Civic Intelligence

Barton Historical and Genealogical Society

990EZ • Fiscal year 2023 • EIN 83-1807347

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 17, 2024

Organization ProfileN/A
2814 Poinsett HwyGreenville, SC 29609-5711

(864) 906-0506

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$77,301

Down $14,240 (-16%) from 2022

Net Assets

Down

$77,301

Down $14,240 (-16%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$1,460

Down $100,100 (-99%) from 2022

Expenses

Down

$15,700

Down $9,488 (-38%) from 2022

Net Income

Down

-$14,240

Down $90,612 (-119%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2021: $15,617Net Assets 2021: $15,6172021Assets 2022: $91,541Net Assets 2022: $91,5412022Assets 2023: $77,301Net Assets 2023: $77,3012023Assets 2025: $78,906Net Assets 2025: $78,9062025

Highlighted filing

2023

Assets$77,301
Liabilities-
Net Assets$77,301
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 2023: $1,460Expenses 2023: $15,700Net Income 2023: -$14,2402023Revenue 2025: $51,110Expenses 2025: $54,089Net Income 2025: -$2,9792025

Highlighted filing

2023

Revenue$1,460
Expenses$15,700
Net Income-$14,240
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 17, 2024
Return Version
2022v5.0
Gross Receipts
$1,460
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.-$15,648
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY BARTONVice Preside-$0--
DEBORAH E LEETreasurer-$0--
KATHY BARTON GERWIGPresident-$0--
GARY BARTONDirector-$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
2024-01-17

Preparer

Firm
Highsmith & Highsmith LLC
Address
329 S MAIN STREET, TRAVELERS REST, SC 29690-1815
Preparer
J Todd Highsmith
Phone
8648343868
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses registration fees 52 contract services 14,388 supplies 54 other 200 facilities and equipment 562 total 15,256”

Form 990-ez, Part I, Line 20

“OTHER 0”

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 Appendix128 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/PhoneNum08649060506
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091541
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY BARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH E LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY BARTON GERWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY BARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015256
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/PrintingPublicationsPostageAmt094
IRS990EZ/ProgramServiceRevenueAmt020
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/ProgramServiceExpensesAmt015648
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015700
IRS990EZ/TotalProgramServiceExpensesAmt015648
IRS990EZ/TotalRevenueAmt01460
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0101560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt068956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0189066
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt090
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0189066
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01440
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt068956
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0189066
IRS990ScheduleA/TotalSupportAmt0189066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES REGISTRATION FEES 52 CONTRACT SERVICES 14,388 SUPPLIES 54 OTHER 200 FACILITIES AND EQUIPMENT 562 TOTAL 15,256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08649060506
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-17
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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 STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRAVELERS REST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296901815
ReturnHeader/PreparerPersonGrp/PhoneNum08648343868
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J TODD HIGHSMITH
ReturnHeader/ReturnTs02024-01-26T14:44:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBORAH E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,301
Liabilities
-
Net assets
$77,301
Revenue
$1,460
Expenses
$15,700
Net income
-$14,240
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
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.01$0.16$0.14
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