Civic Intelligence

Anderson School District Five Educational Foundation

990EZ • Fiscal year 2016 • EIN 47-2373444

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 24, 2016

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.

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

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

46th percentile

1.3%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$191,246

Down $5,748 (-2.9%) from 2015

Net Assets

Up

$163,568

Up $1,771 (+1.1%) from 2015

Liabilities

Down

$27,678

Down $7,519 (-21%) from 2015

Revenue

Up

$134,201

Up $29,143 (+28%) from 2015

Expenses

Up

$132,430

Up $82,159 (+163%) from 2015

Net Income

Down

$1,771

Down $53,016 (-97%) from 2015

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

2016

Assets$191,246
Liabilities$27,678
Net Assets$163,568

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

2016

Revenue$134,201
Expenses$132,430
Net Income$1,771
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$134,201
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$2,000$83,293
SCIENCE SUMMER CAMP AT A TITLE ONE SCHOOL-$31,071
PROVIDE SUPPLIES, FOOD, SHELTER AND CLOTHING FOR HOMELESS STUDENTS AND THEIR FAMILIES.-$17,480
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR JOHN B WRIGHT JRChairman-$0--
MR ANDY PATRICKVice Chair-$0--
MS JULIE USHERWOODSecretary-$0--
ANN HUITTBoard Of Tru-$0--
LEE LUFFBoard Of Tru-$0--
MAYOR TERENCE ROBERTSBoard Of Tru-$0--
MARJORIE CARIOSELLOBoard Of Tru-$0--
MS CAROLINE TOLBERTBoard Of Tru-$0--
MR MICHAEL CUNNINGHAMBoard Of Tru-$0--
AMY HEARDTreasurer-$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
Amy Heard
Title
Treasurer
Phone
8642605000
Signed
2016-10-24

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses computer software 2,500 supplies 17,480 supplies 23,242 camp discovery 31,071 general admin 586 scabse training/education 133 teacher grants 22,298 nursing supplies 1,477 student tuition 12,035 furniture 19,608 total 130,430

Form 990-ez, Part II, Line 24

Accounts receivable 250 0 total 250 0

Form 990-ez, Part II, Line 26

Due to g/f - educational found 35,197 27,678

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08642605000
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANDERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MethodOfAccountingOtherDesc0MODIFIEDACCRUAL
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163568
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MR JOHN B WRIGHT JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MR ANDY PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MS JULIE USHERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN HUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEE LUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MAYOR TERENCE ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARJORIE CARIOSELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MS CAROLINE TOLBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MR MICHAEL CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY HEARD
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/TitleTxt8BOARD OF TRU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0250
IRS990EZ/OtherExpensesTotalAmt0130430
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION, SCHOLARSHIPS AND NEEDED MATERIALS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCIENCE SUMMER CAMP AT A TITLE ONE SCHOOL
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt131071
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt283293
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035197
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt027678
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132430
IRS990EZ/TotalProgramServiceExpensesAmt0131844
IRS990EZ/TotalRevenueAmt0134201
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ANDERSON5.NET
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0133987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0104980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0238967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0214
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0134201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105058
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0239259
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/ExplanationTxt0EXPENSES COMPUTER SOFTWARE 2,500 SUPPLIES 17,480 SUPPLIES 23,242 CAMP DISCOVERY 31,071 GENERAL ADMIN 586 SCABSE TRAINING/EDUCATION 133 TEACHER GRANTS 22,298 NURSING SUPPLIES 1,477 STUDENT TUITION 12,035 FURNITURE 19,608 TOTAL 130,430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 250 0 TOTAL 250 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO G/F - EDUCATIONAL FOUND 35,197 27,678
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY HEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08642605000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
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/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/PreparationDt02016-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS H HORTON III CPA
ReturnHeader/ReturnTs02016-10-26T14:43:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings