HERITAGE PRESERVATION TRUST INC

EIN: 815237557 501(c)(3) Environment

EDGEFIELD, SC

Total Revenue
$1,069,276
Total Expenses
$1,058,334
Total Assets
$12,579,023
Net Assets
$12,495,942
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
SC
Principal Officer
GEORGE C THORNTON
Phone
8034802190
Tax Period
2023-01-01 to 2023-12-31

HERITAGE PRESERVATION TRUST INC, founded in 2017, is a community nonprofit in the Environment sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. Net assets of $12.5M represent 140 months of operating reserves.

Mission

To preserve and protect natural and historical resources including land, water, wetlands, farmland, and open spaces and the plant and animal ecosystems therein for the benefit of present and future generations and to educate the general public regarding the conservation and protection of natural, historic and open space resources.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $215,555
Program Service Revenue $5,000
Investment Income $717,046
Other Revenue $131,675
TOTAL REVENUE $1,069,276

Expense Breakdown

Grants Paid $10,000
Salaries & Benefits $648,985
Fundraising Expenses $0
Program Expenses $800,661
Other Expenses $399,349
TOTAL EXPENSES $1,058,334

Year-over-Year Comparison

2023 2022 Change
Revenue $1,069,276 $2,293,622 -0.5%
Expenses $1,058,334 $1,069,971 0.0%
Net Income $10,942 $1,223,651 -1.0%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
10
Independent Members
8
Employees
4
Volunteers
20

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
3
$505,676
Total Directors
10
$273,147
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GEORGE C THORNTON Chairman 40.00
Officer Director
$240,559 $28,338 $268,897
WILLIAM D SAUNDERS JR CEO 40.00
Officer
$220,558 $16,221 $236,779
JASON MCCANNON Director 0.50
Director
$4,250 $0 $4,250
JENNIFER SUMNER Director 0.50
Director
$0 $0 $0
DR MATTHEW L HUNT Director 0.50
Director
$0 $0 $0
MARVIN N DAVANT Director 0.50
Director
$0 $0 $0
M COLLINS MCNEILL IV Director 0.50
Director
$0 $0 $0
JIM LABATE Director 0.50
Director
$0 $0 $0
N FULTON BREEN Director 0.50
Director
$0 $0 $0
JIM BLOME Director 0.50
Director
$0 $0 $0
ERIC DINGER Treasurer 0.50
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
2024 No data No data No data No data
2023 $1,069,276 $1,058,334 $12,579,023 $10,942
2022 $2,293,622 $1,069,971 $12,672,489 $1,223,651
2021 $3,291,572 $1,014,222 $13,057,884 $2,277,350
2020 $2,870,821 $1,059,474 $10,729,518 $1,811,347
2019 $2,681,509 $987,298 $8,835,435 $1,694,211
2018 $3,220,497 $991,196 $7,296,471 $2,229,301
Explore More Nonprofits
→Top 100 Nonprofits in South Carolina →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare HERITAGE PRESERVATION TRUST INC with other nonprofits in South Carolina and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.