Civic Intelligence

Hilton Head Institute

EIN 45-4816587 • 501(c)3 • Hilton Head Island, SC

Profile

To (1) provide an annual educational format that explores the forces shaping the future and the implications of their impact on people's values, lifestyle and workplace, (2) provide a vehicle that networks residents on the island with key thought leaders as well as other hilton head residents, (3 distribute content generated by its programs worldwide to influence leadership thinking while building a global brand.

P O Box 22616Hilton Head Island, SC 29925

hiltonheadislandinstitute.org

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 2017

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-128%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

15th percentile

-63%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$12,943

Down $21,865 (-63%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$12,943

Down $21,865 (-63%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin8th percentile

Revenue

Down

$17,020

Down $8,209 (-33%) from 2016

Expenses

Up

$38,885

Up $8,816 (+29%) from 2016

Net Income

Down

-$21,865

Down $17,025 (-352%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$400K$300K$200K$100K$0Assets 2013: $38,239Liabilities 2013: $0Net Assets 2013: $38,2392013Assets 2014: $342,223Liabilities 2014: $0Net Assets 2014: $342,2232014Assets 2015: $39,648Liabilities 2015: $0Net Assets 2015: $39,6482015Assets 2016: $34,808Liabilities 2016: $0Net Assets 2016: $34,8082016Assets 2017: $12,943Liabilities 2017: $0Net Assets 2017: $12,9432017

Highlighted filing

2017

Assets$12,943
Liabilities$0
Net Assets$12,943
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $429,222Expenses 2013: $390,983Net Income 2013: $38,2392013Revenue 2014: $370,527Expenses 2014: $66,543Net Income 2014: $303,9842014Revenue 2015: $254,365Expenses 2015: $556,940Net Income 2015: -$302,5752015Revenue 2016: $25,229Expenses 2016: $30,069Net Income 2016: -$4,8402016Revenue 2017: $17,020Expenses 2017: $38,885Net Income 2017: -$21,8652017

Highlighted filing

2017

Revenue$17,020
Expenses$38,885
Net Income-$21,865
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,943
Liabilities
$0
Net assets
$12,943
Revenue
$17,020
Expenses
$38,885
Net income
-$21,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.17$0.39$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.25$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$2.54$5.57$3.03
2014Summary only. Only limited summary data is available for this year.$3.42$0.00$3.42$3.71$0.67$3.04
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$4.29$3.91$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 25, 2018
Return Version
2017v2.3
Gross Receipts
$17,369
Mission and Program Overview

Mission

To (1) provide an annual educational format that explores the forces shaping the future and the implications of their impact on people's values, lifestyle and workplace, (2) provide a vehicle that networks residents on the island with key thought leaders as well as other hilton head residents, (3 distribute content generated by its programs worldwide to influence leadership thinking while building a global brand.

To (1) provide an annual educational format that explores the forces shaping the future and the implications of their impact on people's values, lifestyle and workplace, (2) provide a vehicle that networks residents on the island with key thought leaders as well as other hilton head residents, (3) distribute content generated by its programs worldwide to influence leadership thinking while building a global brand.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION WAS ABLE TO ASSESS COMMUNITY INTEREST IN GOING FORWARD WITH ITS PRIMARY EXEMPT PURPOSE.$0$38,885
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY BRUBAKERChairman-$0--
DAVID AMESBoard Member-$0--
JIM MACLOEDBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$7,369$7,369$349$7,020
Total Events$7,369$7,369$349$7,020
Filing and Contact Details

Filer

Filer Name
Hilton Head Institute
EIN
45-4816587
Phone
8433010670
Address
P O BOX 22616, HILTON HEAD ISLAND, SC 29925

Signing Officer

Name
Terry Brubaker
Title
Chairman
Phone
8433656597
Signed
2018-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Websterrogers Llp
Address
PO BOX 1999, BLUFFTON, SC 29910
Preparer
Raymond E Warco
Phone
8437068440
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 705. Description: web fees. Amount: 505. Description: miscellaneous. Amount: 782. Total to form 990-ez, line 16: 1,992.”

Raw XML Appendix176 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERRY BRUBAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum08433656597
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 22616
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HILTON HEAD ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029925
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034808
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012943
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-21865
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034808
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012943
IRS990EZ/FundraisingGrossIncomeAmt07369
IRS990EZ/GrossReceiptsAmt017369
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034808
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012943
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034808
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012943
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY BRUBAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID AMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM MACLOED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01992
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO (1) PROVIDE AN ANNUAL EDUCATIONAL FORMAT THAT EXPLORES THE FORCES SHAPING THE FUTURE AND THE IMPLICATIONS OF THEIR IMPACT ON PEOPLE'S VALUES, LIFESTYLE AND WORKPLACE, (2) PROVIDE A VEHICLE THAT NETWORKS RESIDENTS ON THE ISLAND WITH KEY THOUGHT LEADERS AS WELL AS OTHER HILTON HEAD RESIDENTS, (3) DISTRIBUTE CONTENT GENERATED BY ITS PROGRAMS WORLDWIDE TO INFLUENCE LEADERSHIP THINKING WHILE BUILDING A GLOBAL BRAND.
IRS990EZ/PrintingPublicationsPostageAmt0393
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION WAS ABLE TO ASSESS COMMUNITY INTEREST IN GOING FORWARD WITH ITS PRIMARY EXEMPT PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038885
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0349
IRS990EZ/SpecialEventsNetIncomeLossAmt07020
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038885
IRS990EZ/TotalProgramServiceExpensesAmt038885
IRS990EZ/TotalRevenueAmt017020
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0258733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0370500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0401227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01053710
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt095600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0135409
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0224
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01189119
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0354333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0370500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0429057
IRS990ScheduleA/Total509Grp/TotalAmt01189119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0354365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0370527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0429222
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01189343
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0349
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07369
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07020
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0349
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 705. DESCRIPTION: WEB FEES. AMOUNT: 505. DESCRIPTION: MISCELLANEOUS. AMOUNT: 782. TOTAL TO FORM 990-EZ, LINE 16: 1,992.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BRUBAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08433656597
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HILTON HEAD INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HILT
ReturnHeader/Filer/EIN0454816587
ReturnHeader/Filer/PhoneNum08433010670
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 22616
ReturnHeader/Filer/USAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029925
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0637A1AFACE1B067913A75AF2124613DF3748E8CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08E202BC7AE7CB2AF94887097787E4D6B2F7027E6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.53.41.17
ReturnHeader/FilingSecurityInformation/IPDt02018-06-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm005:27:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570776381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBSTERROGERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1999
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUFFTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029910
ReturnHeader/PreparerPersonGrp/PhoneNum08437068440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND E WARCO
ReturnHeader/ReturnTs02018-09-26T15:17:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.