Civic Intelligence

South Carolina State Museum Foundation

EIN 57-0713243 • 501(c)3 • Columbia, SC

Profile

To support and promote the purpose of the south carolina state museum.

301 Gervais Street Loading Zone DColumbia, SC 29201

n/A

Siviq Scores

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

Liabilities / Assets

35th percentile

0.05x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.16x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$6,407,477

Up $608,671 (+10%) from 2024

Liabilities

Up

$293,209

Up $75,040 (+34%) from 2024

Net Assets

Up

$6,114,268

Up $533,631 (+9.6%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin74th percentile

Revenue

Down

$1,878,466

Down $881,069 (-32%) from 2024

Expenses

Up

$1,497,514

Up $310,343 (+26%) from 2024

Net Income

Down

$380,952

Down $1,191,412 (-76%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $9,999,208Liabilities 2010: $1,502,770Net Assets 2010: $8,496,4382010Assets 2011: $15,265,967Liabilities 2011: $6,450,684Net Assets 2011: $8,815,2832011Assets 2012: $14,876,512Liabilities 2012: $5,058,397Net Assets 2012: $9,818,1152012Assets 2013: $12,002,184Liabilities 2013: $2,887,091Net Assets 2013: $9,115,0932013Assets 2014: $5,383,898Liabilities 2014: $193,413Net Assets 2014: $5,190,4852014Assets 2015: $5,216,576Liabilities 2015: $315,065Net Assets 2015: $4,901,5112015Assets 2016: $6,999,192Liabilities 2016: $510,823Net Assets 2016: $6,488,3692016Assets 2017: $3,873,240Liabilities 2017: $272,287Net Assets 2017: $3,600,9532017Assets 2018: $4,077,030Liabilities 2018: $248,825Net Assets 2018: $3,828,2052018Assets 2019: $4,261,034Liabilities 2019: $257,535Net Assets 2019: $4,003,4992019Assets 2020: $4,406,658Liabilities 2020: $202,829Net Assets 2020: $4,203,8292020Assets 2021: $4,778,018Liabilities 2021: $179,560Net Assets 2021: $4,598,4582021Assets 2022: $4,037,593Liabilities 2022: $280,521Net Assets 2022: $3,757,0722022Assets 2023: $4,010,548Liabilities 2023: $236,550Net Assets 2023: $3,773,9982023Assets 2024: $5,798,806Liabilities 2024: $218,169Net Assets 2024: $5,580,6372024Assets 2025: $6,407,477Liabilities 2025: $293,209Net Assets 2025: $6,114,2682025

Highlighted filing

2025

Assets$6,407,477
Liabilities$293,209
Net Assets$6,114,268
Open 2025 Filing

Operations Trend

Revenue Growth9th percentile

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

$5.0M$0-$5.0MExpenses 2010: $763,1632010Expenses 2011: $1,391,1852011Expenses 2012: $2,025,7302012Expenses 2013: $2,389,6432013Revenue 2014: $684,840Expenses 2014: $4,704,041Net Income 2014: -$4,019,2012014Revenue 2015: $1,369,784Expenses 2015: $1,608,166Net Income 2015: -$238,3822015Revenue 2016: $2,417,444Expenses 2016: $807,951Net Income 2016: $1,609,4932016Revenue 2017: $1,568,026Expenses 2017: $4,532,535Net Income 2017: -$2,964,5092017Revenue 2018: $1,096,466Expenses 2018: $941,406Net Income 2018: $155,0602018Revenue 2019: $1,191,835Expenses 2019: $1,075,355Net Income 2019: $116,4802019Revenue 2020: $1,373,526Expenses 2020: $1,153,679Net Income 2020: $219,8472020Revenue 2021: $1,059,268Expenses 2021: $1,206,213Net Income 2021: -$146,9452021Revenue 2022: $1,128,680Expenses 2022: $1,361,650Net Income 2022: -$232,9702022Revenue 2023: $1,066,203Expenses 2023: $1,210,756Net Income 2023: -$144,5532023Revenue 2024: $2,759,535Expenses 2024: $1,187,171Net Income 2024: $1,572,3642024Revenue 2025: $1,878,466Expenses 2025: $1,497,514Net Income 2025: $380,9522025

Highlighted filing

2025

Revenue$1,878,466
Expenses$1,497,514
Net Income$380,952
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,407,477
Liabilities
$293,209
Net assets
$6,114,268
Revenue
$1,878,466
Expenses
$1,497,514
Net income
$380,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.41$0.29$6.11$1.88$1.50$0.38
2024Detailed filing. Detailed filing data is available for this year.$5.80$0.22$5.58$2.76$1.19$1.57
2023Detailed filing. Detailed filing data is available for this year.$4.01$0.24$3.77$1.07$1.21$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.04$0.28$3.76$1.13$1.36$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.18$4.60$1.06$1.21$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.20$4.20$1.37$1.15$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.26$4.00$1.19$1.08$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.08$0.25$3.83$1.10$0.94$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.87$0.27$3.60$1.57$4.53$2.96
2016Detailed filing. Detailed filing data is available for this year.$7.00$0.51$6.49$2.42$0.81$1.61
2015Detailed filing. Detailed filing data is available for this year.$5.22$0.32$4.90$1.37$1.61$0.24
2014Detailed filing. Detailed filing data is available for this year.$5.38$0.19$5.19$0.68$4.70$4.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$2.89$9.12$2.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$5.06$9.82$2.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$6.45$8.82$1.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.00$1.50$8.50$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$3,392,525
Mission and Program Overview

Mission

To support and promote the purpose of the south carolina state museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,976,353$4,760,069▲ $783,716
Cash and Non-Interest-Bearing Accounts$786,710$1,074,117▲ $287,407
Pledges and Grants Receivable$908,000$440,831▼ $467,169
Accounts Receivable$116,841$113,288▼ $3,553
Prepaid Expenses and Deferred Charges$10,902$19,172▲ $8,270
Total Assets$5,798,806$6,407,477▲ $608,671
Liabilities
Deferred Revenue$119,414$149,506▲ $30,092
Accounts Payable and Accrued Expenses$98,755$143,703▲ $44,948
Total Liabilities$218,169$293,209▲ $75,040
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,552,977$5,168,200▲ $615,223
Net Assets Without Donor Restrictions$1,027,660$946,068▼ $81,592
Total Net Assets Fund Balance$5,580,637$6,114,268▲ $533,631
Total Liabilities and Net Assets / Fund Balance$5,798,806$6,407,477▲ $608,671

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$239,465-▲ $37,060$18,207$258,318
2023$207,898-▲ $37,060$2,187$239,465
2022$187,539-▲ $22,521$2,162$207,898
2021$213,144-▲ $6,576$32,181$187,539
2020$204,224-▲ $49,330$40,410$213,144
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Philip SimoneauxAudit Committee Chair
Rita CaughmanBoard Chair
Geoffrey HardeeBoard Chair Elect & Trusteeship Chair
Bill QuattlebaumImmediate Past Char & Steering Comm Chair
Blake MontgomeryInvestment Committee Chair
Roger BlauBoard Emeritus
Adam VanceBoard Member
Alexandria StathakisBoard Member
Beth Davis WebbBoard Member
Charles Duke IiiBoard Member
Colonel Claude J EichelbergerBoard Member
Davis BarnesBoard Member
Debbie DurbanBoard Member
Deborah VandeventerBoard Member
Elizabeth HuttonBoard Member
Emilie LewisBoard Member
Maryanne BelserBoard Member
Nonie PriceBoard Member
Regina BrownBoard Member
Rodger StroupBoard Member
Tara GodboltBoard Member
Victoria EslingerBoard Member
John MccabeCommission Liaison Ex-officio
Deedee RoweSecretary
Margaret WallaceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,501,271
Program Service Revenue
$0
Investment Income
$377,195
Other Revenue
$0
All Other Contributions
$1,238,645
Change in Net Assets
$380,952

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,878,466
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$167,679
Total Revenue per Audited Statements
$2,046,145
Total Revenue per Form 990
$1,878,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,400,889
Total Fundraising Expense$182,399
Grants and Similar Amounts Paid$96,625
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$394,677$5,319$19,074$419,070
Advertising$50,849$7,923$38,472$97,244
Grants to Domestic Orgs$96,625--$96,625
Travel$22,908$18,327$13,685$54,920
Fees for Service Investment Mgmnt Fees$32,205$5,482-$37,687
Insurance-$15,856-$15,856
Other Expenses$7,923$1,395$1,430$10,748
All Other Expenses$418$3,069-$3,487
Conferences and Meetings$1,795$310-$2,105
Total Functional Expenses$1,203,605$111,510$182,399$1,497,514

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,512,514
Expenses per Audited Statements$1,497,514
Total Expenses per Form 990$1,497,514
Expenses Not Reported on Form 990$15,000
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Carolina State MuseumColumbia, SC-Reimbursement of Overhead, Payroll and Operating Costs$96,625
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The committe is allowed to act on behalf of the govering body. Therefore, there are no minutes.”

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

“The 990 will be reviewed by management and the board of directors.”

Form 990, Part VI, Section B, Line 12C

“New board members receive a board packet including the bylaws and conflict of interest form. Each board and staff member is required annually to read and sign the foundation's conflict of interest form. The management of the foundation and the individual board members remain informed of firms involved in the foundation's business and legal issues. Board members will recuse themselves from voting if/when the individual's firm is involved in any type of business or legal issue.”

Form 990, Part VI, Section B, Line 15A

“The sc state museum's executive director and the sc state museum foundation's evaluation committee and executive committee review and evaluate the compensation for the foundation's management.”

Form 990, Part VI, Section C, Line 19

“This information is available to the public upon request. The sc state museum founation's management is responsible for fulfilling any requests.”

Filing and Contact Details

Filer

Filer Name
South Carolina State Museum Foundation
EIN
57-0713243
Phone
8038984975
Address
301 GERVAIS STREET LOADING ZONE D, COLUMBIA, SC 29201

Signing Officer

Name
Rita Caughman
Title
Board Chair
Phone
8038984975
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita Caughman
Formed
1976
Legal Domicile
Sc
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
0

Preparer

Firm
Bauknight Pietras & Stormer Pa
Address
1501 MAIN ST SUITE 600, COLUMBIA, SC 29201
Preparer
Shellie S Johnson
Phone
8037718943
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Donated use of facilities -15,000.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund's intended uses are to support the foundation's objectives.”

PART X, LINE 2:

“Management has analyzed the tax positions taken by the foundation, and has concluded that, as of june 30, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 635 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm0RITA CAUGHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1DEEDEE ROWE
IRS990/Form990PartVIISectionAGrp/PersonNm2ALEXANDRIA STATHAKIS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES DUKE III
IRS990/Form990PartVIISectionAGrp/PersonNm4BLAKE MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVIS BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm6MARGARET WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm7REGINA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm8COLONEL CLAUDE J EICHELBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm9GEOFFREY HARDEE
IRS990/Form990PartVIISectionAGrp/PersonNm10MARYANNE BELSER
IRS990/Form990PartVIISectionAGrp/PersonNm11NONIE PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm12PHILIP SIMONEAUX
IRS990/Form990PartVIISectionAGrp/PersonNm13RODGER STROUP
IRS990/Form990PartVIISectionAGrp/PersonNm14VICTORIA ESLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm15ROGER BLAU
IRS990/Form990PartVIISectionAGrp/PersonNm16TARA GODBOLT
IRS990/Form990PartVIISectionAGrp/PersonNm17EMILIE LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm18ADAM VANCE
IRS990/Form990PartVIISectionAGrp/PersonNm19ELIZABETH HUTTON
IRS990/Form990PartVIISectionAGrp/PersonNm20DEBBIE DURBAN
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IRS990/Form990PartVIISectionAGrp/PersonNm22DEBORAH VANDEVENTER
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN MCCABE
IRS990/Form990PartVIISectionAGrp/PersonNm24BILL QUATTLEBAUM
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IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12AUDIT COMMITTEE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23COMMISSION LIAISON EX-OFFICIO
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IRS990/MinutesOfCommitteesInd01
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00

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