Civic Intelligence

Pee Dee Electric Trust

990EZ • Fiscal year 2022 • EIN 57-0966373

Jan 01, 2022 to Dec 31, 2022 • Filed on May 24, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

78th percentile

28%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-5.4%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$202,793

Up $33,880 (+20%) from 2021

Net Assets

Up

$202,793

Up $33,880 (+20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin78th percentile

Revenue

Down

$120,192

Down $6,821 (-5.4%) from 2021

Expenses

Down

$86,312

Down $16,049 (-16%) from 2021

Net Income

Up

$33,880

Up $9,228 (+37%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2022

Assets$202,793
Liabilities$0
Net Assets$202,793
Open 2022 Filing

Operations Trend

Revenue Growth35th 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

2022

Revenue$120,192
Expenses$86,312
Net Income$33,880
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 24, 2023
Return Version
2022v5.0
Gross Receipts
$120,192
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.$78,500$78,500
Compensation and Service Providers
Top Officer Pay78th 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
2023-05-24
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: individual assist. Cash contribution: 78,500 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses unrealized loss 7,605 total 7,605”

Form 990-ez, Part II, Line 24

“Accounts receivable 10,392 0 total 10,392 0”

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 Appendix162 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/BOYAmt0158521
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0202793
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0118662
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033880
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0207
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0168913
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0202793
IRS990EZ/GrantsAndSimilarAmountsPaidAmt078500
IRS990EZ/GrossReceiptsAmt0120192
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01530
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0168913
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0202793
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0168913
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0202793
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/BOYAmt010392
IRS990EZ/OtherExpensesTotalAmt07605
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/GrantsAndAllocationsAmt078500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086312
IRS990EZ/TotalProgramServiceExpensesAmt078500
IRS990EZ/TotalRevenueAmt0120192
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. ESTIMATED DONATED SERVICES TOTALED 7,000 FOR THE YEAR ENDED DECEMBER 31, 2022. 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/CurrentTaxYearAmt0118662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0128850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0624388
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01715
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-1271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0273
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03223
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99490
IRS990ScheduleA/PublicSupportPY170Pct00.99700
IRS990ScheduleA/PublicSupportTotal170Amt0624388
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0118662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0128850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0125134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125705
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0624388
IRS990ScheduleA/TotalSupportAmt0627611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: INDIVIDUAL ASSIST. CASH CONTRIBUTION: 78,500 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES UNREALIZED LOSS 7,605 TOTAL 7,605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 10,392 0 TOTAL 10,392 0
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN JEFFORDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08432924355
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-24
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A WHITTEN JR
ReturnHeader/ReturnTs02023-06-29T14:03:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JEFFORDS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,793
Liabilities
$0
Net assets
$202,793
Revenue
$120,192
Expenses
$86,312
Net income
$33,880
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