Civic Intelligence

Historic Preservation Society of Durham

EIN 23-7361218 • 501(c)3 • Durham, NC

Profile

To preserve the history, architecture, and cultural heritage of durham and of durham county and to serve as an institution for the education of citizens through the promotion and appreciation of this heritage.

701 W Main St Ste 310Durham, NC 27701

www.preservationdurham.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.30x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

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

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

96th percentile

$71,604

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 40.7% of source-year revenue.

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

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

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

Assets

Up

$204,533

Up $42,796 (+26%) from 2024

Liabilities

Up

$61,615

Up $20,100 (+48%) from 2024

Net Assets

Up

$142,918

Up $22,696 (+19%) from 2024

Revenue

Up

$175,784

Up $64,483 (+58%) from 2024

Expenses

Up

$153,088

Up $26,434 (+21%) from 2024

Net Income

Up

$22,696

Up $38,049 (+248%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $222,857Liabilities 2013: $2,022Net Assets 2013: $220,8352013Assets 2014: $82,638Liabilities 2014: $3,291Net Assets 2014: $79,3472014Assets 2015: $79,307Liabilities 2015: $5,305Net Assets 2015: $74,0022015Assets 2016: $96,545Liabilities 2016: $7,494Net Assets 2016: $89,0512016Assets 2018: $125,072Liabilities 2018: $64,565Net Assets 2018: $60,5072018Assets 2019: $117,318Liabilities 2019: $61,711Net Assets 2019: $55,6072019Assets 2020: $98,329Liabilities 2020: $73,849Net Assets 2020: $24,4802020Assets 2021: $97,895Liabilities 2021: $74,864Net Assets 2021: $23,0312021Assets 2022: $184,576Liabilities 2022: $47,803Net Assets 2022: $136,7732022Assets 2023: $177,654Liabilities 2023: $42,079Net Assets 2023: $135,5752023Assets 2024: $161,737Liabilities 2024: $41,515Net Assets 2024: $120,2222024Assets 2025: $204,533Liabilities 2025: $61,615Net Assets 2025: $142,9182025

Highlighted filing

2025

Assets$204,533
Liabilities$61,615
Net Assets$142,918

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2013: $189,3112013Revenue 2014: $73,576Expenses 2014: $189,850Net Income 2014: -$116,2742014Revenue 2015: $147,070Expenses 2015: $152,415Net Income 2015: -$5,3452015Revenue 2016: $143,501Expenses 2016: $128,452Net Income 2016: $15,0492016Revenue 2018: $74,085Expenses 2018: $80,170Net Income 2018: -$6,0852018Revenue 2019: $95,178Expenses 2019: $100,083Net Income 2019: -$4,9052019Revenue 2020: $65,473Expenses 2020: $96,600Net Income 2020: -$31,1272020Revenue 2021: $87,496Expenses 2021: $88,946Net Income 2021: -$1,4502021Revenue 2022: $211,329Expenses 2022: $97,587Net Income 2022: $113,7422022Revenue 2023: $146,918Expenses 2023: $148,116Net Income 2023: -$1,1982023Revenue 2024: $111,301Expenses 2024: $126,654Net Income 2024: -$15,3532024Revenue 2025: $175,784Expenses 2025: $153,088Net Income 2025: $22,6962025

Highlighted filing

2025

Revenue$175,784
Expenses$153,088
Net Income$22,696

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.05$0.62$1.43$1.76$1.53$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.42$1.20$1.11$1.27$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.42$1.36$1.47$1.48$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.48$1.37$2.11$0.98$1.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.75$0.23$0.87$0.89$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.74$0.24$0.65$0.97$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.62$0.56$0.95$1.00$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.65$0.61$0.74$0.80$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.07$0.89$1.44$1.28$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.05$0.74$1.47$1.52$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.03$0.79$0.74$1.90$1.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.02$2.21$1.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$188,562
Mission and Program Overview

Mission

To preserve the history, architecture, and cultural heritage of durham and of durham county and to serve as an institution for the education of citizens through the promotion and appreciation of this heritage.

Program Services

DescriptionGrantsExpenses
ANNUAL EVENTS, NEWSLETTERS, INFORMAL BROCHURES, WALKING TOURS AND ORAL HISTORY.$0$50,455
MEMBERSHIP AND PUBLIC EDUCATION SERVICES INCLUDE LOCAL HISTORY AND PRESERVATION TECHNICAL PROGRAMS FOR MEMBERSHIPS OF OTHER CIVIC GROUPS AND GENERAL PUBLIC.$38,700$48,979
ENDANGERED PROPERTIES PROGRAM, OPEN DURHAM AND PRESERVATION EQUITY PROJECT - EFFORT TO INDENTIFY AND PRESERVE AT-RISK PROPERTIES, FACILITATE DESIGNATION OF NATIONAL REGISTER HISTORIC DISTRICTS, AND HELP LOW- AND MODERATE-INCOME HOMEOWNERS IN HISTORIC DISTRICTS RETAIN OWNERSHIP OF THEIR PROPERTIES WHILE PROTECTING ARCHITECTURAL CHARACTER.$19,438$19,601
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANNE PATTERSONExecutive DirectorFT$65,000$6,604$71,604
ALICIA HYLTON-DANIELBoard Member-$0--
AMANDA BOYDPresident-$0--
AUSTIN MOOREBoard Member-$0--
BRENDA BRODIEBoard Member-$0--
DR FAYE J CALHOUNBoard Member-$0--
JENNIFER MARTINSecretary-$0--
CHARLES JOHNSONBoard Member-$0--
DEBRA TAYLOR GONZALEZ GARCIAVice-President-$0--
MARSHALL WILLIAMSBoard Member-$0--
MICHAEL VERVILLEBoard Member-$0--
BOB ASHLEYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Historic Preservation Society of Durham
EIN
23-7361218
Phone
9196823036
Address
701 W MAIN ST STE 310, DURHAM, NC 27701

Signing Officer

Name
Bob Ashley
Title
Treasurer
Phone
9196823036
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Nelson & Company Pa
Address
PO BOX 52179, DURHAM, NC 27717
Preparer
Jennifer P Credle
Phone
9194908585
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,850.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 1,674. Description: cash rewards. Amount: 280. Total to form 990-ez, line 8: 1,954.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 3,215. Description: payroll taxes. Amount: 7,596. Description: bank fees. Amount: 4,794. Description: dues & subscriptions. Amount: 514. Description: office supplies. Amount: 2,214. Description: program expenses. Amount: 30,925. Description: travel/training. Amount: 956. Total to form 990-ez, line 16: 50,214.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid insurance. Beg. Of year amount: 597. End of year amount: 597. Description: grants receivable. Beg. Of year amount: 0. End of year amount: 29,500. Description: sales tax receivable. Beg. Of year amount: 0. End of year amount: 353.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit card. Beg. Of year amount: 311. End of year amount: 0. Description: payroll tax liability. Beg. Of year amount: 1,988. End of year amount: 1,150. Description: deferred revenue. Beg. Of year amount: 39,216. End of year amount: 60,452. Description: sales tax payable. Beg. Of year amount: 0. End of year amount: 13.

Raw XML Appendix244 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,674. DESCRIPTION: CASH REWARDS. AMOUNT: 280. TOTAL TO FORM 990-EZ, LINE 8: 1,954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 3,215. DESCRIPTION: PAYROLL TAXES. AMOUNT: 7,596. DESCRIPTION: BANK FEES. AMOUNT: 4,794. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 514. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,214. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 30,925. DESCRIPTION: TRAVEL/TRAINING. AMOUNT: 956. TOTAL TO FORM 990-EZ, LINE 16: 50,214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID INSURANCE. BEG. OF YEAR AMOUNT: 597. END OF YEAR AMOUNT: 597. DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 29,500. DESCRIPTION: SALES TAX RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CREDIT CARD. BEG. OF YEAR AMOUNT: 311. END OF YEAR AMOUNT: 0. DESCRIPTION: PAYROLL TAX LIABILITY. BEG. OF YEAR AMOUNT: 1,988. END OF YEAR AMOUNT: 1,150. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 39,216. END OF YEAR AMOUNT: 60,452. DESCRIPTION: SALES TAX PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB ASHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09196823036
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC PRESERVATION SOCIETY OF DURHAM
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0237361218
ReturnHeader/Filer/PhoneNum09196823036
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 W MAIN ST STE 310
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561394660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NELSON & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 52179
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027717
ReturnHeader/PreparerPersonGrp/PhoneNum09194908585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER P CREDLE
ReturnHeader/ReturnTs02025-11-13T11:22:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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