Civic Intelligence

Paul Knox Educational Endowment Fund

990 • Fiscal year 2020 • EIN 57-0653282

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

302 Georgia AvenueNorth Augusta, SC 29841

(803) 278-3513

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-0.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-6.8%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,172,321

Down $3,578 (-0.3%) from 2019

Net Assets

Down

$1,172,321

Down $3,578 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$26,464

Down $1,926 (-6.8%) from 2019

Expenses

Down

$30,042

Down $1,909 (-6.0%) from 2019

Net Income

Down

-$3,578

Down $17 (-0.5%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,172,987Liabilities 2011: $0Net Assets 2011: $1,172,9872011Assets 2012: $1,182,775Liabilities 2012: $0Net Assets 2012: $1,182,7752012Assets 2013: $1,165,643Liabilities 2013: $0Net Assets 2013: $1,165,6432013Assets 2015: $1,138,318Liabilities 2015: $0Net Assets 2015: $1,138,3182015Assets 2016: $1,141,766Liabilities 2016: $0Net Assets 2016: $1,141,7662016Assets 2017: $1,143,025Liabilities 2017: $0Net Assets 2017: $1,143,0252017Assets 2018: $1,148,149Liabilities 2018: $0Net Assets 2018: $1,148,1492018Assets 2019: $1,175,899Liabilities 2019: $0Net Assets 2019: $1,175,8992019Assets 2020: $1,172,321Liabilities 2020: $0Net Assets 2020: $1,172,3212020Assets 2021: $1,201,106Liabilities 2021: $0Net Assets 2021: $1,201,1062021Assets 2022: $1,173,352Liabilities 2022: $0Net Assets 2022: $1,173,3522022Assets 2023: $1,164,065Liabilities 2023: $0Net Assets 2023: $1,164,0652023Assets 2024: $1,260,364Liabilities 2024: $0Net Assets 2024: $1,260,3642024

Highlighted filing

2020

Assets$1,172,321
Liabilities$0
Net Assets$1,172,321

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $542,655Expenses 2011: $30,000Net Income 2011: $512,6552011Revenue 2012: $34,298Expenses 2012: $33,132Net Income 2012: $1,1662012Revenue 2013: $30,911Expenses 2013: $41,262Net Income 2013: -$10,3512013Revenue 2015: $36,705Expenses 2015: $37,687Net Income 2015: -$9822015Revenue 2016: $35,237Expenses 2016: $31,789Net Income 2016: $3,4482016Revenue 2017: $31,276Expenses 2017: $31,943Net Income 2017: -$6672017Revenue 2018: $37,159Expenses 2018: $32,035Net Income 2018: $5,1242018Revenue 2019: $28,390Expenses 2019: $31,951Net Income 2019: -$3,5612019Revenue 2020: $26,464Expenses 2020: $30,042Net Income 2020: -$3,5782020Revenue 2021: $33,473Expenses 2021: $30,034Net Income 2021: $3,4392021Revenue 2022: $28,310Expenses 2022: $30,000Net Income 2022: -$1,6902022Revenue 2023: $30,754Expenses 2023: $29,525Net Income 2023: $1,2292023Revenue 2024: $125,122Expenses 2024: $28,823Net Income 2024: $96,2992024

Highlighted filing

2020

Revenue$26,464
Expenses$30,042
Net Income-$3,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Gross Receipts
$96,481
Mission and Program Overview

Mission

To provide college scholarships to graduating seniors of north augusta high school

To provide college scholarships to qualifying students from north augusta high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,175,899$1,172,321▼ $3,578
Savings and Temporary Cash Investments$406,456$790,229▲ $383,773
Investments in Publicly Traded Securities$769,292$381,341▼ $387,951
Cash and Non-Interest-Bearing Accounts$151$751▲ $600
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,175,899$1,172,321▼ $3,578
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,175,899$1,172,321▼ $3,578
Total Liabilities and Net Assets / Fund Balance$1,175,899$1,172,321▼ $3,578

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,175,748$0▲ $25,964$0$1,171,670
2019$1,148,149$0▲ $59,701$0$1,175,899
2018$1,143,025$525▲ $36,634$0$1,148,149
2017$1,141,766$625▲ $30,651$0$1,143,025
2016$1,138,318$400▲ $34,837$0$1,141,766
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert OswaldChairman
Donah CooperMember
Kyle SmithMember
William BurkhalterMember
Linda SkinnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$0
Investment Income
$25,964
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$-3,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$42
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,000--$30,000
Other Expenses$0$42$0$42
Total Functional Expenses$30,000$42$0$30,042
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
No
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
No
Other officer compensation reviewed
No
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

Form 990 will be made available at the next board meeting

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Paul Knox Educational Endowment Fund
EIN
57-0653282
Phone
8032783513
Address
302 GEORGIA AVENUE, NORTH AUGUSTA, SC 29841

Signing Officer

Name
Robert M Oswald
Title
Chairman
Phone
8032783513
Signed
2021-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert M Oswald
Formed
1978
Legal Domicile
Sc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
robert m oswald cpa
Address
302 Georgia Avenue, north augusta, SC 29841
Preparer
Robert Oswald
Phone
8032783513
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

To provide college scholarships to qualified graduating seniors from north augusta high school. This is done by only providing scholarshiips from the investment income and not the corpus

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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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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.01293
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt02050
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0400
IRS990ScheduleA/Total509Grp/TotalAmt02050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035237
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0158526
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt042
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01175748
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01171670
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025964
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01951
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01148149
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01175899
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02035
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01143025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0525
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01148149
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036634
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt017
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01141766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01143025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030651
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01138318
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01141766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034837
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFIED GRADUATING SENIORS FROM NORTH AUGUSTA HIGH SCHOOL. THIS IS DONE BY ONLY PROVIDING SCHOLARSHIIPS FROM THE INVESTMENT INCOME AND NOT THE CORPUS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PAUL KNOW EDUCATIONAL ENDOWMENT FUND PROVIDES SCHOLARSHIPS TO QUALIFIED GRADUATES FROM NORTH AUGUSTA HIGH SCHOOL EACH YEAR. THE SCHOLARSHIPS ARE $3,OOO EACH AND THE FUND RPOVIDES SCHOLARHIPS BASE UPON THE EARNINGS FROM INVESTMENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0NO NON CASH ASSISTANCE IS PROVIDED. THE APPLICANTS FOR THE SCHOLARSHIP ARE SELECTED BASED UPON GRADES, ACT AND SAT SCORES, NEED, POTENTIAL CONTRIBUTION TO SOCIETY.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0NA
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A LIST OF THE ANNUAL RECEIPIENTS OF THE SCHOLARSHIPS ARE MAINTAIN. THE SCHOLARSHIPS ARE AWARDED EACH YEAR AT THE HIGH SCHOOL GRADUATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE MADE AVAILABLE AT THE NEXT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01175899
IRS990/TotalAssetsEOYAmt01172321
IRS990/TotalAssetsGrp/BOYAmt01175899
IRS990/TotalAssetsGrp/EOYAmt01172321
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030000
IRS990/TotalFunctionalExpensesGrp/TotalAmt030042
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01175899
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01172321
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.13$0.03$0.10
2023Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.03$0.03$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.03$0.03$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.03$0.03$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.03$0.03$0.00
2019Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.03$0.03$0.00
2018Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.03$0.01
2017Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.03$0.03$0.00
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.04$0.03$0.00
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.04$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.03$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.03$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.54$0.03$0.51