Civic Intelligence

Shirley Plantation Foundation

990 • Fiscal year 2017 • EIN 26-2524447

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 08, 2018

Organization ProfileWWW.SHIRLEYPLANTATION.COM/FOUNDATION
501 Shirley Plantation RoadCharles City, VA 23030

(804) 829-5121

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.55x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.38x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

90th percentile

$43,022

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$178,588

Down $40,317 (-18%) from 2016

Net Assets

Down

$80,700

Down $46,109 (-36%) from 2016

Liabilities

Up

$97,888

Up $5,792 (+6.3%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin17th percentile

Revenue

Down

$254,536

Down $60,772 (-19%) from 2016

Expenses

Up

$300,645

Up $20,233 (+7.2%) from 2016

Net Income

Down

-$46,109

Down $81,005 (-232%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0-$100KAssets 2010: $171,850Liabilities 2010: $64,119Net Assets 2010: $107,7312010Assets 2011: $210,001Liabilities 2011: $57,413Net Assets 2011: $152,5882011Assets 2012: $173,554Liabilities 2012: $62,572Net Assets 2012: $110,9822012Assets 2013: $149,093Liabilities 2013: $66,809Net Assets 2013: $82,2842013Assets 2014: $171,721Liabilities 2014: $91,353Net Assets 2014: $80,3682014Assets 2015: $182,489Liabilities 2015: $90,576Net Assets 2015: $91,9132015Assets 2016: $218,905Liabilities 2016: $92,096Net Assets 2016: $126,8092016Assets 2017: $178,588Liabilities 2017: $97,888Net Assets 2017: $80,7002017Assets 2018: $147,855Liabilities 2018: $98,277Net Assets 2018: $49,5782018Assets 2019: $186,235Liabilities 2019: $89,760Net Assets 2019: $96,4752019Assets 2020: $91,739Liabilities 2020: $134,602Net Assets 2020: -$42,8632020Assets 2021: $89,435Liabilities 2021: $112,534Net Assets 2021: -$23,0992021Assets 2022: $70,563Liabilities 2022: $116,035Net Assets 2022: -$45,4722022Assets 2023: $75,169Liabilities 2023: $112,691Net Assets 2023: -$37,5222023Assets 2024: $74,696Liabilities 2024: $117,649Net Assets 2024: -$42,9532024

Highlighted filing

2017

Assets$178,588
Liabilities$97,888
Net Assets$80,700
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $382,0272010Expenses 2011: $456,0692011Expenses 2012: $372,4172012Revenue 2013: $362,470Expenses 2013: $391,168Net Income 2013: -$28,6982013Revenue 2014: $282,997Expenses 2014: $284,913Net Income 2014: -$1,9162014Revenue 2015: $300,273Expenses 2015: $288,728Net Income 2015: $11,5452015Revenue 2016: $315,308Expenses 2016: $280,412Net Income 2016: $34,8962016Revenue 2017: $254,536Expenses 2017: $300,645Net Income 2017: -$46,1092017Revenue 2018: $229,427Expenses 2018: $260,549Net Income 2018: -$31,1222018Revenue 2019: $247,615Expenses 2019: $200,718Net Income 2019: $46,8972019Revenue 2020: $49,422Expenses 2020: $188,760Net Income 2020: -$139,3382020Revenue 2021: $164,641Expenses 2021: $144,877Net Income 2021: $19,7642021Revenue 2022: $135,093Expenses 2022: $157,711Net Income 2022: -$22,6182022Revenue 2023: $131,101Expenses 2023: $123,151Net Income 2023: $7,9502023Revenue 2024: $34,428Expenses 2024: $36,192Net Income 2024: -$1,7642024

Highlighted filing

2017

Revenue$254,536
Expenses$300,645
Net Income-$46,109
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 8, 2018
Return Version
2017v2.3
Gross Receipts
$322,233
Mission and Program Overview

Mission

The organization was organized for charitable and educational purposes to include management, conservation, and preservation of shirley plantation's historic buildings, lands museum collections, artifacts, and intellectual property while providing a service allowing the general public to continue visiting shirley plantation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,411$94,401▲ $6,990
Land, Buildings, and Equipment, Net$68,708$62,224▼ $6,484
Inventories for Sale or Use$50,079$9,347▼ $40,732
Accounts Receivable$2,107$2,016▼ $91
Total Assets$218,905$178,588▼ $40,317
Other Assets Total$10,600$10,600→ $0
Liabilities
Accounts Payable and Accrued Expenses$68,832$73,476▲ $4,644
Other Liabilities$23,264$24,412▲ $1,148
Total Liabilities$92,096$97,888▲ $5,792
Net Assets / Fund Balance
Unrestricted Net Assets$126,809$80,700▼ $46,109
Total Net Assets Fund Balance$126,809$80,700▼ $46,109
Total Liabilities and Net Assets / Fund Balance$218,905$178,588▼ $40,317

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$62,224$98,473$160,697
Other Assets Org$10,600--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren Murphy CarterSecretary/trFT$34,145$8,877$43,022
Robert Randolph CarterVice PresideFT$36,243-$36,243

Board Members and Trustees

NameTitle
Charles H Carter IiiPresident
Jacqueline Stoker StewartDirector
Mary Beth McintireDirector
Robert H Chappell IiiDirector
Robert J TeagleDirector
W Lee Daniels PhdDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$14,920
Program Service Revenue
$211,600
Investment Income
$0
Other Revenue
$28,016
All Other Contributions
$10,955
Change in Net Assets
$-46,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,867
Other Expenses$96,778
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,795--$99,795
Current Officers, Directors, Trustees, and Key Employees$70,388--$70,388
Insurance-$17,928-$17,928
Other Employee Benefits$17,437--$17,437
Payroll Taxes$16,247--$16,247
Depreciation Depletion-$13,170-$13,170
Office Expenses-$8,135-$8,135
Occupancy-$7,852-$7,852
Advertising-$4,453-$4,453
Travel-$2,095-$2,095
Other Expenses$10,569$1,652-$1,652
Fees for Services Accounting-$1,628-$1,628
All Other Expenses$555$44-$599
Fees for Services Legal-$416-$416
Total Functional Expenses$214,991$85,654$0$300,645
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$24,412
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Robert randolph carter charles h. Carter iii v president president brothers charles h. Carter iii lauren murphy carter president secretary/tr spouses”

Form 990, Page 6, Part VI, Line 11B

“The finance committee reviews the tax return.”

Form 990, Page 6, Part VI, Line 12C

“All officers, directors, trustees and employees are required to disclose any actual conflict of interest.”

Form 990, Page 6, Part VI, Line 15A

“The finance committee annually reviews compensation of the top officials, if applicable.”

Form 990, Page 6, Part VI, Line 15B

“The finance committee annually reviews compensation of the officers, if applicable.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Shirley Plantation Foundation
EIN
26-2524447
Phone
8048295121
Address
501 SHIRLEY PLANTATION ROAD, CHARLES CITY, VA 23030

Signing Officer

Name
Charles H Carter Iii
Title
President
Phone
8048295121
Signed
2018-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles H Carter Iii
Formed
2009
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
6
Employees
19
Volunteers
7

Preparer

Firm
Meadows Urquhart Acree & Cook Llp
Address
1802 BAYBERRY CT 102, RICHMOND, VA 23226-3773
Preparer
Kelli P Meadows CPA
Phone
8042495786
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization was organized for charitable and educational purposes that include management, conservation, and preservation of shirley plantation's historic buildings, lands, museum collections, artifacts, and intellectual property, while providing the service of allowing the general public to continue visiting shirley plantation.”

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IRS990/RentalIncomeOrLossGrp/RealAmt027567
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IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
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IRS990ScheduleA/PublicSupportCY509Pct00.94810
IRS990ScheduleA/PublicSupportPY509Pct00.95510
IRS990ScheduleA/PublicSupportTotal509Amt01611594
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0318884
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0307276
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0320294
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0316806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0407313
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01699769
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010600
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MUSEUM ARTIFACTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt062224
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt098473
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0160697
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024412
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt062224
IRS990ScheduleD/TotalBookValueOtherAssetsAmt010600
IRS990ScheduleD/TotalLiabilityAmt024412
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES THAT INCLUDE MANAGEMENT, CONSERVATION, AND PRESERVATION OF SHIRLEY PLANTATION'S HISTORIC BUILDINGS, LANDS, MUSEUM COLLECTIONS, ARTIFACTS, AND INTELLECTUAL PROPERTY, WHILE PROVIDING THE SERVICE OF ALLOWING THE GENERAL PUBLIC TO CONTINUE VISITING SHIRLEY PLANTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROBERT RANDOLPH CARTER CHARLES H. CARTER III V PRESIDENT PRESIDENT BROTHERS CHARLES H. CARTER III LAUREN MURPHY CARTER PRESIDENT SECRETARY/TR SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS, DIRECTORS, TRUSTEES AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE ANNUALLY REVIEWS COMPENSATION OF THE TOP OFFICIALS, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FINANCE COMMITTEE ANNUALLY REVIEWS COMPENSATION OF THE OFFICERS, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt014920
IRS990/TotalEmployeeCnt019
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214991
IRS990/TotalFunctionalExpensesGrp/TotalAmt0300645
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt097888
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IRS990/TotalLiabilitiesGrp/EOYAmt097888
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IRS990/TotalProgramServiceRevenueAmt0211600
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IRS990/TravelGrp/ManagementAndGeneralAmt02095
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0126809
IRS990/UnrestrictedNetAssetsGrp/EOYAmt080700
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0461 SHIRLEY PLANTATION RD
IRS990/USAddress/CityNm0CHARLES CITY
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023030
IRS990/VotingMembersGoverningBodyCnt08
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IRS990/WebsiteAddressTxt0WWW.SHIRLEYPLANTATION.COM/FOUNDATION
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES H CARTER III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08048295121
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIRLEY PLANTATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHIR
ReturnHeader/Filer/EIN0262524447
ReturnHeader/Filer/PhoneNum08048295121
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 SHIRLEY PLANTATION ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLES CITY
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ReturnHeader/FilingSecurityInformation/IPDt02018-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:29:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201485301

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,588
Liabilities
$97,888
Net assets
$80,700
Revenue
$254,536
Expenses
$300,645
Net income
-$46,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$1.18$0.43$0.34$0.36$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.75$1.13$0.38$1.31$1.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.71$1.16$0.45$1.35$1.58$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.89$1.13$0.23$1.65$1.45$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.92$1.35$0.43$0.49$1.89$1.39
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.90$0.96$2.48$2.01$0.47
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.98$0.50$2.29$2.61$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.98$0.81$2.55$3.01$0.46
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.92$1.27$3.15$2.80$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.91$0.92$3.00$2.89$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.91$0.80$2.83$2.85$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.67$0.82$3.62$3.91$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.63$1.11$3.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.57$1.53$4.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.64$1.08$3.82