Civic Intelligence

Shared Services Alliance

EIN 81-4984471 • 501(c)3 • Greenville, SC

Profile

Provide online and onsite support for childcare and after school providers to help them save time and money and increase quality

700 N Pleasantburg Drive Ste PssaGreenville, SC 29607

palmettoservices.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.09x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

59th percentile

9.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

4.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

40%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$182,618

Up $35,810 (+24%) from 2023

Liabilities

Up

$15,587

Up $289 (+1.9%) from 2023

Net Assets

Up

$167,031

Up $35,521 (+27%) from 2023

Revenue

Up

$586,196

Up $265,450 (+83%) from 2023

Expenses

Up

$533,357

Up $187,598 (+54%) from 2023

Net Income

Up

$52,839

Up $77,852 (+311%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2017: $38,417Liabilities 2017: $6,024Net Assets 2017: $32,3932017Assets 2018: $79,560Liabilities 2018: $8,988Net Assets 2018: $70,5722018Assets 2019: $32,302Liabilities 2019: $14,282Net Assets 2019: $18,0202019Assets 2020: $70,715Liabilities 2020: $34,366Net Assets 2020: $36,3492020Assets 2021: $138,169Liabilities 2021: $3,219Net Assets 2021: $134,9502021Assets 2022: $168,221Liabilities 2022: $11,698Net Assets 2022: $156,5232022Assets 2023: $146,808Liabilities 2023: $15,298Net Assets 2023: $131,5102023Assets 2024: $182,618Liabilities 2024: $15,587Net Assets 2024: $167,0312024

Highlighted filing

2024

Assets$182,618
Liabilities$15,587
Net Assets$167,031

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $73,509Expenses 2017: $41,116Net Income 2017: $32,3932017Revenue 2018: $233,879Expenses 2018: $195,700Net Income 2018: $38,1792018Revenue 2019: $182,470Expenses 2019: $235,021Net Income 2019: -$52,5512019Revenue 2020: $222,869Expenses 2020: $204,540Net Income 2020: $18,3292020Revenue 2021: $345,117Expenses 2021: $246,516Net Income 2021: $98,6012021Revenue 2022: $298,359Expenses 2022: $276,786Net Income 2022: $21,5732022Revenue 2023: $320,746Expenses 2023: $345,759Net Income 2023: -$25,0132023Revenue 2024: $586,196Expenses 2024: $533,357Net Income 2024: $52,8392024

Highlighted filing

2024

Revenue$586,196
Expenses$533,357
Net Income$52,839

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Gross Receipts
$586,196
Mission and Program Overview

Mission

Provide online and onsite support for childcare and after school providers to help them save time and money and increase quality

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$91,411$152,239▲ $60,828
Cash and Non-Interest-Bearing Accounts$37,629$30,379▼ $7,250
Total Assets$129,040$182,618▲ $53,578
Liabilities
Accounts Payable and Accrued Expenses$14,848$15,587▲ $739
Total Liabilities$14,848$15,587▲ $739
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,192$167,031▲ $52,839
Total Net Assets Fund Balance$114,192$167,031▲ $52,839
Total Liabilities and Net Assets / Fund Balance$129,040$182,618▲ $53,578
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie LatimerExecutive DirectorFT$82,736$22,056$104,792

Board Members and Trustees

NameTitle
Jessica SharpBoard Chair
Deborah DepaoliVice Chair
Bj Norris LongBoard Member
Brandon KinderBoard Member
Erin HuttonBoard Member
Hope CollinsBoard Member
Lindsay PowersBoard Member
Liz BaysdenBoard Member
Ryan ShinnBoard Member
Susannah LeeBoard Member
Trey McleodBoard Member
Cathleen CullenSecretary
Vaudrien RayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$559,260
Program Service Revenue
$26,871
Investment Income
$65
Other Revenue
$0
All Other Contributions
$1,800
Change in Net Assets
$52,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$370,672
Other Expenses$162,685
Total Fundraising Expense$11,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$176,711$56,247-$232,958
Current Officers, Directors, Trustees, and Key Employees$52,396$41,917$10,479$104,792
Information Technology$90,041$1,470-$91,511
Occupancy$12,822$5,256$527$18,605
Payroll Taxes$13,513$4,982-$18,495
Fees for Services Accounting-$14,000-$14,000
Other Employee Benefits$10,544$1,433-$11,977
Travel$9,797$2,077-$11,874
Other Expenses$5,811$2,979-$5,811
Advertising-$4,246-$4,246
Conferences and Meetings$3,000$50-$3,050
Pension Plan Contributions$1,838$612-$2,450
Insurance-$2,242-$2,242
Fees for Services Other-$779-$779
Fees for Services Legal-$504-$504
Office Expenses-$478-$478
Total Functional Expenses$383,079$139,272$11,006$533,357
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Organizational document changes Part VI line 4

The by-laws were amended effective july 1, 2023 to better align them with current operations and practices of the corporation including changing the fiscal year end to december 31, 2023 which aligns with the fiscal year end of the grantor of a major new grant and updating the board of directors composition, tenure, officers, and meeting schedule.

Form 990 governing body review Part VI line 11

The organization provides a draft of the form 990 to the board chair and executive director for review before filing the form 990. The form 990 is signed by the executive director.

Conflict of interest policy compliance Part VI line 12C

The board of directors and executive director complete a conflict of interest questionnaire that includes the conflict of interest policy annually; the board of directors performs periodic reviews to ensure compliance with the policy.

CEO executive director top management comp Part VI line 15A

Compensation of the executive director is decided by the board of directors and is based on a competent survey or other research information.

Governing documents etc available to public Part VI line 19

Governing documents and financial documents are available from the irs, the sc secretary of state, or upon request to the executive director.

Filing and Contact Details

Filer

Filer Name
Shared Services Alliance
EIN
81-4984471
In Care Of
% LESLIE LATIMER
Phone
8649823795
Address
700 N PLEASANTBURG DRIVE STE PSSA, GREENVILLE, SC 29607
Doing Business As
Palmetto Shared Services Allia

Signing Officer

Name
Leslie Latimer
Title
Executive Director
Phone
8642930591
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
7

Preparer

Firm
Winters-smith Associates LLC
Address
1327 MILLER RD STE J, GREENVILLE, SC 29607
Preparer
Thomas Sheaffer Ea
Phone
8642438922
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

Across south carolina include the following:1. Enhanced programmatic partnerships with numerous first steps county partnerships, cheldcare centers, early learning ventures, and various other partners.2. Continued implementation of early care and education job board to help childcare providers find staff. 3. Provided services to 826 childcare programs throughout south carolina. 4. Expanded number of counties served. 5. Impacted ~4,000 childcare providers through ece trainings. 6. Maintained business automation solutions to which fostered increased organizational efficiency. 7. Expanded staff and programs.8. Staff attended national shared services conference to stay up -to-date on best practices and were recognized as a success story shared services organization. 9. Implemented 1st contract with sc department of social services division of early care and education to focus on quality improvement,romoting business practices and program development. Membership services include on-going professional development and training, centralized resource platform and a statewide substitute pool.

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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0329945
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01710345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0586531
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BY-LAWS WERE AMENDED EFFECTIVE JULY 1, 2023 TO BETTER ALIGN THEM WITH CURRENT OPERATIONS AND PRACTICES OF THE CORPORATION INCLUDING CHANGING THE FISCAL YEAR END TO DECEMBER 31, 2023 WHICH ALIGNS WITH THE FISCAL YEAR END OF THE GRANTOR OF A MAJOR NEW GRANT AND UPDATING THE BOARD OF DIRECTORS COMPOSITION, TENURE, OFFICERS, AND MEETING SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES A DRAFT OF THE FORM 990 TO THE BOARD CHAIR AND EXECUTIVE DIRECTOR FOR REVIEW BEFORE FILING THE FORM 990. THE FORM 990 IS SIGNED BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE THAT INCLUDES THE CONFLICT OF INTEREST POLICY ANNUALLY; THE BOARD OF DIRECTORS PERFORMS PERIODIC REVIEWS TO ENSURE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF THE EXECUTIVE DIRECTOR IS DECIDED BY THE BOARD OF DIRECTORS AND IS BASED ON A COMPETENT SURVEY OR OTHER RESEARCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL DOCUMENTS ARE AVAILABLE FROM THE IRS, THE SC SECRETARY OF STATE, OR UPON REQUEST TO THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACROSS SOUTH CAROLINA INCLUDE THE FOLLOWING:1. ENHANCED PROGRAMMATIC PARTNERSHIPS WITH NUMEROUS FIRST STEPS COUNTY PARTNERSHIPS, CHELDCARE CENTERS, EARLY LEARNING VENTURES, AND VARIOUS OTHER PARTNERS.2. CONTINUED IMPLEMENTATION OF EARLY CARE AND EDUCATION JOB BOARD TO HELP CHILDCARE PROVIDERS FIND STAFF. 3. PROVIDED SERVICES TO 826 CHILDCARE PROGRAMS THROUGHOUT SOUTH CAROLINA. 4. EXPANDED NUMBER OF COUNTIES SERVED. 5. IMPACTED ~4,000 CHILDCARE PROVIDERS THROUGH ECE TRAININGS. 6. MAINTAINED BUSINESS AUTOMATION SOLUTIONS TO WHICH FOSTERED INCREASED ORGANIZATIONAL EFFICIENCY. 7. EXPANDED STAFF AND PROGRAMS.8. STAFF ATTENDED NATIONAL SHARED SERVICES CONFERENCE TO STAY UP -TO-DATE ON BEST PRACTICES AND WERE RECOGNIZED AS A SUCCESS STORY SHARED SERVICES ORGANIZATION. 9. IMPLEMENTED 1ST CONTRACT WITH SC DEPARTMENT OF SOCIAL SERVICES DIVISION OF EARLY CARE AND EDUCATION TO FOCUS ON QUALITY IMPROVEMENT,ROMOTING BUSINESS PRACTICES AND PROGRAM DEVELOPMENT. MEMBERSHIP SERVICES INCLUDE ON-GOING PROFESSIONAL DEVELOPMENT AND TRAINING, CENTRALIZED RESOURCE PLATFORM AND A STATEWIDE SUBSTITUTE POOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part III response or note to any other line in Part III
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0533357
IRS990/TotalGrossUBIAmt00

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