GREATER BEAUFORT-PORT ROYAL CONVENTION AND VISITORS BUREAU

EIN: 570801740 501(c)(3) Community Improvement

BEAUFORT, SC

Total Revenue
$1,363,357
Total Expenses
$1,494,835
Total Assets
$1,000,613
Net Assets
$736,469
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
SC
Principal Officer
ROBB WELLS
Phone
8435258531
Tax Period
2024-07-01 to 2025-06-30

GREATER BEAUFORT-PORT ROYAL CONVENTION AND VISITORS BUREAU, founded in 1986, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2024.

Mission

DESIGNATED MARKETING ORGANIZATION (DMO) FOR THE CITY OF BEAUFORT, TOWN OF PORT ROYAL, AND THE UNINCORPORATED SEA ISLAND REGIONS OF NORTHERN BEAUFORT COUNTY, SOUTH CAROLINA.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,363,357
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,363,357

Expense Breakdown

Grants Paid $0
Salaries & Benefits $531,202
Fundraising Expenses $0
Program Expenses $1,384,327
Other Expenses $963,633
TOTAL EXPENSES $1,494,835

Year-over-Year Comparison

2024 2023 Change
Revenue $1,363,357 $1,430,722 0.0%
Expenses $1,494,835 $1,413,700 +0.1%
Net Income $-131,478 $17,022 -8.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
12
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
3
$0
Total Directors
18
$147,717
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBB WELLS CEO 40.00
Director
$147,717 $0 $147,717
LYNDA DYER DIRECTOR OF FINANCE & ADM 40.00
Director
$0 $0 $0
CHRISTIAN KATA BOARD PRESIDENT 1.00
Officer Director
$0 $0 $0
SCOTT LEE VICE CHAIR 1.00
Officer Director
$0 $0 $0
GRETA SANDBERG TREASURER 1.00
Officer Director
$0 $0 $0
LINDA ROPER BOARD MEMBER 1.00
Director
$0 $0 $0
DICK STEWART BOARD MEMBER 1.00
Director
$0 $0 $0
NANCY PLANK BOARD MEMBER 1.00
Director
$0 $0 $0
ASHLEE HOUCK BOARD MEMBER 1.00
Director
$0 $0 $0
ASHLYN BOGGS BOARD MEMBER 1.00
Director
$0 $0 $0
FREDDIE MCKNIGHT BOARD MEMBER 1.00
Director
$0 $0 $0
RON TUCKER BOARD MEMBER 1.00
Director
$0 $0 $0
TIM WAZ BOARD MEMBER 1.00
Director
$0 $0 $0
TODD MCDANIEL BOARD MEMBER 1.00
Director
$0 $0 $0
KEN GUERRARA BOARD MEMBER 1.00
Director
$0 $0 $0
KIRBY BRADY BOARD MEMBER 1.00
Director
$0 $0 $0
LEAH MCCARTHY BOARD MEMBER 1.00
Director
$0 $0 $0
TOM MIKELL BOARD MEMBER 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
2025 $1,363,357 $1,494,835 $1,000,613 $-131,478
2024 No data No data No data No data
2023 $1,367,852 $1,251,300 $764,215 $116,552
2022 $1,266,706 $1,157,826 $948,333 $108,880
2021 $1,131,327 $1,076,049 $674,084 $55,278
2019 $1,034,383 $989,976 $279,910 $44,407
2018 $69,572 $73,431 $791 $-3,859
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