Civic Intelligence

Sumter L Lowry Foundation Inc.

990PF • Fiscal year 2012 • EIN 59-6159389

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

Organization Profile
PO Box 1806533679-8065
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$11,269

Higher top officer pay than 92% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$791,346

Up $997 (+0.1%) from 2011

Net Assets

Up

$791,346

Up $997 (+0.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$35,927

Down $10,414 (-22%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.0M$500K$0Assets 2011: $790,349Liabilities 2011: $0Net Assets 2011: $790,3492011Assets 2012: $791,346Liabilities 2012: $0Net Assets 2012: $791,3462012Assets 2013: $802,105Liabilities 2013: $0Net Assets 2013: $802,1052013Assets 2014: $801,860Liabilities 2014: $0Net Assets 2014: $801,8602014Assets 2015: $763,156Liabilities 2015: $0Net Assets 2015: $763,1562015Assets 2016: $759,068Liabilities 2016: $0Net Assets 2016: $759,0682016Assets 2017: $806,886Liabilities 2017: $0Net Assets 2017: $806,8862017Assets 2018: $778,904Liabilities 2018: $0Net Assets 2018: $778,9042018Assets 2019: $760,302Liabilities 2019: $0Net Assets 2019: $760,3022019Assets 2020: $757,790Liabilities 2020: $0Net Assets 2020: $757,7902020Assets 2021: $769,312Liabilities 2021: $0Net Assets 2021: $769,3122021Assets 2022: $754,878Liabilities 2022: $0Net Assets 2022: $754,8782022Assets 2023: $740,163Liabilities 2023: $0Net Assets 2023: $740,1632023Assets 2024: $737,034Liabilities 2024: $0Net Assets 2024: $737,0342024

Highlighted filing

2012

Assets$791,346
Liabilities$0
Net Assets$791,346
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $46,3412011Expenses 2012: $35,9272012Revenue 2013: $60,150Expenses 2013: $49,391Net Income 2013: $10,7592013Revenue 2014: $70,708Expenses 2014: $70,953Net Income 2014: -$2452014Revenue 2015: $26,636Expenses 2015: $65,340Net Income 2015: -$38,7042015Revenue 2016: $52,810Expenses 2016: $56,898Net Income 2016: -$4,0882016Revenue 2017: $97,863Expenses 2017: $50,045Net Income 2017: $47,8182017Revenue 2018: $20,406Expenses 2018: $48,388Net Income 2018: -$27,9822018Revenue 2019: $30,450Expenses 2019: $49,052Net Income 2019: -$18,6022019Revenue 2020: $20,554Expenses 2020: $23,066Net Income 2020: -$2,5122020Revenue 2021: $44,541Expenses 2021: $33,019Net Income 2021: $11,5222021Revenue 2022: $25,758Expenses 2022: $40,192Net Income 2022: -$14,4342022Revenue 2023: $20,747Expenses 2023: $35,462Net Income 2023: -$14,7152023Revenue 2024: $33,282Expenses 2024: $36,411Net Income 2024: -$3,1292024

Highlighted filing

2012

Revenue-
Expenses$35,927
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN M BROWNPresidentPT$11,269-$11,269
DAVID R MURPHEYTrusteePT$0--
BERT SMITHSec/TreasPT$0--
FLORENCE MURPHYTrusteePT$0--
CAROLINE SNYDERTrusteePT$0--
LEE ANN HARRISTrusteePT$0--
A HEYWARD SMITH MDTrusteePT$0--
MATTHEW M HOLPSINGERTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CHURCH OF THE GOOD SHEPHARDRELIGIONPUBLICRALEIGH, NC, US$500
Filing and Contact Details

Filer

EIN
59-6159389
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MERRILL LYNCH #02423 - 145 SHARES ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1MERRILL LYNCH #02423 - 50 SHARES ANADARKO PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2MERRILL LYNCH #02423 - 15 SHARES APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MERRILL LYNCH #02423 - 9 SHARES APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4MERRILL LYNCH #02423 - 5 SHARES APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MERRILL LYNCH #02423 - 160 SHARES AUTOMATIC DATA PROC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6MERRILL LYNCH #02423 - 125 SHARES BAXTER INTERNTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7MERRILL LYNCH #02423 - 15 SHARES BAXTER INTERNTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8MERRILL LYNCH #02423 - 100 SHARES BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9MERRILL LYNCH #02423 - 80 SHARES CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10MERRILL LYNCH #02423 - 75 SHARES CATERPILLAR INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MERRILL LYNCH #02423 - 150 SHARES C.H. ROBINSON WORLDWIDE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12MERRILL LYNCH #02423 - 178 SHARES COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13MERRILL LYNCH #02423 - 70 SHARES COCA COLA COM
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16MERRILL LYNCH #02423 - 175 SHARES EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17MERRILL LYNCH #02423 - 175 SHARES EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MERRILL LYNCH #02423 - 150 SHARES FLUOR CORP NEW DEL COM
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IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0137019
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis099722
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY074898
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY074898
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV074898
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY00
IRS990PF/BalanceSheets/OtherAssetsEOY00
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0590
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0178309
IRS990PF/BalanceSheets/RetainedEarningsEOY0179306
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY040444
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY026786
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV026786
IRS990PF/BalanceSheets/TotalAssetsBOY0790349
IRS990PF/BalanceSheets/TotalAssetsEOY0791346
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0846145
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0790349
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0791346
IRS990PF/BalanceSheets/TotalNetAssetsBOY0790349
IRS990PF/BalanceSheets/TotalNetAssetsEOY0791346
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome018308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0100733
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis158505
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis228857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis353385
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis480799
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis556141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUB. TRADED SEC. MERRILL LYNCH #02423 (ST)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUB. TRADED SEC. MERRILL LYNCH #02423 (LT)
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5PUB. TRADED SEC. MERRILL LYNCH #02425 (LT)
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-1905
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-1905
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0104975
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice168054
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice226952
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice561575
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0997
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0791346
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0790349
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0791346
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted037393
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj037393
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0768248
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition25.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition35.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition45.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition55.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition65.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition75.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation111269
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc70
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID R MURPHEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1HELEN M BROWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2BERT SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3FLORENCE MURPHY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4CAROLINE SNYDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5LEE ANN HARRIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6A HEYWARD SMITH MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7MATTHEW M HOLPSINGER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SEC/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 18065
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 18065

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$791,346
Liabilities
$0
Net assets
$791,346
Revenue
-
Expenses
$35,927
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.33$0.36$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.21$0.35$0.15
2022Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.26$0.40$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.45$0.33$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.21$0.23$0.03
2019Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.30$0.49$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.20$0.48$0.28
2017Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.98$0.50$0.48
2016Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.53$0.57$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.27$0.65$0.39
2014Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.71$0.71$0.00
2013Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.60$0.49$0.11
2012Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.36
2011Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.46