Civic Intelligence

Sumter Education Foundation

990EZ • Fiscal year 2023 • EIN 57-0963633

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 12, 2024

Organization ProfileSEFOUNDATION.COM
1345 Wilson Hall RoadSumter, SC 29150

(803) 316-4016

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

79th percentile

26%

Higher net margin than 79% 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

57th percentile

5.1%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$31,187

Up $1,521 (+5.1%) from 2022

Net Assets

Up

$31,187

Up $1,521 (+5.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin79th percentile

Revenue

Down

$5,824

Down $2,915 (-33%) from 2022

Expenses

Down

$4,303

Down $117,483 (-96%) from 2022

Net Income

Up

$1,521

Up $114,568 (+101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$150K$100K$50K$0Assets 2017: $84,947Liabilities 2017: $02017Assets 2018: $30,857Liabilities 2018: $0Net Assets 2018: $30,8572018Assets 2019: $126,256Liabilities 2019: $0Net Assets 2019: $126,2562019Assets 2021: $142,713Liabilities 2021: $0Net Assets 2021: $142,7132021Assets 2022: $29,666Liabilities 2022: $0Net Assets 2022: $29,6662022Assets 2023: $31,187Liabilities 2023: $0Net Assets 2023: $31,1872023Assets 2024: $19,695Liabilities 2024: $0Net Assets 2024: $19,6952024

Highlighted filing

2023

Assets$31,187
Liabilities$0
Net Assets$31,187
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$400K$200K$0-$200KRevenue 2017: $113,568Expenses 2017: $66,024Net Income 2017: $47,5442017Revenue 2018: $256,985Expenses 2018: $311,075Net Income 2018: -$54,0902018Revenue 2019: $257,103Expenses 2019: $161,688Net Income 2019: $95,4152019Revenue 2021: $89,727Expenses 2021: $53,799Net Income 2021: $35,9282021Revenue 2022: $8,739Expenses 2022: $121,786Net Income 2022: -$113,0472022Revenue 2023: $5,824Expenses 2023: $4,303Net Income 2023: $1,5212023Revenue 2024: $3,668Expenses 2024: $15,160Net Income 2024: -$11,4922024

Highlighted filing

2023

Revenue$5,824
Expenses$4,303
Net Income$1,521
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 12, 2024
Return Version
2023v4.0
Gross Receipts
$5,824
Mission and Program Overview

Mission

Provide books to all grade levels sumter

Provide books and equipment to all grade

Program Services

DescriptionGrantsExpenses
TEACHER APPRECIATION AWARDS-$3,200
STEM VAN LOGO-$200
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTY PATTERSONChairman-$0--
BRONWYN MCELVEENVice Chair-$0--
PATRICE ZEIGLERSecretary-$0--
KATHY NIGROTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sumter Education Foundation
EIN
57-0963633
Address
1345 WILSON HALL ROAD, Sumter, SC 29150

Signing Officer

Name
Kathy Nigro
Title
Treasurer
Phone
8033164019
Signed
2024-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Global Tax & Business Services LLC
Address
1422 CAMDEN HIGHWAY, SUMTER, SC 29153
Preparer
Violet Smith Ea
Phone
8037748000
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountVOIDED CHECK FROM PREVIOUS YEAR 100”

Description of other expenses Part I line 16

“Description AmountBOARD INSURANCE 703FILING FEE 50TEACHERS APRECIATION 3,200LOGO 200”

Raw XML Appendix145 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/BooksInCareOfDetail/PersonNm0KATHY NIGRO
IRS990EZ/BooksInCareOfDetail/PhoneNum08033164016
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01345 WILSON HALL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sumter
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029666
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05724
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01521
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029666
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031187
IRS990EZ/GrossReceiptsAmt05824
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029666
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029666
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATTY PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRONWYN MCELVEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICE ZEIGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY NIGRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04153
IRS990EZ/OtherRevenueTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BOOKS AND EQUIPMENT TO ALL GRADE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER APPRECIATION AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STEM VAN LOGO
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04303
IRS990EZ/TotalProgramServiceExpensesAmt03400
IRS990EZ/TotalRevenueAmt05824
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SEFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104190
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0104190
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08739
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089727
IRS990ScheduleA/Total509Grp/TotalAmt0104190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0104190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountVOIDED CHECK FROM PREVIOUS YEAR 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBOARD INSURANCE 703FILING FEE 50TEACHERS APRECIATION 3,200LOGO 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY NIGRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08033164019
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMTER EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMT
ReturnHeader/Filer/EIN0570963633
ReturnHeader/Filer/USAddress/AddressLine1Txt01345 WILSON HALL ROAD
ReturnHeader/Filer/USAddress/CityNm0Sumter
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201690699
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLOBAL TAX & BUSINESS SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01422 CAMDEN HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUMTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029153
ReturnHeader/PreparerPersonGrp/PhoneNum08037748000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIOLET SMITH EA
ReturnHeader/ReturnTs02024-03-12T17:13:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NIGRO
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
$31,187
Liabilities
$0
Net assets
$31,187
Revenue
$5,824
Expenses
$4,303
Net income
$1,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.04$0.15$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.06$0.04$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.09$1.22$1.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.90$0.54$0.36
2019Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$2.57$1.62$0.95
2018Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$2.57$3.11$0.54
2017Summary only. Only limited summary data is available for this year.$0.85$0.00$1.14$0.66$0.48