Civic Intelligence

The Set Foundation Inc

990EZ • Fiscal year 2015 • EIN 26-4334163

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 02, 2016

30 Fitzroy DrCharleston, SC 29414

(843) 813-6446

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.89x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

31st percentile

-4.1%

Higher net margin than 31% 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

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

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

Assets

Down

$2,965

Down $1,935 (-39%) from 2014

Net Assets

Down

$329

Down $4,571 (-93%) from 2014

Liabilities

Up

$2,636

Up $2,636 from 2014

Revenue

Up

$111,805

Up $5,011 (+4.7%) from 2014

Expenses

Up

$116,376

Up $442 (+0.4%) from 2014

Net Income

Up

-$4,571

Up $4,569 (+50%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2010: $34,278Net Assets 2010: $34,2782010Assets 2012: $6,465Liabilities 2012: $0Net Assets 2012: $6,4652012Assets 2013: $14,040Liabilities 2013: $0Net Assets 2013: $14,0402013Assets 2014: $4,900Liabilities 2014: $0Net Assets 2014: $4,9002014Assets 2015: $2,965Liabilities 2015: $2,636Net Assets 2015: $3292015Assets 2016: $270Liabilities 2016: $750Net Assets 2016: -$4802016Assets 2017: $2,553Liabilities 2017: $16,250Net Assets 2017: -$13,6972017Assets 2018: $20,415Liabilities 2018: $97,350Net Assets 2018: -$76,9352018Assets 2019: $6,236Liabilities 2019: $78,220Net Assets 2019: -$71,9842019Assets 2020: $0Liabilities 2020: $85,211Net Assets 2020: -$85,2112020Assets 2021: $65,372Liabilities 2021: $78,700Net Assets 2021: -$13,3282021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $46,587Liabilities 2023: $78,700Net Assets 2023: -$32,1132023Assets 2024: $144,733Liabilities 2024: $97,700Net Assets 2024: $47,0332024

Highlighted filing

2015

Assets$2,965
Liabilities$2,636
Net Assets$329

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $104,329Expenses 2010: $115,416Net Income 2010: -$11,0872010Revenue 2012: $115,836Expenses 2012: $122,267Net Income 2012: -$6,4312012Revenue 2013: $138,818Expenses 2013: $131,243Net Income 2013: $7,5752013Revenue 2014: $106,794Expenses 2014: $115,934Net Income 2014: -$9,1402014Revenue 2015: $111,805Expenses 2015: $116,376Net Income 2015: -$4,5712015Revenue 2016: $4,600Expenses 2016: $5,409Net Income 2016: -$8092016Revenue 2017: $101,757Expenses 2017: $114,974Net Income 2017: -$13,2172017Revenue 2018: $150,504Expenses 2018: $213,742Net Income 2018: -$63,2382018Revenue 2019: $131,427Expenses 2019: $126,476Net Income 2019: $4,9512019Revenue 2020: $116,002Expenses 2020: $129,229Net Income 2020: -$13,2272020Revenue 2021: $106,791Expenses 2021: $34,908Net Income 2021: $71,8832021Revenue 2022: $1,456,946Expenses 2022: $1,565,743Net Income 2022: -$108,7972022Revenue 2023: $1,493,009Expenses 2023: $1,402,997Net Income 2023: $90,0122023Revenue 2024: $1,619,032Expenses 2024: $1,563,411Net Income 2024: $55,6212024

Highlighted filing

2015

Revenue$111,805
Expenses$116,376
Net Income-$4,571
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$111,805
Mission and Program Overview

Mission

To provide comprehensive open vascular and endovascular training & education.

Program Services

DescriptionGrantsExpenses
ANNUAL COMPREHENSIVE CONFERENCE DESIGNED TO EDUCATE PHYSICIANS AND NURSES ON TREATMENT OPTIONS FOR CAROTID ARTERY, AORTIC ANEURYSMS, THORACIC ARTERY GRAFTS, PERIPHERAL ARTERIAL/VENOUS DISEASES AND REVIEW MANAGEMENT STRATEGIES FOR SURGICAL COMPLICATIONS.$0$115,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN FURTEKPresidentPT$0--
CAROL CORBIN CHACONASSecretary & TreasurerPT$0--
CLAUDIO SCHONHOLZDirectorPT$0--
JACOB G ROBISONDirectorPT$0--
MARCELO S GUIMARAESDirectorPT$0--
MIKE CLOUSEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Set Foundation Inc
EIN
26-4334163
Phone
8438136446
Address
30 FITZROY DR, CHARLESTON, SC 29414

Signing Officer

Name
John Furtek
Title
President
Phone
8438136446
Signed
2016-11-02
Discuss with paid preparer
Yes

Preparer

Firm
WebsterRogers LLP
Address
P O Box 20099, Charleston, SC 29413-0099
Preparer
Bobby R Creech Jr CPA
Phone
8435775843
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 14

Description: Depreciation. Amount: 126. Description: Other Expenses. Amount: 88,001. Total to Form 990-EZ, line 14: 88,127.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: ADVERTISING. Amount: 2,720. Description: BANK CHARGES. Amount: 1,216. Description: EVENT COORDINATOR. Amount: 2,427. Description: EVENT EXPENSE. Amount: 4,074. Description: GUEST SPEAKERS. Amount: 2,375. Description: GUEST TRAVEL REIMBURSEMENT. Amount: 3,892. Description: LICENSES. Amount: 50. Description: OFFICE EXPENSE. Amount: 282. Description: S.E.T. TRAVEL. Amount: 6,729. Description: EDUCATION. Amount: 3,200. Total to Form 990-EZ, line 16: 26,965.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Other Depreciable Assets. Beg. of Year Amount: 176. End of Year Amount: 50.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Credit Card Liability. Beg. of Year Amount: 0. End of Year Amount: 2,636.

Raw XML Appendix173 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/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL CORBIN CHACONAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDIO SCHONHOLZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACOB G ROBISON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE CLOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Depreciation. Amount: 126. Description: Other Expenses. Amount: 88,001. Total to Form 990-EZ, line 14: 88,127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: ADVERTISING. Amount: 2,720. Description: BANK CHARGES. Amount: 1,216. Description: EVENT COORDINATOR. Amount: 2,427. Description: EVENT EXPENSE. Amount: 4,074. Description: GUEST SPEAKERS. Amount: 2,375. Description: GUEST TRAVEL REIMBURSEMENT. Amount: 3,892. Description: LICENSES. Amount: 50. Description: OFFICE EXPENSE. Amount: 282. Description: S.E.T. TRAVEL. Amount: 6,729. Description: EDUCATION. Amount: 3,200. Total to Form 990-EZ, line 16: 26,965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Other Depreciable Assets. Beg. of Year Amount: 176. End of Year Amount: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Credit Card Liability. Beg. of Year Amount: 0. End of Year Amount: 2,636.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FURTEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08438136446
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SET FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SETF
ReturnHeader/Filer/EIN0264334163
ReturnHeader/Filer/PhoneNum08438136446
ReturnHeader/Filer/USAddress/AddressLine1Txt030 FITZROY DR
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029414
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570776381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WebsterRogers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 20099
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charleston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294130099
ReturnHeader/PreparerPersonGrp/PhoneNum08435775843
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bobby R Creech Jr CPA
ReturnHeader/ReturnTs02016-11-08T13:54:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$0.14$0.10$0.05$1.62$1.56$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.08$0.03$1.49$1.40$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.46$1.57$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.08$0.01$0.11$0.03$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.09$0.09$0.12$0.13$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.08$0.07$0.13$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.10$0.08$0.15$0.21$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.02$0.01$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.14$0.13$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.12$0.12$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.10$0.12$0.01