Civic Intelligence

Woodlands Legacy Fund

EIN 46-5248150 • 501(c)3 • Greenville, SC

Profile

To provide a means for philanthropic assistance to the woodlands at furman continuing care retirement community.

1500 Trailhead CourtGreenville, SC 29617

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

83rd percentile

34%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

89th percentile

74%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$0

Down $70,301 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $70,301 (-100%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin87th percentile

Revenue

Up

$58,333

Up $16,291 (+39%) from 2019

Expenses

Down

$17,894

Down $6,360 (-26%) from 2019

Net Income

Up

$40,439

Up $22,651 (+127%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$80K$60K$40K$20K$0Assets 2014: $483Liabilities 2014: $0Net Assets 2014: $4832014Assets 2015: $7,327Liabilities 2015: $0Net Assets 2015: $7,3272015Assets 2016: $12,258Liabilities 2016: $0Net Assets 2016: $12,2582016Assets 2017: $36,519Liabilities 2017: $0Net Assets 2017: $36,5192017Assets 2018: $52,513Liabilities 2018: $0Net Assets 2018: $52,5132018Assets 2019: $70,301Liabilities 2019: $0Net Assets 2019: $70,3012019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$60K$40K$20K$0Revenue 2014: $483Expenses 2014: $0Net Income 2014: $4832014Revenue 2015: $7,688Expenses 2015: $844Net Income 2015: $6,8442015Revenue 2016: $6,112Expenses 2016: $1,181Net Income 2016: $4,9312016Revenue 2017: $26,200Expenses 2017: $1,939Net Income 2017: $24,2612017Revenue 2018: $24,190Expenses 2018: $8,196Net Income 2018: $15,9942018Revenue 2019: $42,042Expenses 2019: $24,254Net Income 2019: $17,7882019Revenue 2020: $58,333Expenses 2020: $17,894Net Income 2020: $40,4392020

Highlighted filing

2020

Revenue$58,333
Expenses$17,894
Net Income$40,439
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$58,333
Expenses
$17,894
Net income
$40,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$58.3$17.9$40.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$0.00$70.3$42.0$24.3$17.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.5$0.00$52.5$24.2$8.20$16.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.5$0.00$36.5$26.2$1.94$24.3
2016Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$6.11$1.18$4.93
2015Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$7.69$0.84$6.84
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.48$0.00$0.48
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Dec 19, 2017
Return Version
2016v3.0
Gross Receipts
$6,112
Mission and Program Overview

Mission

To provide a means for philanthropic assistance to the woodlands at furman continuing care retirement community.

To provide a means for philanthrophic assistance to the woodlands at furman continuing care retirement community.

Program Services

DescriptionGrantsExpenses
TO PROVIDE A MEANS FOR PHILANTHROPHIC ASSISTANCE TO THE WOODLANDS AT FURMAN CONTINUING CARE RETIREMENT COMMUNITY.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM SMITHPresident-$0--
W BEN DEIBLERVice President-$0--
DR BRUCE BROWNSecretary/Treasurer-$0--
DR SARAH FLETCHERMember-$0--
WALTER GOLDSMITHMember-$0--
ELAINE GUYTONMember-$0--
CLARE MORRISMember-$0--
BEN NORWOOD IIIMember-$0--
Filing and Contact Details

Filer

Filer Name
Woodlands Legacy Fund
EIN
46-5248150
Phone
8643713100
Address
1500 TRAILHEAD COURT, GREENVILLE, SC 29617

Signing Officer

Name
Dr John Sanders
Title
President
Phone
8643713100
Signed
2017-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Moore Stephens Lovelace Pa
Address
201 EAST KENNEDY BLVD SUITE 650, TAMPA, FL 33602
Preparer
Kurt a Alter CPA
Phone
8133142600
Supplemental Narrative

Additional Explanations

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

“Description: activity center. Amount: 1,181.”

Raw XML Appendix177 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEVIN PARKER
IRS990EZ/BooksInCareOfDetail/PhoneNum08643713100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01500 TRAILHEAD CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029617
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012258
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04931
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012258
IRS990EZ/GrossReceiptsAmt06112
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012258
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012258
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1W BEN DEIBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR BRUCE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR SARAH FLETCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WALTER GOLDSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELAINE GUYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CLARE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BEN NORWOOD III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01181
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A MEANS FOR PHILANTHROPHIC ASSISTANCE TO THE WOODLANDS AT FURMAN CONTINUING CARE RETIREMENT COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt06112
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE A MEANS FOR PHILANTHROPHIC ASSISTANCE TO THE WOODLANDS AT FURMAN CONTINUING CARE RETIREMENT COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01181
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt06112
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0510553716
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UPSTATE SENIOR LIVING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACTIVITY CENTER. AMOUNT: 1,181.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JOHN SANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08643713100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODLANDS LEGACY FUND
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0465248150
ReturnHeader/Filer/PhoneNum08643713100
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 TRAILHEAD COURT
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029617
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A6970DBB2853E0D2E5FB43C562937A4824D79D77
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A6970DBB2853E0D2E5FB43C562937A4824D79D77
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.121.122
ReturnHeader/FilingSecurityInformation/IPDt02017-12-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:52:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593070669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORE STEPHENS LOVELACE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 EAST KENNEDY BLVD SUITE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08133142600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KURT A ALTER CPA
ReturnHeader/ReturnTs02017-12-20T08:49:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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