Civic Intelligence

Elizabeth C Bonner Charitable Trust

990 • Fiscal year 2018 • EIN 80-6009903

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 16, 2019

Organization ProfileN/A
800 C Wappoo RoadCharleston, SC 29407

(843) 225-1599

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$135,698

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

11th percentile

-9.4%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

37%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$8,380,447

Down $868,395 (-9.4%) from 2017

Net Assets

Down

$8,380,447

Down $868,395 (-9.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin86th percentile

Revenue

Up

$627,506

Up $168,462 (+37%) from 2017

Expenses

Up

$407,571

Up $38,586 (+10%) from 2017

Net Income

Up

$219,935

Up $129,876 (+144%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$10M$5.0M$0Assets 2011: $6,609,431Liabilities 2011: $0Net Assets 2011: $6,609,4312011Assets 2012: $7,104,423Liabilities 2012: $0Net Assets 2012: $7,104,4232012Assets 2013: $8,136,756Liabilities 2013: $0Net Assets 2013: $8,136,7562013Assets 2014: $8,388,043Liabilities 2014: $0Net Assets 2014: $8,388,0432014Assets 2015: $7,965,539Liabilities 2015: $0Net Assets 2015: $7,965,5392015Assets 2016: $8,257,336Liabilities 2016: $0Net Assets 2016: $8,257,3362016Assets 2017: $9,248,842Liabilities 2017: $0Net Assets 2017: $9,248,8422017Assets 2018: $8,380,447Liabilities 2018: $0Net Assets 2018: $8,380,4472018Assets 2019: $324,666Liabilities 2019: $0Net Assets 2019: $324,6662019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$8,380,447
Liabilities$0
Net Assets$8,380,447
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $255,899Expenses 2011: $240,010Net Income 2011: $15,8892011Revenue 2012: $352,076Expenses 2012: $319,234Net Income 2012: $32,8422012Revenue 2013: $366,721Expenses 2013: $314,917Net Income 2013: $51,8042013Revenue 2014: $453,417Expenses 2014: $351,563Net Income 2014: $101,8542014Revenue 2015: $501,419Expenses 2015: $436,834Net Income 2015: $64,5852015Revenue 2016: $405,750Expenses 2016: $413,772Net Income 2016: -$8,0222016Revenue 2017: $459,044Expenses 2017: $368,985Net Income 2017: $90,0592017Revenue 2018: $627,506Expenses 2018: $407,571Net Income 2018: $219,9352018Revenue 2019: $3,097,522Expenses 2019: $9,954,402Net Income 2019: -$6,856,8802019Revenue 2020: -$11,179Expenses 2020: $327,959Net Income 2020: -$339,1382020

Highlighted filing

2018

Revenue$627,506
Expenses$407,571
Net Income$219,935
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 16, 2019
Return Version
2018v3.1
Gross Receipts
$2,933,257
Mission and Program Overview

Mission

To fund the nelson gallery foundation - the campbell-calvin fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$9,248,842$8,380,447▼ $868,395
Rtn Earn Endowment Incm Other Fnds$9,248,842$8,380,447▼ $868,395
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,248,842$8,380,447▼ $868,395
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,248,842$8,380,447▼ $868,395
Total Liabilities and Net Assets / Fund Balance$9,248,842$8,380,447▼ $868,395

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,148,221--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
W Thomas Rutledge JrTrusteePT$135,698$135,698
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$622,128
Other Revenue
$5,378
Change in Net Assets
$219,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,000
Salaries, Compensation, and Employee Benefits$135,698
Other Expenses$111,873
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,000--$160,000
Current Officers, Directors, Trustees, and Key Employees$67,849$67,849-$135,698
Fees for Services Accounting-$5,850-$5,850
Interest-$2,644-$2,644
Other Expenses-$2,630-$2,630
Fees for Services Legal-$2,389-$2,389
Total Functional Expenses$227,849$179,722$0$407,571
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nelson Gallery FoundationKansas City, MO-The Funds Provided Are Used to Conduct Art Exhibitions. This Funding Enables the Foundation to Carry Out Its Exempt Purposes.$160,000
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
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
No
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 8A

“This organization is a support organization. There is no formal governing body. No meetings are held. The foundation is managed by the trustee/manager. Any major actions would be properly documented by the trustee/manager.”

Form 990, Part VI, Section A, Line 8B

“This organization is a support organization. There is no formal governing body. No meetings are held. The foundation is managed by the trustee/manager. Any major actions would be properly documented by the trustee/manager.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the trustee/manager prior to filing. If the trustee/manager determines the form 990 is acceptable the return is signed and mailed.”

Form 990, Part VI, Section C, Line 18

“The form 990 and form 1023 is available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, policies, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Elizabeth Bonner Charitable Trust
EIN
80-6009903
Phone
8432251599
Address
800 C WAPPOO ROAD, CHARLESTON, SC 29407

Signing Officer

Name
W Thomas Rutledge Jr
Title
Trustee
Phone
8432251599
Signed
2019-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Thomas Rutledge Jr
Formed
2004
Legal Domicile
Sc
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Hood & Selander Cpas LLC
Address
856 LOWCOUNTY BLVD SUITE 100, MOUNT PLEASANT, SC 29464
Preparer
R Scott Hood CPA
Phone
8438841099
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjust equity for unrealized gain/loss on fmv of assets -1,088,330.”

Raw XML AppendixShowing 400 of 417 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE TRUSTEE/MANAGER PRIOR TO FILING. IF THE TRUSTEE/MANAGER DETERMINES THE FORM 990 IS ACCEPTABLE THE RETURN IS SIGNED AND MAILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 AND FORM 1023 IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,380,447
Liabilities
$0
Net assets
$8,380,447
Revenue
$627,506
Expenses
$407,571
Net income
$219,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.33$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$3.10$9.95$6.86
2018Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.63$0.41$0.22
2017Summary only. Only limited summary data is available for this year.$9.25$0.00$9.25$0.46$0.37$0.09
2016Summary only. Only limited summary data is available for this year.$8.26$0.00$8.26$0.41$0.41$0.01
2015Summary only. Only limited summary data is available for this year.$7.97$0.00$7.97$0.50$0.44$0.06
2014Summary only. Only limited summary data is available for this year.$8.39$0.00$8.39$0.45$0.35$0.10
2013Summary only. Only limited summary data is available for this year.$8.14$0.00$8.14$0.37$0.31$0.05
2012Summary only. Only limited summary data is available for this year.$7.10$0.00$7.10$0.35$0.32$0.03
2011Summary only. Only limited summary data is available for this year.$6.61$0.00$6.61$0.26$0.24$0.02