Civic Intelligence

Barton Historical and Genealogical Society

EIN 83-1807347 • 501(c)3 • Greenville, SC

Profile

To conduct genealogical research on the barton family; assemble, preserve and distribute this information; establish appropriate memorials; and to promote brotherhood, fellowship, and pride of family.

2814 Poinsett HwyGreenville, SC 29609-5711

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

35th percentile

-5.8%

Higher net margin than 35% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

47th percentile

-3.6%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

-0.3%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$78,906

Down $12,635 (-14%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$78,906

Down $12,635 (-14%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$51,110

Down $50,450 (-50%) from 2022

Expenses

Up

$54,089

Up $28,901 (+115%) from 2022

Net Income

Down

-$2,979

Down $79,351 (-104%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$100K$50K$0Assets 2021: $15,617Net Assets 2021: $15,6172021Assets 2022: $91,541Net Assets 2022: $91,5412022Assets 2025: $78,906Net Assets 2025: $78,9062025

Highlighted filing

2025

Assets$78,906
Liabilities-
Net Assets$78,906
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $17,180Expenses 2021: $25,823Net Income 2021: -$8,6432021Revenue 2022: $101,560Expenses 2022: $25,188Net Income 2022: $76,3722022Revenue 2025: $51,110Expenses 2025: $54,089Net Income 2025: -$2,9792025

Highlighted filing

2025

Revenue$51,110
Expenses$54,089
Net Income-$2,979
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$78,906
Liabilities
-
Net assets
$78,906
Revenue
$51,110
Expenses
$54,089
Net income
-$2,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.51$0.54$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.02$0.25$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.17$0.26$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 9, 2025
Return Version
2024v5.0
Gross Receipts
$51,110
Mission and Program Overview

Mission

To conduct genealogical research on the barton family; assemble, preserve and distribute this information; establish appropriate memorials; and to promote brotherhood, fellowship, and pride of family.

Program Services

DescriptionGrantsExpenses
TO CONDUCT GENEALOGICAL RESEARCH ON THE BARTON FAMILY; ASSEMBLE, PRESERVE AND DISTRIBUTE THIS INFORMATION; ESTABLISH APPROPRIATE MEMORIALS; AND TO PROMOTE BROTHERHOOD, FELLOWSHIP, AND PRIDE OF FAMILY.-$54,017
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY BARTONVice Preside-$0--
DEBORAH E LEETreasurer-$0--
KATHY BARTON GERWIGPresident &-$0--
Filing and Contact Details

Filer

Filer Name
Barton Historical and Genealogical
EIN
83-1807347
Phone
8649060506
Address
2814 POINSETT HWY, GREENVILLE, SC 29609-5711

Signing Officer

Name
Deborah E Lee
Title
Treasurer
Phone
8649060506
Signed
2025-02-09

Preparer

Firm
Highsmith & Highsmith LLC
Address
329 S MAIN ST, TRAVELERS REST, SC 29690
Preparer
J Todd Highsmith
Phone
8648343868
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses registration fees 52 contract services 53,385 supplies 268 other expenses 9 bank charges 20 total 53,734”

Form 990-ez, Part III

“To conduct genealogical research on the barton family; assemble, preserve and distribute this information; establish appropriate memorials; and to promote brotherhood, fellowship, and pride of family.”

Raw XML Appendix121 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/PersonNm0DEBORAH E LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum08649060506
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02814 POINSETT HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081885
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078906
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051110
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2979
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081885
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078906
IRS990EZ/GrossReceiptsAmt051110
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081885
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078906
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081885
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078906
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY BARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH E LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY BARTON GERWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT &
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053734
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CONDUCT GENEALOGICAL RESEARCH ON THE BARTON FAMILY; ASSEMBLE, PRESERVE AND DISTRIBUTE THIS INFORMATION; ESTABLISH APPROPRIATE MEMORIALS; AND TO PROMOTE BROTHERHOOD, FELLOWSHIP, AND PRIDE OF FAMILY.
IRS990EZ/PrintingPublicationsPostageAmt05
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO CONDUCT GENEALOGICAL RESEARCH ON THE BARTON FAMILY; ASSEMBLE, PRESERVE AND DISTRIBUTE THIS INFORMATION; ESTABLISH APPROPRIATE MEMORIALS; AND TO PROMOTE BROTHERHOOD, FELLOWSHIP, AND PRIDE OF FAMILY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054017
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054089
IRS990EZ/TotalProgramServiceExpensesAmt054017
IRS990EZ/TotalRevenueAmt051110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0222440
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0165
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0222440
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017110
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0222440
IRS990ScheduleA/TotalSupportAmt0222440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES REGISTRATION FEES 52 CONTRACT SERVICES 53,385 SUPPLIES 268 OTHER EXPENSES 9 BANK CHARGES 20 TOTAL 53,734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO CONDUCT GENEALOGICAL RESEARCH ON THE BARTON FAMILY; ASSEMBLE, PRESERVE AND DISTRIBUTE THIS INFORMATION; ESTABLISH APPROPRIATE MEMORIALS; AND TO PROMOTE BROTHERHOOD, FELLOWSHIP, AND PRIDE OF FAMILY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH E LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08649060506
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTON HISTORICAL AND GENEALOGICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0831807347
ReturnHeader/Filer/PhoneNum08649060506
ReturnHeader/Filer/USAddress/AddressLine1Txt02814 POINSETT HWY
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0296095711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453749626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HIGHSMITH & HIGHSMITH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0329 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRAVELERS REST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029690
ReturnHeader/PreparerPersonGrp/PhoneNum08648343868
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J TODD HIGHSMITH
ReturnHeader/ReturnTs02026-02-10T09:35:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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