Civic Intelligence

The Charitable Foundation of Aiken

EIN 85-3996900 • 501(c)3 • Aiken, SC

Profile

Assisting local 501 (c)(3) charities in aiken county, s.c.

262 Eastgate DriveAiken, SC 29803

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

92nd percentile

106%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

98%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$15,394

Up $7,927 (+106%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$15,394

Up $7,927 (+106%) from 2024

Revenue

Up

$59,736

Up $29,492 (+98%) from 2024

Expenses

Up

$51,809

Up $17,446 (+51%) from 2024

Net Income

Up

$7,927

Up $12,046 (+292%) from 2024

Trend Graphs

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2021: $1Liabilities 2021: $02021Assets 2023: $11,586Liabilities 2023: $0Net Assets 2023: $11,5862023Assets 2024: $7,467Liabilities 2024: $0Net Assets 2024: $7,4672024Assets 2025: $15,394Liabilities 2025: $0Net Assets 2025: $15,3942025

Highlighted filing

2025

Assets$15,394
Liabilities$0
Net Assets$15,394

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2023: $56,670Expenses 2023: $50,478Net Income 2023: $6,1922023Revenue 2024: $30,244Expenses 2024: $34,363Net Income 2024: -$4,1192024Revenue 2025: $59,736Expenses 2025: $51,809Net Income 2025: $7,9272025

Highlighted filing

2025

Revenue$59,736
Expenses$51,809
Net Income$7,927

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 6, 2025
Return Version
2024v5.2
Gross Receipts
$59,736
Mission and Program Overview

Mission

Assisting local 501 (c)(3) charities in aiken county, s.c.

Program Services

DescriptionGrantsExpenses
DONATIONS TO OTHER AIKEN COUNTY, S.C. COMMUNITY CHARITABLE ORGANIZATIONS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN A BENNETTPresidentPT$0--
BILLIE MESSINATreasurerPT$0--
JULIE C BROZOWSKISecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Charitable Foundation of Aiken
EIN
85-3996900
Phone
8032269877
Address
262 EASTGATE DRIVE, AIKEN, SC 29803

Signing Officer

Name
Kathleen Bennett
Title
President
Phone
8032269877
Signed
2025-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
6116 EXECUTIVE BLVD 500, NORTH BETHESDA, MD 20852
Preparer
Cheryle S Weal CPA
Phone
3017705100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 29.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity 501 (c) 3. Grantee name: aiken center for the arts. Grantee address: 122 laurens st. Sw aiken, sc 29801. Grantee relationship: none. Property description: cash. Method used to determine book value: cash. Date of gift: 06/19/25. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity 501 (c) 3. Grantee name: family promise. Grantee address: p.o. Box 622 aiken, sc 29802. Grantee relationship: none. Property description: cash. Method used to determine book value: cash. Date of gift: 06/19/25. Amount given: 25,000. Total included on form 990-ez, line 10: 50,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administative expenses. Amount: 1,809.

Raw XML Appendix143 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/PersonNm0BILLIE MESSINA
IRS990EZ/BooksInCareOfDetail/PhoneNum02014003493
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01005 ANDERSON MILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AIKEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029803
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt050000
IRS990EZ/GrossReceiptsAmt059736
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN A BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILLIE MESSINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE C BROZOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt01809
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTING LOCAL 501 (C)(3) CHARITIES IN AIKEN COUNTY, S.C.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO OTHER AIKEN COUNTY, S.C. COMMUNITY CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt059736
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056650
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0175368
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99960
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025740
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0175368
IRS990ScheduleA/TotalSupportAmt0175441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PUBLIC CHARITY 501 (C) 3. GRANTEE NAME: AIKEN CENTER FOR THE ARTS. GRANTEE ADDRESS: 122 LAURENS ST. SW AIKEN, SC 29801. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. DATE OF GIFT: 06/19/25. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PUBLIC CHARITY 501 (C) 3. GRANTEE NAME: FAMILY PROMISE. GRANTEE ADDRESS: P.O. BOX 622 AIKEN, SC 29802. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. DATE OF GIFT: 06/19/25. AMOUNT GIVEN: 25,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 50,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ADMINISTATIVE EXPENSES. AMOUNT: 1,809.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08032269877
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARITABLE FOUNDATION OF AIKEN
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0853996900
ReturnHeader/Filer/PhoneNum08032269877
ReturnHeader/Filer/USAddress/AddressLine1Txt0262 EASTGATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0AIKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029803
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06116 EXECUTIVE BLVD 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BETHESDA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03017705100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYLE S WEAL CPA
ReturnHeader/ReturnTs02025-08-07T14:21:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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