Civic Intelligence

Wateree Community Actions Inc.

990 • Fiscal year 2019 • EIN 57-0524980

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 06, 2020

Refreshing map…

1915 Harden StreetColumbia, SC 29204

(803) 807-9811

Siviq Scores

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

Liabilities / Assets

80th percentile

0.63x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.08x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

39th percentile

0.5%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

2.1%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,430,445

Up $89,581 (+3.8%) from 2018

Net Assets

Up

$893,227

Up $88,327 (+11%) from 2018

Liabilities

Up

$1,537,218

Up $1,254 (+0.1%) from 2018

Revenue

Up

$18,102,384

Up $375,267 (+2.1%) from 2018

Expenses

Up

$18,014,057

Up $697,601 (+4.0%) from 2018

Net Income

Down

$88,327

Down $322,334 (-78%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $13,702,407Liabilities 2010: $2,918,646Net Assets 2010: $10,783,7612010Assets 2011: $9,607,296Liabilities 2011: $2,108,738Net Assets 2011: $7,498,5582011Assets 2012: $4,611,015Liabilities 2012: $2,358,285Net Assets 2012: $2,252,7302012Assets 2013: $2,145,513Liabilities 2013: $3,142,999Net Assets 2013: -$997,4862013Assets 2014: $512,224Liabilities 2014: $2,527,651Net Assets 2014: -$2,015,4272014Assets 2015: $4,619,771Liabilities 2015: $5,790,968Net Assets 2015: -$1,171,1972015Assets 2016: $4,002,411Liabilities 2016: $5,143,233Net Assets 2016: -$1,140,8222016Assets 2017: $1,916,359Liabilities 2017: $1,522,120Net Assets 2017: $394,2392017Assets 2018: $2,340,864Liabilities 2018: $1,535,964Net Assets 2018: $804,9002018Assets 2019: $2,430,445Liabilities 2019: $1,537,218Net Assets 2019: $893,2272019Assets 2020: $5,770,503Liabilities 2020: $3,393,407Net Assets 2020: $2,377,0962020Assets 2021: $6,284,080Liabilities 2021: $5,536,132Net Assets 2021: $747,9482021Assets 2022: $5,902,712Liabilities 2022: $2,398,463Net Assets 2022: $3,504,2492022Assets 2023: $13,348,249Liabilities 2023: $8,608,766Net Assets 2023: $4,739,4832023Assets 2024: $8,160,479Liabilities 2024: $2,334,250Net Assets 2024: $5,826,2292024

Highlighted filing

2019

Assets$2,430,445
Liabilities$1,537,218
Net Assets$893,227

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $22,092,8732010Expenses 2011: $18,458,3702011Expenses 2012: $19,580,6912012Revenue 2013: $12,400,020Expenses 2013: $15,623,588Net Income 2013: -$3,223,5682013Revenue 2014: $15,442,441Expenses 2014: $15,822,447Net Income 2014: -$380,0062014Revenue 2015: $12,999,011Expenses 2015: $0Net Income 2015: $12,999,0112015Revenue 2016: $15,294,564Expenses 2016: $14,944,070Net Income 2016: $350,4942016Revenue 2017: $16,631,078Expenses 2017: $16,120,163Net Income 2017: $510,9152017Revenue 2018: $17,727,117Expenses 2018: $17,316,456Net Income 2018: $410,6612018Revenue 2019: $18,102,384Expenses 2019: $18,014,057Net Income 2019: $88,3272019Revenue 2020: $21,733,271Expenses 2020: $20,040,347Net Income 2020: $1,692,9242020Revenue 2021: $21,521,180Expenses 2021: $21,344,123Net Income 2021: $177,0572021Revenue 2022: $27,187,973Expenses 2022: $26,162,672Net Income 2022: $1,025,3012022Revenue 2023: $25,076,893Expenses 2023: $24,479,344Net Income 2023: $597,5492023Revenue 2024: $30,396,102Expenses 2024: $28,636,813Net Income 2024: $1,759,2892024

Highlighted filing

2019

Revenue$18,102,384
Expenses$18,014,057
Net Income$88,327
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 6, 2020
Return Version
2019v5.1
Gross Receipts
$18,102,384
Mission and Program Overview

Mission

To combat poverty in designated counties of south carolina

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,304,486$1,856,725▲ $552,239
Land, Buildings, and Equipment, Net$469,779$342,749▼ $127,030
Pledges and Grants Receivable$551,801$216,402▼ $335,399
Prepaid Expenses and Deferred Charges$14,798$13,752▼ $1,046
Accounts Receivable-$817-
Total Assets$2,340,864$2,430,445▲ $89,581
Liabilities
Accounts Payable and Accrued Expenses$606,326$912,320▲ $305,994
Deferred Revenue$225,299$385,732▲ $160,433
Grants Payable$354,597--
Unsecured Notes Loans Payable$349,742$239,166▼ $110,576
Total Liabilities$1,535,964$1,537,218▲ $1,254
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$804,900$893,227▲ $88,327
Total Net Assets Fund Balance$804,900$893,227▲ $88,327
Total Liabilities and Net Assets / Fund Balance$2,340,864$2,430,445▲ $89,581

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$-1,459,741$3,685,311$2,225,570
Equipment$1,306,807-$1,306,807
Buildings$465,653-$465,653
Land$30,030-$30,030
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donald GistBoard Chair
Claude ElchelbergerVice Chair
Bertha ScottBoard Member
Carrie Sinkler-parkerBoard Member
James BennettBoard Member
Jd DellengerBoard Member
Jina WilliamsBoard Member
Mary KirklandBoard Member
Pamela JoyneBoard Member
Wallace DinkinsBoard Member
Hampton GardenerSecretary
James BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,102,384
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,283,617
Change in Net Assets
$88,327

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,102,384
Total Revenue per Audited Statements
$18,102,384
Total Revenue per Form 990
$18,102,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,845,676
Salaries, Compensation, and Employee Benefits$7,168,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$7,572,299$436,779-$8,009,078
Other Salaries and Wages$6,266,629$570,605-$6,837,234
Other Expenses$256,206$503,968-$760,174
Occupancy$373,466$13,618-$387,084
Fees for Services Other$224,506$132,940-$357,446
Other Employee Benefits$107,720$223,427-$331,147
Travel$110,150$139,664-$249,814
Depreciation Depletion$127,030--$127,030
Interest-$13,751-$13,751
Total Functional Expenses$15,976,304$2,037,753$0$18,014,057

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,014,057
Total Expenses per Audited Statements$18,014,057
Total Expenses per Form 990$18,014,057
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

The governing body makes approval of financial information thats key to decision making

Form 990 governing body review Part VI line 11

The board performs periodic reviews of financial information

Conflict of interest policy compliance Part VI line 12C

The organization enforces the importance of the communication of any conflict of interest

CEO executive director top management comp Part VI line 15A

The board approves compensation of key employees

Other officer or key employee compensation Part VI line 15B

The board approves compensation of key employees

Governing documents etc available to public Part VI line 19

The documents are available upon request

Filing and Contact Details

Filer

Filer Name
Wateree Community Actions Inc
EIN
57-0524980
Address
1915 HARDEN STREET, Columbia, SC 29204

Signing Officer

Name
Annette Tucker
Title
Executive Direc
Phone
9542888450
Signed
2020-04-06
Discuss with paid preparer
No

Organization Details

Formed
1969
Legal Domicile
Sc
Voting Board Members
14
Independent Board Members
14
Employees
102

Preparer

Firm
Bas Partners LLC
Address
15800 PINES BLVD, Hollywood, FL 33027
Preparer
Audley Porter
Phone
9542888450
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

.

List of other expenses Part IX line 24E

.

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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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IRS990/OtherExpensesGrp/TotalAmt1287959
IRS990/OtherExpensesGrp/TotalAmt2166471
IRS990/OtherExpensesGrp/TotalAmt3760174
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0570605
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IRS990/PYContributionsGrantsAmt017727117
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt010287207
IRS990/PYRevenuesLessExpensesAmt0410661
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IRS990/PYTotalExpensesAmt017316456
IRS990/PYTotalRevenueAmt017727117
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt088327
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018102384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017727117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016631078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015294563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012999011
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018102384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017727117
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016631078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015294563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012999011
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt080754153
IRS990ScheduleA/TotalSupportAmt080754153
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0465653
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0465653
IRS990ScheduleD/EquipmentGrp/BookValueAmt01306807
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01306807
IRS990ScheduleD/ExpensesSubtotalAmt018014057
IRS990ScheduleD/LandGrp/BookValueAmt030030
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030030
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1459741
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03685311
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02225570
IRS990ScheduleD/RevenueSubtotalAmt018102384
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0342749
IRS990ScheduleD/TotalExpensesPerForm990Amt018014057
IRS990ScheduleD/TotalRevenuePerForm990Amt018102384
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018102384
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018014057
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY MAKES APPROVAL OF FINANCIAL INFORMATION THATS KEY TO DECISION MAKING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD PERFORMS PERIODIC REVIEWS OF FINANCIAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ENFORCES THE IMPORTANCE OF THE COMMUNICATION OF ANY CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD APPROVES COMPENSATION OF KEY EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD APPROVES COMPENSATION OF KEY EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02430445
IRS990/TotalAssetsGrp/BOYAmt02340864
IRS990/TotalAssetsGrp/EOYAmt02430445
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018102384
IRS990/TotalEmployeeCnt0102
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02037753
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015976304
IRS990/TotalFunctionalExpensesGrp/TotalAmt018014057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01535964
IRS990/TotalLiabilitiesEOYAmt01537218
IRS990/TotalLiabilitiesGrp/BOYAmt01535964
IRS990/TotalLiabilitiesGrp/EOYAmt01537218
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0804900
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0893227
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015976304
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018102384
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02340864
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02430445
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0139664
IRS990/TravelGrp/ProgramServicesAmt0110150
IRS990/TravelGrp/TotalAmt0249814
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0349742
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0239166
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0www.wcai.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum09542888450
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATEREE COMMUNITY ACTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0570524980
ReturnHeader/Filer/USAddress/AddressLine1Txt01915 HARDEN STREET
ReturnHeader/Filer/USAddress/CityNm0Columbia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029204
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04C1B48FEF001E1D7070C9BB97883BD30C41B8C05
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C1B48FEF001E1D7070C9BB97883BD30C41B8C05

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$2.33$5.83$30.4$28.6$1.76
2023Detailed filing. Detailed filing data is available for this year.$13.3$8.61$4.74$25.1$24.5$0.60
2022Detailed filing. Detailed filing data is available for this year.$5.90$2.40$3.50$27.2$26.2$1.03
2021Detailed filing. Detailed filing data is available for this year.$6.28$5.54$0.75$21.5$21.3$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.77$3.39$2.38$21.7$20.0$1.69
2019Detailed filing. Detailed filing data is available for this year.$2.43$1.54$0.89$18.1$18.0$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.34$1.54$0.80$17.7$17.3$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.92$1.52$0.39$16.6$16.1$0.51
2016Detailed filing. Detailed filing data is available for this year.$4.00$5.14$1.14$15.3$14.9$0.35
2015Summary only. Only limited summary data is available for this year.$4.62$5.79$1.17$13.0$0.00$13.0
2014Summary only. Only limited summary data is available for this year.$0.51$2.53$2.02$15.4$15.8$0.38
2013Summary only. Only limited summary data is available for this year.$2.15$3.14$1.00$12.4$15.6$3.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$2.36$2.25$19.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.61$2.11$7.50$18.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$2.92$10.8$22.1