COMMUNITY FOUNDATION OF THE LOWCOU… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

NICOLE CHARLES

Phone

8436819100

Tax Period

2022-07-01 to 2023-06-30

COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC, founded in 1994, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.8M in total revenue in fiscal year 2022. Revenue fell 50% from the prior year — a significant decline worth monitoring. Net assets of $74.7M represent 65 months of operating reserves.

Mission

THE COMMUNITY FOUNDATION'S MISSION IS STRENGTHENING COMMUNITY BY CONNECTING PEOPLE, RESOURCES, AND NEEDS.

Program Service Accomplishments

Program 1

Expenses: $13,471,291 Revenue: $1,299,328

COMMUNITY FOUNDATION OF THE LOWCOUNTRY MADE MANY GRANTS TO NONPROFIT ORGANIZATIONS; THE MAJORITY OF THESE ORGANIZATIONS SERVE TO ENHANCE THE QUALITY OF LIFE FOR CITIZENS IN THE SOUTH CAROLINA...

COMMUNITY FOUNDATION OF THE LOWCOUNTRY MADE MANY GRANTS TO NONPROFIT ORGANIZATIONS; THE MAJORITY OF THESE ORGANIZATIONS SERVE TO ENHANCE THE QUALITY OF LIFE FOR CITIZENS IN THE SOUTH CAROLINA LOWCOUNTRY. COMMUNITY FOUNDATION OF THE LOWCOUNTRY PROVIDES COMMUNITY LEADERSHIP THROUGH PROVIDING INFORMATION, ORGANIZATION DEVELOPMENT, NETWORKING, AND CONVENINGS IN SUPPORT OF THE NONPROFIT SECTOR IN ITS REGION.

Program 2

COMMUNITY FOUNDATION OF THE LOWCOUNTRY'S FUND ADMINISTRATIVE FEES AND OFFICE EXPENSES ARE USED TO MAINTAIN CURRENT FUNDS AND FURTHER THE PROCESS OF EVALUATING AND AWARDING GRANT MONEY TO DESERVING...

COMMUNITY FOUNDATION OF THE LOWCOUNTRY'S FUND ADMINISTRATIVE FEES AND OFFICE EXPENSES ARE USED TO MAINTAIN CURRENT FUNDS AND FURTHER THE PROCESS OF EVALUATING AND AWARDING GRANT MONEY TO DESERVING CHARITIES.

Program 3

THE FOUNDATION'S ADDITIONAL PROGRAM EXPENSES AID THE FOUNDATION IN ALIGNING THEIR FUNCTIONS WITH THE MISSION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $11,588,712

Program Service Revenue $1,285,307

Investment Income $1,118,351

Other Revenue $-168,233

TOTAL REVENUE $13,824,137

Expense Breakdown

Grants Paid $10,966,328

Salaries & Benefits $1,129,584

Fundraising Expenses $229,114

Program Expenses $13,471,291

Other Expenses $2,983,887

TOTAL EXPENSES $15,079,799

Year-over-Year Comparison

	2022	2021	Change
Revenue	$13,824,137	$27,760,510	-0.5%
Expenses	$15,079,799	$12,116,291	+0.2%
Net Income	$-1,255,662	$15,644,219	-1.1%

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

125

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

$360,889

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSSWURM JAQUELINE	CHAIR	2.00	Officer Director	$0	$0	$0
MAHONY SHEILA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MOERI PAUL	TREASURER	2.00	Officer Director	$0	$0	$0
PANU AL	SECRETARY	2.00	Officer Director	$0	$0	$0
BLOCK GEOFF	BOARD MEMBER	2.00	Director	$0	$0	$0
CURL YVONNE	BOARD MEMBER	2.00	Director	$0	$0	$0
DIMMLING ARNO	BOARD MEMBER	2.00	Director	$0	$0	$0
EVANS STEPHEN	BOARD MEMBER	2.00	Director	$0	$0	$0
FLETCHER DOUG	BOARD MEMBER	2.00	Director	$0	$0	$0
LEVY JOHN	BOARD MEMBER	2.00	Director	$0	$0	$0
HUNTER TRAY	BOARD MEMBER	2.00	Director	$0	$0	$0
PETERSON SHIRLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ROSENBLUM DAVID	BOARD MEMBER	2.00	Director	$0	$0	$0
TAYLOR LYNN JENNINGS	BOARD MEMBER	2.00	Director	$0	$0	$0
WARD ALLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
WARD DAFINA	BOARD MEMBER	2.00	Director	$0	$0	$0
WETMORE DOUG	BOARD MEMBER	2.00	Director	$0	$0	$0
WYCOFF MICHELLE	BOARD MEMBER	2.00	Director	$0	$0	$0
WIERMAN SCOTT	PRESIDENT AND CEO	40.00	Officer	$254,206	$8,766	$262,972
CHARLES NICOLE	VP FOR FINANCE AND ADMINISTRATION	40.00	Officer	$97,917	$0	$97,917

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	$13,824,137	$15,079,799	$80,288,803	$-1,255,662
2022	$27,760,510	$12,116,291	$75,355,203	$15,644,219
2021	$27,497,262	$10,251,602	$73,666,667	$17,245,660
2020	$9,405,316	$10,220,341	$58,079,226	$-815,025
2019	$9,821,552	$9,865,344	$60,097,585	$-43,792

COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC