Civic Intelligence

Preservation Chapel Hill

990 • Fiscal year 2016 • EIN 23-7218278

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

21st percentile

-10%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$40,754

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

28th percentile

-3.9%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2016

Revenue Growth

52nd percentile

4.1%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2016

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$721,855

Down $92,027 (-11%) from 2013

Net Assets

Down

$714,543

Down $89,966 (-11%) from 2013

Liabilities

Down

$7,312

Down $2,061 (-22%) from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin21st percentile

Revenue

Up

$139,420

Up $15,722 (+13%) from 2013

Expenses

Down

$153,895

Down $4,795 (-3.0%) from 2013

Net Income

Up

-$14,475

Up $20,517 (+59%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2016

Assets$721,855
Liabilities$7,312
Net Assets$714,543
Open 2016 Filing

Operations Trend

Revenue Growth52nd 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

2016

Revenue$139,420
Expenses$153,895
Net Income-$14,475
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$146,066
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$302,506$281,378▼ $21,128
Savings and Temporary Cash Investments$269,722$232,634▼ $37,088
Other Notes and Loans Receivable, Net$65,064$113,482▲ $48,418
Cash and Non-Interest-Bearing Accounts$13,924$15,122▲ $1,198
Land, Buildings, and Equipment, Net$5,239$4,783▼ $456
Total Assets$730,911$721,855▼ $9,056
Other Assets Total$74,456$74,456→ $0
Liabilities
Accounts Payable and Accrued Expenses$622$6,301▲ $5,679
Other Liabilities$1,271$1,011▼ $260
Total Liabilities$1,893$7,312▲ $5,419
Net Assets / Fund Balance
Unrestricted Net Assets$729,018$714,543▼ $14,475
Total Net Assets Fund Balance$729,018$714,543▼ $14,475
Total Liabilities and Net Assets / Fund Balance$730,911$721,855▼ $9,056

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,993$18,336$22,329
Other Land Buildings$376$20,148$20,524
Equipment$414$5,775$6,189
Other Assets Org$74,456--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2011$246,374-▲ $8,547-$254,921
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cheri SzcodronskiExecutive Director (july- Mar)FT$40,754$40,754

Board Members and Trustees

NameTitle
Don TisePresident (july - Aug)
Evan RodewaldTrustee/acting President (apr - June)
Megan WooleyPresident/vice President (july - April)
Beth IsenhourTrustee
Garland HersheyTrustee
Katherine KoppTrustee
Nancy PrestonTrustee
Laurie NormanSecretary
Thomas HeffnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,880
Program Service Revenue
$33,211
Investment Income
$16,907
Other Revenue
$31,422
All Other Contributions
$30,913
Change in Net Assets
$-14,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,867
Salaries, Compensation, and Employee Benefits$62,028
Total Fundraising Expense$11,861
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$13,258$22,901$4,018$40,177
Occupancy$19,511$12,099$4,723$36,333
Other Salaries and Wages$9,397$5,828$2,275$17,500
Fees for Services Other-$4,913-$4,913
Office Expenses-$4,363-$4,363
Payroll Taxes$2,336$1,449$566$4,351
Fees for Services Accounting-$4,125-$4,125
Advertising-$2,718-$2,718
Conferences and Meetings$1,153$715$279$2,147
Other Expenses$1,324$3,883-$1,324
Depreciation Depletion-$456-$456
Total Functional Expenses$78,584$63,450$11,861$153,895
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,068
Fundraising Direct Expenses$6,646
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday House Tour$16,319$10,068$6,646$3,422
Total Events$16,319$10,068$6,646$3,422
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
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, 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 11

“The treasurer reviews the tax returns are 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
2017-02-14
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
3
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

Additional Explanations

Form 990, Part III, Line 3

“Preservation chapel hill eliminated two full-time positions and created one part-time position in an attempt to cut costs while maintaining the ability to serve the community.”

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 496 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/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/OtherAssetsTotalGrp/EOYAmt074456
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRESERVATION PROGRAM
IRS990/OtherExpensesGrp/Desc1ART PROGRAM
IRS990/OtherExpensesGrp/Desc2INSURANCE
IRS990/OtherExpensesGrp/Desc3DUES AND PUBLICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03883
IRS990/OtherExpensesGrp/ProgramServicesAmt024198
IRS990/OtherExpensesGrp/ProgramServicesAmt17407
IRS990/OtherExpensesGrp/ProgramServicesAmt21324
IRS990/OtherExpensesGrp/TotalAmt024198
IRS990/OtherExpensesGrp/TotalAmt17407
IRS990/OtherExpensesGrp/TotalAmt23883
IRS990/OtherExpensesGrp/TotalAmt31324
IRS990/OtherLiabilitiesGrp/BOYAmt01271
IRS990/OtherLiabilitiesGrp/EOYAmt01011
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02275
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05828
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09397
IRS990/OtherSalariesAndWagesGrp/TotalAmt017500
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt065064
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0113482
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0566
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01449
IRS990/PayrollTaxesGrp/ProgramServicesAmt02336
IRS990/PayrollTaxesGrp/TotalAmt04351
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PHILLIP LYONS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0PRESERVATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc2ART PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013102
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111482
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28627
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111482
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28627
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044926
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025766
IRS990/PYOtherExpensesAmt0107829
IRS990/PYOtherRevenueAmt034310
IRS990/PYProgramServiceRevenueAmt058734
IRS990/PYRevenuesLessExpensesAmt0-31144
IRS990/PYSalariesCompEmpBnftPaidAmt087051
IRS990/PYTotalExpensesAmt0194880
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0163736
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-14475
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt028000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt033211
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0269722
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0232634
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATION FILED A SHORT PERIOD RETURN FOR THE PERIOD 1/1/2014-6/30/2014.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt083228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0245026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt044907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt054249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028766
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0130257
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0243099
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61200
IRS990ScheduleA/PublicSupportPY170Pct00.68020
IRS990ScheduleA/PublicSupportTotal170Amt0229677
IRS990ScheduleA/SubstantialContributorsTotAmt015349
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt083228
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0245026
IRS990ScheduleA/TotalSupportAmt0375283
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/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0302506
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0318752
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt016246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0279196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0302506
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0285048
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0279196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01943
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0254921
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0285048
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030127
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0246374
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0254921
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08547
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0414
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05775
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06189
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0500
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt00
IRS990ScheduleD/HistoricStructureEasementsCnt012
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03993
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt018336
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022329
IRS990ScheduleD/ModifiedEasementsCnt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt074456
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLECTIBLE FURNISHINGS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0376
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020148
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/TotalBookValueLandBuildingsAmt04783
IRS990ScheduleD/TotalBookValueOtherAssetsAmt074456
IRS990ScheduleD/TotalEasementsCnt012
IRS990ScheduleD/TotalLiabilityAmt01011
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06251
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06251
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06646
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY HOUSE TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016319
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016319
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010068
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03422
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06646
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06646

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$721,855
Liabilities
$7,312
Net assets
$714,543
Revenue
$139,420
Expenses
$153,895
Net income
-$14,475
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