Civic Intelligence

United Daughters of the Confederacy

990EZ • Fiscal year 2015 • EIN 74-3086873

Sep 01, 2014 to Aug 31, 2015 • Filed on Nov 24, 2015

Organization ProfileN/A
131 Sunset Hills DriveAnderson, SC 29626

(864) 224-2642

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

2.4%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-4.6%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$253,740

Up $5,983 (+2.4%) from 2014

Net Assets

$253,740

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$51,486

Down $2,458 (-4.6%) from 2014

Expenses

Down

$45,120

Down $7,390 (-14%) from 2014

Net Income

Up

$6,366

Up $4,932 (+344%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2014: $247,757Liabilities 2014: $02014Assets 2015: $253,740Net Assets 2015: $253,7402015Assets 2016: $276,565Liabilities 2016: $0Net Assets 2016: $276,5652016Assets 2017: $279,977Liabilities 2017: $0Net Assets 2017: $279,9772017Assets 2018: $285,354Liabilities 2018: $0Net Assets 2018: $285,3542018Assets 2019: $289,614Net Assets 2019: $289,6142019Assets 2020: $292,068Net Assets 2020: $292,0682020Assets 2021: $279,984Net Assets 2021: $279,9842021Assets 2023: $297,014Net Assets 2023: $297,0142023Assets 2024: $300,402Liabilities 2024: $02024Assets 2025: $303,645Net Assets 2025: $303,6452025

Highlighted filing

2015

Assets$253,740
Liabilities-
Net Assets$253,740
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2014: $53,944Expenses 2014: $52,510Net Income 2014: $1,4342014Revenue 2015: $51,486Expenses 2015: $45,120Net Income 2015: $6,3662015Revenue 2016: $69,697Expenses 2016: $46,872Net Income 2016: $22,8252016Revenue 2017: $70,311Expenses 2017: $66,859Net Income 2017: $3,4522017Revenue 2018: $66,403Expenses 2018: $61,026Net Income 2018: $5,3772018Revenue 2019: $63,379Expenses 2019: $59,119Net Income 2019: $4,2602019Revenue 2020: $57,482Expenses 2020: $55,028Net Income 2020: $2,4542020Revenue 2021: $69,651Expenses 2021: $81,735Net Income 2021: -$12,0842021Revenue 2023: $48,990Expenses 2023: $65,402Net Income 2023: -$16,4122023Revenue 2024: $48,650Expenses 2024: $45,261Net Income 2024: $3,3892024Revenue 2025: $49,097Expenses 2025: $45,854Net Income 2025: $3,2432025

Highlighted filing

2015

Revenue$51,486
Expenses$45,120
Net Income$6,366
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Nov 24, 2015
Return Version
2014v5.0
Gross Receipts
$52,987
Mission and Program Overview

Mission

Historical education and memorials

Historical, educational, benevolent, memorial and patriotic

Program Services

DescriptionGrantsExpenses
MARTIN GUARD FLAG RESTORATION-$3,140
SCHOLARSHIPS-$2,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN SHUGARTPresidentPT$0--
JUANITA KEISLERVice PresidePT$0--
DARLENE DOWDYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
United Daughters of the Confederacy
EIN
74-3086873
Phone
8642242642
Address
131 SUNSET HILLS DRIVE, ANDERSON, SC 29626

Signing Officer

Name
Darlene Dowdy
Title
Treasurer
Phone
8642242642
Signed
2015-11-24
Discuss with paid preparer
Yes

Preparer

Firm
PG PALMER & COMPANY CPA'S LLP
Address
144 GARRETT ST STE A, SUMTER, SC 29150-3846
Preparer
Ronald I Hendrix
Phone
8039341206
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 198 total 198”

Form 990-ez, Part I, Line 16

“Expenses advertising 485 bank service charge 20 supplies 427 treasurer's surety bond 100 website expense 143 total 1,175”

Form 990-ez, Part I, Line 20

“Prior period correction -383”

Raw XML Appendix153 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/PersonNm0DARLENE DOWDY
IRS990EZ/BooksInCareOfDetail/PhoneNum08642242642
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0131 SUNSET HILLS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANDERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0247757
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0253740
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05224
IRS990EZ/CostOfGoodsSoldAmt01501
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06366
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0247757
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0253740
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-256
IRS990EZ/GrossReceiptsAmt052987
IRS990EZ/GrossSalesOfInventoryAmt01245
IRS990EZ/GroupExemptionNum00882
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01909
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031779
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0247757
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0253740
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0247757
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0253740
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN SHUGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUANITA KEISLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARLENE DOWDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-383
IRS990EZ/OtherExpensesTotalAmt01175
IRS990EZ/OtherRevenueTotalAmt0198
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL, EDUCATIONAL, BENEVOLENT, MEMORIAL AND PATRIOTIC
IRS990EZ/PrintingPublicationsPostageAmt03325
IRS990EZ/ProgramServiceRevenueAmt012632
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MARTIN GUARD FLAG RESTORATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03140
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt035695
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045120
IRS990EZ/TotalProgramServiceExpensesAmt05640
IRS990EZ/TotalRevenueAmt051486
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065974
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt067526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0245683
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01909
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0493
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0671
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01682
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01579
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045854
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045854
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01909
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0493
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0671
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01682
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06334
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97870
IRS990ScheduleA/PublicSupportTotal509Amt0291537
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055188
IRS990ScheduleA/Total509Grp/TotalAmt0291537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056767
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0297871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 198 TOTAL 198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 485 BANK SERVICE CHARGE 20 SUPPLIES 427 TREASURER'S SURETY BOND 100 WEBSITE EXPENSE 143 TOTAL 1,175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD CORRECTION -383
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARLENE DOWDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08642242642
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED DAUGHTERS OF THE CONFEDERACY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SC DIVISION
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0743086873
ReturnHeader/Filer/PhoneNum08642242642
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 SUNSET HILLS DRIVE
ReturnHeader/Filer/USAddress/CityNm0ANDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571073365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PG PALMER & COMPANY CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0144 GARRETT ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUMTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0291503846
ReturnHeader/PreparerPersonGrp/PhoneNum08039341206
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD I HENDRIX
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-12-11T11:53:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,740
Liabilities
-
Net assets
$253,740
Revenue
$51,486
Expenses
$45,120
Net income
$6,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.04$3.04$0.49$0.46$0.03
2024Summary only. Only limited summary data is available for this year.$3.00$0.00$0.49$0.45$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.97$2.97$0.49$0.65$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.80$2.80$0.70$0.82$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$2.92$0.57$0.55$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.90$2.90$0.63$0.59$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.66$0.61$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.70$0.67$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.70$0.47$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.54$2.54$0.51$0.45$0.06
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.54$0.53$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits