Civic Intelligence

Southern Heritage Foundation Inc

EIN 62-1350351 • 501(c)3 • Memphis, TN

Profile

SCHOLARSHIP DONATIONS

P O Box 2263Memphis, TN 38101

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

81st percentile

30%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

94th percentile

134%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$280,206

Up $101,194 (+57%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$280,206

Up $101,194 (+57%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$104,426

Up $85,836 (+462%) from 2024

Expenses

Down

$3,232

Down $2,005 (-38%) from 2024

Net Income

Up

$101,194

Up $87,841 (+658%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$300K$200K$100K$0Assets 2011: $295,949Liabilities 2011: $02011Assets 2012: $279,832Liabilities 2012: $02012Assets 2013: $185,274Liabilities 2013: $02013Assets 2014: $136,200Liabilities 2014: $02014Assets 2015: $131,807Liabilities 2015: $02015Assets 2016: $138,341Liabilities 2016: $02016Assets 2017: $99,696Liabilities 2017: $02017Assets 2018: $93,211Liabilities 2018: $02018Assets 2019: $93,859Liabilities 2019: $02019Assets 2020: $135,225Liabilities 2020: $02020Assets 2021: $135,200Net Assets 2021: $135,2002021Assets 2022: $153,609Net Assets 2022: $153,6092022Assets 2023: $165,659Net Assets 2023: $165,6592023Assets 2024: $179,012Net Assets 2024: $179,0122024Assets 2025: $280,206Net Assets 2025: $280,2062025

Highlighted filing

2025

Assets$280,206
Liabilities-
Net Assets$280,206
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $22,329Expenses 2011: $198,151Net Income 2011: -$175,8222011Revenue 2012: $72,178Expenses 2012: $88,295Net Income 2012: -$16,1172012Revenue 2013: $25,529Expenses 2013: $120,087Net Income 2013: -$94,5582013Revenue 2014: $62,184Expenses 2014: $111,258Net Income 2014: -$49,0742014Revenue 2015: $61,780Expenses 2015: $66,173Net Income 2015: -$4,3932015Revenue 2016: $70,512Expenses 2016: $63,978Net Income 2016: $6,5342016Revenue 2017: $37,071Expenses 2017: $75,716Net Income 2017: -$38,6452017Revenue 2018: $19,065Expenses 2018: $25,550Net Income 2018: -$6,4852018Revenue 2019: $17,981Expenses 2019: $17,333Net Income 2019: $6482019Revenue 2020: $52,092Expenses 2020: $10,726Net Income 2020: $41,3662020Revenue 2021: $7,364Expenses 2021: $7,389Net Income 2021: -$252021Revenue 2022: $19,108Expenses 2022: $500Net Income 2022: $18,6082022Revenue 2023: $19,115Expenses 2023: $7,065Net Income 2023: $12,0502023Revenue 2024: $18,590Expenses 2024: $5,237Net Income 2024: $13,3532024Revenue 2025: $104,426Expenses 2025: $3,232Net Income 2025: $101,1942025

Highlighted filing

2025

Revenue$104,426
Expenses$3,232
Net Income$101,194
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$280,206
Liabilities
-
Net assets
$280,206
Revenue
$104,426
Expenses
$3,232
Net income
$101,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.80$2.80$1.04$0.03$1.01
2024Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.19$0.05$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.19$0.07$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.19$0.01$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.07$0.07$0.00
2020Summary only. Only limited summary data is available for this year.$1.35$0.00$0.52$0.11$0.41
2019Summary only. Only limited summary data is available for this year.$0.94$0.00$0.18$0.17$0.01
2018Summary only. Only limited summary data is available for this year.$0.93$0.00$0.19$0.26$0.06
2017Summary only. Only limited summary data is available for this year.$1.00$0.00$0.37$0.76$0.39
2016Summary only. Only limited summary data is available for this year.$1.38$0.00$0.71$0.64$0.07
2015Summary only. Only limited summary data is available for this year.$1.32$0.00$0.62$0.66$0.04
2014Summary only. Only limited summary data is available for this year.$1.36$0.00$0.62$1.11$0.49
2013Summary only. Only limited summary data is available for this year.$1.85$0.00$0.26$1.20$0.95
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$0.72$0.88$0.16
2011Summary only. Only limited summary data is available for this year.$2.96$0.00$0.22$1.98$1.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 4, 2025
Return Version
2025v4.0
Gross Receipts
$104,426
Mission and Program Overview

Mission

SCHOLARSHIP DONATIONS

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS MADE TO BENEFIT SCHOOLS, COMMUNITY, AND STUDENTS$0$700
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLYDE ALLENPresident-$0--
SHARON R JEFFERSONSecretary/Treasurer-$0--
WILLIAM JONESBoard Chairman-$0--
JEFFRIE LEE AKINSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Southern Heritage Foundation Inc
EIN
62-1350351
Phone
9013986655
Address
P O BOX 2263, MEMPHIS, TN 38101

Signing Officer

Name
William Jones
Title
Board Chairman
Phone
9013986655
Signed
2025-02-04
Discuss with paid preparer
Yes

Preparer

Firm
JMT Financial & Tax Services LLC
Address
322 WALNUT TRACE DRIVE, CORDOVA, TN 38018
Preparer
Dominique Taylor
Phone
9015410706
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“INTEREST INCOME 280.”

Form 990EZ, Part I, Line 16

“Professional Fees 2285.”

Form 990EZ, Part I, Line 16

“Dues and Subscriptions 21.”

Form 990EZ, Part I, Line 16

“Postage and Delivery 226.”

Form 990EZ, Part I, Line 16

“Contributions 700.”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SOUTHERN HERITAGE FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09013986655
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 2263
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0381012263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0179012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0280206
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0104146
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0101194
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0179012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0280206
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0104426
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0179012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0280206
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0179012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0280206
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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/PersonNm0CLYDE ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARON R JEFFERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFFRIE LEE AKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03232
IRS990EZ/OtherRevenueTotalAmt0280
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP DONATIONS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS MADE TO BENEFIT SCHOOLS, COMMUNITY, AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0700
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03232
IRS990EZ/TotalProgramServiceExpensesAmt0700
IRS990EZ/TotalRevenueAmt0104426
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Foundation receives funds from the public and provides contributions to community organizations on a continuous basis
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 17a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0167475
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0258
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0848
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99500
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99090
IRS990ScheduleA/PublicSupportTotal170Amt0167475
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018901
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07211
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0167475
IRS990ScheduleA/TotalSupportAmt0168323
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Professional Fees 2285.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues and Subscriptions 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Postage and Delivery 226.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Contributions 700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum09013986655
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN HERITAGE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0621350351
ReturnHeader/Filer/PhoneNum09013986655
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2263
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883601683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JMT Financial & Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0322 WALNUT TRACE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORDOVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038018
ReturnHeader/PreparerPersonGrp/PhoneNum09015410706
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOMINIQUE TAYLOR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-04T19:35:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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