Saluda Shoals Foundation (EIN 571027247) - 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

2005

Legal Domicile

Principal Officer

Sharon Mann

Phone

8032132035

Tax Period

2023-07-01 to 2024-06-30

Saluda Shoals Foundation, founded in 2005, is a small nonprofit in the Recreation & Sports sector that reported $376K in total revenue in fiscal year 2023. The organization ran a surplus of $79K, a strong 21% operating margin.

Mission

The Saluda Shoals Foundation is a nonprofit 501(c)(3) organization which serves as an advocate for the preservation and sustainability of Saluda Shoals Park through financial support, fostering partnerships, supporting programs and creating community awareness of the park's exceptional outdoor recreational activities, environmental education and cultural opportunities.

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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 $95,430

Program Service Revenue $250,213

Investment Income $10,760

Other Revenue $19,726

TOTAL REVENUE $376,129

Expense Breakdown

Grants Paid $240,861

Salaries & Benefits $0

Fundraising Expenses $18,778

Program Expenses $258,103

Other Expenses $56,011

TOTAL EXPENSES $296,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$376,129	$376,535	0.0%
Expenses	$296,872	$413,677	-0.3%
Net Income	$79,257	$-37,142	-3.1%

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

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

$80,738

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christina Bickley	Foundation Dir	0.00	Officer	$0	$0	$80,738
Adam DeLoach	Board Member	1.00	Director	$0	$0	$0
Jill Areheart	Board Member	1.00	Director	$0	$0	$0
Nevin Boal	Board Member	1.00	Director	$0	$0	$0
Lynn Campbell	Board Member	1.00	Director	$0	$0	$0
Michael Cromer	Board Member	1.00	Director	$0	$0	$0
Henry E Delk Jr	Board Member	1.00	Director	$0	$0	$0
Kaaren Hampton	Board Member	1.00	Director	$0	$0	$0
Michael Henthorne	Board Member	1.00	Director	$0	$0	$0
Daniel Marchman	Board Member	1.00	Director	$0	$0	$0
Alex Salmon	Board Member	1.00	Director	$0	$0	$0
Acy Flora	Board Member	1.00	Director	$0	$0	$0
Blake DuBose	Board Member	1.00	Director	$0	$0	$0
Janice Ayers	Chair	1.00	Officer	$0	$0	$0
Meg Garrison	Vice Chair	1.00	Officer	$0	$0	$0
Sharon Mann	Sec/Treasurer	1.00	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	No data	No data	No data	No data
2024	$376,129	$296,872	$525,989	$79,257
2023	$376,535	$413,677	$363,983	$-37,142
2022	$314,127	$183,321	$396,342	$130,806
2021	$270,555	$226,104	$368,990	$44,451
2020	$262,211	$158,558	$324,539	$103,653
2019	$426,255	$1,416,089	$1,235,468	$-989,834

Saluda Shoals Foundation