Civic Intelligence

Historic Savannah Foundation Incorporated

990 • Fiscal year 2015 • EIN 58-0838253

Oct 01, 2014 to Sep 30, 2015 • Filed on Mar 25, 2016

PO Box 1733Savannah, GA 31402

(912) 233-7787

Siviq Scores

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

Liabilities / Assets

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.15x

Higher debt load relative to revenue than 45% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

61st percentile

6.4%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

63rd percentile

$151,021

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

0.0%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$6,318,315

Down $33,704 (-0.5%) from 2014

Net Assets

Down

$6,139,541

Down $20,777 (-0.3%) from 2014

Liabilities

Down

$178,774

Down $12,927 (-6.7%) from 2014

Revenue

Up

$1,212,124

Up $230 (+0.0%) from 2014

Expenses

Up

$1,133,962

Up $43,876 (+4.0%) from 2014

Net Income

Down

$78,162

Down $43,646 (-36%) from 2014

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $5,172,568Liabilities 2010: $442,170Net Assets 2010: $4,730,3982010Assets 2011: $5,025,192Liabilities 2011: $439,757Net Assets 2011: $4,585,4352011Assets 2012: $5,392,328Liabilities 2012: $440,633Net Assets 2012: $4,951,6952012Assets 2013: $5,875,168Liabilities 2013: $169,477Net Assets 2013: $5,705,6912013Assets 2014: $6,352,019Liabilities 2014: $191,701Net Assets 2014: $6,160,3182014Assets 2015: $6,318,315Liabilities 2015: $178,774Net Assets 2015: $6,139,5412015Assets 2016: $6,681,331Liabilities 2016: $191,014Net Assets 2016: $6,490,3172016Assets 2017: $7,087,378Liabilities 2017: $153,878Net Assets 2017: $6,933,5002017Assets 2018: $8,097,286Liabilities 2018: $151,230Net Assets 2018: $7,946,0562018Assets 2019: $8,500,531Liabilities 2019: $209,204Net Assets 2019: $8,291,3272019Assets 2020: $8,486,235Liabilities 2020: $214,154Net Assets 2020: $8,272,0812020Assets 2021: $10,254,672Liabilities 2021: $898,431Net Assets 2021: $9,356,2412021Assets 2022: $10,317,767Liabilities 2022: $1,616,112Net Assets 2022: $8,701,6552022Assets 2023: $11,055,504Liabilities 2023: $1,639,498Net Assets 2023: $9,416,0062023Assets 2024: $12,093,557Liabilities 2024: $1,600,280Net Assets 2024: $10,493,2772024Assets 2025: $12,005,234Liabilities 2025: $1,555,325Net Assets 2025: $10,449,9092025

Highlighted filing

2015

Assets$6,318,315
Liabilities$178,774
Net Assets$6,139,541

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,034,3032010Expenses 2011: $1,054,5352011Expenses 2012: $1,157,4332012Expenses 2013: $960,9962013Revenue 2014: $1,211,894Expenses 2014: $1,090,086Net Income 2014: $121,8082014Revenue 2015: $1,212,124Expenses 2015: $1,133,962Net Income 2015: $78,1622015Revenue 2016: $1,165,482Expenses 2016: $1,065,305Net Income 2016: $100,1772016Revenue 2017: $1,414,985Expenses 2017: $1,271,613Net Income 2017: $143,3722017Revenue 2018: $1,809,600Expenses 2018: $1,303,105Net Income 2018: $506,4952018Revenue 2019: $1,488,695Expenses 2019: $1,298,561Net Income 2019: $190,1342019Revenue 2020: $946,064Expenses 2020: $1,096,256Net Income 2020: -$150,1922020Revenue 2021: $1,364,221Expenses 2021: $982,732Net Income 2021: $381,4892021Revenue 2022: $1,730,085Expenses 2022: $1,031,621Net Income 2022: $698,4642022Revenue 2023: $1,138,454Expenses 2023: $1,138,385Net Income 2023: $692023Revenue 2024: $1,721,981Expenses 2024: $1,182,293Net Income 2024: $539,6882024Revenue 2025: $1,372,514Expenses 2025: $1,281,066Net Income 2025: $91,4482025

Highlighted filing

2015

Revenue$1,212,124
Expenses$1,133,962
Net Income$78,162
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Mar 25, 2016
Return Version
2014v6.0
Gross Receipts
$1,530,343
Mission and Program Overview

Mission

To save buildings, places and stories that define savannah's past, present and future.

To preserve savannah's heritage through advocacy, education, and community involvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,639,740$3,740,416▲ $100,676
Land, Buildings, and Equipment, Net$935,686$938,643▲ $2,957
Cash and Non-Interest-Bearing Accounts$595,415$641,785▲ $46,370
Savings and Temporary Cash Investments$551,573$467,787▼ $83,786
Pledges and Grants Receivable$438,350$334,658▼ $103,692
Prepaid Expenses and Deferred Charges$52,219$61,624▲ $9,405
Inventories for Sale or Use$51,684$47,957▼ $3,727
Investments Program Related$1,000$40,938▲ $39,938
Accounts Receivable$54,338$26,677▼ $27,661
Other Notes and Loans Receivable, Net$23,500$15,500▼ $8,000
Total Assets$6,352,019$6,318,315▼ $33,704
Other Assets Total$8,514$2,330▼ $6,184
Liabilities
Deferred Revenue$117,852$152,925▲ $35,073
Accounts Payable and Accrued Expenses$73,849$25,849▼ $48,000
Total Liabilities$191,701$178,774▼ $12,927
Net Assets / Fund Balance
Unrestricted Net Assets$5,016,945$5,085,181▲ $68,236
Permanently Rstr Net Assets$854,505$854,505→ $0
Temporarily Rstr Net Assets$288,868$199,855▼ $89,013
Total Net Assets Fund Balance$6,160,318$6,139,541▼ $20,777
Total Liabilities and Net Assets / Fund Balance$6,352,019$6,318,315▼ $33,704

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$501,292$628,376$1,129,668
Equipment$156,014$195,566$351,580
Buildings$141,337$177,168$318,505
Land$140,000-$140,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,191,314$107,149▲ $36,170$105,000$4,208,204
2013$3,281,827$623,684▲ $419,416$115,000$4,191,314
2012$3,024,390$69,969▲ $344,501$141,500$3,281,827
2011$2,578,035$25,812▲ $444,914$10,000$3,024,390
2010$2,642,901$1,123▲ $8,022$60,000$2,578,035
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel CareyCEOFT$131,500$19,521$151,021

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$596,243
Program Service Revenue
$307,202
Investment Income
$135,579
Other Revenue
$173,100
All Other Contributions
$272,848
Change in Net Assets
$78,162

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,212,124
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$190,532
Total Revenue per Audited Statements
$1,402,656
Total Revenue per Form 990
$1,212,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$641,998
Other Expenses$491,964
Total Fundraising Expense$123,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$273,538$81,806$53,685$409,029
Office Expenses$82,264$41,132$13,711$137,107
Current Officers, Directors, Trustees, and Key Employees$46,025$59,175$26,300$131,500
Depreciation Depletion$60,379$15,095-$75,474
Other Employee Benefits$38,115$13,708$8,359$60,182
Payroll Taxes$24,723$8,892$5,422$39,037
Insurance$24,233$6,058-$30,291
Fees for Service Investment Mgmnt Fees$21,425--$21,425
Advertising$10,892-$4,668$15,560
Other Expenses$10,489$2,622$11,147$13,111
Fees for Services Accounting$6,000$4,000-$10,000
Information Technology$3,555$2,370-$5,925
All Other Expenses$5,342--$5,342
Travel$2,922$365$365$3,652
Fees for Services Legal$2,432$1,042-$3,474
Pension Plan Contributions$900$1,125$225$2,250
Total Functional Expenses$772,690$237,390$123,882$1,133,962

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,423,433
Expenses per Audited Statements$1,133,962
Total Expenses per Form 990$1,133,962
Expenses Not Reported on Form 990$289,471
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$257,174
Fundraising Direct Expenses$173,114
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$184,352$76,450$14,268$62,182
National Preservation Conference$71,019$30,269$42,019$-11,750
Total Events$451,043$257,174$173,114$84,060
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The board of trustees shall be elected from the ballot offered by the nominating committee by the vote of a majority of the members present at each annual meeting of the membership, a quorum of the members being present, to serve until the end of their term or until their successors shall have been duly chosen and qualified, or until death, resignation or removal. Independent nominations may be made in accordance with article ix of these by-laws. Trustees should be chosen from the general membership of historic savannah foundation, inc., excepting ex-officio members.

Form 990, Part VI, Section B, Line 11

The board reviews the form 990 prior to filing.

Form 990, Part VI, Section B, Line 12C

The organization monitors and enforces compliance with the conflict of interest policy on an annual basis.

Form 990, Part VI, Section B, Line 15

The executive committee of the board and the personnel committee review and approve the compensation for the position of president/ceo. The president/ceo of the organization reviews and approves the compensation for key employees.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Historic Savannah Foundation Inc
EIN
58-0838253
Phone
9122337787
Address
PO BOX 1733, SAVANNAH, GA 31402

Signing Officer

Name
Daniel G Carey
Title
President/CEO
Phone
9122337787
Signed
2016-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel G Carey
Formed
1955
Legal Domicile
Ga
Voting Board Members
20
Independent Board Members
20
Employees
30
Volunteers
356

Preparer

Firm
Holland Henry & Bromley Llp
Address
PO BOX 8878, SAVANNAH, GA 31412-8878
Preparer
Shannon L Brett
Phone
9122353410
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

Process has not changed since prior year.

Financial Statement Notes

PART III, LINE 4:

Collection includes works of art and historical artifacts. The collection is used to preserve savannah's heritage through advocacy, education and community involvement.

PART V, LINE 4:

Renovations and maintenance of protected buildings.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cogs related to museum gift shop fundraising expenses intercompany management fee

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cogs related to museum gift shop fundraising expenses intercompany management fee

Part II, Line 9

Part ii, line 9 - all easement money received is deposited into the operating account and is recorded to a liability account which acts as an escrow account for all revenue and expenses related to easements. There is not a footnote in the financial statements discussing easements.

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IRS990/Form990PartVIISectionAGrp/PersonNm20DANIEL CAREY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20131500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PARLIAMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0193869
IRS990/FundraisingDirectExpensesAmt0173114
IRS990/FundraisingGrossIncomeAmt0257174
IRS990/GainOrLossGrp/SecuritiesAmt038006
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0106754
IRS990/GrossReceiptsAmt01530343
IRS990/GrossRentsGrp/RealAmt028905
IRS990/GrossSalesOfInventoryAmt0108165
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02370
IRS990/InformationTechnologyGrp/ProgramServicesAmt03555
IRS990/InformationTechnologyGrp/TotalAmt05925
IRS990/InsuranceGrp/ManagementAndGeneralAmt06058
IRS990/InsuranceGrp/ProgramServicesAmt024233
IRS990/InsuranceGrp/TotalAmt030291
IRS990/InventoriesForSaleOrUseGrp/BOYAmt051684
IRS990/InventoriesForSaleOrUseGrp/EOYAmt047957
IRS990/InvestmentIncomeGrp/ExclusionAmt097573
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt097573
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt040938
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03639740
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03740416
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01001110
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0935686
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0938643
IRS990/LandBldgEquipCostOrOtherBssAmt01939753
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt068748
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0129526
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PRESERVE SAVANNAH'S HERITAGE THROUGH ADVOCACY, EDUCATION, AND COMMUNITY INVOLVEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06160318
IRS990/NetAssetsOrFundBalancesEOYAmt06139541
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038006
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038006
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt084060
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt084060
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt031808
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt031808
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt028905
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt028905
IRS990/NetUnrelatedBusTxblIncmAmt0-29857
IRS990/NetUnrlzdGainsLossesInvstAmt0-98939
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt013711
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt041132
IRS990/OfficeExpensesGrp/ProgramServicesAmt082264
IRS990/OfficeExpensesGrp/TotalAmt0137107
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08514
IRS990/OtherAssetsTotalGrp/EOYAmt02330
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08359
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013708
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038115
IRS990/OtherEmployeeBenefitsGrp/TotalAmt060182
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc3PROPERTY TAX
IRS990/OtherExpensesGrp/FundraisingAmt011147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02622
IRS990/OtherExpensesGrp/ProgramServicesAmt099422
IRS990/OtherExpensesGrp/ProgramServicesAmt152603
IRS990/OtherExpensesGrp/ProgramServicesAmt27431
IRS990/OtherExpensesGrp/ProgramServicesAmt310489
IRS990/OtherExpensesGrp/TotalAmt099422
IRS990/OtherExpensesGrp/TotalAmt152603
IRS990/OtherExpensesGrp/TotalAmt218578
IRS990/OtherExpensesGrp/TotalAmt313111
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC PROGRAM REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt021327
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021327
IRS990/OtherRevenueTotalAmt021327
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt053685
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt081806
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0273538
IRS990/OtherSalariesAndWagesGrp/TotalAmt0409029
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt023500
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt015500
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05422
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08892
IRS990/PayrollTaxesGrp/ProgramServicesAmt024723
IRS990/PayrollTaxesGrp/TotalAmt039037
IRS990/PensionPlanContributionsGrp/FundraisingAmt0225
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01125
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0900
IRS990/PensionPlanContributionsGrp/TotalAmt02250
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0854505
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0854505
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0438350
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0334658
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052219
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061624
IRS990/PrincipalOfficerNm0DANIEL G CAREY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSION FEES & DUES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0292552
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0292552
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114650
IRS990/ProgSrvcAccomActy2Grp/Desc0PRESERVATION AND RESTORATION OF HISTORIC PROPERTIES - HISTORIC SAVANNAH FOUNDATION (HSF) IS THE ONLY NON-PROFIT PRESERVATION ORGANIZATION IN SAVANNAH AND CHATHAM COUNTY. WITH MORE THAN A THOUSAND SUPPORTERS, HSF IS THE RECOGNIZED LEADER OF THE LOCAL PRESERVATION MOVEMENT. HSF ADVOCATES, EDUCATES AND GETS DIRECTLY INVOLVED IN PRESERVING AND PROTECTING SAVANNAH'S HERITAGE. THROUGH THE USE OF A REVOLVING FUND WHICH ACQUIRES AND RESTORES ENDANGERED HISTORIC BUILDINGS, A VARIETY OF CREATIVE EDUCATIONAL PROGRAMS TO TRAIN YOUTH AND ADULTS, AND THE DAVENPORT HOUSE MUSEUM WHICH SERVES AS AN EXAMPLE OF GOOD STEWARDSHIP, HSF TOUCHES TENS OF THOUSANDS OF PEOPLE EACH YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt049164
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0436393
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION - HSF USES INNOVATIVE PROGRAMMING AND SPECTACULAR SPECIAL EVENTS TO ENGAGE PEOPLE IN THE PRESERVATION MOVEMENT. EDUCATIONAL PROGRAMS LIKE BOX CITY AND HANDS ON HISTORY CAMP TEACH MIDDLE-SCHOOL STUDENTS ABOUT CITY PLANNING AND THE TRADES AND CAREERS AVAILABLE TO THEM IN PRESERVATION. THE SAVANNAH PRESERVATION FESTIVAL AND HSF'S GALA AFFORD HUNDREDS OF PEOPLE THE OPPORTUNITY TO ENJOY SOCIAL INTERACTION IN UNIQUE HISTORIC SETTINGS. AND, FROM AN ADVOCACY STANDPOINT, HSF IS ACTIVELY INVOLVED IN THE PLANNING PROCESS IN SAVANNAH AND CHATHAM COUNTY. BY APPEARING BEFORE THE METROPOLITAN PLANNING COMMISSION, ZONING BOARD OF APPEALS AND THE HISTORIC DISTRICT BOARD OF REVIEW, HSF ENSURES THAT GOOD PRESERVATION AND DESIGN PRACTICES ARE USED IN THE COMMUNITY'S 15+ HISTORIC DISTRICTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0218556
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014650
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0612586
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035027

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.0$1.56$10.4$1.37$1.28$0.09
2024Detailed filing. Detailed filing data is available for this year.$12.1$1.60$10.5$1.72$1.18$0.54
2023Detailed filing. Detailed filing data is available for this year.$11.1$1.64$9.42$1.14$1.14$0.00
2022Detailed filing. Detailed filing data is available for this year.$10.3$1.62$8.70$1.73$1.03$0.70
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.90$9.36$1.36$0.98$0.38
2020Detailed filing. Detailed filing data is available for this year.$8.49$0.21$8.27$0.95$1.10$0.15
2019Detailed filing. Detailed filing data is available for this year.$8.50$0.21$8.29$1.49$1.30$0.19
2018Detailed filing. Detailed filing data is available for this year.$8.10$0.15$7.95$1.81$1.30$0.51
2017Detailed filing. Detailed filing data is available for this year.$7.09$0.15$6.93$1.41$1.27$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.68$0.19$6.49$1.17$1.07$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.32$0.18$6.14$1.21$1.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.35$0.19$6.16$1.21$1.09$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$0.17$5.71$0.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.39$0.44$4.95$1.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.44$4.59$1.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.44$4.73$1.03