UPCOUNTRY HISTORY MUSEUM

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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

1983

Legal Domicile

Principal Officer

DANA L THORPE

Phone

8644673100

Tax Period

2023-07-01 to 2024-06-30

UPCOUNTRY HISTORY MUSEUM, founded in 1983, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

THE UPCOUNTRY HISTORY MUSEUM CONNECTS PEOPLE, HISTORY AND CULTURE.

Program Service Accomplishments

Program 1

Expenses: $867,045

PROMOTING PUBLIC AWARENESS AND APPRECIATION OF THE UPCOUNTRY OF SOUTH CAROLINA'S UNIQUE HISTORY THROUGH EXHIBITIONS AND COLLECTIONS OF HISTORIC ARTIFACTS, ALONG WITH BRINGING QUALITY MUSEUM OFFERINGS...

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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 $891,854

Program Service Revenue $302,423

Investment Income $3,381

Other Revenue $0

TOTAL REVENUE $1,197,658

Expense Breakdown

Grants Paid $0

Salaries & Benefits $647,900

Fundraising Expenses $236,285

Program Expenses $867,045

Other Expenses $658,426

TOTAL EXPENSES $1,306,326

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,197,658	$1,361,922	-0.1%
Expenses	$1,306,326	$1,234,929	+0.1%
Net Income	$-108,668	$126,993	-1.9%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIAN LUCIUS BOWERS	DIRECTOR	N/A	Director	$0	$0	$0
ANNE LEE BUCK	DIRECTOR	N/A	Director	$0	$0	$0
SARAH CLEMMONS	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTOPHER COX	CHAIR	N/A	Director	$0	$0	$0
JOSEPH B DILL	DIRECTOR	N/A	Director	$0	$0	$0
MARY JO DIRE	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM EINSTEIN	AT-LARGE MEM	N/A	Director	$0	$0	$0
GHISELA ELJACH	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM FITZPATRICK	AT-LARGE MEM	N/A	Director	$0	$0	$0
DEBORAH FULLERTON	DIRECTOR	N/A	Director	$0	$0	$0
COURTNEY TOLLISON HARTNESS	DIRECTOR	N/A	Director	$0	$0	$0
FRANK H MCGILL III	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD WALL IV	TREASURER	N/A	Director	$0	$0	$0
CHRISTINE LYLES	DIRECTOR	N/A	Director	$0	$0	$0
KATHLEEN C MCKINNEY	DIRECTOR	N/A	Director	$0	$0	$0
MAC MCLEAN	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM PARKER	VICE CHAIR	N/A	Director	$0	$0	$0
MARK PARROTT	DIRECTOR	N/A	Director	$0	$0	$0
CAMILLA G PITMAN	SECRETARY	N/A	Director	$0	$0	$0
EMILYN SANDERS	DIRECTOR	N/A	Director	$0	$0	$0
LAKITA SCOTLAND-BROWN	DIRECTOR	N/A	Director	$0	$0	$0
WALKER C SMITH	DIRECTOR	N/A	Director	$0	$0	$0
VIRGINIA STROUD	DIRECTOR	N/A	Director	$0	$0	$0
TED TEDARDS	AT LARGE MEM	N/A	Director	$0	$0	$0
ALEXANDRA F WHITLEY	DIRECTOR	N/A	Director	$0	$0	$0
BEV WHITTEN	DIRECTOR	N/A	Director	$0	$0	$0
MARY LOUISE WORTHY	DIRECTOR	N/A	Director	$0	$0	$0
CECILIA ZAPATA-HARMS	DIRECTOR	N/A	Director	$0	$0	$0
DANA L THORPE	CHIEF EXECUT	N/A	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	No data	No data	No data	No data
2024	$1,197,658	$1,306,326	$935,595	$-108,668
2023	$1,361,922	$1,234,929	$1,118,161	$126,993
2022	$1,283,220	$4,897,936	$1,068,082	$-3,614,716
2021	$1,133,464	$1,305,940	$5,015,071	$-172,476
2020	$1,076,127	$1,471,771	$5,101,359	$-395,644
2019	$1,309,029	$1,707,126	$5,367,996	$-398,097