COMMUNITY FOUNDATION OF SOUTH GEORGIA INC (EIN 582210876) - 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

DAVID CARLTON

Phone

2292285088

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION OF SOUTH GEORGIA INC, founded in 1995, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $12.5M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.2M, a strong 26% operating margin.

Mission

OUR MISSION IS TO ENCOURAGE GIVING, INSPIRE ACTION, AND IMPROVE LIVES IN SOUTH GEORGIA THROUGH LOCAL FUNDS CREATED BY INDIVIDUAL, FAMILIES, BUSINESSES, AND NON-PROFITS IN SOUTH GEORGIA.

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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 $7,741,465

Program Service Revenue $0

Investment Income $4,616,986

Other Revenue $119,865

TOTAL REVENUE $12,478,316

Expense Breakdown

Grants Paid $8,024,872

Salaries & Benefits $505,517

Fundraising Expenses $251,267

Program Expenses $8,401,770

Other Expenses $750,822

TOTAL EXPENSES $9,281,211

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,478,316	$15,818,157	-0.2%
Expenses	$9,281,211	$13,492,131	-0.3%
Net Income	$3,197,105	$2,326,026	+0.4%

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

$253,118

Total Directors

$253,118

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CILE WARR	DIRECTOR	N/A	Director	$0	$0	$0
ERIC HOOPER	CHAIRMAN	N/A	Officer Director	$0	$0	$0
CLAY SEWELL JR	SECRETARY	N/A	Officer Director	$0	$0	$0
JOHN MCDUFFIE	TREASURER	N/A	Officer Director	$0	$0	$0
FRALEY CARLTON	DIRECTOR	N/A	Director	$0	$0	$0
MELVIN HUGANS	DIRECTOR	N/A	Director	$0	$0	$0
JIM GODBEE	DIRECTOR	N/A	Director	$0	$0	$0
NANCY JERNIGAN	DIRECTOR	N/A	Director	$0	$0	$0
DAN JETER	DIRECTOR	N/A	Director	$0	$0	$0
MARK PARKER	DIRECTOR	N/A	Director	$0	$0	$0
JOHN B PRINCE III	DIRECTOR	N/A	Director	$0	$0	$0
LAURA BETH TUCKER	DIRECTOR	N/A	Director	$0	$0	$0
FORTSON TURNER	DIRECTOR	N/A	Director	$0	$0	$0
LARRY MIMS	DIRECTOR	N/A	Director	$0	$0	$0
JOSH BELL	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
BILL HOLLAND	DIRECTOR	N/A	Director	$0	$0	$0
DAVID CARLTON	PRESIDENT	45.00	Officer Director	$203,417	$49,701	$253,118
LISA HITT	CONTROLLER	45.00	Highest	$109,256	$19,406	$128,662

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	$12,478,316	$9,281,211	$117,128,885	$3,197,105
2022	$15,818,157	$13,492,131	$100,980,382	$2,326,026
2020	$11,038,110	$9,504,791	$102,741,720	$1,533,319
2019	$11,754,270	$7,911,785	$93,562,562	$3,842,485
2018	$32,712,043	$7,019,528	$79,331,135	$25,692,515

COMMUNITY FOUNDATION OF SOUTH GEORGIA INC