Civic Intelligence

Santa Elena Project Foundation

990 • Fiscal year 2017 • EIN 46-4222074

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$73,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-8.5%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$570,864

Up $107,243 (+23%) from 2016

Net Assets

Up

$563,704

Up $102,432 (+22%) from 2016

Liabilities

Up

$7,160

Up $4,811 (+205%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin75th percentile

Revenue

Down

$566,785

Down $52,456 (-8.5%) from 2016

Expenses

Down

$464,353

Down $12,677 (-2.7%) from 2016

Net Income

Down

$102,432

Down $39,779 (-28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2017

Assets$570,864
Liabilities$7,160
Net Assets$563,704
Open 2017 Filing

Operations Trend

Revenue Growth24th 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

2017

Revenue$566,785
Expenses$464,353
Net Income$102,432
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$579,518
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$253,228$291,720▲ $38,492
Prepaid Expenses and Deferred Charges$1,820$128,776▲ $126,956
Cash and Non-Interest-Bearing Accounts$94,458$90,418▼ $4,040
Pledges and Grants Receivable$93,063$49,450▼ $43,613
Inventories for Sale or Use$16,052$10,500▼ $5,552
Receivables From Officers Etc$5,000$0▼ $5,000
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$463,621$570,864▲ $107,243
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$5,074-
Other Liabilities$2,349$2,086▼ $263
Total Liabilities$2,349$7,160▲ $4,811
Net Assets / Fund Balance
Unrestricted Net Assets$311,022$373,396▲ $62,374
Temporarily Rstr Net Assets$150,250$190,308▲ $40,058
Total Net Assets Fund Balance$461,272$563,704▲ $102,432
Total Liabilities and Net Assets / Fund Balance$463,621$570,864▲ $107,243

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$232,714$23,186$255,900
Leasehold Improvements$52,638$3,393$56,031
Equipment$6,368$5,087$11,455
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Megan MeyerExecutive DirectorFT$73,500$73,500
Andrew J BeallChairmanFT$2,000$2,000

Board Members and Trustees

NameTitle
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
$469,209
Program Service Revenue
$83,761
Investment Income
$0
Other Revenue
$13,815
All Other Contributions
$161,076
Change in Net Assets
$102,432

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$299,333Estimated Value
Total Noncash Contributions1$299,333-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$371,464
Salaries, Compensation, and Employee Benefits$92,889
Total Fundraising Expense$62,502
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$158,021$35,123$17,550$210,694
Current Officers, Directors, Trustees, and Key Employees$30,524$37,389$18,375$86,288
Advertising$28,338-$9,446$37,784
Depreciation Depletion$13,236$2,311$831$16,378
All Other Expenses$11,308$3,374$1,555$16,237
Fees for Services Other$13,496--$13,496
Insurance$5,755$2,321$782$8,858
Other Expenses$2,752$2,751$8,253$8,253
Fees for Services Accounting-$6,969-$6,969
Payroll Taxes$2,335$2,860$1,406$6,601
Travel$2,846--$2,846
Fees for Services Management$750$750$500$2,000
Total Functional Expenses$302,302$99,549$62,502$464,353
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$5,000$0▼ $5,000
Receivables from Disqualified Persons-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$2,086
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 Foundation's 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
2018-05-15
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/OtherExpensesGrp/Desc2Computer and Internet Services
IRS990/OtherExpensesGrp/Desc3Bad Debt Expense
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IRS990/OtherExpensesGrp/FundraisingAmt12752
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IRS990/PayrollTaxesGrp/TotalAmt06601
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01820
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0128776
IRS990/PrincipalOfficerNm0Andrew J Beall
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IRS990/ProgramServiceRevenueGrp/Desc0Admission, Lecture,Tours
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0514422
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IRS990ScheduleD/TotalLiabilityAmt02086
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Via comparison to similar organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Via comparison to similar organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing Documents Disclosure Explanation:All documents are made available by Santa Elena Foundation. Copies are also maintained at the Foundation's main office located at 1501 Bay Street, Beaufort, South Carolina,29902 and are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$570,864
Liabilities
$7,160
Net assets
$563,704
Revenue
$566,785
Expenses
$464,353
Net income
$102,432
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