Civic Intelligence

Trust UW of John G Saris C/O Countybank Trust Services

990EZ • Fiscal year 2014 • EIN 57-6045459

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 07, 2015

Post Office Box 3129Greenwood, SC 29648

(864) 942-1569

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$404,540

No earlier filing loaded for comparison.

Net Assets

$404,540

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$33,641

No earlier filing loaded for comparison.

Expenses

$11,964

No earlier filing loaded for comparison.

Net Income

$21,677

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $404,540Liabilities 2014: $0Net Assets 2014: $404,5402014Assets 2015: $418,416Liabilities 2015: $0Net Assets 2015: $418,4162015Assets 2016: $420,232Liabilities 2016: $0Net Assets 2016: $420,2322016Assets 2017: $579,734Liabilities 2017: $0Net Assets 2017: $579,7342017Assets 2018: $588,643Liabilities 2018: $0Net Assets 2018: $588,6432018Assets 2019: $593,986Liabilities 2019: $0Net Assets 2019: $593,9862019Assets 2020: $585,913Liabilities 2020: $0Net Assets 2020: $585,9132020Assets 2021: $597,660Liabilities 2021: $0Net Assets 2021: $597,6602021Assets 2022: $599,187Liabilities 2022: $0Net Assets 2022: $599,1872022Assets 2023: $337,534Liabilities 2023: $0Net Assets 2023: $337,5342023Assets 2024: $347,389Liabilities 2024: $0Net Assets 2024: $347,3892024

Highlighted filing

2014

Assets$404,540
Liabilities$0
Net Assets$404,540

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2014: $33,641Expenses 2014: $11,964Net Income 2014: $21,6772014Revenue 2015: $24,237Expenses 2015: $10,361Net Income 2015: $13,8762015Revenue 2016: -$3,697Expenses 2016: $10,866Net Income 2016: -$14,5632016Revenue 2017: $169,833Expenses 2017: $10,331Net Income 2017: $159,5022017Revenue 2018: $20,794Expenses 2018: $11,885Net Income 2018: $8,9092018Revenue 2019: $16,225Expenses 2019: $10,882Net Income 2019: $5,3432019Revenue 2020: $2,110Expenses 2020: $10,183Net Income 2020: -$8,0732020Revenue 2021: $21,678Expenses 2021: $9,931Net Income 2021: $11,7472021Revenue 2022: $14,585Expenses 2022: $13,058Net Income 2022: $1,5272022Revenue 2023: $11,923Expenses 2023: $273,576Net Income 2023: -$261,6532023Revenue 2024: $29,275Expenses 2024: $19,420Net Income 2024: $9,8552024

Highlighted filing

2014

Revenue$33,641
Expenses$11,964
Net Income$21,677
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 7, 2015
Return Version
2014v5.0
Gross Receipts
$36,658
Mission and Program Overview

Mission

NONE

Charitable trust funding educational institutions

Program Services

DescriptionGrantsExpenses
CHARITABLE TRUST FUNDING EDUCATIONAL INSTITUTIONS$0$11,964
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COUNTYBANK TRUST SERVICESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust Uw of John G Saris
EIN
57-6045459
Phone
8649421569
Address
POST OFFICE BOX 3129, GREENWOOD, SC 29648

Signing Officer

Name
Countybank Trust Services
Title
Trustee
Phone
8649421569
Signed
2015-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Decosimo Llcpllc
Address
P O BOX 429, GREENWOOD, SC 29648-0429
Preparer
Bonnie Ashley CPA
Phone
8642294951
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: county bank fixed common trust fund. Amount: 6,626. Description: county bank common trust fund equity. Amount: 4,915. Description: county bank fixed common trust fund. Amount: 400. Total to form 990-ez, line 8: 11,941.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: st basil academy. Amount given: 1,372.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: lander university. Amount given: 915.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: whitten village. Amount given: 915. Total included on form 990-ez, line 10: 3,202.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: trust service fees/investment expense. Amount: 8,152. Description: foreign taxes paid. Amount: 135. Total to form 990-ez, line 16: 8,287.

Form 990-ez, Part II, Line 24 - Other Assets

Description: capital gains reinvested. Beg. Of year amount: 27,393. End of year amount: 29,540.

Raw XML Appendix158 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08649421569
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3129
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029648
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0355470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0375000
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt03202
IRS990EZ/GrossReceiptsAmt036658
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt029540
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08287
IRS990EZ/OtherRevenueTotalAmt011941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE TRUST FUNDING EDUCATIONAL INSTITUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE TRUST FUNDING EDUCATIONAL INSTITUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011964
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt024717
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt033641
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LANDER UNIVERSITY AND ST. BASIL ACADEMY ARE SCHOOLS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(II).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1UNDER THE WILL OF JOHN G. SARIS, THE ONLY EXTENT OF INVOLVEMENT WITH THESE SUPPORTED ORGANIZATIONS WAS TO PROVIDE ANNUAL CONTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570559320
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1131671150
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2570947702
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0915
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11372
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2915
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LANDER UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST BASIL ACADEMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WHITTEN VILLAGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt03202
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COUNTY BANK FIXED COMMON TRUST FUND. AMOUNT: 6,626. DESCRIPTION: COUNTY BANK COMMON TRUST FUND EQUITY. AMOUNT: 4,915. DESCRIPTION: COUNTY BANK FIXED COMMON TRUST FUND. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 8: 11,941.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: ST BASIL ACADEMY. AMOUNT GIVEN: 1,372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: LANDER UNIVERSITY. AMOUNT GIVEN: 915.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: WHITTEN VILLAGE. AMOUNT GIVEN: 915. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: TRUST SERVICE FEES/INVESTMENT EXPENSE. AMOUNT: 8,152. DESCRIPTION: FOREIGN TAXES PAID. AMOUNT: 135. TOTAL TO FORM 990-EZ, LINE 16: 8,287.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CAPITAL GAINS REINVESTED. BEG. OF YEAR AMOUNT: 27,393. END OF YEAR AMOUNT: 29,540.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COUNTYBANK TRUST SERVICES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08649421569
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW OF JOHN G SARIS
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0576045459
ReturnHeader/Filer/PhoneNum08649421569
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 3129
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029648
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS DECOSIMO LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 429
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296480429
ReturnHeader/PreparerPersonGrp/PhoneNum08642294951
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE ASHLEY CPA
ReturnHeader/ReturnTs02015-08-14T10:46:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 4947(a)1 • <$500k nonprofits