BEAUFORT CHARITIES INC (EIN 651220968) - 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

2004

Legal Domicile

Principal Officer

FREDERICK K LIVINGSTON

Phone

8435755667

Tax Period

2024-10-01 to 2025-09-30

BEAUFORT CHARITIES INC, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $123K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $27K, a strong 22% operating margin.

Mission

TO RAISE FUNDS BY HOLDING AN ANNUAL CHARITY GOLF TOURNAMENT & OYSTER ROAST AND TO DISBURSE THOSE FUNDS TO QUALIFIED 501(C)3 ORGANIZATIONS IN THE BEAUFORT 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 (2024)

Revenue Breakdown

Contributions & Grants $11,973

Program Service Revenue $0

Investment Income $500

Other Revenue $110,680

TOTAL REVENUE $123,153

Expense Breakdown

Grants Paid $63,645

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,645

Other Expenses $32,316

TOTAL EXPENSES $95,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,153	$111,823	+0.1%
Expenses	$95,961	$112,214	-0.1%
Net Income	$27,192	$-391	-70.5%

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

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
JAMES W BOOZER	MEMBER	2.00	Director	$0	$0	$0
KEVIN LIVINGSTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK STOKES	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTIAN SHERBERT	TREASURER	2.00	Officer Director	$0	$0	$0
JONOLYN FERRERI	DIRECTOR	2.00	Director	$0	$0	$0
DOUG MASSALON	DIRECTOR	2.00	Director	$0	$0	$0
BENJI HILL	DIRECTOR	2.00	Director	$0	$0	$0
JASON DANGERFIELD	DIRECTOR	2.00	Director	$0	$0	$0
MAJORIE MITCHELL	VICE-PRESIDENT	2.00	Officer 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	$123,153	$95,961	$130,059	$27,192
2024	$111,823	$112,214	$102,867	$-391
2023	$83,621	$128,305	$108,028	$-44,684
2022	$143,374	$67,440	$151,146	$75,934
2019	$59,221	$10,416	$60,833	$48,805
2018	$43,802	$76,459	$12,028	$-32,657

BEAUFORT CHARITIES INC