Civic Intelligence

The Savannah Community Foundation Inc.

990 • Fiscal year 2020 • EIN 58-6033468

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

2225 Norwood Avenue Suite BSavannah, GA 31406

(912) 921-7700

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

3rd percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

36th percentile

0.4%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

21st percentile

-1.2%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$31,502,475

Down $369,771 (-1.2%) from 2019

Net Assets

Down

$31,502,475

Down $353,989 (-1.1%) from 2019

Liabilities

Down

$0

Down $15,782 (-100%) from 2019

Revenue

Down

$4,021,672

Down $694,080 (-15%) from 2019

Expenses

Up

$4,006,293

Up $538,959 (+16%) from 2019

Net Income

Down

$15,379

Down $1,233,039 (-99%) from 2019

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $17,155,192Liabilities 2011: $18,849Net Assets 2011: $17,136,3432011Assets 2012: $16,415,432Liabilities 2012: $24,085Net Assets 2012: $16,391,3472012Assets 2013: $19,056,716Liabilities 2013: $100,862Net Assets 2013: $18,955,8542013Assets 2014: $21,181,943Liabilities 2014: $172,073Net Assets 2014: $21,009,8702014Assets 2015: $22,730,235Liabilities 2015: $173,296Net Assets 2015: $22,556,9392015Assets 2016: $26,885,068Liabilities 2016: $46,795Net Assets 2016: $26,838,2732016Assets 2017: $27,930,842Liabilities 2017: $41,294Net Assets 2017: $27,889,5482017Assets 2018: $30,608,046Liabilities 2018: $0Net Assets 2018: $30,608,0462018Assets 2019: $31,872,246Liabilities 2019: $15,782Net Assets 2019: $31,856,4642019Assets 2020: $31,502,475Liabilities 2020: $0Net Assets 2020: $31,502,4752020Assets 2021: $57,903,433Liabilities 2021: $0Net Assets 2021: $57,903,4332021Assets 2022: $54,173,792Liabilities 2022: $0Net Assets 2022: $54,173,7922022Assets 2023: $56,036,701Liabilities 2023: $0Net Assets 2023: $56,036,7012023Assets 2024: $85,581,064Liabilities 2024: $0Net Assets 2024: $85,581,0642024Assets 2025: $103,559,912Liabilities 2025: $0Net Assets 2025: $103,559,9122025

Highlighted filing

2020

Assets$31,502,475
Liabilities$0
Net Assets$31,502,475

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $5,328,712Expenses 2011: $2,680,301Net Income 2011: $2,648,4112011Revenue 2012: $1,598,996Expenses 2012: $2,343,992Net Income 2012: -$744,9962012Expenses 2013: $3,227,8612013Revenue 2014: $4,742,501Expenses 2014: $2,688,483Net Income 2014: $2,054,0182014Revenue 2015: $4,343,684Expenses 2015: $2,796,615Net Income 2015: $1,547,0692015Revenue 2016: $6,561,680Expenses 2016: $2,280,346Net Income 2016: $4,281,3342016Revenue 2017: $5,607,065Expenses 2017: $4,555,790Net Income 2017: $1,051,2752017Revenue 2018: $6,226,205Expenses 2018: $3,507,707Net Income 2018: $2,718,4982018Revenue 2019: $4,715,752Expenses 2019: $3,467,334Net Income 2019: $1,248,4182019Revenue 2020: $4,021,672Expenses 2020: $4,006,293Net Income 2020: $15,3792020Revenue 2021: $23,423,895Expenses 2021: $4,855,732Net Income 2021: $18,568,1632021Revenue 2022: $9,998,384Expenses 2022: $6,713,700Net Income 2022: $3,284,6842022Revenue 2023: $6,259,694Expenses 2023: $7,467,234Net Income 2023: -$1,207,5402023Revenue 2024: $30,948,468Expenses 2024: $6,086,194Net Income 2024: $24,862,2742024Revenue 2025: $18,717,826Expenses 2025: $6,928,673Net Income 2025: $11,789,1532025

Highlighted filing

2020

Revenue$4,021,672
Expenses$4,006,293
Net Income$15,379
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$23,904,945
Mission and Program Overview

Mission

The savannah community foundation benefits donors, donees, and the community by providing a safe, simple, inexpensive, and tax efficient vehicle for philanthropic capital accumulation, investment and distribution to public charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,109,281$29,059,857▼ $1,049,424
Savings and Temporary Cash Investments$1,610,052$2,285,613▲ $675,561
Cash and Non-Interest-Bearing Accounts$97,913$121,687▲ $23,774
Prepaid Expenses and Deferred Charges$55,000$35,318▼ $19,682
Total Assets$31,872,246$31,502,475▼ $369,771
Liabilities
Other Liabilities$15,782--
Total Liabilities$15,782$0▼ $15,782
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,856,464$31,502,475▼ $353,989
Total Net Assets Fund Balance$31,856,464$31,502,475▼ $353,989
Total Liabilities and Net Assets / Fund Balance$31,872,246$31,502,475▼ $369,771

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$49,147-
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Simpson Law PCMgmt Contract2225 NORWOOD AVENUE SUITE A, Savannah, GA 31406$191,017
Revenue and Support

Revenue Composition

Contributions and Grants
$3,197,891
Program Service Revenue
$0
Investment Income
$823,781
Other Revenue
$0
All Other Contributions
$3,197,891
Change in Net Assets
$15,379

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded24$921,698Fair Market Value
Total Noncash Contributions24$921,698-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,819,812
Revenue Not Reported on Financial Statements
$201,860
Total Revenue per Audited Statements
$3,819,812
Total Revenue per Form 990
$4,021,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,544,363
Other Expenses$461,930
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,544,363--$3,544,363
Fees for Services Management-$191,017-$191,017
Fees for Service Investment Mgmnt Fees-$162,589-$162,589
Fees for Services Legal-$51,535-$51,535
Fees for Services Accounting-$7,700-$7,700
Insurance-$4,211-$4,211
Fees for Services Other-$4,120-$4,120
Other Expenses-$307-$307
Total Functional Expenses$3,544,363$461,930$0$4,006,293

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,006,293
Expenses per Audited Statements$3,804,433
Total Expenses per Audited Statements$3,804,433
Expenses Not Reported on Financial Statements$201,860
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of the Coastal EmpireSavannah, GA-Financial Support$397,425
The Salvation ArmySavannah, GA-Financial Support$328,150
AMERICA'S SECOND HARVEST OFSavannah, GA-Financial Support$306,950
Georgia Historical SocietySavannah, GA-Financial Support$167,000
Telfair MuseumsSavannah, GA-Financial Support$158,396
Hospice Savannah IncSavannah, GA-Financial Support$91,936
Savannah Country Day SchoolSavannah, GA-Financial Support$69,700
Savannah Music Festival IncSavannah, GA-Financial Support$69,000
Senior Citizens IncSavannah, GA-Financial Support$58,270
Vmi FoundationLexington, VA-Financial Support$57,280
Thomas Heyward AcademyRidgeland, SC-Financial Support$47,390
Union Mission IncSavannah, GA-Financial Support$47,350
Congregation Mickve IsraelSavannah, GA-Financial Support$45,135
TRUSTEES' GARDEN CLUBSavannah, GA-Financial Support$41,732
Humane Society of GreaterSavannah, GA-Financial Support$37,445
Park Place Outreach IncSavannah, GA-Financial Support$36,717
Wesley Community CentersSavannah, GA-Financial Support$36,050
Savannah Jewish FederationSavannah, GA-Financial Support$35,500
University System of GeorgiaAthens, GA-Financial Support$35,000
Savannah State UniversitySavannah, GA-Financial Support$34,750
ST JOHN'S EPISCOPAL CHURCHSavannah, GA-Financial Support$32,350
Performance Initiatives IncSavannah, GA-Financial Support$31,450
Isle of Hope United MethodistSavannah, GA-Financial Support$31,250
Compassion Christian ChurchSavannah, GA-Financial Support$31,000
Peachtree Presbyterian ChurchAtlanta, GA-Financial Support$30,000
University of Georgia FoundationAthens, GA-Financial Support$29,500
Historic Savannah FoundationSavannah, GA-Financial Support$28,750
Wormsloe Institute forSavannah, GA-Financial Support$28,000
Fellowship of Christian AthletesSavannah, GA-Financial Support$25,000
First Presbyterian ChurchHighlands, NC-Financial Support$25,000
Hebrew Union College - JewishCincinnati, OH-Financial Support$25,000
One Hundred MilesBrunswick, GA-Financial Support$24,400
Ashbury Memorial United MethodistSavannah, GA-Financial Support$24,100
Savannah Technical CollegeSavannah, GA-Financial Support$23,000
Savannah Technical CollegeSavannah, GA-Financial Support$22,500
Georgia Southern UniversityStatesboro, GA-Financial Support$22,250
Fractured AtlasNew York, NY-Financial Support$22,000
American National Red CrossWashington, DC-Financial Support$20,500
Skidaway Island United MethodistSavannah, GA-Financial Support$20,000
Wilderness Southeast IncSavannah, GA-Financial Support$20,000
University of GeorgiaAthens, GA-Finanical Support$19,661
Savannah Philharmonic CorporationSavannah, GA-Financial Support$18,454
Savannah Voice FestivalSavannah, GA-Financial Support$18,000
Candler FoundationSavannah, GA-Financial Support$17,663
Hospice Savannah Foundation IncSavannah, GA-Financial Support$17,600
St James Catholic ChurchSavannah, GA-Financial Support$17,600
ST PETER'S EPISCOPAL CHURCHSavannah, GA-Financial Support$17,363
Royce Learning CenterSavannah, GA-Financial Support$17,200
Uso Fort StewartFort Stewart, GA-Financial Support$17,000
Bethesda Union Society of SavannahSavannah, GA-Financial Support$15,200
The George WashingtonFredericksburg, VA-Financial Support$15,000
Friends of Cockspur IslandTybee Island, GA-Financial Support$14,984
Georgia Southern UniversityStatesboro, GA-Financial Support$14,850
Chatham-savannah CitizenSavannah, GA-Financial Support$14,750
ST JOSEPH'S FOUNDATION OF SAVANNAHSavannah, GA-Foundation Support$14,500
The Ossabaw Island FoundationSavannah, GA-Financial Support$13,450
Junior Achievement of Georgia-Savannah, GA-Financial Support$13,000
Safe Shelter IncSavannah, GA-Financial Support$12,845
St Thomas Episcopal ChurchSavannah, GA-Financial Support$12,000
Georgia Institute of TechnologyAtlanta, GA-Financial Support$11,375
Gordonston Park PreservationSavannah, GA-Financial Support$11,206
Roots of Reform JudaismCincinnati, OH-Financial Support$11,000
Union for Reform JudaismNew York, NY-Financial Support$10,860
Augusta University FoundationAugusta, GA-Financial Support$10,000
Friends of Bellwood IncLawndale, NC-Financial Support$10,000
Human Rights CampaignWashington, DC-Financial Support$10,000
National Society of Colonial DamesSavannah, GA-Financial Support$10,000
Otis Redding Foundation IncMacon, GA-Financial Support$10,000
Planned ParenthoodChicago, IL-Financial Support$10,000
Sierra Club FoundationOatland, CA-Financial Support$10,000
The International Rescue CommitteeNew York, NY-Financial Support$10,000
Tides FoundationSan Francisco, CA-Financial Support$10,000
Deep Center IncSavannah, GA-Financial Support$9,500
SAVANNAH CHILDREN'S CHOIR INCSavannah, GA-Financial Support$8,750
Cathedral of St John the BaptistSavannah, GA-Financial Support$8,500
Victor B Jenkins Memorial AthleticSavannah, GA-Financial Support$8,500
Benedictine Military SchoolSavannah, GA-Financial Support$7,500
Elevate USAArvada, CO-Financial Support$7,500
Lake Dunmore Fern Lake AssociationSalisbury, VT-Financial Support$7,500
Live Oak Public LibrariesSavannah, GA-Financial Support$7,146
Wesley Monumental United MethodistSavannah, GA-Financial Support$6,900
The Savannah Tree FoundationSavannah, GA-Financial Support$6,675
Coastal Heritage SocietySavannah, GA-Financial Support$6,650
Savannah Book FestivalSavannah, GA-Financial Support$6,650
Savannah College of Art and DesignSavannah, GA-Financial Support$6,500
Savannah State Uni FoundationSavannah, GA-Financial Support$6,500
FLANNERY O'CONNOR HOMESavannah, GA-Financial Support$6,386
Carmelite MonasterySavannah, GA-Financial Support$6,000
Christ Church EpiscopalSavannah, GA-Financial Support$6,000
Feed the Hungry IncGarden City, GA-Financial Support$6,000
Whitefield Foundation & Center IncSavannah, GA-Financial Support$6,000
Coastal Center for DevelopmentalSavannah, GA-Financial Support$5,500
Georgia Research AllianceAtlanta, GA-Financial Support$5,500
Savannah Classical Academy IncSavannah, GA-Financial Support$5,300
Loop It Up Savannah IncSavannah, GA-Financial Support$5,200
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-President-No$191,017
-Ga Market Presi-No$39,271
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI

Some directors have business relationships with other directors in the local community.

Form 990, Page 6, Part VI, Line 2

Simpson law, pc president

Form 990, Page 6, Part VI, Line 3

Investment advice is provided by professional money managers. The organization has a management contract.

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

The board of directors reviews the form 990 prior to filing.

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

The board of directors discusses the conflict of interest policy and disclosures of conflicts at least annually. All board of directors sign a conflicts of interest policy document that is maintained in the organization's records.

Form 990, Page 6, Part VI, Line 19

The board of directors will provide copies of the governing documents policies, and financial statements upon request.

Filing and Contact Details

Filer

Filer Name
The Savannah Community Foundation
EIN
58-6033468
Phone
9129217700
Address
2225 NORWOOD AVENUE SUITE B, SAVANNAH, GA 31406

Signing Officer

Name
K Russell Simpson Esq
Title
President
Phone
9129217700
Signed
2020-11-05

Organization Details

Principal Officer
K Russell Simpson Esq
Formed
1956
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Holland Bromley Barnhill & Brett Llp
Address
530 STEPHENSON AVE STE 200, SAVANNAH, GA 31405
Preparer
S Stewart Bromley
Phone
9122353410
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The savannah community foundation benefits donors, donees, and the community by providing a safe, simple, inexpensive, and tax efficient vehicle for philanthropic capital accumulation, investment and distribution to public charities.

Form 990, Part XII

The organization has not changed any oversight or selection processes during the tax year.

Raw XML AppendixShowing 400 of 1,250 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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IRS990/BooksInCareOfDetail/PhoneNum09129217700
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7IMMEDIATE PA
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2423
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0370672
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IRS990ScheduleI/RecipientTable/CashGrantAmt914750
IRS990ScheduleI/RecipientTable/CashGrantAmt106000
IRS990ScheduleI/RecipientTable/CashGrantAmt115500
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IRS990ScheduleI/RecipientTable/CashGrantAmt2911206
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IRS990ScheduleI/RecipientTable/CashGrantAmt4310000
IRS990ScheduleI/RecipientTable/CashGrantAmt4436717
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$0.00$104$18.7$6.93$11.8
2024Detailed filing. Detailed filing data is available for this year.$85.6$0.00$85.6$30.9$6.09$24.9
2023Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$6.26$7.47$1.21
2022Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$10.00$6.71$3.28
2021Detailed filing. Detailed filing data is available for this year.$57.9$0.00$57.9$23.4$4.86$18.6
2020Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$4.02$4.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$31.9$0.02$31.9$4.72$3.47$1.25
2018Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$6.23$3.51$2.72
2017Detailed filing. Detailed filing data is available for this year.$27.9$0.04$27.9$5.61$4.56$1.05
2016Detailed filing. Detailed filing data is available for this year.$26.9$0.05$26.8$6.56$2.28$4.28
2015Detailed filing. Detailed filing data is available for this year.$22.7$0.17$22.6$4.34$2.80$1.55
2014Detailed filing. Detailed filing data is available for this year.$21.2$0.17$21.0$4.74$2.69$2.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$0.10$19.0$3.23
2012Summary only. Only limited summary data is available for this year.$16.4$0.02$16.4$1.60$2.34$0.74
2011Summary only. Only limited summary data is available for this year.$17.2$0.02$17.1$5.33$2.68$2.65