Civic Intelligence

Palmetto Bluff Foundation Inc

990 • Fiscal year 2015 • EIN 41-2128551

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization ProfileN/A
11 Village Park SquareBluffton, SC 29910

(843) 706-6447

Siviq Scores

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

Liabilities / Assets

60th percentile

0.19x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.53x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

0.4%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,754,515

Up $283,022 (+19%) from 2014

Net Assets

Up

$1,424,823

Up $285,918 (+25%) from 2014

Liabilities

Down

$329,692

Down $2,896 (-0.9%) from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin91st percentile

Revenue

Up

$616,398

Up $2,150 (+0.4%) from 2014

Expenses

Down

$329,627

Down $59,119 (-15%) from 2014

Net Income

Up

$286,771

Up $61,269 (+27%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $1,291,146Liabilities 2010: $448,066Net Assets 2010: $843,0802010Assets 2011: $1,297,059Liabilities 2011: $497,392Net Assets 2011: $799,6672011Assets 2012: $1,232,494Liabilities 2012: $369,330Net Assets 2012: $863,1642012Assets 2013: $1,268,318Liabilities 2013: $354,454Net Assets 2013: $913,8642013Assets 2014: $1,471,493Liabilities 2014: $332,588Net Assets 2014: $1,138,9052014Assets 2015: $1,754,515Liabilities 2015: $329,692Net Assets 2015: $1,424,8232015Assets 2016: $1,809,637Liabilities 2016: $170,996Net Assets 2016: $1,638,6412016Assets 2017: $1,802,152Liabilities 2017: -$17,088Net Assets 2017: $1,819,2402017Assets 2018: $2,288,725Liabilities 2018: $73,462Net Assets 2018: $2,215,2632018Assets 2019: $2,603,258Liabilities 2019: $51,155Net Assets 2019: $2,552,1032019Assets 2020: $3,423,993Liabilities 2020: $134,736Net Assets 2020: $3,289,2572020Assets 2021: $4,799,581Liabilities 2021: $131,204Net Assets 2021: $4,668,3772021Assets 2022: $5,565,654Liabilities 2022: $190,902Net Assets 2022: $5,374,7522022Assets 2023: $6,435,104Liabilities 2023: $329,008Net Assets 2023: $6,106,0962023Assets 2024: $7,666,060Liabilities 2024: $275,148Net Assets 2024: $7,390,9122024

Highlighted filing

2015

Assets$1,754,515
Liabilities$329,692
Net Assets$1,424,823
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $296,7992010Expenses 2011: $250,9712011Expenses 2012: $265,4292012Revenue 2013: $342,934Expenses 2013: $293,111Net Income 2013: $49,8232013Revenue 2014: $614,248Expenses 2014: $388,746Net Income 2014: $225,5022014Revenue 2015: $616,398Expenses 2015: $329,627Net Income 2015: $286,7712015Revenue 2016: $622,291Expenses 2016: $408,473Net Income 2016: $213,8182016Revenue 2017: $839,038Expenses 2017: $658,439Net Income 2017: $180,5992017Revenue 2018: $1,138,983Expenses 2018: $742,960Net Income 2018: $396,0232018Revenue 2019: $1,158,098Expenses 2019: $821,258Net Income 2019: $336,8402019Revenue 2020: $1,541,027Expenses 2020: $803,873Net Income 2020: $737,1542020Revenue 2021: $2,212,912Expenses 2021: $833,792Net Income 2021: $1,379,1202021Revenue 2022: $1,817,104Expenses 2022: $1,110,729Net Income 2022: $706,3752022Revenue 2023: $1,967,041Expenses 2023: $1,235,697Net Income 2023: $731,3442023Revenue 2024: $2,334,826Expenses 2024: $1,050,010Net Income 2024: $1,284,8162024

Highlighted filing

2015

Revenue$616,398
Expenses$329,627
Net Income$286,771
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Gross Receipts
$627,665
Mission and Program Overview

Mission

To preserve and protect the natural environment of the palmetto bluff community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$986,992$988,804▲ $1,812
Cash and Non-Interest-Bearing Accounts$198,723$546,944▲ $348,221
Other Notes and Loans Receivable, Net$242,571$181,380▼ $61,191
Prepaid Expenses and Deferred Charges$3,850$18,925▲ $15,075
Inventories for Sale or Use$23,703$18,397▼ $5,306
Investments Other Securities$7,029--
Accounts Receivable$8,625$65▼ $8,560
Total Assets$1,471,493$1,754,515▲ $283,022
Liabilities
Other Liabilities$319,554$312,920▼ $6,634
Accounts Payable and Accrued Expenses$13,034$16,772▲ $3,738
Total Liabilities$332,588$329,692▼ $2,896
Net Assets / Fund Balance
Unrestricted Net Assets$149,135$1,424,823▲ $1,275,688
Permanently Rstr Net Assets$956,545--
Temporarily Rstr Net Assets$33,225--
Total Net Assets Fund Balance$1,138,905$1,424,823▲ $285,918
Total Liabilities and Net Assets / Fund Balance$1,471,493$1,754,515▲ $283,022

Asset Categories

AssetBook ValueDepreciationBasis
Land$956,545-$956,545
Other Land Buildings$-125,279$125,279-
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Patricia R KennedyPresident
Andrew JohnsonDirector
Dallas WoodDirector
David MuenksDirector
Peter SmithDirector
Mary C SocciSecretary/tr
Troy LucasVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$89,398
Program Service Revenue
$522,582
Investment Income
$855
Other Revenue
$3,563
All Other Contributions
$89,398
Change in Net Assets
$286,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$329,627
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
Office Expenses-$19,627-$19,627
All Other Expenses-$17,198-$17,198
Other Expenses$12,785--$12,785
Depreciation Depletion$11,806--$11,806
Insurance$7,277$2,207-$9,484
Fees for Services Accounting-$9,000-$9,000
Total Functional Expenses$281,595$48,032$0$329,627
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
Due to Crescent Communities$312,920
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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

“The treasurer and the finance director of the organization both review the tax return before it is filed.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Palmetto Bluff Foundation Inc
EIN
41-2128551
Phone
8437066447
Address
11 VILLAGE PARK SQUARE, BLUFFTON, SC 29910

Signing Officer

Name
Mary C Socci
Title
Secretary/treasurer
Phone
8437066447
Signed
2016-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia R Kennedy
Formed
2004
Legal Domicile
Sc
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Tjs Deemer Dana Llp
Address
118 PARK OF COMMERCE DR SUITE 200, SAVANNAH, GA 31405
Preparer
John a Vandaveer CPA
Phone
9122381001
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE NORTH AMERICAN LAND TRUST ("NALT") PROVIDES CONSULTING SERVICES TO THE FOUNDATION IN SUPPORT OF THE STEWARDSHIP PLAN DEVELOPED BY BOTH ORGANIZATIONS FOR MANAGING THE CONSERVATION PROPERTY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION WAS CREATED TO PROVIDE STEWARDSHIP OF CONSERVATION PROPERTY EASEMENTS GRANTED TO THE NORTH AMERICAN LAND TRUST ("NALT") WHICH IS A 501 (C)(3) ORGANIZATION. A STEWARDSHIP PLAN WAS CREATED IN CONJUCTION WITH NALT THAT PROVIDES GENERAL ADVICE AND CONSULTING SERVICES TO THE FOUNDATION ON MANAGING THE CONSERVATION PROPERTY WHICH ALSO INCLUDES CONSERVATION EDUCATION TO THE PUBLIC. THESE ACTIVITIES ARE THE BASIS OF NALT'S EXEMPTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE FOUNDATION'S ACTIVITIES ARE DEVELOPED IN CONJUCTION WITH THE NALT AND ARE CONSISTENT WITH ACTIVITIES PERFORMED BY THE NALT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0232698266
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0455
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH AMERICAN LAND TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0NORTH AMERICAN LAND TRUST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0455
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0956545
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0956545
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-125279
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0125279
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0312920
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CRESCENT COMMUNITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0831266
IRS990ScheduleD/TotalLiabilityAmt0312920
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER AND THE FINANCE DIRECTOR OF THE ORGANIZATION BOTH REVIEW THE TAX RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NORTH AMERICAN LAND TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232698266
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONSERVAT.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 HICKORY HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHADDS FORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019317
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt033225
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01471493
IRS990/TotalAssetsEOYAmt01754515
IRS990/TotalAssetsGrp/BOYAmt01471493
IRS990/TotalAssetsGrp/EOYAmt01754515
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt089398
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048032
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0281595
IRS990/TotalFunctionalExpensesGrp/TotalAmt0329627
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0332588
IRS990/TotalLiabilitiesEOYAmt0329692
IRS990/TotalLiabilitiesGrp/BOYAmt0332588
IRS990/TotalLiabilitiesGrp/EOYAmt0329692
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01138905
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01424823
IRS990/TotalProgramServiceExpensesAmt0281595
IRS990/TotalProgramServiceRevenueAmt0522582
IRS990/TotalRevenueGrp/ExclusionAmt0855
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0526145
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0616398
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01471493
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01754515
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0149135
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01424823
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 VILLAGE PARK SQUARE
IRS990/USAddress/CityNm0BLUFFTON
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029910
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,754,515
Liabilities
$329,692
Net assets
$1,424,823
Revenue
$616,398
Expenses
$329,627
Net income
$286,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.67$0.28$7.39$2.33$1.05$1.28
2023Summary only. Only limited summary data is available for this year.$6.44$0.33$6.11$1.97$1.24$0.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.57$0.19$5.37$1.82$1.11$0.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.13$4.67$2.21$0.83$1.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.13$3.29$1.54$0.80$0.74
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.05$2.55$1.16$0.82$0.34
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.07$2.22$1.14$0.74$0.40
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.02$1.82$0.84$0.66$0.18
2016Summary only. Only limited summary data is available for this year.$1.81$0.17$1.64$0.62$0.41$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.33$1.42$0.62$0.33$0.29
2014Summary only. Only limited summary data is available for this year.$1.47$0.33$1.14$0.61$0.39$0.23
2013Summary only. Only limited summary data is available for this year.$1.27$0.35$0.91$0.34$0.29$0.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.37$0.86$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.50$0.80$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.45$0.84$0.30