Civic Intelligence

Union Third Division Peterson Education Institute

990EZ • Fiscal year 2019 • EIN 57-0661423

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

1.9%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$190,907

Up $3,531 (+1.9%) from 2018

Net Assets

Up

$190,907

Up $3,531 (+1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Down

$24,591

Down $12,885 (-34%) from 2018

Expenses

Up

$26,375

Up $3,754 (+17%) from 2018

Net Income

Down

-$1,784

Down $16,639 (-112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2019

Assets$190,907
Liabilities$0
Net Assets$190,907
Open 2019 Filing

Operations Trend

Revenue Growth15th 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

2019

Revenue$24,591
Expenses$26,375
Net Income-$1,784
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2020
Return Version
2019v5.1
Gross Receipts
$24,591
Mission and Program Overview

Mission

Prov scholars and fin aid to students

Program Services

DescriptionGrantsExpenses
AWARDED FINANCIAL AID AND SCHOLARSHIPS TO 43 STUDENTS.-$13,608
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY MERRIWEATHERModerator-$0--
KEITH GORDONVice Moderator-$0--
VERDA MUSIERSecretary-$0--
JOE BENNETTAssistant Secretary-$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--
NELLIE LOMAXFinancial Secretary-$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
Nellie Lomax
Title
Financial Secre
Phone
8036375553
Signed
2020-05-19
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 2,446donation to student aid 13,608conferences 2,457insurance 100safe deposit 74travel 1,022sextons 288supplies 66park expenses 701property taxes 451musicians 805land committee 105”

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

“Description amountaddl contributions 5,315”

Raw XML Appendix171 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/PersonNm6PAT JOHNSON
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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/TitleTxt7ASSISTANT FIN SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8WOMEN MISSION PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9YOUTH COUNCIL PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FINANCIAL SECRETARY
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IRS990EZ/PrintingPublicationsPostageAmt0636
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDONATION TO COLLEGES 2,446DONATION TO STUDENT AID 13,608CONFERENCES 2,457INSURANCE 100SAFE DEPOSIT 74TRAVEL 1,022SEXTONS 288SUPPLIES 66PARK EXPENSES 701PROPERTY TAXES 451MUSICIANS 805LAND COMMITTEE 105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADDL CONTRIBUTIONS 5,315
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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum08036375553
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION 3 PETERSON ED INST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0570661423
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ReturnHeader/Filer/USAddress/CityNm0EDGEFIELD
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.50.131.130
ReturnHeader/FilingSecurityInformation/IPDt02020-05-22
ReturnHeader/FilingSecurityInformation/IPTm014:27:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810758682
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kristen Louden CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 Main Street
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029646
ReturnHeader/PreparerPersonGrp/PhoneNum08642239579
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristen Louden
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-19T15:54:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,907
Liabilities
$0
Net assets
$190,907
Revenue
$24,591
Expenses
$26,375
Net income
-$1,784
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