Civic Intelligence

Stephen D Mitchell Foundation Inc.

990PF • Fiscal year 2023 • EIN 46-0743407

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 26, 2024

15 Merimac CTGreenville, SC 29609

(864) 421-5797

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$10,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

50th percentile

2.4%

Faster asset growth than 50% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

154%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,364,046

Up $54,580 (+2.4%) from 2022

Net Assets

Up

$2,364,046

Up $54,580 (+2.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$261,388

Up $158,602 (+154%) from 2022

Expenses

Down

$205,978

Down $1,990 (-1.0%) from 2022

Net Income

Up

$55,410

Up $160,592 (+153%) from 2022

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

2023

Assets$2,364,046
Liabilities$0
Net Assets$2,364,046

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

2023

Revenue$261,388
Expenses$205,978
Net Income$55,410
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 26, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUME LUCAS MITCHELL JRPres/Secreta-$10,000-$10,000
MARY LUCAS MITCHELLVP Chairman-$10,000-$10,000
REBECCA MITCHELLTrustee-$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
Stephen D Mitchell Foundation Inc
EIN
46-0743407
Phone
8644215797
Address
15 MERIMAC CT, GREENVILLE, SC 29609

Signing Officer

Name
Mary Lucas Mitchell
Title
VP Chairman
Phone
8644215797
Signed
2024-06-26
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 Appendix361 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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHALLENGE TO CONQUER CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JAMES EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YMCA CAMP GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOLY TRINITY ANGLICAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE FAMILY EFFECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ST ANDREWS PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FAITH CHAPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CANCER SURVIVORS PARK ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 8232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1301 PINEY MOUNTAIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24399 YMCA CAMP RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3717 BUNCOMBE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 11796
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51400 CLEVELAND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61860 REID SCHOOL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt711 FAITH CHAPEL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt852 CLEVELAND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6TAYLORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CEDAR MOUNTAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229635
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd329601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd529607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd629687
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd829601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0145500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0134057
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0151048
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033579
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0166592
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032535
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0175928
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0143393
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0830
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE - BASIS ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028943
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028943
TaxesSchedule/TaxesDetail/Amt02043
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02043
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY LUCAS MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08644215797
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN D MITCHELL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0460743407
ReturnHeader/Filer/PhoneNum08644215797
ReturnHeader/Filer/USAddress/AddressLine1Txt015 MERIMAC CT
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER C TIFFANY
ReturnHeader/ReturnTs02024-07-03T08:45:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY LUCAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MITCHELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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