Civic Intelligence

The Heather Perkins Trew Foundation

990 • Fiscal year 2014 • EIN 35-2349681

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

PO Box 5686Hilton Head Island, SC 29938

(843) 842-5583

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1026%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$14,123

Down $9,861 (-41%) from 2013

Net Assets

Down

$13,747

Down $10,101 (-42%) from 2013

Liabilities

Up

$376

Up $240 (+176%) from 2013

Revenue

Up

$67,496

Up $61,504 (+1026%) from 2013

Expenses

Up

$77,597

Up $31,755 (+69%) from 2013

Net Income

Up

-$10,101

Up $29,749 (+75%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $32,737Net Assets 2010: $32,7372010Assets 2011: $34,033Liabilities 2011: $0Net Assets 2011: $34,0332011Assets 2012: $65,788Liabilities 2012: $2,090Net Assets 2012: $63,6982012Assets 2013: $23,984Liabilities 2013: $136Net Assets 2013: $23,8482013Assets 2014: $14,123Liabilities 2014: $376Net Assets 2014: $13,7472014Assets 2015: $27,955Liabilities 2015: $785Net Assets 2015: $27,1702015Assets 2016: $43,196Liabilities 2016: $126Net Assets 2016: $43,0702016Assets 2017: $84,541Liabilities 2017: $246Net Assets 2017: $84,2952017Assets 2018: $16,694Liabilities 2018: $900Net Assets 2018: $15,7942018Assets 2019: $26,778Liabilities 2019: $1,365Net Assets 2019: $25,4132019Assets 2020: $11,176Liabilities 2020: $0Net Assets 2020: $11,1762020Assets 2021: $13,025Liabilities 2021: $221Net Assets 2021: $12,8042021Assets 2022: $5,223Liabilities 2022: $0Net Assets 2022: $5,2232022Assets 2023: $2,526Liabilities 2023: $1,367Net Assets 2023: $1,1592023Assets 2024: $2,418Liabilities 2024: $375Net Assets 2024: $2,0432024

Highlighted filing

2014

Assets$14,123
Liabilities$376
Net Assets$13,747

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $17,728Expenses 2010: $28,318Net Income 2010: -$10,5902010Expenses 2011: $32,6672011Expenses 2012: $28,5102012Revenue 2013: $5,992Expenses 2013: $45,842Net Income 2013: -$39,8502013Revenue 2014: $67,496Expenses 2014: $77,597Net Income 2014: -$10,1012014Revenue 2015: $110,679Expenses 2015: $97,257Net Income 2015: $13,4222015Revenue 2016: $63,434Expenses 2016: $47,534Net Income 2016: $15,9002016Revenue 2017: $119,422Expenses 2017: $78,197Net Income 2017: $41,2252017Revenue 2018: $23,039Expenses 2018: $91,540Net Income 2018: -$68,5012018Revenue 2019: $39,530Expenses 2019: $29,911Net Income 2019: $9,6192019Revenue 2020: $5,051Expenses 2020: $19,288Net Income 2020: -$14,2372020Revenue 2021: $12,430Expenses 2021: $10,802Net Income 2021: $1,6282021Revenue 2022: $5,215Expenses 2022: $12,796Net Income 2022: -$7,5812022Revenue 2023: $10,325Expenses 2023: $14,389Net Income 2023: -$4,0642023Revenue 2024: $20,300Expenses 2024: $19,416Net Income 2024: $8842024

Highlighted filing

2014

Revenue$67,496
Expenses$77,597
Net Income-$10,101
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$67,496
Mission and Program Overview

Mission

To raise public awareness regarding the need for organ donations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$23,984$12,206▼ $11,778
Prepaid Expenses and Deferred Charges-$1,917-
Total Assets$23,984$14,123▼ $9,861
Liabilities
Accounts Payable and Accrued Expenses$136$376▲ $240
Total Liabilities$136$376▲ $240
Net Assets / Fund Balance
Unrestricted Net Assets$23,848$13,747▼ $10,101
Total Net Assets Fund Balance$23,848$13,747▼ $10,101
Total Liabilities and Net Assets / Fund Balance$23,984$14,123▼ $9,861
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dean PierceBoard Member
Mike PetrilloBoard Member
Dudley KingDirector
Judy P TrewDirector
Jennifer BorettiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$67,479
Program Service Revenue
$0
Investment Income
$17
Other Revenue
$0
All Other Contributions
$67,479
Change in Net Assets
$-10,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,597
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$43,406--$43,406
Office Expenses$3,497$617-$4,114
All Other Expenses$2,665$471-$3,136
Other Expenses$1,250$220-$1,470
Fees for Services Other$370--$370
Fees for Services Legal$200--$200
Total Functional Expenses$76,289$1,308$0$77,597
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflicts of interest policy and financial statements are available for public inspection at the principal office of the non-profit corporation as provided in its articles of incorporation on file with the s.c. Secretary of state.

Filing and Contact Details

Filer

Filer Name
The Heather Perkins Trew Foundation
EIN
35-2349681
Phone
8438425583
Address
PO BOX 5686, HILTON HEAD ISLAND, SC 29938

Signing Officer

Name
Dean Pierce
Title
Board Member
Phone
8438425583
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Pierce
Formed
2008
Legal Domicile
Sc
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Durant Schraibman & Lindsay LLC
Address
4408 FOREST DR STE 300, COLUMBIA, SC 29206-3135
Preparer
Cliff C Lindsay Jr CPA
Phone
8037900020
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLIFF C LINDSAY JR CPA
ReturnHeader/ReturnTs02015-05-15T09:33:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.20$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.01$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.12$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.05$0.19$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.25$0.40$0.30$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.16$0.23$0.92$0.69
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.84$1.19$0.78$0.41
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.63$0.48$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$1.11$0.97$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.67$0.78$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.06$0.46$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.02$0.64$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.18$0.28$0.11