THE BEECH ISLAND HISTORICAL SOCIET… - 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

1985

Legal Domicile

Principal Officer

JACKIE BARTLEY

Phone

8038673600

Tax Period

2024-01-01 to 2024-12-31

THE BEECH ISLAND HISTORICAL SOCIETY INC, founded in 1985, is a micro nonprofit that reported $15K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $29K exceeded revenue, resulting in a 96% operating deficit.

Mission

TO PRESERVE PROMOTE AND PROTECT THE HISTORY OF THE BEECH ISLAND, SC AREA.

Program Service Accomplishments

Program 1

Expenses: $14,100 Revenue: $10,865

OPERATION AND MAINTENANCE OF HISTORICAL MUSEUM VISITORS CENTER AND COUNTRY STORE

Program 2

Expenses: $1,758

NEWSPAPER PUBLISHED FOUR TIMES ANNUALLY THAT CONTAINS CURRENT HISTORICAL SOCIETY NEWS AND INFORMATION PLUS HISTORICAL ITEMS OF INTEREST. IT IS MAILED TO ALL MEMBERS AND OTHER INTERESTED PARTIES.

Program 3

Expenses: $1,961 Revenue: $3,973

ANNUAL HISTORIC TOUR AND BBQ DINNER

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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 $10,655

Program Service Revenue $3,973

Investment Income $0

Other Revenue $210

TOTAL REVENUE $14,838

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,819

Other Expenses $29,089

TOTAL EXPENSES $29,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,838	$19,786	-0.3%
Expenses	$29,089	$25,070	+0.2%
Net Income	$-14,251	$-5,284	+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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA BANCROFT	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE BARTLEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARY BETH BOOZER	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY FOREMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIKA HARVEY	SECRETARY	1.00	Officer Director	$0	$0	$0
TAMMY HERRON	BOARD MEMBER	1.00	Director	$0	$0	$0
AUSTIN JACKSON	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
RICHARD FOREMAN JR	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARY PALLON	TREASURER	1.00	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	$14,838	$29,089	$80,062	$-14,251
2023	$19,786	$25,070	$94,313	$-5,284
2022	$17,122	$28,974	$99,597	$-11,852
2021	$27,968	$27,664	$111,449	$304
2020	$9,533	$11,345	$395,634	$-1,812

THE BEECH ISLAND HISTORICAL SOCIETY INC