Civic Intelligence

Palmetto Bluff Foundation Inc

990 • Fiscal year 2018 • EIN 41-2128551

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 16, 2019

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

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.06x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

85th percentile

27%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$2,288,725

Up $486,573 (+27%) from 2017

Net Assets

Up

$2,215,263

Up $396,023 (+22%) from 2017

Liabilities

Up

$73,462

Up $90,550 (+530%) from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin86th percentile

Revenue

Up

$1,138,983

Up $299,945 (+36%) from 2017

Expenses

Up

$742,960

Up $84,521 (+13%) from 2017

Net Income

Up

$396,023

Up $215,424 (+119%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2018

Assets$2,288,725
Liabilities$73,462
Net Assets$2,215,263
Open 2018 Filing

Operations Trend

Revenue Growth83rd 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

2018

Revenue$1,138,983
Expenses$742,960
Net Income$396,023
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$1,141,681
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$1,000,980$1,194,757▲ $193,777
Cash and Non-Interest-Bearing Accounts$444,009$988,209▲ $544,200
Other Notes and Loans Receivable, Net$347,329$95,619▼ $251,710
Inventories for Sale or Use$7,495$4,796▼ $2,699
Prepaid Expenses and Deferred Charges$1,989$4,273▲ $2,284
Accounts Receivable$350$1,071▲ $721
Total Assets$1,802,152$2,288,725▲ $486,573
Liabilities
Other Liabilities-$45,215-
Accounts Payable and Accrued Expenses$-17,088$28,247▲ $45,335
Total Liabilities$-17,088$73,462▲ $90,550
Net Assets / Fund Balance
Unrestricted Net Assets$1,819,240$2,215,263▲ $396,023
Total Net Assets Fund Balance$1,819,240$2,215,263▲ $396,023
Total Liabilities and Net Assets / Fund Balance$1,802,152$2,288,725▲ $486,573

Asset Categories

AssetBook ValueDepreciationBasis
Land$956,545-$956,545
Equipment$238,212$232,682$470,894
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Patricia R KennedyPresident
Andrew JohnsonDirector
DAVID O'DONOGHUEDirector
David H SewellDirector
Mark PolitesDirector
Michael HuusDirector
Stephen JohnsonDirector
S Dallas WoodTreasurer
M Troy LucasVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$408,229
Program Service Revenue
$728,654
Investment Income
$118
Other Revenue
$1,982
All Other Contributions
$403,229
Change in Net Assets
$396,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$742,960
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
Depreciation Depletion$40,081--$40,081
All Other Expenses$27,919--$27,919
Fees for Services Accounting-$27,574-$27,574
Other Expenses$20,071--$20,071
Insurance$5,442$6,906-$12,348
Fees for Services Legal-$3,675-$3,675
Office Expenses-$2,299-$2,299
Advertising-$1,377-$1,377
Total Functional Expenses$701,129$41,831$0$742,960
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
Other Liabilities$45,215
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
8437066458
Address
11 VILLAGE PARK SQUARE, BLUFFTON, SC 29910

Signing Officer

Name
S Dallas Wood
Title
Treasurer
Phone
8437066458
Signed
2019-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia R Kennedy
Formed
2004
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
3
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/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
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/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH AMERICAN LAND TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0NORTH AMERICAN LAND TRUST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0238212
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0232682
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0470894
IRS990ScheduleD/LandGrp/BookValueAmt0956545
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0956545
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045215
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01194757
IRS990ScheduleD/TotalLiabilityAmt045215
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/PublicCharityStatusTxt010
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/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01802152
IRS990/TotalAssetsEOYAmt02288725
IRS990/TotalAssetsGrp/BOYAmt01802152
IRS990/TotalAssetsGrp/EOYAmt02288725
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0408229
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041831
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0701129
IRS990/TotalFunctionalExpensesGrp/TotalAmt0742960
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-17088
IRS990/TotalLiabilitiesEOYAmt073462
IRS990/TotalLiabilitiesGrp/BOYAmt0-17088
IRS990/TotalLiabilitiesGrp/EOYAmt073462
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01819240
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02215263
IRS990/TotalProgramServiceExpensesAmt0701129
IRS990/TotalProgramServiceRevenueAmt0728654
IRS990/TotalRevenueGrp/ExclusionAmt0118
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0730636
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01138983
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01802152
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02288725
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01819240
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02215263
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 VILLAGE PARK SQUARE
IRS990/USAddress/CityNm0BLUFFTON
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029910
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,288,725
Liabilities
$73,462
Net assets
$2,215,263
Revenue
$1,138,983
Expenses
$742,960
Net income
$396,023
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
2018Detailed filing. Detailed filing data is available for this year.$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
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