Civic Intelligence

Heritage Fellowship

EIN 27-4259117 • 501(c)3 • Sumter, SC

Profile

CHURCH

PO Box 1191Sumter, SC 29151

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

89th percentile

$12,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

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

Asset Growth

44th percentile

-5.3%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,012

Up $3,218 (+9.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$39,012

Up $3,218 (+9.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$35,305

Up $5,228 (+17%) from 2023

Expenses

Up

$32,327

Up $258 (+0.8%) from 2023

Net Income

Up

$2,978

Up $4,970 (+249%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$60K$40K$20K$0Assets 2012: $40,234Net Assets 2012: $40,2342012Assets 2013: $33,558Net Assets 2013: $33,5582013Assets 2014: $25,013Liabilities 2014: $1,052Net Assets 2014: $23,9612014Assets 2015: $26,907Liabilities 2015: $130Net Assets 2015: $26,7772015Assets 2016: $20,425Net Assets 2016: $20,4252016Assets 2017: $20,297Net Assets 2017: $20,2972017Assets 2018: $28,595Net Assets 2018: $28,5952018Assets 2019: $36,522Net Assets 2019: $36,5222019Assets 2020: $35,427Net Assets 2020: $35,4272020Assets 2021: $36,925Net Assets 2021: $36,9252021Assets 2022: $43,537Net Assets 2022: $43,5372022Assets 2023: $35,794Net Assets 2023: $35,7942023Assets 2024: $39,012Net Assets 2024: $39,0122024

Highlighted filing

2024

Assets$39,012
Liabilities-
Net Assets$39,012
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$100K$50K$0-$50KRevenue 2012: $84,483Expenses 2012: $78,841Net Income 2012: $5,6422012Revenue 2013: $79,305Expenses 2013: $85,980Net Income 2013: -$6,6752013Revenue 2014: $76,049Expenses 2014: $85,646Net Income 2014: -$9,5972014Revenue 2015: $64,276Expenses 2015: $61,460Net Income 2015: $2,8162015Revenue 2016: $50,698Expenses 2016: $57,180Net Income 2016: -$6,4822016Revenue 2017: $32,818Expenses 2017: $32,946Net Income 2017: -$1282017Revenue 2018: $18,729Expenses 2018: $10,431Net Income 2018: $8,2982018Revenue 2019: $29,132Expenses 2019: $21,205Net Income 2019: $7,9272019Revenue 2020: $29,173Expenses 2020: $27,270Net Income 2020: $1,9032020Revenue 2021: $26,631Expenses 2021: $24,283Net Income 2021: $2,3482021Revenue 2022: $27,034Expenses 2022: $20,422Net Income 2022: $6,6122022Revenue 2023: $30,077Expenses 2023: $32,069Net Income 2023: -$1,9922023Revenue 2024: $35,305Expenses 2024: $32,327Net Income 2024: $2,9782024

Highlighted filing

2024

Revenue$35,305
Expenses$32,327
Net Income$2,978
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$39,012
Liabilities
-
Net assets
$39,012
Revenue
$35,305
Expenses
$32,327
Net income
$2,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.0$39.0$35.3$32.3$2.98
2023Detailed filing. Detailed filing data is available for this year.$35.8$35.8$30.1$32.1$1.99
2022Detailed filing. Detailed filing data is available for this year.$43.5$43.5$27.0$20.4$6.61
2021Detailed filing. Detailed filing data is available for this year.$36.9$36.9$26.6$24.3$2.35
2020Detailed filing. Detailed filing data is available for this year.$35.4$35.4$29.2$27.3$1.90
2019Detailed filing. Detailed filing data is available for this year.$36.5$36.5$29.1$21.2$7.93
2018Detailed filing. Detailed filing data is available for this year.$28.6$28.6$18.7$10.4$8.30
2017Detailed filing. Detailed filing data is available for this year.$20.3$20.3$32.8$32.9$0.13
2016Detailed filing. Detailed filing data is available for this year.$20.4$20.4$50.7$57.2$6.48
2015Detailed filing. Detailed filing data is available for this year.$26.9$0.13$26.8$64.3$61.5$2.82
2014Detailed filing. Detailed filing data is available for this year.$25.0$1.05$24.0$76.0$85.6$9.60
2013Detailed filing. Detailed filing data is available for this year.$33.6$33.6$79.3$86.0$6.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.2$40.2$84.5$78.8$5.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$35,305
Mission and Program Overview

Mission

CHURCH

Program Services

DescriptionGrantsExpenses
CHURCH MINISTRY$0$18,049
EVANGELISM$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JORDANMinister Assistant-$12,000-$12,000
DANIEL B NICHOLSMinister-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Fellowship
EIN
27-4259117
Phone
8038833800
Address
PO BOX 1191, Sumter, SC 29151

Signing Officer

Name
David Jordan
Title
Minister
Phone
8038833800
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
BCS Accounting & Tax
Address
652 Bultman Drive, Sumter, SC 29150
Preparer
Jose Martinez-Castillo
Phone
8037753000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Charitable contributions 500.”

Form 990EZ, Part I, Line 16

“MINISTRY EXPENSES 18049.”

Form 990EZ, Part I, Line 16

“INSURANCE 496.”

Form 990EZ, Part I, Line 16

“BANK SERVICES CHARGES 2.”

Form 990EZ, Part I, Line 16

“Other business expenses 252.”

Raw XML Appendix130 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/BooksInCareOfDetail/PersonNm0DAVID JORDAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08038833800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0633 PERIWINKLE COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035379
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038597
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035305
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02978
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035794
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039012
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt035305
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035794
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039012
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035794
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt112000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL B NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MINISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MINISTER ASSISTANT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0415
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0415
IRS990EZ/OtherChangesInNetAssetsAmt0240
IRS990EZ/OtherExpensesTotalAmt019299
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHURCH
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHURCH MINISTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EVANGELISM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018049
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt013028
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032327
IRS990EZ/TotalProgramServiceExpensesAmt018049
IRS990EZ/TotalRevenueAmt035305
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE CONTRIBUTIONS 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINISTRY EXPENSES 18049.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 496.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICES CHARGES 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER BUSINESS EXPENSES 252.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MINISTER
ReturnHeader/BusinessOfficerGrp/PhoneNum08038833800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE FELLOWSHIP
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0274259117
ReturnHeader/Filer/PhoneNum08038833800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1191
ReturnHeader/Filer/USAddress/CityNm0Sumter
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029151
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871279600
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BCS Accounting & Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0652 Bultman Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sumter
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029150
ReturnHeader/PreparerPersonGrp/PhoneNum08037753000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jose Martinez-Castillo
ReturnHeader/ReturnTs02025-04-30T13:51:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.