Civic Intelligence

Harriet Jackson Phelps Charitable Trust

990PF • Fiscal year 2019 • EIN 57-0734293

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 03, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-220%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-7.1%

Faster asset growth than 31% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$80,888

Down $6,226 (-7.1%) from 2018

Net Assets

Down

$80,888

Down $6,226 (-7.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$2,836

Up $370 (+15%) from 2018

Expenses

Up

$9,062

Up $420 (+4.9%) from 2018

Net Income

Down

-$6,226

Down $50 (-0.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2019

Assets$80,888
Liabilities$0
Net Assets$80,888
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$2,836
Expenses$9,062
Net Income-$6,226
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUSTIN M SHEHEEN JRTrustee-$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
Harriet P Sobell
Title
Trustee
Phone
4044448854
Signed
2020-09-03
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 Appendix328 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/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED ONE-TIME GRANT FOR GENERAL OPERATING EXP OF ORG THAT TRAINS AND PLACES SERVICE DOGS FOR DISABLED INDIVIDUALS, AND IN PEDIATRIC HOSPITALS AND REHAB FACILITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GRANT FOR GENERAL OPERATING EXPENSES OF LOCAL SOUP KITCHEN/HOMELESS SHELTERUNRESTRICTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CANINE ASSISTANTS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOOD FOR THE SOUL- KERSHAW COUNTY SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03160 FRANCIS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 1591 DEKALB ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129020
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07818
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/AppliedToCurrentYearAmt07507
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0238032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0238032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06938
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06447
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07818
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0311
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0244970
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0244659
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/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/Amt15
TaxesSchedule/TaxesDetail/CategoryTxt0'19 990PF TAX PD
TaxesSchedule/TaxesDetail/CategoryTxt1'18 990PF TAX PD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRIET P SOBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04044448854
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-03
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/AtSubmissionCreationDeviceId0FCC87879EF702FC0D3785C2BA019F7B0EE0CA11D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B62FB698439A5FC795766DADC0EBF08B638A637E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.69.159.34
ReturnHeader/FilingSecurityInformation/IPDt02020-09-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:09:10
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/PreparationDt02020-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M PEACOCK CPA
ReturnHeader/ReturnTs02020-09-14T13:10:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,888
Liabilities
$0
Net assets
$80,888
Revenue
$2,836
Expenses
$9,062
Net income
-$6,226
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