Civic Intelligence

Wilson Hall

990 • Fiscal year 2017 • EIN 57-0485507

Jun 01, 2016 to May 31, 2017 • Filed on Oct 02, 2017

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

41st percentile

0.09x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.12x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$183,628

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

53rd percentile

4.9%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

1.5%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$8,275,358

Up $385,939 (+4.9%) from 2016

Net Assets

Up

$7,496,497

Up $330,606 (+4.6%) from 2016

Liabilities

Up

$778,861

Up $55,333 (+7.6%) from 2016

Revenue

Up

$6,380,119

Up $97,173 (+1.5%) from 2016

Expenses

Up

$6,049,513

Up $157,133 (+2.7%) from 2016

Net Income

Down

$330,606

Down $59,960 (-15%) from 2016

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

2017

Assets$8,275,358
Liabilities$778,861
Net Assets$7,496,497

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

2017

Revenue$6,380,119
Expenses$6,049,513
Net Income$330,606
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$6,380,119
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$5,434,476$5,247,778▼ $186,698
Cash and Non-Interest-Bearing Accounts$2,027,520$1,378,345▼ $649,175
Investments in Publicly Traded Securities$213,810$846,585▲ $632,775
Accounts Receivable$186,056$118,537▼ $67,519
Prepaid Expenses and Deferred Charges$1,457--
Total Assets$7,889,419$8,275,358▲ $385,939
Other Assets Total$26,100$684,113▲ $658,013
Liabilities
Accounts Payable and Accrued Expenses$723,528$778,861▲ $55,333
Total Liabilities$723,528$778,861▲ $55,333
Net Assets / Fund Balance
Unrestricted Net Assets$6,912,337$6,643,910▼ $268,427
Temporarily Rstr Net Assets$253,554$852,587▲ $599,033
Total Net Assets Fund Balance$7,165,891$7,496,497▲ $330,606
Total Liabilities and Net Assets / Fund Balance$7,889,419$8,275,358▲ $385,939

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,180,998$3,885,202$9,066,200
Other Land Buildings$927$279,787$280,714
Equipment$35,853$139,331$175,184
Land$30,000-$30,000
Other Assets Org$684,113--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
-HeadmasterFT$183,628$183,628

Board Members and Trustees

NameTitle
William CroftChairman
-Trustee
Frederick MoultonTrustee
Frederick MoultonHeadmaster
Jody SmithSecretary
David ShawTreasurer
Debby WilliamsVice-chariman
Revenue and Support

Revenue Composition

Contributions and Grants
$494,760
Program Service Revenue
$5,872,364
Investment Income
$12,995
Other Revenue
$0
All Other Contributions
$494,760
Change in Net Assets
$330,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,940,564
Other Expenses$1,913,823
Grants and Similar Amounts Paid$195,126
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,383,307--$3,383,307
Occupancy$679,144--$679,144
Payroll Taxes$266,326--$266,326
Depreciation Depletion$208,185--$208,185
Grants to Domestic Individuals$195,126--$195,126
Current Officers, Directors, Trustees, and Key Employees$183,628--$183,628
Pension Plan Contributions$107,303--$107,303
Other Expenses$61,898--$61,898
Fees for Services Accounting$21,100--$21,100
All Other Expenses$20,129--$20,129
Travel$1,084--$1,084
Total Functional Expenses$6,049,513$0$0$6,049,513
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
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 11B

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
2017-10-02
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
153
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/PYTotalExpensesAmt05892380
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06282946
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0330606
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05885359
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/BookValueAmt05180998
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03885202
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09066200
IRS990ScheduleD/EquipmentGrp/BookValueAmt035853
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0139331
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0175184
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0684113
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0927
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0279787
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0280714
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05247778
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0684113
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/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0183628
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/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0183628
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 11b
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/BOYAmt0253554
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0852587
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07889419
IRS990/TotalAssetsEOYAmt08275358
IRS990/TotalAssetsGrp/BOYAmt07889419
IRS990/TotalAssetsGrp/EOYAmt08275358
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0494760
IRS990/TotalEmployeeCnt0153
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06049513
IRS990/TotalFunctionalExpensesGrp/TotalAmt06049513
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0723528
IRS990/TotalLiabilitiesEOYAmt0778861
IRS990/TotalLiabilitiesGrp/BOYAmt0723528
IRS990/TotalLiabilitiesGrp/EOYAmt0778861
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07165891
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07496497
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06049513
IRS990/TotalProgramServiceRevenueAmt05872364
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05885359
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06380119
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07889419
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08275358
IRS990/TotReportableCompRltdOrgAmt0183628
IRS990/TravelGrp/ProgramServicesAmt01084
IRS990/TravelGrp/TotalAmt01084
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

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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