Civic Intelligence

D L Scurry Foundation James F Burgess Jr Trustee

990PF • Fiscal year 2023 • EIN 57-6036622

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-94%

Higher net margin than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$48,120

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 59.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

8.7%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,972,865

Down $75,613 (-3.7%) from 2022

Net Assets

Down

$1,972,865

Down $75,613 (-3.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$80,584

Up $6,454 (+8.7%) from 2022

Expenses

Up

$156,197

Up $105 (+0.1%) from 2022

Net Income

Up

-$75,613

Up $6,349 (+7.7%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$1,972,865
Liabilities$0
Net Assets$1,972,865

Operations Trend

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

2023

Revenue$80,584
Expenses$156,197
Net Income-$75,613
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F BURGESS JRTrustee-$48,120-$48,120
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
2024-04-24

Preparer

Firm
The Brittingham Group Llp
Address
PO BOX 5949, WEST COLUMBIA, SC 29171-5949
Preparer
J Truitt Brittingham Jr
Phone
8037393090
Raw XML Appendix253 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/DistributableAmountGrp/MinimumInvestmentReturnAmt011739
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0830
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES F BURGESS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INCOME IS USED FOR SCHOLARSHIPS AND GRANTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1ALL INCOME IS USED FOR SCHOLARSHIPS AND GRANTS
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1IT SUPPORT
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TaxesSchedule/TaxesDetail/Amt0677
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F BURGESS JR
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ReturnHeader/BusinessOfficerGrp/PhoneNum08037380844
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-24
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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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J TRUITT BRITTINGHAM JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-03T14:04:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURGESS JR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

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