Civic Intelligence

Upstate Heritage Museum Inc.

EIN 26-4505133 • Greer, SC

Pub. 78 Eligible
1848 New Bruce RoadGreer, SC 29651
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

74th percentile

30%

Faster revenue growth than 74% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$715,819

Up $121,084 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$715,819

Up $121,084 (+20%) from 2023

Revenue

Up

$121,084

Up $68,748 (+131%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Up

$121,084

Up $68,748 (+131%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2020: $290,000Liabilities 2020: $0Net Assets 2020: $290,0002020Assets 2021: $494,550Liabilities 2021: $0Net Assets 2021: $494,5502021Assets 2022: $542,399Liabilities 2022: $0Net Assets 2022: $542,3992022Assets 2023: $594,735Liabilities 2023: $0Net Assets 2023: $594,7352023Assets 2024: $715,819Liabilities 2024: $0Net Assets 2024: $715,8192024

Highlighted filing

2024

Assets$715,819
Liabilities$0
Net Assets$715,819

Operations Trend

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

$300K$200K$100K$0Revenue 2020: $290,000Expenses 2020: $0Net Income 2020: $290,0002020Revenue 2021: $204,550Expenses 2021: $0Net Income 2021: $204,5502021Revenue 2022: $47,849Expenses 2022: $0Net Income 2022: $47,8492022Revenue 2023: $52,336Expenses 2023: $0Net Income 2023: $52,3362023Revenue 2024: $121,084Expenses 2024: $0Net Income 2024: $121,0842024

Highlighted filing

2024

Revenue$121,084
Expenses$0
Net Income$121,084

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry BrucePresident-$0--
Jerry BruceSecretary-$0--
Cindy JohnsonTreasurer-$0--
Jim BannisterDirector-$0--
Gene RoeDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upstate Heritage Museum Inc
EIN
26-4505133
Address
1848 New Bruce Road, Greer, SC 29651

Signing Officer

Name
Jerry Bruce
Title
President & CEO
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Martha L Long CPA PA
Address
P O Box 1291, Taylors, SC 29687
Preparer
Martha L Long
Phone
8644204106
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IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-10-31
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt052336
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1542399
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc02023 Additions
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12024 additions
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1121084
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2542399
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jerry Bruce
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ReturnHeader/Filer/EIN0264505133
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ReturnHeader/ReturnTs02025-05-08T07:18:10-07:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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