Civic Intelligence

Wexford Plantation Charitable Foundation

990 • Fiscal year 2013 • EIN 45-5246231

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

1000 William Hilton Pkwy No J18Hilton Head, SC 29928-6110

(843) 842-8714

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

87th percentile

61%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

$187,444

No earlier filing loaded for comparison.

Net Assets

$187,444

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$145,034

No earlier filing loaded for comparison.

Expenses

$74,358

No earlier filing loaded for comparison.

Net Income

$70,676

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $187,444Liabilities 2013: $0Net Assets 2013: $187,4442013Assets 2014: $247,016Liabilities 2014: $0Net Assets 2014: $247,0162014Assets 2015: $346,715Liabilities 2015: $0Net Assets 2015: $346,7152015Assets 2016: $370,180Liabilities 2016: $0Net Assets 2016: $370,1802016Assets 2017: $500,774Liabilities 2017: $0Net Assets 2017: $500,7742017Assets 2018: $398,132Liabilities 2018: $0Net Assets 2018: $398,1322018Assets 2019: $408,885Liabilities 2019: $0Net Assets 2019: $408,8852019Assets 2020: $525,602Liabilities 2020: $0Net Assets 2020: $525,6022020Assets 2021: $700,638Liabilities 2021: $0Net Assets 2021: $700,6382021Assets 2022: $751,426Liabilities 2022: $0Net Assets 2022: $751,4262022Assets 2024: $1,074,400Liabilities 2024: $0Net Assets 2024: $1,074,4002024

Highlighted filing

2013

Assets$187,444
Liabilities$0
Net Assets$187,444

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $145,034Expenses 2013: $74,358Net Income 2013: $70,6762013Revenue 2014: $144,371Expenses 2014: $84,799Net Income 2014: $59,5722014Revenue 2015: $192,389Expenses 2015: $92,690Net Income 2015: $99,6992015Revenue 2016: $221,366Expenses 2016: $197,901Net Income 2016: $23,4652016Revenue 2017: $259,018Expenses 2017: $128,424Net Income 2017: $130,5942017Revenue 2018: $224,988Expenses 2018: $327,630Net Income 2018: -$102,6422018Revenue 2019: $229,006Expenses 2019: $218,253Net Income 2019: $10,7532019Revenue 2020: $460,560Expenses 2020: $343,843Net Income 2020: $116,7172020Revenue 2021: $441,781Expenses 2021: $266,745Net Income 2021: $175,0362021Revenue 2022: $471,628Expenses 2022: $420,840Net Income 2022: $50,7882022Revenue 2024: $780,577Expenses 2024: $606,869Net Income 2024: $173,7082024

Highlighted filing

2013

Revenue$145,034
Expenses$74,358
Net Income$70,676
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.0
Gross Receipts
$148,401
Mission and Program Overview

Mission

The foudation was created to support with financial and volunteer resourses beaufort county non-profit organizations which provide services for humanitarian needs.

Wexford plantation, a residential community located on hilton head island, sc, has created a charitable foundation, whose missision is to support with financial and volunteer resourses, beaufort county non-profit organizations which provide social services for humanitarian needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$111,584$187,444▲ $75,860
Rtn Earn Endowment Incm Other Fnds$116,768$187,444▲ $70,676
Savings and Temporary Cash Investments$5,184$0▼ $5,184
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$116,768$187,444▲ $70,676
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$116,768$187,444▲ $70,676
Total Liabilities and Net Assets / Fund Balance$116,768$187,444▲ $70,676
Compensation and Service Providers

Board Members and Trustees

NameTitle
James HicksChairman
Kathleen BatesonVice Chair
Andrea PurpleTrustee
Bruce MurchinsonTrustee
Mary FaasTrustee
Peter MorganTrustee
Robert GrassiTrustee
Anthea GrogonoSecretary
Brian MarloweTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99,566
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$45,468
All Other Contributions
$99,566
Change in Net Assets
$70,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,920
Other Expenses$6,438
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,920--$67,920
Fees for Services Legal-$2,500-$2,500
Conferences and Meetings-$2,225-$2,225
Insurance-$1,244-$1,244
Office Expenses-$469-$469
Total Functional Expenses$67,920$6,438$0$74,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
57-1036680-501(c)(3)Working With Adults With Intellectual and Developmental Disabilities in Southern Beaufort County.$10,000
20-5674589-501(c)(3)Assists Homeless Families to Find Permanent Housing.$10,000
57-0916790-501(c)(3)Provide Funding for Medical, Educational, and Enrichment Activities for the Special Needs Community.$8,000
56-2291775-501(c)(3)PROVIDES SUPPORT FOR PERSONS WITH ALZHEIMER'S AND DEMENTIA AND THEIR FAMILIES.$8,000
57-1063332-501(c)(3)Provides Comprehensive Services for the Victims of Abuse, Rape, and Sexual Assault.$5,000
54-2083947-501(c)(3)Fight Poverty Through Education and Youth Activities in Low Income Neighborhoods.$5,000
45-1538355-501(c)(3)Therapeutic Riding Center Serving Children and Adults With Special Needs.$5,000
57-0938469-501(c)(3)Collects and Distributes Surplus Food to Churches and Non-profits.$5,000
57-0691109-501(c)(3)Delivers Meals to Anyone That Cannot Provide One for Themselves.$4,920
57-0920882-501(c)(3)Provides Support Programs for the Mentally Ill, Their Families and Caregivers.$4,000
27-3106509-501(c)(3)Addresses the Needs of Hungry and Homeless Children.$3,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,835
Fundraising Direct Expenses$3,367
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$30,673$30,673-$30,673
Event 2$8,387$8,387-$8,387
Total Events$48,835$48,835$3,367$45,468
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Copies of the 990 are reviewed before filing by the officers at its regularly scheduled meeting.

Form 990, Part VI, Section B, Line 12C

Board oversees operations and monitors conflict of interest

Form 990, Part VI, Section B, Line 15

The organization does not have any employees.

Form 990, Part VI, Section C, Line 19

The foundation provides access to its governing doucuments to any individuals or organizations upon receiving a request.

Filing and Contact Details

Filer

EIN
45-5246231
Phone
8438428714

Signing Officer

Name
James Hicks
Title
Chairman
Phone
8438428714
Signed
2014-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Hicks
Formed
2012
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Preparer
C Thomas Dewitt CPA
Phone
8438156161
Raw XML AppendixShowing 400 of 450 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.

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IRS990ScheduleI/RecipientTable/CashGrantAmt105000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WORKING WITH ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN SOUTHERN BEAUFORT COUNTY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE FUNDING FOR MEDICAL, EDUCATIONAL, AND ENRICHMENT ACTIVITIES FOR THE SPECIAL NEEDS COMMUNITY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ASSISTS HOMELESS FAMILIES TO FIND PERMANENT HOUSING.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROVIDES SUPPORT FOR PERSONS WITH ALZHEIMER'S AND DEMENTIA AND THEIR FAMILIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROVIDES COMPREHENSIVE SERVICES FOR THE VICTIMS OF ABUSE, RAPE, AND SEXUAL ASSAULT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROVIDES SUPPORT PROGRAMS FOR THE MENTALLY ILL, THEIR FAMILIES AND CAREGIVERS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6FIGHT POVERTY THROUGH EDUCATION AND YOUTH ACTIVITIES IN LOW INCOME NEIGHBORHOODS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7THERAPEUTIC RIDING CENTER SERVING CHILDREN AND ADULTS WITH SPECIAL NEEDS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8DELIVERS MEALS TO ANYONE THAT CANNOT PROVIDE ONE FOR THEMSELVES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9ADDRESSES THE NEEDS OF HUNGRY AND HOMELESS CHILDREN.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10COLLECTS AND DISTRIBUTES SURPLUS FOOD TO CHURCHES AND NON-PROFITS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10PROGRAMS FOR EXCEPTIONAL PEOPLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11CHILDREN'S RELIEF FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12FAMILY PROMISE OF BEAUFORT COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13MEMORY MATTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14HOPE HEAVEN OF THE LOWCOUNTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15NATIONAL ALLIANCE FOR THE MENTALLY ILL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16NEIGHBORHOOD OUTREACH CONNECTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17WISH UPON A HORSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18MEALS ON WHEELS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19HUNGER AND HOMELESS COALITION OF HILTON HEAD ISLAND AKA BACKPACK BUDDIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine110SECOND HELPING
IRS990ScheduleI/RecipientTable/RecipientEIN0571036680
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine11PO BOX 22574
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12PO BOX 39
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13PO BOX 22330
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14PO BOX 2502
IRS990ScheduleI/RecipientTable/USAddress/AddressLine15PO BOX 24128
IRS990ScheduleI/RecipientTable/USAddress/AddressLine16PO BOX 23558
IRS990ScheduleI/RecipientTable/USAddress/AddressLine17190 GREENWOOD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine18PO BOX 23691
IRS990ScheduleI/RecipientTable/USAddress/AddressLine19PO BOX 22738
IRS990ScheduleI/RecipientTable/USAddress/AddressLine110PO BOX 23621
IRS990ScheduleI/RecipientTable/USAddress/City0HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/City1HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/City2BLUFFTON
IRS990ScheduleI/RecipientTable/USAddress/City3HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/City4BEAUFORT
IRS990ScheduleI/RecipientTable/USAddress/City5HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/City6HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/City7HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/City8HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/City9HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/City10HILTON HEAD ISLAND
IRS990ScheduleI/RecipientTable/USAddress/State0SC
IRS990ScheduleI/RecipientTable/USAddress/State1SC
IRS990ScheduleI/RecipientTable/USAddress/State2SC
IRS990ScheduleI/RecipientTable/USAddress/State3SC
IRS990ScheduleI/RecipientTable/USAddress/State4SC
IRS990ScheduleI/RecipientTable/USAddress/State5SC
IRS990ScheduleI/RecipientTable/USAddress/State6SC
IRS990ScheduleI/RecipientTable/USAddress/State7SC
IRS990ScheduleI/RecipientTable/USAddress/State8SC
IRS990ScheduleI/RecipientTable/USAddress/State9SC
IRS990ScheduleI/RecipientTable/USAddress/State10SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode029926
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode129925
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IRS990ScheduleI/Total501c3OrgCnt011
IRS990ScheduleI/TotalOtherOrgCnt011
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF THE 990 ARE REVIEWED BEFORE FILING BY THE OFFICERS AT ITS REGULARLY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OVERSEES OPERATIONS AND MONITORS CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION PROVIDES ACCESS TO ITS GOVERNING DOUCUMENTS TO ANY INDIVIDUALS OR ORGANIZATIONS UPON RECEIVING A REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0116768
IRS990/TotalAssetsEOYAmt0187444
IRS990/TotalAssetsGrp/BOYAmt0116768
IRS990/TotalAssetsGrp/EOYAmt0187444
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt099566
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06438
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067920
IRS990/TotalFunctionalExpensesGrp/TotalAmt074358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0116768
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0187444

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Peer Organizations

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