Civic Intelligence

Harriet Jackson Phelps Charitable Trust

990PF • Fiscal year 2017 • EIN 57-0734293

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization Profile
1011 Fair St PO Box 428Camden, SC 29021-0428

(803) 432-1424

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-415%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-8.5%

Faster asset growth than 29% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

0.4%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$93,290

Down $8,674 (-8.5%) from 2016

Net Assets

Down

$93,290

Down $8,674 (-8.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$2,088

Up $9 (+0.4%) from 2016

Expenses

Up

$10,762

Up $2,986 (+38%) from 2016

Net Income

Down

-$8,674

Down $2,977 (-52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2017

Assets$93,290
Liabilities$0
Net Assets$93,290
Open 2017 Filing

Operations Trend

Revenue Growth49th percentile

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

2017

Revenue$2,088
Expenses$10,762
Net Income-$8,674
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUSTIN M SHEHEEN JRTrustee-$0--
WALTER BULL DECEASED 5-15-17Trustee-$0--
HARRIET P SOBELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harriet Jackson Phelps Charitable Trust
EIN
57-0734293
Phone
8034321424
Address
1011 FAIR ST PO BOX 428, CAMDEN, SC 29021-0428

Signing Officer

Name
Austin M Sheheen Jr
Title
Trustee
Phone
8034321424
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Sheheen Hancock & Godwin Llp Cpas
Address
PO DRAWER 428, CAMDEN, SC 29021
Preparer
Jane M Peacock CPA
Phone
8034321424
Raw XML Appendix350 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/RecipientPersonNm0AUSTIN M SHEHEEN JR TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08034321424
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01011 FAIR ST PO BOX 428
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CAMDEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0290210428
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS GENERALLY GIVEN IN THE AREAS OF NATURE OR LAND CONSERVATION AND FINE ARTS, THOUGH OTHER APPLICANTS ARE WELCOME TO SUBMIT LETTERS OF INTENT TO APPLY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE, THOUGH REGULAR ANNUAL MEETING TO CONSIDER FUND REQUESTS IS HELD EACH NOVEMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CAPITAL GRANT FOR OPERATING FACILIITY PROVIDING SERVICES TO ADULTS AND CHILDREN WITH AUTISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GRANT FOR OPERATION OF ARTS CENTER'S COMMUNITY ARTS FACILITY AND ITS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED GRANT FOR GENERAL OPERATING EXPENSES OF LOCAL SOUP KITCHEN/HOMELESS SHELTERUNRESTRICTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GRANT FOR OPERATING EXPENSES OF GARDENING PROGARM FOR DISABLED INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt03 IRISH JEWELS FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FINE ARTS CENTER OF KERSHAW COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FOOD FOR THE SOUL- KERSHAW COUNTY SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NEW HANOVER COUNTY COOPERATIVE EXTENSION SERVICE FOR ABILITY GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0102 HYANNIS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 1498 YORK/LYTTLETON STS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 1591 DEKALB ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36206 OLEANDER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOLLY SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3284033822
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07700
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/AppliedToCurrentYearAmt07520
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0238325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0244952
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0238325
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0180
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0245175
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0244995
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/CategoryTxt0'16 990PF TAX PD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AUSTIN M SHEHEEN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08034321424
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIET JACKSON PHELPS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0570734293
ReturnHeader/Filer/PhoneNum08034321424
ReturnHeader/Filer/USAddress/AddressLine1Txt01011 FAIR ST PO BOX 428
ReturnHeader/Filer/USAddress/CityNm0CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0290210428
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId082A3B90C523042F59423E4F51C3403D6BCEF67E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019839C42626759FCFABCEE016562D7B8AAC7C0F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.69.159.34
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:20:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570522539
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEHEEN HANCOCK & GODWIN LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 428
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029021
ReturnHeader/PreparerPersonGrp/PhoneNum08034321424
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M PEACOCK CPA
ReturnHeader/ReturnTs02018-05-09T08:25:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$93,290
Liabilities
$0
Net assets
$93,290
Revenue
$2,088
Expenses
$10,762
Net income
-$8,674
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