Civic Intelligence

Robert E Lee Chapter of the Udc

EIN 57-6034577 • 501(c)3 • Liberty, SC

Profile

To award scholarshipd based on need

153 Sharon Church RoadLiberty, SC 29657
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

7.9%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

23%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$858,704

Up $62,605 (+7.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$858,704

Up $62,605 (+7.9%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin90th percentile

Revenue

Up

$56,881

Up $10,810 (+23%) from 2024

Expenses

Down

$26,826

Down $5,180 (-16%) from 2024

Net Income

Up

$30,055

Up $15,990 (+114%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$1.0M$500K$0Assets 2010: $576,919Liabilities 2010: $0Net Assets 2010: $576,9192010Assets 2014: $690,001Liabilities 2014: $0Net Assets 2014: $690,0012014Assets 2015: $659,185Liabilities 2015: $0Net Assets 2015: $659,1852015Assets 2016: $696,911Liabilities 2016: $0Net Assets 2016: $696,9112016Assets 2017: $694,713Liabilities 2017: $0Net Assets 2017: $694,7132017Assets 2018: $700,886Liabilities 2018: $5,203Net Assets 2018: $695,6832018Assets 2019: $707,515Liabilities 2019: $0Net Assets 2019: $707,5152019Assets 2020: $707,246Liabilities 2020: $0Net Assets 2020: $707,2462020Assets 2021: $689,382Liabilities 2021: $0Net Assets 2021: $689,3822021Assets 2022: $700,067Liabilities 2022: $0Net Assets 2022: $700,0672022Assets 2023: $694,866Liabilities 2023: $0Net Assets 2023: $694,8662023Assets 2024: $796,099Liabilities 2024: $0Net Assets 2024: $796,0992024Assets 2025: $858,704Liabilities 2025: $0Net Assets 2025: $858,7042025

Highlighted filing

2025

Assets$858,704
Liabilities$0
Net Assets$858,704
Open 2025 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $28,6762010Revenue 2014: $104,301Expenses 2014: $21,823Net Income 2014: $82,4782014Revenue 2015: $33,737Expenses 2015: $31,366Net Income 2015: $2,3712015Revenue 2016: $28,395Expenses 2016: $30,751Net Income 2016: -$2,3562016Revenue 2017: $46,067Expenses 2017: $48,265Net Income 2017: -$2,1982017Revenue 2018: $45,928Expenses 2018: $43,117Net Income 2018: $2,8112018Revenue 2019: $42,453Expenses 2019: $44,448Net Income 2019: -$1,9952019Revenue 2020: $50,329Expenses 2020: $50,598Net Income 2020: -$2692020Revenue 2021: $31,782Expenses 2021: $44,570Net Income 2021: -$12,7882021Revenue 2022: $50,666Expenses 2022: $33,910Net Income 2022: $16,7562022Revenue 2023: $32,929Expenses 2023: $30,954Net Income 2023: $1,9752023Revenue 2024: $46,071Expenses 2024: $32,006Net Income 2024: $14,0652024Revenue 2025: $56,881Expenses 2025: $26,826Net Income 2025: $30,0552025

Highlighted filing

2025

Revenue$56,881
Expenses$26,826
Net Income$30,055
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$858,704
Liabilities
$0
Net assets
$858,704
Revenue
$56,881
Expenses
$26,826
Net income
$30,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.57$0.27$0.30
2024Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.46$0.32$0.14
2023Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.33$0.31$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.51$0.34$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.32$0.45$0.13
2020Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.50$0.51$0.00
2019Summary only. Only limited summary data is available for this year.$7.08$0.00$7.08$0.42$0.44$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.01$0.05$6.96$0.46$0.43$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.46$0.48$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.28$0.31$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.34$0.31$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$1.04$0.22$0.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Sep 26, 2025
Return Version
2024v5.0
Gross Receipts
$56,881
Mission and Program Overview

Mission

To award scholarships based on need

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$794,202$856,180▲ $61,978
Cash and Non-Interest-Bearing Accounts$1,897$2,524▲ $627
Total Assets$796,099$858,704▲ $62,605
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$796,099$858,704▲ $62,605
Total Net Assets Fund Balance$796,099$858,704▲ $62,605
Total Liabilities and Net Assets / Fund Balance$796,099$858,704▲ $62,605

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$856,180--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Nica Vernon CarsonPresident
Ann Mayfield1st Vice Pre
Deborah Hogan2nd V Presid
Regina Lucker3rd Vice Pre
Sunni WickiserChaplain
Robin MoodyHistorian/re
Wendy WrightRecording Se
Nancy EwingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,830
Program Service Revenue
$0
Investment Income
$55,051
Other Revenue
$0
All Other Contributions
$140
Change in Net Assets
$30,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,000
Other Expenses$10,826
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$16,000--$16,000
Fees for Service Investment Mgmnt Fees-$8,627-$8,627
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$224-$224
Fees for Services Management-$51-$51
Total Functional Expenses$16,000$10,826$0$26,826
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
No
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

“Qualifications for the scholarships are the sponsoring member must be in good standing of the robert e lee chapter. Members can sponsor two scholarships at a time, and is limited to availablity of funds.recipients of the scholarship can be members (exlcuded associate member), member's child (biological or adoptive) or blood relative. Those receiving scholarships must be enrolled in an undergraduate or graduate degree program, post-graduate programs, or certification program and may be enrolled in or out of the state.”

Form 990, Page 6, Part VI, Line 11B

“990 is reveiwed by the treasurer before filing”

Form 990, Page 6, Part VI, Line 19

“Documents are available for review upon request”

Filing and Contact Details

Filer

Filer Name
Robert E Lee Chapter of the Udc
EIN
57-6034577
Phone
8646176576
Address
153 SHARON CHURCH ROAD, LIBERTY, SC 29657

Signing Officer

Name
Nancy Ewing
Title
Treasurer
Phone
8647608873
Signed
2025-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Ewing
Formed
1962
Legal Domicile
Sc
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Argo and Associates Llp
Address
303 E CALHOUN ST, ANDERSON, SC 29621-5540
Preparer
Varada a Ogale
Phone
8642267202
Raw XML Appendix315 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
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IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0NANCY EWING
IRS990/BooksInCareOfDetail/PhoneNum08646176576
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0153 SHARON CHURCH RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LIBERTY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd029657
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01830
IRS990/CYGrantsAndSimilarPaidAmt016000
IRS990/CYInvestmentIncomeAmt055051
IRS990/CYOtherExpensesAmt010826
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt030055
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026826
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056881
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIPS WERE PROVIDED TO THE LINEAL DESCENDANTS OF A CONFEDERATE SOLDIER OR SAILOR WHO ATTENDED A COLLEGE IN SOUTH CAROLINA. SCHOLARSHIPS ARE AWARDED ON THE BASIS OF NEED. 8 PEOPLE WERE SERVED IN 2025.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt016000
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0NICA VERNON CARSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ANN MAYFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm2DEBORAH HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3REGINA LUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm4WENDY WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm5NANCY EWING
IRS990/Form990PartVIISectionAGrp/PersonNm6SUNNI WICKISER
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBIN MOODY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND V PRESID
IRS990/Form990PartVIISectionAGrp/TitleTxt33RD VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt4RECORDING SE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAPLAIN
IRS990/Form990PartVIISectionAGrp/TitleTxt7HISTORIAN/RE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt028885
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt016000
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt028885
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt022
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt01690
IRS990/MembersOrStockholdersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0QUALIFICATIONS FOR THE SCHOLARSHIPS ARE THE SPONSORING MEMBER MUST BE IN GOOD STANDING OF THE ROBERT E LEE CHAPTER. MEMBERS CAN SPONSOR TWO SCHOLARSHIPS AT A TIME, AND IS LIMITED TO AVAILABLITY OF FUNDS.RECIPIENTS OF THE SCHOLARSHIP CAN BE MEMBERS (EXLCUDED ASSOCIATE MEMBER), MEMBER'S CHILD (BIOLOGICAL OR ADOPTIVE) OR BLOOD RELATIVE. THOSE RECEIVING SCHOLARSHIPS MUST BE ENROLLED IN AN UNDERGRADUATE OR GRADUATE DEGREE PROGRAM, POST-GRADUATE PROGRAMS, OR CERTIFICATION PROGRAM AND MAY BE ENROLLED IN OR OUT OF THE STATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 IS REVEIWED BY THE TREASURER BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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ReturnHeader/ReturnTs02025-10-08T10:53:59-04:00
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ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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