Civic Intelligence

S J Wall Charitable Trust

990PF • Fiscal year 2016 • EIN 57-6023857

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 24, 2017

PO Box 783Marion, SC 29571

(843) 423-7431

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$1

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-32%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$26,276

Down $3,283 (-11%) from 2015

Net Assets

$26,276

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$31,023

Down $14,290 (-32%) from 2015

Expenses

Down

$34,306

Down $13,000 (-27%) from 2015

Net Income

Down

-$3,283

Down $1,290 (-65%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $35,591Liabilities 2011: $02011Assets 2012: $32,210Liabilities 2012: $02012Assets 2013: $29,005Liabilities 2013: $02013Assets 2014: $31,553Liabilities 2014: $12014Assets 2015: $29,559Liabilities 2015: $02015Assets 2016: $26,276Liabilities 2016: $0Net Assets 2016: $26,2762016Assets 2017: $26,693Liabilities 2017: $0Net Assets 2017: $26,6932017Assets 2018: $30,371Liabilities 2018: $0Net Assets 2018: $30,3712018Assets 2019: $26,842Liabilities 2019: $0Net Assets 2019: $26,8422019Assets 2020: $26,949Liabilities 2020: $0Net Assets 2020: $26,9492020Assets 2021: $26,937Liabilities 2021: $0Net Assets 2021: $26,9372021Assets 2022: $28,028Liabilities 2022: $0Net Assets 2022: $28,0282022Assets 2023: $27,114Liabilities 2023: $1Net Assets 2023: $27,1132023Assets 2024: $32,559Liabilities 2024: $0Net Assets 2024: $32,5592024

Highlighted filing

2016

Assets$26,276
Liabilities$0
Net Assets$26,276

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $51,003Expenses 2011: $64,168Net Income 2011: -$13,1652011Revenue 2012: $45,024Expenses 2012: $48,405Net Income 2012: -$3,3812012Revenue 2013: $46,017Expenses 2013: $49,222Net Income 2013: -$3,2052013Revenue 2014: $46,820Expenses 2014: $44,273Net Income 2014: $2,5472014Revenue 2015: $45,313Expenses 2015: $47,306Net Income 2015: -$1,9932015Revenue 2016: $31,023Expenses 2016: $34,306Net Income 2016: -$3,2832016Revenue 2017: $32,723Expenses 2017: $32,306Net Income 2017: $4172017Revenue 2018: $40,094Expenses 2018: $36,416Net Income 2018: $3,6782018Revenue 2019: $40,095Expenses 2019: $43,624Net Income 2019: -$3,5292019Revenue 2020: $40,131Expenses 2020: $40,024Net Income 2020: $1072020Revenue 2021: $35,015Expenses 2021: $35,027Net Income 2021: -$122021Revenue 2022: $35,005Expenses 2022: $33,914Net Income 2022: $1,0912022Revenue 2023: $40,205Expenses 2023: $41,120Net Income 2023: -$9152023Revenue 2024: $44,405Expenses 2024: $38,959Net Income 2024: $5,4462024

Highlighted filing

2016

Revenue$31,023
Expenses$34,306
Net Income-$3,283
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 24, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ralph A AtkinsonTrustee-$1-$1
Lorraine S StackhouseTrustee-$1-$1
Filing and Contact Details

Filer

Filer Name
S J Wall Charitable Trust
EIN
57-6023857
Phone
8434237431
Address
PO Box 783, Marion, SC 29571

Signing Officer

Name
Lorraine S Stackhouse
Title
Trustee
Signed
2017-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Craig Martin CPA PA
Address
PO Box 783, Marion, SC 29571
Preparer
Craig Martin CPA
Phone
8434236002
Raw XML Appendix235 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Marion
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSIST WITH LOW INCOME FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSIST WITH LOW INCOME FAMILIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Indiantown Presby Church Cemetery
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lorraine S Stackhouse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
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ReturnHeader/Filer/BusinessNameControlTxt0SJWA
ReturnHeader/Filer/EIN0576023857
ReturnHeader/Filer/PhoneNum08434237431
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 783
ReturnHeader/Filer/USAddress/CityNm0Marion
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Craig Martin CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 783
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marion
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029571
ReturnHeader/PreparerPersonGrp/PhoneNum08434236002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG MARTIN CPA
ReturnHeader/ReturnTs02017-02-24T15:45:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$44.4$39.0$5.45
2023Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$40.2$41.1$0.92
2022Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$35.0$33.9$1.09
2021Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$35.0$35.0$0.01
2020Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$40.1$40.0$0.11
2019Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$40.1$43.6$3.53
2018Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$40.1$36.4$3.68
2017Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$32.7$32.3$0.42
2016Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$31.0$34.3$3.28
2015Summary only. Only limited summary data is available for this year.$29.6$0.00$45.3$47.3$1.99
2014Summary only. Only limited summary data is available for this year.$31.6$0.00$46.8$44.3$2.55
2013Summary only. Only limited summary data is available for this year.$29.0$0.00$46.0$49.2$3.21
2012Summary only. Only limited summary data is available for this year.$32.2$0.00$45.0$48.4$3.38
2011Summary only. Only limited summary data is available for this year.$35.6$0.00$51.0$64.2$13.2