Civic Intelligence

Wilson Hall

990 • Fiscal year 2016 • EIN 57-0485507

Jun 01, 2015 to May 31, 2016 • Filed on Oct 05, 2016

520 Wilson Hall RoadSumter, SC 29150

(803) 469-4785

Siviq Scores

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

Liabilities / Assets

39th percentile

0.09x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.12x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

62nd percentile

6.2%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

72nd percentile

$182,017

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

2.3%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$7,889,419

Up $372,539 (+5.0%) from 2015

Net Assets

Up

$7,165,891

Up $390,566 (+5.8%) from 2015

Liabilities

Down

$723,528

Down $18,027 (-2.4%) from 2015

Revenue

Up

$6,282,946

Up $140,998 (+2.3%) from 2015

Expenses

Up

$5,892,380

Up $75,211 (+1.3%) from 2015

Net Income

Up

$390,566

Up $65,787 (+20%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2012: $6,629,353Liabilities 2012: $734,511Net Assets 2012: $5,894,8422012Assets 2013: $6,981,503Liabilities 2013: $769,709Net Assets 2013: $6,211,7942013Assets 2014: $7,175,800Liabilities 2014: $725,254Net Assets 2014: $6,450,5462014Assets 2015: $7,516,880Liabilities 2015: $741,555Net Assets 2015: $6,775,3252015Assets 2016: $7,889,419Liabilities 2016: $723,528Net Assets 2016: $7,165,8912016Assets 2017: $8,275,358Liabilities 2017: $778,861Net Assets 2017: $7,496,4972017Assets 2018: $11,372,818Liabilities 2018: $789,877Net Assets 2018: $10,582,9412018Assets 2019: $11,865,172Liabilities 2019: $786,624Net Assets 2019: $11,078,5482019Assets 2020: $15,340,908Liabilities 2020: $1,497,582Net Assets 2020: $13,843,3262020Assets 2021: $16,071,249Liabilities 2021: $879,815Net Assets 2021: $15,191,4342021Assets 2022: $17,558,641Liabilities 2022: $1,019,662Net Assets 2022: $16,538,9792022Assets 2023: $18,137,638Liabilities 2023: $1,016,442Net Assets 2023: $17,121,1962023Assets 2024: $19,721,028Liabilities 2024: $1,257,816Net Assets 2024: $18,463,2122024Assets 2025: $21,793,142Liabilities 2025: $2,755,861Net Assets 2025: $19,037,2812025

Highlighted filing

2016

Assets$7,889,419
Liabilities$723,528
Net Assets$7,165,891

Operations Trend

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

$15M$10M$5.0M$0Revenue 2012: $5,711,773Expenses 2012: $5,529,835Net Income 2012: $181,9382012Revenue 2013: $5,931,919Expenses 2013: $5,614,967Net Income 2013: $316,9522013Revenue 2014: $5,846,348Expenses 2014: $5,607,596Net Income 2014: $238,7522014Revenue 2015: $6,141,948Expenses 2015: $5,817,169Net Income 2015: $324,7792015Revenue 2016: $6,282,946Expenses 2016: $5,892,380Net Income 2016: $390,5662016Revenue 2017: $6,380,119Expenses 2017: $6,049,513Net Income 2017: $330,6062017Revenue 2018: $9,141,191Expenses 2018: $6,042,747Net Income 2018: $3,098,4442018Revenue 2019: $6,977,194Expenses 2019: $6,473,589Net Income 2019: $503,6052019Revenue 2020: $9,418,582Expenses 2020: $6,653,804Net Income 2020: $2,764,7782020Revenue 2021: $8,768,909Expenses 2021: $7,420,801Net Income 2021: $1,348,1082021Revenue 2022: $9,115,824Expenses 2022: $7,766,211Net Income 2022: $1,349,6132022Revenue 2023: $9,470,532Expenses 2023: $8,688,082Net Income 2023: $782,4502023Revenue 2024: $9,118,292Expenses 2024: $8,714,305Net Income 2024: $403,9872024Revenue 2025: $10,016,779Expenses 2025: $9,327,383Net Income 2025: $689,3962025

Highlighted filing

2016

Revenue$6,282,946
Expenses$5,892,380
Net Income$390,566
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Oct 5, 2016
Return Version
2015v2.1
Gross Receipts
$6,282,946
Mission and Program Overview

Mission

To provide a well rounded education for kindergarten, elementary, and high school students

School - education of students in grades k4 to 12

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,654,319$5,434,476▼ $219,843
Cash and Non-Interest-Bearing Accounts$1,453,698$2,027,520▲ $573,822
Investments in Publicly Traded Securities$212,627$213,810▲ $1,183
Accounts Receivable$186,301$186,056▼ $245
Prepaid Expenses and Deferred Charges$9,935$1,457▼ $8,478
Total Assets$7,516,880$7,889,419▲ $372,539
Other Assets Total$0$26,100▲ $26,100
Liabilities
Accounts Payable and Accrued Expenses$741,555$723,528▼ $18,027
Total Liabilities$741,555$723,528▼ $18,027
Net Assets / Fund Balance
Unrestricted Net Assets$6,519,545$6,912,337▲ $392,792
Temporarily Rstr Net Assets$255,780$253,554▼ $2,226
Total Net Assets Fund Balance$6,775,325$7,165,891▲ $390,566
Total Liabilities and Net Assets / Fund Balance$7,516,880$7,889,419▲ $372,539

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,372,239$3,690,732$9,062,971
Other Land Buildings$1,545$279,169$280,714
Equipment$30,692$126,234$156,926
Land$30,000-$30,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-HeadmasterFT$182,017$182,017
Frederick MoultonHeadmaster-$182,017$182,017

Board Members and Trustees

NameTitle
Chip McmillanChairman
-Trustee
Frederick MoultonTrustee
William CroftSecretary
David ShawTreasurer
Debby WilliamsVice-chariman
Revenue and Support

Revenue Composition

Contributions and Grants
$406,422
Program Service Revenue
$5,869,044
Investment Income
$7,480
Other Revenue
$0
All Other Contributions
$406,422
Change in Net Assets
$390,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,882,171
Other Expenses$1,897,521
Grants and Similar Amounts Paid$112,688
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,338,313--$3,338,313
Occupancy$716,364--$716,364
Payroll Taxes$262,399--$262,399
Depreciation Depletion$219,843--$219,843
Current Officers, Directors, Trustees, and Key Employees$182,017--$182,017
Grants to Domestic Individuals$112,688--$112,688
Pension Plan Contributions$99,442--$99,442
Other Expenses$21,772--$21,772
Fees for Services Accounting$18,000--$18,000
Travel$609--$609
Total Functional Expenses$5,892,380$0$0$5,892,380
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

Each year form 990 is reviewed by the finance committee before it is filed with the internal revenue service.

Form 990, Part VI, Section B, line 15

The headmaster's salary is reviewed and compared each year using information gathered from the south carolina independent school association.

Form 990, Part VI, Section C, line 19

The organization makes the financial statements and governing documents avaliable to the public upon request.

Filing and Contact Details

Filer

Filer Name
Wilson Hall
EIN
57-0485507
Phone
8034694785
Address
520 WILSON HALL ROAD, SUMTER, SC 29150

Signing Officer

Name
Frederick Moulton
Title
Headmaster
Phone
8034693475
Signed
2016-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marvin E Mcmilla Jr
Formed
1966
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
165
Volunteers
0

Preparer

Firm
Porter L Thompkins Jr CPA
Address
409 N SALEM AVE PO BOX 2708, SUMTER, SC 29151
Preparer
Porter L Thompkins Jr CPA
Phone
8037731151
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0348483
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0122464
IRS990/PYInvestmentIncomeAmt09126
IRS990/PYOtherExpensesAmt01963457
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05784339
IRS990/PYRevenuesLessExpensesAmt0324779
IRS990/PYSalariesCompEmpBnftPaidAmt03731248
IRS990/PYTotalExpensesAmt05817169
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06141948
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0390566
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05876524
IRS990ScheduleA/SchoolInd0X
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05372239
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03690732
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09062971
IRS990ScheduleD/EquipmentGrp/BookValueAmt030692
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0126234
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0156926
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01545
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0279169
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0280714
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05434476
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATION POLICY AS PUBLICIZED THROUGH NEWSPAPER AND IN ALL SCHOOL PUBLICATIONS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING SCHOOL IN SUMTER COUNTY
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0182017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FREDERICK MOULTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEADMASTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0182017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH YEAR FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE HEADMASTER'S SALARY IS REVIEWED AND COMPARED EACH YEAR USING INFORMATION GATHERED FROM THE SOUTH CAROLINA INDEPENDENT SCHOOL ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVALIABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0255780
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0253554
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07516880
IRS990/TotalAssetsEOYAmt07889419
IRS990/TotalAssetsGrp/BOYAmt07516880
IRS990/TotalAssetsGrp/EOYAmt07889419
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0406422
IRS990/TotalEmployeeCnt0165
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05892380
IRS990/TotalFunctionalExpensesGrp/TotalAmt05892380
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0741555
IRS990/TotalLiabilitiesEOYAmt0723528
IRS990/TotalLiabilitiesGrp/BOYAmt0741555
IRS990/TotalLiabilitiesGrp/EOYAmt0723528
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06775325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07165891
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05892380
IRS990/TotalProgramServiceRevenueAmt05869044
IRS990/TotalReportableCompFromOrgAmt0182017
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05876524
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06282946
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07516880
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07889419
IRS990/TotReportableCompRltdOrgAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$2.76$19.0$10.0$9.33$0.69
2024Detailed filing. Detailed filing data is available for this year.$19.7$1.26$18.5$9.12$8.71$0.40
2023Detailed filing. Detailed filing data is available for this year.$18.1$1.02$17.1$9.47$8.69$0.78
2022Detailed filing. Detailed filing data is available for this year.$17.6$1.02$16.5$9.12$7.77$1.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.88$15.2$8.77$7.42$1.35
2020Detailed filing. Detailed filing data is available for this year.$15.3$1.50$13.8$9.42$6.65$2.76
2019Detailed filing. Detailed filing data is available for this year.$11.9$0.79$11.1$6.98$6.47$0.50
2018Detailed filing. Detailed filing data is available for this year.$11.4$0.79$10.6$9.14$6.04$3.10
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.78$7.50$6.38$6.05$0.33
2016Detailed filing. Detailed filing data is available for this year.$7.89$0.72$7.17$6.28$5.89$0.39
2015Detailed filing. Detailed filing data is available for this year.$7.52$0.74$6.78$6.14$5.82$0.32
2014Detailed filing. Detailed filing data is available for this year.$7.18$0.73$6.45$5.85$5.61$0.24
2013Summary only. Only limited summary data is available for this year.$6.98$0.77$6.21$5.93$5.61$0.32
2012Summary only. Only limited summary data is available for this year.$6.63$0.73$5.89$5.71$5.53$0.18