Civic Intelligence

Spartanburg County Foundation

990 • Fiscal year 2011 • EIN 57-0351398

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 21, 2012

424 E Kennedy Street29302
Siviq Scores

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

Liabilities / Assets

39th percentile

0.25x

Higher debt load relative to assets than 39% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

37th percentile

1.1%

Faster asset growth than 37% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$89,449,800

Up $965,358 (+1.1%) from 2010

Net Assets

Down

$66,952,560

Down $943,316 (-1.4%) from 2010

Liabilities

Up

$22,497,240

Up $1,908,674 (+9.3%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,786,586

Up $540,183 (+7.5%) from 2010

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.

$300M$200M$100M$0Assets 2010: $88,484,442Liabilities 2010: $20,588,566Net Assets 2010: $67,895,8762010Assets 2011: $89,449,800Liabilities 2011: $22,497,240Net Assets 2011: $66,952,5602011Assets 2012: $109,237,666Liabilities 2012: $24,809,511Net Assets 2012: $84,428,1552012Assets 2013: $126,211,041Liabilities 2013: $30,696,143Net Assets 2013: $95,514,8982013Assets 2014: $133,630,616Liabilities 2014: $30,175,571Net Assets 2014: $103,455,0452014Assets 2015: $138,609,403Liabilities 2015: $31,078,971Net Assets 2015: $107,530,4322015Assets 2016: $147,932,797Liabilities 2016: $32,085,244Net Assets 2016: $115,847,5532016Assets 2017: $164,707,224Liabilities 2017: $35,694,988Net Assets 2017: $129,012,2362017Assets 2018: $156,091,906Liabilities 2018: $33,486,589Net Assets 2018: $122,605,3172018Assets 2019: $181,263,172Liabilities 2019: $28,421,034Net Assets 2019: $152,842,1382019Assets 2020: $210,601,978Liabilities 2020: $36,081,627Net Assets 2020: $174,520,3512020Assets 2021: $213,613,348Liabilities 2021: $17,002,751Net Assets 2021: $196,610,5972021Assets 2022: $187,108,813Liabilities 2022: $7,536,946Net Assets 2022: $179,571,8672022Assets 2023: $224,655,520Liabilities 2023: $6,769,550Net Assets 2023: $217,885,9702023Assets 2024: $247,921,619Liabilities 2024: $7,219,301Net Assets 2024: $240,702,3182024

Highlighted filing

2011

Assets$89,449,800
Liabilities$22,497,240
Net Assets$66,952,560

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $7,246,4032010Expenses 2011: $7,786,5862011Expenses 2012: $10,850,3182012Revenue 2013: $11,765,428Expenses 2013: $8,058,741Net Income 2013: $3,706,6872013Revenue 2014: $15,405,286Expenses 2014: $8,451,845Net Income 2014: $6,953,4412014Revenue 2015: $19,168,675Expenses 2015: $11,912,807Net Income 2015: $7,255,8682015Revenue 2016: $14,682,178Expenses 2016: $9,216,277Net Income 2016: $5,465,9012016Revenue 2017: $16,203,696Expenses 2017: $13,505,353Net Income 2017: $2,698,3432017Revenue 2018: $20,421,535Expenses 2018: $16,936,687Net Income 2018: $3,484,8482018Revenue 2019: $33,790,059Expenses 2019: $15,266,040Net Income 2019: $18,524,0192019Revenue 2020: $26,341,368Expenses 2020: $13,615,669Net Income 2020: $12,725,6992020Revenue 2021: $29,550,562Expenses 2021: $18,209,904Net Income 2021: $11,340,6582021Revenue 2022: $21,477,572Expenses 2022: $21,761,604Net Income 2022: -$284,0322022Revenue 2023: $54,208,519Expenses 2023: $33,170,987Net Income 2023: $21,037,5322023Revenue 2024: $48,563,790Expenses 2024: $39,767,079Net Income 2024: $8,796,7112024

Highlighted filing

2011

Revenue-
Expenses$7,786,586
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 21, 2012
Return Version
2011v1.2
Gross Receipts
$10,140,797
Mission and Program Overview

Mission

The spartanburg county foundation is committed to improving the lives of spartanburg county residents by promoting philanthropy, encouraging community engagement, and responding to community needs.

Filing and Contact Details

Filer

EIN
57-0351398
Raw XML AppendixShowing 400 of 1,646 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0SPARTANBURG COUNTY FOUNDATION IS A NAMED BENEFICIARY OF ELEVEN CHARITABLE TRUSTS. THE TOTAL ASSETS ARE $8,741,297 AND LIABILITIES TO THIRD PARTIES ARE $8,741,297. SPARTANBURG COUNTY FOUNDATION HAS ANNUITIES WITH SIX INDIVIDUALS THAT ARE PAID EITHER MONTHLY, QUARTERLY OR ANNUALLY. THE ANNUAL PAYMENTS ARE $54,303. THE TOTAL ASSETS AT DECEMBER 31, 2011 WAS $495,744. THERE ARE THIRTEEN FUNDS THAT DO NOT HAVE TRUST AGREEMENTS AND CAN REQUEST THE RETURN OF THEIR FUND AT ANYTIME. THE TOTAL ASSETS AND LIABILITY FOR THESE FUNDS ARE $13,736,807.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1FUNDRAISING EXPENSES 32,150. INTERFUND FEES 734,198.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CONTRIBUTIONS 2,695,951. INVESTMENT INCOME -726,524. MISCELLANEOUS 1,634.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3FUNDRAISING EXPENSES 32,150. INTERFUND FEES 537,878.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4GRANTS 946,884. GRANT EXPENSES 26,379.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation5PART XII, LINE 2D INCOME ON BOOKS NOT ON RETURN FUND RAISING EXPENSES NETTED AGAINST INCOME 27,573 INTERFUND FEES 511,809 PART XII, LINE 4B IKNCOME ON RETURN NOT ON BOOKS FASB 136 AGENCY FUND INVESTMENT INCOME 3,187,721 CONTRIBUTIONS 1,946,045 MISCELLENEOUS INCOME 25,950
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation6PART XIII, ITEM 2D EXPENSE ON BOOKS NOT ON RETURN INTERFUND FEES 369,010 FUNDRAISING EXPENSES NETTED AGAINST INCOME 27,573 PART XIII, ITEM 4B EXPENSES ON RETURN NOT ON BOOKS FASB 136 AGENCY FUNDS GRANTS 1,225,130 OPERATING EXPENSES 135,796
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XIII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleD/OtherSecurities/BookValue133828186
IRS990ScheduleD/OtherSecurities/BookValue143065972
IRS990ScheduleD/OtherSecurities/BookValue155305639
IRS990ScheduleD/OtherSecurities/BookValue163665895
IRS990ScheduleD/OtherSecurities/BookValue173653360
IRS990ScheduleD/OtherSecurities/Description0WINSTON HEDGED EQUITY FUND
IRS990ScheduleD/OtherSecurities/Description1WACHOVIA BANK
IRS990ScheduleD/OtherSecurities/Description2T ROWE PRICE MID CAP EQUITY GRT ROWE PRICE
IRS990ScheduleD/OtherSecurities/Description3PIMCOTOTAL RETURN
IRS990ScheduleD/OtherSecurities/Description4SANDERSON INTERNATIONAL VALUE
IRS990ScheduleD/OtherSecurities/Description5VANGUARD INSTITUTIONAL INDEX
IRS990ScheduleD/OtherSecurities/Description6AXIOM INTERNATIONAL
IRS990ScheduleD/OtherSecurities/Description7NYE LEDGE CAPITAL
IRS990ScheduleD/OtherSecurities/Description8CHARITABLE TRUST
IRS990ScheduleD/OtherSecurities/Description9ACADIAN INTERNATIONAL SM CAP
IRS990ScheduleD/OtherSecurities/Description10ADVISORY RESEARCH SM/MID CAP
IRS990ScheduleD/OtherSecurities/Description11VANGUARD INFOATION-PROTECTED
IRS990ScheduleD/OtherSecurities/Description12AEW GLOBAL PROPERTY SECURITIES
IRS990ScheduleD/OtherSecurities/Description13WELLINGTON - WTC-CCTF DIVERSIF
IRS990ScheduleD/OtherSecurities/Description14EATON VANCE STRUCTURED EMERGIN
IRS990ScheduleD/OtherSecurities/Description15WEATHERLOW OFFSHORE FUND I
IRS990ScheduleD/OtherSecurities/Description16VANGUARD INTER-TERM TREASURY
IRS990ScheduleD/OtherSecurities/Description17FRANKLIN TEMPLETON
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/OtherSecurities/MethodOfValuation3F
IRS990ScheduleD/OtherSecurities/MethodOfValuation4F
IRS990ScheduleD/OtherSecurities/MethodOfValuation5F
IRS990ScheduleD/OtherSecurities/MethodOfValuation6F
IRS990ScheduleD/OtherSecurities/MethodOfValuation7F
IRS990ScheduleD/OtherSecurities/MethodOfValuation8F
IRS990ScheduleD/OtherSecurities/MethodOfValuation9F
IRS990ScheduleD/OtherSecurities/MethodOfValuation10F
IRS990ScheduleD/OtherSecurities/MethodOfValuation11F
IRS990ScheduleD/OtherSecurities/MethodOfValuation12F
IRS990ScheduleD/OtherSecurities/MethodOfValuation13F
IRS990ScheduleD/OtherSecurities/MethodOfValuation14F
IRS990ScheduleD/OtherSecurities/MethodOfValuation15F
IRS990ScheduleD/OtherSecurities/MethodOfValuation16F
IRS990ScheduleD/OtherSecurities/MethodOfValuation17F
IRS990ScheduleD/RevenueNotRptdF9900-2499029
IRS990ScheduleD/RevenueNotRptdOnFinStmt01971061
IRS990ScheduleD/RevenueSubtotal08137586
IRS990ScheduleD/TotalAdjustments0-3265377
IRS990ScheduleD/TotalExpenses07786586

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$248$7.22$241$48.6$39.8$8.80
2023Detailed filing. Detailed filing data is available for this year.$225$6.77$218$54.2$33.2$21.0
2022Detailed filing. Detailed filing data is available for this year.$187$7.54$180$21.5$21.8$0.28
2021Detailed filing. Detailed filing data is available for this year.$214$17.0$197$29.6$18.2$11.3
2020Detailed filing. Detailed filing data is available for this year.$211$36.1$175$26.3$13.6$12.7
2019Detailed filing. Detailed filing data is available for this year.$181$28.4$153$33.8$15.3$18.5
2018Detailed filing. Detailed filing data is available for this year.$156$33.5$123$20.4$16.9$3.48
2017Detailed filing. Detailed filing data is available for this year.$165$35.7$129$16.2$13.5$2.70
2016Detailed filing. Detailed filing data is available for this year.$148$32.1$116$14.7$9.22$5.47
2015Detailed filing. Detailed filing data is available for this year.$139$31.1$108$19.2$11.9$7.26
2014Detailed filing. Detailed filing data is available for this year.$134$30.2$103$15.4$8.45$6.95
2013Detailed filing. Detailed filing data is available for this year.$126$30.7$95.5$11.8$8.06$3.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$109$24.8$84.4$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.4$22.5$67.0$7.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.5$20.6$67.9$7.25