Civic Intelligence

Historic Salisbury Foundation Inc.

990 • Fiscal year 2019 • EIN 23-7116467

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 01, 2020

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

(704) 636-0103

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$3,712,714

Down $5,012 (-0.1%) from 2018

Net Assets

Down

$3,677,751

Down $16,174 (-0.4%) from 2018

Liabilities

Up

$34,963

Up $11,162 (+47%) from 2018

Revenue And Expenses

Revenue

Down

$352,696

Down $22,792 (-6.1%) from 2018

Expenses

Up

$357,352

Up $27,785 (+8.4%) from 2018

Net Income

Down

-$4,656

Down $50,577 (-110%) from 2018

Historical Trend

Balance Sheet Trend

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 2019: $3,712,714Liabilities 2019: $34,963Net Assets 2019: $3,677,7512019Assets 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

2019

Assets$3,712,714
Liabilities$34,963
Net Assets$3,677,751
Open 2019 Filing

Operations Trend

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 2019: $352,696Expenses 2019: $357,352Net Income 2019: -$4,6562019Revenue 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

2019

Revenue$352,696
Expenses$357,352
Net Income-$4,656
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 1, 2020
Return Version
2018v3.2
Gross Receipts
$715,012
Mission and Program Overview

Mission

Local historic preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,063,526$1,955,641▼ $107,885
Inventories for Sale or Use$458,394$510,752▲ $52,358
Investments in Publicly Traded Securities$470,762$466,360▼ $4,402
Cash and Non-Interest-Bearing Accounts$164,277$244,932▲ $80,655
Other Notes and Loans Receivable, Net$118,164$76,259▼ $41,905
Accounts Receivable$10,875$20,254▲ $9,379
Total Assets$3,717,726$3,712,714▼ $5,012
Other Assets Total$431,728$438,516▲ $6,788
Liabilities
Accounts Payable and Accrued Expenses$10,594$34,963▲ $24,369
Mortgage Notes Payable Secured by Investment Property$13,207--
Total Liabilities$23,801$34,963▲ $11,162
Net Assets / Fund Balance
Unrestricted Net Assets$3,246,384$3,197,881▼ $48,503
Temporarily Rstr Net Assets$447,541$479,870▲ $32,329
Total Net Assets Fund Balance$3,693,925$3,677,751▼ $16,174
Total Liabilities and Net Assets / Fund Balance$3,717,726$3,712,714▼ $5,012

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,855,442$2,418,049$4,273,491
Equipment$26,060$59,442$85,502
Other Land Buildings$6,843$65,768$72,611
Land$67,296-$67,296
Other Assets Org$438,516--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen HobsonExecutive DiFT$41,538$41,538

Board Members and Trustees

NameTitle
Susan SidesPresident
Anne R LylesTrustee
Benjamin Bridges IiiTrustee
Cheryl CorrellTrustee
Clyde MickleTrustee
Darlene BallTrustee
Diane Dandro KeithTrustee
Dylan EllerbeeTrustee
Edward ClementTrustee
Jacquelyn JensonTrustee
Jj SumerellTrustee
Karen Lilly-bowyerTrustee
Michael YoungTrustee
Nancy ClementTrustee
Nancy StanbackTrustee
Pete PrunklTrustee
Randy ReamerTrustee
Sherry BeckTrustee
Whitney Wallace WilliamsTrustee
Mary WalkerSecretary
Diane HooperTreasurer
Steve CobbVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$118,191
Program Service Revenue
$57,102
Investment Income
$57,203
Other Revenue
$120,200
All Other Contributions
$118,191
Change in Net Assets
$-4,656

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Residential1$70,253
Securities Publicly Traded1$1,040
Total Noncash Contributions2$71,293

Audited Revenue Reconciliation

Revenue per Audited Statements
$352,696
Revenue Not Reported on Form 990
$43,628
Total Revenue per Audited Statements
$396,324
Total Revenue per Form 990
$352,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$311,346
Salaries, Compensation, and Employee Benefits$46,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$105,399$2,486-$107,885
Other Salaries and Wages-$31,550-$31,550
All Other Expenses$9,960$8,301-$18,261
Other Expenses$13,356$24,579-$13,356
Current Officers, Directors, Trustees, and Key Employees-$11,538-$11,538
Occupancy$8,344$3,191-$11,535
Fees for Service Investment Mgmnt Fees-$9,552-$9,552
Conferences and Meetings-$6,140-$6,140
Fees for Services Accounting-$5,008-$5,008
Office Expenses-$4,527-$4,527
Payroll Taxes-$2,918-$2,918
Insurance-$1,387-$1,387
Interest-$229-$229
Advertising$73--$73
Total Functional Expenses$245,946$111,406$0$357,352

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$412,498
Expenses per Audited Statements$357,352
Total Expenses per Form 990$357,352
Expenses Not Reported on Form 990$55,146
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$136,005
Fundraising Direct Expenses$56,063
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
October Tour$124,845$124,845$46,498$78,347
Other Fundraise$11,160$11,160$9,565$1,595
Total Events$136,005$136,005$56,063$79,942
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 Hooper
Title
Treasurer
Phone
7046360103
Signed
2020-08-01

Organization Details

Principal Officer
Susan Sides
Formed
1972
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
20
Employees
3
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, Page 1, Item B

“Sale of property held in revolving inventory was inadvertently omitted from the return as originally filed. Amending to correct.”

Form 990, Part XI, Line 9

“Rental expenses shown net of rental income on tr 55,146 rental expenses shown net of rental income on tr -55,146”

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, 2019, the organization retains 126 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 55,146”

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

“Rental expenses shown net of rental income on tr 55,146”

Raw XML AppendixShowing 400 of 594 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010594
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034963
IRS990/AccountsReceivableGrp/BOYAmt010875
IRS990/AccountsReceivableGrp/EOYAmt020254
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LOCAL HISTORIC PRESERVATION
IRS990/AdvertisingGrp/ProgramServicesAmt073
IRS990/AdvertisingGrp/TotalAmt073
IRS990/AllOtherContributionsAmt0118191
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08301
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09960
IRS990/AllOtherExpensesGrp/TotalAmt018261
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0DIANE HOOPER
IRS990/BooksInCareOfDetail/PhoneNum07046360103
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01314 OVERHILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALISBURY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028144
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0164277
IRS990/CashNonInterestBearingGrp/EOYAmt0244932
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011538
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011538
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06140
IRS990/ConferencesMeetingsGrp/TotalAmt06140
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0236044
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0118191
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt057203
IRS990/CYOtherExpensesAmt0311346
IRS990/CYOtherRevenueAmt0120200
IRS990/CYProgramServiceRevenueAmt057102
IRS990/CYRevenuesLessExpensesAmt0-4656
IRS990/CYSalariesCompEmpBnftPaidAmt046006
IRS990/CYTotalExpensesAmt0357352
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0352696
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02486
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0105399
IRS990/DepreciationDepletionGrp/TotalAmt0107885
IRS990/Desc0TOURS AND OTHER SPECIAL PROGRAMS WERE PROVIDED TO THE PUBLIC TO EDUCATE THEM OF THE HISTORICAL SIGNIFICANCE OF LOCAL SITES AND LANDMARKS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05008
IRS990/FeesForServicesAccountingGrp/TotalAmt05008
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09552
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09552
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN SIDES
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE COBB
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE HOOPER
IRS990/Form990PartVIISectionAGrp/PersonNm4DARLENE BALL
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERRY BECK
IRS990/Form990PartVIISectionAGrp/PersonNm6KAREN LILLY-BOWYER
IRS990/Form990PartVIISectionAGrp/PersonNm7BENJAMIN BRIDGES III
IRS990/Form990PartVIISectionAGrp/PersonNm8EDWARD CLEMENT
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY CLEMENT
IRS990/Form990PartVIISectionAGrp/PersonNm10CHERYL CORRELL
IRS990/Form990PartVIISectionAGrp/PersonNm11DYLAN ELLERBEE
IRS990/Form990PartVIISectionAGrp/PersonNm12JACQUELYN JENSON
IRS990/Form990PartVIISectionAGrp/PersonNm13DIANE DANDRO KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm14ANNE R LYLES
IRS990/Form990PartVIISectionAGrp/PersonNm15CLYDE MICKLE
IRS990/Form990PartVIISectionAGrp/PersonNm16PETE PRUNKL
IRS990/Form990PartVIISectionAGrp/PersonNm17RANDY REAMER
IRS990/Form990PartVIISectionAGrp/PersonNm18NANCY STANBACK
IRS990/Form990PartVIISectionAGrp/PersonNm19JJ SUMERELL
IRS990/Form990PartVIISectionAGrp/PersonNm20WHITNEY WALLACE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm21MICHAEL YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm22KAREN HOBSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2241538
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt056063
IRS990/FundraisingGrossIncomeAmt0136005
IRS990/GainOrLossGrp/OtherAmt028972
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt028972
IRS990/GrossReceiptsAmt0715012
IRS990/GrossRentsGrp/RealAmt078245
IRS990/GrossSalesOfInventoryAmt0137200
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01387
IRS990/InsuranceGrp/TotalAmt01387
IRS990/InterestGrp/ManagementAndGeneralAmt0229
IRS990/InterestGrp/TotalAmt0229
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0458394
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0510752
IRS990/InvestmentIncomeGrp/ExclusionAmt028231
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028231
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0470762
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0466360
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02543259
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02063526
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01955641
IRS990/LandBldgEquipCostOrOtherBssAmt04498900
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt070209
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LOCAL HISTORIC PRESERVATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt013207
IRS990/NetAssetsOrFundBalancesBOYAmt03693925
IRS990/NetAssetsOrFundBalancesEOYAmt03677751
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt028972
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028972
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt079942
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-98844
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-98844
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08036
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08036
IRS990/NetUnrlzdGainsLossesInvstAmt0-11518
IRS990/NoncashContributionsAmt071293
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03191
IRS990/OccupancyGrp/ProgramServicesAmt08344
IRS990/OccupancyGrp/TotalAmt011535
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04527
IRS990/OfficeExpensesGrp/TotalAmt04527
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0431728
IRS990/OtherAssetsTotalGrp/EOYAmt0438516
IRS990/OtherExpensesGrp/Desc0RESTORATIONS & MAINTENANC
IRS990/OtherExpensesGrp/Desc1PROPERTY MANAGEMENT
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/Desc3PROPERTY INSURANCE & TAXE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024579
IRS990/OtherExpensesGrp/ProgramServicesAmt080456
IRS990/OtherExpensesGrp/ProgramServicesAmt128358
IRS990/OtherExpensesGrp/ProgramServicesAmt213356
IRS990/OtherExpensesGrp/TotalAmt080456
IRS990/OtherExpensesGrp/TotalAmt128358
IRS990/OtherExpensesGrp/TotalAmt224579
IRS990/OtherExpensesGrp/TotalAmt313356
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1ROUNDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0131065
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0131065
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11
IRS990/OtherRevenueTotalAmt0131066
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt031550
IRS990/OtherSalariesAndWagesGrp/TotalAmt031550
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0118164
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt076259
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02918
IRS990/PayrollTaxesGrp/TotalAmt02918
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SUSAN SIDES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/Desc1GROUP TOURS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt055191
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055191
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11911
IRS990/ProgSrvcAccomActy2Grp/Desc0PURCHASE AND IMPROVEMENTS OF HISTORICAL PROPERTIES HELD FOR RESALE TO PUBLIC FOR RESTORATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012564
IRS990/ProgSrvcAccomActy3Grp/Desc0ONGOING RESTORATION AND PRESERVATION OF MUSEUMS AND SITES OWNED BY THE ORGANIZATION BECAUSE OF THEIR HISTORICAL VALUE AND SIGNIFICANCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0233382
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt078245
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0148304
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024611
IRS990/PYOtherExpensesAmt0234712
IRS990/PYOtherRevenueAmt0121925
IRS990/PYProgramServiceRevenueAmt080648
IRS990/PYRevenuesLessExpensesAmt045921
IRS990/PYSalariesCompEmpBnftPaidAmt094855
IRS990/PYTotalExpensesAmt0329567
IRS990/PYTotalRevenueAmt0375488
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-4656
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08036
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0118191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0148304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0206653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt095726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0634794
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0106476

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,712,714
Liabilities
$34,963
Net assets
$3,677,751
Revenue
$352,696
Expenses
$357,352
Net income
-$4,656
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
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.03$3.68$0.35$0.36$0.00
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