Civic Intelligence

Pendleton Historic Foundation

990 • Fiscal year 2023 • EIN 57-0507315

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 22, 2024

Organization Profilependletonhistoricfoundation.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

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.06x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

45th percentile

$37,440

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

325%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$1,546,718

Up $258,040 (+20%) from 2022

Net Assets

Up

$1,514,301

Up $229,103 (+18%) from 2022

Liabilities

Up

$32,417

Up $28,937 (+832%) from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin89th percentile

Revenue

Up

$505,702

Up $386,739 (+325%) from 2022

Expenses

Up

$280,256

Up $165,051 (+143%) from 2022

Net Income

Up

$225,446

Up $221,688 (+5899%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$1,546,718
Liabilities$32,417
Net Assets$1,514,301
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$505,702
Expenses$280,256
Net Income$225,446
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 22, 2024
Return Version
2023v5.1
Gross Receipts
$505,866
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.

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
Rtn Earn Endowment Incm Other Fnds$1,285,198$1,514,301▲ $229,103
Land, Buildings, and Equipment, Net$671,553$671,553→ $0
Investments Other Securities$407,270$492,179▲ $84,909
Investments Program Related$196,181$216,072▲ $19,891
Cash and Non-Interest-Bearing Accounts$9,421$162,677▲ $153,256
Inventories for Sale or Use$4,253$4,237▼ $16
Total Assets$1,288,678$1,546,718▲ $258,040
Liabilities
Other Liabilities$3,480$31,467▲ $27,987
Accounts Payable and Accrued Expenses-$950-
Total Liabilities$3,480$32,417▲ $28,937
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,285,198$1,514,301▲ $229,103
Total Liabilities and Net Assets / Fund Balance$1,288,678$1,546,718▲ $258,040

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$822,416-$822,416
Equipment$26,166-$26,166
Leasehold Improvements$20,937-$20,937
Investment Program Related Org$500--
Other Land Buildings$-197,966$197,966-
Other Securities$40,318--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$193,829-▲ $33,706$10,000$215,572
2022$181,705---$181,705
2021$155,873-▲ $28,004-$181,705
2020$150,940-▲ $7,436-$155,873
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John PerkinsExecutive DirectorFT$37,440$37,440

Board Members and Trustees

NameTitle
Powell HickmanPresident
Chuck McCuenV President
Brenda BurkDirector
Brian PowellDirector
Catherine WattDirector
Danielle ElliotDirector
Dave WerthDirector
David JezekDirector
Joanne HillDirector
Jordan BannisterDirector
Lee G SmithDirector
Michele CauleyDirector
Pam PattersonDirector
Presley BellingerDirector
Rick OwensDirector
West CoxDirector
Tim DrakeSecretary
Gail JamesonTreasurer
Jackie ReynoldsTreasurer LLC
Revenue and Support

Revenue Composition

Contributions and Grants
$430,174
Program Service Revenue
$21,692
Investment Income
$42,115
Other Revenue
$11,721
All Other Contributions
$133,374
Change in Net Assets
$225,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,101
Salaries, Compensation, and Employee Benefits$40,155
Total Fundraising Expense$4,201
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$156,649--$156,649
Other Salaries and Wages-$37,440-$37,440
Insurance$22,643$1,038-$23,681
Occupancy$16,447--$16,447
Fees for Services Other$11,011--$11,011
All Other Expenses$3,334-$4,201$7,535
Depreciation Depletion$5,612--$5,612
Office Expenses-$4,381-$4,381
Payroll Taxes-$2,715-$2,715
Advertising-$1,724-$1,724
Fees for Services Accounting-$700-$700
Other Expenses$474$244-$474
Conferences and Meetings-$29-$29
Total Functional Expenses$227,784$48,271$4,201$280,256
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$28,327
Payroll Taxes Payable$3,134
Sales Tax Payable$6
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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

Members or stockholder classes and rights Part VI 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.”

Member election for additional members Part VI line 7A

“THe members elect the Board Members at the annual membership meeting in compliance with the bylaws.”

Form 990 governing body review Part VI line 11

“a copy of the return is sent to each Board Member for review. Questions or comments on the return can be discusses at the board meeting. No review was conducted or will be conducted.”

Conflict of interest policy compliance Part VI line 12C

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

CEO executive director top management comp Part VI line 15A

“the Foundation management officers and directors are volunteers. None of the officers or directors are compensated. During 2018, there was one part time employee, who was not an officer or director. The Board determined and approved the employees wages.”

Governing documents etc available to public Part VI line 19

“The tax return and other public materials are available by request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Gail Jameson
Title
Treasurer
Phone
8646467249
Signed
2024-11-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Powell Hickman
Formed
1964
Legal Domicile
Sc
Voting Board Members
20
Independent Board Members
20
Employees
1

Preparer

Firm
Lindley Pettigrew and Co CPAs LLC
Address
122 Strode Circle, Clemson, SC 29631
Preparer
Darren Sartain
Phone
8646548999
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Foundation has restored and preserved 3 of the largest Upcounty SC early 19th century plantation houses and outbuildings and surrounding acreage. These properties are operated as historic house museums interpreted and exhibited as they were in the early 19th century, primarily for the education and enjoyment of all ages.
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IRS990/ProgSrvcAccomActy3Grp/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.
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,546,718
Liabilities
$32,417
Net assets
$1,514,301
Revenue
$505,702
Expenses
$280,256
Net income
$225,446
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