Sumter Schools Enhancement Foundation Inc (EIN 593504145) - 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

1998

Legal Domicile

Principal Officer

Carrie Norman-Tadlock

Phone

3527932315

Tax Period

2024-07-01 to 2025-06-30

Sumter Schools Enhancement Foundation Inc, founded in 1998, is a small nonprofit in the Education sector that reported $369K in total revenue in fiscal year 2024. Expenses of $340K left a modest 8% surplus.

Mission

To support the educational activities of the Sumter County School District.

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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 $315,117

Program Service Revenue $0

Investment Income $12,844

Other Revenue $41,457

TOTAL REVENUE $369,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $331,390

Other Expenses $339,641

TOTAL EXPENSES $339,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,418	$346,602	+0.1%
Expenses	$339,641	$333,424	+0.0%
Net Income	$29,777	$13,178	+1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dana Williams	Chair	4.00	Director	$0	$0	$0
Hannah Foster	Director	4.00	Director	$0	$0	$0
Carrie Norman-Tadlock	Director	4.00	Director	$0	$0	$0
Helen Christian	Director	4.00	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	$369,418	$339,641	$735,364	$29,777
2024	$346,602	$333,424	$685,400	$13,178
2023	$270,259	$117,736	$658,780	$152,523
2022	$158,821	$114,061	$500,423	$44,760

Sumter Schools Enhancement Foundation Inc