KEEPERS OF HISTORIC GREEN-MELDRIM HOUSE INC (EIN 932596542) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

SHERRY HOLTZCLAW

Phone

9123130392

Tax Period

2024-01-01 to 2024-12-31

KEEPERS OF HISTORIC GREEN-MELDRIM HOUSE INC, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $379K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 50% operating margin.

Mission

TO PRESERVE AND MAINTAIN TO THE HIGHEST STANDARDS, THE GREEN-MELDRIM HOUSE, ITS GARDEN AND COLLECTIONS AND TO SHARE WITH SAVANNAH AND THE WORLD THE STORIES OF THOSE WHO DESIGNED, BUILT, WORKED, VISITED AND CHANGED HISTORY IN IT.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $156,264

Program Service Revenue $168,322

Investment Income $9,003

Other Revenue $45,474

TOTAL REVENUE $379,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $101,294

Fundraising Expenses $1,129

Program Expenses $139,211

Other Expenses $86,527

TOTAL EXPENSES $187,821

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,063	$218,799	+0.7%
Expenses	$187,821	$48,669	+2.9%
Net Income	$191,242	$170,130	+0.1%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

125

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

$84,304

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE CREDLE	EXECUTIVE DI	40.00	Officer	$0	$0	$84,304
CONNIE DARBYSHIRE	SECRETARY	3.00	Officer Director	$0	$0	$0
JOHN DEERING	SECRETARY	3.00	Officer Director	$0	$0	$0
STEWART DOHRHAN	DIRECTOR	2.00	Director	$0	$0	$0
GAVIN DUNBAR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GERTRUDE HELMS	DIRECTOR	8.00	Director	$0	$0	$0
SHERRY HOLTZCLAW	CHAIR	8.00	Officer Director	$0	$0	$0
JANE PRESSLY	DIRECTOR	2.00	Director	$0	$0	$0
ANNA WASDEN	DIRECTOR	1.00	Director	$0	$0	$0
JANE WELLS	TREASURER	15.00	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	$379,063	$187,821	$362,621	$191,242
2023	$218,799	$48,669	$171,482	$170,130

KEEPERS OF HISTORIC GREEN-MELDRIM HOUSE INC