Civic Intelligence

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

990EZ • Fiscal year 2015 • EIN 57-6045459

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 12, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

3.4%

Faster asset growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$418,416

Up $13,876 (+3.4%) from 2014

Net Assets

Up

$418,416

Up $13,876 (+3.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$24,237

Down $9,404 (-28%) from 2014

Expenses

Down

$10,361

Down $1,603 (-13%) from 2014

Net Income

Down

$13,876

Down $7,801 (-36%) from 2014

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

2015

Assets$418,416
Liabilities$0
Net Assets$418,416

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

2015

Revenue$24,237
Expenses$10,361
Net Income$13,876
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 12, 2016
Return Version
2015v2.1
Gross Receipts
$27,437
Mission and Program Overview

Mission

NONE

Charitable trust funding educational institutions

Program Services

DescriptionGrantsExpenses
CHARITABLE TRUST FUNDING EDUCATIONAL INSTITUTIONS$0$10,361
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
2016-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Manley Garvin LLC
Address
P O BOX 429, GREENWOOD, SC 29648-0429
Preparer
Bonnie C 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: 3,821. Description: county bank common trust fund equity. Amount: 2,632. Description: county bank fixed common trust fund. Amount: 238. Description: countybank trust. Amount: 1. Total to form 990-ez, line 8: 6,692.

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

Activity classification: . Grantee name: st basil academy. Amount given: 1,347.

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

Activity classification: . Grantee name: lander university. Amount given: 898.

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

Activity classification: . Grantee name: whitten village. Amount given: 898. Total included on form 990-ez, line 10: 3,143.

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

Description: trust service fees/investment expense. Amount: 6,615. Description: foreign taxes paid. Amount: 78. Total to form 990-ez, line 16: 6,693.

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

Description: capital gains reinvested. Beg. Of year amount: 29,540. End of year amount: 11,775.

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COUNTYBANK TRUST SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum08649421569
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3129
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029648
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0375000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0406641
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03200
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt013876
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt017545
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03143
IRS990EZ/GrossReceiptsAmt027437
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0418416
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COUNTYBANK TRUST SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt029540
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011775
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06693
IRS990EZ/OtherRevenueTotalAmt06692
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE TRUST FUNDING EDUCATIONAL INSTITUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE TRUST FUNDING EDUCATIONAL INSTITUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010361
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt020745
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt010361
IRS990EZ/TotalProgramServiceExpensesAmt010361
IRS990EZ/TotalRevenueAmt024237
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570559320
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1131671150
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2570947702
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0898
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11347
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2898
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LANDER UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST BASIL ACADEMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WHITTEN VILLAGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt03143
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COUNTY BANK FIXED COMMON TRUST FUND. AMOUNT: 3,821. DESCRIPTION: COUNTY BANK COMMON TRUST FUND EQUITY. AMOUNT: 2,632. DESCRIPTION: COUNTY BANK FIXED COMMON TRUST FUND. AMOUNT: 238. DESCRIPTION: COUNTYBANK TRUST. AMOUNT: 1. TOTAL TO FORM 990-EZ, LINE 8: 6,692.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: ST BASIL ACADEMY. AMOUNT GIVEN: 1,347.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: LANDER UNIVERSITY. AMOUNT GIVEN: 898.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: WHITTEN VILLAGE. AMOUNT GIVEN: 898. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,143.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: TRUST SERVICE FEES/INVESTMENT EXPENSE. AMOUNT: 6,615. DESCRIPTION: FOREIGN TAXES PAID. AMOUNT: 78. TOTAL TO FORM 990-EZ, LINE 16: 6,693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CAPITAL GAINS REINVESTED. BEG. OF YEAR AMOUNT: 29,540. END OF YEAR AMOUNT: 11,775.
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COUNTYBANK TRUST SERVICES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08649421569
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-12
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/PreparerFirmEIN0475156994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANLEY GARVIN LLC
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 C ASHLEY CPA
ReturnHeader/ReturnTs02016-03-24T12:28:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings