HISTORIC BLUFFTON FOUNDATION (EIN 570724129) - 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

1981

Legal Domicile

Phone

8437576293

Tax Period

2024-07-01 to 2025-06-30

HISTORIC BLUFFTON FOUNDATION, founded in 1981, is a small nonprofit that reported $467K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $432K left a modest 7% surplus.

Mission

ORGANIZATIONS PURPOSE IS TO PROTECT, PRESERVE AND PROMOTE THE HISTORY AND CULTURAL HERITAGE OF THE TOWN OF BLUFFTON SC, THROUGH EDUCATION, MARKETING HANDS ON PRESERVATION OF BUILDINGS AND STIES, MAINTENANCE OF THE CALDWELL ARCHIVES AND OPERATION OF THE HEYWARD HOUSE HISTORIC CTR

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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 $401,598

Program Service Revenue $6,075

Investment Income $14,865

Other Revenue $44,305

TOTAL REVENUE $466,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,143

Fundraising Expenses $9,973

Program Expenses $280,545

Other Expenses $261,927

TOTAL EXPENSES $432,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$466,843	$340,648	+0.4%
Expenses	$432,070	$372,939	+0.2%
Net Income	$34,773	$-32,291	-2.1%

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

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	Role	Reportable Comp	Other Comp	Total
JENNIFER SOMMERVILLE	CHAIR	Officer	$0	$0	$0
DAVID PRAT	VICE CHAIR	Officer	$0	$0	$0
KATIE EPPS	SECRETARY	Officer	$0	$0	$0
DIANA MCDOUGALL	TREASURER	Officer	$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	$466,843	$432,070	$1,776,963	$34,773
2024	$340,648	$372,939	$1,755,868	$-32,291
2023	$830,728	$273,914	$1,779,418	$556,814
2022	$263,667	$167,771	$1,230,813	$95,896
2021	$255,844	$187,058	$1,154,986	$68,786
2019	$252,820	$237,712	$994,296	$15,108
2018	$216,844	$218,210	$955,169	$-1,366

HISTORIC BLUFFTON FOUNDATION