Civic Intelligence

Sunbelt Rentals Employee Relief Fund

990EZ • Fiscal year 2018 • EIN 20-1518176

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 04, 2019

2341 Deerfield DriveFort Mill, SC 29715

(805) 578-5114

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-63%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$325,729

Up $73,753 (+29%) from 2017

Net Assets

Up

$325,729

Up $73,753 (+29%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$127,037

Down $215,781 (-63%) from 2017

Expenses

Down

$53,284

Down $124,626 (-70%) from 2017

Net Income

Down

$73,753

Down $91,155 (-55%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2008: $96,512Liabilities 2008: $02008Assets 2009: $85,245Liabilities 2009: $02009Assets 2010: $75,412Liabilities 2010: $02010Assets 2011: $77,533Liabilities 2011: $02011Assets 2012: $50,186Liabilities 2012: $02012Assets 2013: $74,982Liabilities 2013: $02013Assets 2015: $86,521Liabilities 2015: $02015Assets 2017: $251,976Liabilities 2017: $0Net Assets 2017: $251,9762017Assets 2018: $325,729Liabilities 2018: $0Net Assets 2018: $325,7292018Assets 2019: $301,973Liabilities 2019: $0Net Assets 2019: $301,9732019Assets 2020: $374,489Liabilities 2020: $0Net Assets 2020: $374,4892020Assets 2021: $438,793Liabilities 2021: $0Net Assets 2021: $438,7932021Assets 2022: $275,528Liabilities 2022: $0Net Assets 2022: $275,5282022Assets 2023: $54,880Liabilities 2023: $0Net Assets 2023: $54,8802023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$325,729
Liabilities$0
Net Assets$325,729

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2008: $500Expenses 2008: $25,017Net Income 2008: -$24,5172008Revenue 2009: $29,854Expenses 2009: $41,121Net Income 2009: -$11,2672009Revenue 2010: $20,822Expenses 2010: $30,655Net Income 2010: -$9,8332010Revenue 2011: $25,685Expenses 2011: $23,564Net Income 2011: $2,1212011Revenue 2012: $32,001Expenses 2012: $59,348Net Income 2012: -$27,3472012Revenue 2013: $43,223Expenses 2013: $18,427Net Income 2013: $24,7962013Revenue 2015: $44,314Expenses 2015: $62,804Net Income 2015: -$18,4902015Revenue 2017: $342,818Expenses 2017: $177,910Net Income 2017: $164,9082017Revenue 2018: $127,037Expenses 2018: $53,284Net Income 2018: $73,7532018Revenue 2019: $55,632Expenses 2019: $79,388Net Income 2019: -$23,7562019Revenue 2020: $114,899Expenses 2020: $42,383Net Income 2020: $72,5162020Revenue 2021: $114,924Expenses 2021: $50,620Net Income 2021: $64,3042021Revenue 2022: $178,956Expenses 2022: $342,221Net Income 2022: -$163,2652022Revenue 2023: $69,720Expenses 2023: $290,368Net Income 2023: -$220,6482023Revenue 2024: $0Expenses 2024: $54,880Net Income 2024: -$54,8802024

Highlighted filing

2018

Revenue$127,037
Expenses$53,284
Net Income$73,753
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 4, 2019
Return Version
2018v3.1
Gross Receipts
$127,037
Mission and Program Overview

Mission

To provide assistance to sunbelt rentals employees who have experienced a catastrophic event in their lives and are, therefore, in need of help beyond their existing resources.

Program Services

DescriptionGrantsExpenses
To provide assistance to Sunbelt Rentals employees who have experienced a catastrophic event in their lives and are, therefore, in need of help beyond their existing resources.$53,284$53,284
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE WHITNEYPresident-$0--
FRED LEWISVice President-$0--
JOHN SCHOENBERGERTreasurer-$0--
PAULA STEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sunbelt Employee Relief Fund
EIN
20-1518176
In Care Of
% PAULA STEIN
Phone
8055785114
Address
2341 DEERFIELD DRIVE, FORT MILL, SC 29715

Signing Officer

Name
John Schoenberger
Title
Treasurer
Phone
8055785114
Signed
2019-09-04

Preparer

Firm
Ernst & Young US Llp
Address
100 N TRYON ST SUITE 3800, CHARLOTTE, NC 28202
Preparer
Scott Tidwell
Phone
7043726300
Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAULA STEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum08055785114
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02341 DEERFIELD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0251976
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0325729
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0127037
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt073753
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0251976
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0325729
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt053284
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0127037
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0251976
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0325729
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0251976
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0325729
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHERINE WHITNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRED LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SCHOENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAULA STEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISTANCE TO SUNBELT RENTALS EMPLOYEES WHO HAVE EXPERIENCED A CATASTROPHIC EVENT IN THEIR LIVES AND ARE, THEREFORE, IN NEED OF HELP BEYOND THEIR EXISTING RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide assistance to Sunbelt Rentals employees who have experienced a catastrophic event in their lives and are, therefore, in need of help beyond their existing resources.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053284
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053284
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053284
IRS990EZ/TotalProgramServiceExpensesAmt053284
IRS990EZ/TotalRevenueAmt0127037
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0127037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0343818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0678731
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79900
IRS990ScheduleA/PublicSupportPY170Pct00.76786
IRS990ScheduleA/PublicSupportTotal170Amt0542306
IRS990ScheduleA/SubstantialContributorsTotAmt0136425
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0127037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0343818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt044314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050851
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0678731
IRS990ScheduleA/TotalSupportAmt0678731
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SCHOENBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08055785114
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNBELT EMPLOYEE RELIEF FUND
ReturnHeader/Filer/BusinessNameControlTxt0SUNB
ReturnHeader/Filer/EIN0201518176
ReturnHeader/Filer/InCareOfNm0% PAULA STEIN
ReturnHeader/Filer/PhoneNum08055785114
ReturnHeader/Filer/USAddress/AddressLine1Txt02341 DEERFIELD DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT MILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D5EEB42429821CBACA628CB88EB15E2B93F9A36
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D5EEB42429821CBACA628CB88EB15E2B93F9A36
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId058145420192485000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.184.197.104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 N TRYON ST SUITE 3800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043726300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT TIDWELL
ReturnHeader/ReturnTs02019-09-05T14:49:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.55$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.70$2.90$2.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$1.79$3.42$1.63
2021Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$1.15$0.51$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$1.15$0.42$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.56$0.79$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$1.27$0.53$0.74
2017Summary only. Only limited summary data is available for this year.$2.52$0.00$2.52$3.43$1.78$1.65
2015Summary only. Only limited summary data is available for this year.$0.87$0.00$0.44$0.63$0.18
2013Summary only. Only limited summary data is available for this year.$0.75$0.00$0.43$0.18$0.25
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.32$0.59$0.27
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.26$0.24$0.02
2010Summary only. Only limited summary data is available for this year.$0.75$0.00$0.21$0.31$0.10
2009Summary only. Only limited summary data is available for this year.$0.85$0.00$0.30$0.41$0.11
2008Summary only. Only limited summary data is available for this year.$0.97$0.00$0.01$0.25$0.25