Civic Intelligence

Tena & Fred Oates Foundation Inc.

990 • Fiscal year 2019 • EIN 57-1066228

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$231,801

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 2193.4% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-5.9%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$855,419

Up $101,449 (+13%) from 2018

Net Assets

Up

$855,419

Up $101,449 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin15th percentile

Revenue

Down

$10,568

Down $657 (-5.9%) from 2018

Expenses

Down

$12,274

Down $40,033 (-77%) from 2018

Net Income

Up

-$1,706

Up $39,376 (+96%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2019

Assets$855,419
Liabilities$0
Net Assets$855,419
Open 2019 Filing

Operations Trend

Revenue Growth30th 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

2019

Revenue$10,568
Expenses$12,274
Net Income-$1,706
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$13,028
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$658,970$760,419▲ $101,449
Total Assets$753,970$855,419▲ $101,449
Other Assets Total$95,000$95,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$753,970$855,419▲ $101,449
Net Assets Without Donor Restrictions-$0-
Total Net Assets Fund Balance$753,970$855,419▲ $101,449
Total Liabilities and Net Assets / Fund Balance$753,970$855,419▲ $101,449

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$95,000--
Other Securities$760,419--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Irene O HowellChairman
Kate O DarganPresident
Troy HannaSecretary
Theodore W Gage JrVP
William Z CannonVP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,568
Other Revenue
$0
Change in Net Assets
$-1,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$12,158-$12,158
Other Expenses$116--$116
Total Functional Expenses$116$12,158$0$12,274
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
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
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 11B

“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 inspections 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
Irene O Howell
Title
Chairman
Phone
8645820138
Signed
2020-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Irene O Howell
Formed
1998
Legal Domicile
Sc
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2(C)

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

Financial Statement Notes

PART X, LINE 2:

“The foundation has been recognized by the internal revenue service as a charitable organization as described in section 501(c)(3) of the internal revenue code (irc) and is exempt from federal income taxes pursuant to section 509(a)(2) of the internal revenue code. Accordingly, no provision for income taxes is included in the accompanying combined financial statements. The foundation has determined that it does not have any material unrecognized tax benefits or obligations as of december 31, 2019.”

Raw XML Appendix380 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A CHARITABLE ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2019.
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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 INSPECTIONS 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2(C)
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012158
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116
IRS990/TotalFunctionalExpensesGrp/TotalAmt012274
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/FilingSecurityInformation/IPTm010:20:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02020-11-04T11:46:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$855,419
Liabilities
$0
Net assets
$855,419
Revenue
$10,568
Expenses
$12,274
Net income
-$1,706
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