Civic Intelligence

Mary Ball Washington Museum & Library Inc.

EIN 54-0975119 • 501(c)3 • Lancaster, VA

Pub. 78 Eligible

Profile

Exhibition of historical artifacts, provision of genealogical research services, provision of a research library and educational outreach programs.

Post Office Box 97Lancaster, VA 22503

www.lancastervahistory.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

21st percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

61%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,663,138

Up $223,119 (+15%) from 2024

Liabilities

Up

$66

Up $40 (+154%) from 2024

Net Assets

Up

$1,663,072

Up $223,079 (+15%) from 2024

Revenue

Up

$412,999

Up $156,368 (+61%) from 2024

Expenses

Up

$209,059

Up $32,298 (+18%) from 2024

Net Income

Up

$203,940

Up $124,070 (+155%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,064,364Liabilities 2011: $0Net Assets 2011: $1,064,3642011Assets 2012: $1,043,089Liabilities 2012: $0Net Assets 2012: $1,043,0892012Assets 2013: $1,053,430Liabilities 2013: $1,143Net Assets 2013: $1,052,2872013Assets 2014: $1,103,115Liabilities 2014: $34,512Net Assets 2014: $1,068,6032014Assets 2015: $1,124,320Liabilities 2015: $59,992Net Assets 2015: $1,064,3282015Assets 2016: $1,065,022Liabilities 2016: $31,036Net Assets 2016: $1,033,9862016Assets 2017: $1,322,876Liabilities 2017: $171,425Net Assets 2017: $1,151,4512017Assets 2018: $1,316,757Liabilities 2018: $166,768Net Assets 2018: $1,149,9892018Assets 2019: $1,362,329Liabilities 2019: $168,389Net Assets 2019: $1,193,9402019Assets 2020: $1,427,548Liabilities 2020: $162,142Net Assets 2020: $1,265,4062020Assets 2021: $1,387,067Liabilities 2021: $2,044Net Assets 2021: $1,385,0232021Assets 2022: $1,359,748Liabilities 2022: $42Net Assets 2022: $1,359,7062022Assets 2023: $1,336,781Liabilities 2023: $2,540Net Assets 2023: $1,334,2412023Assets 2024: $1,440,019Liabilities 2024: $26Net Assets 2024: $1,439,9932024Assets 2025: $1,663,138Liabilities 2025: $66Net Assets 2025: $1,663,0722025

Highlighted filing

2025

Assets$1,663,138
Liabilities$66
Net Assets$1,663,072

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $117,382Expenses 2011: $113,561Net Income 2011: $3,8212011Revenue 2012: $113,327Expenses 2012: $106,010Net Income 2012: $7,3172012Expenses 2013: $116,9662013Revenue 2014: $143,364Expenses 2014: $161,625Net Income 2014: -$18,2612014Revenue 2015: $214,402Expenses 2015: $176,758Net Income 2015: $37,6442015Revenue 2016: $145,218Expenses 2016: $145,401Net Income 2016: -$1832016Revenue 2017: $234,590Expenses 2017: $138,820Net Income 2017: $95,7702017Revenue 2018: $154,395Expenses 2018: $147,800Net Income 2018: $6,5952018Revenue 2019: $197,415Expenses 2019: $149,912Net Income 2019: $47,5032019Revenue 2020: $264,884Expenses 2020: $165,379Net Income 2020: $99,5052020Revenue 2021: $179,147Expenses 2021: $147,394Net Income 2021: $31,7532021Revenue 2022: $264,550Expenses 2022: $154,679Net Income 2022: $109,8712022Revenue 2023: $104,820Expenses 2023: $168,248Net Income 2023: -$63,4282023Revenue 2024: $256,631Expenses 2024: $176,761Net Income 2024: $79,8702024Revenue 2025: $412,999Expenses 2025: $209,059Net Income 2025: $203,9402025

Highlighted filing

2025

Revenue$412,999
Expenses$209,059
Net Income$203,940

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.41$0.21$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.26$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.33$0.10$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.26$0.15$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.18$0.15$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.16$1.27$0.26$0.17$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.17$1.19$0.20$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.17$1.15$0.15$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.17$1.15$0.23$0.14$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.03$1.03$0.15$0.15$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.06$1.06$0.21$0.18$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.07$0.14$0.16$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.12
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.11$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.12$0.11$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 17, 2026
Return Version
2024v5.0
Gross Receipts
$488,131
Mission and Program Overview

Mission

Exhibition of historical artifacts, provision of genealogical research services, provision of a research library and educational outreach programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$805,340$1,038,788▲ $233,448
Investments in Publicly Traded Securities$409,528$451,578▲ $42,050
Savings and Temporary Cash Investments$137,224$87,839▼ $49,385
Cash and Non-Interest-Bearing Accounts$83,139$79,615▼ $3,524
Inventories for Sale or Use$4,788$5,318▲ $530
Total Assets$1,440,019$1,663,138▲ $223,119
Liabilities
Other Liabilities$26$66▲ $40
Total Liabilities$26$66▲ $40
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,223,098$1,480,940▲ $257,842
Net Assets With Donor Restrictions$216,895$182,132▼ $34,763
Total Net Assets Fund Balance$1,439,993$1,663,072▲ $223,079
Total Liabilities and Net Assets / Fund Balance$1,440,019$1,663,138▲ $223,119

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$939,362$62,950$1,002,312
Land$84,000-$84,000
Equipment$15,426$22,406$37,832
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$367,034
Program Service Revenue
$4,951
Investment Income
$27,365
Other Revenue
$13,649
All Other Contributions
$348,193
Change in Net Assets
$203,940

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$209,600
Total Noncash Contributions1$209,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,654
Salaries, Compensation, and Employee Benefits$90,405
Total Fundraising Expense$5,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,659$5,802$2,901$77,362
Occupancy$48,078$3,398$1,699$53,175
Depreciation Depletion$21,773--$21,773
Information Technology$6,342$1,119-$7,461
Payroll Taxes$5,044$593$297$5,934
Other Employee Benefits$4,070$479$239$4,788
Fees for Services Accounting-$4,553-$4,553
Fees for Service Investment Mgmnt Fees-$3,814-$3,814
Insurance$1,897$1,898-$3,795
Office Expenses$1,444$1,444-$2,888
Pension Plan Contributions$1,973$232$116$2,321
All Other Expenses$1,761$174-$1,935
Other Expenses$751$982-$751
Advertising$585--$585
Total Functional Expenses$179,319$24,488$5,252$209,059
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,614
Fundraising Direct Expenses$5,923
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$11,000$9,890$938$8,952
Total Events$11,000$9,890$5,400$4,490
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax and Accruals$66
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Organized with one class of members.

Form 990, Page 6, Part VI, Line 7A

The members annually elect the board of directors.

Form 990, Page 6, Part VI, Line 7B

The members have the power to amend the corporate bylaws.

Form 990, Page 6, Part VI, Line 11B

Copies of form 990 are provided to all voting members electronically before filing. The executive director emails all board members a link to a restricted website where the entire form 990 can be viewed and notifies them of a designated period for review and comment. Form 990 is subsequently approved and filed by a committee consisting of the executive director, president, and treasurer. The action of the committee is reported and entered into the minutes at the next regular meeting of the full board.

Form 990, Page 6, Part VI, Line 12C

Each board member signs an annual written disclosure of interests policy. All disclosures of interest are kept on file and monitored by the executive committee.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are on file at the organization's administrative office. The public can review them in this office by requesting an appointment with the museum manager or president.

Filing and Contact Details

Filer

Filer Name
Mary Ball Washington Museum and
EIN
54-0975119
Phone
8044627280
Address
POST OFFICE BOX 97, LANCASTER, VA 22503
Doing Business As
Lancaster Virginia Historical Soc

Signing Officer

Name
Alexis Forrester
Title
President
Phone
8044627280
Signed
2026-02-17

Organization Details

Principal Officer
Alexis Forrester
Formed
1958
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
65

Preparer

Firm
Dehnert Clarke & Co Pc
Address
PO BOX 420, IRVINGTON, VA 22480
Preparer
Craig H Giese
Phone
8044385656
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

Lancaster virginia historical society

Form 990, Part XI, Line 9

UNREALIZED GAIN 19,139

Raw XML AppendixShowing 400 of 553 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EXHIBITION OF HISTORICAL ARTIFACTS, PROVISION OF GENEALOGICAL RESEARCH SERVICES, PROVISION OF A RESEARCH LIBRARY AND EDUCATIONAL OUTREACH PROGRAMS.
IRS990/AdvertisingGrp/ProgramServicesAmt0585
IRS990/AdvertisingGrp/TotalAmt0585
IRS990/AllOtherContributionsAmt0348193
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0174
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01761
IRS990/AllOtherExpensesGrp/TotalAmt01935
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0EXECUTIVE DIRECTOR
IRS990/BooksInCareOfDetail/PhoneNum08044627280
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 97
IRS990/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022503
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt083139
IRS990/CashNonInterestBearingGrp/EOYAmt079615
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt01110
IRS990/CostOfGoodsSoldAmt03155
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0367034
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt027365
IRS990/CYOtherExpensesAmt0118654
IRS990/CYOtherRevenueAmt013649
IRS990/CYProgramServiceRevenueAmt04951
IRS990/CYRevenuesLessExpensesAmt0203940
IRS990/CYSalariesCompEmpBnftPaidAmt090405
IRS990/CYTotalExpensesAmt0209059
IRS990/CYTotalFundraisingExpenseAmt05252
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0412999
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021773
IRS990/DepreciationDepletionGrp/TotalAmt021773
IRS990/Desc0MARY BALL MUSEUM AND LIBRARY EXECUTED COLLECTIONS MANAGEMENT PROCEDURES TO PROPERLY DOCUMENT, PRESERVE, STORE, AND DISPLAY ITS HISTORICAL OBJECTS AND ARCHIVAL RECORDS. IT ORGANIZED AND PRESENTED MUSEUM EXHIBITS ON LOCAL HISTORY TOPICS. IT MAINTAINED SEVERAL HISTORIC BUILDINGS AND LANDSCAPES WITHIN A NATIONALLY-REGISTERED HISTORIC DISTRICT AND OPERATED THE MUSEUM BUILDINGS AND EXHIBIT GALLERIES TO THE PUBLIC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0LANCASTER VIRGINIA HISTORICAL SOC
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0216895
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0182132
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0141200
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04553
IRS990/FeesForServicesAccountingGrp/TotalAmt04553
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03814
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03814
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEXIS FORRESTER
IRS990/Form990PartVIISectionAGrp/PersonNm1BETTY PETTYJOHN
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROLYN COOK
IRS990/Form990PartVIISectionAGrp/PersonNm3AMMON G DUNTON JR
IRS990/Form990PartVIISectionAGrp/PersonNm4MARGARET FORRESTER
IRS990/Form990PartVIISectionAGrp/PersonNm5GARFIELD PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm6DENISE MAZYCK
IRS990/Form990PartVIISectionAGrp/PersonNm7VERA LEE
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES M LONG
IRS990/Form990PartVIISectionAGrp/PersonNm9HELEN PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm10ANN HARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm11LOIS CRANE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm12REV TYRON D WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm13ALICE COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm14JASON BELLOWS
IRS990/Form990PartVIISectionAGrp/PersonNm15SHARON HODGES
IRS990/Form990PartVIISectionAGrp/PersonNm16CATHERINE BENNETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt01110
IRS990/FundraisingDirectExpensesAmt05923
IRS990/FundraisingGrossIncomeAmt015614
IRS990/GainOrLossGrp/OtherAmt019095
IRS990/GainOrLossGrp/SecuritiesAmt0-2232
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt04500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt019095
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt063822
IRS990/GrossReceiptsAmt0488131
IRS990/GrossSalesOfInventoryAmt07113
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01119
IRS990/InformationTechnologyGrp/ProgramServicesAmt06342
IRS990/InformationTechnologyGrp/TotalAmt07461
IRS990/InsuranceGrp/ManagementAndGeneralAmt01898
IRS990/InsuranceGrp/ProgramServicesAmt01897
IRS990/InsuranceGrp/TotalAmt03795
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04788
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05318
IRS990/InvestmentIncomeGrp/ExclusionAmt010502
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010502
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0409528
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0451578
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt085356
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0805340
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01038788
IRS990/LandBldgEquipCostOrOtherBssAmt01124144
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt066054
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt013231
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EXHIBITION OF HISTORICAL ARTIFACTS, PROVISION OF GENEALOGICAL RESEARCH SERVICES, PROVISION OF A RESEARCH LIBRARY AND EDUCATIONAL OUTREACH PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01439993
IRS990/NetAssetsOrFundBalancesEOYAmt01663072
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016863
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016863
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09691
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03958
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03958
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01223098
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01480940
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0209600
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01699
IRS990/OccupancyGrp/ManagementAndGeneralAmt03398
IRS990/OccupancyGrp/ProgramServicesAmt048078
IRS990/OccupancyGrp/TotalAmt053175
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01444
IRS990/OfficeExpensesGrp/ProgramServicesAmt01444
IRS990/OfficeExpensesGrp/TotalAmt02888
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt019139
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0239
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0479
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04070
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04788
IRS990/OtherExpensesGrp/Desc0CHILTON HOUSE
IRS990/OtherExpensesGrp/Desc1STORAGE UNIT
IRS990/OtherExpensesGrp/Desc2GENERAL ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc3TRAVEL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0982
IRS990/OtherExpensesGrp/ProgramServicesAmt015802
IRS990/OtherExpensesGrp/ProgramServicesAmt11140
IRS990/OtherExpensesGrp/ProgramServicesAmt2751
IRS990/OtherExpensesGrp/TotalAmt015802
IRS990/OtherExpensesGrp/TotalAmt11140
IRS990/OtherExpensesGrp/TotalAmt2982
IRS990/OtherExpensesGrp/TotalAmt3751
IRS990/OtherLiabilitiesGrp/BOYAmt026
IRS990/OtherLiabilitiesGrp/EOYAmt066
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02901
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05802
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt068659
IRS990/OtherSalariesAndWagesGrp/TotalAmt077362
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0297
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0593
IRS990/PayrollTaxesGrp/ProgramServicesAmt05044
IRS990/PayrollTaxesGrp/TotalAmt05934
IRS990/PensionPlanContributionsGrp/FundraisingAmt0116
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0232
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01973
IRS990/PensionPlanContributionsGrp/TotalAmt02321
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALEXIS FORRESTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LIBRARY AND COPY FEES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2ADMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03897
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1759
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1759
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2295
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATED ITS GENEALOGY AND HISTORY RESEARCH LIBRARY TO THE PUBLIC. IT INCREASED ITS PRINT, DIGITAL, AND ONLINE HOLDINGS THROUGH NEW BOOK PURCHASES, JOURNAL SUBSCRIPTIONS, RECEIPT OF BOOK DONATIONS, AND EXPANSION OF DATABASES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt018630
IRS990/ProgSrvcAccomActy3Grp/Desc0PRESENTED MANY EDUCATIONAL PROGRAMS FOR THE GENERAL PUBLIC ABOUT AREA HISTORY, GENEALOGY, AND HISTORIC PRESERVATION. THESE INCLUDED SCHOLARLY LECTURES, LOCAL AUTHOR TALKS, LIVING HISTORY DEMONSTRATIONS, AREA SITE VISITS, AND PUBLISHED RESEARCH ARTICLES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019489
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0215228
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt027392
IRS990/PYOtherExpensesAmt086974
IRS990/PYOtherRevenueAmt011025
IRS990/PYProgramServiceRevenueAmt02986
IRS990/PYRevenuesLessExpensesAmt079870
IRS990/PYSalariesCompEmpBnftPaidAmt089787
IRS990/PYTotalExpensesAmt0176761
IRS990/PYTotalRevenueAmt0256631
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0203940
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137224
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0367034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0215228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0177333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0179522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0257545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01196662
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010502
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09393
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05200
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt045908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0129567
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt03600
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010502
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09393
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt045908
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96670
IRS990ScheduleA/PublicSupportPY509Pct00.96430
IRS990ScheduleA/PublicSupportTotal509Amt01330729
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0394712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0239467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0202235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0210999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0283316
IRS990ScheduleA/Total509Grp/TotalAmt01330729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0405214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0248860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0211905

Document Assets

No mirrored PDF or thumbnail assets are attached yet.