Civic Intelligence

Bedford Historical Society Inc

EIN 23-7302391 • 501(c)3 • Bedford, VA

Profile

Historical and architectural

P O Box 602Bedford, VA 24523
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.05x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

2.2%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$109,074

Up $2,372 (+2.2%) from 2024

Liabilities

Up

$825

Up $25 (+3.1%) from 2024

Net Assets

Up

$108,249

Up $2,347 (+2.2%) from 2024

Operations
Liabilities / Revenue79th percentileNet Margin69th percentile

Revenue

Up

$15,971

Up $3,210 (+25%) from 2024

Expenses

Up

$13,624

Up $1,427 (+12%) from 2024

Net Income

Up

$2,347

Up $1,783 (+316%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2020: $114,469Liabilities 2020: $1,025Net Assets 2020: $113,4442020Assets 2021: $105,924Liabilities 2021: $1,025Net Assets 2021: $104,8992021Assets 2022: $105,353Liabilities 2022: $800Net Assets 2022: $104,5532022Assets 2023: $106,138Liabilities 2023: $800Net Assets 2023: $105,3382023Assets 2024: $106,702Liabilities 2024: $800Net Assets 2024: $105,9022024Assets 2025: $109,074Liabilities 2025: $825Net Assets 2025: $108,2492025

Highlighted filing

2025

Assets$109,074
Liabilities$825
Net Assets$108,249
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2020: $14,474Expenses 2020: $11,893Net Income 2020: $2,5812020Revenue 2021: $27,692Expenses 2021: $36,237Net Income 2021: -$8,5452021Revenue 2022: $9,758Expenses 2022: $10,104Net Income 2022: -$3462022Revenue 2023: $10,604Expenses 2023: $9,819Net Income 2023: $7852023Revenue 2024: $12,761Expenses 2024: $12,197Net Income 2024: $5642024Revenue 2025: $15,971Expenses 2025: $13,624Net Income 2025: $2,3472025

Highlighted filing

2025

Revenue$15,971
Expenses$13,624
Net Income$2,347
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,074
Liabilities
$825
Net assets
$108,249
Revenue
$15,971
Expenses
$13,624
Net income
$2,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.16$0.14$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.01$1.06$0.13$0.12$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.01$1.05$0.11$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.01$1.05$0.10$0.10$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.01$1.05$0.28$0.36$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.01$1.13$0.14$0.12$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
May 20, 2025
Return Version
2024v5.1
Gross Receipts
$15,971
Mission and Program Overview

Mission

Historical and architectural

Program Services

DescriptionGrantsExpenses
WHARTON HOUSE RENTAL, FOR RESTORATION AND MAINTENANCE OF HISTORIC PROPERTY-$10,145
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH L GEREAUTreasurer-$0--
RONI SUTTONPresident-$0--
MARY MARKHAMSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bedford Historical Society Inc
EIN
23-7302391
In Care Of
% ELIZABETH L GEREAU
Phone
5405868188
Address
P O BOX 602, BEDFORD, VA 24523

Signing Officer

Name
Elizabeth L Gereau
Title
Treasurer
Phone
5405868188
Signed
2025-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Brenda A Johnson CPA
Address
1232 Standstill Lane, Bedford, VA 24523
Preparer
Brenda a Johnson
Phone
5405860749
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 223PROGRAM SERVICES-WHARTON HOUSE 10,145SUPPLIES 167INSURANCE 815WEBSITE FEE 337OFFICE EXPENSES 198”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearFUND DEPOSITS 800 825”

Raw XML Appendix168 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONI SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY MARKHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011885
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL AND ARCHITECTURAL
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramServiceRevenueAmt012200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WHARTON HOUSE RENTAL, FOR RESTORATION AND MAINTENANCE OF HISTORIC PROPERTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010145
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0825
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013624
IRS990EZ/TotalProgramServiceExpensesAmt010145
IRS990EZ/TotalRevenueAmt015971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0183
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012200
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060975
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02771
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IRS990ScheduleA/InvestmentIncomeCYPct00.06000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94320
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IRS990ScheduleA/PublicSupportTotal509Amt072426
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 223PROGRAM SERVICES-WHARTON HOUSE 10,145SUPPLIES 167INSURANCE 815WEBSITE FEE 337OFFICE EXPENSES 198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearFUND DEPOSITS 800 825
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH L GEREAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05405868188
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEDFORD HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0BEDF
ReturnHeader/Filer/EIN0237302391
ReturnHeader/Filer/InCareOfNm0% ELIZABETH L GEREAU
ReturnHeader/Filer/PhoneNum05405868188
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 602
ReturnHeader/Filer/USAddress/CityNm0BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024523
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541803671
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brenda A Johnson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01232 Standstill Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bedford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024523
ReturnHeader/PreparerPersonGrp/PhoneNum05405860749
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA A JOHNSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-21T11:10:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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