Civic Intelligence

Cayce-West Columbia Rotary Education Foundation

990EZ • Fiscal year 2016 • EIN 01-0752197

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 12, 2016

Organization ProfileNA
813 Karlaney AveCayce, SC 29033

(803) 796-1482

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-7.3%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-6.9%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$95,541

Down $7,523 (-7.3%) from 2015

Net Assets

Down

$95,541

Down $7,523 (-7.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin12th percentile

Revenue

Down

$8,640

Down $645 (-6.9%) from 2015

Expenses

Up

$11,150

Up $3,526 (+46%) from 2015

Net Income

Down

-$2,510

Down $4,171 (-251%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$150K$100K$50K$0Assets 2010: $77,598Liabilities 2010: $02010Assets 2011: $84,390Liabilities 2011: $02011Assets 2012: $81,005Liabilities 2012: $02012Assets 2013: $81,374Liabilities 2013: $0Net Assets 2013: $81,3742013Assets 2014: $108,601Liabilities 2014: $0Net Assets 2014: $108,6012014Assets 2015: $103,064Liabilities 2015: $0Net Assets 2015: $103,0642015Assets 2016: $95,541Liabilities 2016: $0Net Assets 2016: $95,5412016Assets 2017: $104,152Liabilities 2017: $0Net Assets 2017: $104,1522017Assets 2018: $102,962Liabilities 2018: $0Net Assets 2018: $102,9622018Assets 2019: $103,895Liabilities 2019: $0Net Assets 2019: $103,8952019

Highlighted filing

2016

Assets$95,541
Liabilities$0
Net Assets$95,541
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $2,376Expenses 2010: $5,050Net Income 2010: -$2,6742010Revenue 2011: $1,029Expenses 2011: $4,500Net Income 2011: -$3,4712011Revenue 2012: $6,246Expenses 2012: $6,000Net Income 2012: $2462012Revenue 2013: $3,290Expenses 2013: $6,035Net Income 2013: -$2,7452013Revenue 2014: $24,890Expenses 2014: $6,171Net Income 2014: $18,7192014Revenue 2015: $9,285Expenses 2015: $7,624Net Income 2015: $1,6612015Revenue 2016: $8,640Expenses 2016: $11,150Net Income 2016: -$2,5102016Revenue 2017: $6,801Expenses 2017: $3,700Net Income 2017: $3,1012017Revenue 2018: $8,764Expenses 2018: $6,792Net Income 2018: $1,9722018Revenue 2019: $6,191Expenses 2019: $5,569Net Income 2019: $6222019

Highlighted filing

2016

Revenue$8,640
Expenses$11,150
Net Income-$2,510
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 12, 2016
Return Version
2015v2.1
Gross Receipts
$29,558
Mission and Program Overview

Mission

The organization's primary purpose is to raise funds to provide college scholarships to deserving area high school seniors

Program Services

DescriptionGrantsExpenses
TO AWARD COLLEGE SCHOLARSHIPS TO DESERVING HIGH SCHOOL SENIORS.$10,500$10,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERB DAVISBoard Member-$0--
K ALLEN CAMPBELLBoard Member-$0--
CHAPPELLE BROOMEBoard Member-$0--
ELIZABETH GRESSETTEChair-$0--
-Board Member-$0--
NEIL STALKERBoard Member-$0--
JIM TEETERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Cayce-west Columbia
EIN
01-0752197
Phone
8037961482
Address
813 KARLANEY AVE, CAYCE, SC 29033

Signing Officer

Name
Elizabeth Gressette
Title
Chair
Phone
8037961482
Signed
2016-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Burkett Burkett & Burkett Cpas Pa
Address
PO BOX 2044, WEST COLUMBIA, SC 29171
Preparer
Donald H Burkett CPA
Phone
8037943712
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“10,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses professional fees 600 secretary of state 50 total 650”

Form 990-ez, Part I, Line 20

“Unrealized loss on investment -5,015”

Form 990-ez, Part III

“The organization's primary purpose is to raise funds to provide college scholarships to deserving area high school seniors”

Raw XML Appendix151 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH GRESSETTE
IRS990EZ/BooksInCareOfDetail/PhoneNum08037961482
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0813 KARLANEY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAYCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103066
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0300
IRS990EZ/CostOrOtherBasisExpenseSaleAmt020918
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2510
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt01860
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010500
IRS990EZ/GrossReceiptsAmt029558
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06480
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103066
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095541
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0KEITH FINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt0KEITH FINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HERB DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1K ALLEN CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHAPPELLE BROOME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH GRESSETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NEIL STALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIM TEETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5015
IRS990EZ/OtherExpensesTotalAmt0650
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE FUNDS TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING AREA HIGH SCHOOL SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AWARD COLLEGE SCHOLARSHIPS TO DESERVING HIGH SCHOOL SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt022778
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011150
IRS990EZ/TotalProgramServiceExpensesAmt010500
IRS990EZ/TotalRevenueAmt08640
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06480
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03272
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026093
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47360
IRS990ScheduleA/PublicSupportPY170Pct00.54100
IRS990ScheduleA/PublicSupportTotal170Amt023472
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02801
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023472
IRS990ScheduleA/TotalSupportAmt049565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt010,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PROFESSIONAL FEES 600 SECRETARY OF STATE 50 TOTAL 650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS ON INVESTMENT -5,015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE FUNDS TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING AREA HIGH SCHOOL SENIORS
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH GRESSETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08037961482
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAYCE-WEST COLUMBIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0CAYC
ReturnHeader/Filer/EIN0010752197
ReturnHeader/Filer/PhoneNum08037961482
ReturnHeader/Filer/USAddress/AddressLine1Txt0813 KARLANEY AVE
ReturnHeader/Filer/USAddress/CityNm0CAYCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029033
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570692602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKETT BURKETT & BURKETT CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2044
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029171
ReturnHeader/PreparerPersonGrp/PhoneNum08037943712
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD H BURKETT CPA
ReturnHeader/ReturnTs02016-12-20T15:27:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,541
Liabilities
$0
Net assets
$95,541
Revenue
$8,640
Expenses
$11,150
Net income
-$2,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09$0.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.25$0.06$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.03$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.01$0.05$0.03
2010Summary only. Only limited summary data is available for this year.$0.78$0.00$0.02$0.05$0.03