Civic Intelligence

American Heritage Association

EIN 83-0765747 • 501(c)4 • Charleston, SC

990-N Coverage

Profile

1. To advocate for policies which both protect historical monuments and properly present american history. 2. To advocate for the teaching of american history in public schools. 3. To educate the public through living history events. 4. To preserve current and erect new historical monuments and markers.

1638 Canty LaneCharleston, SC 29407

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

63rd percentile

9.0%

Higher net margin than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$8,804

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$8,804

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

$68,835

No earlier filing loaded for comparison.

Expenses

$62,639

No earlier filing loaded for comparison.

Net Income

$6,196

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10K$5.0K$0Assets 2022: $8,804Net Assets 2022: $8,8042022

Highlighted filing

2022

Assets$8,804
Liabilities-
Net Assets$8,804
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2022: $68,835Expenses 2022: $62,639Net Income 2022: $6,1962022

Highlighted filing

2022

Revenue$68,835
Expenses$62,639
Net Income$6,196
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,804
Liabilities
-
Net assets
$8,804
Revenue
$68,835
Expenses
$62,639
Net income
$6,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$8.80$8.80$68.8$62.6$6.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$68,835
Mission and Program Overview

Mission

1. To advocate for policies which both protect historical monuments and properly present american history. 2. To advocate for the teaching of american history in public schools. 3. To educate the public through living history events. 4. To preserve current and erect new historical monuments and markers.

Program Services

DescriptionGrantsExpenses
AMERICAN HISTORY PRESERVATION AND EDUCATION.-$60,047
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRETT BARRYPresident-$0--
CLIFF ROBERTSTreasurer-$0--
MYRON HARRINGTONSecretary-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$14,212
Total Nondeductible Lobbying and Political Cost$14,212
Filing and Contact Details

Filer

Filer Name
American Heritage Association
EIN
83-0765747
Address
1638 CANTY LANE, CHARLESTON, SC 29407

Signing Officer

Name
Brett Barry
Title
President
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin & Associates LLC
Address
210 WINGO WAY STE 202, MOUNT PLEASANT, SC 29464-1819
Preparer
Robert M Baldwin Cpapfs
Phone
8437220785
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 6,288 113 1,895 fundraiser 5,645 bank fee 58 misc 66 political 425 process fee 195 sc ethics 104 sc filing 60 sc sec of state 50 supplies 133 total 15,032”

Form 990-ez, Part III

“1. To advocate for policies which both protect historical monuments and properly present american history. 2. To advocate for the teaching of american history in public schools. 3. To educate the public through living history events. 4. To preserve current and erect new historical monuments and markers.”

Raw XML Appendix103 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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IRS990EZ/BooksInCareOfDetail/PhoneNum05625227427
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01638 CANTY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029407
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068835
IRS990EZ/DirectIndirectPltclExpendAmt02277
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IRS990EZ/ExcessOrDeficitForYearAmt06196
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt047590
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IRS990EZ/GrossReceiptsAmt068835
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02608
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015032
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt01. TO ADVOCATE FOR POLICIES WHICH BOTH PROTECT HISTORICAL MONUMENTS AND PROPERLY PRESENT AMERICAN HISTORY. 2. TO ADVOCATE FOR THE TEACHING OF AMERICAN HISTORY IN PUBLIC SCHOOLS. 3. TO EDUCATE THE PUBLIC THROUGH LIVING HISTORY EVENTS. 4. TO PRESERVE CURRENT AND ERECT NEW HISTORICAL MONUMENTS AND MARKERS.
IRS990EZ/PrintingPublicationsPostageAmt017
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AMERICAN HISTORY PRESERVATION AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060047
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062639
IRS990EZ/TotalProgramServiceExpensesAmt060047
IRS990EZ/TotalRevenueAmt068835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AggregateReportedDuesNtcAmt014212
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt068385
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt014212
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt014212
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 6,288 113 1,895 FUNDRAISER 5,645 BANK FEE 58 MISC 66 POLITICAL 425 PROCESS FEE 195 SC ETHICS 104 SC FILING 60 SC SEC OF STATE 50 SUPPLIES 133 TOTAL 15,032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11. TO ADVOCATE FOR POLICIES WHICH BOTH PROTECT HISTORICAL MONUMENTS AND PROPERLY PRESENT AMERICAN HISTORY. 2. TO ADVOCATE FOR THE TEACHING OF AMERICAN HISTORY IN PUBLIC SCHOOLS. 3. TO EDUCATE THE PUBLIC THROUGH LIVING HISTORY EVENTS. 4. TO PRESERVE CURRENT AND ERECT NEW HISTORICAL MONUMENTS AND MARKERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRETT BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0830765747
ReturnHeader/Filer/USAddress/AddressLine1Txt01638 CANTY LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029407
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200578690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALDWIN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 WINGO WAY STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294641819
ReturnHeader/PreparerPersonGrp/PhoneNum08437220785
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M BALDWIN CPAPFS
ReturnHeader/ReturnTs02023-05-15T14:54:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRETT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARRY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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