Civic Intelligence

Pelican House Inc

EIN 57-0705574 • 501(c)3 • Florence, SC

Profile

HOUSING ASSISTANCE

PO Box 969Florence, SC 29503

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.46x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

5.70x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

7th percentile

-50%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

17th percentile

-15%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-39%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$964,310

Down $169,583 (-15%) from 2023

Liabilities

Down

$1,412,526

Down $46,506 (-3.2%) from 2023

Net Assets

Down

-$448,216

Down $123,077 (-38%) from 2023

Revenue

Down

$248,014

Down $155,466 (-39%) from 2023

Expenses

Down

$371,091

Down $14,381 (-3.7%) from 2023

Net Income

Down

-$123,077

Down $141,085 (-783%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.0M$0-$1.0MAssets 2011: $1,419,323Liabilities 2011: $1,775,488Net Assets 2011: -$356,1652011Assets 2012: $1,415,621Liabilities 2012: $1,755,625Net Assets 2012: -$340,0042012Assets 2013: $1,332,495Liabilities 2013: $1,791,511Net Assets 2013: -$459,0162013Assets 2014: $1,039,805Liabilities 2014: $1,712,226Net Assets 2014: -$672,4212014Assets 2015: $1,026,285Liabilities 2015: $1,683,077Net Assets 2015: -$656,7922015Assets 2016: $1,015,671Liabilities 2016: $1,673,127Net Assets 2016: -$657,4562016Assets 2017: $981,324Liabilities 2017: $1,630,355Net Assets 2017: -$649,0312017Assets 2018: $1,023,944Liabilities 2018: $1,612,772Net Assets 2018: -$588,8282018Assets 2019: $1,060,920Liabilities 2019: $1,594,200Net Assets 2019: -$533,2802019Assets 2020: $1,057,121Liabilities 2020: $1,545,562Net Assets 2020: -$488,4412020Assets 2021: $1,207,324Liabilities 2021: $1,605,357Net Assets 2021: -$398,0332021Assets 2022: $1,165,016Liabilities 2022: $1,508,163Net Assets 2022: -$343,1472022Assets 2023: $1,133,893Liabilities 2023: $1,459,032Net Assets 2023: -$325,1392023Assets 2024: $964,310Liabilities 2024: $1,412,526Net Assets 2024: -$448,2162024

Highlighted filing

2024

Assets$964,310
Liabilities$1,412,526
Net Assets-$448,216

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2011: $327,4212011Expenses 2012: $328,4472012Revenue 2013: $290,439Expenses 2013: $409,451Net Income 2013: -$119,0122013Revenue 2014: $218,840Expenses 2014: $432,245Net Income 2014: -$213,4052014Revenue 2015: $354,140Expenses 2015: $338,512Net Income 2015: $15,6282015Revenue 2016: $363,423Expenses 2016: $337,029Net Income 2016: $26,3942016Revenue 2017: $373,383Expenses 2017: $364,958Net Income 2017: $8,4252017Revenue 2018: $379,357Expenses 2018: $319,154Net Income 2018: $60,2032018Revenue 2019: $382,838Expenses 2019: $327,290Net Income 2019: $55,5482019Revenue 2020: $377,081Expenses 2020: $332,241Net Income 2020: $44,8402020Revenue 2021: $397,273Expenses 2021: $306,865Net Income 2021: $90,4082021Revenue 2022: $398,754Expenses 2022: $343,868Net Income 2022: $54,8862022Revenue 2023: $403,480Expenses 2023: $385,472Net Income 2023: $18,0082023Revenue 2024: $248,014Expenses 2024: $371,091Net Income 2024: -$123,0772024

Highlighted filing

2024

Revenue$248,014
Expenses$371,091
Net Income-$123,077

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$1.41$0.45$0.25$0.37$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$1.46$0.33$0.40$0.39$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.51$0.34$0.40$0.34$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$1.61$0.40$0.40$0.31$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.55$0.49$0.38$0.33$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.59$0.53$0.38$0.33$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$1.61$0.59$0.38$0.32$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$1.63$0.65$0.37$0.36$0.01
2016Summary only. Only limited summary data is available for this year.$1.02$1.67$0.66$0.36$0.34$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.03$1.68$0.66$0.35$0.34$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.04$1.71$0.67$0.22$0.43$0.21
2013Summary only. Only limited summary data is available for this year.$1.33$1.79$0.46$0.29$0.41$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$1.76$0.34$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$1.78$0.36$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 11, 2025
Return Version
2023v6.0
Gross Receipts
$248,014
Mission and Program Overview

Mission

Housing Assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$501,591$388,829▼ $112,762
Land, Buildings, and Equipment, Net$466,998$385,700▼ $81,298
Cash and Non-Interest-Bearing Accounts$146,985$166,922▲ $19,937
Accounts Receivable$5,872$8,005▲ $2,133
Prepaid Expenses and Deferred Charges$572$2,971▲ $2,399
Total Assets$1,133,893$964,310▼ $169,583
Other Assets Total$11,875$11,883▲ $8
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,358,314$1,312,771▼ $45,543
Accounts Payable and Accrued Expenses$46,343$65,497▲ $19,154
Other Liabilities$50,875$30,299▼ $20,576
Deferred Revenue$3,500$3,959▲ $459
Total Liabilities$1,459,032$1,412,526▼ $46,506
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-325,139$-448,216▼ $123,077
Total Net Assets Fund Balance$-325,139$-448,216▼ $123,077
Total Liabilities and Net Assets / Fund Balance$1,133,893$964,310▼ $169,583

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$319,501$1,731,638$2,051,139
Equipment$26,199$272,082$298,281
Land$40,000-$40,000
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$93,273
Program Service Revenue
$153,963
Investment Income
$225
Other Revenue
$553
Change in Net Assets
$-123,077

Audited Revenue Reconciliation

Revenue per Audited Statements
$248,014
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$248,014
Total Revenue per Form 990
$248,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$278,528
Salaries, Compensation, and Employee Benefits$92,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,312--$64,312
Depreciation Depletion$61,798--$61,798
Interest$55,587--$55,587
Other Employee Benefits$28,251--$28,251
Insurance$15,566--$15,566
Fees for Services Management-$15,452-$15,452
Other Expenses$12,740--$12,740
Fees for Services Accounting$6,929--$6,929
Office Expenses$3,779--$3,779
All Other Expenses$962--$962
Total Functional Expenses$355,639$15,452$0$371,091

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$371,091
Total Expenses per Audited Statements$371,091
Total Expenses per Form 990$371,091
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Equipment Lease Payable$19,500
Tenant Security Deposits$10,799
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 11B

Provided during board meeting.

Form 990, Part VI, Section C, line 19

Upon written request the organization will make available the governing documents, policies and/or financial statements.

Filing and Contact Details

Filer

Filer Name
Pelican House Inc
EIN
57-0705574
Phone
8435190689
Address
PO Box 969, Florence, SC 29503

Signing Officer

Name
Dr Joseph E Heyward
Title
President
Phone
8435190689
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Joseph E Heyward
Formed
1986
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The Project is a nonprofit corporation exempted from federal income taxation under Section 501 (c) (3) of the Internal Revenue Code. In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the organization in its federal income tax return are more likely than not to be sustained upon examination. The organization files returns in the U.S. Federal jurisdiction.

Raw XML AppendixShowing 400 of 411 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0403480
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-123077
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0154516
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0501591
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0388829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0269713
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0276860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0275530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0258926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01174302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0225
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0276
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0259
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01178
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0553
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01268
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02741
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02532
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02442
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09536
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99100
IRS990ScheduleA/PublicSupportPY170Pct00.98960
IRS990ScheduleA/PublicSupportTotal170Amt01174302
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0269713
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0276860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0275530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0258926
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01174302
IRS990ScheduleA/TotalSupportAmt01185016
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0319501
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01731638
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02051139
IRS990ScheduleD/EquipmentGrp/BookValueAmt026199
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0272082
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0298281
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0371091
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt040000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt040000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010799
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Tenant Security Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Equipment Lease Payable
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0248014
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Project is a nonprofit corporation exempted from federal income taxation under Section 501 (c) (3) of the Internal Revenue Code. In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the organization in its federal income tax return are more likely than not to be sustained upon examination. The organization files returns in the U.S. Federal jurisdiction.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0385700
IRS990ScheduleD/TotalExpensesPerForm990Amt0371091
IRS990ScheduleD/TotalLiabilityAmt030299
IRS990ScheduleD/TotalRevenuePerForm990Amt0248014
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0248014
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0371091
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Provided during board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon written request the organization will make available the governing documents, policies and/or financial statements.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0964310
IRS990/TotalAssetsGrp/BOYAmt01133893
IRS990/TotalAssetsGrp/EOYAmt0964310
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt093273
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015452
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0355639
IRS990/TotalFunctionalExpensesGrp/TotalAmt0371091
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01459032
IRS990/TotalLiabilitiesEOYAmt01412526
IRS990/TotalLiabilitiesGrp/BOYAmt01459032
IRS990/TotalLiabilitiesGrp/EOYAmt01412526
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-325139
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt0153963
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0225
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0154516
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0248014
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01133893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0964310
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 969
IRS990/USAddress/CityNm0Florence
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029503
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Dr Joseph E Heyward
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08435190689
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pelican House Inc
ReturnHeader/Filer/BusinessNameControlTxt0PELI
ReturnHeader/Filer/EIN0570705574
ReturnHeader/Filer/PhoneNum08435190689
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 969
ReturnHeader/Filer/USAddress/CityNm0Florence
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Rockville Pike Suite 600

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