DORCHESTER HERITAGE CENTER INC

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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

2020

Legal Domicile

Principal Officer

WILLIAM BLAKELY

Phone

8436960155

Tax Period

2025-01-01 to 2025-12-31

DORCHESTER HERITAGE CENTER INC, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $699K in total revenue in fiscal year 2025. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $239K, a strong 34% operating margin.

Mission

PROMOTE AND EDUCATE THE PUBLIC ABOUT THE IMPORTANCE OF HISTORY BY INDENTIFYING, RESTORING, AND PRESERVING SIGNIFICANT ARTIFACTS AND DOCUMENTS IN DORCHESTER COUNTY

Program Service Accomplishments

Program 1

Expenses: $281,794 Revenue: $693,248

PROMOTE AND EDUCATE THE PUBLIC ON THE IMPORTANCE OF HISTORY IN DORCHESTER COUNTY SOUTH CAROLINA

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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 $167,290

Program Service Revenue $14,399

Investment Income $5,735

Other Revenue $511,559

TOTAL REVENUE $698,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,463

Fundraising Expenses $177,781

Program Expenses $281,794

Other Expenses $119,331

TOTAL EXPENSES $459,575

Year-over-Year Comparison

	2025	2024	Change
Revenue	$698,983	$1,683,923	-0.6%
Expenses	$459,575	$541,556	-0.2%
Net Income	$239,408	$1,142,367	-0.8%

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

Volunteers

185

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
WILLIAM BLAKELEY	TREASURER	10.0	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	$698,983	$459,575	$4,247,924	$239,408
2024	$1,683,923	$541,556	$3,702,869	$1,142,367
2024	$1,683,923	$541,556	$3,702,869	$1,142,367
2023	$1,604,103	$406,978	$2,978,658	$1,197,125
2022	$1,339,856	$432,483	$2,067,336	$907,373
2022	$1,199,566	$292,193	$2,067,336	$907,373
2021	$250,091	$228,495	$1,468,365	$21,596