LIBERTY FELLOWSHIP OF SOUTH CAROLI… - Form 990 Financial Data

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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

2023

Legal Domicile

Principal Officer

TYCELY WILLIAMS

Phone

8645299402

Tax Period

2023-07-01 to 2024-06-30

LIBERTY FELLOWSHIP OF SOUTH CAROLINA, founded in 2023, is a community nonprofit in the Public & Societal Benefit sector that reported $1.0M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION IS A NETWORK OF VALUES-BASED LEADERS COMMITTED TO THE BETTERMENT OF LIFE AND OPPORTUNITY FOR ALL CITIZENS OF SOUTH CAROLINA. THROUGH A RIGOROUS, 18-MONTH SEMINAR SERIES, A COHORT OF APPROXIMATELY 20 ESTABLISHED LEADERS BECOME LIBERTY FELLOWS EVERY TWO YEARS.

Program Service Accomplishments

Program 1

Expenses: $148,348

THE CALL TO ACTION SEMINAR FOR THE CLASS OF 2024 LIBERTY FELLOWS IS THE FINAL SEMINAR OF THE LIBERTY FELLOWSHIP EXPERIENCE WHERE FELLOWS REPORT ON IMPLEMENTATION OF THEIR INDIVIDUAL VENTURES AND...

THE CALL TO ACTION SEMINAR FOR THE CLASS OF 2024 LIBERTY FELLOWS IS THE FINAL SEMINAR OF THE LIBERTY FELLOWSHIP EXPERIENCE WHERE FELLOWS REPORT ON IMPLEMENTATION OF THEIR INDIVIDUAL VENTURES AND FUTURE GOALS AND OUTCOMES, REPORT HOW THE FELLOWSHIP EXPERIENCE HAS IMPROVED THEIR LEADERSHIP STYLE AND SHARE THEIR SPECIFIC ACTION PLAN FOR MOVING SC FORWARD IN THEIR COMMUNITIES. FELLOWS MAKE A FORMAL COMMITMENT TO THEIR CLASSMATES, THE LIBERTY FELLOWSHIPS NETWORK OF FELLOWS, AND SOUTH CAROLINA.

Program 2

Expenses: $129,195 Revenue: $6,375

THE CONTINUING THE JOURNEY SEMINAR FOR LIBERTY FELLOW ALUMNI IS AN OPPORTUNITY FOR FELLOWS WHO HAVE PREVIOUSLY COMPLETED THE FELLOWSHIP EXPERIENCE AND WISH TO REENGAGE WITH RENEWING THEIR COMMITMENT TO MOVING SC FORWARD. FELLOWS PROVIDE AN UPDATE ON THEIR ORIGINAL VENTURE, REPORT ON EFFORTS AND INITIATIVES IMPLEMENTED AFTER THEIR EARLIER FELLOWSHIP EXPERIENCE AND FORGE NEW CONNECTIONS WITH NEW FELLOWS TO LEVERAGE WORK BY OTHER FELLOWS IN THE LIBERTY FELLOWSHIP NETWORK.

Program 3

Expenses: $191,235

THE CHALLENGE OF LEADERSHIP SEMINAR FOR A NEWLY NAMED LIBERTY FELLOWSHIP CLASS IS THE FIRST CONVENING FOR FELLOWS WHERE THEY LEARN AND DISCUSS VARIOUS LEADERSHIP PHILOSOPHIES AND BEGIN TO IDENTIFY...

THE CHALLENGE OF LEADERSHIP SEMINAR FOR A NEWLY NAMED LIBERTY FELLOWSHIP CLASS IS THE FIRST CONVENING FOR FELLOWS WHERE THEY LEARN AND DISCUSS VARIOUS LEADERSHIP PHILOSOPHIES AND BEGIN TO IDENTIFY THE AREA OF NEED THEY WANT TO FOCUS ON FOR THEIR VENTURE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $934,011

Program Service Revenue $6,375

Investment Income $81,120

Other Revenue $1,725

TOTAL REVENUE $1,023,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $502,818

Fundraising Expenses $188,834

Program Expenses $772,122

Other Expenses $573,291

TOTAL EXPENSES $1,076,109

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,023,231	N/A	N/A
Expenses	$1,076,109	N/A	N/A
Net Income	$-52,878	N/A	N/A

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

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

$196,940

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN MARIE STIERITZ	CEO	40.00	Officer	$196,940	$0	$196,940
MICHAEL ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK CAWLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH A FLEMING	CHAIR	5.00	Officer Director	$0	$0	$0
KERRI FOREST	VICE CHAIR	2.00	Officer Director	$0	$0	$0
IRIS GRIFFIN	BOARD MEMBER	0.50	Director	$0	$0	$0
JASON TOMPKINS	BOARD MEMBER	5.00	Director	$0	$0	$0
OCTAVIA WILLIAMS-BLAKE	BOARD MEMBER	2.00	Director	$0	$0	$0
GEOFF WILSON	BOARD MEMBER	1.50	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	No data	No data	No data	No data
2024	$1,023,231	$1,076,109	$1,955,062	$-52,878

LIBERTY FELLOWSHIP OF SOUTH CAROLINA