COLLETON COUNTY HISTORICAL AND PRE… - 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

1976

Legal Domicile

Principal Officer

Debi Gilliam

Phone

8435499633

Tax Period

2024-01-01 to 2024-12-31

COLLETON COUNTY HISTORICAL AND PRESERVATION SOCIETY, founded in 1976, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $75K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $64K left a modest 14% surplus.

Mission

TO NUTURE, SUPPORT AND PROTECT THE HISTORICAL AND CULTURAL HERITAGE OF WALTERBORO, COLLETON COUNTY AND IT'S ENVISIONS THROUGH PROGRAMS OF ADVOCACY, EDUCATION AND PRESERVATION, FUNDRAISING EVENTS

Program Service Accomplishments

Program 1

Revenue: $5,504

HOLIDAY HOMES TOUR

Program 2

Expenses: $729

PRESERVATION AWARDS

Program 3

Expenses: $10,520

BEDON HOUSE MUSEUM

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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 $37,145

Program Service Revenue $7,246

Investment Income $17,075

Other Revenue $13,343

TOTAL REVENUE $74,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,070

Fundraising Expenses $0

Program Expenses $11,670

Other Expenses $56,264

TOTAL EXPENSES $64,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,809	$57,200	+0.3%
Expenses	$64,334	$56,500	+0.1%
Net Income	$10,475	$700	+14.0%

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

N/A

Independent Members

N/A

Employees

N/A

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	Role	Reportable Comp	Other Comp	Total
SARAH E MILLER	HISTORIAN	Director	$0	$0	$0
JOANNE BOONE	Director	Director	$0	$0	$0
RICK HAWKINS	DIRECTOR	Director	$0	$0	$0
SCOTT CATTERTON	Director	Director	$0	$0	$0
DEBI GILLIAM	PRESIDENT	Officer	$0	$0	$0
RYAN PEARSON	VICE PRESIDENT	Officer	$0	$0	$0
CARA YOUNG	SECRETARY	Officer	$0	$0	$0
LINDA J LAMB	ADMIN ASSIST	Key Emp	$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	$74,809	$64,334	$662,872	$10,475
2023	$57,200	$56,500	$654,920	$700
2022	$2,719	$26,151	$665,601	$-23,432
2021	$89,228	$50,562	$693,946	$38,666
2020	$63,301	$34,311	$653,225	$28,990

COLLETON COUNTY HISTORICAL AND PRESERVATION SOCIETY