Civic Intelligence

Historic Salisbury Foundation Inc.

990 • Fiscal year 2016 • EIN 23-7116467

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 25, 2017

Organization ProfileWWW.HISTORICSALISBURY.ORG
PO Box 4221Salisbury, NC 28145-4221

(704) 636-0103

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • NTEE A • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.27x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • NTEE A • $1M-$5M nonprofits • Source year 2016

Net Margin

28th percentile

-6.4%

Higher net margin than 28% of similar nonprofits.

2016 filings • NTEE A • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$54,001

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2016 filings • NTEE A • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.7%

Faster asset growth than 23% of similar nonprofits.

2016 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2014 to 2016

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$3,582,974

Down $358,997 (-9.1%) from 2014

Net Assets

Down

$3,474,048

Down $243,762 (-6.6%) from 2014

Liabilities

Down

$108,926

Down $115,235 (-51%) from 2014

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin28th percentile

Revenue

Up

$409,983

Up $158,933 (+63%) from 2014

Expenses

Down

$436,104

Down $11,691 (-2.6%) from 2014

Net Income

Up

-$26,121

Up $170,624 (+87%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $4,070,929Liabilities 2012: $282,759Net Assets 2012: $3,788,1702012Assets 2014: $3,941,971Liabilities 2014: $224,161Net Assets 2014: $3,717,8102014Assets 2016: $3,582,974Liabilities 2016: $108,926Net Assets 2016: $3,474,0482016Assets 2018: $3,717,726Liabilities 2018: $23,801Net Assets 2018: $3,693,9252018Assets 2019: $3,785,511Liabilities 2019: $34,963Net Assets 2019: $3,750,5482019Assets 2020: $3,575,822Liabilities 2020: $30,503Net Assets 2020: $3,545,3192020Assets 2021: $3,769,899Liabilities 2021: $26,133Net Assets 2021: $3,743,7662021Assets 2024: $3,851,839Liabilities 2024: $19,567Net Assets 2024: $3,832,2722024

Highlighted filing

2016

Assets$3,582,974
Liabilities$108,926
Net Assets$3,474,048
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $423,6822012Revenue 2014: $251,050Expenses 2014: $447,795Net Income 2014: -$196,7452014Revenue 2016: $409,983Expenses 2016: $436,104Net Income 2016: -$26,1212016Revenue 2018: $375,488Expenses 2018: $329,567Net Income 2018: $45,9212018Revenue 2019: $425,493Expenses 2019: $357,352Net Income 2019: $68,1412019Revenue 2020: $346,581Expenses 2020: $461,992Net Income 2020: -$115,4112020Revenue 2021: $442,473Expenses 2021: $367,806Net Income 2021: $74,6672021Revenue 2024: $331,706Expenses 2024: $419,338Net Income 2024: -$87,6322024

Highlighted filing

2016

Revenue$409,983
Expenses$436,104
Net Income-$26,121
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 25, 2017
Return Version
2015v3.0
Gross Receipts
$608,049
Mission and Program Overview

Mission

Local historic preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,280,068$2,194,940▼ $85,128
Investments in Publicly Traded Securities$430,237$398,901▼ $31,336
Inventories for Sale or Use$383,345$335,831▼ $47,514
Other Notes and Loans Receivable, Net$189,065$171,914▼ $17,151
Cash and Non-Interest-Bearing Accounts$72,185$105,206▲ $33,021
Accounts Receivable$6,392$14,633▲ $8,241
Total Assets$3,755,927$3,582,974▼ $172,953
Other Assets Total$394,635$361,549▼ $33,086
Liabilities
Mortgage Notes Payable Secured by Investment Property$184,373$97,214▼ $87,159
Accounts Payable and Accrued Expenses$12,177$11,712▼ $465
Total Liabilities$196,550$108,926▼ $87,624
Net Assets / Fund Balance
Unrestricted Net Assets$3,155,120$3,101,473▼ $53,647
Temporarily Rstr Net Assets$404,257$372,575▼ $31,682
Total Net Assets Fund Balance$3,559,377$3,474,048▼ $85,329
Total Liabilities and Net Assets / Fund Balance$3,755,927$3,582,974▼ $172,953

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,069,580$2,132,111$4,201,691
Equipment$50,010$28,712$78,722
Land$67,296-$67,296
Other Land Buildings$8,054$58,231$66,285
Other Assets Org$361,549--
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brian DavisExecutive DiFT$54,001$54,001

Board Members and Trustees

NameTitle
Susan SidesPresident
Anne R LylesTrustee
Cheryl CorrellTrustee
Doug BlackTrustee
Edward ClementTrustee
Kathi HillTrustee
Lynda ErranteTrustee
Mary WalkerTrustee
Nancy ClementTrustee
Pam MorrisTrustee
Randy ReamerTrustee
Reginald BrownTrustee
Seamus DonaldsonTrustee
Sherry BeckTrustee
Steve CobbTrustee
Whitney Wallace WilliamsTrustee
Karen HobsonExecutive Di
Joan RusherSecretary
Diane D HooperTreasurer/as
Don ConnerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$65,920
Program Service Revenue
$71,728
Investment Income
$23,434
Other Revenue
$248,901
All Other Contributions
$31,920
Change in Net Assets
$-26,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$409,983
Revenue Not Reported on Form 990
$-7,436
Total Revenue per Audited Statements
$402,547
Total Revenue per Form 990
$409,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$345,128
Salaries, Compensation, and Employee Benefits$90,976
Total Fundraising Expense$51,437
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$104,586$1,677-$106,263
Other Salaries and Wages-$41,600-$41,600
Current Officers, Directors, Trustees, and Key Employees-$35,691-$35,691
All Other Expenses$18,078$14,087$275$32,440
Other Expenses$41,735$20,402$51,162$20,402
Fees for Service Investment Mgmnt Fees-$9,004-$9,004
Other Employee Benefits-$8,000-$8,000
Interest-$6,023-$6,023
Payroll Taxes-$5,685-$5,685
Insurance-$4,471-$4,471
Fees for Services Accounting-$4,308-$4,308
Occupancy$174$3,431-$3,605
Total Functional Expenses$229,508$155,159$51,437$436,104

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$487,878
Expenses per Audited Statements$436,104
Total Expenses per Form 990$436,104
Expenses Not Reported on Form 990$51,774
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$117,868
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
October Tour$142,483$108,483-$108,483
Other Fundraise$9,385$9,385-$9,385
Total Events$151,868$117,868-$117,868
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Mr. Edward h. Clement mrs. Nancy h. Clement director director married”

Form 990, Page 6, Part VI, Line 11B

“The tax return is reviewed by the executive committee prior to filing, and is available for board member review.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are monitored on a day to day basis by management. Board conflicts are managed through the board indoctrination process, and continuously thereafter.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the executive director and all employees is determined by the organization's board of directors. The board uses all information available to it in the determination of appropriate salary levels, including salaries paid by other regional non-profit organizations, and maintains contemporaneous documentation and recordkeeping of its deliberations and decisions.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Historic Salisbury Foundation Inc
EIN
23-7116467
Phone
7046360103
Address
PO BOX 4221, SALISBURY, NC 28145-4221

Signing Officer

Name
Diane D Hooper
Title
Treasurer/assist Sec
Phone
7046360103
Signed
2017-01-25

Organization Details

Principal Officer
Karen Hobson
Formed
1972
Legal Domicile
Nc
Voting Board Members
19
Independent Board Members
17
Employees
2
Volunteers
350

Preparer

Firm
J Alan Rutherford CPA Pa
Address
225 N MAIN ST STE 302, SALISBURY, NC 28144
Preparer
J Alan Rutherford CPA
Phone
7046334060
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING 2 TOTAL 2”

Financial Statement Notes

Schedule D, Page 1, Part II, Line 9

“The organization retains restrictive covenants (conservation easements) when historic properties are sold. As of june 30, 2016, the organization retains 110 restrictive covenants. In accordance with fasb asc 958-360-45-5, the organization capitalizes applicable costs associated with inventoried properties. The value of restrictive covenants is not capitalized due to the lack of readily ascertainable values in a freely-traded market and the inability to segregate the covenant value apart from the underlying property.”

Schedule D, Page 4, Part XI, Line 2D

“Rental expenses shown net of rental income on tr 90,071 fundraising expenses shown net on fin stmt -51,437 loss on disposal of fixed assets 13,140”

Schedule D, Page 4, Part XII, Line 2D

“Rental expenses shown net of rental income on tr 90,071 fundraising expenses shown net on fin stmt -51,437 loss on disposal of fixed assets 13,140”

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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DI
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossReceiptsAmt0608049
IRS990/GrossRentsGrp/RealAmt0136525
IRS990/GrossSalesOfInventoryAmt0161000
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04471
IRS990/InsuranceGrp/TotalAmt04471
IRS990/InterestGrp/ManagementAndGeneralAmt06023
IRS990/InterestGrp/TotalAmt06023
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0383345
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0335831
IRS990/InvestmentIncomeGrp/ExclusionAmt014284
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014284
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0430237
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0398901
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IRS990/IRPDocumentW2GCnt00
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IRS990/LessRentalExpensesGrp/RealAmt090071
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0117868
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt066145
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt066145
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt046454
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt046454
IRS990/NetUnrlzdGainsLossesInvstAmt0-59210
IRS990/NoncashContributionsAmt0978
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03431
IRS990/OccupancyGrp/ProgramServicesAmt0174
IRS990/OccupancyGrp/TotalAmt03605
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0394635
IRS990/OtherAssetsTotalGrp/EOYAmt0361549
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08000
IRS990/OtherExpensesGrp/Desc0RESTORATIONS & MAINTENANC
IRS990/OtherExpensesGrp/Desc1DIRECT EXPENSES
IRS990/OtherExpensesGrp/Desc2PROPERTY MANAGEMENT
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt051162
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0780
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120402
IRS990/OtherExpensesGrp/ProgramServicesAmt064935
IRS990/OtherExpensesGrp/ProgramServicesAmt141735
IRS990/OtherExpensesGrp/TotalAmt065715
IRS990/OtherExpensesGrp/TotalAmt151162
IRS990/OtherExpensesGrp/TotalAmt241735
IRS990/OtherExpensesGrp/TotalAmt320402
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1ROUNDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018435
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-1
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-1
IRS990/OtherRevenueTotalAmt018434
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041600
IRS990/OtherSalariesAndWagesGrp/TotalAmt041600
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0189065
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0171914
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05685
IRS990/PayrollTaxesGrp/TotalAmt05685
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KAREN HOBSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/Desc1GROUP TOURS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt069748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt069748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11980
IRS990/ProgSrvcAccomActy2Grp/Desc0PURCHASE AND IMPROVEMENTS OF HISTORICAL PROPERTIES HELD FOR RESALE TO PUBLIC FOR RESTORATIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ONGOING RESTORATION AND PRESERVATION OF MUSEUMS AND SITES OWNED BY THE ORGANIZATION BECAUSE OF THEIR HISTORICAL VALUE AND SIGNIFICANCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0182708
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt069748
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt027477
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt068213
IRS990/PYOtherExpensesAmt0306643
IRS990/PYOtherRevenueAmt0153389
IRS990/PYProgramServiceRevenueAmt072825
IRS990/PYRevenuesLessExpensesAmt0-105907
IRS990/PYSalariesCompEmpBnftPaidAmt0121168
IRS990/PYTotalExpensesAmt0427811
IRS990/PYTotalRevenueAmt0321904
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IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-26121
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt046454
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0209033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0174557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0134996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0680232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0150809
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0160217
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012413
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0347735
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01713338
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66170
IRS990ScheduleA/PublicSupportPY170Pct00.77210
IRS990ScheduleA/PublicSupportTotal170Amt0680232
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095726

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,582,974
Liabilities
$108,926
Net assets
$3,474,048
Revenue
$409,983
Expenses
$436,104
Net income
-$26,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.02$3.83$0.33$0.42$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.03$3.74$0.44$0.37$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.03$3.55$0.35$0.46$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.03$3.75$0.43$0.36$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.02$3.69$0.38$0.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.58$0.11$3.47$0.41$0.44$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.94$0.22$3.72$0.25$0.45$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.28$3.79$0.42