Civic Intelligence

Pee Dee Electric Trust

990EZ • Fiscal year 2021 • EIN 57-0966373

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 07, 2022

Organization ProfileN/A
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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

64th percentile

19%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-5.3%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$168,913

Up $24,652 (+17%) from 2020

Net Assets

Up

$168,913

Up $24,652 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin64th percentile

Revenue

Down

$127,013

Down $7,061 (-5.3%) from 2020

Expenses

Down

$102,361

Down $49,937 (-33%) from 2020

Net Income

Up

$24,652

Up $42,876 (+235%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2021

Assets$168,913
Liabilities$0
Net Assets$168,913
Open 2021 Filing

Operations Trend

Revenue Growth42nd percentile

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

2021

Revenue$127,013
Expenses$102,361
Net Income$24,652
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 7, 2022
Return Version
2021v4.0
Gross Receipts
$127,013
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.$100,125$100,125
Compensation and Service Providers
Top Officer Pay77th percentile

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
2022-04-07
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: 68,125 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses unrealized loss 2,236 total 2,236”

Form 990-ez, Part II, Line 24

“Accounts receivable 10,791 10,392 total 10,791 10,392”

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 Appendix160 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/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/BOYAmt0133470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0158521
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0126037
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024652
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144261
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0168913
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100125
IRS990EZ/GrossReceiptsAmt0127013
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0976
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144261
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0168913
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144261
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0168913
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/BOYAmt010791
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010392
IRS990EZ/OtherExpensesTotalAmt02236
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/GrantsAndAllocationsAmt0100125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100125
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102361
IRS990EZ/TotalProgramServiceExpensesAmt0100125
IRS990EZ/TotalRevenueAmt0127013
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 7,083 FOR THE YEAR ENDED DECEMBER 31, 2021. 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/CurrentTaxYearAmt0126037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0128850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0123532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0629258
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01715
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-1271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01176
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01893
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99700
IRS990ScheduleA/PublicSupportPY170Pct00.99540
IRS990ScheduleA/PublicSupportTotal170Amt0629258
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0126037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0128850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0125705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0123532
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0629258
IRS990ScheduleA/TotalSupportAmt0631151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: INDIVIDUAL ASSIST. CASH CONTRIBUTION: 68,125 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES UNREALIZED LOSS 2,236 TOTAL 2,236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 10,791 10,392 TOTAL 10,791 10,392
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/SignatureDt02022-04-07
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/PreparationDt02022-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN A ISGETT
ReturnHeader/ReturnTs02022-04-08T08:55:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JEFFORDS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,913
Liabilities
$0
Net assets
$168,913
Revenue
$127,013
Expenses
$102,361
Net income
$24,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.25$1.01$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.20$0.86$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.27$1.02$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.34$1.52$0.18
2019Summary only. Only limited summary data is available for this year.$1.62$0.00$1.29$1.67$0.38
2018Summary only. Only limited summary data is available for this year.$2.00$0.00$1.27$1.55$0.28
2017Summary only. Only limited summary data is available for this year.$2.28$0.00$1.25$0.75$0.50
2016Summary only. Only limited summary data is available for this year.$1.78$0.00$1.27$1.02$0.25
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$1.23$1.15$0.09
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$1.25$1.06$0.19
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$1.25$1.05$0.20
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$1.25$1.35$0.10
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$1.22$1.22$0.01