THE SOUTH CAROLINA INN AT MONTREAT (EIN 570555506) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1914

Legal Domicile

Principal Officer

TOMMY BROWN

Phone

8286697460

Tax Period

2024-01-01 to 2024-12-31

THE SOUTH CAROLINA INN AT MONTREAT, founded in 1914, is a small nonprofit that reported $246K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $295K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE MISSION OF THE SCINN AT MONTREAT IS TO PROVIDE LODGING AND A PLACE OF FELLOWSHIP FOR CHURCH PROFESSIONAL GROUPS OF ALL AGES, FAMILIES, AND INDIVIDUALS WHILE THEY PARTICIPATE IN THE CONFERENCES, RETREATS, STUDY EVENTS AND RECREATIONAL ACTIVITIES PROVIDED BY THE MONTREAT CENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $31,953

Program Service Revenue $140,367

Investment Income $22,737

Other Revenue $50,473

TOTAL REVENUE $245,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,681

Fundraising Expenses $0

Program Expenses $188,663

Other Expenses $165,882

TOTAL EXPENSES $294,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,530	$225,902	+0.1%
Expenses	$294,563	$158,938	+0.9%
Net Income	$-49,033	$66,964	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM CAPRELL	RECORDING SE	1.00	Officer Director	$0	$0	$0
TINA CORLEY	DIRECTOR	1.00	Director	$0	$0	$0
AVERY DICKSON	DIRECTOR	1.00	Director	$0	$0	$0
MARY JANE EVANS	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA GILREATH	DIRECTOR	1.00	Director	$0	$0	$0
KYLE HITE	MODERATOR	1.00	Officer Director	$0	$0	$0
LINDA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KEELER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA KURZ	DIRECTOR	1.00	Director	$0	$0	$0
CLARK MCCANTS	DIRECTOR	1.00	Director	$0	$0	$0
SAM MCGREGOR	VICE MODERAT	1.00	Officer Director	$0	$0	$0
STEPHEN PRICE	FIN SEC/TREA	1.00	Officer Director	$0	$0	$0
JANE SHULER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$245,530	$294,563	$1,891,749	$-49,033
2023	$225,902	$158,938	$2,663,955	$66,964
2022	$201,560	$210,284	$2,654,297	$-8,724
2021	$207,630	$190,200	$2,691,865	$17,430
2020	$167,017	$130,990	$2,681,630	$36,027
2019	$170,109	$174,708	$2,619,184	$-4,599
2018	$200,304	$195,263	$2,602,044	$5,041

THE SOUTH CAROLINA INN AT MONTREAT