Civic Intelligence

Dorchester Trust Foundation

990EZ • Fiscal year 2018 • EIN 26-3359757

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization ProfileN/A
PO Box 1261Summerville, SC 29484

(843) 408-9494

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

112%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$474,157

Up $4,220 (+0.9%) from 2017

Net Assets

Up

$474,157

Up $4,220 (+0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Up

$5,213

Up $2,756 (+112%) from 2017

Expenses

Down

$993

Down $173,422 (-99%) from 2017

Net Income

Up

$4,220

Up $176,178 (+102%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2010: $331,165Liabilities 2010: $0Net Assets 2010: $331,1652010Assets 2011: $739,217Liabilities 2011: $0Net Assets 2011: $739,2172011Assets 2012: $737,226Liabilities 2012: $0Net Assets 2012: $737,2262012Assets 2013: $735,436Liabilities 2013: $0Net Assets 2013: $735,4362013Assets 2014: $739,674Liabilities 2014: $0Net Assets 2014: $739,6742014Assets 2015: $738,293Liabilities 2015: $0Net Assets 2015: $738,2932015Assets 2016: $641,895Liabilities 2016: $0Net Assets 2016: $641,8952016Assets 2017: $469,937Liabilities 2017: $0Net Assets 2017: $469,9372017Assets 2018: $474,157Liabilities 2018: $0Net Assets 2018: $474,1572018Assets 2019: $436,743Liabilities 2019: $0Net Assets 2019: $436,7432019Assets 2020: $438,556Liabilities 2020: $0Net Assets 2020: $438,5562020Assets 2021: $408,869Liabilities 2021: $0Net Assets 2021: $408,8692021Assets 2022: $391,951Liabilities 2022: $0Net Assets 2022: $391,9512022Assets 2023: $404,572Liabilities 2023: $0Net Assets 2023: $404,5722023Assets 2024: $382,947Net Assets 2024: $382,9472024

Highlighted filing

2018

Assets$474,157
Liabilities$0
Net Assets$474,157
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $1,8352010Expenses 2011: $7,5592011Expenses 2012: $6,0022012Revenue 2013: $3,588Expenses 2013: $5,378Net Income 2013: -$1,7902013Revenue 2014: $8,729Expenses 2014: $4,491Net Income 2014: $4,2382014Revenue 2015: $4,094Expenses 2015: $5,475Net Income 2015: -$1,3812015Revenue 2016: $4,803Expenses 2016: $101,201Net Income 2016: -$96,3982016Revenue 2017: $2,457Expenses 2017: $174,415Net Income 2017: -$171,9582017Revenue 2018: $5,213Expenses 2018: $993Net Income 2018: $4,2202018Revenue 2019: $2,686Expenses 2019: $40,100Net Income 2019: -$37,4142019Revenue 2020: $5,319Expenses 2020: $3,506Net Income 2020: $1,8132020Revenue 2021: $3,622Expenses 2021: $33,309Net Income 2021: -$29,6872021Revenue 2022: $16,500Expenses 2022: $33,418Net Income 2022: -$16,9182022Revenue 2023: $20,650Expenses 2023: $8,029Net Income 2023: $12,6212023Revenue 2024: $11,225Expenses 2024: $32,850Net Income 2024: -$21,6252024

Highlighted filing

2018

Revenue$5,213
Expenses$993
Net Income$4,220
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$5,213
Mission and Program Overview

Mission

The dorchester trust foundation intends to conserve and preserve the bacon's bridge tract from future development and provide additional passive recreational space for the citizens of dorchester county and the general public.

Program Services

DescriptionGrantsExpenses
TO PROVIDE A PASSIVE PARK FOR RECREATIONAL PURSUITS WITHIN THE ASHLEY RIVER CORRIDOR IN DORCHESTER COUNTY, AND TO HELP PROTECT ADDITIONAL LANDS IN DORCHESTER COUNTY, PARTICULARLY IN THE ASHLEY AND EDISTO RIVER BASINS.$0$893
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D BAUGHMANPresident-$0--
GEORGE W MCDANIELSecretary-$0--
SHARON RICHARDSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dorchester Trust Foundation
EIN
26-3359757
Phone
8434089494
Address
PO BOX 1261, SUMMERVILLE, SC 29484

Signing Officer

Name
William D Baughman
Title
President
Phone
8434089494
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Websterrogers Llp
Address
100 SOUTH MAIN STREET SUITE J, SUMMERVILLE, SC 29483
Preparer
Charlotte E Allen CPA
Phone
8438734400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: general liability insurance. Amount: 893.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: officers' meeting. Amount: 100.”

Raw XML Appendix160 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMMERVILLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE DORCHESTER TRUST FOUNDATION INTENDS TO CONSERVE AND PRESERVE THE BACON'S BRIDGE TRACT FROM FUTURE DEVELOPMENT AND PROVIDE ADDITIONAL PASSIVE RECREATIONAL SPACE FOR THE CITIZENS OF DORCHESTER COUNTY AND THE GENERAL PUBLIC.
IRS990EZ/ProgramServiceRevenueAmt05213
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE A PASSIVE PARK FOR RECREATIONAL PURSUITS WITHIN THE ASHLEY RIVER CORRIDOR IN DORCHESTER COUNTY, AND TO HELP PROTECT ADDITIONAL LANDS IN DORCHESTER COUNTY, PARTICULARLY IN THE ASHLEY AND EDISTO RIVER BASINS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.08430
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GENERAL LIABILITY INSURANCE. AMOUNT: 893.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICERS' MEETING. AMOUNT: 100.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum08434089494
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
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ReturnHeader/Filer/BusinessNameControlTxt0DORC
ReturnHeader/Filer/EIN0263359757
ReturnHeader/Filer/PhoneNum08434089494
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ReturnHeader/FilingSecurityInformation/IPTm009:32:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570776381
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029483
ReturnHeader/PreparerPersonGrp/PhoneNum08438734400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLOTTE E ALLEN CPA
ReturnHeader/ReturnTs02019-11-14T10:31:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,157
Liabilities
$0
Net assets
$474,157
Revenue
$5,213
Expenses
$993
Net income
$4,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$3.83$0.11$0.33$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.21$0.08$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.17$0.33$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.04$0.33$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.05$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.03$0.40$0.37
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.05$0.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.02$1.74$1.72
2016Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.05$1.01$0.96
2015Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.04$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.09$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.04$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.37$0.00$7.37$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.39$0.00$7.39$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.00$3.31$0.02