Civic Intelligence

Bristol Historical Association Inc

EIN 52-1270392 • 501(c)3 • Bristol, VA

Profile

To identify, preserve, interpret and present local history.

PO Box 204Bristol, VA 24202

n/A

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

5.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$486,945

Up $31,216 (+6.8%) from 2023

Liabilities

Down

$1,017

Down $203 (-17%) from 2023

Net Assets

Up

$485,928

Up $31,419 (+6.9%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin89th percentile

Revenue

Up

$85,910

Up $33,328 (+63%) from 2023

Expenses

Up

$54,491

Up $26,450 (+94%) from 2023

Net Income

Up

$31,419

Up $6,878 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $489,002Liabilities 2010: $20Net Assets 2010: $488,9822010Assets 2011: $540,561Liabilities 2011: $93Net Assets 2011: $540,4682011Assets 2012: $571,094Liabilities 2012: $226Net Assets 2012: $570,8682012Assets 2013: $576,339Liabilities 2013: $271Net Assets 2013: $576,0682013Assets 2014: $644,311Liabilities 2014: $923Net Assets 2014: $643,3882014Assets 2015: $639,838Liabilities 2015: $655Net Assets 2015: $639,1832015Assets 2016: $421,626Liabilities 2016: $1,141Net Assets 2016: $420,4852016Assets 2017: $393,632Liabilities 2017: $1,028Net Assets 2017: $392,6042017Assets 2018: $392,434Liabilities 2018: $939Net Assets 2018: $391,4952018Assets 2019: $406,971Liabilities 2019: $1,107Net Assets 2019: $405,8642019Assets 2020: $400,191Liabilities 2020: $138Net Assets 2020: $400,0532020Assets 2021: $410,226Liabilities 2021: $1,263Net Assets 2021: $408,9632021Assets 2022: $431,093Liabilities 2022: $1,125Net Assets 2022: $429,9682022Assets 2023: $455,729Liabilities 2023: $1,220Net Assets 2023: $454,5092023Assets 2024: $486,945Liabilities 2024: $1,017Net Assets 2024: $485,9282024

Highlighted filing

2024

Assets$486,945
Liabilities$1,017
Net Assets$485,928
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$100K$0-$100K-$200K-$300KRevenue 2010: $13,867Expenses 2010: $36,204Net Income 2010: -$22,3372010Expenses 2011: $28,3382011Expenses 2012: $43,2812012Revenue 2013: $72,799Expenses 2013: $70,617Net Income 2013: $2,1822013Revenue 2014: $115,083Expenses 2014: $47,763Net Income 2014: $67,3202014Revenue 2015: $39,070Expenses 2015: $28,379Net Income 2015: $10,6912015Revenue 2016: -$176,270Expenses 2016: $42,427Net Income 2016: -$218,6972016Revenue 2017: $23,688Expenses 2017: $51,569Net Income 2017: -$27,8812017Revenue 2018: $25,367Expenses 2018: $26,476Net Income 2018: -$1,1092018Revenue 2019: $32,179Expenses 2019: $17,810Net Income 2019: $14,3692019Revenue 2020: $11,364Expenses 2020: $17,175Net Income 2020: -$5,8112020Revenue 2021: $30,165Expenses 2021: $21,255Net Income 2021: $8,9102021Revenue 2022: $36,880Expenses 2022: $15,875Net Income 2022: $21,0052022Revenue 2023: $52,582Expenses 2023: $28,041Net Income 2023: $24,5412023Revenue 2024: $85,910Expenses 2024: $54,491Net Income 2024: $31,4192024

Highlighted filing

2024

Revenue$85,910
Expenses$54,491
Net Income$31,419
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$486,945
Liabilities
$1,017
Net assets
$485,928
Revenue
$85,910
Expenses
$54,491
Net income
$31,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.87$0.01$4.86$0.86$0.54$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.01$4.55$0.53$0.28$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.01$4.30$0.37$0.16$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.10$0.01$4.09$0.30$0.21$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.11$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$0.32$0.18$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.92$0.01$3.91$0.25$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.01$3.93$0.24$0.52$0.28
2016Detailed filing. Detailed filing data is available for this year.$4.22$0.01$4.20$1.76$0.42$2.19
2015Detailed filing. Detailed filing data is available for this year.$6.40$0.01$6.39$0.39$0.28$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.44$0.01$6.43$1.15$0.48$0.67
2013Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.73$0.71$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.00$5.71$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.00$5.40$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.00$4.89$0.14$0.36$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 22, 2025
Return Version
2024v5.0
Gross Receipts
$89,863
Mission and Program Overview

Mission

To identify, preserve, interpret and present local history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$200,737$233,245▲ $32,508
Land, Buildings, and Equipment, Net$144,261$142,969▼ $1,292
Savings and Temporary Cash Investments$100,741$100,741→ $0
Inventories for Sale or Use$9,990$9,990→ $0
Total Assets$455,729$486,945▲ $31,216
Liabilities
Accounts Payable and Accrued Expenses$1,220$1,017▼ $203
Total Liabilities$1,220$1,017▼ $203
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$436,184$467,520▲ $31,336
Net Assets With Donor Restrictions$18,325$18,408▲ $83
Total Net Assets Fund Balance$454,509$485,928▲ $31,419
Total Liabilities and Net Assets / Fund Balance$455,729$486,945▲ $31,216

Asset Categories

AssetBook ValueDepreciationBasis
Land$110,000-$110,000
Buildings$32,969$69,037$102,006
Equipment-$2,643$2,643
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Alice HoffstaterDirector
Angela HopkinsDirector
Bill WhisnantDirector
Brenda OtisDirector
Carter MilesDirector
Daniel ShewDirector
Jan RaineroDirector
Jennifer SurberDirector
Joyce KistnerDirector
Linda BrittleDirector
Sid OakleyDirector
Tim BuchananDirector
Tom RogersDirector
Vickie MitorajDirector
Charles FlannaganPast Pres
Barbara SmithPres
Dreama ChapmanSec
Patricia BucklesSec
Wilma GillTreasurer
Amy HopperVP
Judy SlaughterVP
Linda KirkVP
Revenue and Support

Revenue Composition

Contributions and Grants
$71,022
Program Service Revenue
$8,640
Investment Income
$3,934
Other Revenue
$2,314
All Other Contributions
$60,657
Change in Net Assets
$31,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,491
Total Fundraising Expense$3,225
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$6,887--$6,887
Insurance$4,706--$4,706
Conferences and Meetings--$3,225$3,225
Depreciation Depletion$1,292--$1,292
All Other Expenses$465$310-$775
Office Expenses-$575-$575
Fees for Services Accounting-$400-$400
Other Expenses$158--$158
Total Functional Expenses$49,981$1,285$3,225$54,491
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Treasurer may approve filing then present at next board meeting.”

Governing documents etc available to public Part VI line 19

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Bristol Historical Association Inc
EIN
52-1270392
In Care Of
% Wilma Gill
Phone
4237642686
Address
PO Box 204, Bristol, VA 24202

Signing Officer

Name
Wilma Gill
Title
Treasurer
Phone
2766695720
Signed
2025-01-22
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
22

Preparer

Firm
David E Warren CPA
Address
301 8th St, Bristol, TN 37620
Preparer
David E Warren CPA
Phone
4235739015
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding”

List of other expenses Part IX line 24E

“Maintenance expenses”

Raw XML AppendixShowing 400 of 504 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/PersonNm1Carter Miles
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IRS990/Form990PartVIISectionAGrp/PersonNm16Wilma Gill
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IRS990/Form990PartVIISectionAGrp/PersonNm19Linda Kirk
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