PARRIS ISLAND HERITAGE FOUNDATION (EIN 570914130) - 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

1990

Legal Domicile

Principal Officer

SHELLIE HODGES

Phone

8432222166

Tax Period

2024-10-01 to 2025-09-30

PARRIS ISLAND HERITAGE FOUNDATION, founded in 1990, is a small nonprofit that reported $361K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $416K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO SUPPORT THE PARRIS ISLAND MUSEUM BY PROVIDING FOR THE PRESERVATION, PERPETUATION AND APPROPRIATE PUBLICATION AND DISPLAY OF MANUSCRIPTS, BOOKS, RELICS, PICTURES, AND OTHER OBJECTS OF HISTORICAL SIGNIFICANCE, AND TO CONDUCT COMMUNITY OUTREACH AND EDUCATIONAL PROGRAMS FOR THE MUSEUM BY SOLICITING DONATIONS IN SUPPORT OF THESE PURPOSES AND THROUGH THE OPERATION OF THE GIFT SHOP.

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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 $156,031

Program Service Revenue $0

Investment Income $5,464

Other Revenue $199,168

TOTAL REVENUE $360,663

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,131

Fundraising Expenses $0

Program Expenses $393,665

Other Expenses $214,059

TOTAL EXPENSES $416,190

Year-over-Year Comparison

	2024	2023	Change
Revenue	$360,663	$235,775	+0.5%
Expenses	$416,190	$276,885	+0.5%
Net Income	$-55,527	$-41,110	+0.4%

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

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
ROB BRIDGERS	DIRECTOR	2.00	Director	$0	$0	$0
PAUL DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
GREG DYSON	DIRECTOR	2.00	Director	$0	$0	$0
KENDALL ERICKSON	TREASURER	2.00	Officer Director	$0	$0	$0
ZACHARY GREEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
RICHARD HOLIHAN	DIRECTOR	2.00	Director	$0	$0	$0
KAYLA LYON	SECRETARY	2.00	Officer Director	$0	$0	$0
JOAN PETRUCCI	PRESIDENT	2.00	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	$360,663	$416,190	$644,584	$-55,527
2024	$235,775	$276,885	$711,386	$-41,110
2023	$306,151	$289,778	$751,630	$16,373
2022	$361,719	$273,860	$763,208	$87,859
2021	$171,324	$223,851	$719,926	$-52,527
2020	$190,147	$257,710	$720,185	$-67,563
2018	$357,569	$467,431	$808,065	$-109,862

PARRIS ISLAND HERITAGE FOUNDATION