Civic Intelligence

S J Wall Charitable Trust

990PF • Fiscal year 2022 • EIN 57-6023857

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 16, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

3.1%

Higher net margin than 49% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$1

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

4.1%

Faster asset growth than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

-0.0%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$28,028

Up $1,091 (+4.1%) from 2021

Net Assets

Up

$28,028

Up $1,091 (+4.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$35,005

Down $10 (-0.0%) from 2021

Expenses

Down

$33,914

Down $1,113 (-3.2%) from 2021

Net Income

Up

$1,091

Up $1,103 (+9192%) from 2021

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

2022

Assets$28,028
Liabilities$0
Net Assets$28,028

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

2022

Revenue$35,005
Expenses$33,914
Net Income$1,091
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 16, 2023
Return Version
2022v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ralph A AtkinsonTrustee-$1-$1
Lorraine S StackhouseTrustee-$1-$1
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMarion County DSSASSIST WITH LOW INCOME FAMILIESNCMarion, SC, US$26,000
Paid GrantMcLeod Health FoundationASSIST WITH LOW INCOME FAMILIESEOFFlorence, SC, US$7,500
Paid GrantFriendship Cemetery FundPERPETUAL CARE FOR CEMETARYNCMarion, SC, US$200
Paid GrantIndiantown Presby Church CemeteryPERPETUAL CARE FOR CEMETARYNCHEMINGWAY, SC, US$200
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
2023-03-16
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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029571
ReturnHeader/PreparerPersonGrp/PhoneNum08434236002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG MARTIN CPA
ReturnHeader/ReturnTs02023-03-16T14:29:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lorraine S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stackhouse
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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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