Civic Intelligence

Southern Historical Association

EIN 61-6030993 • 501(c)3 • Athens, GA

Profile

The promotion of interest and research in southern history, the collection and preservation of the south's historical records, and the encouragement of state and local historical societies in the south. As a secondary purpose the association fosters the teaching and study of all areas of history in the south.

Uga Dept Of HistoryAthens, GA 30602

www.thesha.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

54th percentile

6.5%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,579,293

Up $231,313 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,579,293

Up $231,313 (+17%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin54th percentile

Revenue

Down

$326,453

Down $123,492 (-27%) from 2023

Expenses

Down

$305,194

Down $122,380 (-29%) from 2023

Net Income

Down

$21,259

Down $1,112 (-5.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,264,268Liabilities 2010: $129,261Net Assets 2010: $1,135,0072010Assets 2011: $1,177,321Liabilities 2011: $128,410Net Assets 2011: $1,048,9112011Assets 2012: $1,243,460Liabilities 2012: $146,382Net Assets 2012: $1,097,0782012Assets 2013: $1,282,086Liabilities 2013: $102,078Net Assets 2013: $1,180,0082013Assets 2014: $1,226,615Liabilities 2014: $133,137Net Assets 2014: $1,093,4782014Assets 2015: $1,228,272Liabilities 2015: $156,179Net Assets 2015: $1,072,0932015Assets 2016: $1,203,922Liabilities 2016: $112,911Net Assets 2016: $1,091,0112016Assets 2017: $1,289,653Liabilities 2017: $150,023Net Assets 2017: $1,139,6302017Assets 2018: $1,163,577Liabilities 2018: $87,283Net Assets 2018: $1,076,2942018Assets 2019: $1,352,507Liabilities 2019: $142,212Net Assets 2019: $1,210,2952019Assets 2020: $1,234,128Liabilities 2020: $156,222Net Assets 2020: $1,077,9062020Assets 2021: $1,224,690Liabilities 2021: $177,182Net Assets 2021: $1,047,5082021Assets 2022: $895,900Liabilities 2022: $0Net Assets 2022: $895,9002022Assets 2023: $1,347,980Liabilities 2023: $0Net Assets 2023: $1,347,9802023Assets 2024: $1,579,293Liabilities 2024: $0Net Assets 2024: $1,579,2932024

Highlighted filing

2024

Assets$1,579,293
Liabilities$0
Net Assets$1,579,293
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $319,1902010Expenses 2011: $306,6552011Expenses 2012: $315,8862012Revenue 2013: $293,406Expenses 2013: $311,004Net Income 2013: -$17,5982013Revenue 2014: $211,709Expenses 2014: $306,939Net Income 2014: -$95,2302014Revenue 2015: $302,961Expenses 2015: $319,012Net Income 2015: -$16,0512015Revenue 2016: $314,807Expenses 2016: $335,517Net Income 2016: -$20,7102016Revenue 2017: $313,293Expenses 2017: $320,575Net Income 2017: -$7,2822017Revenue 2018: $324,446Expenses 2018: $284,132Net Income 2018: $40,3142018Revenue 2019: $303,513Expenses 2019: $361,626Net Income 2019: -$58,1132019Revenue 2020: $207,148Expenses 2020: $215,218Net Income 2020: -$8,0702020Revenue 2021: $206,487Expenses 2021: $236,885Net Income 2021: -$30,3982021Revenue 2022: $130,935Expenses 2022: $197,274Net Income 2022: -$66,3392022Revenue 2023: $449,945Expenses 2023: $427,574Net Income 2023: $22,3712023Revenue 2024: $326,453Expenses 2024: $305,194Net Income 2024: $21,2592024

Highlighted filing

2024

Revenue$326,453
Expenses$305,194
Net Income$21,259
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,579,293
Liabilities
$0
Net assets
$1,579,293
Revenue
$326,453
Expenses
$305,194
Net income
$21,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.33$0.31$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.45$0.43$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.13$0.20$0.07
2021Summary only. Only limited summary data is available for this year.$1.22$0.18$1.05$0.21$0.24$0.03
2020Summary only. Only limited summary data is available for this year.$1.23$0.16$1.08$0.21$0.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.14$1.21$0.30$0.36$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.09$1.08$0.32$0.28$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.15$1.14$0.31$0.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.11$1.09$0.31$0.34$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.16$1.07$0.30$0.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.13$1.09$0.21$0.31$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.10$1.18$0.29$0.31$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.15$1.10$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.13$1.05$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.13$1.14$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 22, 2026
Return Version
2024v5.0
Gross Receipts
$326,453
Mission and Program Overview

Mission

The promotion of interest and research in southern history, the collection and preservation of the south's historical records, and the encouragement of state and local historical societies in the south. As a secondary purpose the association fosters the teaching and study of all areas of history in the south.

Preservation of historical records and encouragment of state and local historical societies in the south. Secondary purpose is to educate on all areas of south.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,307,966$1,548,079▲ $240,113
Cash and Non-Interest-Bearing Accounts$39,009$30,209▼ $8,800
Land, Buildings, and Equipment, Net$1,005$1,005→ $0
Total Assets$1,347,980$1,579,293▲ $231,313
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,347,980$1,579,293▲ $231,313
Total Net Assets Fund Balance$1,347,980$1,579,293▲ $231,313
Total Liabilities and Net Assets / Fund Balance$1,347,980$1,579,293▲ $231,313
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Stephen BerryTreasurerPT$51,640$51,640

Board Members and Trustees

NameTitle
Laura EdwardsVice President
Tera HunterVice President
Caleb McdanielJournal Editor
Stephen BerrySecretary/trse
Revenue and Support

Revenue Composition

Contributions and Grants
$296,124
Program Service Revenue
$0
Investment Income
$30,329
Other Revenue
$0
All Other Contributions
$42,544
Change in Net Assets
$21,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,611
Salaries, Compensation, and Employee Benefits$77,813
Grants and Similar Amounts Paid$48,770
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$84,332--$84,332
Current Officers, Directors, Trustees, and Key Employees$51,640--$51,640
Grants to Domestic Individuals$48,770--$48,770
Office Expenses$28,116--$28,116
Other Salaries and Wages$14,593--$14,593
Payroll Taxes$11,580--$11,580
Other Expenses$6,484--$6,484
Fees for Services Accounting$2,450--$2,450
Travel$2,314--$2,314
Insurance$194--$194
Total Functional Expenses$305,194$0$0$305,194
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
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

Part VIII Line 1B

“Annual dues from members of the association.”

Filing and Contact Details

Filer

Filer Name
Southern Historical Associatio
EIN
61-6030993
Phone
7068505866
Address
UGA DEPT OF HISTORY, ATHENS, GA 30602

Signing Officer

Name
Stephen Berry
Title
President
Phone
7068505866
Signed
2026-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Berry
Voting Board Members
14
Independent Board Members
0
Employees
1

Preparer

Firm
Brown and McCook
Address
125 W Washington St, Athens, GA 30601
Preparer
Chad Brown
Phone
7068505866
Raw XML Appendix340 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/TitleTxt2VICE PRESIDENT
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0130935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0206487
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01320969
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL DUES FROM MEMBERS OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VIII LINE 1B
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0305194
IRS990/TotalGrossUBIAmt030329
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01347980
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IRS990/TotalReportableCompFromOrgAmt051640
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0326453
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt030329
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01347980
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01579293
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IRS990/TravelGrp/TotalAmt02314
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IRS990/TypeOfOrganizationAssocInd0X
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IRS990/USAddress/AddressLine1Txt0UGA HISTORY DEPT
IRS990/USAddress/CityNm0ATHENS
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IRS990/USAddress/ZIPCd030602
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07068505866
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN HISTORICAL ASSOCIATIO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0616030993
ReturnHeader/Filer/PhoneNum07068505866
ReturnHeader/Filer/USAddress/AddressLine1Txt0UGA DEPT OF HISTORY
ReturnHeader/Filer/USAddress/CityNm0ATHENS
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ReturnHeader/Filer/USAddress/ZIPCd030602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883010763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brown and McCook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 W Washington St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Athens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030601
ReturnHeader/PreparerPersonGrp/PhoneNum07068505866
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad Brown
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-27T14:01:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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