Civic Intelligence

Pee Dee Electric Trust

990EZ • Fiscal year 2020 • EIN 57-0966373

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 17, 2021

P O Box 491Darlington, SC 29532-0491

(843) 665-4070

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

4.1%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$144,261

Down $18,224 (-11%) from 2019

Net Assets

$144,261

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$134,074

Up $5,235 (+4.1%) from 2019

Expenses

Down

$152,298

Down $14,303 (-8.6%) from 2019

Net Income

Up

-$18,224

Up $19,538 (+52%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $115,882Liabilities 2011: $02011Assets 2012: $105,617Liabilities 2012: $02012Assets 2013: $125,618Liabilities 2013: $02013Assets 2014: $144,454Liabilities 2014: $02014Assets 2015: $153,117Liabilities 2015: $02015Assets 2016: $177,718Liabilities 2016: $02016Assets 2017: $227,885Liabilities 2017: $02017Assets 2018: $200,247Liabilities 2018: $02018Assets 2019: $162,485Liabilities 2019: $02019Assets 2020: $144,261Liabilities 2020: $0Net Assets 2020: $144,2612020Assets 2021: $168,913Liabilities 2021: $0Net Assets 2021: $168,9132021Assets 2022: $202,793Liabilities 2022: $0Net Assets 2022: $202,7932022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$144,261
Liabilities$0
Net Assets$144,261

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $121,525Expenses 2011: $122,055Net Income 2011: -$5302011Revenue 2012: $124,796Expenses 2012: $135,061Net Income 2012: -$10,2652012Revenue 2013: $124,775Expenses 2013: $104,774Net Income 2013: $20,0012013Revenue 2014: $125,074Expenses 2014: $106,238Net Income 2014: $18,8362014Revenue 2015: $123,475Expenses 2015: $114,812Net Income 2015: $8,6632015Revenue 2016: $126,870Expenses 2016: $102,269Net Income 2016: $24,6012016Revenue 2017: $124,708Expenses 2017: $74,541Net Income 2017: $50,1672017Revenue 2018: $127,122Expenses 2018: $154,760Net Income 2018: -$27,6382018Revenue 2019: $128,839Expenses 2019: $166,601Net Income 2019: -$37,7622019Revenue 2020: $134,074Expenses 2020: $152,298Net Income 2020: -$18,2242020Revenue 2021: $127,013Expenses 2021: $102,361Net Income 2021: $24,6522021Revenue 2022: $120,192Expenses 2022: $86,312Net Income 2022: $33,8802022Revenue 2023: $125,164Expenses 2023: $100,545Net Income 2023: $24,6192023

Highlighted filing

2020

Revenue$134,074
Expenses$152,298
Net Income-$18,224
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 17, 2021
Return Version
2020v4.0
Gross Receipts
$134,074
Mission and Program Overview

Mission

To accumulate and disburse funds for charitable purpose in the service area of pee dee electric cooperative, inc.

Program Services

DescriptionGrantsExpenses
TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE PURPOSE IN THE SERVICE AREA OF PEE DEE ELECTRIC COOPERATIVE, INC.$152,263$152,263
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN JEFFORDSChairman-$0--
JOHNNY QUICKVice Chairma-$0--
ANDREA MCGILLSecretary-$0--
TOMMY STEPHENSTreasurer-$0--
ELAINE ATKINSONTrustee-$0--
CAROLYN CAINTrustee-$0--
BURT KELLEYTrustee-$0--
MATHEW LANGSTONTrustee-$0--
NICKI SPEARSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pee Dee Electric Trust
EIN
57-0966373
Phone
8436654070
Address
P O BOX 491, DARLINGTON, SC 29532-0491

Signing Officer

Name
Warren Jeffords
Title
Chairman
Phone
8432924355
Signed
2021-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
Bryan a Isgett
Phone
4787466277
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: individual assist. Cash contribution: 118,263 relationship: none

Form 990-ez, Part I, Line 16

Expenses service charges 35 total 35

Form 990-ez, Part II, Line 24

Accounts receivable 10,383 10,791 total 10,383 10,791

Form 990-ez, Part III

To accumulate and disburse funds for charitable purpose in the service area of pee dee electric cooperative, inc.

Raw XML Appendix170 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WARREN JEFFORDS
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOHNNY QUICK
CompensationExplanation/CompensationExplanationGrp/PersonNm2ANDREA MCGILL
CompensationExplanation/CompensationExplanationGrp/PersonNm3TOMMY STEPHENS
CompensationExplanation/CompensationExplanationGrp/PersonNm4ELAINE ATKINSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5CAROLYN CAIN
CompensationExplanation/CompensationExplanationGrp/PersonNm6BURT KELLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm7MATHEW LANGSTON
CompensationExplanation/CompensationExplanationGrp/PersonNm8NICKI SPEARS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PEE DEE ELECTRIC TRUST
IRS990EZ/BooksInCareOfDetail/PhoneNum08436654070
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01355 EAST MCIVER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DARLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0152102
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133470
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0128994
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18224
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0162485
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144261
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0152263
IRS990EZ/GrossReceiptsAmt0134074
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05080
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162485
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0144261
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162485
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/PersonNm0WARREN JEFFORDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHNNY QUICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA MCGILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOMMY STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELAINE ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLYN CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BURT KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATHEW LANGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICKI SPEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010383
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010791
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE PURPOSE IN THE SERVICE AREA OF PEE DEE ELECTRIC COOPERATIVE, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE PURPOSE IN THE SERVICE AREA OF PEE DEE ELECTRIC COOPERATIVE, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0152263
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0152263
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0152298
IRS990EZ/TotalProgramServiceExpensesAmt0152263
IRS990EZ/TotalRevenueAmt0134074
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST RECEIVED DONATED SERVICES OF ADMINISTRATIVE TIME FROM CERTAIN EMPLOYEES OF PEE DEE ELECTRIC COOPERATIVE, INC. DONATED SERVICES TOTALED 35,542 FOR THE YEAR ENDED DECEMBER 31, 2020. THIS AMOUNT IS NOT INCLUDED IN INCOME OR EXPENSES FOR PURPOSES OF THE FORM 990-EZ, AS THE FORM DOES NOT RECOGNIZE ASC 958.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0128850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0123532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0629077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01715
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-1271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01014
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02907
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99540
IRS990ScheduleA/PublicSupportPY170Pct00.99740
IRS990ScheduleA/PublicSupportTotal170Amt0629077
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0128850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0123532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125856
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0629077
IRS990ScheduleA/TotalSupportAmt0631984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: INDIVIDUAL ASSIST. CASH CONTRIBUTION: 118,263 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SERVICE CHARGES 35 TOTAL 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 10,383 10,791 TOTAL 10,383 10,791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE PURPOSE IN THE SERVICE AREA OF PEE DEE ELECTRIC COOPERATIVE, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN JEFFORDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08432924355
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEE DEE ELECTRIC TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PEED
ReturnHeader/Filer/EIN0570966373
ReturnHeader/Filer/PhoneNum08436654070
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 491
ReturnHeader/Filer/USAddress/CityNm0DARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0295320491
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581094351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX ONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MACON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0312020001
ReturnHeader/PreparerPersonGrp/PhoneNum04787466277
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN A ISGETT
ReturnHeader/ReturnTs02021-06-21T10:12:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JEFFORDS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings