BERKELEY COUNTY MUSEUM AND HERITAGE (EIN 582446743) - 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

1999

Legal Domicile

Principal Officer

SHANDA PHILLIPS

Phone

8438995101

Tax Period

2024-01-01 to 2024-12-31

BERKELEY COUNTY MUSEUM AND HERITAGE, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $193K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $240K exceeded revenue, resulting in a 25% operating deficit.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE PRESERVATION, EDUCATION AND HISTORICAL RESEARCH IN BERKELEY COUNTY, SC., PRIMARILY BY OPERATING AND MAINTAINING A HISTORICAL MUSEUM OPEN TO THE PUBLIC.

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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 $191,648

Program Service Revenue $0

Investment Income $6

Other Revenue $1,037

TOTAL REVENUE $192,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,528

Fundraising Expenses $0

Program Expenses $174,891

Other Expenses $189,609

TOTAL EXPENSES $240,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$192,691	$145,534	+0.3%
Expenses	$240,137	$96,284	+1.5%
Net Income	$-47,446	$49,250	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARLA BARNETT	VICE CHAIR	N/A	Director	$0	$0	$0
KATY BATKINS	SECRETARY	N/A	Director	$0	$0	$0
NICK BENNETT	DIRECTOR	N/A	Director	$0	$0	$0
JUDIE EDWARDS	TREASURER	N/A	Director	$0	$0	$0
MICHAEL HEITZLER	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
DUANE LEWIS	DIRECTOR	N/A	Officer Director	$0	$0	$0
MARK PHILLIPS	SECRETARY	N/A	Director	$0	$0	$0
SHANDA PHILLIPS	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
REBECCA WALKER	DIRECTOR	N/A	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
2024	$192,691	$240,137	$336,112	$-47,446

BERKELEY COUNTY MUSEUM AND HERITAGE