Civic Intelligence

Tena & Fred Oates Foundation Inc.

990 • Fiscal year 2014 • EIN 57-1066228

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 06, 2015

Organization ProfileN/A
424 E Kennedy StreetSpartanburg, SC 29302

(864) 582-0138

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

1st percentile

-425%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

20th percentile

-7.0%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$710,722

Down $53,102 (-7.0%) from 2013

Net Assets

Down

$710,722

Down $53,102 (-7.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin1st percentile

Revenue

Down

$14,967

Down $9,202 (-38%) from 2013

Expenses

Up

$78,534

Up $62,736 (+397%) from 2013

Net Income

Down

-$63,567

Down $71,938 (-859%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $690,311Liabilities 2010: $0Net Assets 2010: $690,3112010Assets 2011: $635,913Liabilities 2011: $0Net Assets 2011: $635,9132011Assets 2012: $685,918Liabilities 2012: $0Net Assets 2012: $685,9182012Assets 2013: $763,824Liabilities 2013: $0Net Assets 2013: $763,8242013Assets 2014: $710,722Liabilities 2014: $0Net Assets 2014: $710,7222014Assets 2015: $675,688Liabilities 2015: $0Net Assets 2015: $675,6882015Assets 2016: $790,550Liabilities 2016: $0Net Assets 2016: $790,5502016Assets 2017: $847,034Liabilities 2017: $0Net Assets 2017: $847,0342017Assets 2018: $753,970Liabilities 2018: $0Net Assets 2018: $753,9702018Assets 2019: $855,419Liabilities 2019: $0Net Assets 2019: $855,4192019Assets 2020: $928,850Liabilities 2020: $0Net Assets 2020: $928,8502020Assets 2021: $978,427Liabilities 2021: $0Net Assets 2021: $978,4272021Assets 2022: $858,726Liabilities 2022: $0Net Assets 2022: $858,7262022Assets 2023: $916,177Liabilities 2023: $0Net Assets 2023: $916,1772023Assets 2024: $1,015,452Liabilities 2024: $0Net Assets 2024: $1,015,4522024

Highlighted filing

2014

Assets$710,722
Liabilities$0
Net Assets$710,722
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $25,9932010Expenses 2011: $25,4952011Expenses 2012: $25,0282012Revenue 2013: $24,169Expenses 2013: $15,798Net Income 2013: $8,3712013Revenue 2014: $14,967Expenses 2014: $78,534Net Income 2014: -$63,5672014Revenue 2015: $11,901Expenses 2015: $20,619Net Income 2015: -$8,7182015Revenue 2016: $110,125Expenses 2016: $21,189Net Income 2016: $88,9362016Revenue 2017: $9,999Expenses 2017: $32,614Net Income 2017: -$22,6152017Revenue 2018: $11,225Expenses 2018: $52,307Net Income 2018: -$41,0822018Revenue 2019: $10,568Expenses 2019: $12,274Net Income 2019: -$1,7062019Revenue 2020: $9,864Expenses 2020: $12,524Net Income 2020: -$2,6602020Revenue 2021: $10,939Expenses 2021: $39,389Net Income 2021: -$28,4502021Revenue 2022: $12,893Expenses 2022: $13,486Net Income 2022: -$5932022Revenue 2023: $14,144Expenses 2023: $38,085Net Income 2023: -$23,9412023Revenue 2024: $31,843Expenses 2024: $15,200Net Income 2024: $16,6432024

Highlighted filing

2014

Revenue$14,967
Expenses$78,534
Net Income-$63,567
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 6, 2015
Return Version
2014v5.0
Gross Receipts
$14,967
Mission and Program Overview

Mission

Charitable and philanthropic endeavors in support of and in conjuction with the spartanburg county foundation.

Charitable and philanthropic endeavors in support of and in conjunction with the spartanburg county foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$763,824$710,722▼ $53,102
Total Assets$763,824$710,722▼ $53,102
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$763,824$710,722▼ $53,102
Total Net Assets Fund Balance$763,824$710,722▼ $53,102
Total Liabilities and Net Assets / Fund Balance$763,824$710,722▼ $53,102

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$44,285--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Fred B OatesPresident
Robert WynnVice President
William BarnetVice President
John H DarganSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$14,967
Other Revenue
$0
Change in Net Assets
$-63,567

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,967
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$10,465
Total Revenue per Audited Statements
$25,432
Total Revenue per Form 990
$14,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,500
Other Expenses$11,034
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,500--$67,500
Fees for Services Management-$11,034-$11,034
Total Functional Expenses$67,500$11,034$0$78,534

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$78,534
Total Expenses per Audited Statements$78,534
Total Expenses per Form 990$78,534
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spartanburg County LibrarySpartanburg, SC501(c)(3)Education$62,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 2

“Fred oates / john dargan family relationship”

Form 990, Part VI, Section B, Line 11

“Copy of form 990 and attachments are given to all trustees for their review prior to filing. The return is reviewed by the president of spartanburg county foundation and a principal trustee of the tena and fred oates foundation, who signs the return.”

Form 990, Part VI, Section C, Line 19

“Upon request, the financial statements and form 990 are available for inspection at the office of spartanburg county foundation, 424 e. Kennedy street, spartanburg, sc 29302, telephone 864-582-0138, between the hours of 9am and 5pm, monday through friday.”

Filing and Contact Details

Filer

Filer Name
Tena & Fred Oates Foundation
EIN
57-1066228
Phone
8645820138
Address
424 E KENNEDY STREET, SPARTANBURG, SC 29302

Signing Officer

Name
Fred Oates
Title
President
Phone
8645820138
Signed
2015-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred B Oates
Formed
1998
Legal Domicile
Sc
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Mcabee Schwartz Halliday & Co
Address
824 EAST MAIN STREET, SPARTANBURG, SC 29302
Preparer
Homer E Mcabee Jr
Phone
8645830886
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 29C)

“The audit is reviewed by the spartanburg county foundation board of trustees. There has been no change in the process from prior years.”

Raw XML AppendixShowing 400 of 401 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.

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT REQUEST ARE REVIEWED TO DETERMINE THAT THE GRANTEE ORGANIZATION IS EXEMPT UNDER 501(C)(3), OR QUALIFIES AS A CHURCH, OR IS A GOVERNMENTAL UNIT. IF THE GRANTEE MEETS ONE OF THESE REQUIREMENTS, THE GRANT IS APPROVED WITHOUT FURTHER MONITORING, IF NOT THE GRANT IS DENIED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART II, A(A)
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FRED OATES / JOHN DARGAN FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF FORM 990 AND ATTACHMENTS ARE GIVEN TO ALL TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. THE RETURN IS REVIEWED BY THE PRESIDENT OF SPARTANBURG COUNTY FOUNDATION AND A PRINCIPAL TRUSTEE OF THE TENA AND FRED OATES FOUNDATION, WHO SIGNS THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF SPARTANBURG COUNTY FOUNDATION, 424 E. KENNEDY STREET, SPARTANBURG, SC 29302, TELEPHONE 864-582-0138, BETWEEN THE HOURS OF 9AM AND 5PM, MONDAY THROUGH FRIDAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT IS REVIEWED BY THE SPARTANBURG COUNTY FOUNDATION BOARD OF TRUSTEES. THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 29C)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0570351398
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FOUNDASTION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0424 E KENNEDY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPASRTANBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd029302
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt011034
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0763824
IRS990/TotalAssetsEOYAmt0710722
IRS990/TotalAssetsGrp/BOYAmt0763824
IRS990/TotalAssetsGrp/EOYAmt0710722
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011034
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067500
IRS990/TotalFunctionalExpensesGrp/TotalAmt078534
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0763824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0710722
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt067500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014967
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0763824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0710722
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0763824
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0710722
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0424 E KENNEDY STREET
IRS990/USAddress/CityNm0SPARTANBURG
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029302
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED OATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08645820138
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TENA & FRED OATES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TENA
ReturnHeader/Filer/EIN0571066228
ReturnHeader/Filer/PhoneNum08645820138
ReturnHeader/Filer/USAddress/AddressLine1Txt0424 E KENNEDY STREET
ReturnHeader/Filer/USAddress/CityNm0SPARTANBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570925346
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCABEE SCHWARTZ HALLIDAY & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0824 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPARTANBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029302
ReturnHeader/PreparerPersonGrp/PhoneNum08645830886
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOMER E MCABEE JR
ReturnHeader/ReturnTs02015-04-20T13:50:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,722
Liabilities
$0
Net assets
$710,722
Revenue
$14,967
Expenses
$78,534
Net income
-$63,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.01$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.01$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.01$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.11$0.02$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.01$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.01$0.08$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.02$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.03