Civic Intelligence

Lena Warren Schaefer Trust

EIN 04-6009018 • 4947(a)1 • Charleston, SC

Profile

Support for the anglican diocese of south carolina

PO Box 20127Charleston, SC 29413-0127

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Net Margin

87th percentile

73%

Higher net margin than 87% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

9.2%

Faster asset growth than 68% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$3,408,724

Up $287,500 (+9.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$3,408,724

Up $287,500 (+9.2%) from 2020

Operations
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Down

$124,548

Down $198,061 (-61%) from 2020

Expenses

Up

$33,370

Up $4,117 (+14%) from 2020

Net Income

Down

$91,178

Down $202,178 (-69%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,121,224Liabilities 2020: $0Net Assets 2020: $3,121,2242020Assets 2021: $3,408,724Liabilities 2021: $0Net Assets 2021: $3,408,7242021

Highlighted filing

2021

Assets$3,408,724
Liabilities$0
Net Assets$3,408,724
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$300K$200K$100K$0Revenue 2020: $322,609Expenses 2020: $29,253Net Income 2020: $293,3562020Revenue 2021: $124,548Expenses 2021: $33,370Net Income 2021: $91,1782021

Highlighted filing

2021

Revenue$124,548
Expenses$33,370
Net Income$91,178
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,408,724
Liabilities
$0
Net assets
$3,408,724
Revenue
$124,548
Expenses
$33,370
Net income
$91,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.12$0.03$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.32$0.03$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 26, 2022
Return Version
2020v4.2
Gross Receipts
$480,204
Mission and Program Overview

Mission

Support for the anglican diocese of south carolina

Support for the protestant episcopal church in the diocese of south carolina

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,121,224$3,408,724▲ $287,500
Investments in Publicly Traded Securities$2,536,031$3,016,734▲ $480,703
Cash and Non-Interest-Bearing Accounts$585,193$391,990▼ $193,203
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,121,224$3,408,724▲ $287,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,121,224$3,408,724▲ $287,500
Total Liabilities and Net Assets / Fund Balance$3,121,224$3,408,724▲ $287,500
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mark Joseph LawraencePresident
ANDREW O'DELLTrustee
Ann WillisTrustee
Ben HagoodTrustee
Bobby KilgoTrustee
Denise HorryTrustee
Frank GibsonTrustee
Kenny WilsonTrustee
Rags CoxeTrustee
Ted DuvallTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$124,548
Other Revenue
$0
Change in Net Assets
$91,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$33,370-$33,370
Total Functional Expenses$0$33,370$0$33,370
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is reviewed and approved by the treasurer for the diocese of south carolina prior to the return being filed. All trustees that request a copy of the return are provided with one.”

Form 990, Part VI, Section C, Line 19

“The governing documents consisting of the trust agreement and the financial statements and records are held by the protestant episcopal church in the diocese of sc and the investment account is held by an independent investment advisor.”

Filing and Contact Details

Filer

Filer Name
Lena Warren Schaefer Trust
EIN
04-6009018
Phone
8437224075
Address
PO BOX 20127, CHARLESTON, SC 29413-0127

Signing Officer

Name
Nancy Armstrong
Title
Assistant Treasurer
Phone
8437224075
Signed
2022-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Armstrong
Formed
1948
Legal Domicile
Sc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Veris LLC
Address
1156 BOWMAN ROAD SUITE 100-A, MOUNT PLEASANT, SC 29464
Preparer
Justin K Kiddy Cpapfs Cva
Phone
8438814477
Raw XML Appendix335 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED AND APPROVED BY THE TREASURER FOR THE DIOCESE OF SOUTH CAROLINA PRIOR TO THE RETURN BEING FILED. ALL TRUSTEES THAT REQUEST A COPY OF THE RETURN ARE PROVIDED WITH ONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS CONSISTING OF THE TRUST AGREEMENT AND THE FINANCIAL STATEMENTS AND RECORDS ARE HELD BY THE PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF SC AND THE INVESTMENT ACCOUNT IS HELD BY AN INDEPENDENT INVESTMENT ADVISOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LENA WARREN SCHAEFER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LENA
ReturnHeader/Filer/EIN0046009018
ReturnHeader/Filer/PhoneNum08437224075
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 20127
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0294130127
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571112308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERIS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01156 BOWMAN ROAD SUITE 100-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029464
ReturnHeader/PreparerPersonGrp/PhoneNum08438814477
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN K KIDDY CPAPFS CVA
ReturnHeader/ReturnTs02022-07-28T07:04:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARMSTRONG
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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