Civic Intelligence

Santa Elena Project Foundation

990 • Fiscal year 2016 • EIN 46-4222074

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profilesanta-elena.org
PO Box 1005Beaufort, SC 29901

(940) 367-1694

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$75,750

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

84th percentile

30%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

46%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$463,621

Up $105,923 (+30%) from 2015

Net Assets

Up

$461,272

Up $142,211 (+45%) from 2015

Liabilities

Down

$2,349

Down $36,288 (-94%) from 2015

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin81st percentile

Revenue

Up

$619,241

Up $193,662 (+46%) from 2015

Expenses

Up

$477,030

Up $301,564 (+172%) from 2015

Net Income

Down

$142,211

Down $107,902 (-43%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$800K$600K$400K$200K$0Assets 2014: $68,948Net Assets 2014: $68,9482014Assets 2015: $357,698Liabilities 2015: $38,637Net Assets 2015: $319,0612015Assets 2016: $463,621Liabilities 2016: $2,349Net Assets 2016: $461,2722016Assets 2017: $570,864Liabilities 2017: $7,160Net Assets 2017: $563,7042017Assets 2018: $652,749Liabilities 2018: $5,132Net Assets 2018: $647,6172018Assets 2019: $483,983Liabilities 2019: $11,954Net Assets 2019: $472,0292019

Highlighted filing

2016

Assets$463,621
Liabilities$2,349
Net Assets$461,272
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $152,429Expenses 2014: $83,481Net Income 2014: $68,9482014Revenue 2015: $425,579Expenses 2015: $175,466Net Income 2015: $250,1132015Revenue 2016: $619,241Expenses 2016: $477,030Net Income 2016: $142,2112016Revenue 2017: $566,785Expenses 2017: $464,353Net Income 2017: $102,4322017Revenue 2018: $544,385Expenses 2018: $460,472Net Income 2018: $83,9132018Revenue 2019: $229,151Expenses 2019: $404,739Net Income 2019: -$175,5882019

Highlighted filing

2016

Revenue$619,241
Expenses$477,030
Net Income$142,211
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$628,076
Mission and Program Overview

Mission

The mission of the Santa Elena Foundation is to discover, preserve, and share the untold story of America's first - and lost - century through the rise and fall of Santa Elena.

The strategic vision for Santa Elena Project Foundation is to expand the knowledge of Santa Elena and other 16th Century European settlments in the area of the Port Royal Sound. The vision of the Santa Elena Foundation will be achieved via continual archeological research and through programs at a cultural interpretive center. An interim center will open in 2016 to commemorate the 450th anniversary in 2016 of European colonization near the natural harbors of the Port Royal Sound. A permanent cultural interpretive center is to follow in 2017. The archeological site and cultural interpretive center will be internationally recognized with broad historical and cultural appeal. The activities of the Santa Elana Foundation will make a sustained, positive contribution to the local economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$113,476$253,228▲ $139,752
Cash and Non-Interest-Bearing Accounts$197,323$94,458▼ $102,865
Pledges and Grants Receivable-$93,063-
Inventories for Sale or Use$6,733$16,052▲ $9,319
Receivables From Officers Etc$10,000$5,000▼ $5,000
Prepaid Expenses and Deferred Charges$30,166$1,820▼ $28,346
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$357,698$463,621▲ $105,923
Other Assets Total-$0-
Liabilities
Other Liabilities$37,141$2,349▼ $34,792
Accounts Payable and Accrued Expenses$1,496--
Total Liabilities$38,637$2,349▼ $36,288
Net Assets / Fund Balance
Unrestricted Net Assets$223,920$311,022▲ $87,102
Temporarily Rstr Net Assets$95,141$150,250▲ $55,109
Total Net Assets Fund Balance$319,061$461,272▲ $142,211
Total Liabilities and Net Assets / Fund Balance$357,698$463,621▲ $105,923

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$201,003$11,298$212,301
Leasehold Improvements$43,566$1,194$44,760
Equipment$8,659$2,796$11,455
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Megan MeyerExecutive DirectorFT$75,750$75,750

Board Members and Trustees

NameTitle
Andrew J BeallChairman
Richard ThomasBoard Member
Christopher AllenDirector
Garry L ParksDirector
Greg DysonDirector
Jack KlimpDirector
Martha MoriartyDirector
Lawrence S RowlandSecretary
Stewart H RodmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$549,994
Program Service Revenue
$55,956
Investment Income
$0
Other Revenue
$13,291
All Other Contributions
$301,394
Change in Net Assets
$142,211

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial1$183,600Estimate
Other Non Cash Contri Table1$25,000Estimate
Total Noncash Contributions2$208,600-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,084
Salaries, Compensation, and Employee Benefits$96,946
Total Fundraising Expense$56,902
Grants and Similar Amounts Paid$21,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$157,427$34,991$17,484$209,902
Current Officers, Directors, Trustees, and Key Employees$18,937$37,875$18,938$75,750
Advertising$26,244-$8,748$34,992
Travel$22,055--$22,055
Grants to Domestic Orgs$21,000--$21,000
All Other Expenses$8,725$4,804$1,321$14,850
Other Salaries and Wages$13,591$715-$14,306
Depreciation Depletion$9,710$2,132$744$12,586
Fees for Services Accounting-$8,584-$8,584
Insurance$5,216$2,201$707$8,124
Other Expenses$1,959$5,031$980$7,970
Payroll Taxes$2,489$2,952$1,449$6,890
Fees for Services Other$3,052--$3,052
Conferences and Meetings$561$561$1,123$2,245
Fees for Services Legal-$835-$835
Total Functional Expenses$316,704$103,424$56,902$477,030
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of GA Research FndAthens, GA503(c)(3)-$21,000
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
Receivables from Officers, Directors, Trustees, and Key Employees$10,000$5,000▼ $5,000
Receivables from Disqualified Persons-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$2,349
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“The Organization's Process to Review Form 990:Form 990 is normally prepared by a Certified Public Accountant. The preliminary document is reviewed first by the Executive Director of Santa Elena Foundation and available for review to all Directors of the Organization.Upon final review, the Form 990 is made available to the Directors of the Santa Elena Foundation and the General Public. Copies are maintained in the Santa Elena Foundation's office located at 1501 Bay Street, Beaufort, SC 29902 and are available for public inspection.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Via comparison to similar organizations.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Via comparison to similar organizations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing Documents Disclosure Explanation:All documents are made available by Santa Elena Foundation. Copies are also maintained at the Foundations main office located at 1501 Bay Street, Beaufort, South Carolina,29902 and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Santa Elena Foundation
EIN
46-4222074
Phone
9403671694
Address
PO Box 1005, Beaufort, SC 29901

Signing Officer

Name
Andrew J Beall
Title
Chairman
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew J Beall
Formed
2014
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
0
Employees
2

Preparer

Firm
KEVIN CAIN & ASSOCIATES CPAs LLC
Address
2201 BOUNDARY STREET STE 207, BEAUFORT, SC 29902
Preparer
Kevin H Cain CPA
Phone
8435220222
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IRS990/LegalDomicileStateCd0SC
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of the Santa Elena Foundation is to discover, preserve, and share the untold story of America's first - and lost - century through the rise and fall of Santa Elena.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0319061
IRS990/NetAssetsOrFundBalancesEOYAmt0461272
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt013291
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt013291
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt0208600
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt017484
IRS990/OccupancyGrp/ManagementAndGeneralAmt034991
IRS990/OccupancyGrp/ProgramServicesAmt0157427
IRS990/OccupancyGrp/TotalAmt0209902
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Special Event - El Galeon Fee
IRS990/OtherExpensesGrp/Desc1Promotions and Entertainment
IRS990/OtherExpensesGrp/Desc2Computer and Internet Services
IRS990/OtherExpensesGrp/Desc3Office Supplies
IRS990/OtherExpensesGrp/FundraisingAmt02665
IRS990/OtherExpensesGrp/FundraisingAmt12743
IRS990/OtherExpensesGrp/FundraisingAmt2980
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02743
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15031
IRS990/OtherExpensesGrp/ProgramServicesAmt015000
IRS990/OtherExpensesGrp/ProgramServicesAmt17994
IRS990/OtherExpensesGrp/ProgramServicesAmt22744
IRS990/OtherExpensesGrp/ProgramServicesAmt31959
IRS990/OtherExpensesGrp/TotalAmt015000
IRS990/OtherExpensesGrp/TotalAmt110659
IRS990/OtherExpensesGrp/TotalAmt28230
IRS990/OtherExpensesGrp/TotalAmt37970
IRS990/OtherLiabilitiesGrp/BOYAmt037141
IRS990/OtherLiabilitiesGrp/EOYAmt02349
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0715
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013591
IRS990/OtherSalariesAndWagesGrp/TotalAmt014306
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01449
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02952
IRS990/PayrollTaxesGrp/ProgramServicesAmt02489
IRS990/PayrollTaxesGrp/TotalAmt06890
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt093063
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030166
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01820
IRS990/PrincipalOfficerNm0Andrew J Beall
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/Desc0Lectures, Tours & Program
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt055956
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055956
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0415476
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0107815
IRS990/PYOtherRevenueAmt07541
IRS990/PYProgramServiceRevenueAmt02562
IRS990/PYRevenuesLessExpensesAmt0250113
IRS990/PYSalariesCompEmpBnftPaidAmt067311
IRS990/PYTotalExpensesAmt0175466
IRS990/PYTotalProfFndrsngExpnsAmt0340
IRS990/PYTotalRevenueAmt0425579
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt010000
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt05000
IRS990/ReconcilationRevenueExpnssAmt0142211
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt069247
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0341394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0383987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0152000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0877381
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0183600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt031489
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0215089
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034020
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt01092470
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0524994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0415476
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0152000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01092470
IRS990ScheduleA/TotalSupportAmt01092470
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/EquipmentGrp/BookValueAmt08659
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02796
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011455
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt043566
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01194
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt044760
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0201003
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011298
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0212301
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02349
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Liabilities
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0253228
IRS990ScheduleD/TotalLiabilityAmt02349
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt021000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0503(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0University of GA Research Fnd
IRS990ScheduleI/RecipientTable/RecipientEIN0581353149
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0310 East Campus Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Athens

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$463,621
Liabilities
$2,349
Net assets
$461,272
Revenue
$619,241
Expenses
$477,030
Net income
$142,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$4.84$0.12$4.72$2.29$4.05$1.76
2018Detailed filing. Detailed filing data is available for this year.$6.53$0.05$6.48$5.44$4.60$0.84
2017Detailed filing. Detailed filing data is available for this year.$5.71$0.07$5.64$5.67$4.64$1.02
2016Detailed filing. Detailed filing data is available for this year.$4.64$0.02$4.61$6.19$4.77$1.42
2015Detailed filing. Detailed filing data is available for this year.$3.58$0.39$3.19$4.26$1.75$2.50
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.52$0.83$0.69