Civic Intelligence

Sumter Education Foundation

990EZ • Fiscal year 2024 • EIN 57-0963633

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 13, 2025

Organization ProfileSEFOUNDATION.COM
1345 Wilson Hall RoadSumter, SC 29150

(803) 491-5888

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-313%

Higher net margin than 3% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-37%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-37%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$19,695

Down $11,492 (-37%) from 2023

Net Assets

Down

$19,695

Down $11,492 (-37%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$3,668

Down $2,156 (-37%) from 2023

Expenses

Up

$15,160

Up $10,857 (+252%) from 2023

Net Income

Down

-$11,492

Down $13,013 (-856%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2024

Assets$19,695
Liabilities$0
Net Assets$19,695
Open 2024 Filing

Operations Trend

Revenue Growth15th 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

2024

Revenue$3,668
Expenses$15,160
Net Income-$11,492
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 13, 2025
Return Version
2024v5.0
Gross Receipts
$3,668
Mission and Program Overview

Mission

Provide books to all grade levels sumter

Provide books and equipment to all grade

Program Services

DescriptionGrantsExpenses
SUMTER SCHOOL DISTRICT STEM AWARD-$13,360
TEACHER APPRECIATION AWARDS-$1,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTY PATTERSONChairman-$0--
MARGARET HUTCHINSONVice ChairPT$0--
PATRICE ZEIGLERSecretaryPT$0--
KATHY NIGROTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sumter Education Foundation
EIN
57-0963633
In Care Of
% KATHY NIGRO
Phone
8034915888
Address
1345 WILSON HALL ROAD, Sumter, SC 29150

Signing Officer

Name
Kathy Nigro
Title
Treasurer
Phone
8033164019
Signed
2025-03-13
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

List of grants and similar amounts paid Part I line 10

“Activity STEM AWARD Grantee SUMTER SCHOOL DISTRICT Street 1345 WILSON HALL ROAD City, State, Zip Sumter, SC 29150”

Description of other expenses Part I line 16

“Description AmountBOARD INSURANCE 698FILING FEE 52TEACHERS APRECIATION 14,360”

Raw XML Appendix149 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/BOYAmt031187
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019695
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03668
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11492
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt050
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031187
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019695
IRS990EZ/GrossReceiptsAmt03668
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031187
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019695
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031187
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019695
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt325.00
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/PersonNm1MARGARET HUTCHINSON
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/OtherExpensesTotalAmt015110
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BOOKS AND EQUIPMENT TO ALL GRADE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER APPRECIATION AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUMTER SCHOOL DISTRICT STEM AWARD
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015160
IRS990EZ/TotalProgramServiceExpensesAmt014360
IRS990EZ/TotalRevenueAmt03668
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SEFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107858
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0107858
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08739
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089727
IRS990ScheduleA/Total509Grp/TotalAmt0107858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0107858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity STEM AWARD Grantee SUMTER SCHOOL DISTRICT Street 1345 WILSON HALL ROAD City, State, Zip Sumter, SC 29150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBOARD INSURANCE 698FILING FEE 52TEACHERS APRECIATION 14,360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY NIGRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08033164019
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMTER EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMT
ReturnHeader/Filer/EIN0570963633
ReturnHeader/Filer/InCareOfNm0% KATHY NIGRO
ReturnHeader/Filer/PhoneNum08034915888
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/PreparationDt02025-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIOLET SMITH EA
ReturnHeader/ReturnTs02025-03-13T15:43:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,695
Liabilities
$0
Net assets
$19,695
Revenue
$3,668
Expenses
$15,160
Net income
-$11,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.04$0.15$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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