Civic Intelligence

Confederate Home and College

990 • Fiscal year 2013 • EIN 57-0314432

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 01, 2014

62 Broad Street29401

(843) 723-7113

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Up

$4,582,844

Up $456,102 (+11%) from 2012

Net Assets

Up

$4,582,844

Up $456,102 (+11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$515,990

No earlier filing loaded for comparison.

Expenses

Down

$163,328

Down $613 (-0.4%) from 2012

Net Income

$352,662

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,454,647Liabilities 2010: $0Net Assets 2010: $3,454,6472010Assets 2011: $3,648,293Liabilities 2011: $0Net Assets 2011: $3,648,2932011Assets 2012: $4,126,742Liabilities 2012: $0Net Assets 2012: $4,126,7422012Assets 2013: $4,582,844Liabilities 2013: $0Net Assets 2013: $4,582,8442013Assets 2014: $4,984,798Liabilities 2014: $0Net Assets 2014: $4,984,7982014Assets 2015: $5,064,854Liabilities 2015: $0Net Assets 2015: $5,064,8542015Assets 2016: $5,411,636Liabilities 2016: $0Net Assets 2016: $5,411,6362016Assets 2017: $5,912,572Liabilities 2017: $0Net Assets 2017: $5,912,5722017Assets 2018: $5,853,179Liabilities 2018: $0Net Assets 2018: $5,853,1792018Assets 2019: $6,343,443Liabilities 2019: $0Net Assets 2019: $6,343,4432019Assets 2020: $7,108,204Liabilities 2020: $0Net Assets 2020: $7,108,2042020Assets 2021: $7,383,465Liabilities 2021: $0Net Assets 2021: $7,383,4652021Assets 2022: $6,931,421Liabilities 2022: $0Net Assets 2022: $6,931,4212022Assets 2023: $7,178,941Liabilities 2023: $0Net Assets 2023: $7,178,9412023Assets 2024: $7,441,875Liabilities 2024: $0Net Assets 2024: $7,441,8752024

Highlighted filing

2013

Assets$4,582,844
Liabilities$0
Net Assets$4,582,844

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $169,9332010Revenue 2011: $306,393Expenses 2011: $160,634Net Income 2011: $145,7592011Expenses 2012: $163,9412012Revenue 2013: $515,990Expenses 2013: $163,328Net Income 2013: $352,6622013Revenue 2014: $617,144Expenses 2014: $212,175Net Income 2014: $404,9692014Revenue 2015: $546,197Expenses 2015: $279,470Net Income 2015: $266,7272015Revenue 2016: $467,887Expenses 2016: $225,961Net Income 2016: $241,9262016Revenue 2017: $577,807Expenses 2017: $224,150Net Income 2017: $353,6572017Revenue 2018: $464,203Expenses 2018: $254,814Net Income 2018: $209,3892018Revenue 2019: $389,609Expenses 2019: $257,340Net Income 2019: $132,2692019Revenue 2020: $1,177,512Expenses 2020: $674,367Net Income 2020: $503,1452020Revenue 2021: $483,638Expenses 2021: $478,884Net Income 2021: $4,7542021Revenue 2022: $389,001Expenses 2022: $479,925Net Income 2022: -$90,9242022Revenue 2023: $583,271Expenses 2023: $565,266Net Income 2023: $18,0052023Revenue 2024: $677,583Expenses 2024: $568,775Net Income 2024: $108,8082024

Highlighted filing

2013

Revenue$515,990
Expenses$163,328
Net Income$352,662
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 1, 2014
Return Version
2013v3.0
Gross Receipts
$523,668
Mission and Program Overview

Mission

To provide moderately priced housing for qualified residents, to provide college scholarships for qualified students annually, and to preserve and protect the architectural integrity of its buildings and grounds.

Provide a home for residents of limited means

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,608,794$2,738,342▲ $129,548
Pd in Cap Srpls Land Bldg Eqp Fund$2,608,794$2,738,342▲ $129,548
Cap Stk Tr Prin Current Funds$1,517,948$1,844,502▲ $326,554
Investments in Publicly Traded Securities$1,181,568$1,563,593▲ $382,025
Savings and Temporary Cash Investments$336,380$280,909▼ $55,471
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,126,742$4,582,844▲ $456,102
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,126,742$4,582,844▲ $456,102
Total Liabilities and Net Assets / Fund Balance$4,126,742$4,582,844▲ $456,102

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,670,173-$2,670,173
Equipment$68,169-$68,169
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara ZimmermanPresident
Marguerite PalmerVice President
Alice Lemacks PatrickBoard Member
Dorothy HefnerBoard Member
Eleanor Hastie ParkerBoard Member
Eliza Edmunds ClevelandBoard Member
Elizabeth RavenelBoard Member
Frances Voight GeerBoard Member
Madge HallettBoard Member
Margaret GarrettBoard Member
Mary Porcher EvansBoard Member
Sarah McdanielBoard Member
Eleanor Gaillard RogersCorresponding Secretary
Ann RhettRecording Secretary
Ettaray L SimmonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$260,377
Program Service Revenue
$155,648
Investment Income
$57,519
Other Revenue
$42,446
All Other Contributions
$260,377
Change in Net Assets
$352,662

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded5$157,913
Total Noncash Contributions5$157,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,734
Salaries, Compensation, and Employee Benefits$22,094
Grants and Similar Amounts Paid$5,500
Total Fundraising Expense$249
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$72,437--$72,437
Other Salaries and Wages$22,094--$22,094
Insurance$20,713--$20,713
Office Expenses$6,366--$6,366
Fees for Service Investment Mgmnt Fees-$6,359-$6,359
Grants to Domestic Individuals$5,500--$5,500
Fees for Services Accounting-$3,685-$3,685
Other Expenses$623$313$249$1,185
Fees for Services Other-$568-$568
All Other Expenses-$248-$248
Total Functional Expenses$151,906$11,173$249$163,328
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,678
Fundraising Gross Income$3,562
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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 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

Governance Explanations

Form 990, Part VI, Section B, Line 11

The 990 is reviewed by the treasurer prior to filing and is available upon request for review.

Form 990, Part VI, Section C, Line 19

Governing documents, form 1023, and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
57-0314432
Phone
8437237113

Signing Officer

Name
Ettaray Simons
Title
Treasurer
Phone
8437237113
Signed
2014-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Zimmerman
Formed
1867
Legal Domicile
Sc
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
30

Preparer

Preparer
Brandon T Renaud
Phone
8435777040
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02608794
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02738342
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARBARA ZIMMERMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0155648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0155648
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0344254
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013000
IRS990/PYInvestmentIncomeAmt038987
IRS990/PYOtherExpensesAmt0129670
IRS990/PYOtherRevenueAmt035897
IRS990/PYProgramServiceRevenueAmt0147203
IRS990/PYRevenuesLessExpensesAmt0402400
IRS990/PYSalariesCompEmpBnftPaidAmt021271
IRS990/PYTotalExpensesAmt0163941
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0566341
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0352662
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt043587
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0158623
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0336380
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0280909
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0260377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0344254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt096523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0114562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0828191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt057519
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038987
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018106
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0144643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0155648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0147203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0142939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0171565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0639999
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt057519
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038987
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018106
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0144643
IRS990ScheduleA/InvestmentIncomeCYPct00.08290
IRS990ScheduleA/InvestmentIncomePYPct00.06140
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt039471
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt033901
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt037950
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt04764
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt05911
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0121997
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02975
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01996
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03160
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0299
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01172
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09602
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.55680
IRS990ScheduleA/PublicSupportPY509Pct00.52400
IRS990ScheduleA/PublicSupportTotal509Amt0971346
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0142977
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0219459
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt059809
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt074599
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0496844
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0142977
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0219459
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt059809
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt074599
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0496844
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0416025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0491457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0239462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0286127
IRS990ScheduleA/Total509Grp/TotalAmt01468190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0515990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0566341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0306393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0311316
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01744432
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02670173
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02670173
IRS990ScheduleD/EquipmentGrp/BookValueAmt068169
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt068169
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02738342
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt05
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0157913
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING AND IS AVAILABLE UPON REQUEST FOR REVIEW.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.00$7.44$0.68$0.57$0.11
2023Summary only. Only limited summary data is available for this year.$7.18$0.00$7.18$0.58$0.57$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.93$0.00$6.93$0.39$0.48$0.09
2021Summary only. Only limited summary data is available for this year.$7.38$0.00$7.38$0.48$0.48$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$1.18$0.67$0.50
2019Summary only. Only limited summary data is available for this year.$6.34$0.00$6.34$0.39$0.26$0.13
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.00$5.85$0.46$0.25$0.21
2017Summary only. Only limited summary data is available for this year.$5.91$0.00$5.91$0.58$0.22$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.00$5.41$0.47$0.23$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.55$0.28$0.27
2014Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.62$0.21$0.40
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.52$0.16$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.00$4.13$0.16
2011Summary only. Only limited summary data is available for this year.$3.65$0.00$3.65$0.31$0.16$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$0.17