Santa Elena Foundation
- Assets
- $484.0k
- Revenue
- $229.2k
- Investments
- $0.0
- Employees
- 2
- Location
- Beaufort, SC
- Founding
- 08/2014
- Data as of
- 12/2019
- EIN
- 46-4222074
Organization Overview
Santa Elena Foundation is located in Beaufort, SC. The organization was established in 2014. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2019, Santa Elena Foundation employed 2 individuals. Santa Elena Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2019, Santa Elena Foundation generated $229.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (11.6%) each year. All expenses for the organization totaled $404.7k during the year ending 12/2019. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
THE STRATEGIC VISION FOR SANTA ELENA PROJECT FOUNDATION IS TO EXPAND THE KNOWLEDGE OF SANTA ELENA AND OTHER 16TH CENTURY EUROPEAN SETTLMENTS IN THE AREA OF THE PORT ROYAL SOUND. THE VISION OF THE SANTA ELENA FOUNDATION WILL BE ACHIEVED VIA CONTINUAL ARCHEOLOGICAL RESEARCH AND THROUGH PROGRAMS AT A CULTURAL INTERPRETIVE CENTER. AN INTERIM CENTER OPENED IN 2016 TO COMMEMORATE THE 450TH ANNIVERSARY IN 2016 OF EUROPEAN COLONIZATION NEAR THE NATURAL HARBORS OF THE PORT ROYAL SOUND. A PERMANENT CULTURAL INTERPRETIVE CENTER OPENED IN 2017. THE ARCHEOLOGICAL SITE AND CULTURAL INTERPRETIVE CENTER WILL BE INTERNATIONALLY RECOGNIZED WITH BROAD HISTORICAL AND CULTURAL APPEAL. THE ACTIVITIES OF THE SANTA ELANA FOUNDATION WILL MAKE A SUSTAINED, POSITIVE CONTRIBUTION TO THE LOCAL ECONOMY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE STRATEGIC VISION FOR THE SANTA ELENA FOUNDATION IS TO EXPAND THE KNOWLEDGE OF SANTA ELENA AND OTHER 16TH CENTURY EUROPEAN SETTLEMENTS IN THE AREA OF THE PORT ROYAL SOUND. THE VISION OF THE SANTA ELENA FOUNDATION WILL BE ACHIEVED VIA CONTINUAL ARCHEOLOGICAL RESEARCH AND THROUGH PROGRAMS AT A CULTURAL INTERPRETIVE CENTER. A PERMANENT CULTURAL INTERPRETIVE CENTER COMMEMORATES THE EUROPEAN COLONIZATION NEAR THE NATURAL HARBORS OF THE PORT ROYAL SOUND. THE ARCHEOLOGICAL SITE AND CULTURAL INTERPRETIVE CENTER WILL BE INTERNATIONALLY RECOGNIZED WITH BROAD HISTORICAL AND CULTURAL APPEAL. THE ACTIVITIES OF THE SANTA ELENA FOUNDATION WILL MAKE A SUSTAINED POSITIVE CONTRIBUTION TO THE LOCAL ECONOMY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Megan T Morris Executive Dir. | OfficerTrustee | 40 | $74,250 |
William S Davies Jr Director | Trustee | 4 | $0 |
John Trask III Director | Trustee | 4 | $0 |
Martha Moriarty Director | Trustee | 4 | $0 |
Christopher Allen Vice Chairman | Trustee | 4 | $0 |
Andrew J Beall Chairman | Trustee | 40 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $79,963 |
| All other contributions, gifts, grants, and similar amounts not included above | $85,776 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $165,739 |
| Total Program Service Revenue | $50,045 |
| Investment income | $2 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $7,970 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $5,395 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $229,151 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $72,600 |
| Compensation of current officers, directors, key employees. | $36,300 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $8,182 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $6,180 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $7,145 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,969 |
| Advertising and promotion | $8,880 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $206,456 |
| Travel | $2,794 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $18,719 |
| Insurance | $9,275 |
| All other expenses | $5,141 |
| Total functional expenses | $404,739 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $107,026 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $13,052 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $5,516 |
| Prepaid expenses and deferred charges | $87,124 |
| Net Land, buildings, and equipment | $271,265 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $483,983 |
| Accounts payable and accrued expenses | $5,718 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $6,236 |
| Total liabilities | $11,954 |
| Net assets without donor restrictions | $289,125 |
| Net assets with donor restrictions | $182,904 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $483,983 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Santa Elena Foundation has recieved totaling $2,505.
| Awarding Organization | Amount |
|---|---|
H L Thompson Jr Family Foundation Brooklyn, OH PURPOSE: FUNDS TO BE USED FOR ORG'S | $2,500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $5 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Atlanta Historical Society Inc Atlanta, GA | $186,882,791 | $33,828,707 |
Bell Tower Green Inc Salisbury, NC | $2,054,412 | $2,539,569 |
Fox Theatre Inc Atlanta, GA | $106,794,461 | $20,353,110 |
The Lodges At Banning Mills Retreat And Conservation Center Inc Whitesburg, GA | $8,373,902 | $8,117,551 |
Atlanta Beltline Partnership Inc Atlanta, GA | $54,208,865 | $38,882,931 |
Historic Charleston Foundation Charleston, SC | $32,935,368 | $6,777,038 |
B J Palmer Historic Home Foundation Inc Marietta, GA | $0 | $2,223,386 |
Georgia Trust For Historic Preservation Inc Atlanta, GA | $16,904,162 | $2,663,570 |
Tamassee Dar School Tamassee, SC | $22,350,266 | $2,379,906 |
Educopia Institute Inc Atlanta, GA | $2,468,472 | $2,053,368 |
Onslow Vietnam Veterans Memorial Foundation Inc Jacksonville, NC | $30,421 | $1,665 |
Historic Oakland Foundation Inc Atlanta, GA | $10,625,800 | $4,650,035 |