Nonprofit · EIN 61-6030993
SOUTHERN HISTORICAL ASSOCIATION
Tax-exempt (reinstated) · ATHENS, GA 30602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $426,944 | $364,927 | $62,017 | $1,640,305 | $0 | $1,640,305 |
| December 31, 2024 | 990 | $326,453 | $305,194 | $21,259 | $1,579,293 | $0 | $1,579,293 |
| December 31, 2023 | 990 | $449,945 | $427,574 | $22,371 | $1,347,980 | $0 | $1,347,980 |
| December 31, 2022 | 990 | $130,935 | $197,274 | -$66,339 | $895,900 | $0 | $895,900 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $247,357
- Membership dues
- $627
- Program service revenue
- $0
- Investment income
- $179,087
- Royalties
- $500
- Other revenue
- $500
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $51,640
- Salaries, compensation and benefits (total)
- $65,964
- Professional fundraising fees
- $0
- Accounting fees
- $1,120
- Travel
- $1,387
- Program services (functional)
- $182,982
- Management and general (functional)
- $173,045
- Fundraising (functional)
- $8,900
Balance sheet and other
- Total assets, start of year
- $1,579,293
- Total assets, end of year
- $1,640,305
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,640,305
- Publicly traded securities
- $1,618,837
- Net assets without donor restrictions
- $1,640,305
- Gross unrelated business income
- $179,087
- Gross receipts
- $426,944
- Employees
- 1
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BERRY | TREASURER Trustee or director, Officer | 5 | $51,640 |
| LAURA EDWARDS | PRESIDENT Officer | 1 | $0 |
| W CALEB MCDANIEL | EDITOR Officer | 1 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BERRY | TREASURER Trustee or director, Officer | 20 | $51,640 |
| STEPHEN BERRY | SECRETARY/TRSE Trustee or director, Officer | 20 | $0 |
| TERA HUNTER | VICE PRESIDENT Officer | 1 | $0 |
| LAURA EDWARDS | VICE PRESIDENT Officer | 1 | $0 |
| CALEB MCDANIEL | JOURNAL EDITOR Officer | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BERRY | TREASURER Officer | 20 | $38,727 |
| STEPHEN BERRY | SECRETARY/TRSE Trustee or director, Officer | 20 | $0 |
| TERA HUNTER | VICE PRESIDENT Officer | 1 | $0 |
| LAURA EDWARDS | VICE PRESIDENT Officer | 1 | $0 |
| CALEB MCDANIEL | JOURNAL EDITOR Officer | 1 | $0 |
990 for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BERRY | SECRETARY/TRSE Trustee or director, Officer | 20 | $0 |
| JOHN B BOLES | PAST PRESIDENT Trustee or director | 1 | $0 |
| JANE TURNER CE | PAST PRESIDENT Trustee or director | 1 | $0 |
| THAVOLIA GLYMP | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| RANDAL L HALL | EDITOR Trustee or director, Officer | 1 | $0 |
| WILLIAM A LINK | PRESIDENT Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- UGA DEPT OF HISTORY, ATHENS, GA 30602-0001
- In care of
- % SOUTHERN HISTORICAL ASSOC
- Principal officer (990 for 2025)
- STEPHEN BERRY, 175 SPRUCE VALLEY RD, ATHENS, GA 30605
- Signed the 990
- STEPHEN BERRY, TREASURER
- Phone
- (706) 850-5866
- Return prepared by
- BROWN & MCCOOK
Mission
THE PROMOTIONS OF INTEREST AND RESEARCH IN SOUTHER HISTORY. THE COLLECTION AND PRESERVATION OF THE SOUTHS HISTORICAL RECORDS, AND THE ENCOURAGMENT OF STATE AND LOCAL HISTORICAL SOCIETES IN THE SOUTH.
Program accomplishments
- JOURNAL PRINTING EXPENSES AND MEMBERSHIP INCOME.Expenses $182,982 · revenue $202,657
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 61-6030993
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82)
- Assets (IRS master file)
- $1,640,305
- Income (IRS master file)
- $426,944
Revocation and reinstatement
- Exemption revoked
- May 15, 2023
- Posted by the IRS
- February 12, 2024
- Reinstated
- Effective May 15, 2023
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $426,944 | $364,927 | $1,640,305 | XML |
| 990 | December 2024 | $326,453 | $305,194 | $1,579,293 | XML |
| 990 | December 2023 | $449,945 | $427,574 | $1,347,980 | XML |
| 990 | December 2022 | $130,935 | $197,274 | $895,900 | XML |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6030993).
Questions about SOUTHERN HISTORICAL ASSOCIATION
- What is the EIN of SOUTHERN HISTORICAL ASSOCIATION?
- The employer identification number (EIN) of SOUTHERN HISTORICAL ASSOCIATION is 61-6030993.
- Is SOUTHERN HISTORICAL ASSOCIATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2023 and reinstated it effective May 15, 2023.
- Are donations to SOUTHERN HISTORICAL ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN HISTORICAL ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN HISTORICAL ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN HISTORICAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOUTHERN HISTORICAL ASSOCIATION?
- The 990 for the year ended December 31, 2025 names STEPHEN BERRY.
- Who are the officers and directors of SOUTHERN HISTORICAL ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $51,640 (STEPHEN BERRY, TREASURER).
- How much revenue does SOUTHERN HISTORICAL ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $426,944, expenses of $364,927 and total assets of $1,640,305 at year end.
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