Civic Intelligence

United Way of Oconee County Inc

EIN 57-0479292 • 501(c)3 • Seneca, SC

Profile

To coordinate and develop resources to identify, evaluate, and efficiently serve the needs of the community.

528 Bypass 123 Room CSeneca, SC 29678

www.oconeeunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.66x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

1.03x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$111,516

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

19th percentile

-12%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.9%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$962,638

Up $408,657 (+74%) from 2022

Liabilities

Up

$549,511

Up $525,151 (+2156%) from 2022

Net Assets

Down

$413,127

Down $116,494 (-22%) from 2022

Revenue

Down

$492,084

Down $93,396 (-16%) from 2022

Expenses

Up

$612,036

Up $45,766 (+8.1%) from 2022

Net Income

Down

-$119,952

Down $139,162 (-724%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2010: $798,804Liabilities 2010: $8,854Net Assets 2010: $789,9502010Assets 2011: $904,676Liabilities 2011: $19,462Net Assets 2011: $885,2142011Assets 2012: $841,788Liabilities 2012: $6,884Net Assets 2012: $834,9042012Assets 2013: $839,009Liabilities 2013: $22,339Net Assets 2013: $816,6702013Assets 2014: $824,650Liabilities 2014: $18,830Net Assets 2014: $805,8202014Assets 2015: $745,402Liabilities 2015: $20,485Net Assets 2015: $724,9172015Assets 2016: $652,637Liabilities 2016: $10,081Net Assets 2016: $642,5562016Assets 2017: $601,451Liabilities 2017: -$6,208Net Assets 2017: $607,6592017Assets 2018: $690,036Liabilities 2018: $5,643Net Assets 2018: $684,3932018Assets 2019: $639,155Liabilities 2019: $29,070Net Assets 2019: $610,0852019Assets 2021: $578,814Liabilities 2021: $23,432Net Assets 2021: $555,3822021Assets 2022: $553,981Liabilities 2022: $24,360Net Assets 2022: $529,6212022Assets 2023: $962,638Liabilities 2023: $549,511Net Assets 2023: $413,1272023

Highlighted filing

2023

Assets$962,638
Liabilities$549,511
Net Assets$413,127

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $448,169Expenses 2010: $591,043Net Income 2010: -$142,8742010Revenue 2011: $642,960Expenses 2011: $546,423Net Income 2011: $96,5372011Expenses 2012: $516,6562012Expenses 2013: $541,8052013Revenue 2014: $525,653Expenses 2014: $536,503Net Income 2014: -$10,8502014Revenue 2015: $411,466Expenses 2015: $477,657Net Income 2015: -$66,1912015Revenue 2016: $411,134Expenses 2016: $493,495Net Income 2016: -$82,3612016Revenue 2017: $423,428Expenses 2017: $461,800Net Income 2017: -$38,3722017Revenue 2018: $577,539Expenses 2018: $521,066Net Income 2018: $56,4732018Revenue 2019: $434,110Expenses 2019: $524,958Net Income 2019: -$90,8482019Revenue 2021: $714,952Expenses 2021: $861,447Net Income 2021: -$146,4952021Revenue 2022: $585,480Expenses 2022: $566,270Net Income 2022: $19,2102022Revenue 2023: $492,084Expenses 2023: $612,036Net Income 2023: -$119,9522023

Highlighted filing

2023

Revenue$492,084
Expenses$612,036
Net Income-$119,952

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.63$5.50$4.13$4.92$6.12$1.20
2022Summary only. Only limited summary data is available for this year.$5.54$0.24$5.30$5.85$5.66$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.23$5.55$7.15$8.61$1.46
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.29$6.10$4.34$5.25$0.91
2018Summary only. Only limited summary data is available for this year.$6.90$0.06$6.84$5.78$5.21$0.56
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$0.06$6.08$4.23$4.62$0.38
2016Detailed filing. Detailed filing data is available for this year.$6.53$0.10$6.43$4.11$4.93$0.82
2015Summary only. Only limited summary data is available for this year.$7.45$0.20$7.25$4.11$4.78$0.66
2014Summary only. Only limited summary data is available for this year.$8.25$0.19$8.06$5.26$5.37$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.39$0.22$8.17$5.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$0.07$8.35$5.17
2011Summary only. Only limited summary data is available for this year.$9.05$0.19$8.85$6.43$5.46$0.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.99$0.09$7.90$4.48$5.91$1.43
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 16, 2020
Return Version
2018v3.3
Gross Receipts
$434,110
Mission and Program Overview

Mission

To coordinate and develop resources to identify, evaluate and efficiently serve the needs of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$404,640$348,250▼ $56,390
Savings and Temporary Cash Investments$159,235$155,379▼ $3,856
Accounts Receivable$118,612$129,816▲ $11,204
Land, Buildings, and Equipment, Net$7,549$5,710▼ $1,839
Total Assets$690,036$639,155▼ $50,881
Liabilities
Accounts Payable and Accrued Expenses$5,643$29,070▲ $23,427
Total Liabilities$5,643$29,070▲ $23,427
Net Assets / Fund Balance
Temporarily Rstr Net Assets$450,915$306,521▼ $144,394
Unrestricted Net Assets$233,478$303,564▲ $70,086
Total Net Assets Fund Balance$684,393$610,085▼ $74,308
Total Liabilities and Net Assets / Fund Balance$690,036$639,155▼ $50,881

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,478$22,875$25,991
Other Land Buildings$1,638$10,424$12,062
Leasehold Improvements$2,594$672$3,266
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
LaShauna HarrisonCEOPT$67,896$67,896

Board Members and Trustees

NameTitle
Thomas RayChair
Vincent AligVice Chair
Dan AlexanderBoard Member
David BlackBoard Member
Edna Pitts-ReidBoard Member
Garvin BarkerBoard Member
Koti HubbardBoard Member
Lisa WilliamsBoard Member
Matt TurnerBoard Member
Mike CrenshawBoard Member
Stan McAlisterBoard Member
Steve CarwileBoard Member
Teresa AlexanderBoard Member
Vanessa WoodsBoard Member
Walter TorresBoard Member
Heather GossSecretary
John E Palmer JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$424,731
Program Service Revenue
$0
Investment Income
$6,787
Other Revenue
$2,592
All Other Contributions
$424,731
Change in Net Assets
$-90,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,164
Salaries, Compensation, and Employee Benefits$192,244
Total Fundraising Expense$112,030
Grants and Similar Amounts Paid$77,550
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$24,668$24,668$32,891$82,227
Grants to Domestic Orgs$77,550--$77,550
Other Salaries and Wages$26,216$11,771$34,245$72,232
Occupancy$13,269$15,571$15,390$44,230
Other Employee Benefits$7,241$7,241$12,112$26,594
Office Expenses$6,101$8,598$4,570$19,268
All Other Expenses$3,838$3,839$3,839$11,516
Payroll Taxes$3,687$2,640$4,864$11,191
Fees for Services Accounting-$10,543-$10,543
Fees for Services Other$8,232--$8,232
Payments to Affiliates$8,085--$8,085
Travel$1,298$1,112$1,298$3,708
Depreciation Depletion$1,703$851$851$3,405
Insurance$980$1,143$1,143$3,267
Interest$1,863$508-$2,371
Conferences and Meetings$827$709$827$2,363
Other Expenses$1,774--$1,774
Total Functional Expenses$323,734$89,194$112,030$524,958
International Activity

Grant and Assistance Recipients

Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

Organizations process to review Form 990 - The Finance/Personnel Committee Reviews the Form 990.

Form 990, Part VI, Line 15A

Compensation process for top officers - Salaries are recommended by the Finance/Personnel Committee and presented to the full Board for approval.

Form 990, Part VI, Line 15B

Compensation process for other officers and key employees - Salaries are recommended by the Finance/Personnel Committee and presented to the full Board for approval.

Form 990, Part VI, Line 19

Governing documents disclosure explanation - Governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
United Way of Oconee County Inc
EIN
57-0479292
Address
528 BYPASS 123 ROOM C, SENECA, SC 29678

Signing Officer

Name
LaShauna Harrison
Title
CEO
Signed
2020-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lashauna Harrison
Formed
1966
Legal Domicile
Sc
Voting Board Members
17
Independent Board Members
17
Employees
5

Preparer

Firm
Bea's Tax Service LLC
Address
PO Box 612, Seneca, SC 29679
Preparer
Beate Ventura
Phone
8648881830
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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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