Civic Intelligence

Santee Electric Trust Inc.

990EZ • Fiscal year 2018 • EIN 57-6152051

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 25, 2019

Organization ProfileSEE SCHEDULE O
PO Box 548Kingstree, SC 29556

(843) 355-6187

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.7%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$89,282

Up $3,358 (+3.9%) from 2017

Net Assets

$89,282

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Down

$176,187

Down $8,750 (-4.7%) from 2017

Expenses

Down

$172,828

Down $17,345 (-9.1%) from 2017

Net Income

Up

$3,359

Up $8,595 (+164%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$300K$200K$100K$0Assets 2010: $76,707Liabilities 2010: $0Net Assets 2010: $76,7072010Assets 2011: $80,632Liabilities 2011: $0Net Assets 2011: $80,6322011Assets 2012: $80,380Liabilities 2012: $0Net Assets 2012: $80,3802012Assets 2013: $68,956Liabilities 2013: $0Net Assets 2013: $68,9562013Assets 2014: $90,180Liabilities 2014: $0Net Assets 2014: $90,1802014Assets 2015: $105,045Liabilities 2015: $02015Assets 2016: $91,160Liabilities 2016: $02016Assets 2017: $85,924Liabilities 2017: $02017Assets 2018: $89,282Net Assets 2018: $89,2822018Assets 2019: $58,248Net Assets 2019: $58,2482019Assets 2020: $149,712Net Assets 2020: $149,7122020Assets 2021: $159,427Net Assets 2021: $159,4272021Assets 2022: $154,001Net Assets 2022: $154,0012022Assets 2023: $89,557Liabilities 2023: $0Net Assets 2023: $89,5572023Assets 2024: $284,804Liabilities 2024: $0Net Assets 2024: $284,8042024

Highlighted filing

2018

Assets$89,282
Liabilities-
Net Assets$89,282
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $256,853Expenses 2010: $242,130Net Income 2010: $14,7232010Revenue 2011: $232,310Expenses 2011: $228,385Net Income 2011: $3,9252011Revenue 2012: $206,912Expenses 2012: $207,164Net Income 2012: -$2522012Revenue 2013: $215,748Expenses 2013: $227,172Net Income 2013: -$11,4242013Revenue 2014: $240,299Expenses 2014: $219,075Net Income 2014: $21,2242014Revenue 2015: $192,719Expenses 2015: $177,854Net Income 2015: $14,8652015Revenue 2016: $189,565Expenses 2016: $203,450Net Income 2016: -$13,8852016Revenue 2017: $184,937Expenses 2017: $190,173Net Income 2017: -$5,2362017Revenue 2018: $176,187Expenses 2018: $172,828Net Income 2018: $3,3592018Revenue 2019: $170,251Expenses 2019: $201,286Net Income 2019: -$31,0352019Revenue 2020: $169,484Expenses 2020: $78,020Net Income 2020: $91,4642020Revenue 2021: $166,536Expenses 2021: $156,821Net Income 2021: $9,7152021Revenue 2022: $158,992Expenses 2022: $164,418Net Income 2022: -$5,4262022Revenue 2023: $349,324Expenses 2023: $413,768Net Income 2023: -$64,4442023Revenue 2024: $610,165Expenses 2024: $414,918Net Income 2024: $195,2472024

Highlighted filing

2018

Revenue$176,187
Expenses$172,828
Net Income$3,359
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 25, 2019
Return Version
2018v3.1
Gross Receipts
$176,187
Mission and Program Overview

Mission

To provide financial assistance to individuals and organizations in the service territory of santee electric cooperative through an operation roundup program.

Program Services

DescriptionGrantsExpenses
SANTEE ELECTRIC TRUST WAS FORMED TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS IN THE SERVICE TERRITORY OF SANTEE ELECTRIC COOPERATIVE THROUGH AN OPERATION ROUNDUP PROGRAM.$161,986$172,828
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HL LOWDERChairperson-$0--
AMOS JONESVice Chairpe-$0--
CHARLENA COOPERTreasurer-$0--
BECKY JONESSecretary-$0--
FRANK BURGESSDirector-$0--
BETTY DONNELYDirector-$0--
OTIS FRANKLINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Santee Electric Trust
EIN
57-6152051
Phone
8433556187
Address
PO BOX 548, KINGSTREE, SC 29556

Signing Officer

Name
Hl Lowder
Title
Chairperson
Phone
8433556187
Signed
2019-09-25
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, Part I, Line 10

“Cash contribution: 143,986”

Form 990-ez, Part II, Line 24

“Accounts receivable 14,726 28,370 total 14,726 28,370”

Form 990-ez, Part III

“To provide financial assistance to individuals and organizations in the service territory of santee electric cooperative through an operation roundup program.”

Raw XML Appendix147 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLENA COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BECKY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANK BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETTY DONNELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6OTIS FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRPE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014726
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 143,986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 14,726 28,370 TOTAL 14,726 28,370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS IN THE SERVICE TERRITORY OF SANTEE ELECTRIC COOPERATIVE THROUGH AN OPERATION ROUNDUP PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:25:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581094351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MACON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0312020001
ReturnHeader/PreparerPersonGrp/PhoneNum04787466277
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R ROUNTREE
ReturnHeader/ReturnTs02019-10-03T13:25:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,282
Liabilities
-
Net assets
$89,282
Revenue
$176,187
Expenses
$172,828
Net income
$3,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.00$2.85$6.10$4.15$1.95
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$3.49$4.14$0.64
2022Detailed filing. Detailed filing data is available for this year.$1.54$1.54$1.59$1.64$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.59$1.59$1.67$1.57$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.50$1.50$1.69$0.78$0.91
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.70$2.01$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.89$1.76$1.73$0.03
2017Summary only. Only limited summary data is available for this year.$0.86$0.00$1.85$1.90$0.05
2016Summary only. Only limited summary data is available for this year.$0.91$0.00$1.90$2.03$0.14
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$1.93$1.78$0.15
2014Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$2.40$2.19$0.21
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$2.16$2.27$0.11
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$2.07$2.07$0.00
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$2.32$2.28$0.04
2010Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$2.57$2.42$0.15