Civic Intelligence

Preservation Chapel Hill

990 • Fiscal year 2021 • EIN 23-7218278

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 20, 2021

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

46th percentile

9.9%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

32nd percentile

1.3%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-10%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$827,605

Up $10,395 (+1.3%) from 2020

Net Assets

Up

$826,508

Up $9,798 (+1.2%) from 2020

Liabilities

Up

$1,097

Up $597 (+119%) from 2020

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin46th percentile

Revenue

Down

$93,759

Down $10,778 (-10%) from 2020

Expenses

Down

$84,488

Down $31,928 (-27%) from 2020

Net Income

Up

$9,271

Up $21,150 (+178%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$827,605
Liabilities$1,097
Net Assets$826,508
Open 2021 Filing

Operations Trend

Revenue Growth23rd 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

2021

Revenue$93,759
Expenses$84,488
Net Income$9,271
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 20, 2021
Return Version
2020v4.1
Gross Receipts
$166,676
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
Rtn Earn Endowment Incm Other Fnds$816,710$826,508▲ $9,798
Investments in Publicly Traded Securities$402,534$412,625▲ $10,091
Savings and Temporary Cash Investments$98,927$252,444▲ $153,517
Other Notes and Loans Receivable, Net$203,056$52,659▼ $150,397
Cash and Non-Interest-Bearing Accounts$38,237$35,421▼ $2,816
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$817,210$827,605▲ $10,395
Other Assets Total$74,456$74,456→ $0
Liabilities
Other Liabilities$500$1,097▲ $597
Total Liabilities$500$1,097▲ $597
Net Assets / Fund Balance
Total Net Assets Fund Balance$816,710$826,508▲ $9,798
Total Liabilities and Net Assets / Fund Balance$817,210$827,605▲ $10,395

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$40,879$40,879
Other Land Buildings$0$20,524$20,524
Equipment$0$6,189$6,189
Other Assets Org$74,456--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$425,981-▲ $15,262-$441,243
2019$416,544-▲ $9,437-$425,981
2018$417,381-▼ $837-$416,544
2017$378,766-▲ $38,615-$417,381
2016$318,752-▲ $60,014-$378,766
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Phillip LyonsPresident
Garland HersheyVice President
Campbell GibsonBoard Member
Chris BerndtBoard Member
Don TiseBoard Member
Emilie De LucaBoard Member
Meredith FitchBoard Member
Rebecca JohnsonBoard Member
Sally SatherBoard Member
Sandra RichBoard Member
Margaret McguinnSecretary
Tom HeffnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,862
Program Service Revenue
$18,801
Investment Income
$19,156
Other Revenue
$36,940
All Other Contributions
$4,332
Change in Net Assets
$9,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,153
Salaries, Compensation, and Employee Benefits$27,335
Total Fundraising Expense$4,034
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,966$8,888$2,539$25,393
Occupancy$7,155$4,553$1,301$13,009
Office Expenses-$10,607-$10,607
Fees for Services Accounting-$9,575-$9,575
Advertising-$6,688-$6,688
Fees for Service Investment Mgmnt Fees-$4,099-$4,099
Insurance-$2,421-$2,421
Payroll Taxes$1,068$680$194$1,942
Other Expenses$310--$310
Total Functional Expenses$32,943$47,511$4,034$84,488
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,528
Fundraising Direct Expenses$7,074
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Withheld$597
Deposits$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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 11B

“The organization makes form 990 available to the board prior to approving and filing form 990.”

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
President
Phone
9199293233
Signed
2021-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip Lyons
Formed
1972
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
12

Preparer

Firm
Thomas Judy & Tucker
Address
4700 FALLS OF NUESE ROAD, RALEIGH, NC 27609
Preparer
David a Johnson CPA
Phone
9195717055
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. One new easement was 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 signifigance associated with the house, including items once owned by horace williams himself.”

Raw XML AppendixShowing 400 of 488 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/BooksInCareOfDetail/PhoneNum09199427818
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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 COMMNUITY'S GOALS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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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 COMMUINTY, THROUGH THE PRESERVATION AND CONSERVATION OF ITS HISTORIC BUILDINGS AND CULTURAL LANDSCAPES.
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IRS990/OtherExpensesGrp/TotalAmt1415
IRS990/OtherExpensesGrp/TotalAmt2310
IRS990/OtherLiabilitiesGrp/BOYAmt0500
IRS990/OtherLiabilitiesGrp/EOYAmt01097
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02539
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08888
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013966
IRS990/OtherSalariesAndWagesGrp/TotalAmt025393
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0203056
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt052659
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0194
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0680
IRS990/PayrollTaxesGrp/ProgramServicesAmt01068
IRS990/PayrollTaxesGrp/TotalAmt01942
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PHILLIP LYONS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0ART PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1BAROQUE + BEYOND
IRS990/ProgramServiceRevenueGrp/Desc2PRESERVATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017051
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017051
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt024421
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017980
IRS990/PYOtherExpensesAmt085932
IRS990/PYOtherRevenueAmt036237
IRS990/PYProgramServiceRevenueAmt025899
IRS990/PYRevenuesLessExpensesAmt0-11879
IRS990/PYSalariesCompEmpBnftPaidAmt030484
IRS990/PYTotalExpensesAmt0116416
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0104537
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt09271
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt033381
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt018906
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0816710
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0826508
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098927
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0252444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0147552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt042892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt048070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050777
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt045872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047732
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0235343
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0121680
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35190
IRS990ScheduleA/PublicSupportPY170Pct00.38110
IRS990ScheduleA/PublicSupportTotal170Amt0134738
IRS990ScheduleA/SubstantialContributorsTotAmt012814
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039298
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0147552
IRS990ScheduleA/TotalSupportAmt0382895
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt074456
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0425981
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0441243
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt015262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0416544
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0425981
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09437
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0417381
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0416544
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-837
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0378766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0417381
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038615
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0318752
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0378766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060014
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06189
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06189
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0500
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt00
IRS990ScheduleD/HistoricStructureEasementsCnt013
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt040879
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt040879
IRS990ScheduleD/ModifiedEasementsCnt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt074456
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLECTIBLE FURNISHINGS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020524
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX WITHHELD
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. ONE NEW EASEMENT WAS 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 SIGNIFIGANCE 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/TotalAcreageCnt00.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt074456
IRS990ScheduleD/TotalEasementsCnt013
IRS990ScheduleD/TotalLiabilityAmt01097
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IS OPEN TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE ELECTED BY THE GENERAL MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES FORM 990 AVAILABLE TO THE BOARD PRIOR TO APPROVING AND FILING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$827,605
Liabilities
$1,097
Net assets
$826,508
Revenue
$93,759
Expenses
$84,488
Net income
$9,271
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