Civic Intelligence

Union Third Division Peterson Education Institute

990EZ • Fiscal year 2017 • EIN 57-0661423

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 06, 2018

Organization Profile
113 Morgan Bussey RdEdgefield, SC 29824

(803) 637-5553

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$164,145

Down $3,051 (-1.8%) from 2016

Net Assets

Down

$164,145

Down $3,051 (-1.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin75th percentile

Revenue

Up

$28,462

Up $6,814 (+31%) from 2016

Expenses

Up

$23,127

Up $179 (+0.8%) from 2016

Net Income

Up

$5,335

Up $6,635 (+510%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$164,145
Liabilities$0
Net Assets$164,145
Open 2017 Filing

Operations Trend

Revenue Growth79th 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

2017

Revenue$28,462
Expenses$23,127
Net Income$5,335
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 6, 2018
Return Version
2017v2.2
Gross Receipts
$28,462
Mission and Program Overview

Mission

Prov scholars and fin aid to students

Program Services

DescriptionGrantsExpenses
AWARDED FINANCIAL AID AND SCHOLARSHIPS TO 52 STUDENTS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY MERRIWEATHERModerator-$0--
KEITH GORDONVice Moderator-$0--
VERDA MUSIERSecretary-$0--
MACK RYANSTreasurer-$0--
WILLIE OUTZSAssistant Treasurer-$0--
PAT JOHNSONFinancial Secretary-$0--
SADIE FULLERAssistant Fin Secretary-$0--
FRANKIE FREEMANWomen Mission President-$0--
JAMES GILCHRISTYouth Council President-$0--
Filing and Contact Details

Filer

Filer Name
Union 3 Peterson Ed Inst
EIN
57-0661423
Address
113 MORGAN BUSSEY RD, EDGEFIELD, SC 29824

Signing Officer

Name
Pat Johnson
Title
Financial Secre
Phone
8036375553
Signed
2018-06-06
Discuss with paid preparer
No

Preparer

Firm
Kristen Louden 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 1,141donation to student aid 5,980conferences 2,354insurance 200donations to spelling bee and miss 607travel 192speakers training 1,906donation to families in crisis 334missionary 4,961supplies 434propery taxes 403”

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

“Description amountaddl missionary contributions (716)addl youth dept contributions (1,388)addl contributions (6,282)”

Raw XML Appendix157 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt02440
IRS990EZ/BooksInCareOfDetail/PersonNm0PAT JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08036375553
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0113 MORGAN BUSSEY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDGEFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029824
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0162996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0159945
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028462
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05335
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0167196
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0164145
IRS990EZ/GrossReceiptsAmt028462
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt04200
IRS990EZ/LandAndBuildingsGrp/EOYAmt04200
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0167196
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0164145
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0167196
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0164145
IRS990EZ/OccupancyRentUtltsAndMaintAmt0600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HENRY MERRIWEATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEITH GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERDA MUSIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MACK RYANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIE OUTZS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAT JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SADIE FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRANKIE FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMES GILCHRIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MODERATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE MODERATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSISTANT FIN SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7WOMEN MISSION PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8YOUTH COUNCIL PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-8386
IRS990EZ/OtherExpensesTotalAmt018512
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROV SCHOLARS AND FIN AID TO STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDED FINANCIAL AID AND SCHOLARSHIPS TO 52 STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023127
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt028462
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDONATION TO COLLEGES 1,141DONATION TO STUDENT AID 5,980CONFERENCES 2,354INSURANCE 200DONATIONS TO SPELLING BEE AND MISS 607TRAVEL 192SPEAKERS TRAINING 1,906DONATION TO FAMILIES IN CRISIS 334MISSIONARY 4,961SUPPLIES 434PROPERY TAXES 403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADDL MISSIONARY CONTRIBUTIONS (716)ADDL YOUTH DEPT CONTRIBUTIONS (1,388)ADDL CONTRIBUTIONS (6,282)
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum08036375553
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION 3 PETERSON ED INST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0570661423
ReturnHeader/Filer/USAddress/AddressLine1Txt0113 MORGAN BUSSEY RD
ReturnHeader/Filer/USAddress/CityNm0EDGEFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029824
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F28984498449E51E229B1B5E3663C8A4279326B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F28984498449E51E229B1B5E3663C8A4279326B2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05791782018157za1cpxg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.4.3.120
ReturnHeader/FilingSecurityInformation/IPDt02018-06-06
ReturnHeader/FilingSecurityInformation/IPTm010:58:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810758682
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kristen Louden LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029646
ReturnHeader/PreparerPersonGrp/PhoneNum08642239579
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristen Louden
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-06T10:57:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,145
Liabilities
$0
Net assets
$164,145
Revenue
$28,462
Expenses
$23,127
Net income
$5,335
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