Civic Intelligence

Dataw Historic Foundation Inc.

990EZ • Fiscal year 2017 • EIN 57-1072700

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 19, 2018

Organization ProfileN/A
488 Bb Sams DrSt Helena Island, SC 29920

(843) 838-5581

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

8.0%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-1.2%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$303,228

Up $22,528 (+8.0%) from 2016

Net Assets

Up

$303,228

Up $22,528 (+8.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$38,949

Down $458 (-1.2%) from 2016

Expenses

Down

$16,421

Down $1,631 (-9.0%) from 2016

Net Income

Up

$22,528

Up $1,173 (+5.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2017

Assets$303,228
Liabilities-
Net Assets$303,228
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$38,949
Expenses$16,421
Net Income$22,528
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 19, 2018
Return Version
2017v2.2
Gross Receipts
$50,316
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO PRESERVE, PROTECT AND DISPLAY DATAW ISLAND HISTORY AND HISTORIC ARTIFACTS AND RUINS$164-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN PECKPresident-$0--
RON JACOBSVice President-$0--
SUSAN CONVERSEAssistant Treas-$0--
JOE RONEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$7,400$7,400-$7,400
Total Events$7,400$7,400$6,275$1,125
Filing and Contact Details

Filer

Filer Name
Dataw Historic Foundation Inc
EIN
57-1072700
Phone
8438385581
Address
488 BB SAMS DR, ST HELENA ISLAND, SC 29920

Signing Officer

Name
Susan Converse
Title
Assistant Treas
Signed
2018-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Mims McDuff & Wood PA
Address
PO Box 806, Beaufort, SC 29901
Preparer
Ann A McDuff CPA
Phone
8435247503
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $785”

Other Expenses.1007

“Conferences, Conventions, and Meetings $614”

Other Expenses.1009

“Depreciation $4850”

Other Expenses.1012

“Insurance $1179”

Other Expenses.2

“MEMBERSHIP EXP $425”

Other Expenses.3

“MISC $366”

Other Expenses.4

“RUINS PRESERVATION $164”

Raw XML Appendix162 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN CONVERSE
IRS990EZ/BooksInCareOfDetail/PhoneNum08438385581
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0488 BB SAMS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST HELENA ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029920
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092568
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119946
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029188
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022528
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0740
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0280700
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0303228
IRS990EZ/FundraisingGrossIncomeAmt020800
IRS990EZ/GrossReceiptsAmt050316
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0328
IRS990EZ/LandAndBuildingsGrp/BOYAmt0188132
IRS990EZ/LandAndBuildingsGrp/EOYAmt0183282
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0280700
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0303228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0280700
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0303228
IRS990EZ/OccupancyRentUtltsAndMaintAmt04676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARILYN PECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RON JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN CONVERSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE RONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Assistant Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08383
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PRESERVE, PROTECT AND DISPLAY DATAW ISLAND HISTORY AND HISTORIC ARTIFACTS AND RUINS
IRS990EZ/PrintingPublicationsPostageAmt02622
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PRESERVE, PROTECT AND DISPLAY DATAW ISLAND HISTORY AND HISTORIC ARTIFACTS AND RUINS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0164
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011367
IRS990EZ/SpecialEventsNetIncomeLossAmt09433
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016421
IRS990EZ/TotalProgramServiceExpensesAmt0164
IRS990EZ/TotalRevenueAmt038949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0119651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0215823
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0242
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0783
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01353
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0111779
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99380
IRS990ScheduleA/PublicSupportPY170Pct00.99510
IRS990ScheduleA/PublicSupportTotal170Amt0215823
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0119651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021763
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017865
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0215823
IRS990ScheduleA/TotalSupportAmt0217176
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06275
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OYSTER ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06275
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $4850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP EXP $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISC $366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RUINS PRESERVATION $164
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN CONVERSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DATAW HISTORIC FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DATA
ReturnHeader/Filer/EIN0571072700
ReturnHeader/Filer/PhoneNum08438385581
ReturnHeader/Filer/USAddress/AddressLine1Txt0488 BB SAMS DR
ReturnHeader/Filer/USAddress/CityNm0ST HELENA ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029920
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570879747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mims McDuff & Wood PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaufort
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029901
ReturnHeader/PreparerPersonGrp/PhoneNum08435247503
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann A McDuff CPA
ReturnHeader/ReturnTs02018-06-19T12:56:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$303,228
Liabilities
-
Net assets
$303,228
Revenue
$38,949
Expenses
$16,421
Net income
$22,528
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