SONS OF CONFEDERATE VETERANS INC (EIN 611522953) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

ADAM SOUTHERN

Tax Period

2023-08-01 to 2024-07-31

SONS OF CONFEDERATE VETERANS INC, founded in 1986, is a community nonprofit in the Public & Societal Benefit sector that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $515K, a strong 22% operating margin.

Mission

TO PROVIDE DEFENSE, PROMOTION, AND EDUCATION OF THE HISTORY OF THE PERIOD BETWEEN 1861-1865

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,553,016

Program Service Revenue $62,230

Investment Income $460,733

Other Revenue $261,021

TOTAL REVENUE $2,337,000

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $394,658

Fundraising Expenses $0

Program Expenses $1,524,952

Other Expenses $1,423,896

TOTAL EXPENSES $1,821,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,337,000	$1,636,038	+0.4%
Expenses	$1,821,554	$1,722,484	+0.1%
Net Income	$515,446	$-86,446	-7.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON BOSHERS	PAST CIC	4.00	Officer	$0	$0	$0
JAMIE GRAHAM	ARMY OF NORTHERN VA COMMANDER	4.00	Officer	$0	$0	$0
THOMAS HITER	CHAPLAIN IN CHIEF	4.00	Officer	$0	$0	$0
PAUL GRAHAM	CHIEF OF HERITAGE OPERATIONS	4.00	Officer	$0	$0	$0
JOHN MCCAMMON	ARMY OF TRANS-MS COMMANDER	4.00	Officer	$0	$0	$0
CHARLES MCMICHAEL	ARMY OF TRANS-MS COUNCILMAN	4.00	Officer	$0	$0	$0
RANDALL BURBAGE	ARMY OF NORTHERN VA COUNCILMA	4.00	Officer	$0	$0	$0
ROY HUDSON	ARMY OF TN COUNCILMAN	4.00	Officer	$0	$0	$0
SCOTT HALL	JUDGE ADVOCATE	4.00	Officer	$0	$0	$0
PAUL GRAMLING	PAST CIC	4.00	Officer	$0	$0	$0
LARRY MCCLUNEY	PAST CIC	4.00	Officer	$0	$0	$0
ADAM SOUTHERN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
WALTER KENNEDY	COMMANDER IN CHIEF	8.00	Officer	$0	$0	$0
JC HANNA	CHIEF OF STAFF	4.00	Officer	$0	$0	$0
ANTHONY GRIFFIN	LT COMMANDER IN CHIEF	4.00	Officer	$0	$0	$0
JAMES HILL	ADJUTANT IN CHIEF	4.00	Officer	$0	$0	$0
CARL JONES	ARMY OF TENNESSEE COMMANDER	4.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,341,091	$1,821,778	$16,136,531	$519,313
2024	$2,337,000	$1,821,554	$16,105,370	$515,446
2023	$1,636,038	$1,722,484	$16,805,816	$-86,446
2023	$2,045,605	$1,864,826	$14,390,122	$180,779
2022	$1,853,426	$1,785,027	$16,592,444	$68,399
2021	$2,425,147	$1,841,749	$17,474,113	$583,398
2020	$1,909,993	$1,259,642	$16,903,891	$650,351
2019	$1,808,286	$1,505,618	$13,092,823	$302,668
2018	$2,265,643	$1,457,801	$11,030,638	$807,842

SONS OF CONFEDERATE VETERANS INC