Civic Intelligence

Stephen D Mitchell Foundation Inc.

990PF • Fiscal year 2016 • EIN 46-0743407

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

PO Box 3666Greenville, SC 29608

(864) 421-5797

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-157%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

44th percentile

$5,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.6%

Faster asset growth than 23% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-36%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,371,501

Down $114,727 (-4.6%) from 2015

Net Assets

$2,371,501

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$71,072

Down $40,591 (-36%) from 2015

Expenses

Down

$182,486

Down $8,097 (-4.2%) from 2015

Net Income

Down

-$111,414

Down $32,494 (-41%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $2,651,488Liabilities 2013: $02013Assets 2014: $2,567,948Liabilities 2014: $02014Assets 2015: $2,486,228Liabilities 2015: $02015Assets 2016: $2,371,501Liabilities 2016: $0Net Assets 2016: $2,371,5012016Assets 2017: $2,394,253Liabilities 2017: $0Net Assets 2017: $2,394,2532017Assets 2018: $2,350,836Liabilities 2018: $0Net Assets 2018: $2,350,8362018Assets 2019: $2,351,301Liabilities 2019: $0Net Assets 2019: $2,351,3012019Assets 2020: $2,446,744Liabilities 2020: $0Net Assets 2020: $2,446,7442020Assets 2021: $2,418,916Liabilities 2021: $0Net Assets 2021: $2,418,9162021Assets 2022: $2,309,466Liabilities 2022: $0Net Assets 2022: $2,309,4662022Assets 2023: $2,364,046Liabilities 2023: $0Net Assets 2023: $2,364,0462023Assets 2024: $2,341,487Liabilities 2024: $0Net Assets 2024: $2,341,4872024

Highlighted filing

2016

Assets$2,371,501
Liabilities$0
Net Assets$2,371,501

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $10,082Expenses 2013: $157,544Net Income 2013: -$147,4622013Revenue 2014: $104,757Expenses 2014: $186,916Net Income 2014: -$82,1592014Revenue 2015: $111,663Expenses 2015: $190,583Net Income 2015: -$78,9202015Revenue 2016: $71,072Expenses 2016: $182,486Net Income 2016: -$111,4142016Revenue 2017: $209,324Expenses 2017: $186,269Net Income 2017: $23,0552017Revenue 2018: $161,323Expenses 2018: $197,660Net Income 2018: -$36,3372018Revenue 2019: $205,082Expenses 2019: $204,317Net Income 2019: $7652019Revenue 2020: $297,773Expenses 2020: $201,622Net Income 2020: $96,1512020Revenue 2021: $209,553Expenses 2021: $233,941Net Income 2021: -$24,3882021Revenue 2022: $102,786Expenses 2022: $207,968Net Income 2022: -$105,1822022Revenue 2023: $261,388Expenses 2023: $205,978Net Income 2023: $55,4102023Revenue 2024: $183,669Expenses 2024: $211,837Net Income 2024: -$28,1682024

Highlighted filing

2016

Revenue$71,072
Expenses$182,486
Net Income-$111,414
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUME LUCAS MITCHELL JRTrustee/Chai-$5,000-$5,000
MARY LUCAS MITCHELLTrustee/Secr-$5,000-$5,000
REBECCA MITCHELLTrustee-$4,000-$4,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JAMES EPISCOPAL CHURCHSUPPORTPUBLICGREENVILLE, SC, US$100,000
Paid GrantFAITH MEMORIAL CHAPELSUPPORTPUBLICGREENVILLE, SC, US$25,000
Paid GrantINHERITANCE OF HOPESUPPORTPUBLICPISGAH FOREST, NC, US$5,000
Paid GrantEMERSON ROSE HEARTSUPPORTPUBLICCLEMSON, SC, US$4,100
Paid GrantC3 GLOBALSUPPORTPUBLICCLAYTON, NC, US$3,000
Paid GrantATHLETES IN ACTIONSUPPORTPUBLICXENIA, OH, US$1,000
Filing and Contact Details

Filer

Filer Name
Stephen D Mitchell Foundation Inc
EIN
46-0743407
Phone
8644215797
Address
PO BOX 3666, GREENVILLE, SC 29608

Signing Officer

Name
Hume Lucas Mitchell Jr
Title
Trustee/chairman
Phone
8644215797
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Bradshaw Gordon & Clinkscales LLC
Address
630 E WASHINGTON ST STE B, GREENVILLE, SC 29601-2963
Preparer
Peter C Tiffany
Phone
8642330590
Raw XML Appendix354 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE SC ATTORNEY GENERAL RESERVES THE RIGHT TO REQUEST INFORMATION FROM FOUNDATIONS, INCLUDING A COPY OF THE FORM 990-PF. HOWEVER, THE SC ATTORNEY GENERAL'S OFFICE DOES NOT WANT COPIES SENT TO THEM UNLESS THEY REQUEST A COPY OF THE FORM 990-PF. THE FOUNDATION HAS NOT SENT A FORM 990-PF TO THE SC ATTORNEY GENERAL, BUT IS WILLING AND ABLE TO SEND ONE IF REQUESTED.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HUME LUCAS MITCHELL JR
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARY LUCAS MITCHELL
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HUME LUCAS MITCHELL JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARY LUCAS MITCHELL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2REBECCA MITCHELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FAITH MEMORIAL CHAPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JAMES EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ATHLETES IN ACTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3C3 GLOBAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EMERSON ROSE HEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5INHERITANCE OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 10444
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1301 PINEY MOUNTAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2651 TAYLOR DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38246 CLEVELAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 90
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLAYTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLEMSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PISGAH FOREST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327520
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528768
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0138100
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0126641
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126641
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011482
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0116191
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011482
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0139255
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012614
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0116191
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0103577
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01120
OtherDecreasesSchedule/OtherDecreasesDetail/Amt153
OtherDecreasesSchedule/OtherDecreasesDetail/Amt22140
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX PAYMENTS - ESTIMATES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR YEAR EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS - 8
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01723
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027651
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027651
TaxesSchedule/TaxesDetail/Amt01580
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01580
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUME LUCAS MITCHELL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08644215797
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN D MITCHELL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0460743407
ReturnHeader/Filer/PhoneNum08644215797
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3666
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029608
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06A79991D527DFA9380C6F692270E2500D305F4D3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04099E7B41676C281E4669C5ABD391F403C59964E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571060705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADSHAW GORDON & CLINKSCALES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0630 E WASHINGTON ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296012963
ReturnHeader/PreparerPersonGrp/PhoneNum08642330590
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER C TIFFANY
ReturnHeader/ReturnTs02017-05-12T08:37:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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