Civic Intelligence

D L Scurry Foundation James F Burgess Jr Trustee

990PF • Fiscal year 2014 • EIN 57-6036622

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
P O Box 5026Columbia, SC 29250

(803) 738-0844

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-142%

Higher net margin than 4% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

60th percentile

$65,809

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 89.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

21st percentile

-4.0%

Faster asset growth than 21% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

79%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,511,279

Down $105,067 (-4.0%) from 2013

Net Assets

Down

$2,511,279

Down $105,067 (-4.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Up

$73,906

Up $32,702 (+79%) from 2013

Expenses

Up

$178,973

Up $6,651 (+3.9%) from 2013

Net Income

Up

-$105,067

Up $26,051 (+20%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,876,978Liabilities 2011: $02011Assets 2012: $2,747,464Liabilities 2012: $0Net Assets 2012: $2,747,4642012Assets 2013: $2,616,346Liabilities 2013: $0Net Assets 2013: $2,616,3462013Assets 2014: $2,511,279Liabilities 2014: $0Net Assets 2014: $2,511,2792014Assets 2015: $2,433,305Liabilities 2015: $0Net Assets 2015: $2,433,3052015Assets 2016: $2,374,358Liabilities 2016: $0Net Assets 2016: $2,374,3582016Assets 2017: $2,305,179Liabilities 2017: $0Net Assets 2017: $2,305,1792017Assets 2018: $2,225,046Liabilities 2018: $0Net Assets 2018: $2,225,0462018Assets 2019: $2,148,001Liabilities 2019: $0Net Assets 2019: $2,148,0012019Assets 2020: $2,072,737Liabilities 2020: $0Net Assets 2020: $2,072,7372020Assets 2021: $2,130,440Liabilities 2021: $0Net Assets 2021: $2,130,4402021Assets 2022: $2,048,478Liabilities 2022: $0Net Assets 2022: $2,048,4782022Assets 2023: $1,972,865Liabilities 2023: $0Net Assets 2023: $1,972,8652023Assets 2024: $1,889,061Liabilities 2024: $0Net Assets 2024: $1,889,0612024

Highlighted filing

2014

Assets$2,511,279
Liabilities$0
Net Assets$2,511,279
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$400K$200K$0-$200K-$400K-$600KRevenue 2011: -$209,689Expenses 2011: $239,640Net Income 2011: -$449,3292011Expenses 2012: $161,1582012Revenue 2013: $41,204Expenses 2013: $172,322Net Income 2013: -$131,1182013Revenue 2014: $73,906Expenses 2014: $178,973Net Income 2014: -$105,0672014Revenue 2015: $93,597Expenses 2015: $171,571Net Income 2015: -$77,9742015Revenue 2016: $82,903Expenses 2016: $141,820Net Income 2016: -$58,9172016Revenue 2017: $84,418Expenses 2017: $153,564Net Income 2017: -$69,1462017Revenue 2018: $76,078Expenses 2018: $156,211Net Income 2018: -$80,1332018Revenue 2019: $75,035Expenses 2019: $152,080Net Income 2019: -$77,0452019Revenue 2020: $81,620Expenses 2020: $156,884Net Income 2020: -$75,2642020Revenue 2021: $215,470Expenses 2021: $157,767Net Income 2021: $57,7032021Revenue 2022: $74,130Expenses 2022: $156,092Net Income 2022: -$81,9622022Revenue 2023: $80,584Expenses 2023: $156,197Net Income 2023: -$75,6132023Revenue 2024: $76,914Expenses 2024: $160,718Net Income 2024: -$83,8042024

Highlighted filing

2014

Revenue$73,906
Expenses$178,973
Net Income-$105,067
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F BURGESS JRTrusteePT$48,120$17,689$65,809
GAIL GRETTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
D L Scurry Foundation
EIN
57-6036622
Phone
8037380844
Address
P O BOX 5026, COLUMBIA, SC 29250

Signing Officer

Name
James F Burgess Jr
Title
Trustee
Phone
8037380844
Signed
2015-05-12

Preparer

Firm
The Brittingham Group Llp
Address
PO BOX 5949, WEST COLUMBIA, SC 29171-5949
Preparer
J Truitt Brittingham Jr
Phone
8037393090
Raw XML Appendix297 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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0939
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES F BURGESS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAIL GRETT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES F BURGESS JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08037380844
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 5026
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0COLUMBIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd029250
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANT MUST RESIDE/OPERATE IN SOUTH CAROLINA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt097000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS AND GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029250
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010288
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt082962
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt079632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0148831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0149727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0152761
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0152761
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0547864
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt086712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt082962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt079632
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0148831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0149727
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt086712
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0700625
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0613913
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TELEPHONE AND INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0579
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011963
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011963
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F BURGESS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08037380844
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D L SCURRY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES F BURGESS JR TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DLSC
ReturnHeader/Filer/EIN0576036622
ReturnHeader/Filer/PhoneNum08037380844
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 5026
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029250
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464116137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BRITTINGHAM GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5949
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0291715949
ReturnHeader/PreparerPersonGrp/PhoneNum08037393090
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J TRUITT BRITTINGHAM JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-15T12:42:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,511,279
Liabilities
$0
Net assets
$2,511,279
Revenue
$73,906
Expenses
$178,973
Net income
-$105,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.08$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.07$0.16$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.22$0.16$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.08$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.08$0.16$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.08$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.08$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.09$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.07$0.18$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.04$0.17$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.16
2011Summary only. Only limited summary data is available for this year.$2.88$0.00$0.21$0.24$0.45