Civic Intelligence

Trail of History Inc

EIN 27-0978923 • 501(c)3 • Charlotte, NC

Profile

To recapture and preserve the significance of key people who contributed to the history, growth, and development of mecklenburg county by erecting larger than life representative statues along the urban section of the little sugar creek greenway.

100 N Tryon Street 4700Charlotte, NC 28202

charmeck.org/MECKLENBURG/COUNTY/PARKANDREC

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE A • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE A • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-762%

Higher net margin than 1% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

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.

NTEE A • $500k-$1M nonprofits • Source year 2024

Asset Growth

14th percentile

-21%

Faster asset growth than 14% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$760,089

Down $196,250 (-21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$760,089

Down $196,250 (-21%) from 2023

Revenue

Down

$25,766

Down $281,136 (-92%) from 2023

Expenses

Up

$222,016

Up $101,122 (+84%) from 2023

Net Income

Down

-$196,250

Down $382,258 (-206%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $533,438Liabilities 2011: $0Net Assets 2011: $533,4382011Assets 2012: $524,687Liabilities 2012: $0Net Assets 2012: $524,6872012Assets 2013: $470,662Liabilities 2013: $95,000Net Assets 2013: $375,6622013Assets 2014: $461,273Liabilities 2014: $27,500Net Assets 2014: $433,7732014Assets 2015: $713,047Liabilities 2015: $58,550Net Assets 2015: $654,4972015Assets 2016: $1,071,432Liabilities 2016: $0Net Assets 2016: $1,071,4322016Assets 2017: $1,278,887Liabilities 2017: $0Net Assets 2017: $1,278,8872017Assets 2018: $954,369Liabilities 2018: $0Net Assets 2018: $954,3692018Assets 2019: $719,920Liabilities 2019: $0Net Assets 2019: $719,9202019Assets 2020: $688,958Liabilities 2020: $0Net Assets 2020: $688,9582020Assets 2021: $773,028Liabilities 2021: $0Net Assets 2021: $773,0282021Assets 2022: $777,626Liabilities 2022: $8,500Net Assets 2022: $769,1262022Assets 2023: $956,339Liabilities 2023: $0Net Assets 2023: $956,3392023Assets 2024: $760,089Liabilities 2024: $0Net Assets 2024: $760,0892024

Highlighted filing

2024

Assets$760,089
Liabilities$0
Net Assets$760,089

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $502011Expenses 2012: $41,1272012Revenue 2013: $63,053Expenses 2013: $212,078Net Income 2013: -$149,0252013Revenue 2014: $266,433Expenses 2014: $208,322Net Income 2014: $58,1112014Revenue 2015: $528,308Expenses 2015: $307,584Net Income 2015: $220,7242015Revenue 2016: $492,286Expenses 2016: $75,351Net Income 2016: $416,9352016Revenue 2017: $256,596Expenses 2017: $49,141Net Income 2017: $207,4552017Revenue 2018: $7,262Expenses 2018: $331,780Net Income 2018: -$324,5182018Revenue 2019: $33,875Expenses 2019: $268,324Net Income 2019: -$234,4492019Revenue 2020: $44,703Expenses 2020: $75,665Net Income 2020: -$30,9622020Revenue 2021: $272,387Expenses 2021: $188,317Net Income 2021: $84,0702021Revenue 2022: $137,122Expenses 2022: $141,024Net Income 2022: -$3,9022022Revenue 2023: $306,902Expenses 2023: $120,894Net Income 2023: $186,0082023Revenue 2024: $25,766Expenses 2024: $222,016Net Income 2024: -$196,2502024

Highlighted filing

2024

Revenue$25,766
Expenses$222,016
Net Income-$196,250

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03$0.22$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.31$0.12$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.77$0.14$0.14$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.27$0.19$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.04$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.03$0.27$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.01$0.33$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.26$0.05$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.49$0.08$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.06$0.65$0.53$0.31$0.22
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.03$0.43$0.27$0.21$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.10$0.38$0.06$0.21$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.1
Gross Receipts
$43,696
Mission and Program Overview

Mission

To recapture and preserve the significance of key people who contributed to the history, growth, and development of mecklenburg county by erecting larger than life representative statues along the urban section of the little sugar creek greenway.

TO ESTABLISH A MECKLENBURG TRAIL OF HISTORY COMPRISED OF STATUES WITHIN THE CONTEXT OF THE Little Sugar Creek Greenway.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$688,904$684,672▼ $4,232
Cash and Non-Interest-Bearing Accounts$267,435$75,417▼ $192,018
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$956,339$760,089▼ $196,250
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0--
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$956,339$760,089▼ $196,250
Total Net Assets Fund Balance$956,339$760,089▼ $196,250
Total Liabilities and Net Assets / Fund Balance$956,339$760,089▼ $196,250
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scott SyfertChair
Matthew RidenhourVice Chair
Al BrownBoard Member
Beth PooveyBoard Member
Charles JonasBoard Member
Chase SaundersBoard Member
Chris ThomasBoard Member
Dan NanceBoard Member
David ZimmermanBoard Member
George EdmistonBoard Member
J Ron HankinsBoard Member
Jessica GrahamBoard Member
Larry FarberBoard Member
Sharon HarringtonBoard Member
Tony ZeissBoard Member
Tyrone HarmonBoard Member
William H McNairBoard Member
Gwen CookEx-Officio Board Member
Gary RitterSecretary
Natalie CentenoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,415
Program Service Revenue
$0
Investment Income
$1,220
Other Revenue
$-17,869
All Other Contributions
$21,245
Change in Net Assets
$-196,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,016
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$46,000-$46,000
Fees for Services Other$20,905$0$0$20,905
Advertising-$15,852-$15,852
Other Expenses$77$4,062-$4,139
Travel$542$127-$669
Office Expenses-$133-$133
Total Functional Expenses$155,842$66,174$0$222,016
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,930
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Line 18

Photocopies of the form 990 are available upon request. In addition, recent filings of the form 990 are available online at www.guidestar.org

Form 990, Part VI, Line 1A Delegate broad authority to A committee

The executive committee shall consist of no more than nine members, including the chair or chairperson, and treasurer of the corporation and chairs of each standing committee. The chair or chairperson of the corporation shall serve as chair of the executive committee. The committee shall provide the coordinating role among the trail of history directors and the parks and recreation department and mecklenburg county.

Form 990, Part VI, Line 3 Delegation of management duties

The organization hired a management company, the linen agency llc. The management company employs kendall kendrick and compensates her $46,000.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The return was provided electronically to all voting members prior to submission to the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

Board members must complete an annual disclosure of possible conflicts.

Form 990, Part VI, Line 19 Required documents available to the public

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Trail of History Inc
EIN
27-0978923
Phone
7043677030
Address
100 N Tryon Street 4700, Charlotte, NC 28202

Signing Officer

Name
Natalie Centeno
Title
Treasurer
Phone
7043677056
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML AppendixShowing 400 of 491 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/Form990PartVIISectionAGrp/PersonNm1Matthew Ridenhour
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IRS990/Form990PartVIISectionAGrp/PersonNm18Tyrone Harmon
IRS990/Form990PartVIISectionAGrp/PersonNm19William H McNair
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Ex-Officio Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
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IRS990/FormationYr02010
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IRS990/MissionDesc0TO RECAPTURE AND PRESERVE THE SIGNIFICANCE OF KEY PEOPLE WHO CONTRIBUTED TO THE HISTORY, GROWTH, AND DEVELOPMENT OF MECKLENBURG COUNTY BY ERECTING LARGER THAN LIFE REPRESENTATIVE STATUES ALONG THE URBAN SECTION OF THE LITTLE SUGAR CREEK GREENWAY.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0133
IRS990/OfficeExpensesGrp/TotalAmt0133
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IRS990/OnBehalfOfIssuerInd0false
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc1Site Prep Expenses
IRS990/OtherExpensesGrp/Desc2Maintenance Expense
IRS990/OtherExpensesGrp/Desc3Miscellaneous Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04062
IRS990/OtherExpensesGrp/ProgramServicesAmt088900
IRS990/OtherExpensesGrp/ProgramServicesAmt130528
IRS990/OtherExpensesGrp/ProgramServicesAmt214890
IRS990/OtherExpensesGrp/ProgramServicesAmt377
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IRS990/OtherExpensesGrp/TotalAmt34139
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Tony Zeiss
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYTotalExpensesAmt0120894
IRS990/PYTotalRevenueAmt0306902
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IRS990/RelatedEntityInd0false
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0688904
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0684672
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 13050.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 61.0, COLUMN F - 13111.0;
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10 Other Income
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0323103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0272134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0818385
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04702
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01636
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013050
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013111
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IRS990ScheduleA/PublicSupportPY170Pct00.70823
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IRS990ScheduleA/SubstantialContributorsTotAmt0202851
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150716
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0272134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030017
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0818385
IRS990ScheduleA/TotalSupportAmt0841429
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COMMITTEE SHALL CONSIST OF NO MORE THAN NINE MEMBERS, INCLUDING THE CHAIR OR CHAIRPERSON, AND TREASURER OF THE CORPORATION AND CHAIRS OF EACH STANDING COMMITTEE. THE CHAIR OR CHAIRPERSON OF THE CORPORATION SHALL SERVE AS CHAIR OF THE EXECUTIVE COMMITTEE. THE COMMITTEE SHALL PROVIDE THE COORDINATING ROLE AMONG THE TRAIL OF HISTORY DIRECTORS AND THE PARKS AND RECREATION DEPARTMENT AND MECKLENBURG COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HIRED A MANAGEMENT COMPANY, THE LINEN AGENCY LLC. THE MANAGEMENT COMPANY EMPLOYS KENDALL KENDRICK AND COMPENSATES HER $46,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE RETURN WAS PROVIDED ELECTRONICALLY TO ALL VOTING MEMBERS PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS MUST COMPLETE AN ANNUAL DISCLOSURE OF POSSIBLE CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 1a Delegate broad authority to a committee
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 3 Delegation of management duties
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c Conflict of interest policy

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