Civic Intelligence

Outer Banks Community Foundation Inc.

990 • Fiscal year 2021 • EIN 58-1516313

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 01, 2022

Organization ProfileWWW.OBCF.ORG
13 Skyline RoadSouthern Shores, NC 27949

(252) 261-8839

Siviq Scores

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

Liabilities / Assets

89th percentile

0.07x

Higher debt load relative to assets than 89% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

0.91x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Net Margin

47th percentile

35%

Higher net margin than 47% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$34,615

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Asset Growth

65th percentile

16%

Faster asset growth than 65% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$25,924,367

Up $3,588,808 (+16%) from 2020

Net Assets

Up

$24,074,177

Up $3,248,733 (+16%) from 2020

Liabilities

Up

$1,850,190

Up $340,075 (+23%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin47th percentile

Revenue

Down

$2,038,637

Down $600,328 (-23%) from 2020

Expenses

Down

$1,318,558

Down $807,650 (-38%) from 2020

Net Income

Up

$720,079

Up $207,322 (+40%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$30M$20M$10M$0Assets 2011: $8,903,276Liabilities 2011: $324,249Net Assets 2011: $8,579,0272011Assets 2012: $9,997,620Liabilities 2012: $401,454Net Assets 2012: $9,596,1662012Assets 2013: $12,020,686Liabilities 2013: $481,414Net Assets 2013: $11,539,2722013Assets 2014: $13,186,723Liabilities 2014: $526,464Net Assets 2014: $12,660,2592014Assets 2015: $12,801,663Liabilities 2015: $514,944Net Assets 2015: $12,286,7192015Assets 2016: $14,237,684Liabilities 2016: $548,155Net Assets 2016: $13,689,5292016Assets 2017: $17,636,736Liabilities 2017: $877,196Net Assets 2017: $16,759,5402017Assets 2018: $16,261,199Liabilities 2018: $1,028,867Net Assets 2018: $15,232,3322018Assets 2019: $20,635,527Liabilities 2019: $1,343,467Net Assets 2019: $19,292,0602019Assets 2020: $22,335,559Liabilities 2020: $1,510,115Net Assets 2020: $20,825,4442020Assets 2021: $25,924,367Liabilities 2021: $1,850,190Net Assets 2021: $24,074,1772021Assets 2022: $22,456,255Liabilities 2022: $2,215,178Net Assets 2022: $20,241,0772022Assets 2023: $25,773,330Liabilities 2023: $2,779,248Net Assets 2023: $22,994,0822023Assets 2024: $27,679,487Liabilities 2024: $2,845,095Net Assets 2024: $24,834,3922024

Highlighted filing

2021

Assets$25,924,367
Liabilities$1,850,190
Net Assets$24,074,177
Open 2021 Filing

Operations Trend

Revenue Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $257,624Expenses 2011: $673,301Net Income 2011: -$415,6772011Revenue 2012: $892,757Expenses 2012: $714,510Net Income 2012: $178,2472012Revenue 2013: $1,182,859Expenses 2013: $540,648Net Income 2013: $642,2112013Revenue 2014: $1,820,101Expenses 2014: $664,858Net Income 2014: $1,155,2432014Revenue 2015: $1,301,340Expenses 2015: $817,580Net Income 2015: $483,7602015Revenue 2016: $1,692,727Expenses 2016: $804,423Net Income 2016: $888,3042016Revenue 2017: $2,310,251Expenses 2017: $936,491Net Income 2017: $1,373,7602017Revenue 2018: $1,392,253Expenses 2018: $890,346Net Income 2018: $501,9072018Revenue 2019: $3,220,100Expenses 2019: $1,542,501Net Income 2019: $1,677,5992019Revenue 2020: $2,638,965Expenses 2020: $2,126,208Net Income 2020: $512,7572020Revenue 2021: $2,038,637Expenses 2021: $1,318,558Net Income 2021: $720,0792021Revenue 2022: $2,158,972Expenses 2022: $1,966,252Net Income 2022: $192,7202022Revenue 2023: $2,945,091Expenses 2023: $2,710,917Net Income 2023: $234,1742023Revenue 2024: $2,579,938Expenses 2024: $2,483,562Net Income 2024: $96,3762024

Highlighted filing

2021

Revenue$2,038,637
Expenses$1,318,558
Net Income$720,079
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 1, 2022
Return Version
2021v4.0
Gross Receipts
$2,038,637
Mission and Program Overview

Mission

The outer banks community foundation manages charitable funds for individuals and agencies, and awards grants and scholarships to meet our community's most pressing needs and most promising opportunities.

The foundation helps meet local needs by managing charitable funds for individuals and agencies and by targeting grants and scholarships toward our community's most pressing needs and most promising opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,045,732$24,802,502▲ $3,756,770
Savings and Temporary Cash Investments$918,629$694,206▼ $224,423
Land, Buildings, and Equipment, Net$287,552$283,675▼ $3,877
Cash and Non-Interest-Bearing Accounts$81,360$143,269▲ $61,909
Accounts Receivable$2,286$715▼ $1,571
Total Assets$22,335,559$25,924,367▲ $3,588,808
Liabilities
Grants Payable$1,510,115$1,850,190▲ $340,075
Total Liabilities$1,510,115$1,850,190▲ $340,075
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,013,045$22,082,890▲ $3,069,845
Net Assets With Donor Restrictions$1,812,399$1,991,287▲ $178,888
Total Net Assets Fund Balance$20,825,444$24,074,177▲ $3,248,733
Total Liabilities and Net Assets / Fund Balance$22,335,559$25,924,367▲ $3,588,808

Asset Categories

AssetBook ValueDepreciationBasis
Land$216,000-$216,000
Buildings$46,112$37,888$84,000
Leasehold Improvements$21,563$16,551$38,114

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,474,285$11,099▲ $233,910-$1,653,173
2020$1,424,814$1,500▲ $157,914-$1,474,285
2019$986,035$267,813▲ $203,212-$1,424,814
2018$1,117,581$13,392▼ $107,638-$986,035
2017$200,224$885,608▲ $49,349-$1,117,581
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christopher SawinPresident &FT$34,615$34,615
Robert MullerInterim ExecFT$22,852$22,852
Loreli CostaExecutive DiFT$21,588$21,588

Board Members and Trustees

NameTitle
Clark TwiddyChair
Jane WebsterVice Chair
David ClausenDirector
David ShufflebargerDirector
Jason WaughtelDirector
Lynda HesterDirector
Nancy CavinessDirector
Noel PrestonDirector
Ruth TothDirector
Jean-louise DixonSecretary
Pat ReganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,291,557
Program Service Revenue
$0
Investment Income
$747,080
Other Revenue
$0
All Other Contributions
$1,291,557
Change in Net Assets
$720,079

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded46$166,956Fair Market Value
Total Noncash Contributions46$166,956-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,958,007
Revenue Not Reported on Financial Statements
$80,630
Revenue Not Reported on Form 990
$2,528,654
Total Revenue per Audited Statements
$4,486,661
Total Revenue per Form 990
$2,038,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$874,404
Salaries, Compensation, and Employee Benefits$277,681
Other Expenses$166,473
Total Fundraising Expense$95,929
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$709,676--$709,676
Grants to Domestic Individuals$164,728--$164,728
Other Salaries and Wages$63,302$51,291$34,125$148,718
Current Officers, Directors, Trustees, and Key Employees$24,334$37,243$17,479$79,056
Fees for Service Investment Mgmnt Fees$65,619--$65,619
Other Employee Benefits$13,153$7,827$11,189$32,169
Payroll Taxes$6,921$7,436$3,381$17,738
Fees for Services Accounting$2,500$2,500$2,500$7,500
All Other Expenses$2,627$1,504$3,009$7,140
Other Expenses$3,452$943$600$4,995
Depreciation Depletion$1,611$1,386$880$3,877
Conferences and Meetings$1,248$1,074$682$3,004
Insurance-$1,683-$1,683
Travel$641$647$377$1,665
Total Functional Expenses$1,075,792$146,837$95,929$1,318,558

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,318,558
Expenses per Audited Statements$1,237,928
Total Expenses per Audited Statements$1,237,928
Expenses Not Reported on Financial Statements$80,630
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached---$618,840
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 35% controlled entity
No
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, Page 6, Part VI, Line 7A

“The foundation utilizes an independent nominating committee (only the board chair is on the committee). The nominating committee provides the names of the nominees and the members approve their appointment to the board at the annual meeting.”

Form 990, Page 6, Part VI, Line 11B

“All board members, including the officers and finance committee members, are given copies of the form 990 to read and approve prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Staff and board members must disclose conflicts of interest annually. Board members are asked for any abstentions whenever a vote on a grant or business transaction is taken. Scholarships are not awarded to staff, board, or related individuals.”

Form 990, Page 6, Part VI, Line 15A

“Board approval for salaries using national surveys including grantmakers salary and benefits report compiled by council on foundations.”

Form 990, Page 6, Part VI, Line 15B

“Board approval for salaries using national surveys including council on foundations.”

Form 990, Page 6, Part VI, Line 19

“Form 990 is published on guidestar and our own website. Financial statements are also on our website. All public financial statements, governing documents, and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Outer Banks Community Foundation
EIN
58-1516313
Phone
2522618839
Address
13 SKYLINE ROAD, SOUTHERN SHORES, NC 27949

Signing Officer

Name
Pat Regan
Title
Treasurer
Phone
2522618839
Signed
2022-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Sawin
Formed
1982
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
86

Preparer

Firm
Barnes Brock Cornwell & Painter Plc
Address
908 EDEN WAY N STE 201, CHESAPEAKE, VA 23320-2640
Preparer
Kimberly C Painter CPA
Phone
7579615017
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Liability for uncertain tax positions under fin 48 footnote: the foundation adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a return, only when it is determined that the income tax position will more- likely-than-not be sustained upon examination by taxing authorities. The foundation has analyzed the tax positions taken in its filings with the internal revenue service. The foundation believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the foundation's financial condition, results of operations or cash flows. Accordingly, the foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at december 31, 2021.”

Schedule D, Page 4, Part XIII

“The foundation's federal return of organization exempt from income tax (form 990) for 2021, 2020, 2019, and 2018 are subject to examination by the irs, generally, for three years after they were filed.”

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IRS990/Desc0THE FOUNDATION IS THE VENTURE CAPITALIST OF THE LOCAL CHARITABLE SECTOR, SUPPORTING THE OUTER BANKS'S MOST EXCITING PROJECTS AND MOST URGENT NEEDS, AND HELPING LOCAL STUDENTS OF ALL AGES ACHIEVE THEIR EDUCATIONAL GOALS. THE FOUNDATION IS THE ONLY FUNDING SOURCE THAT REACHES ALL TYPES OF CHARITIES ACROSS THE OUTER BANKS, SUPPORTING PROGRAMS IN THE ARTS, EDUCATION, PUBLIC SAFETY, HEALTH AND HUMAN SERVICES, DISASTER RELIEF, COVID RESPONSE, HISTORIC PRESERVATION, THE ENVIRONMENT,AND ANIMAL SERVICES. THE FOUNDATION AWARDED MORE THAN 1,139,000 IN GRANTS AND SCHOLARSHIPS IN 2021 TO 69 NONPROFITS AND 51 LOCAL STUDENTS. SOME GRANTS AWARDED IN 2021 WILL BE PAID IN FUTURE YEARS, ON A REIMBURSEMENT BASIS AS PROJECTS PROGRESS. OVER 709,000 IN GRANTS AND OVER 164,000 IN SCHOLARSHIPS WERE PAID IN 2021.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,924,367
Liabilities
$1,850,190
Net assets
$24,074,177
Revenue
$2,038,637
Expenses
$1,318,558
Net income
$720,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$2.85$24.8$2.58$2.48$0.10
2023Detailed filing. Detailed filing data is available for this year.$25.8$2.78$23.0$2.95$2.71$0.23
2022Detailed filing. Detailed filing data is available for this year.$22.5$2.22$20.2$2.16$1.97$0.19
2021Detailed filing. Detailed filing data is available for this year.$25.9$1.85$24.1$2.04$1.32$0.72
2020Detailed filing. Detailed filing data is available for this year.$22.3$1.51$20.8$2.64$2.13$0.51
2019Detailed filing. Detailed filing data is available for this year.$20.6$1.34$19.3$3.22$1.54$1.68
2018Detailed filing. Detailed filing data is available for this year.$16.3$1.03$15.2$1.39$0.89$0.50
2017Summary only. Only limited summary data is available for this year.$17.6$0.88$16.8$2.31$0.94$1.37
2016Summary only. Only limited summary data is available for this year.$14.2$0.55$13.7$1.69$0.80$0.89
2015Summary only. Only limited summary data is available for this year.$12.8$0.51$12.3$1.30$0.82$0.48
2014Summary only. Only limited summary data is available for this year.$13.2$0.53$12.7$1.82$0.66$1.16
2013Summary only. Only limited summary data is available for this year.$12.0$0.48$11.5$1.18$0.54$0.64
2012Summary only. Only limited summary data is available for this year.$10.00$0.40$9.60$0.89$0.71$0.18
2011Summary only. Only limited summary data is available for this year.$8.90$0.32$8.58$0.26$0.67$0.42