Civic Intelligence

District 5 Foundation for Educational Excellence

990EZ • Fiscal year 2019 • EIN 27-1652805

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

P O Box 129Ballentine, SC 29002

(803) 238-7099

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-29%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

1.0%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$121,080

Down $35,201 (-23%) from 2018

Net Assets

Down

$121,003

Down $35,145 (-23%) from 2018

Liabilities

Down

$77

Down $56 (-42%) from 2018

Revenue

Up

$122,663

Up $1,249 (+1.0%) from 2018

Expenses

Up

$157,808

Up $50,769 (+47%) from 2018

Net Income

Down

-$35,145

Down $49,520 (-344%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $43,096Net Assets 2011: $43,0962011Assets 2012: $33,451Net Assets 2012: $33,4512012Assets 2013: $70,772Net Assets 2013: $70,7722013Assets 2014: $75,795Net Assets 2014: $75,7952014Assets 2015: $125,865Net Assets 2015: $125,8652015Assets 2016: $122,533Net Assets 2016: $122,5332016Assets 2017: $141,773Net Assets 2017: $141,7732017Assets 2018: $156,281Liabilities 2018: $133Net Assets 2018: $156,1482018Assets 2019: $121,080Liabilities 2019: $77Net Assets 2019: $121,0032019Assets 2020: $118,423Liabilities 2020: $0Net Assets 2020: $118,4232020Assets 2021: $139,120Liabilities 2021: $200Net Assets 2021: $138,9202021Assets 2022: $87,200Liabilities 2022: $0Net Assets 2022: $87,2002022Assets 2023: $85,778Liabilities 2023: $70Net Assets 2023: $85,7082023Assets 2024: $95,991Liabilities 2024: $0Net Assets 2024: $95,9912024

Highlighted filing

2019

Assets$121,080
Liabilities$77
Net Assets$121,003

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $66,139Expenses 2011: $25,991Net Income 2011: $40,1482011Revenue 2012: $90,438Expenses 2012: $100,083Net Income 2012: -$9,6452012Revenue 2013: $82,991Expenses 2013: $45,670Net Income 2013: $37,3212013Revenue 2014: $81,529Expenses 2014: $76,506Net Income 2014: $5,0232014Revenue 2015: $174,837Expenses 2015: $124,767Net Income 2015: $50,0702015Revenue 2016: $112,790Expenses 2016: $116,123Net Income 2016: -$3,3332016Revenue 2017: $138,803Expenses 2017: $119,563Net Income 2017: $19,2402017Revenue 2018: $121,414Expenses 2018: $107,039Net Income 2018: $14,3752018Revenue 2019: $122,663Expenses 2019: $157,808Net Income 2019: -$35,1452019Revenue 2020: $102,526Expenses 2020: $105,106Net Income 2020: -$2,5802020Revenue 2021: $131,345Expenses 2021: $110,848Net Income 2021: $20,4972021Revenue 2022: $128,002Expenses 2022: $179,722Net Income 2022: -$51,7202022Revenue 2023: $59,470Expenses 2023: $60,962Net Income 2023: -$1,4922023Revenue 2024: $78,294Expenses 2024: $68,011Net Income 2024: $10,2832024

Highlighted filing

2019

Revenue$122,663
Expenses$157,808
Net Income-$35,145
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$122,663
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.

Program Services

DescriptionGrantsExpenses
Sponsor event to raise funds for all exempt-purpose programs. More than 85 donors contributed items that produced more than $13,000 from the auction.There were approximately 108 non-cash items valued at about $19,270. More than 20 sponsors provided more than $30,000.$45,126-
Provide support to District Educators and Students$45,124$25,694
Provide meals for free and reduced lunch students on non-school days.$40,830$20,572
Provide financial support to district families affected by local disasters and unexpected emergencies.$17,497$17,497
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vera TimmonsPresident-$0--
Mary KennerlyVice President-$0--
Michelle EstridgeSecretary-$0--
Joy RamboTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
District 5 Foundation for Educational
EIN
27-1652805
Phone
8032387099
Address
P O Box 129, Ballentine, SC 29002

Signing Officer

Name
Joy Rambo
Title
Treasurer
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Barbara Kelley CPA
Address
PO Box 170, Ballentine, SC 29002
Preparer
Barbara Kelley
Phone
8032336437
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.7

| Donee's Name: McGregor Presbyterian | Cash Amount Given: $19519

Grants and Similar Amounts Paid In Excess of $5,000.18

| Donee's Name: Lexington-Richland School Dist 5 | Cash Amount Given: $19260

Grants and Similar Amounts Paid In Excess of $5,000.19

| Donee's Name: Emergency Fund | Cash Amount Given: $17497

Grants and Similar Amounts Paid In Excess of $5,000.21

| Donee's Name: Various Small Grants | Cash Amount Given: $13643

Other Expenses.1001

Advertising and Promotion $439

Other Expenses.1002

Office Expenses $1071

Other Expenses.1005

Travel $6537

Other Expenses.1007

Conferences, Conventions, and Meetings $1884

Other Expenses.1012

Insurance $1948

Other Expenses.1

Event site rental $12490

Other Expenses.2

Catering $5797

Other Expenses.3

Retired Teacher Luncheon $2443

Other Expenses.4

Event Supplies $2098

Other Expenses.6

Event Expense $1530

Other Expenses.7

Miscellaneous $822

Other Expenses.8

Dues/Subscriptions $700

Other Expenses.10

Business Licenses/Fees $52

Other Expenses.11

Bank Fees $20

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $133 Accounts Payable and Accrued Expenses - Ending $77

Raw XML Appendix207 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michelle Estridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joy Rambo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037831
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/PrintingPublicationsPostageAmt02232
IRS990EZ/ProgramServiceRevenueAmt063241
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide meals for free and reduced lunch students on non-school days.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Sponsor event to raise funds for all exempt-purpose programs. More than 85 donors contributed items that produced more than $13,000 from the auction.There were approximately 108 non-cash items valued at about $19,270. More than 20 sponsors provided more than $30,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Provide financial support to district families affected by local disasters and unexpected emergencies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040830
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt145124
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt245126
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt317497
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020572
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125694
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217497
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt031072
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0133
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt077
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0128548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0146231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0560996
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063906
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0624902
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0122663
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IRS990ScheduleA/Total509Grp/TotalAmt0624902
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0146231
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0624902
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: McGregor Presbyterian | Cash Amount Given: $19519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Lexington-Richland School Dist 5 | Cash Amount Given: $19260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Emergency Fund | Cash Amount Given: $17497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: Various Small Grants | Cash Amount Given: $13643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotion $439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses $1071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel $6537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conferences, Conventions, and Meetings $1884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance $1948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Event site rental $12490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Catering $5797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Retired Teacher Luncheon $2443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Event Supplies $2098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Event Expense $1530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Miscellaneous $822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Dues/Subscriptions $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Business Licenses/Fees $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Bank Fees $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $133 Accounts Payable and Accrued Expenses - Ending $77
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joy Rambo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0District 5 Foundation for Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Excellence
ReturnHeader/Filer/BusinessNameControlTxt0DIST
ReturnHeader/Filer/EIN0271652805
ReturnHeader/Filer/PhoneNum08032387099
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 129
ReturnHeader/Filer/USAddress/CityNm0Ballentine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274844948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbara Kelley CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ballentine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029002
ReturnHeader/PreparerPersonGrp/PhoneNum08032336437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Kelley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-15T10:13:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits