Pendleton Place INC EIN 57-0624421

Pendleton Place INC FY2023 filing

EIN  57-0624421 Public charity (501(c)(3)) Greenville, SC Founded 1975
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Verified accurate 8/28/26 · see original filing: IRS
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Size
$1–10M
What they do
Protects children and supports families facing crises through prevention and intervention.
Leadership
Anne Marie Maertens · Executive Dir. · $85K
Money in and out
$2.6M revenue, $2.8M expenses
Bottom line
86% program efficiency

Protects children and supports families facing crises through prevention and intervention. For fiscal year 2023 it reported $2.6M in revenue, $2.8M in expenses, and $2.6M in net assets.Pt I

Where the money goes · FY2023
Total revenue
$2.6M
Pt VIII · Ln 12
Total expenses
$2.8M
Pt IX · Ln 25
Net assets
$2.6M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$203K
Where spending went · Part IX cols B–D
Program services $0.86 Management & general $0.10 Fundraising $0.03
Program efficiency
86%
of spending reaches programs
Operating runway
9.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
-8%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$2.6M
FY2023▲ +17%
Expenses
$2.8M
FY2023▲ +9%
Total assets
$3.5M
FY2023▲ +33%
Total liabilities
$956K
FY2023▲ +101%
Total revenue
$2.6M
Pt VIII · Ln 12
Total expenses
$2.8M
Pt IX · Ln 25
Net assets
$2.6M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$203K
Total assetsPt X · Ln 16$3.5M
Program-expense ratioPt IX · col B86%
Voting members of governing bodyPt I · Ln 321
Independent voting membersPt I · Ln 421
Mission & Programs · Part III

Where the work happens

1 program service account for $2.4M of program spending, described in the organization's own filed words · FY2022.
01

Pendleton Place, INC. Operates Four Programs

1) smith house, a residential home for teen girls in forster CARE;2) assessment center, a multi-agency evaluation of families led by pendleton place to identify root causes of neglect or abuse and establish recommendations for a plan to improve the well being of CHILDREN;3) the youth resource center for street outreach, drop-in basic…

$2.4Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPendleton Place INC
EINHdr · item D57-0624421
Principal addressHdr · item CGreenville, SC
WebsiteHdr · item Jpendletonplace.org
Year of formationHdr · item L1975
State of legal domicileHdr · item MSC
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P700)
Ruling yearIRS BMFDec 1975

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a21
Independent voting membersPt VI · Ln 1b21
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Dir.
$85,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Michelle Shain’s $53K as Interim Ed is at the 5th percentile of top reported officer pay among 3864 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Jed Dews$87,194$87,194
Anne Marie Maertens$65,386$85,000
Anne Marie Maertens$81,423
Michelle Shain$52,935

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$2.1M · 82%
Program service revenue$455K · 17%
Investment income$40K · 2%
Contributions & grants82%$2.1M
Program service revenue17%$455K
Investment income2%$40K
— government grantsLn 1e$1.1M
Total revenueLn 12$2.6M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.86 Management & general $0.10 Fundraising $0.03
Program services86%$2.4M
Management & general10%$291K
Fundraising3%$92K
Total functional expensesLn 25$2.8M

Balance Sheet

Part X · end of year
CashLn 1$562K
Total assetsLn 16$3.5M
Total liabilitiesLn 26$956K
Total net assetsLn 32$2.6M
Months of cash on handcomputed2.4

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.1M · Operating expenses/yr $2.8M
9.0 months
Where the money goes
Program services
Program services $2.4M · Total expenses $2.8M
86%
Management & General
Management & general $291K · Total expenses $2.8M
10%
Fundraising
Fundraising $92K · Total expenses $2.8M
3%
Cost to raise $1
Fundraising expense (3-yr avg) $103K · Solicited contributions (3-yr avg) $1.5M
$0.07 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $2.1M · Total revenue $2.6M
82%
Government reliance
Government grants $1.1M · Total revenue $2.6M
41%
Earned-income share
Program service revenue $455K · Total revenue $2.6M
17%
Investment reliance
Investment income $40K · Total revenue $2.6M
+2%
Program self-sufficiency
Program service revenue $455K · Total expenses $2.8M
16%
Growth & trend
Revenue growth (YoY)
This year $2.6M · Prior year $2.2M
+17%
Net-asset trend (YoY)
End of year $2.6M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $2.6M · Expenses $2.8M
-8%
Liabilities-to-Assets
Total liabilities — · Total assets $3.5M
Net-asset ratio
Net assets $2.6M · Total assets $3.5M
73%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $1.6M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $3.5M
44%
People & payroll
Highest Reported Total Compensation
Individual Anne Marie Maertens · Reported title Executive Dir. · Highest reported compensation $85K · Total expenses $2.8M
3%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $2.0M · Total expenses $2.8M
71%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 86%
Overhead ratio 10%
Fundraising cost ratio 4%
Revenue growth 17%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 7 funders →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$3.2M revenue · ⤓ 990 PDF
FY2023$2.6M revenue · viewing · ⤓ 990 PDF
FY2022$2.2M revenue · ⤓ 990 PDF
FY2021$2.6M revenue · ⤓ 990 PDF
FY2020$1.8M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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