Civic Intelligence

Albemarle Charlottesville Historical Society

990EZ • Fiscal year 2014 • EIN 54-6052638

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profilealbemarlehistory.org
200 2nd STREET NECharlottesville, VA 22902-5245

(434) 296-1492

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

50th percentile

1.8%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-42%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$356,008

Up $6,411 (+1.8%) from 2013

Net Assets

Up

$356,008

Up $6,411 (+1.8%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Down

$91,266

Down $64,993 (-42%) from 2013

Expenses

Down

$84,855

Down $22,581 (-21%) from 2013

Net Income

Down

$6,411

Down $42,412 (-87%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2011: $267,481Net Assets 2011: $267,4812011Assets 2012: $301,736Net Assets 2012: $301,7362012Assets 2013: $349,597Net Assets 2013: $349,5972013Assets 2014: $356,008Net Assets 2014: $356,0082014Assets 2015: $360,721Liabilities 2015: $882Net Assets 2015: $359,8392015Assets 2016: $369,755Liabilities 2016: $741Net Assets 2016: $369,0142016Assets 2017: $399,103Liabilities 2017: $399Net Assets 2017: $398,7042017Assets 2018: $282,948Liabilities 2018: $3,674Net Assets 2018: $279,2742018Assets 2019: $227,889Liabilities 2019: $120Net Assets 2019: $227,7692019Assets 2020: $160,136Liabilities 2020: $2,249Net Assets 2020: $157,8872020Assets 2021: $165,527Liabilities 2021: $3,446Net Assets 2021: $162,0812021Assets 2022: $196,674Liabilities 2022: $2,776Net Assets 2022: $193,8982022Assets 2023: $228,094Liabilities 2023: $2,665Net Assets 2023: $225,4292023Assets 2024: $266,214Liabilities 2024: $7,432Net Assets 2024: $258,7822024

Highlighted filing

2014

Assets$356,008
Liabilities-
Net Assets$356,008
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $144,471Expenses 2011: $82,814Net Income 2011: $61,6572011Revenue 2012: $109,855Expenses 2012: $75,600Net Income 2012: $34,2552012Revenue 2013: $156,259Expenses 2013: $107,436Net Income 2013: $48,8232013Revenue 2014: $91,266Expenses 2014: $84,855Net Income 2014: $6,4112014Revenue 2015: $82,732Expenses 2015: $78,901Net Income 2015: $3,8312015Revenue 2016: $40,255Expenses 2016: $78,494Net Income 2016: -$38,2392016Revenue 2017: $63,409Expenses 2017: $58,250Net Income 2017: $5,1592017Revenue 2018: $47,374Expenses 2018: $142,142Net Income 2018: -$94,7682018Revenue 2019: $56,014Expenses 2019: $125,764Net Income 2019: -$69,7502019Revenue 2020: $96,099Expenses 2020: $166,783Net Income 2020: -$70,6842020Revenue 2021: $193,302Expenses 2021: $199,278Net Income 2021: -$5,9762021Revenue 2022: $368,761Expenses 2022: $332,039Net Income 2022: $36,7222022Revenue 2023: $305,957Expenses 2023: $291,225Net Income 2023: $14,7322023Revenue 2024: $407,599Expenses 2024: $315,494Net Income 2024: $92,1052024

Highlighted filing

2014

Revenue$91,266
Expenses$84,855
Net Income$6,411
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$91,266
Mission and Program Overview

Mission

The albemarle charlottesville historical society promotes an appreciation of local history so the past may shed light on the present and the future.

Educate public on local history

Program Services

DescriptionGrantsExpenses
LIBRARY REFERENCE MATERIAL WITH HISTORICAL SIGNIFINCE PROVIDED TO THE PUBLIC-$84,401
TOURS, DISPLAYS PROJECTS AND HISTORICAL LECTURES TO THE PUBLIC.--
0--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
S G MEEKSPresident-$0--
D BLUESTONEV President-$0--
R THARPETres-$0--
A KUTCHSec.-$0--
Filing and Contact Details

Filer

Filer Name
Albemarle County Historical Society
EIN
54-6052638
Phone
4342961492
Address
200 2nd STREET NE, CHARLOTTESVILLE, VA 22902-5245

Signing Officer

Name
S G Meeks
Title
President
Phone
4342961492
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Carl E Hollar Jr CPA LLC
Address
PO Box 6969, Charlottesville, VA 22906
Preparer
Carl E Hollar Jr
Phone
4348171611
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Unrealized gain on investments 17300. Miscellaneous 174.”

Form 990EZ, Part I, Line 16

“Copier 2962. Fund raising 0. Insurance 936. Dues 135. Library 513. Software 64. Meetings 0. Museum 15529. Occupancy 10430. Office 16095. Payroll 14677. Postage 1724. Professional fees 4690. Publications 10485. Staff development 2999. Telephone 1775. Oakwood cemetery project 1209. Other 177. Interest 0. Depreciation 455. Paypal”

Form 990EZ, Part II, Line 26

“Accounts payable & accrued expenses”

Form 990, Part IX, Line 24F

“Meeting & events museum staff development postage publications telephone libary”

Raw XML Appendix141 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
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IRS990EZ/ContributionsGiftsGrantsEtcAmt047942
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0S G MEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1D BLUESTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2R THARPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3A KUTCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SEC.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084855
IRS990EZ/OtherRevenueTotalAmt017474
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE PUBLIC ON LOCAL HISTORY
IRS990EZ/ProgramServiceRevenueAmt014580
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LIBRARY REFERENCE MATERIAL WITH HISTORICAL SIGNIFINCE PROVIDED TO THE PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TOURS, DISPLAYS PROJECTS AND HISTORICAL LECTURES TO THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt084401
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084855
IRS990EZ/TotalProgramServiceExpensesAmt084401
IRS990EZ/TotalRevenueAmt091266
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0albemarlehistory.org
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0127168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0344190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07084
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020738
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00.94320
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.94030
IRS990ScheduleA/PublicSupportTotal170Amt0344190
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047942
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0127168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082170
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0344190
IRS990ScheduleA/TotalSupportAmt0364928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVESTMENTS 17300. MISCELLANEOUS 174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIER 2962. FUND RAISING 0. INSURANCE 936. DUES 135. LIBRARY 513. SOFTWARE 64. MEETINGS 0. MUSEUM 15529. OCCUPANCY 10430. OFFICE 16095. PAYROLL 14677. POSTAGE 1724. PROFESSIONAL FEES 4690. PUBLICATIONS 10485. STAFF DEVELOPMENT 2999. TELEPHONE 1775. OAKWOOD CEMETERY PROJECT 1209. OTHER 177. INTEREST 0. DEPRECIATION 455. PAYPAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE & ACCRUED EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING & EVENTS MUSEUM STAFF DEVELOPMENT POSTAGE PUBLICATIONS TELEPHONE LIBARY
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
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ReturnHeader/BusinessOfficerGrp/PhoneNum04342961492
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ReturnHeader/Filer/EIN0546052638
ReturnHeader/Filer/PhoneNum04342961492
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 6969
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlottesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022906
ReturnHeader/PreparerPersonGrp/PhoneNum04348171611
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL E HOLLAR JR
ReturnHeader/ReturnTs02015-05-12T06:59:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$356,008
Liabilities
-
Net assets
$356,008
Revenue
$91,266
Expenses
$84,855
Net income
$6,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.07$2.59$4.08$3.15$0.92
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.03$2.25$3.06$2.91$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.03$1.94$3.69$3.32$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.62$1.93$1.99$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.02$1.58$0.96$1.67$0.71
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.56$1.26$0.70
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.04$2.79$0.47$1.42$0.95
2017Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.63$0.58$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.01$3.69$0.40$0.78$0.38
2015Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.60$0.83$0.79$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.56$3.56$0.91$0.85$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.50$3.50$1.56$1.07$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$3.02$1.10$0.76$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$2.67$1.44$0.83$0.62