Civic Intelligence

Harriet Jackson Phelps Charitable Trust

990PF • Fiscal year 2013 • EIN 57-0734293

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 17, 2014

1011 Fair St PO Box 42829021-0428

(803) 432-1424

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

6th percentile

-114%

Higher net margin than 6% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$357,668

Down $10,046 (-2.7%) from 2012

Net Assets

Down

$357,668

Down $10,046 (-2.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$8,810

No earlier filing loaded for comparison.

Expenses

Down

$18,856

Down $3,118 (-14%) from 2012

Net Income

-$10,046

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $393,410Liabilities 2010: $0Net Assets 2010: $393,4102010Assets 2011: $381,162Liabilities 2011: $0Net Assets 2011: $381,1622011Assets 2012: $367,714Liabilities 2012: $0Net Assets 2012: $367,7142012Assets 2013: $357,668Liabilities 2013: $0Net Assets 2013: $357,6682013Assets 2014: $122,905Liabilities 2014: $02014Assets 2015: $107,661Liabilities 2015: $0Net Assets 2015: $107,6612015Assets 2016: $101,964Liabilities 2016: $0Net Assets 2016: $101,9642016Assets 2017: $93,290Liabilities 2017: $0Net Assets 2017: $93,2902017Assets 2018: $87,114Liabilities 2018: $0Net Assets 2018: $87,1142018Assets 2019: $80,888Liabilities 2019: $0Net Assets 2019: $80,8882019Assets 2020: $81,901Liabilities 2020: $0Net Assets 2020: $81,9012020Assets 2021: $84,486Liabilities 2021: $0Net Assets 2021: $84,4862021Assets 2022: $87,029Liabilities 2022: $9,698Net Assets 2022: $77,3312022Assets 2023: $68,975Liabilities 2023: $1,500Net Assets 2023: $67,4752023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$357,668
Liabilities$0
Net Assets$357,668

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $20,3972010Expenses 2011: $22,2222011Expenses 2012: $21,9742012Revenue 2013: $8,810Expenses 2013: $18,856Net Income 2013: -$10,0462013Revenue 2014: $25,311Expenses 2014: $260,074Net Income 2014: -$234,7632014Revenue 2015: $2,061Expenses 2015: $17,305Net Income 2015: -$15,2442015Revenue 2016: $2,079Expenses 2016: $7,776Net Income 2016: -$5,6972016Revenue 2017: $2,088Expenses 2017: $10,762Net Income 2017: -$8,6742017Revenue 2018: $2,466Expenses 2018: $8,642Net Income 2018: -$6,1762018Revenue 2019: $2,836Expenses 2019: $9,062Net Income 2019: -$6,2262019Revenue 2020: $2,377Expenses 2020: $1,375Net Income 2020: $1,0022020Revenue 2021: $2,793Expenses 2021: $208Net Income 2021: $2,5852021Revenue 2022: $2,829Expenses 2022: $9,984Net Income 2022: -$7,1552022Revenue 2023: $3,480Expenses 2023: $12,797Net Income 2023: -$9,3172023Revenue 2024: $128,232Expenses 2024: $20,225Net Income 2024: $108,0072024

Highlighted filing

2013

Revenue$8,810
Expenses$18,856
Net Income-$10,046
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 17, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUSTIN M SHEHEEN JRTrustee-$0--
WALTER BULLTrustee-$0--
HARRIET P SOBELLTrustee-$0--
Filing and Contact Details

Filer

EIN
57-0734293
Phone
8034321424

Signing Officer

Name
Austin M Sheheen Jr
Title
Trustee
Phone
8034321424
Signed
2014-06-17
Discuss with paid preparer
Yes

Preparer

Preparer
Jane M Peacock
Phone
8034321424
Raw XML Appendix347 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE, THOUGH REGULAR ANNUAL MEETING TO CONSIDER FUND REQUESTS IS HELD EACH JULY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LAND CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE GOLF SCHOLARSHIPS FOR TALENTED YOUTH WHO LACK FINANCIAL MEANS TO DEVELOP SKILLS AND DISCIPLINE REQUIRED FOR SUCCESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ADD INTERACTIVE EXHIBITS INSIDE THE ENVIRONMENTAL DISCOVERY CENTER, EDUCATIONAL PROGRAMS FOR THE PARK, SIGNAGE FOR BIRD AND TREE IDENTIFICATION, AND TRAIL MARKERS - PUBLIC FACILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3WINTER SHELTER AND SOUP KITCHEN FOR THE HOMELESS - FUNDS MAY BE USED FOR THE OPERATING EXPENSES OF THE SOUP KITCHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4WATER GARDEN CARE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CONGAREE LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11ESTHER CANNIZZO JUNIOR GOLF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12FLORENCE COUNTY PARKS AND RECREATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13FOOD FOR THE SOUL KERSHAW COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14NC MUSEUM OF ART FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2GOVERNMENTAL ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10P O BOX 5232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine113695 TURNBURY OAKS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12180 NORTH IRBY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13110 E DEKALB ST PO BOX 1591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine144630 MAIL SERVICE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode029250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode130096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode229501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode329020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode4276994630
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018666
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018666
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018951
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03742
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03457
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018666
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06687
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06972
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/Amt1103
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN WH TAX ON DIV
TaxesSchedule/TaxesDetail/CategoryTxt1'12 990PF TAX PD, BAL DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt087
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AUSTIN M SHEHEEN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08034321424
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10HARRIET JACKSON PHELPS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0570734293
ReturnHeader/Filer/PhoneNum08034321424
ReturnHeader/Filer/USAddress/AddressLine101011 FAIR ST PO BOX 428
ReturnHeader/Filer/USAddress/City0CAMDEN
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode0290210428
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570522539
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SHEHEEN HANCOCK & GODWIN LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO DRAWER 428
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode029021
ReturnHeader/PreparerPersonGrp/PhoneNum08034321424
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M PEACOCK
ReturnHeader/ReturnTs02014-06-23T07:07:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.28$0.20$1.08
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$0.03$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.10$0.77$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03$0.00$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.17$0.15
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.25$2.60$2.35
2013Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.09$0.19$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.20