FRANCES P BUNNELLE FOUNDATION COASTAL COMMUNITY FOUNDATION OF SC (EIN 571095197) - 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

2000

Legal Domicile

Principal Officer

ASHLEY NELSON

Phone

8437235736

Tax Period

2025-01-01 to 2025-12-31

FRANCES P BUNNELLE FOUNDATION COASTAL COMMUNITY FOUNDATION OF SC, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.2M exceeded revenue, resulting in a 38% operating deficit.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR GEORGETOWN COUNTY CITIZENS WITH A FOCUS ON ADDRESSING THE CAUSE OF POVERTY, BASIC HUMAN NEEDS, ECONOMIC GROWTH, ENVIRONMENTAL CONSERVATION, AND ENCOURAGING POSITIVE YOUTH DEVELOPMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $86,120

Program Service Revenue $0

Investment Income $2,238,826

Other Revenue $5,000

TOTAL REVENUE $2,329,946

Expense Breakdown

Grants Paid $1,317,070

Salaries & Benefits $543,549

Fundraising Expenses $0

Program Expenses $2,731,356

Other Expenses $1,351,458

TOTAL EXPENSES $3,212,077

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,329,946	$2,102,911	+0.1%
Expenses	$3,212,077	$5,204,609	-0.4%
Net Income	$-882,131	$-3,101,698	-0.7%

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

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

$645,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY C FUNNYE	DIRECTOR	3.00	Director	$0	$0	$0
LEIGH P BOAN	DIRECTOR	3.00	Director	$0	$0	$0
C MICHAEL BRANHAM	DIRECTOR	3.00	Director	$0	$0	$0
DR BETTY D CLARK	DIRECTOR	3.00	Director	$0	$0	$0
SARAH P SMITH	CHAIRMAN	3.00	Officer Director	$0	$0	$0
JANE LITZ	CFO THRU 10/30/25	1.00	Officer	$0	$21,172	$257,699
GEALES SANDS	EXECUTIVE DIRECTOR THRU 6/30/25	45.00	Officer	$0	$5,140	$105,805
CHRIS BALLAD	CFO BEGIN 11/1/25	1.00	Officer	$0	$26,442	$163,692
ASHLEY NELSON	EXECUTIVE DIRECTOR BEGIN 12/1/25	1.00	Officer	$0	$20,428	$118,504

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	$2,329,946	$3,212,077	$48,214,684	$-882,131
2024	No data	No data	No data	No data
2023	$1,037,003	$3,440,118	$43,887,161	$-2,403,115
2022	$2,049,442	$3,209,019	$41,493,327	$-1,159,577
2021	$4,044,110	$2,997,489	$50,346,506	$1,046,621
2020	$1,639,589	$2,851,493	$44,140,856	$-1,211,904
2019	$1,447,049	$2,560,918	$41,897,888	$-1,113,869
2018	$2,771,761	$2,289,716	$37,716,189	$482,045

FRANCES P BUNNELLE FOUNDATION COASTAL COMMUNITY FOUNDATION OF SC