Civic Intelligence

Confederate Home and College

990 • Fiscal year 2019 • EIN 57-0314432

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

62 Broad StreetCharleston, SC 29401

(843) 723-7113

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

65th percentile

8.4%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-16%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Flat

$6,343,443

Flat from 2019

Net Assets

Flat

$6,343,443

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Flat

$389,609

Flat from 2019

Expenses

Flat

$257,340

Flat from 2019

Net Income

Flat

$132,269

Flat from 2019

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 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

2019

Assets$6,343,443
Liabilities$0
Net Assets$6,343,443

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 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

2019

Revenue$389,609
Expenses$257,340
Net Income$132,269
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$389,609
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,514,024$3,614,413▲ $100,389
Pd in Cap Srpls Land Bldg Eqp Fund$3,514,024$3,514,024→ $0
Cap Stk Tr Prin Current Funds$2,339,155$2,829,419▲ $490,264
Investments in Publicly Traded Securities$2,042,432$2,554,644▲ $512,212
Savings and Temporary Cash Investments$296,723$174,386▼ $122,337
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,853,179$6,343,443▲ $490,264
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,853,179$6,343,443▲ $490,264
Total Liabilities and Net Assets / Fund Balance$5,853,179$6,343,443▲ $490,264

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,496,193-$3,496,193
Equipment$118,220-$118,220
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara ZimmermanPresident
Anne MoiseBoard Member
Dorothy HefnerBoard Member
Eleanore ParkerBoard Member
Eliza ClevelandBoard Member
Elizabeth RavenelBoard Member
Frances GeerBoard Member
Jane SchakteBoard Member
Lavinia HowellBoard Member
Margaret GarrettBoard Member
Marge PalmerBoard Member
Shay EvansBoard Member
Eva RavenelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,062
Program Service Revenue
$247,565
Investment Income
$67,799
Other Revenue
$33,183
All Other Contributions
$41,062
Change in Net Assets
$132,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,763
Salaries, Compensation, and Employee Benefits$35,577
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$56,577--$56,577
Other Salaries and Wages$31,865--$31,865
Fees for Service Investment Mgmnt Fees-$22,454-$22,454
Insurance$17,670--$17,670
Fees for Services Other$8,763$7,521-$16,284
Office Expenses$12,395--$12,395
Grants to Domestic Individuals$10,000--$10,000
Payroll Taxes$3,712--$3,712
All Other Expenses$1,229--$1,229
Other Expenses$694--$694
Total Functional Expenses$227,365$29,975$0$257,340
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
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 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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

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

Filer Name
Confederate Home and College
EIN
57-0314432
Phone
8437237113
Address
62 BROAD STREET, CHARLESTON, SC 29401

Signing Officer

Name
Eva Ravenel
Title
Treasurer
Phone
8437237113
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Zimmerman
Formed
1867
Legal Domicile
Sc
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
33

Preparer

Firm
Elliott Davis Llcpllc
Address
100 CALHOUN STREET SUITE 300, CHARLESTON, SC 29401
Preparer
Brandon T Renaud
Phone
8435777040
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IRS990/PYContributionsGrantsAmt0118924
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt010100
IRS990/PYInvestmentIncomeAmt0100436
IRS990/PYOtherExpensesAmt0210363
IRS990/PYOtherRevenueAmt067561
IRS990/PYProgramServiceRevenueAmt0177282
IRS990/PYRevenuesLessExpensesAmt0209389
IRS990/PYSalariesCompEmpBnftPaidAmt034351
IRS990/PYTotalExpensesAmt0254814
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0464203
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0132269
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt029670
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0241810
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0296723
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0174386
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt03685
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt030812
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0134698
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0150000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0419195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0118924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0207525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0157797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0195838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0721146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt097469
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0163398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0144940
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0139784
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0156902
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0702493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0247565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0177282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0213505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0164537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0180773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0983662
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt014003
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt011457
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011958
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt037418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt097469
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0163398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0144940
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0139784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0156902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0702493
IRS990ScheduleA/InvestmentIncomeCYPct00.28580
IRS990ScheduleA/InvestmentIncomePYPct00.28130
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt03513
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04599
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02257
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0891
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01974
IRS990ScheduleA/OtherIncome509Grp/TotalAmt013234
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.53100
IRS990ScheduleA/PublicSupportPY509Pct00.48420
IRS990ScheduleA/PublicSupportTotal509Amt01305149
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt03685
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt035812
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0143054
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0154526
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0437077
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt08356
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt04526
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt017882
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0288627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0296206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0435033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0333791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0388569
IRS990ScheduleA/Total509Grp/TotalAmt01742226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0389609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0464203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0582230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0474466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0547445
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02457953
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/BookValueAmt03496193
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03496193
IRS990ScheduleD/EquipmentGrp/BookValueAmt0118220
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118220
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03614413
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING AND IS AVAILABLE UPON REQUEST FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, FORM 1023, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05853179
IRS990/TotalAssetsEOYAmt06343443
IRS990/TotalAssetsGrp/BOYAmt05853179
IRS990/TotalAssetsGrp/EOYAmt06343443
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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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
2019Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.39$0.26$0.13
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