Civic Intelligence

The Bailey Foundation C/O Tnb Financial Services

EIN 57-6018387 • Clinton, SC

PO Box 1215Clinton, SC 29325
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$48,907

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

44th percentile

2.0%

Faster asset growth than 44% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-4.5%

Faster revenue growth than 26% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,049,726

Up $99,097 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,049,726

Up $99,097 (+2.0%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin68th percentile

Revenue

Down

$530,732

Down $25,225 (-4.5%) from 2024

Expenses

Down

$431,635

Down $39,702 (-8.4%) from 2024

Net Income

Up

$99,097

Up $14,477 (+17%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $3,945,420Liabilities 2012: $02012Assets 2013: $3,886,044Liabilities 2013: $02013Assets 2014: $4,118,275Liabilities 2014: $02014Assets 2015: $3,998,746Liabilities 2015: $02015Assets 2016: $3,859,108Liabilities 2016: $02016Assets 2020: $4,579,923Liabilities 2020: $0Net Assets 2020: $4,579,9232020Assets 2021: $4,442,487Liabilities 2021: $0Net Assets 2021: $4,442,4872021Assets 2022: $5,148,188Liabilities 2022: $0Net Assets 2022: $5,148,1882022Assets 2023: $4,866,009Liabilities 2023: $0Net Assets 2023: $4,866,0092023Assets 2024: $4,950,629Liabilities 2024: $0Net Assets 2024: $4,950,6292024Assets 2025: $5,049,726Liabilities 2025: $0Net Assets 2025: $5,049,7262025

Highlighted filing

2025

Assets$5,049,726
Liabilities$0
Net Assets$5,049,726
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $214,327Expenses 2012: $275,797Net Income 2012: -$61,4702012Revenue 2013: $251,559Expenses 2013: $310,935Net Income 2013: -$59,3762013Revenue 2014: $515,245Expenses 2014: $283,014Net Income 2014: $232,2312014Revenue 2015: $286,277Expenses 2015: $405,806Net Income 2015: -$119,5292015Revenue 2016: $50,205Expenses 2016: $189,843Net Income 2016: -$139,6382016Revenue 2020: $1,017,348Expenses 2020: $326,723Net Income 2020: $690,6252020Revenue 2021: $250,016Expenses 2021: $387,452Net Income 2021: -$137,4362021Revenue 2022: $1,188,207Expenses 2022: $482,506Net Income 2022: $705,7012022Revenue 2023: $88,086Expenses 2023: $370,265Net Income 2023: -$282,1792023Revenue 2024: $555,957Expenses 2024: $471,337Net Income 2024: $84,6202024Revenue 2025: $530,732Expenses 2025: $431,635Net Income 2025: $99,0972025

Highlighted filing

2025

Revenue$530,732
Expenses$431,635
Net Income$99,097
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,049,726
Liabilities
$0
Net assets
$5,049,726
Revenue
$530,732
Expenses
$431,635
Net income
$99,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.53$0.43$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.00$4.95$0.56$0.47$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.09$0.37$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$1.19$0.48$0.71
2021Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.25$0.39$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$1.02$0.33$0.69
2016Summary only. Only limited summary data is available for this year.$3.86$0.00$0.05$0.19$0.14
2015Summary only. Only limited summary data is available for this year.$4.00$0.00$0.29$0.41$0.12
2014Summary only. Only limited summary data is available for this year.$4.12$0.00$0.52$0.28$0.23
2013Summary only. Only limited summary data is available for this year.$3.89$0.00$0.25$0.31$0.06
2012Summary only. Only limited summary data is available for this year.$3.95$0.00$0.21$0.28$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TNB FINANCIAL SERVICESTrustee-$48,907-$48,907
NORMAN W DIXONAdvisory COM-$0--
MARTIN S CORNELSONAdvisory COM-$0--
SCOTT M CORNELSONAdvisory COM-$0--
CORRINE DIXON DUNNAdvisory COM-$0--
BETTY JAMES MONGOMERYAdvisory COM-$0--
R FLEMING PATTERSON IIIAdvisory COM-$0--
MARY ELLEN SUITT-BARNWELLAdvisory COM-$0--
JAMES L SWITZER JRAdvisory COM-$0--
TOCCOA BAILEY SWITZERAdvisory COM-$0--
ROBERT S LINK JRAdministrato-$0--
Filing and Contact Details

Filer

Filer Name
The Bailey Foundation
EIN
57-6018387
Phone
8647666027
Address
PO BOX 1215, CLINTON, SC 29325

Signing Officer

Name
Robert S Link Jr
Title
Administrator
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Savant Tax & Consulting
Address
301 N BROAD ST, CLINTON, SC 29325-2305
Preparer
J Jay Peay CPA
Phone
8648334450
Raw XML AppendixShowing 400 of 679 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt06925
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06925
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PUBLICLY TRADED SECURITIES - ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1PUBLICLY TRADED SECURITIES - LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0406177
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1343770
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS - SEE ATTACHED DETAI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02058165
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02063058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02149166
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1368618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK - SEE ATTACHED DETAI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CORPORATE MUTUAL FUNDS - SEE ATTACHE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORMAN W DIXON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN S CORNELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SCOTT M CORNELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CORRINE DIXON DUNN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BETTY JAMES MONGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5R FLEMING PATTERSON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MARY ELLEN SUITT-BARNWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JAMES L SWITZER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8TOCCOA BAILEY SWITZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9ROBERT S LINK JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10TNB FINANCIAL SERVICES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ADVISORY COM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9ADMINISTRATO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10TRUSTEE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT S LINK JR ADMINISTRATOR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTIONS FOR SCHOLARSHIPS NOTED IN ATTACHED. GRANT REQUESTS FROM ORGANIZATIONS ARE LIMITED TO ORGANIZATIONS OPERATING IN LAURENS COUNTY, SOUTH CAROLINA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SCHOLARSHIPS: APRIL 15 OF THE APPLICANT'S SENIOR YEAR OF HIGH SCHOOL ORGANIZATIONS: OCTOBER 1 OF EAC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP - CATALINA MARIE HELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP - ASHETON WILBANKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP- JOSEPH LOUIS ARDELT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40SCHOLARSHIP - ALAINA TURNER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLUE RIDGE COUNCIL BSA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CITY OF CLINTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CLEMSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CLEMSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CLEMSON UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CLINTON FAMILY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CONAREE LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10EPISCOPAL HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11FIRST BAPTIST CHURCH OF LAURENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12FLOYD COUNTY CARES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13FOR THE KID IN ALL OF US
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14GOOD SHEPHERD FREE MEDICAL CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15HICKORY TOP FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16HOWARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17LAURENS COUNTY CHORALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18LAURENS COUNTY CLINTON LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19LAURENS COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20LAURENS COUNTY COMMUNITY THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21LAURENS CO DISABILITIES & SPC NDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22LAURENS COUNTY MUSEUM ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23LAURENS COUNTY SCHOOL DISTRICT 56
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24LIMESTONE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25LYDIA PENTECOSTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26OPEN DOOR CHRISTIAN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27PRESBYTERIAN COLLEGE

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