Civic Intelligence

Carolinasgeorgia Florida Chapter American Society

EIN 57-1124595 • 501(c)3 • Mount Pleasant, SC

Profile

The major mission of the Chapter is education for health care providers and the management of Hypertension. In addition, education modules have been produced for professionl development including an emerging writers program training early-careerhealth care providers.

327 Oak Point Landing DrMount Pleasant, SC 29464

n/A

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-233%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$13,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 46.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$350,988

Down $68,513 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$350,988

Down $68,513 (-16%) from 2023

Revenue

Down

$29,354

Down $30,458 (-51%) from 2023

Expenses

Down

$97,867

Down $12,043 (-11%) from 2023

Net Income

Down

-$68,513

Down $18,415 (-37%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $136,814Net Assets 2010: $136,8142010Assets 2011: $131,370Liabilities 2011: $02011Assets 2012: $140,105Liabilities 2012: $0Net Assets 2012: $140,1052012Assets 2013: $154,188Liabilities 2013: $0Net Assets 2013: $154,1882013Assets 2014: $154,304Liabilities 2014: $0Net Assets 2014: $154,3042014Assets 2015: $169,944Liabilities 2015: $0Net Assets 2015: $169,9442015Assets 2016: $166,969Liabilities 2016: $0Net Assets 2016: $166,9692016Assets 2017: $650,488Liabilities 2017: $0Net Assets 2017: $650,4882017Assets 2018: $626,935Liabilities 2018: $0Net Assets 2018: $626,9352018Assets 2019: $386,384Liabilities 2019: $414Net Assets 2019: $385,9702019Assets 2020: $418,765Liabilities 2020: $0Net Assets 2020: $418,7652020Assets 2021: $490,928Liabilities 2021: $0Net Assets 2021: $490,9282021Assets 2022: $481,297Liabilities 2022: $11,698Net Assets 2022: $469,5992022Assets 2023: $419,501Liabilities 2023: $0Net Assets 2023: $419,5012023Assets 2024: $350,988Liabilities 2024: $0Net Assets 2024: $350,9882024

Highlighted filing

2024

Assets$350,988
Liabilities$0
Net Assets$350,988

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $27,330Expenses 2010: $31,595Net Income 2010: -$4,2652010Revenue 2011: $25,371Expenses 2011: $30,815Net Income 2011: -$5,4442011Revenue 2012: $26,495Expenses 2012: $17,760Net Income 2012: $8,7352012Revenue 2013: $42,696Expenses 2013: $28,613Net Income 2013: $14,0832013Revenue 2014: $64,716Expenses 2014: $64,600Net Income 2014: $1162014Revenue 2015: $64,029Expenses 2015: $48,389Net Income 2015: $15,6402015Revenue 2016: $60,159Expenses 2016: $63,134Net Income 2016: -$2,9752016Revenue 2017: $564,574Expenses 2017: $81,055Net Income 2017: $483,5192017Revenue 2018: $89,762Expenses 2018: $113,315Net Income 2018: -$23,5532018Revenue 2019: $136,497Expenses 2019: $377,462Net Income 2019: -$240,9652019Revenue 2020: $151,695Expenses 2020: $118,900Net Income 2020: $32,7952020Revenue 2021: $268,903Expenses 2021: $196,740Net Income 2021: $72,1632021Revenue 2022: $121,393Expenses 2022: $142,722Net Income 2022: -$21,3292022Revenue 2023: $59,812Expenses 2023: $109,910Net Income 2023: -$50,0982023Revenue 2024: $29,354Expenses 2024: $97,867Net Income 2024: -$68,5132024

Highlighted filing

2024

Revenue$29,354
Expenses$97,867
Net Income-$68,513

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.29$0.98$0.69
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.60$1.10$0.50
2022Detailed filing. Detailed filing data is available for this year.$4.81$0.12$4.70$1.21$1.43$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$2.69$1.97$0.72
2020Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$1.52$1.19$0.33
2019Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$1.36$3.77$2.41
2018Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.90$1.13$0.24
2017Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$5.65$0.81$4.84
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.60$0.63$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.64$0.48$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.65$0.65$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.43$0.29$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.26$0.18$0.09
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.25$0.31$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$1.37$0.27$0.32$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 16, 2025
Return Version
2023v6.0
Gross Receipts
$29,354
Mission and Program Overview

Mission

Conducting educational forums and programs via in-person as well as producing enduring educacation modules for internet delivery. The Chapter also produces education materials in written formats for scientific journals, newsletters and professional meetings and conferences.

The major mission of the Chapter is education for health care providers and the management of Hypertension. In addition, education modules have been produced for professionl development including an emerging writers program training early-careerhealth care providers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$419,501$350,988▼ $68,513
Investments in Publicly Traded Securities$191,006$196,179▲ $5,173
Cash and Non-Interest-Bearing Accounts$162,574$88,857▼ $73,717
Savings and Temporary Cash Investments$65,921$65,952▲ $31
Total Assets$419,501$350,988▼ $68,513
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$419,501$350,988▼ $68,513
Total Liabilities and Net Assets / Fund Balance$419,501$350,988▼ $68,513
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniel T LacklandCOO and ED DirectorPT$13,500$13,500
Paul WheltonDirector WHL Liaison-$5,000$5,000
Michael WeberMember at Large WHL Publicat-$4,500$4,500

Board Members and Trustees

NameTitle
Leopoldo N RaijPast President
Jan N BasilePresident
Brent M EganDirector
Michael L PrisantDirector
Veita BlandPublication Director
Laura MulloyMember at Large
Pamela FallMember at Large
Steve RossMember at Large
Thomas LittlejohnMember at Large
Michael MooreSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,000
Program Service Revenue
$0
Investment Income
$5,354
Other Revenue
$0
All Other Contributions
$24,000
Change in Net Assets
$-68,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,867
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
Conferences and Meetings$45,218--$45,218
Fees for Services Management-$19,909-$19,909
All Other Expenses$1,489--$1,489
Office Expenses$1,450--$1,450
Fees for Services Accounting-$1,287-$1,287
Insurance$880--$880
Other Expenses$739--$739
Fees for Services Other-$200-$200
Total Functional Expenses$76,471$21,396$0$97,867
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Return sent to and reviewed by COO prior to filing.

Conflict of interest policy compliance Part VI line 12C

When an officer or board member (or anyone) participates as faculty for one of theeducation programs. They complete Conflict of Interest disclosurer report which isassessed by the education program.

Governing documents etc available to public Part VI line 19

Documents are available upon request and at SC Secretary of State Office Columbia SC.

Filing and Contact Details

Filer

Filer Name
Carolinasgeorgiaflorida Chapter American Society
EIN
57-1124595
Address
327 Oak Point Landing Dr, Mount Pleasant, SC 29464

Signing Officer

Name
Daniel T Lackland DrPHD
Title
COO and ED Dire
Phone
8438197550
Signed
2025-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel T Lackland DrPHD
Formed
2001
Legal Domicile
Sc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Elmo Ilderton LLC
Address
318 NORTH MAGNOLIA STREET, SUMMERVILLE, SC 29483
Preparer
Elmo M Ilderton Jr
Phone
8438753750
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Other Expenses - Administrative $1,800

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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/OtherExpensesGrp/ProgramServicesAmt023000
IRS990/OtherExpensesGrp/ProgramServicesAmt12000
IRS990/OtherExpensesGrp/ProgramServicesAmt21695
IRS990/OtherExpensesGrp/ProgramServicesAmt3739
IRS990/OtherExpensesGrp/TotalAmt023000
IRS990/OtherExpensesGrp/TotalAmt12000
IRS990/OtherExpensesGrp/TotalAmt21695
IRS990/OtherExpensesGrp/TotalAmt3739
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Daniel T Lackland DrPHD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt055854
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03958
IRS990/PYOtherExpensesAmt0142722
IRS990/PYRevenuesLessExpensesAmt0-82910
IRS990/PYTotalExpensesAmt0142722
IRS990/PYTotalRevenueAmt059812
IRS990/ReconcilationRevenueExpnssAmt0-68513
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt024000
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0419501
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0350988
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065921
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0117919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0264422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0148172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0610367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07909
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05096
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026163
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94120
IRS990ScheduleA/PublicSupportPY170Pct00.21300
IRS990ScheduleA/PublicSupportTotal170Amt0599098
IRS990ScheduleA/SubstantialContributorsTotAmt011269
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0117919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0264422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0148172
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0610367
IRS990ScheduleA/TotalSupportAmt0636530
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/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Return sent to and reviewed by COO prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1When an officer or board member (or anyone) participates as faculty for one of theeducation programs. They complete Conflict of Interest disclosurer report which isassessed by the education program.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available upon request and at SC Secretary of State Office Columbia SC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Expenses - Administrative $1,800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0419501
IRS990/TotalAssetsEOYAmt0350988
IRS990/TotalAssetsGrp/BOYAmt0419501
IRS990/TotalAssetsGrp/EOYAmt0350988
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021396
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076471
IRS990/TotalFunctionalExpensesGrp/TotalAmt097867
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0419501
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0350988
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt076471
IRS990/TotalReportableCompFromOrgAmt023000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05354
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029354
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0419501
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0350988
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0327 Oak Point Landing Drive
IRS990/USAddress/CityNm0Mount Pleasant
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029464
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel T Lackland DrPHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO and ED Dire
ReturnHeader/BusinessOfficerGrp/PhoneNum08438197550
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINASGEORGIAFLORIDA CHAPTER AMERICAN SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0571124595
ReturnHeader/Filer/USAddress/AddressLine1Txt0327 Oak Point Landing Dr
ReturnHeader/Filer/USAddress/CityNm0Mount Pleasant
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029464
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202048079
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELMO ILDERTON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0318 NORTH MAGNOLIA STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUMMERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029483
ReturnHeader/PreparerPersonGrp/PhoneNum08438753750
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elmo M Ilderton Jr
ReturnHeader/ReturnTs02025-05-20T15:22:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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