Lowcountry Local First (EIN 870792700) - 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

2007

Legal Domicile

Principal Officer

Jacqueline Berger

Phone

8437405444

Tax Period

2024-01-01 to 2024-12-31

Lowcountry Local First, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

Lowcountry Local First advances economic prosperity and local ownership through (Schedule O) innovative and inclusive initiatives that build our communitys wealth and wellbeing.

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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 $983,152

Program Service Revenue $272,679

Investment Income $24,268

Other Revenue $1,505

TOTAL REVENUE $1,281,604

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $680,032

Fundraising Expenses $127,378

Program Expenses $1,002,887

Other Expenses $562,633

TOTAL EXPENSES $1,247,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,281,604	$1,155,641	+0.1%
Expenses	$1,247,665	$1,212,777	+0.0%
Net Income	$33,939	$-57,136	-1.6%

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

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

$124,411

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Bennet	Chair	2.00	Officer Director	$0	$0	$0
Jennifer Ferrebee	Vice Chair	2.00	Officer Director	$0	$0	$0
Kerri Chisolm	Treasurer	2.00	Officer Director	$0	$0	$0
Kate Schmieding	Secretary	2.00	Officer Director	$0	$0	$0
Jeremiah Bacon	Board Member	1.00	Director	$0	$0	$0
Chris Brown	Board Member	1.00	Director	$0	$0	$0
Edward Kronsberg	Board Member	1.00	Director	$0	$0	$0
Margie Longshore	Board Member	1.00	Director	$0	$0	$0
Sharon L McGhee	Board Member	1.00	Director	$0	$0	$0
Andy McCarthy	Board Member	1.00	Director	$0	$0	$0
Charles McClendon	Board Member	1.00	Director	$0	$0	$0
Jonathan Sanchez	Board Member	1.00	Director	$0	$0	$0
Ryan Stewart	Board Member	1.00	Director	$0	$0	$0
Mimi Striplin	Board Member	1.00	Director	$0	$0	$0
Jacqueline Berger	Executive Director	40.00	Officer	$120,000	$4,411	$124,411

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	$1,281,604	$1,247,665	$1,365,661	$33,939
2023	$1,155,641	$1,212,777	$1,530,251	$-57,136
2022	$1,255,880	$1,211,975	$1,739,977	$43,905
2021	$916,087	$1,039,631	$993,437	$-123,544
2020	$1,461,073	$988,404	$1,094,548	$472,669
2019	$919,992	$819,310	$322,603	$100,682
2018	$684,376	$722,021	$235,308	$-37,645

Lowcountry Local First