SUMTER COUNTY DEVELOPMENTAL (EIN 571012272) - 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

1966

Legal Domicile

Principal Officer

Gretchen MEYERS

Phone

8037780973

Tax Period

2024-07-01 to 2025-06-30

SUMTER COUNTY DEVELOPMENTAL, founded in 1966, is a small nonprofit in the Human Services sector that reported $437K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $149K, a strong 34% operating margin.

Mission

RAISING FUNDS TO PROVIDE RECREATION AND SUPPORT TO PERSONS TO PERSONS WITH DEVELOPMENTAL DISABILITIES.

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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 $0

Program Service Revenue $437,382

Investment Income $0

Other Revenue $0

TOTAL REVENUE $437,382

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,066

Fundraising Expenses $0

Program Expenses $250,872

Other Expenses $108,354

TOTAL EXPENSES $288,420

Year-over-Year Comparison

	2024	2023	Change
Revenue	$437,382	$500,830	-0.1%
Expenses	$288,420	$228,718	+0.3%
Net Income	$148,962	$272,112	-0.5%

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
Erick Hodge	TRUSTEE	4.00	Director	$0	$0	$0
David Durham	TRUSTEE	4.00	Director	$0	$0	$0
John Watkins	TRUSTEE	4.00	Director	$0	$0	$0
CARY HOWARD	TRUSTEE	4.00	Director	$0	$0	$0
LARRY YOUNGBLOOD	TRUSTEE	4.00	Director	$0	$0	$0
BETSY COMMANDER	TRUSTEE	4.00	Director	$0	$0	$0
NANCY BRANHAM	TRUSTEE	4.00	Director	$0	$0	$0
Gretchen MEYERS	PRESIDENTSEC-TREA	4.00	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	$437,382	$288,420	$1,170,339	$148,962
2024	$500,830	$228,718	$815,387	$272,112
2023	$423,841	$451,869	$637,232	$-28,028
2022	$332,066	$176,369	$665,260	$155,697
2021	$269,649	$173,297	$520,434	$96,352
2020	$297,366	$142,178	$423,826	$155,188
2019	$238,394	$137,827	$273,759	$100,567
2019	$238,394	$137,827	$273,759	$100,567

SUMTER COUNTY DEVELOPMENTAL