Civic Intelligence

Port Gibson Heritage Trust

EIN 30-0407300 • 501(c)3 • Port Gibson, MS

Profile

Preservation of buildings

PO Box 751Port Gibson, MS 39150
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$53,718

Up $12,111 (+29%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$53,718

Up $12,111 (+29%) from 2018

Operations
Liabilities / Revenue61st percentileNet Margin91st percentile

Revenue

Down

$21,987

Down $6,553 (-23%) from 2018

Expenses

Down

$9,876

Down $15,281 (-61%) from 2018

Net Income

Up

$12,111

Up $8,728 (+258%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $26,750Net Assets 2011: $26,7502011Assets 2014: $26,263Liabilities 2014: $0Net Assets 2014: $26,2632014Assets 2015: $27,856Liabilities 2015: $0Net Assets 2015: $27,8562015Assets 2016: $33,164Liabilities 2016: $0Net Assets 2016: $33,1642016Assets 2017: $38,224Liabilities 2017: $0Net Assets 2017: $38,2242017Assets 2018: $41,607Liabilities 2018: $0Net Assets 2018: $41,6072018Assets 2019: $53,718Liabilities 2019: $0Net Assets 2019: $53,7182019

Highlighted filing

2019

Assets$53,718
Liabilities$0
Net Assets$53,718
Open 2019 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $6,765Expenses 2011: $4,791Net Income 2011: $1,9742011Revenue 2014: $140Expenses 2014: $428Net Income 2014: -$2882014Revenue 2015: $3,225Expenses 2015: $1,632Net Income 2015: $1,5932015Revenue 2016: $8,178Expenses 2016: $2,870Net Income 2016: $5,3082016Revenue 2017: $12,941Expenses 2017: $7,881Net Income 2017: $5,0602017Revenue 2018: $28,540Expenses 2018: $25,157Net Income 2018: $3,3832018Revenue 2019: $21,987Expenses 2019: $9,876Net Income 2019: $12,1112019

Highlighted filing

2019

Revenue$21,987
Expenses$9,876
Net Income$12,111
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,718
Liabilities
$0
Net assets
$53,718
Revenue
$21,987
Expenses
$9,876
Net income
$12,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$22.0$9.88$12.1
2018Detailed filing. Detailed filing data is available for this year.$41.6$0.00$41.6$28.5$25.2$3.38
2017Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$12.9$7.88$5.06
2016Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$8.18$2.87$5.31
2015Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$3.23$1.63$1.59
2014Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$0.14$0.43$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$26.8$6.77$4.79$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$21,987
Mission and Program Overview

Mission

Preservation of buildings

Program Services

DescriptionGrantsExpenses
Historic Preservation--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
John L TorreyTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Port Gibson Heritage Trust
EIN
30-0407300
Address
PO Box 751, Port Gibson, MS 39150

Signing Officer

Name
John L Torrey
Title
Treasurer
Phone
6014374652
Signed
2019-11-07
Discuss with paid preparer
No

Preparer

Firm
H M Drake Jr CPA PA
Address
302 Coffee St, Port Gibson, MS 39150
Preparer
H M Drake Jr
Phone
6014378846
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPromotional 836Supplies 150”

Raw XML Appendix121 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0John L Torrey
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0No compensation at all.
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0John L Torrey
IRS990EZ/BooksInCareOfDetail/PhoneNum06014374652
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01005 Glensade Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Port Gibson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041607
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053718
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021987
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012111
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041607
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053718
IRS990EZ/GrossReceiptsAmt021987
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041607
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053718
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041607
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053718
IRS990EZ/OccupancyRentUtltsAndMaintAmt08890
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John L Torrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0986
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preservation of buildings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Historic Preservation
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09876
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt021987
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt074841
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83290
IRS990ScheduleA/PublicSupportPY170Pct00.75580
IRS990ScheduleA/PublicSupportTotal170Amt062338
IRS990ScheduleA/SubstantialContributorsTotAmt012503
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03225
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt074841
IRS990ScheduleA/TotalSupportAmt074841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPromotional 836Supplies 150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0John L Torrey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06014374652
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Port Gibson Heritage Trust
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0300407300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 751
ReturnHeader/Filer/USAddress/CityNm0Port Gibson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039150
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E98081363F67EF36E9A3FABA1145E36262E54F23
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E98081363F67EF36E9A3FABA1145E36262E54F23
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06423142019312njt42du
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.194.88.218
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTm011:06:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640761042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H M Drake Jr CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Coffee St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Gibson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039150
ReturnHeader/PreparerPersonGrp/PhoneNum06014378846
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H M Drake Jr
ReturnHeader/ReturnTs02019-11-08T11:04:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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