Sumter County Opportunity Inc (EIN 630514745) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

Lena Hardaway

Phone

2056524477

Tax Period

2021-05-01 to 2022-04-30

Sumter County Opportunity Inc, founded in 1968, is a community nonprofit that reported $6.1M in total revenue in fiscal year 2020. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $5.8M left a modest 6% surplus.

Mission

Reduce the effects of poverty on low income children

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $6,863,023

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,863,023

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,657,486

Fundraising Expenses $0

Program Expenses $7,471,949

Other Expenses $3,814,463

TOTAL EXPENSES $7,471,949

Year-over-Year Comparison

	2021	2020	Change
Revenue	$6,863,023	$6,124,222	+0.1%
Expenses	$7,471,949	$5,756,806	+0.3%
Net Income	$-608,926	$367,416	-2.7%

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

130

Volunteers

900

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

$240,183

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lena A Hardaway	Executive Director	50.00	Key Emp Highest	$142,048	$0	$142,048
Ralph E Stokes	Fiscal Officer	40.00	Key Emp Highest	$98,135	$0	$98,135
Terry Peeler	Chairman	1.00	Director	$0	$0	$0
Angela McKinnis	Director	1.00	Director	$0	$0	$0
Mary J Square	Director	1.00	Director	$0	$0	$0
Anthony Crear	Director	1.00	Director	$0	$0	$0
Toby Fitch	Director	1.00	Director	$0	$0	$0
Willie Ivory	Director	1.00	Director	$0	$0	$0
Thelma Palmer	Director	1.00	Director	$0	$0	$0
Harold Harris	Director	1.00	Director	$0	$0	$0
Robin Harrison	Director	1.00	Director	$0	$0	$0
Tina Brown	Director	1.00	Director	$0	$0	$0
Tracy Harris	Director	1.00	Director	$0	$0	$0
Dennis Steverson	Director	1.00	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
2022	$6,863,023	$7,471,949	$567,206	$-608,926
2021	$6,124,222	$5,756,806	$1,733,287	$367,416

Sumter County Opportunity Inc