Historic Columbia Foundation (EIN 576020250) - 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

1963

Legal Domicile

Principal Officer

Jeffrey Richardson

Phone

8032527742

Tax Period

2023-07-01 to 2024-06-30

Historic Columbia Foundation, founded in 1963, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

Historic Columbia shares the complex history of Columbia and Richland County through historic preservation advocacy, innovative educational programs, and strategic partnerships.

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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 $2,523,958

Program Service Revenue $332,908

Investment Income $65,497

Other Revenue $113,920

TOTAL REVENUE $3,036,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,756,658

Fundraising Expenses $388,874

Program Expenses $2,484,878

Other Expenses $1,454,119

TOTAL EXPENSES $3,210,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,036,283	$2,798,468	+0.1%
Expenses	$3,210,777	$2,766,208	+0.2%
Net Income	$-174,494	$32,260	-6.4%

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

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

$179,637

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robin Waites	Former Executive Director	40.00		$149,457	$5,705	$155,162
Jeffrey Richardson	Interim Exe Dir	40.00	Officer	$100,630	$5,705	$106,335
Debbie Giles	Business Mgr	40.00	Officer	$67,597	$5,705	$73,302
Julie Tuttle	At-Large Member	1.00	Director	$0	$0	$0
Mary Elam	At-Large Member	1.00	Director	$0	$0	$0
Cory Manning	At-Large Member	1.00	Director	$0	$0	$0
Lura Folline	At-Large Member	1.00	Director	$0	$0	$0
Lauren Elliott	HCAC Chair	1.00	Director	$0	$0	$0
April Hames	At-Large Member	1.00	Director	$0	$0	$0
Gwen Thurmond	At-Large Member	1.00	Director	$0	$0	$0
Todd Shaw	At-Large Member	1.00	Director	$0	$0	$0
Andrew Rogerson	Palladium Board	1.00	Director	$0	$0	$0
Gretchen Barron	County Liasion	1.00	Director	$0	$0	$0
Aditi Bussells	City Liasions	1.00	Director	$0	$0	$0
Rodrick Shiver	President	1.00	Officer	$0	$0	$0
Alex Guzman	Treasurer	1.00	Officer	$0	$0	$0
Carroll Heyward	1st Vice Pres	1.00	Officer	$0	$0	$0
Kim Crafton	Past President	1.00	Officer	$0	$0	$0
Donna Polk	Secretary	1.00	Officer	$0	$0	$0
Ty Patterson	2nd Vice Presid	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	$3,036,283	$3,210,777	$4,144,231	$-174,494
2023	$2,798,468	$2,766,208	$4,263,736	$32,260
2022	$4,740,908	$4,177,467	$4,152,863	$563,441
2021	$2,122,067	$2,064,918	$3,741,171	$57,149
2020	$2,555,290	$2,261,473	$3,326,695	$293,817
2019	$2,601,212	$2,705,098	$2,711,017	$-103,886

Historic Columbia Foundation