Civic Intelligence

Western North Carolina Historical Association Inc

EIN 23-7348133 • 501(c)3 • Asheville, NC

Profile

Preservation and promotion of the history of Western North Carolina

283 Victoria RoadAsheville, NC 28801

wnchistory.org

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2025

Net Margin

48th percentile

4.1%

Higher net margin than 48% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

50th percentile

$53,031

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

NTEE A • $1M-$5M nonprofits • Source year 2025

Asset Growth

47th percentile

1.9%

Faster asset growth than 47% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

25%

Faster revenue growth than 66% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$3,575,539

Up $65,830 (+1.9%) from 2024

Liabilities

Up

$1,777

Up $1,085 (+157%) from 2024

Net Assets

Up

$3,573,762

Up $64,745 (+1.8%) from 2024

Operations
Liabilities / Revenue26th percentileNet Margin48th percentile

Revenue

Up

$220,436

Up $44,178 (+25%) from 2024

Expenses

Down

$211,403

Down $95,295 (-31%) from 2024

Net Income

Up

$9,033

Up $139,473 (+107%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $428,614Liabilities 2010: $2,500Net Assets 2010: $426,1142010Assets 2012: $304,133Liabilities 2012: $807Net Assets 2012: $303,3262012Assets 2013: $319,243Liabilities 2013: $597Net Assets 2013: $318,6462013Assets 2014: $347,879Net Assets 2014: $347,8792014Assets 2015: $347,543Net Assets 2015: $347,5432015Assets 2016: $317,302Liabilities 2016: $95Net Assets 2016: $317,2072016Assets 2017: $308,558Liabilities 2017: $249Net Assets 2017: $308,3092017Assets 2018: $311,620Liabilities 2018: $450Net Assets 2018: $311,1702018Assets 2019: $2,568,845Liabilities 2019: $382Net Assets 2019: $2,568,4632019Assets 2020: $2,562,481Liabilities 2020: $1,594Net Assets 2020: $2,560,8872020Assets 2021: $4,354,391Liabilities 2021: $1,518Net Assets 2021: $4,352,8732021Assets 2022: $3,809,935Liabilities 2022: $0Net Assets 2022: $3,809,9352022Assets 2023: $3,574,392Liabilities 2023: $2,301Net Assets 2023: $3,572,0912023Assets 2024: $3,509,709Liabilities 2024: $692Net Assets 2024: $3,509,0172024Assets 2025: $3,575,539Liabilities 2025: $1,777Net Assets 2025: $3,573,7622025

Highlighted filing

2025

Assets$3,575,539
Liabilities$1,777
Net Assets$3,573,762
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $74,1892010Revenue 2012: $54,504Expenses 2012: $54,021Net Income 2012: $4832012Revenue 2013: $72,949Expenses 2013: $65,632Net Income 2013: $7,3172013Revenue 2014: $107,756Expenses 2014: $98,242Net Income 2014: $9,5142014Revenue 2015: $88,292Expenses 2015: $90,539Net Income 2015: -$2,2472015Revenue 2016: $63,956Expenses 2016: $83,909Net Income 2016: -$19,9532016Revenue 2017: $65,125Expenses 2017: $91,285Net Income 2017: -$26,1602017Revenue 2018: $57,678Expenses 2018: $65,369Net Income 2018: -$7,6912018Revenue 2019: $2,325,154Expenses 2019: $69,429Net Income 2019: $2,255,7252019Revenue 2020: $93,970Expenses 2020: $101,843Net Income 2020: -$7,8732020Revenue 2021: $2,053,393Expenses 2021: $157,449Net Income 2021: $1,895,9442021Revenue 2022: $248,296Expenses 2022: $313,763Net Income 2022: -$65,4672022Revenue 2023: $193,179Expenses 2023: $372,274Net Income 2023: -$179,0952023Revenue 2024: $176,258Expenses 2024: $306,698Net Income 2024: -$130,4402024Revenue 2025: $220,436Expenses 2025: $211,403Net Income 2025: $9,0332025

Highlighted filing

2025

Revenue$220,436
Expenses$211,403
Net Income$9,033
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$3,575,539
Liabilities
$1,777
Net assets
$3,573,762
Revenue
$220,436
Expenses
$211,403
Net income
$9,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.57$0.22$0.21$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.18$0.31$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.19$0.37$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.25$0.31$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$2.05$0.16$1.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.09$0.10$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$2.33$0.07$2.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.06$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.07$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.06$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.11$0.10$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.07$0.07$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.05$0.05$0.00
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 3, 2026
Return Version
2024v5.2
Gross Receipts
$229,087
Mission and Program Overview

Mission

The mission of Western North Carlina Historical Association is to preserve and promote the history and legacy of Western North Carolina through interpretation, education, collection, and collaboration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,027,772$2,086,823▲ $59,051
Land, Buildings, and Equipment, Net$1,309,753$1,309,509▼ $244
Cash and Non-Interest-Bearing Accounts$8,390$16,601▲ $8,211
Accounts Receivable$1,829$848▼ $981
Total Assets$3,509,709$3,575,539▲ $65,830
Other Assets Total$161,965$161,758▼ $207
Liabilities
Accounts Payable and Accrued Expenses$692$1,777▲ $1,085
Total Liabilities$692$1,777▲ $1,085
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,497,537$3,556,381▲ $58,844
Net Assets Without Donor Restrictions$11,480$17,381▲ $5,901
Total Net Assets Fund Balance$3,509,017$3,573,762▲ $64,745
Total Liabilities and Net Assets / Fund Balance$3,509,709$3,575,539▲ $65,830

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,073,600$0$1,073,600
Land$234,200-$234,200
Equipment$1,111$44,598$45,709
Other Land Buildings$598$19,525$20,123
Other Assets Org$161,758--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$161,965-▲ $8,607$7,390$161,758
2023$155,060-▲ $15,806$7,450$161,965
2022$172,986-▼ $8,897$7,650$155,060
2021$179,389-▲ $2,795$7,500$172,986
2020$143,692-▲ $44,459$7,500$179,389
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Polly Rolman-SmithExecutive DirectorFT$53,031$53,031

Board Members and Trustees

NameTitle
Ralph SimpsonPast President
Steven Lee JohnsonPresident
Catherine FrankVice President
Allan TarletonBoard Member
Andrea ClarkBoard Member
Ann Ellington DuncanBoard Member
BJ KilgoreBoard Member
Dee JamesBoard Member
Jami DanielsBoard Member
Kieta Osteen-CochraneBoard Member
Martha FullingtonBoard Member
Terry RobertsBoard Member
Michael McLaughlinSecretary
Dirk WilmothTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,919
Program Service Revenue
$18,630
Investment Income
$148,278
Other Revenue
$-4,391
All Other Contributions
$38,424
Change in Net Assets
$9,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$164,940
Other Expenses$46,463
Total Fundraising Expense$18,299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$69,958$8,745$8,745$87,448
Current Officers, Directors, Trustees, and Key Employees$52,000$6,500$6,500$65,000
Office Expenses$11,854$1,459$595$13,908
Payroll Taxes$9,994$1,249$1,249$12,492
Occupancy$5,750$303$0$6,053
All Other Expenses$1,693$3,389$0$5,082
Fees for Services Accounting$0$3,189$0$3,189
Insurance$1,670$594$0$2,264
Fees for Service Investment Mgmnt Fees$0$1,424$0$1,424
Other Expenses$0$0$1,197$1,197
Information Technology$732$82$0$814
Advertising$398$0$13$411
Fees for Services Other$0$289$0$289
Depreciation Depletion$244$0$0$244
Total Functional Expenses$165,881$27,223$18,299$211,403
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,651
Fundraising Gross Income$4,260
Professional Fundraising Fees$0
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
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
No
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
Filing and Contact Details

Filer

Filer Name
Western North Carolina Historical Association Inc
EIN
23-7348133
Phone
8282539231
Address
283 Victoria Road, Asheville, NC 28801
Doing Business As
Asheville Museum of History

Signing Officer

Name
Steven L Johnson
Title
President
Phone
8282539231
Signed
2026-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven L Johnson
Formed
1974
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
6
Volunteers
40

Preparer

Firm
Corliss & Solomon Pllc
Address
242 CHARLOTTE ST SUITE 1, ASHEVILLE, NC 28801
Preparer
Todd Oldenburg
Phone
8282360206
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Form 990 is prepared by a CPA firm, reviewed by management, presented to the board for review, proposed revisions and final approval.”

Pt VI, Line 12C

“Board members are annually required to disclose any potential conflicts of interest in writing. These disclosures are kept on file.”

Pt VI, Line 18

“The Form 1023 is available upon request and the Forms 990 are available on the websites of many charity watchdog organizations and upon request.”

Pt VI, Line 19

“Governing documents are available upon request.”

Pt XII, Line 1

“Modified cash”

Financial Statement Notes

Pt III, Line 4

“WNCHA obtains and retains objects in its collection which is congruent with the interpretation of the history of western North Carolina as well as objects that fit the scale and asthetics of period rooms within the Smith-McDowell House, our facility.”

Pt V, Line 4

“The purpose of the endowment is to generate investment income to supplement operating funds.”

Raw XML AppendixShowing 400 of 554 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/Desc0In fiscal year 2024-2025, the Western North Carolina Historical Association continued the process of transforming the historic Smith-McDowell House, built circa 1840, into a regional history museum, the Asheville Museum of History. While 2024-2025 fiscal year proved difficult with Helene and the recovery efforts that followed the storm, the Asheville Museum of History continued to host successful programming.
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IRS990/Form990PartVIISectionAGrp/PersonNm4Dirk Wilmoth
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IRS990/Form990PartVIISectionAGrp/PersonNm6Martha Fullington
IRS990/Form990PartVIISectionAGrp/PersonNm7Dee James
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IRS990/Form990PartVIISectionAGrp/PersonNm10Jami Daniels
IRS990/Form990PartVIISectionAGrp/PersonNm11Ann Ellington Duncan
IRS990/Form990PartVIISectionAGrp/PersonNm12Terry Roberts
IRS990/Form990PartVIISectionAGrp/PersonNm13BJ Kilgore
IRS990/Form990PartVIISectionAGrp/PersonNm14Andrea Clark
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IRS990/ProgSrvcAccomActy2Grp/Desc0New Featured Exhibition & Community Days With the permanent exhibition in place, supported by private donations and a grant from North Carolina Humanities, the Asheville Museum of History opened its first featured exhibition, The Photography of Andrea Clark: Remembering Ashevilles East End Community. The exhibition ran from September 2024 through May 2025 and occurred in two parts with a different set of photographs for each part. Part I ran from September 2024 to January 2025, and Part II ran from February 2025 to May 2025.The exhibit consisted of photographs on loan from Buncombe County Special Collections, Pack Memorial Public Library and photographs printed specifically for this exhibit along with artifacts, graphics, and text panels illustrating the history of urban renewal and life of Andrea Clark. In addition, a section of the exhibit highlighted the work and life of James Vester Miller, local Black brickmason and grandfather of Andrea Clark, through the use of graphics and text panels. For the opening weekends of Part I and Part II of the exhibition, the Asheville Museum of History held free Community Days. Programming for the two Community Days consisted of lectures on urban renewal and Black history in western North Carolina, childrens programming, live music, and a panel discussion of residents on the East End/Valley Street neighborhood. The Community Days served on average 75 people for each Community Day. The exhibit and Community Days were supported by a grant from ArtsAVL and private donations.
IRS990/ProgSrvcAccomActy3Grp/Desc0Educational Programming Ongoing educational programming at the Asheville Museum of History in fiscal year 2024-2025 was packed full of a variety of interesting program offerings both in person and online as virtual programs. Programming included eleven History Hour Series lectures with guest historians and lecturers that served an average of 35 audience members each lecture. These lectures were ticketed events hosted online through Zoom and included a low or no cost ticket option through the museums Community Fund. Four of the programs were offered as hybrid events in person and online through a collaborative program with the Osher Lifelong Learning Institute at UNC Asheville. Camblos-Colwell Award Due to Helene, the Asheville Museum of History postponed its two major awards programs: the Thomas Wolfe Memorial Literary Award and the Outanding Achievement Award. Named for the famed Asheville-born novelist, the Thomas Wolfe Memorial Literary Award has been presented annually by the Western North Carolina Historical Association since 1955 to honor outstanding literature by regional authors or works that take place in Western North Carolina. The museum also presents an annual Outstanding Achievement Award to organizations or individuals who have undertaken special and exceptional efforts in preserving or promoting local and regional history in the Western North Carolina community. However, in fiscal year 2024-2025, the Asheville Museum of History Board of Trustees did present the first Camblos-Colwell award in December 2024 to Daniel Huger and Stuart Camblos. Established in 2023, the award is named for Ruth Rudy Camblos, a passionate and persistent advocate for preserving the Smith-McDowell House, and Virginia McDowell Colwell, whose bequest in 2019 enabled major repairs and renovations and will ensure the maintenance of the house. Daniel Huger served on the board of the Western North Carolina Historical Association for many years, including as board president and treasurer. He also served as a former executive director. Stuart Camblos has been a driving force in the Western North Carolina Historical Association for much of her life, serving as a trustee and a volunteeer. She was an early proponent of turning the former house museum into a regional history museum with permanent and changing exhibits.
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