LAKE KEOWEE SOURCE WATER PROTECTION TEAM (EIN 821250407) - 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

2017

Legal Domicile

Phone

8647104649

Tax Period

2025-01-01 to 2025-12-31

LAKE KEOWEE SOURCE WATER PROTECTION TEAM, founded in 2017, is a small nonprofit in the Environment sector that reported $213K in total revenue in fiscal year 2025. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $322K exceeded revenue, resulting in a 51% operating deficit.

Mission

PROTECT THE WATERS OF THE DUKE ENERGY SC UPSTATE LAKES

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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 (2025)

Revenue Breakdown

Contributions & Grants $209,621

Program Service Revenue $0

Investment Income $3,161

Other Revenue $0

TOTAL REVENUE $212,782

Expense Breakdown

Grants Paid $257,127

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $287,127

Other Expenses $64,991

TOTAL EXPENSES $322,118

Year-over-Year Comparison

	2025	2024	Change
Revenue	$212,782	$131,014	+0.6%
Expenses	$322,118	$264,787	+0.2%
Net Income	$-109,336	$-133,773	-0.2%

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
ELIZABETH LEE	DIRECTOR	1.00	Director	$0	$0	$0
ALAN STUART	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA STEELE	DIRECTOR	1.00	Director	$0	$0	$0
KYLE BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA HOLLIS	PRESIDENT	5.00	Officer	$0	$0	$0
SUZY MCKINNEY	SECRETARY	5.00	Officer	$0	$0	$0
MELISA RAMEY	TREASURER	5.00	Officer	$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	$212,782	$322,118	$463,957	$-109,336
2024	$131,014	$264,787	$573,293	$-133,773
2023	$221,073	$358,294	$707,066	$-137,221
2022	$80,260	$203,495	$844,287	$-123,235
2021	$40,320	$46,911	$967,522	$-6,591
2020	$51,548	$38,716	$974,113	$12,832
2019	$21,045	$72,404	$956,975	$-51,359
2018	$6,456	$3,687	$1,008,334	$2,769

LAKE KEOWEE SOURCE WATER PROTECTION TEAM