Civic Intelligence

Wateree Dreams Foundation

990PF • Fiscal year 2012 • EIN 56-2112579

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 28, 2013

273 Blue Heron Drive29732
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

52nd percentile

1.1%

Faster asset growth than 52% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,212,497

Up $12,855 (+1.1%) from 2011

Net Assets

$1,212,497

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$82,744

Up $2,861 (+3.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,199,642Liabilities 2011: $02011Assets 2012: $1,212,497Liabilities 2012: $0Net Assets 2012: $1,212,4972012Assets 2013: $1,196,533Liabilities 2013: $0Net Assets 2013: $1,196,5332013Assets 2014: $1,181,342Liabilities 2014: $0Net Assets 2014: $1,181,3422014Assets 2015: $1,126,429Liabilities 2015: $0Net Assets 2015: $1,126,4292015Assets 2016: $1,090,799Liabilities 2016: $0Net Assets 2016: $1,090,7992016Assets 2017: $1,056,340Liabilities 2017: $0Net Assets 2017: $1,056,3402017Assets 2018: $1,016,666Liabilities 2018: $0Net Assets 2018: $1,016,6662018Assets 2019: $990,120Liabilities 2019: $12019Assets 2020: $968,223Liabilities 2020: $0Net Assets 2020: $968,2232020Assets 2021: $900,004Liabilities 2021: $0Net Assets 2021: $900,0042021Assets 2022: $920,593Liabilities 2022: $0Net Assets 2022: $920,5932022Assets 2023: $858,644Liabilities 2023: $12023

Highlighted filing

2012

Assets$1,212,497
Liabilities$0
Net Assets$1,212,497

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $46,124Expenses 2011: $79,883Net Income 2011: -$33,7592011Expenses 2012: $82,7442012Revenue 2013: $65,604Expenses 2013: $81,568Net Income 2013: -$15,9642013Revenue 2014: $68,012Expenses 2014: $83,959Net Income 2014: -$15,9472014Revenue 2015: $24,691Expenses 2015: $83,327Net Income 2015: -$58,6362015Revenue 2016: $40,279Expenses 2016: $76,959Net Income 2016: -$36,6802016Revenue 2017: $38,000Expenses 2017: $74,909Net Income 2017: -$36,9092017Revenue 2018: $51,674Expenses 2018: $93,566Net Income 2018: -$41,8922018Revenue 2019: $87,414Expenses 2019: $80,405Net Income 2019: $7,0092019Revenue 2020: $98,834Expenses 2020: $82,537Net Income 2020: $16,2972020Revenue 2021: $72,402Expenses 2021: $83,151Net Income 2021: -$10,7492021Revenue 2022: $16,567Expenses 2022: $95,542Net Income 2022: -$78,9752022Revenue 2023: $31,354Expenses 2023: $82,307Net Income 2023: -$50,9532023

Highlighted filing

2012

Revenue-
Expenses$82,744
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 28, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD K CARLISLEPresidentPT$0--
KAY M CARLISLESecretaryPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWOFFORD COLLEGEScholarshipsEXEMPTSPARTANBURG, SC, US$20,000
Paid GrantWESTMINSTER TOWERSExpensesExemptROCK HILL, SC, US$11,043
Paid GrantREFORMED THEOLOGICAL SEMINARYScholarshipsExemptCHARLOTTE, NC, US$10,000
Paid GrantWESTMINSTER PRESYBYTERIAN CHURCHExpensesExemptROCK HILL, SC, US$5,604
Paid GrantMEDICAL UNIVERSITY OF SOUTH CAROLINAEXPENSESEXEMPTCHARLESTON, SC, US$4,000
Paid GrantLUTHER RICE SEMINARYEXPENSESEXEMPTLITHONIA, GA, US$3,000
Paid GrantJAARSGlobal Program FundEXEMPTWAXHAW, NC, US$3,000
Paid GrantNEW WAPPETAW PRESBYTERIAN CHURCHBuilding FundExemptMCCLELLANVILLE, SC, US$2,000
Paid GrantJUNIOR WELFARE LEAGUEExpensesExemptROCK HILL, SC, US$1,500
Paid GrantROCK HILL PARKS FOUNDATION FUNDEXPENSESEXEMPTROCK HILL, SC, US$1,200
Paid GrantMWE SCHOOL OF MINISTRYExpensesEXEMPTSNELLVILLE, GA, US$1,000
Paid GrantFOUNDATION OF THE CAROLINASExpensesExemptCHARLOTTE, NC, US$1,000
Paid GrantCHRYSALIS AUTISM CENTERExpensesExemptROCK HILL, SC, US$1,000
Paid GrantCHARLESTON SOUTHERN UNIVERSITYExpensesExemptCHARLESTON, SC, US$1,000
Paid GrantMCCLELLANVILLE ARTS COUNCILEXPENSESEXEMPTMCCLELLANVILLE, SC, US$250
Paid GrantTHE VILLAGE MUSEUMEXPENSESEXEMPTMCCLELLANVILLE, SC, US$250
Filing and Contact Details

Filer

EIN
56-2112579
Raw XML AppendixShowing 400 of 543 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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IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/CurrentYear01212497
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IRS990PF/QualifyingDistributions/QualifyingDistributions065847
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber14
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Interest On Savings Account
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1Dividends from Investments
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2Realized Gain from Sale of Investments
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0RICHARD K CARLISLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08033279107
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10273 BLUE HERON DR ROCK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HILL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0SC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode029732
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0SC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
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IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst10X
IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst20X
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10Wofford College429 North Church StreetSpartanburg, SC 29303
IRS990PF/SummaryOfDirectCharitableActy/Description20Reformed Theological Seminary2101 Carmel RoadCharlotte,NC 28226
IRS990PF/SummaryOfDirectCharitableActy/Description30Westminster Towers1330 India Hook RoadRock Hill, SC 29732
IRS990PF/SummaryOfDirectCharitableActy/Description40Westminster Presybyterian Church1320 India Hook RoadRock Hill, SC 29732
IRS990PF/SummaryOfDirectCharitableActy/Expenses1020000
IRS990PF/SummaryOfDirectCharitableActy/Expenses2010000
IRS990PF/SummaryOfDirectCharitableActy/Expenses3011043
IRS990PF/SummaryOfDirectCharitableActy/Expenses405604
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NOT APPLICABLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0NOT APPLICABLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10273 BLUE HERON DRIVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ROCK HILL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0SC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode029732
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NOT APPLICABLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NOT APPLICABLE
IRS990PF/SupplementaryInformation/ContributingManager0RICHARD AND KAY CARLISLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount54000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount73000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount95604
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1211043
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount131500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount142000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount151000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Scholarships
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Scholarships
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Expenses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Global Program Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9Expenses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10Expenses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11Expenses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12Expenses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13Expenses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14Building Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15Expenses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10REFORMED THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WOFFORD COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12LUTHER RICE SEMINARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MCCLELLANVILLE ARTS COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE VILLAGE MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15MEDICAL UNIVERSITY OF SOUTH CAROLINA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16MWE SCHOOL OF MINISTRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17JAARS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18ROCK HILL PARKS FOUNDATION FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19WESTMINSTER PRESYBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110FOUNDATION OF THE CAROLINAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111CHRYSALIS AUTISM CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112WESTMINSTER TOWERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113JUNIOR WELFARE LEAGUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114NEW WAPPETAW PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine115CHARLESTON SOUTHERN UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9Exempt

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.86$0.00$0.03$0.08$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.02$0.10$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.07$0.08$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.10$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$0.99$0.00$0.09$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.07$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.02$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.08$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.08
2011Summary only. Only limited summary data is available for this year.$1.20$0.00$0.05$0.08$0.03