Civic Intelligence

The South Carolina Bar Foundation

EIN 23-7181552 • 501(c)3 • Columbia, SC

Profile

To fund the advancement of justice by improving civil legal services, law- related education, administration of justice, and legal services for community redevelopment and foreclosure prevention.

950 Taylor StreetColumbia, SC 29201

www.scbarfoundation.org

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

13th percentile

$108,333

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

87th percentile

23%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-9.0%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$34,087,132

Up $6,440,826 (+23%) from 2024

Liabilities

Down

$252,654

Down $8,872 (-3.4%) from 2024

Net Assets

Up

$33,834,478

Up $6,449,698 (+24%) from 2024

Operations
Liabilities / Revenue12th percentileNet Margin88th percentile

Revenue

Down

$8,261,267

Down $818,562 (-9.0%) from 2024

Expenses

Up

$4,356,724

Up $1,254,195 (+40%) from 2024

Net Income

Down

$3,904,543

Down $2,072,757 (-35%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$40M$30M$20M$10M$0Assets 2014: $8,758,081Liabilities 2014: $24,870Net Assets 2014: $8,733,2112014Assets 2015: $8,359,352Liabilities 2015: $32,356Net Assets 2015: $8,326,9962015Assets 2016: $13,776,202Liabilities 2016: $5,523Net Assets 2016: $13,770,6792016Assets 2017: $14,487,478Liabilities 2017: $7,221Net Assets 2017: $14,480,2572017Assets 2018: $13,976,750Liabilities 2018: $327,555Net Assets 2018: $13,649,1952018Assets 2019: $13,105,467Liabilities 2019: $293,451Net Assets 2019: $12,812,0162019Assets 2020: $11,412,553Liabilities 2020: $340,732Net Assets 2020: $11,071,8212020Assets 2021: $11,926,226Liabilities 2021: $194,615Net Assets 2021: $11,731,6112021Assets 2022: $13,847,134Liabilities 2022: $240,380Net Assets 2022: $13,606,7542022Assets 2023: $19,584,347Liabilities 2023: $291,269Net Assets 2023: $19,293,0782023Assets 2024: $27,646,306Liabilities 2024: $261,526Net Assets 2024: $27,384,7802024Assets 2025: $34,087,132Liabilities 2025: $252,654Net Assets 2025: $33,834,4782025

Highlighted filing

2025

Assets$34,087,132
Liabilities$252,654
Net Assets$33,834,478
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $1,749,257Expenses 2014: $2,505,354Net Income 2014: -$756,0972014Revenue 2015: $2,383,175Expenses 2015: $2,519,530Net Income 2015: -$136,3552015Revenue 2016: $8,121,840Expenses 2016: $2,261,433Net Income 2016: $5,860,4072016Revenue 2017: $2,451,353Expenses 2017: $2,464,905Net Income 2017: -$13,5522017Revenue 2018: $2,093,027Expenses 2018: $3,044,827Net Income 2018: -$951,8002018Revenue 2019: $2,672,941Expenses 2019: $3,324,999Net Income 2019: -$652,0582019Revenue 2020: $2,342,427Expenses 2020: $3,762,296Net Income 2020: -$1,419,8692020Revenue 2021: $2,326,655Expenses 2021: $3,274,394Net Income 2021: -$947,7392021Revenue 2022: $7,249,403Expenses 2022: $3,743,623Net Income 2022: $3,505,7802022Revenue 2023: $7,760,512Expenses 2023: $3,081,015Net Income 2023: $4,679,4972023Revenue 2024: $9,079,829Expenses 2024: $3,102,529Net Income 2024: $5,977,3002024Revenue 2025: $8,261,267Expenses 2025: $4,356,724Net Income 2025: $3,904,5432025

Highlighted filing

2025

Revenue$8,261,267
Expenses$4,356,724
Net Income$3,904,543
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,087,132
Liabilities
$252,654
Net assets
$33,834,478
Revenue
$8,261,267
Expenses
$4,356,724
Net income
$3,904,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.1$0.25$33.8$8.26$4.36$3.90
2024Detailed filing. Detailed filing data is available for this year.$27.6$0.26$27.4$9.08$3.10$5.98
2023Detailed filing. Detailed filing data is available for this year.$19.6$0.29$19.3$7.76$3.08$4.68
2022Detailed filing. Detailed filing data is available for this year.$13.8$0.24$13.6$7.25$3.74$3.51
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.19$11.7$2.33$3.27$0.95
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.34$11.1$2.34$3.76$1.42
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.29$12.8$2.67$3.32$0.65
2018Detailed filing. Detailed filing data is available for this year.$14.0$0.33$13.6$2.09$3.04$0.95
2017Detailed filing. Detailed filing data is available for this year.$14.5$0.01$14.5$2.45$2.46$0.01
2016Detailed filing. Detailed filing data is available for this year.$13.8$0.01$13.8$8.12$2.26$5.86
2015Detailed filing. Detailed filing data is available for this year.$8.36$0.03$8.33$2.38$2.52$0.14
2014Detailed filing. Detailed filing data is available for this year.$8.76$0.02$8.73$1.75$2.51$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$8,951,348
Mission and Program Overview

Mission

To fund the advancement of justice by improving civil legal services, law- related education, administration of justice, and legal services for community redevelopment and foreclosure prevention.

To fund the advancement of justice by improving civil legal services, law- related education, and administration of justice

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,681,199$28,789,539▲ $5,108,340
Savings and Temporary Cash Investments$2,262,397$2,692,394▲ $429,997
Cash and Non-Interest-Bearing Accounts$896,333$1,860,973▲ $964,640
Accounts Receivable$732,875$707,621▼ $25,254
Land, Buildings, and Equipment, Net$21,375$16,402▼ $4,973
Prepaid Expenses and Deferred Charges$25,964$6,926▼ $19,038
Total Assets$27,646,306$34,087,132▲ $6,440,826
Other Assets Total$26,163$13,277▼ $12,886
Liabilities
Other Liabilities$250,552$240,566▼ $9,986
Accounts Payable and Accrued Expenses$10,974$12,088▲ $1,114
Total Liabilities$261,526$252,654▼ $8,872
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,705,827$26,871,055▲ $6,165,228
Net Assets With Donor Restrictions$6,678,953$6,963,423▲ $284,470
Total Net Assets Fund Balance$27,384,780$33,834,478▲ $6,449,698
Total Liabilities and Net Assets / Fund Balance$27,646,306$34,087,132▲ $6,440,826

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,402$17,778$34,180

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$27,384,780$207,346▲ $10,574,411$155,179$33,834,478
2023$19,293,078$624,741▲ $10,537,033$113,434$27,384,780
2022$13,606,754$199,545▲ $8,559,296$18,686$19,293,078
2021$11,731,611$4,992,714▲ $600,393$5,040$13,606,754
2020$11,071,821$185,193▲ $3,705,311$1,282$11,731,611
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Olivia JonesExecutive DiFT$108,333$108,333

Board Members and Trustees

NameTitle
Thomas P Gressette JrPresident
John RoxonPresident-el
Carmen Harper ThomasDirector
Cherie BartonDirector
Cynthia Spieth MortonDirector
Doward HarvinDirector
George MorrisonDirector
Lakesha JeffriesDirector
Lindsay a JoynerDirector
Maryann BlakeDirector
Nashiba BoydDirector
Nekki ShuttDirector
Ryan BeasleyDirector
Stephen CoxDirector
Truc TranDirector
John DeloacheImmed Past P
Margaret BluesteinSecretary-tr
Revenue and Support

Revenue Composition

Contributions and Grants
$7,418,880
Program Service Revenue
$0
Investment Income
$812,067
Other Revenue
$30,320
All Other Contributions
$7,418,880
Change in Net Assets
$3,904,543

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,163,622
Revenue Not Reported on Financial Statements
$97,645
Revenue Not Reported on Form 990
$2,618,135
Total Revenue per Audited Statements
$10,781,757
Total Revenue per Form 990
$8,261,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,818,895
Other Expenses$296,955
Salaries, Compensation, and Employee Benefits$240,874
Total Fundraising Expense$1,870
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,818,895--$3,818,895
Current Officers, Directors, Trustees, and Key Employees$79,500$26,500-$106,000
Fees for Service Investment Mgmnt Fees-$97,645-$97,645
Other Salaries and Wages$51,486$17,162-$68,648
Advertising$46,594$15,531-$62,125
Other Employee Benefits$29,631$9,877-$39,508
Fees for Services Other$12,097$4,033-$16,130
Occupancy$10,345$3,449-$13,794
Pension Plan Contributions$10,064$3,355-$13,419
All Other Expenses$9,815$1,721$1,870$13,406
Payroll Taxes$9,974$3,325-$13,299
Fees for Services Accounting$7,687$2,563-$10,250
Other Expenses$6,520$2,173-$8,693
Insurance$5,536$1,845-$7,381
Office Expenses$3,889$1,297-$5,186
Depreciation Depletion$3,730$1,243-$4,973
Travel$1,627$542-$2,169
Conferences and Meetings$1,310$437-$1,747
Total Functional Expenses$4,152,542$202,312$1,870$4,356,724

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,356,724
Total Expenses per Audited Statements$4,332,059
Expenses per Audited Statements$4,259,079
Expenses Not Reported on Financial Statements$97,645
Expenses Not Reported on Form 990$72,980
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sc Legal ServicesColumbia, SC501c3General Support$1,496,890
Sc Bar Law Related EducationColumbia, SC501c6General Support$201,108
Sc Access to Justice CommissionColumbia, SC501c6General Support$164,961
Lowcountry Legal VolunteersBluffton, SC501c3General Support$131,000
One80 PlaceCharleston, SC501c3General Support$125,018
Sc Coalition Against DomesticColumbia, SC501c3General Support$120,750
Equal Justice WorksWashington, DC501c3General Support$112,000
Project RestSpartanburg, SC501c3General Support$108,737
Center for Heirs PropertyCharleston, SC501c3General Support$100,000
Catholic Charities Office ofMt Pleasant, SC501c3General Support$96,548
Charleston Pro Bono Legal ServicesCharleston, SC501c3General Support$90,617
Sc Victim Assistance Network IncGreenville, SC501c3General Support$80,887
Charleston Legal AccessCharleston, SC501c3General Support$78,000
Sc Center for Fathers and FamiliesColumbia, SC501c3General Support$75,000
Sc Environmental Law ProjectPawleys Island, SC501c3General Support$60,300
Antioch Educational CenterRidgeland, SC501c3General Support$60,000
Sc Bar Pro Bono ProgramColumbia, SC501c6General Support$55,754
Time ServedGreenville, SC501c3General Support$54,400
15th Circuit Treatment CourtConway, SCGovGeneral Support$54,167
Hopeful HorizonsBeaufort, SC501c3General Support$53,000
Nc Center on Actual InnocenceDurham, NC501c3General Support$50,000
Rainy Day FundColumbia, SC501c3General Support$46,500
Sc Appleseed Legal Justice CenterColumbia, SC501c3General Support$35,000
Disability Rights ScColumbia, SC501c3General Support$30,000
Sc Bar Ask-a-lawyerColumbia, SC501c6General Support$30,000
SistercareColumbia, SC501c3General Support$30,000
Upstate Mediation CenterGreenville, SC501c3General Support$30,000
Usc FoundationsColumbia, SC501c3General Support$30,000
TransitionsColumbia, SC501c3General Support$20,000
Justice 360Columbia, SC501c3General Support$18,000
Coastal Conservation LeagueCharleston, SC501c3General Support$16,587
Midlands Mediation CenterColumbia, SC501c3General Support$15,650
Mediation and Meeting CenterCharleston, SC501c3General Support$15,000
Sc Ymca Youth in GovernmentGreenville, SC501c3General Support$15,000
Serve and ConnectColumbia, SC501c3General Support$15,000
South Carolinians for AlternativesGreenville, SC501c3General Support$15,000
Turn90N Charleston, SC501c3General Support$15,000
Usc School of Law Pro Bono ProgramColumbia, SC501c3General Support$10,034
Greenville County Human RelationsGreenville, SCGovSpecial Grant$10,000
Sc Bar We the PeopleColumbia, SC501c6General Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,304
Fundraising Direct Expenses$72,980
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cocktails in Co$73,304$73,304$3,965$69,339
Total Events$73,304$73,304$72,980$324
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fiscal Agent Liabilities$227,289
Lease Liability - Operating Lease$13,277
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The south carolina bar board of governors are considered members of the organization.”

Form 990, Page 6, Part VI, Line 7A

“The south carolina bar board of governors, considered members of the organization, elect the board of the organization annually.”

Form 990, Page 6, Part VI, Line 11B

“The board members were given a draft of the form 990 to review prior to its filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members sign a conflict of interest disclosure from when they join the board and are required to disclose annually any conflict of interest.”

Form 990, Page 6, Part VI, Line 15A

“The salary of the executive director is determined every year using comparability data of those in similar positions in the state of south carolina as well as nationwide.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy, and financial statements are available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
The South Carolina Bar Foundation
EIN
23-7181552
Phone
8037650517
Address
950 TAYLOR STREET, COLUMBIA, SC 29201

Signing Officer

Name
Olivia Jones
Title
Executive Director
Phone
8037650517
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Olivia Jones
Formed
1971
Legal Domicile
Sc
Voting Board Members
17
Independent Board Members
17
Employees
3
Volunteers
17

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Fundraising costs are included with expenses in the 0 audited financial statements but are presented net 0 of related fundraising income in the 990 72,980 fundraising costs are included with expenses in the 0 audited financial statements but are presented net 0 of related fundraising income in the 990 -72,980”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Fundraising costs are included with expenses in the 0 audited financial statements but are presented net 0 of related fundraising income in the 990 72,980”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising costs are included with expenses in the 0 audited financial statements but are presented net 0 of related fundraising income in the 990 72,980”

Raw XML AppendixShowing 400 of 1,014 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GRANT REFUND 50,299 HORRY COUNTY SETTLEMENT FUNDS 5,196,203
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