Civic Intelligence

Public Education Partners

990 • Fiscal year 2017 • EIN 57-1030778

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

PO Box 3821Aiken, SC 29802-3821

(803) 649-9040

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$19,500

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

13%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$860,036

Up $82,689 (+11%) from 2016

Net Assets

Up

$859,015

Up $81,668 (+11%) from 2016

Liabilities

Up

$1,021

Up $1,021 from 2016

Revenue

Up

$391,210

Up $44,162 (+13%) from 2016

Expenses

Up

$350,232

Up $244,064 (+230%) from 2016

Net Income

Down

$40,978

Down $199,902 (-83%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $531,759Liabilities 2011: $302Net Assets 2011: $531,4572011Assets 2012: $571,806Liabilities 2012: $2,137Net Assets 2012: $569,6692012Assets 2013: $554,315Liabilities 2013: $1,247Net Assets 2013: $553,0682013Assets 2014: $534,898Liabilities 2014: $2,650Net Assets 2014: $532,2482014Assets 2015: $527,093Liabilities 2015: $0Net Assets 2015: $527,0932015Assets 2016: $777,347Liabilities 2016: $0Net Assets 2016: $777,3472016Assets 2017: $860,036Liabilities 2017: $1,021Net Assets 2017: $859,0152017Assets 2018: $834,101Liabilities 2018: $895Net Assets 2018: $833,2062018Assets 2019: $711,111Liabilities 2019: $423Net Assets 2019: $710,6882019Assets 2020: $792,759Liabilities 2020: $168Net Assets 2020: $792,5912020Assets 2021: $794,065Liabilities 2021: $425Net Assets 2021: $793,6402021Assets 2022: $680,798Liabilities 2022: $0Net Assets 2022: $680,7982022Assets 2023: $772,079Liabilities 2023: $0Net Assets 2023: $772,0792023Assets 2024: $854,977Liabilities 2024: $0Net Assets 2024: $854,9772024

Highlighted filing

2017

Assets$860,036
Liabilities$1,021
Net Assets$859,015

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $143,165Expenses 2011: $164,452Net Income 2011: -$21,2872011Expenses 2012: $128,1192012Revenue 2013: $163,369Expenses 2013: $206,893Net Income 2013: -$43,5242013Revenue 2014: $171,883Expenses 2014: $152,562Net Income 2014: $19,3212014Revenue 2015: $116,049Expenses 2015: $74,497Net Income 2015: $41,5522015Revenue 2016: $347,048Expenses 2016: $106,168Net Income 2016: $240,8802016Revenue 2017: $391,210Expenses 2017: $350,232Net Income 2017: $40,9782017Revenue 2018: $276,931Expenses 2018: $260,945Net Income 2018: $15,9862018Revenue 2019: $98,693Expenses 2019: $292,259Net Income 2019: -$193,5662019Revenue 2020: $52,524Expenses 2020: $36,057Net Income 2020: $16,4672020Revenue 2021: $72,505Expenses 2021: $111,723Net Income 2021: -$39,2182021Revenue 2022: $55,642Expenses 2022: $48,583Net Income 2022: $7,0592022Revenue 2023: $75,111Expenses 2023: $42,021Net Income 2023: $33,0902023Revenue 2024: $141,011Expenses 2024: $94,859Net Income 2024: $46,1522024

Highlighted filing

2017

Revenue$391,210
Expenses$350,232
Net Income$40,978
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 14, 2018
Return Version
2017v2.3
Gross Receipts
$391,663
Mission and Program Overview

Mission

Our mission is to harness the power of our community for its public schools.

Supporting the improvement of public education throughout aiken county, sc. Our mission is to harness the power of our community for its public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$487,486$531,807▲ $44,321
Cash and Non-Interest-Bearing Accounts$289,295$328,229▲ $38,934
Land, Buildings, and Equipment, Net$566--
Total Assets$777,347$860,036▲ $82,689
Liabilities
Other Liabilities-$1,021-
Total Liabilities$0$1,021▲ $1,021
Net Assets / Fund Balance
Permanently Rstr Net Assets$746,554$825,573▲ $79,019
Temporarily Rstr Net Assets$24,475$28,184▲ $3,709
Unrestricted Net Assets$6,318$5,258▼ $1,060
Total Net Assets Fund Balance$777,347$859,015▲ $81,668
Total Liabilities and Net Assets / Fund Balance$777,347$860,036▲ $82,689

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,690$3,323

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$487,486$561▲ $53,294-$531,807
2016$484,753$2,400▲ $20,034$583$487,486
2015$505,342-▼ $4,536$15,553$484,753
2014$532,550-▲ $10,470$14,583$505,342
2013$504,388$835▲ $60,087$16,335$532,550
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dea BaldwinVol CoordinatorPT$19,500$19,500
Melissa ViolaExecutive DirectorPT$10,500$10,500

Board Members and Trustees

NameTitle
Diana FloydChair
Allison BrinkleyBoard Vice Chair
Dr Judy BeckBoard Member
Elizabeth SupanBoard Member
Francine BurroughsBoard Member
Lee DaneBoard Member
Linda StrojanBoard Member
Machela KnoxBoard Member
Nicholas RetsonBoard Member
Nikasha DicksBoard Member
Susan PennockBoard Member
Wendy HirschBoard Member
Will WilliamsBoard Member
Josue GarciaDiana Floyd
Chris EmerlingSecretary
Andrea HaltiwangerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$354,283
Program Service Revenue
$13,358
Investment Income
$23,569
Other Revenue
$0
All Other Contributions
$354,283
Change in Net Assets
$40,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,305
Grants and Similar Amounts Paid$65,600
Salaries, Compensation, and Employee Benefits$18,327
Total Fundraising Expense$5,187
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$56,700--$56,700
Fees for Services Other$22,030--$22,030
Current Officers, Directors, Trustees, and Key Employees$7,350$1,050$2,100$10,500
Grants to Domestic Orgs$8,900--$8,900
Other Salaries and Wages$3,209$3,209-$6,418
Other Expenses$3,578-$1,195$3,578
Occupancy$217$2,773$217$3,207
Office Expenses$2,068$295$590$2,953
Fees for Services Accounting-$911$910$1,821
Payroll Taxes$879$355$175$1,409
Conferences and Meetings$766$376-$1,142
Information Technology-$230-$230
Depreciation Depletion-$113-$113
Total Functional Expenses$335,733$9,312$5,187$350,232
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aiken County Public SchoolsAiken, SC501c3Classroom Expenses$8,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$1,021
Payroll Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8

Minutes are taken of the board of directors meetings and any committee meetings. Those minutes are read and approved at the next meeting

Form 990, Part VI, Section B, Line 11A

The board of directors follow a policy of reviewing and approving the form 990 before filing the return.

Form 990, Part VI, Section B, Line 12C

The board of directors annually review the conflict of interest policy and each board member signs a statement of affirmation regarding that policy.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Public Education Partners
EIN
57-1030778
Phone
8036499040
Address
PO BOX 3821, AIKEN, SC 29802-3821

Signing Officer

Name
Melissa Viola
Title
Executive Director
Phone
8036499040
Signed
2018-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Floyd
Formed
1995
Legal Domicile
Sc
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
25

Preparer

Firm
Claudia W Adams CPA
Address
23 TROON WAY, AIKEN, SC 29803-5677
Preparer
Claudia W Adams
Phone
8036422603
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IRS990/InterestGrp/TotalAmt00
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IRS990/IRPDocumentCnt02
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION IS TO HARNESS THE POWER OF OUR COMMUNITY FOR ITS PUBLIC SCHOOLS.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0777347
IRS990/NetAssetsOrFundBalancesEOYAmt0859015
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0427
IRS990/NetUnrlzdGainsLossesInvstAmt040690
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IRS990/OccupancyGrp/FundraisingAmt0217
IRS990/OccupancyGrp/ManagementAndGeneralAmt02773
IRS990/OccupancyGrp/ProgramServicesAmt0217
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IRS990/OfficeExpensesGrp/FundraisingAmt0590
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0295
IRS990/OfficeExpensesGrp/ProgramServicesAmt02068
IRS990/OfficeExpensesGrp/TotalAmt02953
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc1PROGRAMS AND PROJECTS
IRS990/OtherExpensesGrp/Desc2ASSOCIATION DUES
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IRS990/OtherExpensesGrp/ProgramServicesAmt0230036
IRS990/OtherExpensesGrp/ProgramServicesAmt13578
IRS990/OtherExpensesGrp/TotalAmt01195
IRS990/OtherExpensesGrp/TotalAmt1230036
IRS990/OtherExpensesGrp/TotalAmt23578
IRS990/OtherLiabilitiesGrp/EOYAmt01021
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03209
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03209
IRS990/OtherSalariesAndWagesGrp/TotalAmt06418
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0175
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0355
IRS990/PayrollTaxesGrp/ProgramServicesAmt0879
IRS990/PayrollTaxesGrp/TotalAmt01409
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0746554
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0825573
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DIANA FLOYD
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAMS PROJECT FEES
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013358
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0334161
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt037463
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt068705
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IRS990/PYRevenuesLessExpensesAmt0240880
IRS990/PYTotalExpensesAmt0106168
IRS990/PYTotalRevenueAmt0347048
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt040978
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0390783
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0367641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0336971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0120477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0119040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01018507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt051406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032648
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0159244
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86480
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.84380
IRS990ScheduleA/PublicSupportTotal170Amt01018507
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0367641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0336971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074378
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0119040
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01018507
IRS990ScheduleA/TotalSupportAmt01177751
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0487486
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0561
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0531807
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt053294
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04618
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0484753
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0487486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt014500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020034
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0583
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0505342
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0484753
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt015553
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0532550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0505342
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt015029
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt014583
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05123
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0504388
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0835
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0532550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt011302
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060087
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt016335
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$1.41$0.95$0.46
2023Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.75$0.42$0.33
2022Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.56$0.49$0.07
2021Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.73$1.12$0.39
2020Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.53$0.36$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.99$2.92$1.94
2018Detailed filing. Detailed filing data is available for this year.$8.34$0.01$8.33$2.77$2.61$0.16
2017Detailed filing. Detailed filing data is available for this year.$8.60$0.01$8.59$3.91$3.50$0.41
2016Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$3.47$1.06$2.41
2015Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$1.16$0.74$0.42
2014Detailed filing. Detailed filing data is available for this year.$5.35$0.03$5.32$1.72$1.53$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.54$0.01$5.53$1.63$2.07$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$0.02$5.70$1.28
2011Summary only. Only limited summary data is available for this year.$5.32$0.00$5.31$1.43$1.64$0.21