Civic Intelligence

Preservation Chapel Hill

990 • Fiscal year 2017 • EIN 23-7218278

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization ProfileWWW.PRESERVATIONCHAPELHILL.ORG
610 E Rosemary StChapel Hill, NC 27514

(919) 929-3233

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$807,807

Up $85,952 (+12%) from 2016

Net Assets

Up

$799,883

Up $85,340 (+12%) from 2016

Liabilities

Up

$7,924

Up $612 (+8.4%) from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin91st percentile

Revenue

Up

$174,095

Up $34,675 (+25%) from 2016

Expenses

Down

$88,756

Down $65,139 (-42%) from 2016

Net Income

Up

$85,339

Up $99,814 (+690%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $813,882Liabilities 2013: $9,373Net Assets 2013: $804,5092013Assets 2016: $721,855Liabilities 2016: $7,312Net Assets 2016: $714,5432016Assets 2017: $807,807Liabilities 2017: $7,924Net Assets 2017: $799,8832017Assets 2019: $831,088Liabilities 2019: $812Net Assets 2019: $830,2762019Assets 2020: $817,210Liabilities 2020: $500Net Assets 2020: $816,7102020Assets 2021: $827,605Liabilities 2021: $1,097Net Assets 2021: $826,5082021Assets 2022: $799,713Liabilities 2022: $712Net Assets 2022: $799,0012022Assets 2023: $847,917Liabilities 2023: $1,156Net Assets 2023: $846,7612023Assets 2024: $1,229,897Liabilities 2024: $2,548Net Assets 2024: $1,227,3492024

Highlighted filing

2017

Assets$807,807
Liabilities$7,924
Net Assets$799,883
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$400K$200K$0-$200KRevenue 2013: $123,698Expenses 2013: $158,690Net Income 2013: -$34,9922013Revenue 2016: $139,420Expenses 2016: $153,895Net Income 2016: -$14,4752016Revenue 2017: $174,095Expenses 2017: $88,756Net Income 2017: $85,3392017Revenue 2019: $108,680Expenses 2019: $112,729Net Income 2019: -$4,0492019Revenue 2020: $104,537Expenses 2020: $116,416Net Income 2020: -$11,8792020Revenue 2021: $93,759Expenses 2021: $84,488Net Income 2021: $9,2712021Revenue 2022: $95,459Expenses 2022: $121,869Net Income 2022: -$26,4102022Revenue 2023: $190,590Expenses 2023: $142,830Net Income 2023: $47,7602023Revenue 2024: $396,708Expenses 2024: $150,722Net Income 2024: $245,9862024

Highlighted filing

2017

Revenue$174,095
Expenses$88,756
Net Income$85,339
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$444,545
Mission and Program Overview

Mission

Preservation chapel hill is dedicated to protecting the character and heritage of the town of chapel hill, and the surrounding commuinty, through the preservation and conservation of its historic buildings and cultural landscapes.

To preserve the character and heritage of the town of chapel hill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$281,378$373,872▲ $92,494
Other Notes and Loans Receivable, Net$113,482$158,962▲ $45,480
Savings and Temporary Cash Investments$232,634$153,296▼ $79,338
Cash and Non-Interest-Bearing Accounts$15,122$42,894▲ $27,772
Land, Buildings, and Equipment, Net$4,783$4,327▼ $456
Total Assets$721,855$807,807▲ $85,952
Other Assets Total$74,456$74,456→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,301$6,913▲ $612
Other Liabilities$1,011$1,011→ $0
Total Liabilities$7,312$7,924▲ $612
Net Assets / Fund Balance
Unrestricted Net Assets$714,543$799,883▲ $85,340
Total Net Assets Fund Balance$714,543$799,883▲ $85,340
Total Liabilities and Net Assets / Fund Balance$721,855$807,807▲ $85,952

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,806$18,523$22,329
Other Land Buildings$360$20,164$20,524
Equipment$161$6,028$6,189
Other Assets Org$74,456--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$318,752-▲ $60,014-$378,766
2015$302,506-▲ $16,246-$318,752
2014$279,196-▲ $23,310-$302,506
2013$285,048-▲ $1,943-$279,196
2012$254,921-▲ $30,127-$285,048
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Thomas HeffnerPresident
Beth IsenhourPresident/vice President
Garland HersheyTrustee
Katherine KoppTrustee
Nancy PrestonTrustee
Sandra RichTrustee
Catharine Gilliam BurnsTRUSTEE (THR: FEB '17)
Laurie NormanSecretary
Phillip LyonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,298
Program Service Revenue
$24,385
Investment Income
$64,483
Other Revenue
$45,929
All Other Contributions
$12,584
Change in Net Assets
$85,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,891
Salaries, Compensation, and Employee Benefits$14,865
Total Fundraising Expense$5,334
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$14,052$8,714$3,402$26,168
Fees for Services Accounting-$14,443-$14,443
Other Salaries and Wages$7,415$4,599$1,795$13,809
Fees for Service Investment Mgmnt Fees-$4,097-$4,097
Fees for Services Other-$3,844-$3,844
Office Expenses-$2,864-$2,864
Advertising-$2,570-$2,570
Fees for Services Legal-$1,750-$1,750
Payroll Taxes$567$352$137$1,056
Depreciation Depletion-$456-$456
Other Expenses$237$-155-$-155
Total Functional Expenses$39,888$43,534$5,334$88,756
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,092
Fundraising Direct Expenses$6,152
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Board Art Sales$9,331$9,331$6,152$3,179
Holiday House Tour$7,761$6,761-$6,761
Total Events$17,092$16,092$6,152$9,940
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Fund Liabilities$686
Deposits$325
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Part VI, Section A, Line 4

“Organization has revised it's bylaws to merge the offices and duties of the former board of directors and board of trustees into one governing board, the board of trustees. The previous offices of the board of directors and board of trustees have been abolished.”

Form 990, Part VI, Section A, Line 6

“Membership is open to the general public.”

Form 990, Part VI, Section A, Line 7A

“Board members are elected by the general membership.”

Form 990, Part VI, Section B, Line 11B

“The treasurer reviews the tax returns and reports to the board of trustees.”

Form 990, Part VI, Section B, Line 15A

“The board sets and approves all compensation. Salaries are determined by several factors, including job analysis and evaluation, the essential duties and responsibilities of the job, and salary survey data on pay practices of other employers.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Preservation Chapel Hill
EIN
23-7218278
Phone
9199293233
Address
610 E ROSEMARY ST, CHAPEL HILL, NC 27514

Signing Officer

Name
Phillip Lyons
Title
Treasurer
Phone
9199293233
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip Lyons
Formed
1972
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
100

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Robin Mcduffie
Phone
9199428700
Supplemental Narrative

Financial Statement Notes

PART II, LINE 9:

“Conservation easements are not recorded on the balance sheet and have no impact on the income statement. No new easements were received in the current year.”

PART III, LINE 4:

“We maintain the horace williams house as an example of adaptive reuse, a key tool for historic preservation. It is the only historic house in chapel hill that is open to the public, so it is furnished with a collection of antiques appropriate for public education about the period of significance associated with the house, including items once owned by horace williams himself.”

Raw XML AppendixShowing 400 of 501 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.

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IRS990/Desc0TO ACHIEVE OUR MISSION, OUR APPROACH IS THREE-FOLD. WE PRESERVE HISTORIC STRUCTURES AND PLACES BY OFFERING PRESERVATION LOANS, CONDUCTING PROPERTY RESEARCH, AND CONSULTING WITH PROPERTY OWNERS. WE ADVOCATE FOR PRESERVATION INITIATIVES BY ENCOURAGING PROJECTS THAT BALANCE THE NEED FOR DEVELOPMENT AND GROWTH WITH THE DESIRE TO RETAIN OUR HISTORIC RESOURCES. WE WORK WITH PARTNERS IN ECONOMIC DEVELOPMENT, HERITAGE TOURISM, PUBLIC EDUCATION, AND LOCAL GOVERNMENT TO ENSURE A VOICE FOR HISTORIC PRESERVATION IS PRESENT IN THE DECISION-MAKING PROCESS. WE EDUCATE THE PUBLIC AND OUR PARTNERS ABOUT WHAT HISTORIC PRESERVATION IS, WHY IT MATTERS, AND HOW IT CAN BE A TOOL TO ACHIEVE OUR COMMUNITY'S GOALS.
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IRS990/MissionDesc0PRESERVATION CHAPEL HILL IS DEDICATED TO PROTECTING THE CHARACTER AND HERITAGE OF THE TOWN OF CHAPEL HILL, AND THE SURROUNDING COMMUNITY, THROUGH THE PRESERVATION AND CONSERVATION OF ITS HISTORIC BUILDINGS AND CULTURAL LANDSCAPES.TO ACHIEVE OUR MISSION, OUR APPROACH IS THREE-FOLD:PRESERVEWE PRESERVE HISTORIC STRUCTURES AND PLACES BY OFFERING PRESERVATION LOANS FOR REHABILITATION AND RENOVATION PROJECTS, PREPARING HISTORIC STRUCTURE REPORTS AND CONDUCTING RESOURCE SURVEYS AT A REDUCED FEE, AND CONSULTING WITH PROPERTY OWNERS DURING THE DESIGN PHASE OF PROJECTS IN PREPARATION FOR MAKING APPLICATIONS TO THE HISTORIC DISTRICT COMMISSION, PLANNING COMMISSION, OR TOWN COUNCIL.ADVOCATEWE ADVOCATE FOR PRESERVATION INITIATIVES BY ENCOURAGING PROJECTS THAT BALANCE THE NEED FOR DEVELOPMENT AND GROWTH WITH THE DESIRE TO RETAIN OUR HISTORIC RESOURCES. WE WORK WITH PARTNERS IN ECONOMIC DEVELOPMENT, HERITAGE TOURISM, PUBLIC EDUCATION, AND LOCAL GOVERNMENT TO ENSURE A VOICE FOR HISTORIC PRESERVATION I
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IRS990/OtherExpensesGrp/TotalAmt09775
IRS990/OtherExpensesGrp/TotalAmt17842
IRS990/OtherExpensesGrp/TotalAmt2237
IRS990/OtherExpensesGrp/TotalAmt3-155
IRS990/OtherLiabilitiesGrp/BOYAmt01011
IRS990/OtherLiabilitiesGrp/EOYAmt01011
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01795
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04599
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07415
IRS990/OtherSalariesAndWagesGrp/TotalAmt013809
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0113482
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0158962
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0137
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0352
IRS990/PayrollTaxesGrp/ProgramServicesAmt0567
IRS990/PayrollTaxesGrp/TotalAmt01056
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PHILLIP LYONS
IRS990/PriorPeriodAdjustmentsAmt01
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0BAROQUE & BEYOND
IRS990/ProgramServiceRevenueGrp/Desc1ART PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2PRESERVATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09778
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19103
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09778
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19103
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3504
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt057880
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016907
IRS990/PYOtherExpensesAmt091867
IRS990/PYOtherRevenueAmt031422
IRS990/PYProgramServiceRevenueAmt033211
IRS990/PYRevenuesLessExpensesAmt0-14475
IRS990/PYSalariesCompEmpBnftPaidAmt062028
IRS990/PYTotalExpensesAmt0153895
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0139420
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt085339
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt035989
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt024385
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0232634
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0153296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0201096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt054249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02335
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0201963
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0262000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45010
IRS990ScheduleA/PublicSupportPY170Pct00.61200
IRS990ScheduleA/PublicSupportTotal170Amt0181412
IRS990ScheduleA/SubstantialContributorsTotAmt019684
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035123
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0201096
IRS990ScheduleA/TotalSupportAmt0403059
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt074456
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0318752
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0378766
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt060014
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0302506
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0318752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0279196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0302506
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0285048
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0279196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01943
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0254921
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0285048
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030127
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0161
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06028
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06189
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0500
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt00
IRS990ScheduleD/HistoricStructureEasementsCnt012
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03806
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt018523
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022329
IRS990ScheduleD/ModifiedEasementsCnt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt074456
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLECTIBLE FURNISHINGS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0360
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020164
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0686
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER FUND LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/StaffHoursSpentEnforcementCnt040.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONSERVATION EASEMENTS ARE NOT RECORDED ON THE BALANCE SHEET AND HAVE NO IMPACT ON THE INCOME STATEMENT. NO NEW EASEMENTS WERE RECEIVED IN THE CURRENT YEAR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1WE MAINTAIN THE HORACE WILLIAMS HOUSE AS AN EXAMPLE OF ADAPTIVE REUSE, A KEY TOOL FOR HISTORIC PRESERVATION. IT IS THE ONLY HISTORIC HOUSE IN CHAPEL HILL THAT IS OPEN TO THE PUBLIC, SO IT IS FURNISHED WITH A COLLECTION OF ANTIQUES APPROPRIATE FOR PUBLIC EDUCATION ABOUT THE PERIOD OF SIGNIFICANCE ASSOCIATED WITH THE HOUSE, INCLUDING ITEMS ONCE OWNED BY HORACE WILLIAMS HIMSELF.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 9:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalAcreageCnt00.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04327
IRS990ScheduleD/TotalBookValueOtherAssetsAmt074456
IRS990ScheduleD/TotalEasementsCnt012
IRS990ScheduleD/TotalLiabilityAmt01011
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06152
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY HOUSE TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOARD ART SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017092
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016092
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09940
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06152
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06152
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$807,807
Liabilities
$7,924
Net assets
$799,883
Revenue
$174,095
Expenses
$88,756
Net income
$85,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.40$0.15$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.19$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.10$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.10$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.17$0.09$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.14$0.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.12$0.16$0.03