Civic Intelligence

The Southern Documentary Fund

990 • Fiscal year 2018 • EIN 75-2993148

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileSOUTHERNDOCUMENTARYFUND.ORG
PO Box 3622Durham, NC 27702

(919) 308-3714

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.05x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Source year 2018

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2018 filings • NTEE A • $500k-$1M nonprofits • Source year 2018

Asset Growth

25th percentile

-5.9%

Faster asset growth than 25% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$839,899

Down $52,243 (-5.9%) from 2017

Net Assets

Down

$826,260

Down $54,629 (-6.2%) from 2017

Liabilities

Up

$13,639

Up $2,386 (+21%) from 2017

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin15th percentile

Revenue

Down

$283,800

Down $911,353 (-76%) from 2017

Expenses

Down

$338,429

Down $775,280 (-70%) from 2017

Net Income

Down

-$54,629

Down $136,073 (-167%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $117,510Liabilities 2010: $92,121Net Assets 2010: $25,3892010Assets 2011: $142,498Liabilities 2011: $1,179Net Assets 2011: $141,3192011Assets 2012: $134,659Liabilities 2012: $1,620Net Assets 2012: $133,0392012Assets 2013: $423,868Liabilities 2013: $1,723Net Assets 2013: $422,1452013Assets 2014: $326,695Liabilities 2014: $6,147Net Assets 2014: $320,5482014Assets 2015: $355,097Liabilities 2015: $2,082Net Assets 2015: $353,0152015Assets 2016: $802,629Liabilities 2016: $3,184Net Assets 2016: $799,4452016Assets 2017: $892,142Liabilities 2017: $11,253Net Assets 2017: $880,8892017Assets 2018: $839,899Liabilities 2018: $13,639Net Assets 2018: $826,2602018Assets 2021: $551,988Liabilities 2021: $108,196Net Assets 2021: $443,7922021Assets 2022: $271,378Liabilities 2022: $86,464Net Assets 2022: $184,9142022Assets 2023: $881,672Liabilities 2023: $105,936Net Assets 2023: $775,7362023Assets 2024: $1,245,596Liabilities 2024: $204,328Net Assets 2024: $1,041,2682024

Highlighted filing

2018

Assets$839,899
Liabilities$13,639
Net Assets$826,260
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $465,661Expenses 2010: $466,525Net Income 2010: -$8642010Revenue 2011: $242,536Expenses 2011: $126,606Net Income 2011: $115,9302011Revenue 2012: $367,231Expenses 2012: $375,511Net Income 2012: -$8,2802012Revenue 2013: $963,672Expenses 2013: $674,566Net Income 2013: $289,1062013Revenue 2014: $625,135Expenses 2014: $732,163Net Income 2014: -$107,0282014Revenue 2015: $1,030,370Expenses 2015: $987,580Net Income 2015: $42,7902015Revenue 2016: $1,390,038Expenses 2016: $993,608Net Income 2016: $396,4302016Revenue 2017: $1,195,153Expenses 2017: $1,113,709Net Income 2017: $81,4442017Revenue 2018: $283,800Expenses 2018: $338,429Net Income 2018: -$54,6292018Revenue 2021: $489,085Expenses 2021: $437,491Net Income 2021: $51,5942021Revenue 2022: $742,475Expenses 2022: $1,001,353Net Income 2022: -$258,8782022Revenue 2023: $1,416,684Expenses 2023: $825,862Net Income 2023: $590,8222023Revenue 2024: $1,485,061Expenses 2024: $1,219,529Net Income 2024: $265,5322024

Highlighted filing

2018

Revenue$283,800
Expenses$338,429
Net Income-$54,629
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$283,800
Mission and Program Overview

Mission

Mission: Founded in 2002, The Southern Documentary Fund is a nonprofit arts organization that cultivates documentaries made in or about the American South. Inspired by our core belief that documentaries have the power to change lives, SDF serves as a leading advocate for powerful Southern storytelling, providing filmmakers with professional support, fiscal sponsorship, and creative community.

Founded in 2002, the southern documentary fund is a nonprofit arts organization that cultivates documentaries made in or about the american south. Inspired by our core belief that documentaries have the power to change lives, sdf services as a leading advocate for

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$343,892$552,830▲ $208,938
Cash and Non-Interest-Bearing Accounts$167,065$171,067▲ $4,002
Savings and Temporary Cash Investments$380,515$113,934▼ $266,581
Land, Buildings, and Equipment, Net$635$2,068▲ $1,433
Accounts Receivable$35--
Total Assets$892,142$839,899▼ $52,243
Liabilities
Accounts Payable and Accrued Expenses$11,253$13,639▲ $2,386
Total Liabilities$11,253$13,639▲ $2,386
Net Assets / Fund Balance
Temporarily Rstr Net Assets$856,335$825,260▼ $31,075
Unrestricted Net Assets$24,554$1,000▼ $23,554
Total Net Assets Fund Balance$880,889$826,260▼ $54,629
Total Liabilities and Net Assets / Fund Balance$892,142$839,899▼ $52,243

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,068$1,756$3,824
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Eric W JohnsonArtist Engagement Chair
Peter GilbertCo-chairperson
Latosha BrownFundraising Co-chairperson
Kirsten MullenGoverning Co-chairperson
Dawn BookerArtist Development Director
Jenny SlatteryInterim Executive Director
Cornelio CamposEngagement
Ellen StolzmanSecretary Marketing & Communi
Irene O JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$283,374
Program Service Revenue
$0
Investment Income
$426
Other Revenue
$0
All Other Contributions
$188,194
Change in Net Assets
$-54,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$214,116
Other Expenses$109,313
Total Fundraising Expense$38,232
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$64,732$45,312$19,420$129,464
Other Salaries and Wages$30,180$21,126$9,054$60,360
Conferences and Meetings$35,019--$35,019
All Other Expenses-$23,832$1,925$25,757
Payroll Taxes$12,146$8,502$3,644$24,292
Grants to Domestic Individuals$15,000--$15,000
Occupancy$7,770$2,220$1,110$11,100
Fees for Services Accounting-$8,649-$8,649
Other Expenses$3,449-$493$3,942
Travel$2,679$766$383$3,828
Advertising-$1,932-$1,932
Insurance$972$278$139$1,389
Office Expenses$860$246$123$1,229
Depreciation Depletion$576--$576
Total Functional Expenses$187,334$112,863$38,232$338,429
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 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

Member election for additional members Part VI line 7A

“The board of directors have the right to nominate and elect or remove board members”

Form 990 governing body review Part VI line 11

“The tax return is provided to the executive director who sends it to the board of directors for review and acceptance the tax return is provided to the executive director who sends it to the board of directors for review and acceptance”

Conflict of interest policy compliance Part VI line 12C

“The bod annually or when a new member is appointed, read and sign the conflict of interest policy.”

CEO executive director top management comp Part VI line 15A

“The bod reviews and approves the executive director compensation, which is evidenced in the minutes to the board meetings.”

Other officer or key employee compensation Part VI line 15B

“The bod reviews and approves the other office or key employee compensation”

Governing documents etc available to public Part VI line 19

“All documents are securely stored for record retention no documents avaiilable to the public”

Filing and Contact Details

Filer

Filer Name
The Southern Documentary Fund
EIN
75-2993148
Address
PO BOX 3622, DURHAM, NC 27702

Signing Officer

Name
Irene O Johnson
Title
Treasurer
Phone
9193083714
Signed
2019-11-15
Discuss with paid preparer
No

Organization Details

Formed
2002
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
12

Preparer

Firm
A-oh Business Services LLC
Address
118 35 Queens Boulevard 400, Forest Hills, NY 11375
Preparer
James E Heyward
Phone
3478295303
Supplemental Narrative

Additional Explanations

Amended return information

“To include complete revenue and expense details for 2018.”

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt095
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01756
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03824
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02068
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO INCLUDE COMPLETE REVENUE AND EXPENSE DETAILS FOR 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS HAVE THE RIGHT TO NOMINATE AND ELECT OR REMOVE BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS PROVIDED TO THE EXECUTIVE DIRECTOR WHO SENDS IT TO THE BOARD OF DIRECTORS FOR REVIEW AND ACCEPTANCE THE TAX RETURN IS PROVIDED TO THE EXECUTIVE DIRECTOR WHO SENDS IT TO THE BOARD OF DIRECTORS FOR REVIEW AND ACCEPTANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOD ANNUALLY OR WHEN A NEW MEMBER IS APPOINTED, READ AND SIGN THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR COMPENSATION, WHICH IS EVIDENCED IN THE MINUTES TO THE BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOD REVIEWS AND APPROVES THE OTHER OFFICE OR KEY EMPLOYEE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS ARE SECURELY STORED FOR RECORD RETENTION NO DOCUMENTS AVAIILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
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IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0825260
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IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt04
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0112863
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187334
IRS990/TotalFunctionalExpensesGrp/TotalAmt0338429
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt0426
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0839899
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IRS990/TravelGrp/ProgramServicesAmt02679
IRS990/TravelGrp/TotalAmt03828
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0SOUTHERNDOCUMENTARYFUND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE O JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09193083714
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SOUTHERN DOCUMENTARY FUND
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ReturnHeader/Filer/EIN0752993148
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3622
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
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ReturnHeader/FilingSecurityInformation/IPDt02020-09-11
ReturnHeader/FilingSecurityInformation/IPTm011:02:09

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$839,899
Liabilities
$13,639
Net assets
$826,260
Revenue
$283,800
Expenses
$338,429
Net income
-$54,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.20$1.04$1.49$1.22$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.11$0.78$1.42$0.83$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.09$0.18$0.74$1.00$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.11$0.44$0.49$0.44$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.28$0.34$0.05
2017Summary only. Only limited summary data is available for this year.$0.89$0.01$0.88$1.20$1.11$0.08
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$1.39$0.99$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.35$1.03$0.99$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.32$0.63$0.73$0.11
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.96$0.67$0.29
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.37$0.38$0.01
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.24$0.13$0.12
2010Summary only. Only limited summary data is available for this year.$0.12$0.09$0.03$0.47$0.47$0.00