Civic Intelligence

Lee and Sumter County Alliance

EIN 46-5549999 • 501(c)3 • Sumter, SC

Profile

To position and market the assets of Lee and Sumter Counties in South Carolina to compete successfully for global business investment.

32 E Calhoun StSumter, SC 29150

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

53%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,759,131

Up $435,153 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,759,131

Up $435,153 (+13%) from 2023

Revenue

Up

$941,512

Up $326,398 (+53%) from 2023

Expenses

Down

$506,359

Down $229,958 (-31%) from 2023

Net Income

Up

$435,153

Up $556,356 (+459%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $183,223Liabilities 2015: $0Net Assets 2015: $183,2232015Assets 2016: $487,316Liabilities 2016: $26,418Net Assets 2016: $460,8982016Assets 2017: $733,708Liabilities 2017: $38,061Net Assets 2017: $695,6472017Assets 2018: $1,116,894Liabilities 2018: $0Net Assets 2018: $1,116,8942018Assets 2019: $1,618,047Liabilities 2019: $0Net Assets 2019: $1,618,0472019Assets 2020: $1,845,175Liabilities 2020: $0Net Assets 2020: $1,845,1752020Assets 2021: $2,308,997Liabilities 2021: $0Net Assets 2021: $2,308,9972021Assets 2022: $3,445,181Liabilities 2022: $0Net Assets 2022: $3,445,1812022Assets 2023: $3,323,978Liabilities 2023: $0Net Assets 2023: $3,323,9782023Assets 2024: $3,759,131Liabilities 2024: $0Net Assets 2024: $3,759,1312024

Highlighted filing

2024

Assets$3,759,131
Liabilities$0
Net Assets$3,759,131

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2015: $371,650Expenses 2015: $188,427Net Income 2015: $183,2232015Revenue 2016: $462,648Expenses 2016: $184,973Net Income 2016: $277,6752016Revenue 2017: $552,044Expenses 2017: $317,295Net Income 2017: $234,7492017Revenue 2018: $840,500Expenses 2018: $419,253Net Income 2018: $421,2472018Revenue 2019: $826,185Expenses 2019: $325,032Net Income 2019: $501,1532019Revenue 2020: $614,068Expenses 2020: $386,940Net Income 2020: $227,1282020Revenue 2021: $676,522Expenses 2021: $212,700Net Income 2021: $463,8222021Revenue 2022: $1,563,627Expenses 2022: $427,443Net Income 2022: $1,136,1842022Revenue 2023: $615,114Expenses 2023: $736,317Net Income 2023: -$121,2032023Revenue 2024: $941,512Expenses 2024: $506,359Net Income 2024: $435,1532024

Highlighted filing

2024

Revenue$941,512
Expenses$506,359
Net Income$435,153

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$941,512
Mission and Program Overview

Mission

To position and market the assets of lee and sumter counties in south carolina to compete successfully for global business investment.

To increase the number of industrial prospects and volume of economic deal flow in lee county

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,323,978$3,759,131▲ $435,153
Other Notes and Loans Receivable, Net$1,517,977$1,773,349▲ $255,372
Cash and Non-Interest-Bearing Accounts$803,240$622,033▼ $181,207
Land, Buildings, and Equipment, Net$189,344$189,344→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,323,978$3,759,131▲ $435,153
Other Assets Total$813,417$1,174,405▲ $360,988
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,323,978$3,759,131▲ $435,153
Total Liabilities and Net Assets / Fund Balance$3,323,978$3,759,131▲ $435,153

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$189,344-$189,344
Other Assets Org$1,174,405--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gordon EckleyChairman
Jay DavisVice-chairman
Bruce SnipesMember
Greg ThompsonMember
Herb McclaryMember
Jess WilliamsMember
Thompson IsaacMember
Revenue and Support

Revenue Composition

Contributions and Grants
$914,105
Program Service Revenue
$0
Investment Income
$27,407
Other Revenue
$0
All Other Contributions
$449,125
Change in Net Assets
$435,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$506,359
Total Fundraising Expense$50
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$12,463-$12,463
Other Expenses$9,526-$50$9,576
Travel$3,489--$3,489
Total Functional Expenses$493,846$12,463$50$506,359
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

Form 990, Part VI, Section A, Line 6

Thelink has members who have the ability to approve their governing directors.

Form 990, Part VI, Section A, Line 7A

The members have the ability to elect the governing body of thelink

Form 990, Part VI, Section B, Line 11B

A copy of form 990 has been provided to the governing body.

Form 990, Part VI, Section C, Line 19

The documents are available upon written request.

Filing and Contact Details

Filer

Filer Name
Lee and Sumter County Alliance
EIN
46-5549999
Phone
8039054000
Address
32 E CALHOUN ST, SUMTER, SC 29150

Signing Officer

Name
Jay Davis
Title
Vice-chairman
Phone
8039054000
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Davis
Formed
2014
Legal Domicile
Sc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Websterrogers Llp
Address
1411 2ND LOOP RD, FLORENCE, SC 29505
Preparer
Tabatha R Bellflowersea
Phone
8436655900
Raw XML Appendix343 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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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03323978
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03759131
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03489
IRS990/TravelGrp/TotalAmt03489
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt032 E CALHOUN ST
IRS990/USAddress/CityNm0SUMTER
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029150
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08039054000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE AND SUMTER COUNTY ALLIANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THELINK
ReturnHeader/Filer/BusinessNameControlTxt0LEEA
ReturnHeader/Filer/EIN0465549999
ReturnHeader/Filer/PhoneNum08039054000
ReturnHeader/Filer/USAddress/AddressLine1Txt032 E CALHOUN ST
ReturnHeader/Filer/USAddress/CityNm0SUMTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570776381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBSTERROGERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 2ND LOOP RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029505
ReturnHeader/PreparerPersonGrp/PhoneNum08436655900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TABATHA R BELLFLOWERSEA
ReturnHeader/ReturnTs02025-05-13T09:35:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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