Civic Intelligence

Southern Pine Electric Trust Inc.

990EZ • Fiscal year 2016 • EIN 41-2040142

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 14, 2017

2134 South BoulevardBrewton, AL 36426

(251) 867-5415

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

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

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.

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

Asset Growth

95th percentile

180%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Up

$13,527

Up $8,703 (+180%) from 2015

Net Assets

Up

$13,527

Up $8,703 (+180%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$112,346

Up $21,003 (+23%) from 2015

Expenses

Down

$103,643

Down $1,207 (-1.2%) from 2015

Net Income

Up

$8,703

Up $22,210 (+164%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $1,662Liabilities 2010: $0Net Assets 2010: $1,6622010Assets 2011: $9,909Liabilities 2011: $0Net Assets 2011: $9,9092011Assets 2012: $22,589Liabilities 2012: $0Net Assets 2012: $22,5892012Assets 2013: $16,158Liabilities 2013: $0Net Assets 2013: $16,1582013Assets 2014: $18,331Liabilities 2014: $0Net Assets 2014: $18,3312014Assets 2015: $4,824Liabilities 2015: $0Net Assets 2015: $4,8242015Assets 2016: $13,527Liabilities 2016: $0Net Assets 2016: $13,5272016Assets 2017: $26,118Liabilities 2017: $53Net Assets 2017: $26,0652017Assets 2018: $115,439Liabilities 2018: $0Net Assets 2018: $115,4392018Assets 2019: $153,282Liabilities 2019: $0Net Assets 2019: $153,2822019Assets 2020: $185,104Liabilities 2020: $0Net Assets 2020: $185,1042020Assets 2021: $208,955Liabilities 2021: $352Net Assets 2021: $208,6032021Assets 2022: $191,995Liabilities 2022: $0Net Assets 2022: $191,9952022Assets 2023: $210,734Liabilities 2023: $0Net Assets 2023: $210,7342023Assets 2024: $231,669Liabilities 2024: $2,073Net Assets 2024: $229,5962024

Highlighted filing

2016

Assets$13,527
Liabilities$0
Net Assets$13,527

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $117,814Expenses 2010: $137,379Net Income 2010: -$19,5652010Revenue 2011: $117,452Expenses 2011: $109,205Net Income 2011: $8,2472011Revenue 2012: $70,061Expenses 2012: $57,381Net Income 2012: $12,6802012Revenue 2013: $69,730Expenses 2013: $76,161Net Income 2013: -$6,4312013Revenue 2014: $69,076Expenses 2014: $66,903Net Income 2014: $2,1732014Revenue 2015: $91,343Expenses 2015: $104,850Net Income 2015: -$13,5072015Revenue 2016: $112,346Expenses 2016: $103,643Net Income 2016: $8,7032016Revenue 2017: $88,508Expenses 2017: $75,970Net Income 2017: $12,5382017Revenue 2018: $85,417Expenses 2018: $61,391Net Income 2018: $24,0262018Revenue 2019: $84,575Expenses 2019: $46,732Net Income 2019: $37,8432019Revenue 2020: $83,659Expenses 2020: $51,837Net Income 2020: $31,8222020Revenue 2021: $83,196Expenses 2021: $59,697Net Income 2021: $23,4992021Revenue 2022: $83,525Expenses 2022: $100,133Net Income 2022: -$16,6082022Revenue 2023: $85,246Expenses 2023: $66,507Net Income 2023: $18,7392023Revenue 2024: $88,364Expenses 2024: $69,502Net Income 2024: $18,8622024

Highlighted filing

2016

Revenue$112,346
Expenses$103,643
Net Income$8,703
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$112,346
Mission and Program Overview

Mission

Accumulate and disperse funds to assist organizations and agencies with their charitable activities and/or families and individuals with charitable needs.

Program Services

DescriptionGrantsExpenses
Provided assistance to many individuals and families with housing, medical, private hardship, and transportation needs.$61,787$0
Provided funding to approximately 7 tax exempt organizations providing charitable programs in the Southern Pine Electric Cooperative service area.$39,050$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ralph GraceChairman-$0--
Elaine CatoeSecretary-$0--
David ParishBoard Member-$0--
Doug DarbyBoard Member-$0--
Dawn MaloneBoard Member-$0--
Brenda McIntyreBoard Member-$0--
Glenda Curry-AllenBoard Member-$0--
Dennis MixonBoard Member-$0--
Jason JacksonChief Financial Officer-$0--
Phyllis BellBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Southern Pine Electric Trust Inc
EIN
41-2040142
Phone
2518675415
Address
2134 South Boulevard, Brewton, AL 36426

Signing Officer

Name
Jason Jackson
Title
Chief Financial Officer
Phone
2518675415
Signed
2017-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co PC
Address
PO Box 96, Montgomery, AL 36101-0096
Preparer
Patrick Cooper
Phone
3348347660
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Payments to individuals for housing assistance. Grantee Name: Individual. Grantee Relationship: None. Property Description: Cash. Amount Given: 26,924.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Payments to individuals for medical care and assistance. Grantee Name: Individual. Grantee Relationship: None. Property Description: Cash. Amount Given: 11,670.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Payments to individuals for assistance with private hardships. Grantee Name: Individual. Grantee Relationship: None. Property Description: Cash. Amount Given: 22,176.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Payments to individuals for transportation assistance. Grantee Name: Individual. Grantee Relationship: None. Property Description: Cash. Amount Given: 1,108.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Organizational Assistance. Grantee Name: Turtle Point Environmental Science Center. Grantee Address: 20959 US-31 Flomaton, AL 36441. Grantee Relationship: None. Property Description: Cash. Date of Gift: 01/20/16. Amount Given: 10,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Organizational Assistance. Grantee Name: Other Organizations. Grantee Relationship: None. Property Description: Cash. Amount Given: 19,050.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Organizational Assistance. Grantee Name: John L. Fisher Community Center. Grantee Address: 301 Liles Blvd Brewton, AL 36426. Grantee Relationship: None. Property Description: Cash. Amount Given: 10,000. Total included on Form 990-EZ, line 10: 100,928.

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

Description: Directors' Mileage. Amount: 1,811.

Raw XML Appendix206 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/BooksInCareOfDetail/PhoneNum02518675415
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Brewton
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ralph Grace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elaine Catoe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Parish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Doug Darby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dawn Malone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Brenda McIntyre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Glenda Curry-Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dennis Mixon
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Phyllis Bell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Chief Financial Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01811
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Accumulate and disperse funds to assist organizations and agencies with their charitable activities and/or families and individuals with charitable needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided assistance to many individuals and families with housing, medical, private hardship, and transportation needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funding to approximately 7 tax exempt organizations providing charitable programs in the Southern Pine Electric Cooperative service area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061787
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt139050
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt091343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt069632
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt070061
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0412458
IRS990ScheduleA/TotalSupportAmt0412458
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/ExplanationTxt0Activity Classification: Payments to individuals for housing assistance. Grantee Name: Individual. Grantee Relationship: None. Property Description: Cash. Amount Given: 26,924.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Payments to individuals for medical care and assistance. Grantee Name: Individual. Grantee Relationship: None. Property Description: Cash. Amount Given: 11,670.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Payments to individuals for assistance with private hardships. Grantee Name: Individual. Grantee Relationship: None. Property Description: Cash. Amount Given: 22,176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Payments to individuals for transportation assistance. Grantee Name: Individual. Grantee Relationship: None. Property Description: Cash. Amount Given: 1,108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: Organizational Assistance. Grantee Name: Turtle Point Environmental Science Center. Grantee Address: 20959 US-31 Flomaton, AL 36441. Grantee Relationship: None. Property Description: Cash. Date of Gift: 01/20/16. Amount Given: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: Organizational Assistance. Grantee Name: Other Organizations. Grantee Relationship: None. Property Description: Cash. Amount Given: 19,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Activity Classification: Organizational Assistance. Grantee Name: John L. Fisher Community Center. Grantee Address: 301 Liles Blvd Brewton, AL 36426. Grantee Relationship: None. Property Description: Cash. Amount Given: 10,000. Total included on Form 990-EZ, line 10: 100,928.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: Directors' Mileage. Amount: 1,811.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16 - Other Expenses
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/PersonNm0Jason Jackson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Financial Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02518675415
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southern Pine Electric Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0412040142
ReturnHeader/Filer/PhoneNum02518675415
ReturnHeader/Filer/USAddress/AddressLine1Txt02134 South Boulevard
ReturnHeader/Filer/USAddress/CityNm0Brewton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0183123B44C980926B3971B345CDDF42C4CF6E756
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.65.8.162
ReturnHeader/FilingSecurityInformation/IPDt02017-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:17:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jackson Thornton & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Cooper
ReturnHeader/ReturnTs02017-08-16T12:11:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$2.32$0.02$2.30$0.88$0.70$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.85$0.67$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.84$1.00$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.83$0.60$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.84$0.52$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.85$0.47$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.85$0.61$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.89$0.76$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.12$1.04$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.91$1.05$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.69$0.67$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.70$0.76$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.70$0.57$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$1.17$1.09$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$1.18$1.37$0.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits