Civic Intelligence

Bath County Historical Society Inc

EIN 23-7088239 • 501(c)3 • Warm Springs, VA

Profile

Historical Information

PO Box 212Warm Springs, VA 24484

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-43%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

-9.4%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$69,088

Down $23,881 (-26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$69,088

Down $23,881 (-26%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin15th percentile

Revenue

Up

$52,670

Up $15,585 (+42%) from 2021

Expenses

Up

$75,240

Up $41,742 (+125%) from 2021

Net Income

Down

-$22,570

Down $26,157 (-729%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $245,644Liabilities 2011: $0Net Assets 2011: $245,6442011Assets 2012: $249,932Liabilities 2012: $0Net Assets 2012: $249,9322012Assets 2013: $228,000Liabilities 2013: $0Net Assets 2013: $228,0002013Assets 2014: $203,723Liabilities 2014: $0Net Assets 2014: $203,7232014Assets 2015: $218,439Liabilities 2015: $0Net Assets 2015: $218,4392015Assets 2016: $209,879Liabilities 2016: $0Net Assets 2016: $209,8792016Assets 2017: $349,755Liabilities 2017: $0Net Assets 2017: $349,7552017Assets 2018: $137,923Liabilities 2018: $0Net Assets 2018: $137,9232018Assets 2019: $90,916Liabilities 2019: $0Net Assets 2019: $90,9162019Assets 2020: $84,538Liabilities 2020: $0Net Assets 2020: $84,5382020Assets 2021: $92,969Liabilities 2021: $0Net Assets 2021: $92,9692021Assets 2024: $69,088Liabilities 2024: $0Net Assets 2024: $69,0882024

Highlighted filing

2024

Assets$69,088
Liabilities$0
Net Assets$69,088
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $52,0142011Expenses 2012: $34,4122012Revenue 2013: $33,152Expenses 2013: $55,084Net Income 2013: -$21,9322013Revenue 2014: $32,696Expenses 2014: $56,973Net Income 2014: -$24,2772014Revenue 2015: $54,171Expenses 2015: $39,455Net Income 2015: $14,7162015Revenue 2016: $40,827Expenses 2016: $49,387Net Income 2016: -$8,5602016Revenue 2017: $47,080Expenses 2017: $55,794Net Income 2017: -$8,7142017Revenue 2018: $51,541Expenses 2018: $40,106Net Income 2018: $11,4352018Revenue 2019: $41,776Expenses 2019: $57,426Net Income 2019: -$15,6502019Revenue 2020: $38,553Expenses 2020: $53,988Net Income 2020: -$15,4352020Revenue 2021: $37,085Expenses 2021: $33,498Net Income 2021: $3,5872021Revenue 2024: $52,670Expenses 2024: $75,240Net Income 2024: -$22,5702024

Highlighted filing

2024

Revenue$52,670
Expenses$75,240
Net Income-$22,570
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,088
Liabilities
$0
Net assets
$69,088
Revenue
$52,670
Expenses
$75,240
Net income
-$22,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.53$0.75$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.37$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.39$0.54$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.42$0.57$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.52$0.40$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.47$0.56$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.41$0.49$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.54$0.39$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.33$0.57$0.24
2013Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.33$0.55$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.00$2.50$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Gross Receipts
$52,670
Mission and Program Overview

Mission

Historical Information

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$83,841$53,584▼ $30,257
Cash and Non-Interest-Bearing Accounts$4,765$15,504▲ $10,739
Total Assets$88,606$69,088▼ $19,518
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$88,606$69,088▼ $19,518
Total Net Assets Fund Balance$88,606$69,088▼ $19,518
Total Liabilities and Net Assets / Fund Balance$88,606$69,088▼ $19,518
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Richard ArmstrongPresident
Opal GazzolaVice-President
Annette KirbyDirector
Lori SkeensDirector
Martha MinetreeDirector
Perlista HenryDirector
Terry AmmonsDirector
Karen BuzzardResearcher
Richard ArmstrongResearcher
Sarah PaxtonResearcher
Jean Von SchillingSecretary
Sarah IrwinSecretary
Pamela WebbTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,670
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$47,670
Change in Net Assets
$-22,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$39,936
Other Expenses$35,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$15,308$15,307$0$30,615
Occupancy$5,225$5,225$0$10,450
Payroll Taxes$4,660$4,661$0$9,321
Depreciation Depletion$2,481$2,481$0$4,962
Information Technology$2,455$2,454$0$4,909
Insurance$2,374$2,374$0$4,748
Office Expenses$2,349$2,349$0$4,698
Conferences and Meetings$1,537$1,537$0$3,074
Other Expenses$54$53$0$107
Royalties$24$25$0$49
Total Functional Expenses$37,621$37,619$0$75,240
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Bath County Historical Society Inc
EIN
23-7088239
Phone
5408392543
Address
PO Box 212, Warm Springs, VA 24484

Signing Officer

Name
Richard Armstrong
Title
President
Phone
5408392543
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Armstrong
Formed
1959
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
25

Preparer

Firm
Schoppmeyer Financial
Address
207 NORTH COURT AVENUE, COVINGTON, VA 24426
Preparer
Lisa H Schoppmeyer
Phone
5409627970
Supplemental Narrative

Additional Explanations

Pt VI, Line 10B

“The BCHS has no local chapters”

Pt VI, Line 11B

“The board reviews the 990 at their board meetings”

Pt VI, Line 12C

“The board has a conflict of interest policy and”

Pt VI, Line 12C

“monitors it at the board meetings”

Pt VI, Line 15A

“The board reviews the salary for the employees”

Pt VI, Line 15A

“at the beginning of each year. The board talks about”

Pt VI, Line 15A

“job performance”

Pt VI, Line 15B

“The board reviews the salary for the employees”

Pt VI, Line 15B

“at the beginning of each year. Job performance”

Pt VI, Line 15B

“is discussed”

Other

“Part IX Line 9 The BCHS transferred money from savings & Paid out money on the building addition”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYSalariesCompEmpBnftPaidAmt035139
IRS990/PYTotalExpensesAmt079072
IRS990/PYTotalRevenueAmt048402
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22570
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt052670
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt025
IRS990/RoyaltiesGrp/ProgramServicesAmt024
IRS990/RoyaltiesGrp/TotalAmt049
IRS990/SavingsAndTempCashInvstGrp/BOYAmt083841
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt048402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0176699
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0176699
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038547
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0176699
IRS990ScheduleA/TotalSupportAmt0176710
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The BCHS has no local chapters
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board reviews the 990 at their board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board has a conflict of interest policy and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3monitors it at the board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board reviews the salary for the employees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5at the beginning of each year. The board talks about
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6job performance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The board reviews the salary for the employees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8at the beginning of each year. Job performance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9is discussed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Part IX Line 9 The BCHS transferred money from savings & Paid out money on the building addition
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt088606
IRS990/TotalAssetsEOYAmt069088
IRS990/TotalAssetsGrp/BOYAmt088606
IRS990/TotalAssetsGrp/EOYAmt069088
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt052670
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037619
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037621
IRS990/TotalFunctionalExpensesGrp/TotalAmt075240
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt069088
IRS990/TotalProgramServiceExpensesAmt037621
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052670
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt088606
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt069088
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 951
IRS990/USAddress/CityNm0Hot Springs
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024445
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Armstrong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05408392543
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bath County Historical Society Inc
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0237088239
ReturnHeader/Filer/PhoneNum05408392543
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 212

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