Civic Intelligence

Southern Appalachian Botanical Society

EIN 58-1876613 • 501(c)3 • Boone, NC

Profile

The mission of the Southern Appalachian Botanical Society is to promote the study of botany. This is achieved through various means including publishing a journal named "Castanea," a newsletter called "Chinquapin," hosting an annual conference, and providing awards for botanical research. The society focuses on the botany of the eastern United States, fostering both professional and public interest in plant biology

572 Rivers StreetBoone, NC 28608

castaneajournal.com

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

NTEE C • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.00x

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

NTEE C • $500k-$1M nonprofits • Source year 2024

Net Margin

24th percentile

-3.4%

Higher net margin than 24% of similar nonprofits.

NTEE C • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

NTEE C • $500k-$1M nonprofits • Source year 2024

Asset Growth

56th percentile

7.9%

Faster asset growth than 56% of similar nonprofits.

NTEE C • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

NTEE C • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$843,220

Up $61,805 (+7.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$843,220

Up $61,805 (+7.9%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin24th percentile

Revenue

Down

$63,030

Down $15,772 (-20%) from 2023

Expenses

Up

$65,145

Up $26,410 (+68%) from 2023

Net Income

Down

-$2,115

Down $42,182 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.0M$500K$0Assets 2011: $320,835Liabilities 2011: $0Net Assets 2011: $320,8352011Assets 2012: $361,604Liabilities 2012: $0Net Assets 2012: $361,6042012Assets 2013: $399,571Liabilities 2013: $02013Assets 2014: $414,000Liabilities 2014: $02014Assets 2015: $415,582Liabilities 2015: $02015Assets 2016: $546,016Liabilities 2016: $0Net Assets 2016: $546,0162016Assets 2017: $551,695Liabilities 2017: $0Net Assets 2017: $551,6952017Assets 2018: $544,858Liabilities 2018: $0Net Assets 2018: $544,8582018Assets 2019: $582,653Liabilities 2019: $0Net Assets 2019: $582,6532019Assets 2020: $633,725Liabilities 2020: $0Net Assets 2020: $633,7252020Assets 2023: $781,415Liabilities 2023: $0Net Assets 2023: $781,4152023Assets 2024: $843,220Liabilities 2024: $0Net Assets 2024: $843,2202024

Highlighted filing

2024

Assets$843,220
Liabilities$0
Net Assets$843,220
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $62,905Expenses 2011: $54,019Net Income 2011: $8,8862011Revenue 2012: $76,024Expenses 2012: $35,255Net Income 2012: $40,7692012Revenue 2013: $61,818Expenses 2013: $23,851Net Income 2013: $37,9672013Revenue 2014: $39,569Expenses 2014: $25,140Net Income 2014: $14,4292014Revenue 2015: $27,107Expenses 2015: $25,525Net Income 2015: $1,5822015Revenue 2016: $166,108Expenses 2016: $35,673Net Income 2016: $130,4352016Revenue 2017: $56,232Expenses 2017: $50,553Net Income 2017: $5,6792017Revenue 2018: $71,472Expenses 2018: $78,309Net Income 2018: -$6,8372018Revenue 2019: $101,834Expenses 2019: $64,213Net Income 2019: $37,6212019Revenue 2020: $88,727Expenses 2020: $36,183Net Income 2020: $52,5442020Revenue 2023: $78,802Expenses 2023: $38,735Net Income 2023: $40,0672023Revenue 2024: $63,030Expenses 2024: $65,145Net Income 2024: -$2,1152024

Highlighted filing

2024

Revenue$63,030
Expenses$65,145
Net Income-$2,115
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$843,220
Liabilities
$0
Net assets
$843,220
Revenue
$63,030
Expenses
$65,145
Net income
-$2,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.00$8.43$0.63$0.65$0.02
2023Summary only. Only limited summary data is available for this year.$7.81$0.00$7.81$0.79$0.39$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$0.89$0.36$0.53
2019Summary only. Only limited summary data is available for this year.$5.83$0.00$5.83$1.02$0.64$0.38
2018Summary only. Only limited summary data is available for this year.$5.45$0.00$5.45$0.71$0.78$0.07
2017Summary only. Only limited summary data is available for this year.$5.52$0.00$5.52$0.56$0.51$0.06
2016Summary only. Only limited summary data is available for this year.$5.46$0.00$5.46$1.66$0.36$1.30
2015Summary only. Only limited summary data is available for this year.$4.16$0.00$0.27$0.26$0.02
2014Summary only. Only limited summary data is available for this year.$4.14$0.00$0.40$0.25$0.14
2013Summary only. Only limited summary data is available for this year.$4.00$0.00$0.62$0.24$0.38
2012Summary only. Only limited summary data is available for this year.$3.62$0.00$3.62$0.76$0.35$0.41
2011Summary only. Only limited summary data is available for this year.$3.21$0.00$3.21$0.63$0.54$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.0
Gross Receipts
$63,030
Mission and Program Overview

Mission

To promote the study of Botany through a newsletter (Chinquapin), Journal (Castanea), an annual conference meeting, and awards for botanical research

The mission of the Southern Appalachian Botanical Society is to promote the study of botany. This is achieved through various means including publishing a journal named "Castanea," a newsletter called "Chinquapin," hosting an annual conference, and providing awards for botanical research. The society focuses on the botany of the eastern United States, fostering both professional and public interest in plant biology

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$645,196$736,087▲ $90,891
Savings and Temporary Cash Investments$129,659$99,821▼ $29,838
Cash and Non-Interest-Bearing Accounts$6,560$7,312▲ $752
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$781,415$843,220▲ $61,805
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$645,196$736,087▲ $90,891
Net Assets Without Donor Restrictions$136,219$107,133▼ $29,086
Total Net Assets Fund Balance$781,415$843,220▲ $61,805
Total Liabilities and Net Assets / Fund Balance$781,415$843,220▲ $61,805

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$645,197$0▲ $24,174$0$669,371
2023$594,494$0→ $0$0$594,494
2022$0$0→ $0$0$0
2021$0$0→ $0$0$0
2020$0$0→ $0$0$0
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Jay BolinPast president
Ashley MorrisPresident
Chris RandleEditor of Castanea
Lytton MusselmenEditor of Chinquapin
Johnathan HortonMember at large
Kadrin AndersonMember at Large
Pamela PuppoMember at Large
Jessica Budkemembership coordinator
Mac AlfordRecording secretary
Jonathon OsborneStudent Representitve
Matt EstepTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,041
Program Service Revenue
$0
Investment Income
$24,174
Other Revenue
$27,815
All Other Contributions
$2,000
Change in Net Assets
$-2,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,065
Grants and Similar Amounts Paid$13,080
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$22,740$0$0$22,740
Office Expenses$14,953$0$0$14,953
Grants to Domestic Individuals$13,080--$13,080
Conferences and Meetings$7,778$0$0$7,778
Fees for Services Accounting$5,650$0$0$5,650
Fees for Service Investment Mgmnt Fees$944$0$0$944
Total Functional Expenses$65,145$0$0$65,145
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 6

“membership is open to the public”

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

“The board has an audit process that is executed each year to verify filing”

Form 990, Part VI, Section C, Line 19

“on our website”

Filing and Contact Details

Filer

Filer Name
Southern Appalachian Botanical Society
EIN
58-1876613
Phone
8282628058
Address
572 Rivers Street, Boone, NC 28608

Signing Officer

Name
Matt Estep
Title
Treasurer
Phone
8282628058
Signed
2025-09-04

Organization Details

Principal Officer
Ashley B Morris
Formed
1936
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11
Supplemental Narrative

Additional Explanations

Form 990, Part III

“unsure”

Form 990, Part III (Cont. 1)

“/”

Financial Statement Notes

Schedule D, Part V, Line 4

“To ensure the publication of the journal castanea and to provide grants to aspiring botanists”

Raw XML AppendixShowing 400 of 683 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/PersonNm0Ashley Morris
IRS990/Form990PartVIISectionAGrp/PersonNm1Jay Bolin
IRS990/Form990PartVIISectionAGrp/PersonNm2Matt Estep
IRS990/Form990PartVIISectionAGrp/PersonNm3Mac Alford
IRS990/Form990PartVIISectionAGrp/PersonNm4Jessica Budke
IRS990/Form990PartVIISectionAGrp/PersonNm5Chris Randle
IRS990/Form990PartVIISectionAGrp/PersonNm6Lytton Musselmen
IRS990/Form990PartVIISectionAGrp/PersonNm7Johnathan Horton
IRS990/Form990PartVIISectionAGrp/PersonNm8Pamela Puppo
IRS990/Form990PartVIISectionAGrp/PersonNm9Kadrin Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm10Jonathon Osborne
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past president
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Recording secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4membership coordinator
IRS990/Form990PartVIISectionAGrp/TitleTxt5Editor of Castanea
IRS990/Form990PartVIISectionAGrp/TitleTxt6Editor of Chinquapin
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member at large
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member at Large
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IRS990/MissionDesc0The mission of the Southern Appalachian Botanical Society is to promote the study of botany. This is achieved through various means including publishing a journal named "Castanea," a newsletter called "Chinquapin," hosting an annual conference, and providing awards for botanical research. The society focuses on the botany of the eastern United States, fostering both professional and public interest in plant biology
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IRS990/PrincipalOfficerNm0Ashley B Morris
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