Civic Intelligence

Anderson School District Five Educational Foundation

990EZ • Fiscal year 2017 • EIN 47-2373444

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 10, 2017

PO Box 439Anderson, SC 29622-0439

(864) 260-5000

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-0.5%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$189,367

Down $1,879 (-1.0%) from 2016

Net Assets

Down

$163,176

Down $392 (-0.2%) from 2016

Liabilities

Down

$26,191

Down $1,487 (-5.4%) from 2016

Revenue

Down

$82,490

Down $51,711 (-39%) from 2016

Expenses

Down

$82,882

Down $49,548 (-37%) from 2016

Net Income

Down

-$392

Down $2,163 (-122%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $196,994Liabilities 2015: $35,197Net Assets 2015: $161,7972015Assets 2016: $191,246Liabilities 2016: $27,678Net Assets 2016: $163,5682016Assets 2017: $189,367Liabilities 2017: $26,191Net Assets 2017: $163,1762017Assets 2018: $192,398Liabilities 2018: $31,501Net Assets 2018: $160,8972018Assets 2019: $287,166Liabilities 2019: $17,5102019Assets 2020: $269,932Liabilities 2020: $3,256Net Assets 2020: $266,6762020Assets 2021: $487,237Liabilities 2021: $2,880Net Assets 2021: $484,3572021Assets 2022: $482,872Liabilities 2022: $6,118Net Assets 2022: $476,7542022Assets 2023: $502,323Liabilities 2023: $7,608Net Assets 2023: $494,7152023Assets 2025: $481,268Liabilities 2025: $52,372Net Assets 2025: $428,8962025

Highlighted filing

2017

Assets$189,367
Liabilities$26,191
Net Assets$163,176

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $105,058Expenses 2015: $50,271Net Income 2015: $54,7872015Revenue 2016: $134,201Expenses 2016: $132,430Net Income 2016: $1,7712016Revenue 2017: $82,490Expenses 2017: $82,882Net Income 2017: -$3922017Revenue 2018: $71,728Expenses 2018: $74,006Net Income 2018: -$2,2782018Revenue 2019: $180,558Expenses 2019: $71,799Net Income 2019: $108,7592019Revenue 2020: $145,623Expenses 2020: $148,603Net Income 2020: -$2,9802020Revenue 2021: $328,992Expenses 2021: $111,311Net Income 2021: $217,6812021Revenue 2022: $264,190Expenses 2022: $271,793Net Income 2022: -$7,6032022Revenue 2023: $181,137Expenses 2023: $163,176Net Income 2023: $17,9612023Revenue 2025: $139,488Expenses 2025: $210,429Net Income 2025: -$70,9412025

Highlighted filing

2017

Revenue$82,490
Expenses$82,882
Net Income-$392
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$82,490
Mission and Program Overview

Mission

Provide education, scholarships and needed materials exclusively for the benefit of anderson school district five.

Provide education, scholarships and needed materials

Program Services

DescriptionGrantsExpenses
ACADEMIC SCHOLARSHIPS, TEACHER GRANTS, STEM, CAREER PATHWAYS, PROFESSIONAL DEVELOPMENT, NURSING SUPPLIES AND BLACK EDUCATORS ASSOCIATION EXPENSES$14,706$41,241
SCIENCE SUMMER CAMP AT A TITLE ONE SCHOOL-$28,779
PROVIDE SUPPLIES, FOOD, SHELTER AND CLOTHING FOR HOMELESS STUDENTS AND THEIR FAMILIES.-$12,862
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR JOHN B WRIGHT JRChairman-$0--
MR ANDY PATRICKVice Chair-$0--
MS JULIE USHERWOODSecretary-$0--
MS ANN HUITTBoard Of Tru-$0--
MR LEE LUFFBoard Of Tru-$0--
MAYOR TERENCE ROBERTSBoard Of Tru-$0--
MS CAROLINE TOLBERTBoard Of Tru-$0--
MR MICHAEL CUNNINGHAMBoard Of Tru-$0--
MS AMY HEARDTreasurer-$0--
MS DANESSA BARRTeacher Of T-$0--
MR KYLE NEWTONExecutive Di-$0--
Filing and Contact Details

Filer

Filer Name
Anderson School District Five
EIN
47-2373444
Phone
8642605000
Address
PO BOX 439, ANDERSON, SC 29622-0439

Signing Officer

Name
Ms Amy Heard
Title
Treasurer
Phone
8642605000
Signed
2017-10-10

Preparer

Firm
Greene Finney & Horton Llp
Address
800 E WASHINGTON ST STE D, GREENVILLE, SC 29601-3054
Preparer
Susan Denise Eidson CPA
Phone
8642325204
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Scholarship/grants 14,706 0 0

Form 990-ez, Part I, Line 16

Expenses telephone 632 technology 2,000 evaluations - pur service 1,969 student services 3,755 transportation 6,385 supplies 2,031 supplies 12,511 supplies 8,475 supplies 5,917 field trips 3,925 field trips 3,411 total 51,011

Form 990-ez, Part II, Line 26

Due to general fund 27,678 26,191

Raw XML Appendix179 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDERSON SCHOOL DISTRICT 5
IRS990EZ/BooksInCareOfDetail/PhoneNum08642605000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 PEARMAN DAIRY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANDERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029625
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0191246
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0189367
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt082246
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-392
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0191246
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0189367
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014706
IRS990EZ/GrossReceiptsAmt082490
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0244
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIEDACCRUAL
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163568
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163176
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0163568
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0163176
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MR JOHN B WRIGHT JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MR ANDY PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MS JULIE USHERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MS ANN HUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MR LEE LUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MAYOR TERENCE ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MS CAROLINE TOLBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MR MICHAEL CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MS AMY HEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MS DANESSA BARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MR KYLE NEWTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD OF TRU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD OF TRU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD OF TRU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD OF TRU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD OF TRU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TEACHER OF T
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051011
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION, SCHOLARSHIPS AND NEEDED MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLIES, FOOD, SHELTER AND CLOTHING FOR HOMELESS STUDENTS AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCIENCE SUMMER CAMP AT A TITLE ONE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ACADEMIC SCHOLARSHIPS, TEACHER GRANTS, STEM, CAREER PATHWAYS, PROFESSIONAL DEVELOPMENT, NURSING SUPPLIES AND BLACK EDUCATORS ASSOCIATION EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012862
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128779
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt241241
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017165
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt027678
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026191
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082882
IRS990EZ/TotalProgramServiceExpensesAmt082882
IRS990EZ/TotalRevenueAmt082490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ANDERSON5.NET
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0133987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0104980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0321213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0244
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0214
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0536
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0214
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0536
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt0321213
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0133987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104980
IRS990ScheduleA/Total509Grp/TotalAmt0321213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0134201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105058
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0321749
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/ExplanationTxt0SCHOLARSHIP/GRANTS 14,706 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TELEPHONE 632 TECHNOLOGY 2,000 EVALUATIONS - PUR SERVICE 1,969 STUDENT SERVICES 3,755 TRANSPORTATION 6,385 SUPPLIES 2,031 SUPPLIES 12,511 SUPPLIES 8,475 SUPPLIES 5,917 FIELD TRIPS 3,925 FIELD TRIPS 3,411 TOTAL 51,011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO GENERAL FUND 27,678 26,191
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MS AMY HEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08642605000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDERSON SCHOOL DISTRICT FIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANDE
ReturnHeader/Filer/EIN0472373444
ReturnHeader/Filer/PhoneNum08642605000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 439
ReturnHeader/Filer/USAddress/CityNm0ANDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0296220439
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA56E8B13340A78203715B984225993EAB02A7DA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0754B8587861A385138820C35BF2821C9220ADCD3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522212837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENE FINNEY & HORTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 E WASHINGTON ST STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296013054
ReturnHeader/PreparerPersonGrp/PhoneNum08642325204
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN DENISE EIDSON CPA
ReturnHeader/ReturnTs02017-11-07T18:18:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits