Civic Intelligence

Testamentary Trust UW of Annhjeter Dated 5 7 1918

EIN 30-1002695 • 501(c)13 • Union, SC

Profile

To keep the Church Cemetery maintain

489 Buffalo West Springs HwyUnion, SC 29379
Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

501(c)13 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.00x

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

501(c)13 • $500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

501(c)13 • $500k-$1M nonprofits • Source year 2024

Asset Growth

90th percentile

13%

Faster asset growth than 90% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

104%

Faster revenue growth than 92% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$624,800

Up $73,256 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$624,800

Up $73,256 (+13%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin95th percentile

Revenue

Up

$88,737

Up $45,264 (+104%) from 2023

Expenses

Up

$15,481

Up $10,658 (+221%) from 2023

Net Income

Up

$73,256

Up $34,606 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$800K$600K$400K$200K$0Assets 2017: $460,693Liabilities 2017: $0Net Assets 2017: $460,6932017Assets 2018: $464,093Liabilities 2018: $0Net Assets 2018: $464,0932018Assets 2019: $497,927Liabilities 2019: $0Net Assets 2019: $497,9272019Assets 2020: $490,036Liabilities 2020: $0Net Assets 2020: $490,0362020Assets 2021: $498,558Liabilities 2021: $0Net Assets 2021: $498,5582021Assets 2022: $512,894Liabilities 2022: $0Net Assets 2022: $512,8942022Assets 2023: $551,544Liabilities 2023: $0Net Assets 2023: $551,5442023Assets 2024: $624,800Liabilities 2024: $0Net Assets 2024: $624,8002024

Highlighted filing

2024

Assets$624,800
Liabilities$0
Net Assets$624,800
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100K$50K$0-$50KExpenses 2017: $11,1592017Revenue 2018: $8,198Expenses 2018: $4,798Net Income 2018: $3,4002018Revenue 2019: $11,613Expenses 2019: $12,779Net Income 2019: -$1,1662019Revenue 2020: $8,334Expenses 2020: $16,225Net Income 2020: -$7,8912020Revenue 2021: $37,792Expenses 2021: $29,270Net Income 2021: $8,5222021Revenue 2022: -$10,406Expenses 2022: $16,971Net Income 2022: -$27,3772022Revenue 2023: $43,473Expenses 2023: $4,823Net Income 2023: $38,6502023Revenue 2024: $88,737Expenses 2024: $15,481Net Income 2024: $73,2562024

Highlighted filing

2024

Revenue$88,737
Expenses$15,481
Net Income$73,256
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$624,800
Liabilities
$0
Net assets
$624,800
Revenue
$88,737
Expenses
$15,481
Net income
$73,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.89$0.15$0.73
2023Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.43$0.05$0.39
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.10$0.17$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.38$0.29$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$799,014
Mission and Program Overview

Mission

To keep the Church Cemetery maintain

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$551,544$624,800▲ $73,256
Cash and Non-Interest-Bearing Accounts$516,544$589,800▲ $73,256
Total Assets$551,544$624,800▲ $73,256
Other Assets Total$35,000$35,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$551,544$624,800▲ $73,256
Total Liabilities and Net Assets / Fund Balance$551,544$624,800▲ $73,256

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$35,000--
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Louis Jordan JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$88,737
Other Revenue
$0
Change in Net Assets
$73,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$10,500-$10,500
Other Expenses$4,457$24-$4,457
Total Functional Expenses$4,957$10,524$0$15,481
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Governing body meeting documentation Part VI line 8A

“The trustee can be reached by mailing documents to the organizations address.”

Form 990 governing body review Part VI line 11

“12The organization provided the 990 before it was e-filed.”

Form 990 availability to public Part VI line 18

“Books are available by written request mailed to the organizations address. Once the request is received the organization will open the books for public viewing by the individual or organization.”

Governing documents etc available to public Part VI line 19

“Books are available by written request mailed to the organizations address. Once the request is received the organization will open the books for public viewing by the individual or organization.”

Filing and Contact Details

Filer

Filer Name
Testamentary Trust UW of AnnHJeter Dated 5 7 1918
EIN
30-1002695
In Care Of
% Louis Jordan
Address
489 Buffalo West Springs Hwy, Union, SC 29379

Signing Officer

Name
Louis Jordan
Title
Trustee
Phone
8644279077
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louis Jordan Jr
Formed
2017
Legal Domicile
Sc
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Roberts Accounting LLC
Address
408 N DUNCAN BYPASS SUITE 7G, Union, SC 29379
Preparer
Pamela B Roberts Mba
Phone
8644271099
Supplemental Narrative

Additional Explanations

General explanation attachment

“Part V Regarding Transfers Associated with Personal Benefit Contracts a- Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract NO b-Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract NO This organizations books are available by written request. Any individual can make this request by submitting by mail to the address on tax return a request for books to be opened for public inspection. This organization does have a conflict-of-interest policy in their bylaw. Client did receive a 1099Div, which is included in investment income Client did receive a 1099-B Proceeds from short term and long term capital gain see attachment”

Raw XML Appendix250 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trustee can be reached by mailing documents to the organizations address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt112The organization provided the 990 before it was e-filed.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Books are available by written request mailed to the organizations address. Once the request is received the organization will open the books for public viewing by the individual or organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Part V Regarding Transfers Associated with Personal Benefit Contracts a- Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract NO b-Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract NO This organizations books are available by written request. Any individual can make this request by submitting by mail to the address on tax return a request for books to be opened for public inspection. This organization does have a conflict-of-interest policy in their bylaw. Client did receive a 1099Div, which is included in investment income Client did receive a 1099-B Proceeds from short term and long term capital gain see attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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