Civic Intelligence

Cayce-West Columbia Rotary Education Foundation

990EZ • Fiscal year 2015 • EIN 01-0752197

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 06, 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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-63%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$103,064

Down $5,537 (-5.1%) from 2014

Net Assets

Down

$103,064

Down $5,537 (-5.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Down

$9,285

Down $15,605 (-63%) from 2014

Expenses

Up

$7,624

Up $1,453 (+24%) from 2014

Net Income

Down

$1,661

Down $17,058 (-91%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2015

Assets$103,064
Liabilities$0
Net Assets$103,064
Open 2015 Filing

Operations Trend

Revenue Growth6th 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

2015

Revenue$9,285
Expenses$7,624
Net Income$1,661
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 6, 2016
Return Version
2014v6.0
Gross Receipts
$19,209
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.$6,000$6,634
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--
-Treasurer-$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
Donald H Burkett
Title
Treasurer
Phone
8037961482
Signed
2016-02-06
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 8

“KKR&CO LLP 594 TOTAL 594”

Form 990-ez, Part I, Line 10

“6,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses shirts 634 professional fees 990 total 1,624”

Form 990-ez, Part I, Line 20

“Unrealized loss on investment -6,828 book/tax difference -370”

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 Appendix154 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/AddressLine1Txt0KARLANEY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAYCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108601
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103064
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02575
IRS990EZ/CostOrOtherBasisExpenseSaleAmt09924
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01661
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-391
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt019209
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06507
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0108601
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103064
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103064
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0DONALD H BURKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt0DONALD H BURNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7198
IRS990EZ/OtherExpensesTotalAmt01624
IRS990EZ/OtherRevenueTotalAmt0594
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/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06634
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt09533
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07624
IRS990EZ/TotalProgramServiceExpensesAmt06634
IRS990EZ/TotalRevenueAmt09285
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025703
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02195
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021808
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54100
IRS990ScheduleA/PublicSupportPY170Pct00.58510
IRS990ScheduleA/PublicSupportTotal170Amt025703
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02531
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025703
IRS990ScheduleA/TotalSupportAmt047511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KKR&CO LLP 594 TOTAL 594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES SHIRTS 634 PROFESSIONAL FEES 990 TOTAL 1,624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSS ON INVESTMENT -6,828 BOOK/TAX DIFFERENCE -370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD H BURKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037961482
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-06
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/PreparationDt02016-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD H BURKETT CPA
ReturnHeader/ReturnTs02016-02-15T16:51:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,064
Liabilities
$0
Net assets
$103,064
Revenue
$9,285
Expenses
$7,624
Net income
$1,661
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