Nonprofit · EIN 56-1424464
SOUTHERN GARDEN HISTORY SOCIETY
Tax-exempt · NEW ROADS, LA 70760
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990 | $212,893 | $140,003 | $72,890 | $303,071 | $593 | $302,478 |
| July 31, 2025 | 990 | $202,858 | $139,418 | $63,440 | $231,114 | $526 | $230,588 |
| July 31, 2024 | 990-EZ | $160,517 | $182,059 | -$21,542 | $167,148 | $0 | $167,148 |
Financial details: 990 for the year ended July 31, 2026
Revenue
- Contributions, gifts and grants
- $78,340
- Membership dues
- $51,990
- Program service revenue
- $117,875
- Investment income
- $16,678
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,000
- Compensation of officers, directors and key employees
- $13,490
- Salaries, compensation and benefits (total)
- $13,490
- Professional fundraising fees
- $0
- Program services (functional)
- $110,044
- Management and general (functional)
- $29,959
Balance sheet and other
- Total assets, start of year
- $230,114
- Total assets, end of year
- $303,071
- Total liabilities, end of year
- $593
- Net assets, end of year
- $302,478
- Publicly traded securities
- $125,740
- Net assets without donor restrictions
- $302,478
- Gross receipts
- $212,893
- Employees
- 0
- Volunteers
- 40
- Year formed
- 1982
- State of legal domicile
- NC
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aimee Moreau | Administrator Key employee | 10 | $13,490 |
| Susan Epstein | President Trustee or director, Officer | 10 | $0 |
| Thomas Baker | Vice-Pres Trustee or director, Officer | 10 | $0 |
| Adam Martin | Secretary Trustee or director, Officer | 10 | $0 |
| Steven Erickson | Treasurer Trustee or director, Officer | 10 | $0 |
| Derek Wade | Past President Trustee or director, Officer | 10 | $0 |
| Jeff Abt | Board member Trustee or director | 1 | $0 |
| Barbara Adkins | Board member Trustee or director | 1 | $0 |
| Leslie Bird | Board member Trustee or director | 1 | $0 |
| Frances Carter | Board member Trustee or director | 1 | $0 |
| Nate Dittman | Board member Trustee or director | 1 | $0 |
| Frank Foster | Board member Trustee or director | 1 | $0 |
| Greg Grant | Board memberer Trustee or director | 1 | $0 |
| Eric Jackson | Board member Trustee or director | 1 | $0 |
| Tim Smalley | Board member Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Justin Stelter | Board member Trustee or director | 1 | $0 |
| Tom Underwood | Board member Trustee or director | 1 | $0 |
990 for the year ended July 31, 2025: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aimee Moreau | Administrator Key employee | 10 | $12,390 |
| Derek Wade | President Trustee or director, Officer | 10 | $0 |
| Susan Epstein | Vice President Trustee or director, Officer | 10 | $0 |
| Duane Steven Erickson | Treasuer Trustee or director, Officer | 10 | $0 |
| Adam Martin | Secretary Trustee or director, Officer | 10 | $0 |
| Susan Haltom | Past President & Executive Committee Officer | 10 | $0 |
| Frances Carter | Board member Trustee or director | 1 | $0 |
| Barbara Adkins | Board member Trustee or director | 1 | $0 |
| Todd Lasseigne | Board member Trustee or director | 1 | $0 |
| Leslie Bird | Board member Trustee or director | 1 | $0 |
| Thomas Baker | Board member Trustee or director | 1 | $0 |
| Jessica Russell Hilton | Board member Trustee or director | 1 | $0 |
| Peggy Singlemann | Board member Trustee or director | 1 | $0 |
| Eric Jackson | Board member Trustee or director | 1 | $0 |
| Judy Perry | Board member Trustee or director | 1 | $0 |
| Jeff Abt | Board member Trustee or director | 1 | $0 |
| Tim Smalley | Board member Trustee or director | 1 | $0 |
| Carla Foster | Board member Trustee or director | 1 | $0 |
990-EZ for the year ended July 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Halton | ex officio & honorary board member | 1 | $0 |
| Barbara Adkins | Board member | 1 | $0 |
| Leslie Bird | Board member | 1 | $0 |
| Frances Carter | Board member | 1 | $0 |
| Todd Lassleigne | Board member | 1 | $0 |
| Carla Foster | Board member | 1 | $0 |
| Thomas Baker | Board member | 1 | $0 |
| Jessica Russell | Board member | 1 | $0 |
| Adam Martin | Board member | 1 | $0 |
| Gordon Chappell | Honorary board member | 1 | $0 |
| Eric Jackson | Board member | 1 | $0 |
| Peggy Singlemann | Board member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 631, NEW ROADS, LA 70760-0631
- In care of
- % OLD SALEM INC
- Principal officer (990 for 2025)
- Susan Epstein, 1299 Old Towne Road, Charleston, SC 29407
- Signed the 990
- Duane Erickson, Treasurer
- Phone
- (318) 421-9144
- Website
- www.southergardenhistory.org
Mission
SGHS is a group of enthusiasts and professionals that fosters and shares scholarly research about our historic gardens, cultural landscapes and horticultural history through educational programs and publications
Program accomplishments
- Organize and hold annual meeting which is open to all members. Approximately 185 attended the 2026 annual meetingExpenses $84,077 · revenue $122,875
- Publishing of three issues of Magnolia which is a publication of the SGHS which is distributed to all members and many horticultural organizations and institutions. It is also available on our website.Expenses $19,844
- Scholarships given to four students, and/or young professionals to assist them in their horticultural studies and pursuitsExpenses $4,000
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990 on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 56-1424464
- 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
- 1984
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $303,071
- Income (IRS master file)
- $212,893
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2026 | $212,893 | $140,003 | $303,071 | XML |
| 990 | July 2025 | $202,858 | $139,418 | $231,114 | IRS |
| 990-EZ | July 2024 | $160,517 | $182,059 | $167,148 | XML |
| 990-EZ | July 2023 | – | – | – | IRS |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | 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 56-1424464).
Questions about SOUTHERN GARDEN HISTORY SOCIETY
- What is the EIN of SOUTHERN GARDEN HISTORY SOCIETY?
- The employer identification number (EIN) of SOUTHERN GARDEN HISTORY SOCIETY is 56-1424464.
- Is SOUTHERN GARDEN HISTORY SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to SOUTHERN GARDEN HISTORY SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN GARDEN HISTORY SOCIETY 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 GARDEN HISTORY SOCIETY due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN GARDEN HISTORY SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2026.
- Who is the principal officer of SOUTHERN GARDEN HISTORY SOCIETY?
- The 990 for the year ended July 31, 2026 names Susan Epstein.
- Who are the officers and directors of SOUTHERN GARDEN HISTORY SOCIETY?
- The 990 for the year ended July 31, 2026 lists 17 people; 1 received compensation from the organization, the highest $13,490 (Aimee Moreau, Administrator).
- How much revenue does SOUTHERN GARDEN HISTORY SOCIETY have?
- On its 990 for the year ended July 31, 2026 it reported revenue of $212,893, expenses of $140,003 and total assets of $303,071 at year end.
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