Civic Intelligence

Coastal Electric Trust

EIN 57-6140814 • 501(c)3 • Walterboro, SC

Profile

Accumulation and distribution of funds for charitable purposes.

2269 Jefferies HighwayWalterboro, SC 29488-7230

see schedule o

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-5.0%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-8.4%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$154,089

Down $8,105 (-5.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$154,089

Down $8,105 (-5.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$56,334

Down $5,145 (-8.4%) from 2023

Expenses

Up

$64,439

Up $20,861 (+48%) from 2023

Net Income

Down

-$8,105

Down $26,006 (-145%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $25,741Liabilities 2011: $02011Assets 2012: $30,935Liabilities 2012: $02012Assets 2013: $39,742Liabilities 2013: $02013Assets 2014: $14,305Liabilities 2014: $02014Assets 2015: $31,645Liabilities 2015: $02015Assets 2016: $22,441Liabilities 2016: $02016Assets 2017: $35,616Liabilities 2017: $02017Assets 2018: $48,390Liabilities 2018: $02018Assets 2019: $71,572Liabilities 2019: $02019Assets 2020: $97,275Net Assets 2020: $97,2752020Assets 2021: $120,136Net Assets 2021: $120,1362021Assets 2022: $144,294Net Assets 2022: $144,2942022Assets 2023: $162,194Net Assets 2023: $162,1942023Assets 2024: $154,089Net Assets 2024: $154,0892024

Highlighted filing

2024

Assets$154,089
Liabilities-
Net Assets$154,089
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $57,133Expenses 2011: $59,035Net Income 2011: -$1,9022011Revenue 2012: $53,805Expenses 2012: $48,611Net Income 2012: $5,1942012Revenue 2013: $56,227Expenses 2013: $47,420Net Income 2013: $8,8072013Revenue 2014: $60,761Expenses 2014: $86,198Net Income 2014: -$25,4372014Revenue 2015: $68,540Expenses 2015: $51,200Net Income 2015: $17,3402015Revenue 2016: $55,953Expenses 2016: $65,157Net Income 2016: -$9,2042016Revenue 2017: $59,573Expenses 2017: $46,398Net Income 2017: $13,1752017Revenue 2018: $65,117Expenses 2018: $52,343Net Income 2018: $12,7742018Revenue 2019: $70,995Expenses 2019: $47,813Net Income 2019: $23,1822019Revenue 2020: $74,796Expenses 2020: $49,093Net Income 2020: $25,7032020Revenue 2021: $59,794Expenses 2021: $36,933Net Income 2021: $22,8612021Revenue 2022: $58,890Expenses 2022: $34,733Net Income 2022: $24,1572022Revenue 2023: $61,479Expenses 2023: $43,578Net Income 2023: $17,9012023Revenue 2024: $56,334Expenses 2024: $64,439Net Income 2024: -$8,1052024

Highlighted filing

2024

Revenue$56,334
Expenses$64,439
Net Income-$8,105
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,089
Liabilities
-
Net assets
$154,089
Revenue
$56,334
Expenses
$64,439
Net income
-$8,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.56$0.64$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.61$0.44$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.59$0.35$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.60$0.37$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.75$0.49$0.26
2019Summary only. Only limited summary data is available for this year.$0.72$0.00$0.71$0.48$0.23
2018Summary only. Only limited summary data is available for this year.$0.48$0.00$0.65$0.52$0.13
2017Summary only. Only limited summary data is available for this year.$0.36$0.00$0.60$0.46$0.13
2016Summary only. Only limited summary data is available for this year.$0.22$0.00$0.56$0.65$0.09
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$0.69$0.51$0.17
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.61$0.86$0.25
2013Summary only. Only limited summary data is available for this year.$0.40$0.00$0.56$0.47$0.09
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.54$0.49$0.05
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.57$0.59$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 17, 2025
Return Version
2024v5.0
Gross Receipts
$56,334
Mission and Program Overview

Mission

Accumulation and distribution of funds for charitable purposes.

Accumulation and distribution of funds for charitable purposes in the coastral electric cooperative, inc. Service territory, as permitted by it's bylaws (attached).

Program Services

DescriptionGrantsExpenses
ACCUMULATION AND DISTRIBUTION OF FUNDS FOR CHARITABLE PURPOSES IN THE COASTRAL ELECTRIC COOPERATIVE, INC. SERVICE TERRITORY.$64,365$64,439
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA JOHNSONPresident-$0--
DARIUS MCCARTHYVice Preside-$0--
ANNE PADGETTSecretary/Tr-$0--
TAMMY POLKDirector-$0--
CHRISTY SLOCUMDirector-$0--
CLEVELAND HIOTTDirector-$0--
SHEILA WILLIAMSDirector-$0--
MARGO BRENNANDirector-$0--
PERRY SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Coastal Electric Trust
EIN
57-6140814
Phone
8435385700
Address
2269 JEFFERIES HIGHWAY, WALTERBORO, SC 29488-7230

Signing Officer

Name
Mark Walling
Title
CEO-coastal Electric
Phone
8435385700
Signed
2025-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
William R Rountree
Phone
4787466277
Supplemental Narrative

Additional Explanations

Form 990-ez

“Website: https://coastal.coop/community/operation-round-up/”

Form 990-ez, Part I, Line 10

“Cash contribution: 64,365”

Form 990-ez, Part I, Line 16

“Expenses bank charges 74 total 74”

Form 990-ez, Part II, Line 24

“Accounts receivable 14,804 0 total 14,804 0”

Form 990-ez, Part III

“Accumulation and distribution of funds for charitable purposes in the coastral electric cooperative, inc. Service territory, as permitted by it's bylaws (attached).”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANICE AVANT
IRS990EZ/BooksInCareOfDetail/PhoneNum08435385700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02269 JEFFERIES HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALTERBORO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029488
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0147390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0154089
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055694
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8105
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0162194
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0154089
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064365
IRS990EZ/GrossReceiptsAmt056334
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0640
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162194
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0154089
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162194
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0154089
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTHA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DARIUS MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE PADGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMMY POLK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTY SLOCUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLEVELAND HIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHEILA WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARGO BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PERRY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014804
IRS990EZ/OtherExpensesTotalAmt074
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ACCUMULATION AND DISTRIBUTION OF FUNDS FOR CHARITABLE PURPOSES IN THE COASTRAL ELECTRIC COOPERATIVE, INC. SERVICE TERRITORY, AS PERMITTED BY IT'S BYLAWS (ATTACHED).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACCUMULATION AND DISTRIBUTION OF FUNDS FOR CHARITABLE PURPOSES IN THE COASTRAL ELECTRIC COOPERATIVE, INC. SERVICE TERRITORY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt064365
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064439
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064439
IRS990EZ/TotalProgramServiceExpensesAmt064439
IRS990EZ/TotalRevenueAmt056334
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SEE SCHEDULE O
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0304887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0631
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01271
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0919
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99580
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt0304887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074755
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0304887
IRS990ScheduleA/TotalSupportAmt0306158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEBSITE: HTTPS://COASTAL.COOP/COMMUNITY/OPERATION-ROUND-UP/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 64,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK CHARGES 74 TOTAL 74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 14,804 0 TOTAL 14,804 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCUMULATION AND DISTRIBUTION OF FUNDS FOR CHARITABLE PURPOSES IN THE COASTRAL ELECTRIC COOPERATIVE, INC. SERVICE TERRITORY, AS PERMITTED BY IT'S BYLAWS (ATTACHED).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WALLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO-COASTAL ELECTRIC
ReturnHeader/BusinessOfficerGrp/PhoneNum08435385700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COASTAL ELECTRIC TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COAS
ReturnHeader/Filer/EIN0576140814
ReturnHeader/Filer/PhoneNum08435385700
ReturnHeader/Filer/USAddress/AddressLine1Txt02269 JEFFERIES HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0WALTERBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0294887230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581094351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX ONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MACON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0312020001
ReturnHeader/PreparerPersonGrp/PhoneNum04787466277
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R ROUNTREE
ReturnHeader/ReturnTs02025-07-18T11:05:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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