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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

The South Carolina Historical Society

Collecting, preserving, and publishing the state's history

four stars

90.78

100 Meeting Street Charleston, SC 29401
tel: (843) 723-3225   Web Site
EIN: 57-0323800

Board Leadership
Malinda Moore Coleman
President

CEO
Faye Jensen
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 90.78 four stars
  Financial 93.02 four stars
  Accountability & Transparency 89.00 three stars
This rating was published 03/01/2017 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

four stars

93.02

Accountability & Transparency

three stars

89.00

This rating was published 03/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
78.9%
  Administrative Expenses 14.1%
  Fundraising Expenses 6.9%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 7.50
  Program Expenses Growth 2.8%
  Liabilities to Assets 4.3%
All data for Financial Performance Metrics calculations was provided by The South Carolina Historical Society on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The South Carolina Historical Society on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The South Carolina Historical Society (SC) 90.78 four stars
Oregon Historical Society (OR) 92.12 four stars
Center for Jewish History (NY) 90.30 four stars
The New-York Historical Society (NY) 96.46 four stars
Minnesota Historical Society (MN) 90.17 four stars

Compare These Charities (Highly Rated)

In 1855 some of South Carolina's most distinguished citizens came together to record and preserve the past - for the sake of the future. Motivating them was the fear that if they did not act, South Carolina's rich historical legacy would be lost to future generations. They founded the South Carolina Historical Society, which today is the state's oldest and largest private repository of books, letters, journals, maps, drawings, and photographs about South Carolina history. The mandate of our founders remains our mission today: to collect information respecting every portion of our state, to preserve it, and when deemed advisable, to publish it. The Society's holdings are vast and grow constantly with the addition of materials from 200 years ago and from two weeks ago.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $184,764
   Federated Campaigns $0
   Membership Dues $205,434
   Fundraising Events $0
   Related Organizations $0
   Government Grants $1,500,000
Total Contributions $1,890,198
   Program Service Revenue $111,028
Total Primary Revenue $2,001,226
   Other Revenue $108,426
TOTAL REVENUE $2,109,652
   
EXPENSES  
   Program Expenses $641,692
   Administrative Expenses $154,783
   Fundraising Expenses $43,387
TOTAL FUNCTIONAL EXPENSES $839,862
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,269,790
   
Net Assets $8,856,801

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Maintaining of Collections $180,644 28.2%
Publishing $140,408 21.9%
Addlestone Library $73,820 11.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 03/01/2017 90.78 four stars
2015-12 12/01/2016 88.49 three stars
2014-12 06/01/2016 81.04 three stars
 
CN 2.0
2014-12 12/01/2015 81.33 three stars
2013-12 04/01/2015 80.95 three stars
2012-12 11/01/2013 90.26 four stars
2011-12 12/01/2012 77.37 two stars
2010-12 02/01/2012 79.21 two stars
2008-12 09/20/2011 85.08 three stars
 
CN 1.0
2008-12 05/01/2010 82.00 three stars
2007-12 11/01/2008 83.90 three stars
2006-12 08/01/2007 82.42 three stars
2005-12 07/01/2006 89.79 three stars
2004-12 01/01/2006 77.32 two stars
2003-12 08/01/2005 87.87 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 57-0323800
Name in IRS Master File SOUTH CAROLINA HISTORICAL SOCIETY
NTEE Code A82
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (62) Historical site, records or reenactment
(61) Library
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 1941
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$73,877 8.79% Faye Jenson Executive Director

In 1855 some of South Carolina's most distinguished citizens came together to record and preserve the past - for the sake of the future. Motivating them was the fear that if they did not act, South Carolina's rich historical legacy would be lost to future generations. They founded the South Carolina Historical Society, which today is the state's oldest and largest private repository of books, letters, journals, maps, drawings, and photographs about South Carolina history. The mandate of our founders remains our mission today: to collect information respecting every portion of our state, to preserve it, and when deemed advisable, to publish it. The Society's holdings are vast and grow constantly with the addition of materials from 200 years ago and from two weeks ago.

Highly Rated

Charity Name & State Overall Score Overall Rating
The South Carolina Historical Society (SC) 90.78 four stars
Atlanta History Center (GA) 87.14 three stars
The Explorers Club (NY) 85.50 three stars
Connecticut Historical Society (CT) 85.34 three stars
The New-York Historical Society (NY) 96.46 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

The South Carolina Historical Society
100 Meeting Street
Charleston, SC 29401
tel: (843) 723-3225
EIN: 57-0323800

Visit Web Site

Board Leadership

Malinda Moore Coleman
President

CEO

Faye Jensen
Executive Director

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