Civic Intelligence

Santee Electric Trust Inc.

990EZ • Fiscal year 2019 • EIN 57-6152051

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 03, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-3.4%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$58,248

Down $31,034 (-35%) from 2018

Net Assets

Down

$58,248

Down $31,034 (-35%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$170,251

Down $5,936 (-3.4%) from 2018

Expenses

Up

$201,286

Up $28,458 (+16%) from 2018

Net Income

Down

-$31,035

Down $34,394 (-1024%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2019

Assets$58,248
Liabilities-
Net Assets$58,248
Open 2019 Filing

Operations Trend

Revenue Growth43rd 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

2019

Revenue$170,251
Expenses$201,286
Net Income-$31,035
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 3, 2020
Return Version
2019v5.0
Gross Receipts
$170,251
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.$172,686$172,686
Compensation and Service Providers
Top Officer Pay77th 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
2020-09-03
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: 147,158”

Form 990-ez, Part I, Line 10

“Name: community assistance cash contribution: 43,947”

Form 990-ez, Part II, Line 24

“Accounts receivable 28,370 13,854 total 28,370 13,854”

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 Appendix149 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/USAddress/CityNm0KINGSTREE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HL LOWDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMOS JONES
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt028370
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013854
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS IN THE SERVICE TERRITORY OF SANTEE ELECTRIC COOPERATIVE THROUGH AN OPERATION ROUNDUP PROGRAM.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0172686
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0172686
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0201286
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SEE SCHEDULE O
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0176187
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0913659
IRS990ScheduleA/TotalSupportAmt0913659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 147,158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: COMMUNITY ASSISTANCE CASH CONTRIBUTION: 43,947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 28,370 13,854 TOTAL 28,370 13,854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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 I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HL LOWDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08433556187
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTEE ELECTRIC TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0576152051
ReturnHeader/Filer/PhoneNum08433556187
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.175.202.218
ReturnHeader/FilingSecurityInformation/IPDt02020-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:22:29
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/PreparationDt02020-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R ROUNTREE
ReturnHeader/ReturnTs02020-09-04T07:22:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,248
Liabilities
-
Net assets
$58,248
Revenue
$170,251
Expenses
$201,286
Net income
-$31,035
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