EDISTO HISTORICAL PRESERVATION SOCIETY INC (EIN 570841304) - 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

1993

Legal Domicile

Principal Officer

GRETCHEN SMITH

Phone

8438691954

Tax Period

2024-01-01 to 2024-12-31

EDISTO HISTORICAL PRESERVATION SOCIETY INC, founded in 1993, is a small nonprofit in the Arts, Culture & Humanities sector that reported $207K in total revenue in fiscal year 2024. The organization ran a surplus of $45K, a strong 22% operating margin.

Mission

EDUCATE PUBLIC/DISPLAY ARTIFACTS OF EDISTO ISLAND

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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 $144,103

Program Service Revenue $0

Investment Income $4,492

Other Revenue $58,099

TOTAL REVENUE $206,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,817

Fundraising Expenses $11,153

Program Expenses $120,243

Other Expenses $64,639

TOTAL EXPENSES $161,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,694	$201,454	+0.0%
Expenses	$161,456	$191,253	-0.2%
Net Income	$45,238	$10,201	+3.4%

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

$63,000

Total Directors

$63,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRETCHEN SMITH	DIRECTOR	40.00	Officer Director	$63,000	$0	$63,000
STEPHANEY CRUMLING	DIRECTOR	N/A	Director	$0	$0	$0
GREG ESTEVEZ	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA GOULD	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANDY HAMMILL	VICE PRESIDE	N/A	Director	$0	$0	$0
TRACEY HOBSON	TREASURER	N/A	Officer Director	$0	$0	$0
MARIE KINGSBURY	DIRECTOR	N/A	Director	$0	$0	$0
CURTIS MORRISON	DIRECTOR	N/A	Director	$0	$0	$0
THERESA PICKINS	DIRECTOR	N/A	Director	$0	$0	$0
JIM WENTHE	SECRETARY	N/A	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
2024	$206,694	$161,456	$825,576	$45,238
2023	$201,454	$191,253	$773,546	$10,201
2022	$240,790	$140,630	$764,004	$100,160
2021	$246,883	$120,140	$673,411	$126,743
2020	$92,587	$128,289	$546,816	$-35,702
2019	$159,857	$151,994	$557,247	$7,863
2018	$146,621	$146,315	$546,575	$306

EDISTO HISTORICAL PRESERVATION SOCIETY INC