Civic Intelligence

Culpeper Cavalry Museum T/A Museum of Culpeper History

990 • Fiscal year 2019 • EIN 51-0213433

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

113 South Commerce StreetCulpeper, VA 22701

(540) 825-1749

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

97th percentile

162%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

201%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,024,718

Up $633,610 (+162%) from 2018

Net Assets

Up

$1,022,032

Up $633,747 (+163%) from 2018

Liabilities

Down

$2,686

Down $137 (-4.9%) from 2018

Revenue

Up

$685,700

Up $457,843 (+201%) from 2018

Expenses

Down

$110,393

Down $10,296 (-8.5%) from 2018

Net Income

Up

$575,307

Up $468,139 (+437%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $375,273Liabilities 2011: $1,804Net Assets 2011: $373,4692011Assets 2012: $333,191Liabilities 2012: $2,268Net Assets 2012: $330,9232012Assets 2013: $340,519Liabilities 2013: $2,351Net Assets 2013: $338,1682013Assets 2014: $405,809Liabilities 2014: $2,468Net Assets 2014: $403,3412014Assets 2015: $223,498Liabilities 2015: $3,957Net Assets 2015: $219,5412015Assets 2016: $253,758Liabilities 2016: $3,076Net Assets 2016: $250,6822016Assets 2017: $283,355Liabilities 2017: $4,459Net Assets 2017: $278,8962017Assets 2018: $391,108Liabilities 2018: $2,823Net Assets 2018: $388,2852018Assets 2019: $1,024,718Liabilities 2019: $2,686Net Assets 2019: $1,022,0322019Assets 2020: $1,042,396Liabilities 2020: $20,463Net Assets 2020: $1,021,9332020Assets 2021: $1,365,088Liabilities 2021: $19,325Net Assets 2021: $1,345,7632021Assets 2022: $1,240,022Liabilities 2022: $3,516Net Assets 2022: $1,236,5062022Assets 2023: $1,372,454Liabilities 2023: $2,964Net Assets 2023: $1,369,4902023Assets 2024: $1,490,171Liabilities 2024: $1,742Net Assets 2024: $1,488,4292024Assets 2025: $1,630,889Liabilities 2025: $5,055Net Assets 2025: $1,625,8342025

Highlighted filing

2019

Assets$1,024,718
Liabilities$2,686
Net Assets$1,022,032

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $154,3172011Expenses 2012: $152,2372012Expenses 2013: $142,2342013Revenue 2014: $213,656Expenses 2014: $148,483Net Income 2014: $65,1732014Revenue 2015: -$53,667Expenses 2015: $130,133Net Income 2015: -$183,8002015Revenue 2016: $155,780Expenses 2016: $124,639Net Income 2016: $31,1412016Revenue 2017: $150,694Expenses 2017: $122,480Net Income 2017: $28,2142017Revenue 2018: $227,857Expenses 2018: $120,689Net Income 2018: $107,1682018Revenue 2019: $685,700Expenses 2019: $110,393Net Income 2019: $575,3072019Revenue 2020: $236,368Expenses 2020: $119,571Net Income 2020: $116,7972020Revenue 2021: $175,901Expenses 2021: $109,912Net Income 2021: $65,9892021Revenue 2022: $227,671Expenses 2022: $107,807Net Income 2022: $119,8642022Revenue 2023: $155,737Expenses 2023: $119,088Net Income 2023: $36,6492023Revenue 2024: $168,752Expenses 2024: $154,517Net Income 2024: $14,2352024Revenue 2025: $224,163Expenses 2025: $154,417Net Income 2025: $69,7462025

Highlighted filing

2019

Revenue$685,700
Expenses$110,393
Net Income$575,307
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$702,231
Mission and Program Overview

Mission

To actively promote an awareness of history for residents and visitors through education, interpretation, presentation and preservation.

The mission of the museum of culpeper history is to collect, preserve, interpret and promote the history of culpeper by engaging diverse audiences and educating visitors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$388,285$1,022,032▲ $633,747
Savings and Temporary Cash Investments$290,917$922,351▲ $631,434
Land, Buildings, and Equipment, Net$69,510$65,800▼ $3,710
Cash and Non-Interest-Bearing Accounts$15,188$19,111▲ $3,923
Inventories for Sale or Use$15,493$17,456▲ $1,963
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$391,108$1,024,718▲ $633,610
Liabilities
Other Liabilities$2,064$2,187▲ $123
Accounts Payable and Accrued Expenses$759$499▼ $260
Total Liabilities$2,823$2,686▼ $137
Net Assets / Fund Balance
Total Net Assets Fund Balance$388,285$1,022,032▲ $633,747
Total Liabilities and Net Assets / Fund Balance$391,108$1,024,718▲ $633,610

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$65,779$80,720$146,499
Other Land Buildings$21$74,278$74,299
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancie HowdenPresident
David DurrVice President
Charles JamesonBoard Member
Diane MorrisBoard Member
George DasherBoard Member
Greg BorysBoard Member
Lynn NelsonBoard Member
Bill ChaseCounty Supervisor Rep
ELIZABETH O'REILLYFinancial Officer
Joe WeldSecretary
Keith PriceTown Representative
Dale DuvallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$625,144
Program Service Revenue
$9,107
Investment Income
$27,773
Other Revenue
$23,676
All Other Contributions
$20,490
Change in Net Assets
$575,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$80,903
Other Expenses$29,490
Total Fundraising Expense$20,226
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,059$26,302$18,787$75,148
Occupancy$4,614$1,538-$6,152
Payroll Taxes$2,302$2,014$1,439$5,755
Depreciation Depletion$3,710--$3,710
Fees for Services Accounting$2,623$874-$3,497
Office Expenses$1,586$529-$2,115
All Other Expenses$869$251-$1,120
Other Expenses$768$256-$1,024
Total Functional Expenses$55,591$34,576$20,226$110,393
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,358
Fundraising Direct Expenses$10,339
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
Payroll Taxes$2,187
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Board reviews return prior to filing.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and fiancial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Culpeper Cavalry Museum
EIN
51-0213433
Phone
5408251749
Address
113 SOUTH COMMERCE STREET, CULPEPER, VA 22701

Signing Officer

Name
Morgan Pierce
Title
Executive Director
Phone
5408291749
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morgan Pierce
Formed
1975
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
40

Preparer

Firm
Yount Hyde & Barbour Pc
Address
1100 SUNSET LANE SUITE 1310, CULPEPER, VA 22701
Preparer
Chris Pearson CPA
Phone
5408256050
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

The museum of culpeper history owns a wide variety of objects relating to the whole range of culpeper history, including, but not limited to, fossils, dinosaur prints, military weapons, archaeological artifacts, native american tools, period costumes, and hand-written documents, maps, paintings, a large photo collection, toys, decoractive art items, textiles, silver, porcelains, and prints. All of these artifacts relate to some aspect of the history of our town and county; hence, they act as interpretative pieces in the museum's public programs.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08233
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1874
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0189561
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07111
IRS990/PYOtherExpensesAmt039647
IRS990/PYOtherRevenueAmt021044
IRS990/PYProgramServiceRevenueAmt010141
IRS990/PYRevenuesLessExpensesAmt0107168
IRS990/PYSalariesCompEmpBnftPaidAmt081042
IRS990/PYTotalExpensesAmt0120689
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0227857
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0575307
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014764
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0290917
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0922351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0625144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0189561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0122833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0116319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0115086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01168943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0383
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt036365
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt024490
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53960
IRS990ScheduleA/PublicSupportTotal170Amt0650329
IRS990ScheduleA/SubstantialContributorsTotAmt0518614
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0625144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0189561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0122833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0115086
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01168943
IRS990ScheduleA/TotalSupportAmt01205308
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt065779
IRS990ScheduleD/BuildingsGrp/DepreciationAmt080720
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0146499
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt074278
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt074299
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02187
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MUSEUM OF CULPEPER HISTORY OWNS A WIDE VARIETY OF OBJECTS RELATING TO THE WHOLE RANGE OF CULPEPER HISTORY, INCLUDING, BUT NOT LIMITED TO, FOSSILS, DINOSAUR PRINTS, MILITARY WEAPONS, ARCHAEOLOGICAL ARTIFACTS, NATIVE AMERICAN TOOLS, PERIOD COSTUMES, AND HAND-WRITTEN DOCUMENTS, MAPS, PAINTINGS, A LARGE PHOTO COLLECTION, TOYS, DECORACTIVE ART ITEMS, TEXTILES, SILVER, PORCELAINS, AND PRINTS. ALL OF THESE ARTIFACTS RELATE TO SOME ASPECT OF THE HISTORY OF OUR TOWN AND COUNTY; HENCE, THEY ACT AS INTERPRETATIVE PIECES IN THE MUSEUM'S PUBLIC PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt065800
IRS990ScheduleD/TotalLiabilityAmt02187
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD REVIEWS RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FIANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0391108
IRS990/TotalAssetsEOYAmt01024718
IRS990/TotalAssetsGrp/BOYAmt0391108
IRS990/TotalAssetsGrp/EOYAmt01024718
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0625144
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020226
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034576
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055591
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110393
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02823
IRS990/TotalLiabilitiesEOYAmt02686
IRS990/TotalLiabilitiesGrp/BOYAmt02823
IRS990/TotalLiabilitiesGrp/EOYAmt02686
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0388285
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01022032
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055591
IRS990/TotalProgramServiceRevenueAmt09107
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045792
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014764
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0685700
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0391108
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01024718
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0113 S COMMERCE ST
IRS990/USAddress/CityNm0CULPEPER
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022701
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.01$1.63$0.22$0.15$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.17$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.16$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.23$0.11$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.02$1.35$0.18$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.02$1.02$0.24$0.12$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.69$0.11$0.58
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.23$0.12$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.15$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.16$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.05$0.13$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.40$0.21$0.15$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.37$0.15