HELP OF BEAUFORT

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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

1973

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

HELP OF BEAUFORT, founded in 1973, is a small nonprofit in the Human Services sector that reported $446K in total revenue in fiscal year 2023. The organization ran a surplus of $209K, a strong 47% operating margin.

Mission

TO PROVIDE FOOD, CLOTHING AND SHORT-TERM FINANCIAL ASSISTANCE TO THOSE IN NEED.

Program Service Accomplishments

Program 1

Expenses: $130,818

HELP FAMILY ASSISTANCE PROGRAM WAS ABLE TO COORDINATE WITH LOCAL CHURCHES AND SERVICE BASED ORGANIZATIONS VIA THE COMMUNTIY SERVICE ORGANIZATION CLIENT TRACKER TO BETTER PROVIDE EMERGENCY FOOD...

HELP FAMILY ASSISTANCE PROGRAM WAS ABLE TO COORDINATE WITH LOCAL CHURCHES AND SERVICE BASED ORGANIZATIONS VIA THE COMMUNTIY SERVICE ORGANIZATION CLIENT TRACKER TO BETTER PROVIDE EMERGENCY FOOD, CLOTHING, FINANCIAL ASSISTANCE FOR UTILITY, MEDICAL, SHELTER, TRANSPORTATION, AND SIMILAR EXPENSES TO THE TRULY DISADVANTAGED INDIVIDUALS IN THE BEAUFORT COUNTY AND SURROUNDING AREAS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $437,794

Program Service Revenue $0

Investment Income $7,908

Other Revenue $0

TOTAL REVENUE $445,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,500

Fundraising Expenses $54,322

Program Expenses $130,818

Other Expenses $170,204

TOTAL EXPENSES $236,704

Year-over-Year Comparison

	2023	2022	Change
Revenue	$445,702	$422,645	+0.1%
Expenses	$236,704	$212,547	+0.1%
Net Income	$208,998	$210,098	0.0%

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

$61,758

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LORI OPOZDA	EXECUTIVE DIRECTOR	Director	$61,758	$0	$61,758
PETE SHUMWAY	BOARD MEMBER	Director	$0	$0	$0
LAURIE THRASHER	BOARD MEMBER	Director	$0	$0	$0
ELAINE PATURAS	BOARD MEMBER	Director	$0	$0	$0
JOSH WARD	BOARD MEMBER	Director	$0	$0	$0
LEIGH GARLINGTON	BOARD MEMBER	Director	$0	$0	$0
KEVIN PHILLIPS	BOARD CHAIR	Officer Director	$0	$0	$0
ANJANETTE NEALE	TREASURER	Officer Director	$0	$0	$0
JOANNE GRAHAM	BOARD CO CHAIR	Officer Director	$0	$0	$0
CHARLOTTE GARVO	SECRETARY	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$445,702	$236,704	$1,063,092	$208,998
2022	$422,645	$212,547	$857,037	$210,098
2021	$516,856	$248,638	$643,596	$268,218
2020	$554,022	$203,188	$375,378	$350,834