Civic Intelligence

Union Third Division Peterson Education Institute

990EZ • Fiscal year 2023 • EIN 57-0661423

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
PO Box 1923Mc Cormick, SC 29835

(803) 637-5553

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

190%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$242,476

Up $46,507 (+24%) from 2022

Net Assets

Up

$242,476

Up $46,507 (+24%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$33,182

Up $21,730 (+190%) from 2022

Expenses

Down

$10,704

Down $5,936 (-36%) from 2022

Net Income

Up

$22,478

Up $27,666 (+533%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$300K$200K$100K$0Assets 2011: $123,906Liabilities 2011: $0Net Assets 2011: $123,9062011Assets 2012: $135,312Liabilities 2012: $0Net Assets 2012: $135,3122012Assets 2013: $137,348Liabilities 2013: $0Net Assets 2013: $137,3482013Assets 2014: $152,508Liabilities 2014: $0Net Assets 2014: $152,5082014Assets 2015: $156,759Liabilities 2015: $0Net Assets 2015: $156,7592015Assets 2016: $167,196Liabilities 2016: $0Net Assets 2016: $167,1962016Assets 2017: $164,145Liabilities 2017: $0Net Assets 2017: $164,1452017Assets 2018: $187,376Liabilities 2018: $0Net Assets 2018: $187,3762018Assets 2019: $190,907Liabilities 2019: $0Net Assets 2019: $190,9072019Assets 2020: $204,669Liabilities 2020: $0Net Assets 2020: $204,6692020Assets 2021: $207,089Liabilities 2021: $0Net Assets 2021: $207,0892021Assets 2022: $195,969Liabilities 2022: $0Net Assets 2022: $195,9692022Assets 2023: $242,476Liabilities 2023: $0Net Assets 2023: $242,4762023

Highlighted filing

2023

Assets$242,476
Liabilities$0
Net Assets$242,476
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$40K$20K$0-$20KRevenue 2011: $26,628Expenses 2011: $25,745Net Income 2011: $8832011Revenue 2012: $23,908Expenses 2012: $12,502Net Income 2012: $11,4062012Revenue 2013: $24,476Expenses 2013: $26,153Net Income 2013: -$1,6772013Revenue 2014: $34,378Expenses 2014: $24,726Net Income 2014: $9,6522014Revenue 2015: $19,649Expenses 2015: $22,243Net Income 2015: -$2,5942015Revenue 2016: $21,648Expenses 2016: $22,948Net Income 2016: -$1,3002016Revenue 2017: $28,462Expenses 2017: $23,127Net Income 2017: $5,3352017Revenue 2018: $37,476Expenses 2018: $22,621Net Income 2018: $14,8552018Revenue 2019: $24,591Expenses 2019: $26,375Net Income 2019: -$1,7842019Revenue 2020: $13,593Expenses 2020: $9,425Net Income 2020: $4,1682020Expenses 2021: $20,8682021Revenue 2022: $11,452Expenses 2022: $16,640Net Income 2022: -$5,1882022Revenue 2023: $33,182Expenses 2023: $10,704Net Income 2023: $22,4782023

Highlighted filing

2023

Revenue$33,182
Expenses$10,704
Net Income$22,478
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.1
Gross Receipts
$33,182
Mission and Program Overview

Mission

Prov scholars and fin aid to students

Program Services

DescriptionGrantsExpenses
AWARDED FINANCIAL AID AND SCHOLARSHIPS TO 44 STUDENTS.-$8,540
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY MERRIWEATHERModerator-$0--
KEITH GORDONVice Moderator-$0--
VERDA MUSIERSecretary-$0--
DENNIS SCURRYAssistant Secretary-$0--
NATHANIEL STEVENSTreasurer-$0--
WILLIE OUTZSAssistant Treasurer-$0--
PATRICIA JOHNSONFinancial Secretary-$0--
SADIE FULLERMissionary Fin Secretary-$0--
NELLIE LOMAXYouth Fin Secretary-$0--
MODENA STEVENMissionary President-$0--
CLAUDE CARTLEDGEParliamentary-$0--
Filing and Contact Details

Filer

Filer Name
Union 3
EIN
57-0661423
Address
PO BOX 1923, MC CORMICK, SC 29835

Signing Officer

Name
Patricia Johnson
Title
Financial Secre
Phone
8036375553
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kristen Louden CPA LLC
Address
402 Main Street, Greenwood, SC 29646
Preparer
Kristen Louden
Phone
8642239579
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdonation to colleges 1,400conferences training 2,335insurance 100travel 1,509”

Other changes in net assets or fund balances Part I line 20

“Description amountperiod adj 24,029”

Raw XML Appendix169 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HENRY MERRIWEATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEITH GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERDA MUSIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS SCURRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NATHANIEL STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIE OUTZS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SADIE FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NELLIE LOMAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MODENA STEVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CLAUDE CARTLEDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MODERATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE MODERATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MISSIONARY FIN SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8YOUTH FIN SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MISSIONARY PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PARLIAMENTARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt024029
IRS990EZ/OtherExpensesTotalAmt05344
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0576
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08540
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01199
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt08540
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDONATION TO COLLEGES 1,400CONFERENCES TRAINING 2,335INSURANCE 100TRAVEL 1,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPERIOD ADJ 24,029
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum08036375553
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION 3
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0570661423
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1923
ReturnHeader/Filer/USAddress/CityNm0MC CORMICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029835
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810758682
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kristen Louden CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029646
ReturnHeader/PreparerPersonGrp/PhoneNum08642239579
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristen Louden
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-08T10:00:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,476
Liabilities
$0
Net assets
$242,476
Revenue
$33,182
Expenses
$10,704
Net income
$22,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.33$0.11$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.11$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.14$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.25$0.26$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.37$0.23$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.28$0.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.22$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.20$0.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.34$0.25$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.24$0.26$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.24$0.13$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.27$0.26$0.01