Civic Intelligence

Lena Warren Schaefer Trust

990 • Fiscal year 2020 • EIN 04-6009018

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 02, 2022

Organization ProfileN/A
PO Box 20127Charleston, SC 29413-0127

(843) 722-4075

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$3,121,224

No earlier filing loaded for comparison.

Net Assets

$3,121,224

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

$322,609

No earlier filing loaded for comparison.

Expenses

$29,253

No earlier filing loaded for comparison.

Net Income

$293,356

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$3,121,224
Liabilities$0
Net Assets$3,121,224
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$322,609
Expenses$29,253
Net Income$293,356
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 2, 2022
Return Version
2019v5.2
Gross Receipts
$1,932,553
Mission and Program Overview

Mission

Support for the anglican diocese of south carolina

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,912,758$3,121,224▲ $208,466
Investments in Publicly Traded Securities$2,617,431$2,536,031▼ $81,400
Cash and Non-Interest-Bearing Accounts$295,327$585,193▲ $289,866
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,912,758$3,121,224▲ $208,466
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,912,758$3,121,224▲ $208,466
Total Liabilities and Net Assets / Fund Balance$2,912,758$3,121,224▲ $208,466
Compensation and Service Providers
Top Officer Pay44th percentile

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
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$322,609
Other Revenue
$0
Change in Net Assets
$293,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,253
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-$29,253-$29,253
Total Functional Expenses$0$29,253$0$29,253
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 anglican 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 anglican diocese of south carolina 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
2022-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Armstrong
Formed
1948
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Veris LLC
Address
1156 BOWMAN ROAD SUITE 100-A, MOUNT PLEASANT, SC 29464
Preparer
Justin K Kiddy Cpapfs Cfe Cva
Phone
8438814477
Raw XML Appendix318 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 ANGLICAN 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 ANGLICAN DIOCESE OF SOUTH CAROLINA AND THE INVESTMENT ACCOUNT IS HELD BY AN INDEPENDENT INVESTMENT ADVISOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/PreparerPersonGrp/PhoneNum08438814477
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN K KIDDY CPAPFS CFE CVA
ReturnHeader/ReturnTs02022-02-02T20:00:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,121,224
Liabilities
$0
Net assets
$3,121,224
Revenue
$322,609
Expenses
$29,253
Net income
$293,356
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