Civic Intelligence

W Harvey Bryant Charitable Trust

990 • Fiscal year 2012 • EIN 57-0814668

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 13, 2013

PO Box 74729571
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

13th percentile

-9.6%

Faster asset growth than 13% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,884,810

Down $200,431 (-9.6%) from 2011

Net Assets

Down

$1,869,810

Down $178,190 (-8.7%) from 2011

Liabilities

Down

$15,000

Down $22,241 (-60%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$293,609

Up $176,274 (+150%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,085,241Liabilities 2011: $37,241Net Assets 2011: $2,048,0002011Assets 2012: $1,884,810Liabilities 2012: $15,000Net Assets 2012: $1,869,8102012Assets 2013: $1,839,079Liabilities 2013: $0Net Assets 2013: $1,839,0792013Assets 2014: $1,613,890Liabilities 2014: $0Net Assets 2014: $1,613,8902014Assets 2015: $1,148,022Liabilities 2015: $0Net Assets 2015: $1,148,0222015Assets 2016: $1,141,029Liabilities 2016: $0Net Assets 2016: $1,141,0292016Assets 2017: $1,147,156Liabilities 2017: $0Net Assets 2017: $1,147,1562017Assets 2018: $1,148,678Liabilities 2018: $0Net Assets 2018: $1,148,6782018Assets 2019: $1,157,541Liabilities 2019: $0Net Assets 2019: $1,157,5412019Assets 2020: $1,181,396Liabilities 2020: $0Net Assets 2020: $1,181,3962020Assets 2021: $1,203,941Liabilities 2021: $3,751Net Assets 2021: $1,200,1902021Assets 2022: $1,226,755Liabilities 2022: $5,226Net Assets 2022: $1,221,5292022Assets 2023: $1,237,785Liabilities 2023: $6,791Net Assets 2023: $1,230,9942023Assets 2024: $1,241,516Liabilities 2024: $53Net Assets 2024: $1,241,4632024

Highlighted filing

2012

Assets$1,884,810
Liabilities$15,000
Net Assets$1,869,810

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $85,915Expenses 2011: $117,335Net Income 2011: -$31,4202011Expenses 2012: $293,6092012Revenue 2013: $54,118Expenses 2013: $84,849Net Income 2013: -$30,7312013Revenue 2014: $112,745Expenses 2014: $337,934Net Income 2014: -$225,1892014Revenue 2015: $52,738Expenses 2015: $518,606Net Income 2015: -$465,8682015Revenue 2016: $42,872Expenses 2016: $49,865Net Income 2016: -$6,9932016Revenue 2017: $33,637Expenses 2017: $27,510Net Income 2017: $6,1272017Revenue 2018: $25,283Expenses 2018: $23,761Net Income 2018: $1,5222018Revenue 2019: $26,193Expenses 2019: $17,330Net Income 2019: $8,8632019Revenue 2020: $39,245Expenses 2020: $15,390Net Income 2020: $23,8552020Revenue 2021: $32,261Expenses 2021: $13,467Net Income 2021: $18,7942021Revenue 2022: $36,920Expenses 2022: $15,581Net Income 2022: $21,3392022Revenue 2023: $24,648Expenses 2023: $15,183Net Income 2023: $9,4652023Revenue 2024: $24,293Expenses 2024: $13,824Net Income 2024: $10,4692024

Highlighted filing

2012

Revenue-
Expenses$293,609
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 13, 2013
Return Version
2012v2.0
Gross Receipts
$115,419
Mission and Program Overview

Mission

The Trust provides low interest loans to needy students of Marion County. This enables various institutions of higher learning to benefit by having students who without aid would not be able to attend college/tech.

Filing and Contact Details

Filer

EIN
57-0814668
Raw XML Appendix315 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
IRS990/AccountantCompileOrReview0false
IRS990/AccountsReceivable/EOY00
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0The Trust provides low interest loans to needy students of Marion County. This enables various institutions of higher learning to benefit by having students who without aid would not be able to.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO Box 1069
IRS990/AddressPrincipalOfficerUS/City0Marion
IRS990/AddressPrincipalOfficerUS/State0SC
IRS990/AddressPrincipalOfficerUS/ZIPCode029571
IRS990/Advertising/Total00
IRS990/AllAffiliatesIncluded0false
IRS990/AllOtherExpenses/Total00
IRS990/AnnualDisclosureCoveredPersons0false
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY019417
IRS990/CashNonInterestBearing/EOY019668
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral08284
IRS990/CompCurrentOfficersDirectors/Total08284
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0false
IRS990/ConferencesMeetings/Total00
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30true
IRS990/Description0Low interest loans to needy students of Marion County.
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0false
IRS990/EscrowAccount0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral025990
IRS990/FeesForServicesAccounting/Total025990
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/ManagementAndGeneral02297
IRS990/FeesForServicesLegal/Total02297
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total00
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FiledLieu10410false
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek03.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated00.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated10.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/NamePerson0James A Belous
IRS990/Form990PartVIISectionA/NamePerson1Brice Woods
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization04142
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization14142
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990PartVIISectionA/Title1Trustee
IRS990/Form990ProvidedToGoverningBody0true
IRS990/Form990-TFiled0false
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0115419
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/ManagementAndGeneral05834
IRS990/Interest/Total05834
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear0115419
IRS990/InvestmentIncome/ExclusionAmount0115419
IRS990/InvestmentIncomePriorYear085915
IRS990/InvestmentIncome/TotalRevenueColumn0115419
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/EOY00
IRS990/InvestTaxExemptBonds0false
IRS990/LandBuildingsEquipmentBasisNet/EOY00
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0The Trust provides low interest loans to needy students of Marion County. This enables various institutions of higher learning to benefit by having students who without aid would not be able to.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Brice Woods
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers02
IRS990/NbrVotingMembersGoverningBody02
IRS990/NetAssetsOrFundBalancesBOY02048000
IRS990/NetAssetsOrFundBalancesEOY01869810
IRS990/NetGainOrLossInvestments/TotalRevenueColumn00
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109601
IRS990/NumberIndependentVotingMembers02
IRS990/NumberIndividualsGT100K00
IRS990/NumberOf8282Filed00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/ManagementAndGeneral013
IRS990/OfficeExpenses/Total013
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY03500
IRS990/OtherAssetsTotal/EOY0200
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear0108394
IRS990/OtherExpensesCurrentYear0285325
IRS990/OtherExpenses/Description0Bank Charges
IRS990/OtherExpenses/Description1Loss on Sale of Stock
IRS990/OtherExpenses/Description2Bad Debts
IRS990/OtherExpenses/ManagementAndGeneral0120
IRS990/OtherExpenses/ManagementAndGeneral12680
IRS990/OtherExpenses/ManagementAndGeneral2248391
IRS990/OtherExpenses/Total0120
IRS990/OtherExpenses/Total12680
IRS990/OtherExpenses/Total2248391
IRS990/OtherNotesLoansReceivableNet/BOY02062324
IRS990/OtherNotesLoansReceivableNet/EOY01864942
IRS990/OtherRevenueCurrentYear00
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses0-178190
IRS990/RegularMonitoringEnforcement0false
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-178190
IRS990/RevenuesLessExpensesPriorYear0-31420
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear08284
IRS990/SalariesEtcPriorYear08941
IRS990/SavingsAndTempCashInvestments/EOY00
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0570814668
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0false
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10Trust provides low interest loans
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0false
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0false
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0Non Applic
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0The board will make any of its information and policies available to the public by appointment.
IRS990ScheduleO/GeneralExplanation/Explanation1The board reviews the form 990.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0SC
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10PO Box 747
IRS990/TheBooksAreInCareOf/AddressUS/City0Marion
IRS990/TheBooksAreInCareOf/AddressUS/State0SC
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode029571
IRS990/TheBooksAreInCareOf/NamePerson0James A Belous
IRS990/TheBooksAreInCareOf/TelephoneNumber08434230931
IRS990/TotalAssets/BOY02085241
IRS990/TotalAssetsBOY02085241
IRS990/TotalAssets/EOY01884810
IRS990/TotalAssetsEOY01884810
IRS990/TotalCompGT150K0false
IRS990/TotalContributions00
IRS990/TotalExpensesCurrentYear0293609
IRS990/TotalExpensesPriorYear0117335
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0293609
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total0293609
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY037241
IRS990/TotalLiabilitiesBOY037241
IRS990/TotalLiabilities/EOY015000
IRS990/TotalLiabilitiesEOY015000
IRS990/TotalLiabNetAssetsFundBalances/BOY02085241
IRS990/TotalLiabNetAssetsFundBalances/EOY01884810
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY02048000
IRS990/TotalNetAssetsFundBalances/EOY01869810
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue00
IRS990/TotalReportableCompFromOrg08284
IRS990/TotalRevenueCurrentYear0115419
IRS990/TotalRevenue/ExclusionAmount0115419
IRS990/TotalRevenuePriorYear085915
IRS990/TotalRevenue/TotalRevenueColumn0115419
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY02048000
IRS990/UnrestrictedNetAssets/EOY01869810
IRS990/UnsecuredNotesLoansPayable/BOY037241
IRS990/UnsecuredNotesLoansPayable/EOY015000
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01985
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0570814668
ReturnHeader/Filer/Name/BusinessNameLine10W Harvey Bryant Charitable Trust
ReturnHeader/Filer/NameControl0WHAR
ReturnHeader/Filer/Phone08434230931
ReturnHeader/Filer/USAddress/AddressLine10PO Box 747
ReturnHeader/Filer/USAddress/City0Marion
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029571
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-03-13
ReturnHeader/Officer/Name0Brice Woods
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10James A Belous CPA PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 747
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Marion
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0295710747
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-13T14:05:39-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.02$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.02$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.04$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.03$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.03$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.52$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11$0.34$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.08$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.02$1.87$0.29
2011Summary only. Only limited summary data is available for this year.$2.09$0.04$2.05$0.09$0.12$0.03