THE COMMUNITY FOUNDATION FOR THE CENTRAL SAVANNAH RIVER AREA INC (EIN 582184345) - 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

1995

Legal Domicile

Principal Officer

SHELL K BERRY

Phone

7067241314

Tax Period

2023-01-01 to 2023-12-31

THE COMMUNITY FOUNDATION FOR THE CENTRAL SAVANNAH RIVER AREA INC, founded in 1995, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $19.4M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $5.0M, a strong 26% operating margin.

Mission

TO ENGAGE, INFORM, AND INSPIRE DONORS AND NONPROFITS TO BUILD A STRONGER AND MORE VIBRANT COMMUNITY.

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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 $17,029,098

Program Service Revenue $313,238

Investment Income $2,034,954

Other Revenue $0

TOTAL REVENUE $19,377,290

Expense Breakdown

Grants Paid $11,981,491

Salaries & Benefits $936,362

Fundraising Expenses $154,333

Program Expenses $13,553,242

Other Expenses $1,476,232

TOTAL EXPENSES $14,394,085

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,377,290	$21,653,699	-0.1%
Expenses	$14,394,085	$10,287,079	+0.4%
Net Income	$4,983,205	$11,366,620	-0.6%

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

173

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

$252,060

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES G CAYE JR	CHAIR	1.00	Officer Director	$0	$0	$0
JAMES B TROTTER	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
SUSAN E NICHOLSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
FAYE HARGROVE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN J MARKS	PAST CHAIR	1.00	Officer Director	$0	$0	$0
FRANK ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES JIM HOUSTON ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM H BARRETT JR	DIRECTOR	1.00	Director	$0	$0	$0
JAMES J BERNSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS M BLANCHARD JR	DIRECTOR	1.00	Director	$0	$0	$0
BRAYE C BOARDMAN	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON P BOARDMAN III	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE BUSSEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CATES	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE SCHWEERS COGHILL	DIRECTOR	1.00	Director	$0	$0	$0
ZACK O DAFFIN	DIRECTOR	1.00	Director	$0	$0	$0
JOANN HERBERT	DIRECTOR	1.00	Director	$0	$0	$0
JAMES M HULL	DIRECTOR	1.00	Director	$0	$0	$0
DUNCAN N JOHNSON JR	DIRECTOR	1.00	Director	$0	$0	$0
RUTH A KNOX	DIRECTOR	1.00	Director	$0	$0	$0
H MONTAGUE OSTEEN JR	DIRECTOR	1.00	Director	$0	$0	$0
N TURNER SIMKINS	DIRECTOR	1.00	Director	$0	$0	$0
BARRY L STOREY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM H TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
SHELL KNOX BERRY	PRESIDENT/CEO	40.00	Officer	$210,000	$42,060	$252,060
ELIZABETH FINCH	VICE PRESIDENT OF FINANCE	40.00	Highest	$126,000	$24,600	$150,600

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
2024	No data	No data	No data	No data
2023	$19,377,290	$14,394,085	$160,175,077	$4,983,205
2022	$21,653,699	$10,287,079	$140,234,965	$11,366,620
2021	$36,009,500	$9,745,908	$142,981,044	$26,263,592
2020	$16,442,862	$8,662,423	$104,773,368	$7,780,439
2019	$9,908,334	$7,336,466	$90,651,028	$2,571,868
2018	$15,656,492	$7,613,806	$76,265,368	$8,042,686

THE COMMUNITY FOUNDATION FOR THE CENTRAL SAVANNAH RIVER AREA INC