Sc Institute on Aging
Nonprofit profile at a glance
- EIN
- 570857545
- IRS 990-EZ coverage
- 2013–2025
- Forms available
- Form 990 2019, Form 990-EZ 2025
- Location
- Mount Pleasant, SC, USA
- Phone
- 8039880005
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $112,185
- Expenses
- $152,691
- Assets
- $5,019
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- KASSIE SOUTH (CEO)
People named in this filing
- DAVID BUCKSHORN (PAST CHAIR)
- KIMBERLY BORTS (BOARD CHAIR)
- DONALD LILLY (CHAIR-ELECT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote the interest of member organizations through leadership, education, and other services in order to enhance our members' abilities to serve their constituencies. To represent non-profit organiztions that provide high-quality health care, daily living services, and housing for older adults in South Carolina.
What it reported doing in 2025
Represent non-profit organizations that provide high-quality health care services, daily living services, and housing for older adults in South Carolina.
Operating model
- Revenue model
- Earned-program. 69% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 82
- Sustainability: 11
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 98.4%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -36.1%; rating input score 3; 3rd percentile among comparable filings
- Total-asset coverage ratio: 0.03; rating input score 6; 6th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 4.7% per year; rating input score 100; 44th percentile among comparable filings
- Revenue growth: -3.3% per year; rating input score 0; 10th percentile among comparable filings
- Asset growth: -7.9% per year; rating input score 0; 12th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 98.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $150K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 9 filing years from 2013 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 3/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 6/100.
- High — Growth: Asset growth scored 0/100.