Civic Intelligence

Palmetto Bluff Foundation Inc

990 • Fiscal year 2016 • EIN 41-2128551

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 29, 2017

Organization ProfileN/A
11 Village Park SquareBluffton, SC 29910

(843) 706-6458

Siviq Scores

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

Liabilities / Assets

49th percentile

0.09x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.27x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

34%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

57th percentile

3.1%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

1.0%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Flat

$1,809,637

Flat from 2016

Net Assets

Flat

$1,638,641

Flat from 2016

Liabilities

Flat

$170,996

Flat from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin88th percentile

Revenue

Flat

$622,291

Flat from 2016

Expenses

Flat

$408,473

Flat from 2016

Net Income

Flat

$213,818

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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 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

2016

Assets$1,809,637
Liabilities$170,996
Net Assets$1,638,641
Open 2016 Filing

Operations Trend

Revenue Growth45th 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 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

2016

Revenue$622,291
Expenses$408,473
Net Income$213,818
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 29, 2017
Return Version
2016v3.0
Gross Receipts
$628,800
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$988,804$978,993▼ $9,811
Cash and Non-Interest-Bearing Accounts$546,944$588,872▲ $41,928
Other Notes and Loans Receivable, Net$181,380$204,323▲ $22,943
Loans From Officers Directors$312,920$156,460▼ $156,460
Prepaid Expenses and Deferred Charges$18,925$18,918▼ $7
Inventories for Sale or Use$18,397$14,721▼ $3,676
Accounts Receivable$65$3,810▲ $3,745
Total Assets$1,754,515$1,809,637▲ $55,122
Liabilities
Accounts Payable and Accrued Expenses$16,772$14,536▼ $2,236
Total Liabilities$329,692$170,996▼ $158,696
Net Assets / Fund Balance
Unrestricted Net Assets$1,424,823$1,638,641▲ $213,818
Total Net Assets Fund Balance$1,424,823$1,638,641▲ $213,818
Total Liabilities and Net Assets / Fund Balance$1,754,515$1,809,637▲ $55,122

Asset Categories

AssetBook ValueDepreciationBasis
Land$956,545-$956,545
Other Land Buildings$22,448$135,091$157,539
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Patricia R KennedyPresident
Andrew JohnsonDirector
Peter SmithDirector
Stephen JohnsonDirector
S Dallas WoodTreasurer
M Troy LucasVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$108,420
Program Service Revenue
$508,616
Investment Income
$214
Other Revenue
$5,041
All Other Contributions
$108,420
Change in Net Assets
$213,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$408,473
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
Other Expenses$38,328$22,796-$22,796
All Other Expenses$8,110$8,860-$16,970
Office Expenses-$15,755-$15,755
Fees for Services Accounting-$11,865-$11,865
Fees for Services Legal-$11,823-$11,823
Depreciation Depletion$9,812--$9,812
Insurance$4,662$2,331-$6,993
Advertising-$2,358-$2,358
Total Functional Expenses$332,685$75,788$0$408,473
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$312,920$156,460▼ $156,460
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 it 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
8437066458
Address
11 VILLAGE PARK SQUARE, BLUFFTON, SC 29910

Signing Officer

Name
S Dallas Wood
Title
Treasurer
Phone
8437066458
Signed
2017-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia R Kennedy
Formed
2004
Legal Domicile
Sc
Voting Board Members
6
Independent Board Members
2
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/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
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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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/BookValueAmt022448
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0135091
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0157539
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0978993
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0156460
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0CRESCENT COMMUNITIES LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine2Txt0CRESCENT COMMUNITIES LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUNDING-BUDGET SHORTFALL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0312920
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0SUBST. CONTRIBUTOR
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IRS990ScheduleL/TotalBalanceDueAmt0156460
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER AND THE FINANCE DIRECTOR OF THE ORGANIZATION BOTH REVIEW THE TAX RETURN BEFORE IT IT 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/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 HICKORY HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHADDS FORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019317
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01754515
IRS990/TotalAssetsEOYAmt01809637
IRS990/TotalAssetsGrp/BOYAmt01754515
IRS990/TotalAssetsGrp/EOYAmt01809637
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0108420
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075788
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0332685
IRS990/TotalFunctionalExpensesGrp/TotalAmt0408473
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0329692
IRS990/TotalLiabilitiesEOYAmt0170996
IRS990/TotalLiabilitiesGrp/BOYAmt0329692
IRS990/TotalLiabilitiesGrp/EOYAmt0170996
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01424823
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01638641
IRS990/TotalProgramServiceExpensesAmt0332685
IRS990/TotalProgramServiceRevenueAmt0508616
IRS990/TotalRevenueGrp/ExclusionAmt0214
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0513657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0622291
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01754515
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01809637
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01424823
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01638641
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 VILLAGE PARK SQUARE
IRS990/USAddress/CityNm0BLUFFTON
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029910
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0S DALLAS WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08437066458
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALMETTO BLUFF FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PALM

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,809,637
Liabilities
$170,996
Net assets
$1,638,641
Revenue
$622,291
Expenses
$408,473
Net income
$213,818
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
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.17$1.64$0.62$0.41$0.21
2016Summary only. Only limited summary data is available for this year.$1.81$0.17$1.64$0.62$0.41$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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