Civic Intelligence

Burgess Family Foundation

EIN 99-3598426 • 501(c)3 • Pelzer, SC

Profile

To enhance the town of williamston

400 Palmetto RoadPelzer, SC 29669
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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

$3,681

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$3,681

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin72nd percentile

Revenue

$21,575

No earlier filing loaded for comparison.

Expenses

$17,894

No earlier filing loaded for comparison.

Net Income

$3,681

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2024: $3,681Liabilities 2024: $0Net Assets 2024: $3,6812024

Highlighted filing

2024

Assets$3,681
Liabilities$0
Net Assets$3,681
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Revenue 2024: $21,575Expenses 2024: $17,894Net Income 2024: $3,6812024

Highlighted filing

2024

Revenue$21,575
Expenses$17,894
Net Income$3,681
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,681
Liabilities
$0
Net assets
$3,681
Revenue
$21,575
Expenses
$17,894
Net income
$3,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$21.6$17.9$3.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$21,575
Mission and Program Overview

Mission

To enhance the town of williamston

Program Services

DescriptionGrantsExpenses
Hosted a golf tournament, a 5K race, and a town concert for Williamston-$16,401
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rockey BurgessExecutive Director-$0--
Pam WestTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Burgess Family Foundation
EIN
99-3598426
In Care Of
% Rockey Burgess
Phone
8642260042
Address
400 Palmetto Road, Pelzer, SC 29669

Signing Officer

Name
Rockey Burgess
Title
Executive Director
Phone
8642260042
Signed
2025-05-13
Discuss with paid preparer
No

Preparer

Firm
West Small Business Services LLC
Address
2123 Highway 81 N, Anderson, SC 29621
Preparer
Neal Ashley
Phone
8642260042
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAdvertising 324Office Expenses 138”

Raw XML Appendix113 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt016401
IRS990EZ/BooksInCareOfDetail/PersonNm0Rockey Burgess
IRS990EZ/BooksInCareOfDetail/PhoneNum08642260042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 Palmetto Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pelzer
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029669
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03681
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03681
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01031
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03681
IRS990EZ/GrossReceiptsAmt021575
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03681
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03681
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rockey Burgess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pam West
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0462
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE TOWN OF WILLIAMSTON
IRS990EZ/ProgramServiceRevenueAmt019575
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Hosted a golf tournament, a 5K race, and a town concert for Williamston
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016401
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017894
IRS990EZ/TotalProgramServiceExpensesAmt016401
IRS990EZ/TotalRevenueAmt021575
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021575
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt021575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021575
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021575
IRS990ScheduleA/TotalSupportAmt021575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdvertising 324Office Expenses 138
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCKEY BURGESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08642260042
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Burgess Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BURG
ReturnHeader/Filer/EIN0993598426
ReturnHeader/Filer/InCareOfNm0% Rockey Burgess
ReturnHeader/Filer/PhoneNum08642260042
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 Palmetto Road
ReturnHeader/Filer/USAddress/CityNm0Pelzer
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029669
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300479791
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0West Small Business Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02123 Highway 81 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anderson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029621
ReturnHeader/PreparerPersonGrp/PhoneNum08642260042
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL ASHLEY
ReturnHeader/ReturnTs02025-05-14T10:38:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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