District 5 Foundation for Educational Excellence

990EZ • Fiscal year 2016 • EIN 27-1652805

Jan 01, 2016 to Dec 31, 2016 • Filed on May 07, 2017

Organization Profile N/A

P O Box 129Ballentine, SC 29002

(803) 749-1387

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

-3.0%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-2.6%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

-35%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$122,533

Down $3,332 (-2.6%) from 2015

Net Assets

Down

$122,533

Down $3,332 (-2.6%) from 2015

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin34th percentile

Revenue

Down

$112,790

Down $62,047 (-35%) from 2015

Expenses

Down

$116,123

Down $8,644 (-6.9%) from 2015

Net Income

Down

-$3,333

Down $53,403 (-107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2016

Assets$122,533

Liabilities-

Net Assets$122,533

Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

Highlighted filing

2016

Revenue$112,790

Expenses$116,123

Net Income-$3,333

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 7, 2017
Return Version: 2016v3.0
Gross Receipts: $112,790

Mission and Program Overview

Mission

The purpose of this charitable foundation is to secure and distribute contributions from individuals, estates, government, corporations, foundations and any other source for the educational benefit of the students of School District Five of Lexington and Richland Counties.

The purpose of this charitable foundation is to secure and distribute contributions from individuals, estates, governments, corporations, foundations and other sources for the educational benefit of the students of school district five of lexington and righland counties.

Program Services

Description	Grants	Expenses
PROVIDE SUPPORT TO DESTRICT EDUCATORS AND STUDENTS. FOR 2016 66 STUDENT GRANTS WERE FUNDED AND 17 TEACHER/COMMUNITY GRANTS WERE FUNDED.	$26,849	$38,836
PROVIDE MEALS FOR FREE AND REDUCED LUNCH STUDENTS ON NON-SCHOOL DAYS. SNACKPACK PROVIDED MEALS FOR APPROXIMATELY 700 STUDENTS EACH WEEKEND.	$24,048	$33,776
PROVIDE SUPPORT FOR 44 DISTRICT FAMILIES AFFECTED BY SERIOUS AREA FLOODING.	$21,119	$23,041
AUCTION TO RAISE FUNDS FOR ALL EXEMPT-PURPOSE PROGRAMS.	-	$17,344

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PAULA HITE	President	PT	$0	-	-
MARY KENNERLY	Vice Preside	PT	$0	-	-
TRISH EDWARDS	Secretary	-	$0	-	-
JOY RAMBO	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: District 5 Foundation for Education
EIN: 27-1652805
Phone: 8037491387
Address: P O BOX 129, BALLENTINE, SC 29002

Signing Officer

Name: Joy Rambo
Title: Treasurer
Phone: 8037491387
Signed: 2017-05-07
Discuss with paid preparer: Yes

Preparer

Firm: Barbara Kelley CPA
Address: PO BOX 170, BALLENTINE, SC 29002-0170
Preparer: Barbara Kelley
Phone: 8032336437

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“26,274 0 0 24,048 0 0 19,976 0 0”

Form 990-ez, Part I, Line 16

“Expenses advertising 1,617 office 1,297 conferences/meetings 11,987 insurance 1,304 postage and shipping 279 bank charges 120 business licenses 52 dues/subscriptions 225 miscellaneous 1,338 auction expense 5,158 golf event expense 2,820 rally expense 500 auction items purchased 1,250 total 27,947”

Form 990-ez, Part III

“The purpose of this charitable foundation is to secure and distribute contributions from individuals, estates, governments, corporations, foundations and other sources for the educational benefit of the students of school district five of lexington and righland counties.”

Form 990-ez, Part III, Line 31

“Provide support for 44 district families affected by serious area flooding.”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	JOY RAMBO
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8037491387
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	P O BOX 129
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	BALLENTINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	29002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	125866
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	122533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	89123
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-3333
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	15480
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	125866
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	122533
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	72016
IRS990EZ/GrossReceiptsAmt	0	112790
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	125866
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	122533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	125866
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	122533
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	PAULA HITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MARY KENNERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	TRISH EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JOY RAMBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	27947
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE PURPOSE OF THIS CHARITABLE FOUNDATION IS TO SECURE AND DISTRIBUTE CONTRIBUTIONS FROM INDIVIDUALS, ESTATES, GOVERNMENTS, CORPORATIONS, FOUNDATIONS AND OTHER SOURCES FOR THE EDUCATIONAL BENEFIT OF THE STUDENTS OF SCHOOL DISTRICT FIVE OF LEXINGTON AND RIGHLAND COUNTIES.
IRS990EZ/PrintingPublicationsPostageAmt	0	680
IRS990EZ/ProgramServiceRevenueAmt	0	23667
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	AUCTION TO RAISE FUNDS FOR ALL EXEMPT-PURPOSE PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	PROVIDE SUPPORT TO DESTRICT EDUCATORS AND STUDENTS. FOR 2016 66 STUDENT GRANTS WERE FUNDED AND 17 TEACHER/COMMUNITY GRANTS WERE FUNDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	PROVIDE MEALS FOR FREE AND REDUCED LUNCH STUDENTS ON NON-SCHOOL DAYS. SNACKPACK PROVIDED MEALS FOR APPROXIMATELY 700 STUDENTS EACH WEEKEND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	3	PROVIDE SUPPORT FOR 44 DISTRICT FAMILIES AFFECTED BY SERIOUS AREA FLOODING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	26849
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	24048
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	21119
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	17344
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	38836
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	33776
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	3	23041
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	116123
IRS990EZ/TotalProgramServiceExpensesAmt	0	112997
IRS990EZ/TotalRevenueAmt	0	112790
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	89123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	146231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	62727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	60554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	78107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	436742
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	23667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	23667
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	460409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	112790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	146231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	62727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	60554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	78107
IRS990ScheduleA/Total509Grp/TotalAmt	0	460409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	112790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	146231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	62727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	60554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	78107
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	460409
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	26,274 0 0 24,048 0 0 19,976 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES ADVERTISING 1,617 OFFICE 1,297 CONFERENCES/MEETINGS 11,987 INSURANCE 1,304 POSTAGE AND SHIPPING 279 BANK CHARGES 120 BUSINESS LICENSES 52 DUES/SUBSCRIPTIONS 225 MISCELLANEOUS 1,338 AUCTION EXPENSE 5,158 GOLF EVENT EXPENSE 2,820 RALLY EXPENSE 500 AUCTION ITEMS PURCHASED 1,250 TOTAL 27,947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THE PURPOSE OF THIS CHARITABLE FOUNDATION IS TO SECURE AND DISTRIBUTE CONTRIBUTIONS FROM INDIVIDUALS, ESTATES, GOVERNMENTS, CORPORATIONS, FOUNDATIONS AND OTHER SOURCES FOR THE EDUCATIONAL BENEFIT OF THE STUDENTS OF SCHOOL DISTRICT FIVE OF LEXINGTON AND RIGHLAND COUNTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	PROVIDE SUPPORT FOR 44 DISTRICT FAMILIES AFFECTED BY SERIOUS AREA FLOODING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOY RAMBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8037491387
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DISTRICT 5 FOUNDATION FOR EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt	0	DIST
ReturnHeader/Filer/EIN	0	271652805
ReturnHeader/Filer/PhoneNum	0	8037491387
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 129
ReturnHeader/Filer/USAddress/CityNm	0	BALLENTINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	SC
ReturnHeader/Filer/USAddress/ZIPCd	0	29002
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	D458B3F4806AA1BF47529C526B86115C09DE2CBD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	B049E17FB385256801B481C91353E8A7C1E8E787
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	274844948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BARBARA KELLEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BALLENTINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	290020170
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8032336437
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARBARA KELLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2017-05-12T11:02:31-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $122,533
Liabilities: -
Net assets: $122,533
Revenue: $112,790
Expenses: $116,123
Net income: -$3,333

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.96	$0.00	$0.96	$0.78	$0.68	$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.86	$0.00	$0.86	$0.59	$0.61	$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.87	$0.00	$0.87	$1.28	$1.80	$0.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.39	$0.00	$1.39	$1.31	$1.11	$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.18	$0.00	$1.18	$1.03	$1.05	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21	$1.23	$1.58	$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.56	$0.00	$1.56	$1.21	$1.07	$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.42		$1.42	$1.39	$1.20	$0.19
2016Detailed filing. Detailed filing data is available for this year.	$1.23		$1.23	$1.13	$1.16	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$1.26		$1.26	$1.75	$1.25	$0.50
2014Detailed filing. Detailed filing data is available for this year.	$0.76		$0.76	$0.82	$0.77	$0.05
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.71		$0.71	$0.83	$0.46	$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.33		$0.33	$0.90	$1.00	$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.43		$0.43	$0.66	$0.26	$0.40