Civic Intelligence

Confederate Heritage Trust Inc

EIN 57-0986805 • 501(c)3 • Hanahan, SC

Profile

Education to confederate heritage

1130 John Rutledge AvenueHanahan, SC 29410

csatrust.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

34th percentile

-7.0%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

47th percentile

-3.7%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$96,265

Down $7,489 (-7.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$96,265

Down $7,489 (-7.2%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin34th percentile

Revenue

Up

$8,002

Up $3,051 (+62%) from 2020

Expenses

Up

$8,560

Up $3,999 (+88%) from 2020

Net Income

Down

-$558

Down $948 (-243%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$150K$100K$50K$0Assets 2014: $80,713Liabilities 2014: $0Net Assets 2014: $80,7132014Assets 2015: $67,249Liabilities 2015: $0Net Assets 2015: $67,2492015Assets 2016: $67,456Liabilities 2016: $0Net Assets 2016: $67,4562016Assets 2017: $64,856Liabilities 2017: $02017Assets 2018: $90,884Liabilities 2018: $0Net Assets 2018: $90,8842018Assets 2019: $89,061Liabilities 2019: $0Net Assets 2019: $89,0612019Assets 2020: $103,754Liabilities 2020: $0Net Assets 2020: $103,7542020Assets 2022: $96,265Liabilities 2022: $0Net Assets 2022: $96,2652022

Highlighted filing

2022

Assets$96,265
Liabilities$0
Net Assets$96,265
Open 2022 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $21,151Expenses 2014: $7,762Net Income 2014: $13,3892014Revenue 2015: $3,041Expenses 2015: $16,504Net Income 2015: -$13,4632015Revenue 2016: $8,851Expenses 2016: $8,644Net Income 2016: $2072016Revenue 2017: $9,840Expenses 2017: $12,440Net Income 2017: -$2,6002017Revenue 2018: $55,024Expenses 2018: $18,996Net Income 2018: $36,0282018Revenue 2019: $7,599Expenses 2019: $9,422Net Income 2019: -$1,8232019Revenue 2020: $4,951Expenses 2020: $4,561Net Income 2020: $3902020Revenue 2022: $8,002Expenses 2022: $8,560Net Income 2022: -$5582022

Highlighted filing

2022

Revenue$8,002
Expenses$8,560
Net Income-$558
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$96,265
Liabilities
$0
Net assets
$96,265
Revenue
$8,002
Expenses
$8,560
Net income
-$558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.05$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.08$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.55$0.19$0.36
2017Summary only. Only limited summary data is available for this year.$0.65$0.00$0.10$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.09$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03$0.17$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.21$0.08$0.13
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 11, 2021
Return Version
2020v4.0
Gross Receipts
$4,951
Mission and Program Overview

Mission

Education to confederate heritage

Program Services

DescriptionGrantsExpenses
EDUCATING THOUSANDS THROUGH EVENTS OF BATTLES ON BOTH SIDES OF THE WAR AND LIVING HISTORY OF MILITARY DEAD BY SCRIPTS OF DEAD MILITARY PERSONNEL.-$7,078
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL B BURBAGETreasurerPT$0--
GENE PATRICKPresidentPT$0--
LEE WILSONVice PresidentPT$0--
SUSAN C HOUKESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Confederate Heritage Trust Inc
EIN
57-0986805
Address
1130 JOHN RUTLEDGE AVENUE, HANAHAN, SC 29410

Signing Officer

Name
Randall B Burbage
Title
Director
Phone
8438172407
Signed
2021-03-11
Discuss with paid preparer
Yes

Preparer

Firm
John Couch Associates Inc
Address
209 S MAIN STREET, Summerville, SC 29483
Preparer
John N Couch EA
Phone
8438736800
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“ACTIVITY NONE GRANTEE 0”

Description of other expenses Part I line 16

“Description amountinsurance 2,155website 1,082magnolia cemetery donation 1,147flowers (funeral) 125sc sect of state registration 52”

Other changes in net assets or fund balances Part I line 20

“Increase in usaa investment account 30000 transfer from checking, investment income 4840decrease due to expenses”

Description of other assets Part II line 24

“Category beginning of year end of yearusaa investment account 49,678 84,518”

Raw XML Appendix170 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RANDALL B BURBAGE
CompensationExplanation/CompensationExplanationGrp/PersonNm1GENE PATRICK
CompensationExplanation/CompensationExplanationGrp/PersonNm2LEE WILSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3SUSAN C HOUKE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VOLUNTEER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1VOLUNTEER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2VOLUNTEER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3VOLUNTEER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RANDALL B BURBAGE
IRS990EZ/BooksInCareOfDetail/PhoneNum08438172401
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01130 JOHN RUTLEDGE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HANAHAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029410
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053686
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019236
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0111
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0390
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103364
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103754
IRS990EZ/GrossReceiptsAmt04951
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04840
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103364
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103754
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103364
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103754
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDALL B BURBAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GENE PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN C HOUKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt049678
IRS990EZ/OtherAssetsTotalDetail/EOYAmt084518
IRS990EZ/OtherExpensesTotalAmt04561
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION TO CONFEDERATE HERITAGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATING THOUSANDS THROUGH EVENTS OF BATTLES ON BOTH SIDES OF THE WAR AND LIVING HISTORY OF MILITARY DEAD BY SCRIPTS OF DEAD MILITARY PERSONNEL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07078
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04561
IRS990EZ/TotalProgramServiceExpensesAmt07078
IRS990EZ/TotalRevenueAmt04951
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CSATRUST.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02975
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04347
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017114
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023697
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0111
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0111
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75600
IRS990ScheduleA/PublicSupportPY170Pct00.81130
IRS990ScheduleA/PublicSupportTotal170Amt053365
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0111
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0475
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053365
IRS990ScheduleA/TotalSupportAmt070590
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY NONE GRANTEE 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 2,155WEBSITE 1,082MAGNOLIA CEMETERY DONATION 1,147FLOWERS (FUNERAL) 125SC SECT OF STATE REGISTRATION 52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASE IN USAA INVESTMENT ACCOUNT 30000 TRANSFER FROM CHECKING, INVESTMENT INCOME 4840DECREASE DUE TO EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARUSAA INVESTMENT ACCOUNT 49,678 84,518
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL B BURBAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08438172407
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONFEDERATE HERITAGE TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0CONF
ReturnHeader/Filer/EIN0570986805
ReturnHeader/Filer/USAddress/AddressLine1Txt01130 JOHN RUTLEDGE AVENUE
ReturnHeader/Filer/USAddress/CityNm0HANAHAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570961438
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN COUCH ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0209 S MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Summerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029483
ReturnHeader/PreparerPersonGrp/PhoneNum08438736800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John N Couch EA
ReturnHeader/ReturnTs02021-03-24T17:20:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RANDALL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURBAGE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits