Civic Intelligence

#Pate Fund Ct 76

990PF • Fiscal year 2011 • EIN 57-6017422

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 20, 2012

1525 W Wt Harris Blvd D1114-04428288
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

95th percentile

$5,100

Higher top officer pay than 95% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$326,600

No earlier filing loaded for comparison.

Net Assets

$326,600

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$28,183

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $326,600Liabilities 2011: $0Net Assets 2011: $326,6002011Assets 2012: $316,020Liabilities 2012: $0Net Assets 2012: $316,0202012Assets 2013: $324,556Liabilities 2013: $0Net Assets 2013: $324,5562013Assets 2014: $320,373Liabilities 2014: $0Net Assets 2014: $320,3732014Assets 2015: $310,057Liabilities 2015: $0Net Assets 2015: $310,0572015Assets 2016: $298,487Liabilities 2016: $0Net Assets 2016: $298,4872016Assets 2017: $292,395Liabilities 2017: $0Net Assets 2017: $292,3952017Assets 2018: $292,668Liabilities 2018: $0Net Assets 2018: $292,6682018Assets 2019: $299,846Liabilities 2019: $0Net Assets 2019: $299,8462019Assets 2020: $298,940Liabilities 2020: $0Net Assets 2020: $298,9402020Assets 2021: $312,435Liabilities 2021: $0Net Assets 2021: $312,4352021Assets 2022: $300,719Liabilities 2022: $0Net Assets 2022: $300,7192022Assets 2023: $290,883Liabilities 2023: $0Net Assets 2023: $290,8832023Assets 2024: $285,960Liabilities 2024: $0Net Assets 2024: $285,9602024

Highlighted filing

2011

Assets$326,600
Liabilities$0
Net Assets$326,600

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $28,1832011Expenses 2012: $18,7632012Revenue 2013: $28,820Expenses 2013: $20,280Net Income 2013: $8,5402013Revenue 2014: $17,627Expenses 2014: $21,698Net Income 2014: -$4,0712014Revenue 2015: $12,414Expenses 2015: $23,044Net Income 2015: -$10,6302015Revenue 2016: $7,789Expenses 2016: $19,093Net Income 2016: -$11,3042016Revenue 2017: $17,442Expenses 2017: $23,538Net Income 2017: -$6,0962017Revenue 2018: $19,262Expenses 2018: $18,777Net Income 2018: $4852018Revenue 2019: $28,169Expenses 2019: $20,948Net Income 2019: $7,2212019Revenue 2020: $20,290Expenses 2020: $21,144Net Income 2020: -$8542020Revenue 2021: $34,842Expenses 2021: $21,397Net Income 2021: $13,4452021Revenue 2022: $11,708Expenses 2022: $23,367Net Income 2022: -$11,6592022Revenue 2023: $10,959Expenses 2023: $20,471Net Income 2023: -$9,5122023Revenue 2024: $13,662Expenses 2024: $18,857Net Income 2024: -$5,1952024

Highlighted filing

2011

Revenue-
Expenses$28,183
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 20, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$5,100-$5,100
WALLCE F PATE JRAdvisory Committee-$0--
STELLA LAW PATE FORDAdvisory Committee-$0--
DORATHY PATE BRIDGERSAdvisory Committee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPALMETTO HEALTH FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYCOLUMBIA, SC, US$5,000
Paid GrantLOWCOUNTRY DAY SCHOOLGENERAL PURPOSEPUBLIC CHARITYPAWLEYS ISLAND, SC, US$4,200
Paid GrantPRINCE GEORGE WINYAH EPISCOPALGENERAL PURPOSEPUBLIC CHARITYGEORGETOWN, SC, US$3,100
Paid GrantCOMMUNITY FOUNDATION OF GREATERGENERAL PURPOSEPUBLIC CHARITYGREENVILLE, SC, US$1,500
Paid GrantWACCAMAW COMMUNITY HOSPITALGENERAL PURPOSEPUBLIC CHARITYMURRELLS INLET, SC, US$1,200
Paid GrantTARA HALL HOME FOR BOYSGENERAL PURPOSEPUBLIC CHARITYGEORGETOWN, SC, US$1,000
Paid GrantGEORGETOWN MEMORIAL HOSPITALGENERAL PURPOSEPUBLIC CHARITYGEORGETOWN, SC, US$1,000
Paid GrantAMI KIDS GEORGETOWNGENERAL PURPOSEPUBLIC CHARITYGEORGETOWN, SC, US$800
Paid GrantST CHRISTOPHER'S CHILDRENGENERAL PURPOSEPUBLIC CHARITYPAWLEYS ISLAND, SC, US$500
Paid GrantHISTORIC RICEFIELDS ASSOCIATIONGENERAL PURPOSEPUBLIC CHARITYGEORGETOWN, SC, US$500
Paid GrantTIDELANDS COMMUNITY HOSPICE INCGENERAL PURPOSEPUBLIC CHARITYGEORGETOWN, SC, US$500
Paid GrantSMITH MEDICAL CLINICGENERAL PURPOSEPUBLIC CHARITYPAWLEYS ISLAND, SC, US$500
Paid GrantPIEDMONT WOMEN'S CENTERGENERAL PURPOSEPUBLIC CHARTIYGREENVILLE, SC, US$500
Paid GrantCHRIST CHURCH EPISCOPAL SCHOOLGENERAL PURPOSEPUBLIC CHARITYGREENVILLE, SC, US$500
Paid GrantSC ENVIRONMENTAL LAW PROJECTGENERAL PURPOSEPUBLIC CHARITYPAWLEYS ISLAND, SC, US$200
Filing and Contact Details

Filer

EIN
57-6017422
Raw XML AppendixShowing 400 of 662 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1338.641 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset228.332 HARBOR FD CAP APPRECIATION
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset430.347 LORD ABBETT VALUE OPP FD-I #594
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset562.044 MAINSTAY CONVERTIBLE FD CL I #2584
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6309.988 MAINSTAY CONVERTIBLE FD CL I #2584
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset728.514 OPPENHEIMER DEVELOPING MKT-Y #788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8113.765 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset970.382 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1110.639 PIMCO FOREIGN BOND FUND-INST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1534. POWERSHARES DB COMMODITY INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1631.251 PRINCIPAL PREFERRED SEC-INS #4929
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1744.95 PRINCIPAL INV R/E SEC-IS FUND 4934
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1916.155 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2070.527 WESTERN ASSET CORE PLUS BOND-I #287
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0SC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0294013092
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.14$0.19$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.11$0.20$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.12$0.23$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.35$0.21$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.20$0.21$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.28$0.21$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.19$0.19$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.17$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.08$0.19$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.12$0.23$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.18$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.29$0.20$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.28