PHOEBE SUMTER FOUNDATION INC (EIN 581607727) - 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

1984

Legal Domicile

Principal Officer

JIMMY WHALEY

Phone

2299246011

Tax Period

2024-08-01 to 2025-07-31

PHOEBE SUMTER FOUNDATION INC, founded in 1984, is a small nonprofit that reported $370K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $479K exceeded revenue, resulting in a 30% operating deficit.

Mission

SUPPORT FOR MEDICAL & HEALTHCARE SERVICES OF PHOEBE SUMTER MEDICAL CENTER, INC. AND THE AMERICUS-SUMTER COUNTY HOSPITAL AUTHORITY.

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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 $195,832

Program Service Revenue $0

Investment Income $184,005

Other Revenue $-10,056

TOTAL REVENUE $369,781

Expense Breakdown

Grants Paid $433,769

Salaries & Benefits $0

Fundraising Expenses $19,769

Program Expenses $433,769

Other Expenses $45,358

TOTAL EXPENSES $479,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,781	$228,740	+0.6%
Expenses	$479,127	$584,166	-0.2%
Net Income	$-109,346	$-355,426	-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

$117,381

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES S PRYOR	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA FENNESSY MD	SECRETARY	1.00	Officer Director	$0	$0	$0
RICK WHALEY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM HARRIS SR	DIRECTOR	1.00	Director	$0	$0	$0
LEON HOLLOWAY JR	DIRECTOR	1.00	Director	$0	$0	$0
MARK MINICK	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
JIMMY WHALEY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BARDIN HOOKS	DIRECTOR	1.00	Director	$0	$0	$0
SHERRILL HOUSE	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
TERENCE DUNCAN	DIRECTOR(TER	N/A	Director	$0	$0	$0
DR GAYE HAYES	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE COUNCIL	FOUNDATION D	40.00	Officer	$0	$28,759	$117,381
SULEANIA BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA PERLES	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY SULLIVAN	TREASURER	1.00	Officer Director	$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	$369,781	$479,127	$3,556,268	$-109,346
2024	$228,740	$584,166	$3,555,017	$-355,426
2023	$194,137	$147,001	$3,641,030	$47,136
2022	$289,926	$172,865	$3,576,804	$117,061
2021	$229,245	$66,398	$3,825,498	$162,847
2020	$167,964	$76,890	$3,324,640	$91,074
2019	$90,891	$290,044	$3,152,915	$-199,153
2018	$154,399	$329,723	$3,282,919	$-175,324

PHOEBE SUMTER FOUNDATION INC