Civic Intelligence

Forest Lake Educational Foundation Inc.

990EZ • Fiscal year 2017 • EIN 52-0856561

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
6801 Brookfield RoadColumbia, SC 29206

(803) 782-0470

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

8th percentile

-48%

Higher net margin than 8% 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

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$29,138

Down $5,487 (-16%) from 2016

Net Assets

$29,138

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Down

$11,530

Down $3,969 (-26%) from 2016

Expenses

Up

$17,017

Up $6,227 (+58%) from 2016

Net Income

Down

-$5,487

Down $10,196 (-217%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$60K$40K$20K$0Assets 2014: $42,497Liabilities 2014: $02014Assets 2016: $34,625Liabilities 2016: $02016Assets 2017: $29,138Liabilities 2017: $0Net Assets 2017: $29,1382017Assets 2018: $21,927Liabilities 2018: $0Net Assets 2018: $21,9272018Assets 2019: $30,438Liabilities 2019: $0Net Assets 2019: $30,4382019

Highlighted filing

2017

Assets$29,138
Liabilities$0
Net Assets$29,138
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$30K$20K$10K$0-$10KRevenue 2014: $7,269Expenses 2014: $3,156Net Income 2014: $4,1132014Revenue 2016: $15,499Expenses 2016: $10,790Net Income 2016: $4,7092016Revenue 2017: $11,530Expenses 2017: $17,017Net Income 2017: -$5,4872017Revenue 2018: $18,034Expenses 2018: $25,245Net Income 2018: -$7,2112018Revenue 2019: $18,064Expenses 2019: $9,553Net Income 2019: $8,5112019

Highlighted filing

2017

Revenue$11,530
Expenses$17,017
Net Income-$5,487
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$17,678
Mission and Program Overview

Mission

The foundation was established to raise funds and give 100% back to the elementary school for music, art, library, and other education expenses not covered by the elementary school budget.

Program Services

DescriptionGrantsExpenses
GRANTS TO THE ELEMENTARY SCHOOL FOR MUSIC, ART, LIBRARY, AND OTHER EDUCATIONAL EXPENSES NOT COVERED BY THE SCHOOL BUDGET$13,789$17,018
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW TODDPresident-$0--
CHARLIE THOMPSONVice President-$0--
HEATHER SRULEVICHTreasurer-$0--
KATRINA WILSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$15,355$15,355$3,523$11,832
Total Events$15,355$15,355$6,148$9,207
Filing and Contact Details

Filer

Filer Name
Forest Lake Elementary Foundation
EIN
52-0856561
Phone
8037820470
Address
6801 BROOKFIELD ROAD, COLUMBIA, SC 29206

Signing Officer

Name
Andrew Todd
Title
President
Phone
8037820470
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Sellars & Cole LLC
Address
602 MEETING STREET, WEST COLUMBIA, SC 29169-7590
Preparer
Mary Jo Cole
Phone
8037650083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants for library, technology, and other. Grantee name: forest lake elementary. Grantee address: 6801 brookfield road columbia, sc 29206. Date of gift: 10/04/17. Amount given: 13,789.”

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

“Description: outside contract services. Amount: 180. Description: bank supplies and fees. Amount: 9. Description: travel and conferences. Amount: 50. Description: postage and mailing. Amount: 38. Description: business registration fees. Amount: 900. Total to form 990-ez, line 16: 1,177.”

Raw XML Appendix165 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/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029206
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLIE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER SRULEVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATRINA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01177
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED TO RAISE FUNDS AND GIVE 100% BACK TO THE ELEMENTARY SCHOOL FOR MUSIC, ART, LIBRARY, AND OTHER EDUCATION EXPENSES NOT COVERED BY THE ELEMENTARY SCHOOL BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO THE ELEMENTARY SCHOOL FOR MUSIC, ART, LIBRARY, AND OTHER EDUCATIONAL EXPENSES NOT COVERED BY THE SCHOOL BUDGET
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013789
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017018
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt011530
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt011530
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt037325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt048
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
IRS990ScheduleA/PublicSupportPY170Pct00.99720
IRS990ScheduleA/PublicSupportTotal170Amt037325
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011530
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt037325
IRS990ScheduleA/TotalSupportAmt037373
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06148
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01379
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01379
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01246
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01246
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015355
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015355
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09207
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANTS FOR LIBRARY, TECHNOLOGY, AND OTHER. GRANTEE NAME: FOREST LAKE ELEMENTARY. GRANTEE ADDRESS: 6801 BROOKFIELD ROAD COLUMBIA, SC 29206. DATE OF GIFT: 10/04/17. AMOUNT GIVEN: 13,789.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OUTSIDE CONTRACT SERVICES. AMOUNT: 180. DESCRIPTION: BANK SUPPLIES AND FEES. AMOUNT: 9. DESCRIPTION: TRAVEL AND CONFERENCES. AMOUNT: 50. DESCRIPTION: POSTAGE AND MAILING. AMOUNT: 38. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 900. TOTAL TO FORM 990-EZ, LINE 16: 1,177.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW TODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08037820470
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST LAKE ELEMENTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0520856561
ReturnHeader/Filer/PhoneNum08037820470
ReturnHeader/Filer/USAddress/AddressLine1Txt06801 BROOKFIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03675AE0B7182B090EA4664B70E126CC85E1319B3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.70.150
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:21:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582292735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SELLARS & COLE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0602 MEETING STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0291697590
ReturnHeader/PreparerPersonGrp/PhoneNum08037650083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JO COLE
ReturnHeader/ReturnTs02018-11-15T08:52:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,138
Liabilities
$0
Net assets
$29,138
Revenue
$11,530
Expenses
$17,017
Net income
-$5,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$18.1$9.55$8.51
2018Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$18.0$25.2$7.21
2017Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$11.5$17.0$5.49
2016Summary only. Only limited summary data is available for this year.$34.6$0.00$15.5$10.8$4.71
2014Summary only. Only limited summary data is available for this year.$42.5$0.00$7.27$3.16$4.11