Civic Intelligence

Fellowship Society

EIN 57-0284504 • 501(c)4 • Charleston, SC

Profile

The Fellowship Society is organized for the benefit of its members. Additionally, the Society actively supports charitable causes such as Camp Happy Days.

PO Box 30176Charleston, SC 29417

n/A

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

501(c)4 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.00x

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

501(c)4 • $500k-$1M nonprofits • Source year 2025

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)4 • $500k-$1M nonprofits • Source year 2025

Asset Growth

60th percentile

6.7%

Faster asset growth than 60% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

6.7%

Faster revenue growth than 52% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$742,105

Up $46,643 (+6.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$742,105

Up $46,643 (+6.7%) from 2024

Operations
Liabilities / Revenue42nd percentileNet Margin91st percentile

Revenue

Up

$69,270

Up $4,345 (+6.7%) from 2024

Expenses

Up

$31,163

Up $1,213 (+4.1%) from 2024

Net Income

Up

$38,107

Up $3,132 (+9.0%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2012: $334,274Liabilities 2012: $02012Assets 2013: $357,565Liabilities 2013: $0Net Assets 2013: $357,5652013Assets 2014: $378,675Liabilities 2014: $0Net Assets 2014: $378,6752014Assets 2015: $395,898Liabilities 2015: $0Net Assets 2015: $395,8982015Assets 2016: $404,760Liabilities 2016: $0Net Assets 2016: $404,7602016Assets 2017: $426,772Liabilities 2017: $0Net Assets 2017: $426,7722017Assets 2018: $446,174Liabilities 2018: -$5,440Net Assets 2018: $451,6142018Assets 2019: $508,140Liabilities 2019: $2,660Net Assets 2019: $505,4802019Assets 2020: $579,036Liabilities 2020: $0Net Assets 2020: $579,0362020Assets 2021: $655,662Liabilities 2021: $0Net Assets 2021: $655,6622021Assets 2022: $712,487Liabilities 2022: $0Net Assets 2022: $712,4872022Assets 2023: $610,012Liabilities 2023: $0Net Assets 2023: $610,0122023Assets 2024: $695,462Liabilities 2024: $0Net Assets 2024: $695,4622024Assets 2025: $742,105Liabilities 2025: $0Net Assets 2025: $742,1052025

Highlighted filing

2025

Assets$742,105
Liabilities$0
Net Assets$742,105
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $57,996Expenses 2012: $41,205Net Income 2012: $16,7912012Revenue 2013: $59,020Expenses 2013: $35,729Net Income 2013: $23,2912013Revenue 2014: $53,863Expenses 2014: $32,753Net Income 2014: $21,1102014Revenue 2015: $64,895Expenses 2015: $47,672Net Income 2015: $17,2232015Revenue 2016: $53,673Expenses 2016: $44,811Net Income 2016: $8,8622016Revenue 2017: $74,483Expenses 2017: $52,471Net Income 2017: $22,0122017Revenue 2018: $75,425Expenses 2018: $50,583Net Income 2018: $24,8422018Revenue 2019: $47,455Expenses 2019: $45,279Net Income 2019: $2,1762019Revenue 2020: $55,351Expenses 2020: $56,652Net Income 2020: -$1,3012020Revenue 2021: $62,470Expenses 2021: $38,814Net Income 2021: $23,6562021Revenue 2022: $100,404Expenses 2022: $43,579Net Income 2022: $56,8252022Revenue 2023: $67,485Expenses 2023: $31,364Net Income 2023: $36,1212023Revenue 2024: $64,925Expenses 2024: $29,950Net Income 2024: $34,9752024Revenue 2025: $69,270Expenses 2025: $31,163Net Income 2025: $38,1072025

Highlighted filing

2025

Revenue$69,270
Expenses$31,163
Net Income$38,107
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$742,105
Liabilities
$0
Net assets
$742,105
Revenue
$69,270
Expenses
$31,163
Net income
$38,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.69$0.31$0.38
2024Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.65$0.30$0.35
2023Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.67$0.31$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$1.00$0.44$0.57
2021Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.62$0.39$0.24
2020Summary only. Only limited summary data is available for this year.$5.79$0.00$5.79$0.55$0.57$0.01
2019Summary only. Only limited summary data is available for this year.$5.08$0.03$5.05$0.47$0.45$0.02
2018Summary only. Only limited summary data is available for this year.$4.46$0.05$4.52$0.75$0.51$0.25
2017Summary only. Only limited summary data is available for this year.$4.27$0.00$4.27$0.74$0.52$0.22
2016Summary only. Only limited summary data is available for this year.$4.05$0.00$4.05$0.54$0.45$0.09
2015Summary only. Only limited summary data is available for this year.$3.96$0.00$3.96$0.65$0.48$0.17
2014Summary only. Only limited summary data is available for this year.$3.79$0.00$3.79$0.54$0.33$0.21
2013Summary only. Only limited summary data is available for this year.$3.58$0.00$3.58$0.59$0.36$0.23
2012Summary only. Only limited summary data is available for this year.$3.34$0.00$0.58$0.41$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Aug 1, 2025
Return Version
2024v5.2
Gross Receipts
$69,270
Mission and Program Overview

Mission

The Fellowship Society is organized for the benefit of its members and their surviving family members. Additionally, the Society actively supports charitable causes such as Camp Happy Days.

The Fellowship Society is organized for the benefit of its members. Additionally, the Society actively supports charitable causes such as Camp Happy Days.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$695,462$742,105▲ $46,643
Investments in Publicly Traded Securities$606,830$657,485▲ $50,655
Land, Buildings, and Equipment, Net$64,776$64,776→ $0
Cash and Non-Interest-Bearing Accounts$23,856$12,325▼ $11,531
Savings and Temporary Cash Investments-$7,519-
Total Assets$695,462$742,105▲ $46,643
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$695,462$742,105▲ $46,643
Total Liabilities and Net Assets / Fund Balance$695,462$742,105▲ $46,643

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$64,776-$64,776
Land$0--
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
John M CattertonPresident
Westley DucoteJunior Warden
Jack BecknellSecretary
Colin FrazierSenior Warden
David JaffeeSolicitor
Gary CattertonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,018
Program Service Revenue
$0
Investment Income
$21,252
Other Revenue
$36,000
All Other Contributions
$920
Change in Net Assets
$38,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,163
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$0$29,483$0$29,483
Other Expenses$1,380$0$0$1,380
Fees for Services Accounting$0$300$0$300
Total Functional Expenses$1,380$29,783$0$31,163
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Fellowship Society
EIN
57-0284504
Phone
8437637644
Address
PO Box 30176, Charleston, SC 29417

Signing Officer

Name
Gary Catterton
Title
Treasurer
Phone
8437637644
Signed
2025-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Catterton
Formed
2004
Legal Domicile
Sc
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
Daniel D Condon CPA LLC
Address
PO BOX 30831, CHARLESTON, SC 29417
Preparer
Daniel D Condon
Phone
8433303502
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Society does have Stockholders”

Pt VI, Line 7A

“The organzation stockholders have the power to elect or appoint more members of the governing body”

Pt VI, Line 11B

“A copy of the Form 990 with attachments is circulated to the Societys officers prior to filing”

Pt VI, Line 19

“The Fellowship did not make its financial records or other information available to the public.”

Raw XML Appendix287 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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IRS990/DescribedInSection501c3Ind0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/PersonNm5Gary Catterton
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Senior Warden
IRS990/Form990PartVIISectionAGrp/TitleTxt2Junior Warden
IRS990/Form990PartVIISectionAGrp/TitleTxt3Solicitor
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/GrantAmt04296
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt069270
IRS990/GrossRentsGrp/RealAmt036000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0606830
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organzation stockholders have the power to elect or appoint more members of the governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the Form 990 with attachments is circulated to the Societys officers prior to filing
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Catterton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08437637644
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-01
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ReturnHeader/Filer/BusinessNameControlTxt0FELL
ReturnHeader/Filer/EIN0570284504
ReturnHeader/Filer/PhoneNum08437637644
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 30176
ReturnHeader/Filer/USAddress/CityNm0Charleston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029417
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262029430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL D CONDON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 30831
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029417
ReturnHeader/PreparerPersonGrp/PhoneNum08433303502
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel D Condon
ReturnHeader/ReturnTs02025-08-01T12:59:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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