Civic Intelligence

Dataw Historic Foundation Inc

EIN 57-1072700 • 501(c)3 • St Helena Island, SC

Profile

To preserve, protect and display dataw island history and historic artifacts and ruins

285 Dataw DriveSt Helena Island, SC 29920

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

2.6%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

39%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$354,515

Up $8,865 (+2.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$354,515

Up $8,865 (+2.6%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$56,415

Up $15,826 (+39%) from 2023

Expenses

Down

$42,700

Down $8,449 (-17%) from 2023

Net Income

Up

$13,715

Up $24,275 (+230%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2011: $93,205Liabilities 2011: $3502011Assets 2015: $259,345Net Assets 2015: $259,3452015Assets 2016: $280,700Net Assets 2016: $280,7002016Assets 2017: $303,228Net Assets 2017: $303,2282017Assets 2018: $294,590Net Assets 2018: $294,5902018Assets 2019: $309,965Liabilities 2019: $2Net Assets 2019: $309,9632019Assets 2022: $356,210Net Assets 2022: $356,2102022Assets 2023: $345,650Net Assets 2023: $345,6502023Assets 2024: $354,515Net Assets 2024: $354,5152024

Highlighted filing

2024

Assets$354,515
Liabilities-
Net Assets$354,515
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $31,000Expenses 2011: $15,761Net Income 2011: $15,2392011Revenue 2015: $133,184Expenses 2015: $17,616Net Income 2015: $115,5682015Revenue 2016: $39,407Expenses 2016: $18,052Net Income 2016: $21,3552016Revenue 2017: $38,949Expenses 2017: $16,421Net Income 2017: $22,5282017Revenue 2018: $40,051Expenses 2018: $48,689Net Income 2018: -$8,6382018Revenue 2019: $40,926Expenses 2019: $25,553Net Income 2019: $15,3732019Revenue 2022: $64,142Expenses 2022: $26,802Net Income 2022: $37,3402022Revenue 2023: $40,589Expenses 2023: $51,149Net Income 2023: -$10,5602023Revenue 2024: $56,415Expenses 2024: $42,700Net Income 2024: $13,7152024

Highlighted filing

2024

Revenue$56,415
Expenses$42,700
Net Income$13,715
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,515
Liabilities
-
Net assets
$354,515
Revenue
$56,415
Expenses
$42,700
Net income
$13,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.55$3.55$0.56$0.43$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.46$3.46$0.41$0.51$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.56$3.56$0.64$0.27$0.37
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.41$0.26$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.95$2.95$0.40$0.49$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.03$3.03$0.39$0.16$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.81$2.81$0.39$0.18$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.59$2.59$1.33$0.18$1.16
2011Summary only. Only limited summary data is available for this year.$0.93$0.00$0.31$0.16$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.0
Gross Receipts
$66,351
Mission and Program Overview

Mission

To preserve, protect and display dataw island history and historic artifacts and ruins

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO PRESERVE, PROTECT AND DISPLAY DATAW ISLAND HISTORY AND HISTORIC ARTIFACTS AND RUINS-$42,700
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN PECKPresident-$0--
DIANE RONEYVice Preside-$0--
SOMJA SCOTT BAEHRENTreasurer-$0--
SONIA FAILSSecretary-$0--
BILL RISKIVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$11,110$11,110$6,225$4,885
Total Events$11,110$11,110$6,225$4,885
Filing and Contact Details

Filer

Filer Name
Dataw Historic Foundation Inc
EIN
57-1072700
Phone
7046263809
Address
285 DATAW DRIVE, ST HELENA ISLAND, SC 29920

Signing Officer

Name
Somja Scott Baehren
Title
Treasurer
Phone
7046263809
Signed
2025-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Messer & Company LLC
Address
603 SCOTT STREET, BEAUFORT, SC 29902
Preparer
Brian a Messer CPA Cfe
Phone
8435247503
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 64 meeting expense 812 insurance 4,758 website 80 displays 103 40th anniversary expenses 4,203 miscellaneous 1,072 coasters 1,411 design service 3,500 education 7,500 bank charges 199 lecture series 730 luminary night 180 tabby times 5,810 total 30,422”

Form 990-ez, Part I, Line 20

“Book / tax depreciation difference -4,850”

Form 990-ez, Part II, Line 24

“0 0 less accumulated depreciation 0 0 total 0 0”

Form 990-ez, Part III

“To preserve, protect and display dataw history and historic artifacts and ruins”

Raw XML Appendix158 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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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-4850
IRS990EZ/OtherExpensesTotalAmt030422
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042700
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020925
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011110
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011110
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04885
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06225
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 64 MEETING EXPENSE 812 INSURANCE 4,758 WEBSITE 80 DISPLAYS 103 40TH ANNIVERSARY EXPENSES 4,203 MISCELLANEOUS 1,072 COASTERS 1,411 DESIGN SERVICE 3,500 EDUCATION 7,500 BANK CHARGES 199 LECTURE SERIES 730 LUMINARY NIGHT 180 TABBY TIMES 5,810 TOTAL 30,422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE -4,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20 0 LESS ACCUMULATED DEPRECIATION 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PRESERVE, PROTECT AND DISPLAY DATAW HISTORY AND HISTORIC ARTIFACTS AND RUINS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0571072700
ReturnHeader/Filer/PhoneNum07046263809
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-10
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ReturnHeader/ReturnTs02025-07-18T11:37:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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