Civic Intelligence

Pendleton Historic Foundation

990 • Fiscal year 2017 • EIN 57-0507315

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

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

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.24x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

7.5%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,136,952

Up $79,193 (+7.5%) from 2016

Net Assets

Up

$1,110,007

Up $80,026 (+7.8%) from 2016

Liabilities

Down

$26,945

Down $833 (-3.0%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin83rd percentile

Revenue

Down

$111,075

Down $102,215 (-48%) from 2016

Expenses

Down

$80,866

Down $70,091 (-46%) from 2016

Net Income

Down

$30,209

Down $32,124 (-52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$1,136,952
Liabilities$26,945
Net Assets$1,110,007
Open 2017 Filing

Operations Trend

Revenue Growth5th 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

2017

Revenue$111,075
Expenses$80,866
Net Income$30,209
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$115,481
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$1,029,981$1,110,007▲ $80,026
Investments Other Securities$634,369$714,055▲ $79,686
Land, Buildings, and Equipment, Net$207,272$202,753▼ $4,519
Investments Program Related$160,203$181,387▲ $21,184
Cash and Non-Interest-Bearing Accounts$51,678$34,504▼ $17,174
Inventories for Sale or Use$4,237$4,237→ $0
Prepaid Expenses and Deferred Charges-$16-
Total Assets$1,057,759$1,136,952▲ $79,193
Liabilities
Deferred Revenue$26,758$22,779▼ $3,979
Accounts Payable and Accrued Expenses$1,020$2,500▲ $1,480
Other Liabilities-$1,666-
Total Liabilities$27,778$26,945▼ $833
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,029,981$1,110,007▲ $80,026
Total Liabilities and Net Assets / Fund Balance$1,057,759$1,136,952▲ $79,193

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$181,816$161,421$343,237
Leasehold Improvements$20,937-$20,937
Equipment-$6,068$6,068
Other Land Buildings-$1,000$1,000
Investment Program Related Org$181,387--
Other Securities$49,694--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$160,203-▲ $22,859-$181,388
2016$154,785-▲ $5,418-$160,203
2015$157,230-▼ $2,445-$154,785
2014$149,741-▲ $7,489-$157,230
2013$126,046-▲ $23,695-$149,741
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Powell HickmanPresident
Rebecca PokomyVice President
Cara HamiltonDirector
Carol BurdetteDirector
Charles McCuenDirector
Christine TedescoDirector
Eric LapinDirector
Ingrid JacksonDirector
Jack CantrellDirector
Jo McConnellDirector
Kim BurgessDirector
Lee Garrison SmithDirector
Mary Bess JohnsonDirector
Mary OremDirector
Pamela PattersonDirector
Rhonda GrayDirector
Rick OwensDirector
Terence HassanDirector
Tim DrakeSecretary
Jacqueline M ReynoldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,360
Program Service Revenue
$18,203
Investment Income
$55,549
Other Revenue
$12,963
All Other Contributions
$10,526
Change in Net Assets
$30,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,787
Salaries, Compensation, and Employee Benefits$15,872
Grants and Similar Amounts Paid$207
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$30,940--$30,940
Insurance$18,835--$18,835
Other Salaries and Wages-$13,886-$13,886
Depreciation Depletion$5,022--$5,022
Office Expenses-$2,627-$2,627
Payroll Taxes-$1,986-$1,986
All Other Expenses$1,777--$1,777
Advertising$1,434--$1,434
Other Expenses$885--$885
Fees for Services Accounting-$810-$810
Grants to Domestic Orgs---$207
Travel$195--$195
Total Functional Expenses$61,350$19,309$0$80,866
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,255
Fundraising Direct Expenses$3,604
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Guest Sponsored Events$16,255$16,255$3,604$12,651
Total Events$16,255$16,255$3,604$12,651
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$1,602
Sales Tax$64
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 Section A, Line Line 6 and

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

Form 990, Part VI, Section Section B, Line 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.”

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

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

Form 990, Part VI, Section Section B, Line line 15

“The Foundation management officers and directors are volunteers. None of the officers or directors are compensated. During 2017 there was only one part time administrative employee and she was not an officer or director. The Board determined and approved the employees wage.”

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
Jacqueline Reynolds
Title
Treasurer
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline M Reynolds
Formed
1960
Legal Domicile
Sc
Voting Board Members
20
Independent Board Members
20
Employees
2

Preparer

Firm
Bea's Tax Service LLC
Address
125 D Eagles Nest Dr Ste 1, Seneca, SC 29678
Preparer
Beate Ventura
Phone
8648881830
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Vice President
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IRS990/InsuranceGrp/ProgramServicesAmt018835
IRS990/InsuranceGrp/TotalAmt018835
IRS990/InterestGrp/TotalAmt00
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt04237
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IRS990/LandBldgEquipCostOrOtherBssAmt0371242
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05230
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Preservation 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01029981
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0312
IRS990/NetUnrlzdGainsLossesInvstAmt044618
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt030940
IRS990/OccupancyGrp/TotalAmt030940
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02627
IRS990/OfficeExpensesGrp/TotalAmt02627
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Educational Programs and Events
IRS990/OtherExpensesGrp/Desc1Dues Subscriptions
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IRS990/OtherExpensesGrp/ProgramServicesAmt1885
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IRS990/OtherExpensesGrp/TotalAmt1885
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IRS990/OtherSalariesAndWagesGrp/TotalAmt013886
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01986
IRS990/PayrollTaxesGrp/TotalAmt01986
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01029981
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01110007
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016
IRS990/PrincipalOfficerNm0Jacqueline M Reynolds
IRS990/PriorPeriodAdjustmentsAmt0549
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/BusinessCd2713990
IRS990/ProgramServiceRevenueGrp/Desc0Historic Homes Tours
IRS990/ProgramServiceRevenueGrp/Desc1Educational Programs
IRS990/ProgramServiceRevenueGrp/Desc2Reenactment Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17756
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23707
IRS990/ProgSrvcAccomActy2Grp/Desc0Educational programs specifically designed for 3rd through 8th grade school students that meet the school curricula for SC history that is taught in these grades. There were also educational programs for high school students. During 2017, the Foundation hosted 13 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/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0134235
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0600
IRS990/PYInvestmentIncomeAmt049212
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0138285
IRS990/PYOtherRevenueAmt018461
IRS990/PYProgramServiceRevenueAmt011382
IRS990/PYRevenuesLessExpensesAmt062333
IRS990/PYSalariesCompEmpBnftPaidAmt012072
IRS990/PYTotalExpensesAmt0150957
IRS990/PYTotalRevenueAmt0213290
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt030209
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt059138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0118321
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0242043
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036976
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt071741
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0327795
IRS990ScheduleA/TotalSupportAmt0569838
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0181816
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0161421
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0343237
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01674
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0181388
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt022859
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0160203
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05418
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0157230
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0154785

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,136,952
Liabilities
$26,945
Net assets
$1,110,007
Revenue
$111,075
Expenses
$80,866
Net income
$30,209
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