Civic Intelligence

Historic Toxaway Foundation

EIN 82-2485715 • 501(c)3 • Lake Toxaway, NC

Pub. 78 EligibleNTEE T99

Profile

The organization was created for charitable and educational puposes, to promote the rich history of the greater lake toxaway community, to educate the public about the community's heritage, and to proide vision and guidance in revitalizing and beautifying public access areas in the lake toxaway community.

PO Box 264Lake Toxaway, NC 28747-0264

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

53rd percentile

3.0%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

31st percentile

-19%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

47th percentile

-3.7%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$77,686

Down $5,437 (-6.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$77,686

Down $5,437 (-6.5%) from 2024

Revenue

Down

$105,971

Down $13,084 (-11%) from 2024

Expenses

Down

$102,770

Down $47,043 (-31%) from 2024

Net Income

Up

$3,201

Up $33,959 (+110%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2017: $44,988Liabilities 2017: $02017Assets 2018: $91,006Net Assets 2018: $91,0062018Assets 2019: $118,134Net Assets 2019: $118,1342019Assets 2020: $104,492Net Assets 2020: $104,4922020Assets 2021: $102,952Net Assets 2021: $102,9522021Assets 2022: $109,640Net Assets 2022: $109,6402022Assets 2023: $117,936Net Assets 2023: $117,9362023Assets 2024: $83,123Net Assets 2024: $83,1232024Assets 2025: $77,686Net Assets 2025: $77,6862025

Highlighted filing

2025

Assets$77,686
Liabilities-
Net Assets$77,686

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $48,833Expenses 2017: $26,478Net Income 2017: $22,3552017Revenue 2018: $95,200Expenses 2018: $49,182Net Income 2018: $46,0182018Revenue 2019: $99,081Expenses 2019: $71,027Net Income 2019: $28,0542019Revenue 2020: $101,032Expenses 2020: $114,013Net Income 2020: -$12,9812020Revenue 2021: $73,334Expenses 2021: $74,335Net Income 2021: -$1,0012021Revenue 2022: $91,648Expenses 2022: $84,576Net Income 2022: $7,0722022Revenue 2023: $114,279Expenses 2023: $105,650Net Income 2023: $8,6292023Revenue 2024: $119,055Expenses 2024: $149,813Net Income 2024: -$30,7582024Revenue 2025: $105,971Expenses 2025: $102,770Net Income 2025: $3,2012025

Highlighted filing

2025

Revenue$105,971
Expenses$102,770
Net Income$3,201

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 5, 2026
Return Version
2025v4.0
Gross Receipts
$105,971
Mission and Program Overview

Mission

The organization was created for charitable and educational puposes, to promote the rich history of the greater lake toxaway community, to educate the public about the community's heritage, and to proide vision and guidance in revitalizing and beautifying public access areas in the lake toxaway community.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CARRIED OUT ACTIVITIES TO SUPPORT ITS PRIMARY EXEMPT PURPOSES OF EDUCATING THE PUBLIC ABOUT THE COMMUNITY'S HERITAGE, AND PROVIDING VISION AND GUIDANCE IN REVITALIZING AND BEAUTIFYING PUBLIC ACCESS AREAS IN THE LAKE TOXAWAY COMMUNITY.$15,000$94,661
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERIC B HAWLEYTreasurerPT$0--
JOHN NICHOLS IIIBoard Member-$0--
JIM DITZELChairmanPT$0--
NORY LEBRUNBoard Member-$0--
PAT ROBERTSSecretaryPT$0--
JULIE HEINITSHBoard Member-$0--
DANIEL MCNEELYBoard Member-$0--
RICH CAUTHENBoard Membe-$0--
FRANK STARKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Historic Toxaway Foundation
EIN
82-2485715
Phone
7138058301
Address
PO BOX 264, LAKE TOXAWAY, NC 28747-0264

Signing Officer

Name
Frederic B Hawley
Title
Treasurer
Phone
7138058301
Signed
2026-02-05

Preparer

Firm
Trish Cheek CPA Pllc
Address
4 MARKET ST 4101, BREVARD, NC 28712
Preparer
Trish Cheek CPA
Phone
8288623960
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: southern highlands reserve inc cash contribution: 15,000

Form 990-ez, Part I, Line 16

Expenses marketing 8,840 advertising 7,893 marketing supplies 1,150 office supplies 1,664 it services 34,380 it support 10,110 annual report & donor 6,445 baut 2,092 capital campaign 6,000 chamber of commerce 2,387 community outreach 617 fund raising costs 1,168 sinage rentals 2,400 total 85,146

Form 990-ez, Part I, Line 20

Outstanding deposits -8,345 book / tax depreciation difference -293

Form 990-ez, Part II, Line 24

Signage 3,592 3,592 less accumulated depreciation 3,299 3,592 land planning 18,238 20,249 total 18,531 20,249

Form 990-ez, Part III

The organization was created for charitable and educational puposes, to promote the rich history of the greater lake toxaway community, to educate the public about the community's heritage, and to proide vision and guidance in revitalizing and beautifying public access areas in the lake toxaway community.

Form 990-ez, Part III, Line 28

The organization carried out activities to support its primary exempt purposes of educating the public about the community's heritage, and providing vision and guidance in revitalizing and beautifying public access areas in the lake toxaway community.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: SOUTHERN HIGHLANDS RESERVE INC CASH CONTRIBUTION: 15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 8,840 ADVERTISING 7,893 MARKETING SUPPLIES 1,150 OFFICE SUPPLIES 1,664 IT SERVICES 34,380 IT SUPPORT 10,110 ANNUAL REPORT & DONOR 6,445 BAUT 2,092 CAPITAL CAMPAIGN 6,000 CHAMBER OF COMMERCE 2,387 COMMUNITY OUTREACH 617 FUND RAISING COSTS 1,168 SINAGE RENTALS 2,400 TOTAL 85,146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSTANDING DEPOSITS -8,345 BOOK / TAX DEPRECIATION DIFFERENCE -293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SIGNAGE 3,592 3,592 LESS ACCUMULATED DEPRECIATION 3,299 3,592 LAND PLANNING 18,238 20,249 TOTAL 18,531 20,249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WAS CREATED FOR CHARITABLE AND EDUCATIONAL PUPOSES, TO PROMOTE THE RICH HISTORY OF THE GREATER LAKE TOXAWAY COMMUNITY, TO EDUCATE THE PUBLIC ABOUT THE COMMUNITY'S HERITAGE, AND TO PROIDE VISION AND GUIDANCE IN REVITALIZING AND BEAUTIFYING PUBLIC ACCESS AREAS IN THE LAKE TOXAWAY COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION CARRIED OUT ACTIVITIES TO SUPPORT ITS PRIMARY EXEMPT PURPOSES OF EDUCATING THE PUBLIC ABOUT THE COMMUNITY'S HERITAGE, AND PROVIDING VISION AND GUIDANCE IN REVITALIZING AND BEAUTIFYING PUBLIC ACCESS AREAS IN THE LAKE TOXAWAY COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02025-01-01
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ReturnHeader/TaxYr02025

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