Civic Intelligence

Pendleton Historic Foundation

990 • Fiscal year 2014 • EIN 57-0507315

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profilewww.pendletonhistoricfoundation.org
PO Box 444Pendleton, SC 29670

(864) 646-7249

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.15x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

58th percentile

4.6%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,021,544

Up $44,920 (+4.6%) from 2013

Net Assets

Up

$997,118

Up $45,581 (+4.8%) from 2013

Liabilities

Down

$24,426

Down $661 (-2.6%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Down

$158,018

Down $77,803 (-33%) from 2013

Expenses

Down

$112,579

Down $11,946 (-9.6%) from 2013

Net Income

Down

$45,439

Down $65,857 (-59%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $787,489Liabilities 2011: $31,701Net Assets 2011: $755,7882011Assets 2012: $896,471Liabilities 2012: $37,384Net Assets 2012: $859,0872012Assets 2013: $976,624Liabilities 2013: $25,087Net Assets 2013: $951,5372013Assets 2014: $1,021,544Liabilities 2014: $24,426Net Assets 2014: $997,1182014Assets 2015: $995,363Liabilities 2015: $27,715Net Assets 2015: $967,6482015Assets 2016: $1,057,759Liabilities 2016: $27,778Net Assets 2016: $1,029,9812016Assets 2017: $1,136,952Liabilities 2017: $26,945Net Assets 2017: $1,110,0072017Assets 2018: $1,028,921Liabilities 2018: $11,023Net Assets 2018: $1,017,8982018Assets 2019: $1,200,134Liabilities 2019: $15,686Net Assets 2019: $1,184,4482019Assets 2020: $1,277,868Liabilities 2020: $19,176Net Assets 2020: $1,258,6922020Assets 2021: $1,241,213Liabilities 2021: $7,926Net Assets 2021: $1,233,2872021Assets 2022: $1,288,678Liabilities 2022: $3,480Net Assets 2022: $1,285,1982022Assets 2023: $1,546,718Liabilities 2023: $32,417Net Assets 2023: $1,514,3012023Assets 2024: $1,683,383Liabilities 2024: $40,455Net Assets 2024: $1,642,9282024

Highlighted filing

2014

Assets$1,021,544
Liabilities$24,426
Net Assets$997,118
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $116,7432011Expenses 2012: $101,2552012Revenue 2013: $235,821Expenses 2013: $124,525Net Income 2013: $111,2962013Revenue 2014: $158,018Expenses 2014: $112,579Net Income 2014: $45,4392014Revenue 2015: $63,835Expenses 2015: $93,303Net Income 2015: -$29,4682015Revenue 2016: $213,290Expenses 2016: $150,957Net Income 2016: $62,3332016Revenue 2017: $111,075Expenses 2017: $80,866Net Income 2017: $30,2092017Revenue 2018: $103,497Expenses 2018: $88,760Net Income 2018: $14,7372018Revenue 2019: $103,264Expenses 2019: $85,109Net Income 2019: $18,1552019Revenue 2020: $102,001Expenses 2020: $97,670Net Income 2020: $4,3312020Revenue 2021: $152,852Expenses 2021: $96,241Net Income 2021: $56,6112021Revenue 2022: $118,963Expenses 2022: $115,205Net Income 2022: $3,7582022Revenue 2023: $505,702Expenses 2023: $280,256Net Income 2023: $225,4462023Revenue 2024: $315,820Expenses 2024: $187,193Net Income 2024: $128,6272024

Highlighted filing

2014

Revenue$158,018
Expenses$112,579
Net Income$45,439
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$159,239
Mission and Program Overview

Mission

Preservation and restoration of historic properties in Pendleton SC and the interpretation of the diverse history and cultural heritage of the area. Focus on educational programs for students and visitors of all ages and assistance to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$951,537$997,118▲ $45,581
Investments Other Securities$605,777$652,641▲ $46,864
Land, Buildings, and Equipment, Net$179,156$172,445▼ $6,711
Investments Program Related$149,741$157,230▲ $7,489
Cash and Non-Interest-Bearing Accounts$37,696$34,990▼ $2,706
Inventories for Sale or Use$4,253$4,237▼ $16
Savings and Temporary Cash Investments$1$1→ $0
Total Assets$976,624$1,021,544▲ $44,920
Liabilities
Deferred Revenue$23,552$23,513▼ $39
Accounts Payable and Accrued Expenses$1,535$913▼ $622
Total Liabilities$25,087$24,426▼ $661
Net Assets / Fund Balance
Total Net Assets Fund Balance$951,537$997,118▲ $45,581
Total Liabilities and Net Assets / Fund Balance$976,624$1,021,544▲ $44,920

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$151,588$145,649$297,237
Leasehold Improvements$20,434$503$20,937
Equipment$423$5,645$6,068
Other Land Buildings-$1,000$1,000
Investment Program Related Org$157,230--
Other Securities$50,102--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$149,741-▲ $7,489-$157,230
2013$126,046-▲ $23,695-$149,741
2012$110,800-▲ $15,246-$126,046
2011$110,679-▲ $121-$110,800
2010$94,312$19,050▼ $2,683-$110,679
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Jacqueline M ReynoldsPresident
Anette BuchananVice President
A Scott WardDirector
Carol BurdetteDirector
Harriet SmithDirector
Jennifer MeehanDirector
Martha JeffriesDirector
Pamela PattersonDirector
Rebecca PokomyDirector
Rick OwensDirector
Sandra MageeDirector
Terence HassanDirector
Will HiottDirector
Tim DrakeSecretary
R Elizabeth VogtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,976
Program Service Revenue
$27,904
Investment Income
$59,138
Other Revenue
$34,000
All Other Contributions
$24,972
Change in Net Assets
$45,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,187
Salaries, Compensation, and Employee Benefits$28,892
Total Fundraising Expense$3,374
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$35,310--$35,310
Other Salaries and Wages$12,774$11,280-$24,054
Insurance$17,995$879-$18,874
Depreciation Depletion$6,711--$6,711
Advertising$2,034-$3,374$5,408
Office Expenses-$5,290-$5,290
Payroll Taxes$2,487$2,351-$4,838
Grants to Domestic Orgs$1,500--$1,500
Other Expenses$160$1,124-$1,124
Fees for Services Accounting-$955-$955
Information Technology-$885-$885
Conferences and Meetings-$599-$599
Total Functional Expenses$85,464$23,741$3,374$112,579
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,108
Fundraising Direct Expenses$1,221
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Guest Events$34,108$34,108$1,221$32,887
Total Events$34,108$34,108$1,221$32,887
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
Yes
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 12C

“The Foundation has a written Ethics Statement which includes a conflict of interest policy. Each Board member is required to read, sign and disclose if any present any conflicts of interest. The Board meets monthly and if conflict is noted it is recognized, addressed and resolved to the satisfaction of the Board”

Form 990, Part VI, Section B, Line 15

“The Foundation management officers and directors are volunteers. None of the directors are compensated.”

Form 990, Part VI, Section A, Line 6

“The Foundation is organized and chartered as a nonprofit with members. The members elect the Board members at the annual membership meeting in compliance with the bylaws.”

Form 990, Part VI, Section B, Line 11A

“A copy of the return is sent to each Board member for review. Questions or comments on the return can be discussed at the Board meeting.”

Filing and Contact Details

Filer

Filer Name
Pendleton Historic Foundation
EIN
57-0507315
Phone
8646467249
Address
PO Box 444, Pendleton, SC 29670

Signing Officer

Name
R Elizabeth Vogt
Title
Treasurer
Phone
8646468342
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline M Reynolds
Formed
1960
Legal Domicile
Sc
Voting Board Members
16
Independent Board Members
16
Employees
5

Preparer

Firm
Spencer & Stutsman CPAs
Address
PO Box 612, Seneca, SC 29679
Preparer
Connie Spencer
Phone
8648881830
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IRS990/OccupancyGrp/ProgramServicesAmt035310
IRS990/OccupancyGrp/TotalAmt035310
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05290
IRS990/OfficeExpensesGrp/TotalAmt05290
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc0Computer Expense
IRS990/OtherExpensesGrp/Desc1Educational Programs and Events
IRS990/OtherExpensesGrp/Desc2Taxes LIcenses
IRS990/OtherExpensesGrp/Desc3Dues Subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0378
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11124
IRS990/OtherExpensesGrp/ProgramServicesAmt06493
IRS990/OtherExpensesGrp/ProgramServicesAmt1160
IRS990/OtherExpensesGrp/TotalAmt0378
IRS990/OtherExpensesGrp/TotalAmt16493
IRS990/OtherExpensesGrp/TotalAmt2160
IRS990/OtherExpensesGrp/TotalAmt31124
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012774
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02351
IRS990/PayrollTaxesGrp/ProgramServicesAmt02487
IRS990/PayrollTaxesGrp/TotalAmt04838
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt0997118
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jacqueline M Reynolds
IRS990/PriorPeriodAdjustmentsAmt0142
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/BusinessCd2713990
IRS990/ProgramServiceRevenueGrp/Desc0Historic Homes Tours
IRS990/ProgramServiceRevenueGrp/Desc1Educational Programs
IRS990/ProgramServiceRevenueGrp/Desc2Other
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118035
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118035
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23192
IRS990/ProgSrvcAccomActy2Grp/Desc0Educational programs specifically designed for 3rd and 8th grade school students that meet the school curricula for SC history that is taught in these grades. During 2014, the Foundation hosted 25 special school-sponsored tours for students and provides both pre- and post-tour educational materials for use by the teachers.
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IRS990/PYRevenuesLessExpensesAmt0111296
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IRS990/ReconcilationRevenueExpnssAmt045439
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt01
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt065212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt099244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0349657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt059138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0118321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023945
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016742
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0233094
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.64250
IRS990ScheduleA/PublicSupportTotal170Amt0349657
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036976
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt065212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt099244
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0349657
IRS990ScheduleA/TotalSupportAmt0582751
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AdditionsDuringYearAmt07489
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0172445
IRS990ScheduleD/BeginningBalanceAmt0149741
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0151588
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0145649
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0297237
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0149741
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0157230
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07489
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0126046
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0149741
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023695
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0110800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0126046
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015246
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0110679
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0110800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0121
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt094312
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt019050
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0110679
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2683
IRS990ScheduleD/EndingBalanceAmt0157230
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0423
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05645
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06068
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0157230
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0503
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020937
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,021,544
Liabilities
$24,426
Net assets
$997,118
Revenue
$158,018
Expenses
$112,579
Net income
$45,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.64$0.32$0.19$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.03$1.51$0.51$0.28$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.12$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.15$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.02$1.18$0.10$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.11$0.11$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.03$1.03$0.21$0.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.03$0.97$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$0.16$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.03$0.95$0.24$0.12$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.04$0.86$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.03$0.76$0.12