Civic Intelligence

Albemarle Charlottesville Historical Society

990EZ • Fiscal year 2015 • EIN 54-6052638

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

53rd percentile

4.6%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-9.4%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$360,721

Up $4,713 (+1.3%) from 2014

Net Assets

Up

$359,839

Up $3,831 (+1.1%) from 2014

Liabilities

$882

No earlier filing loaded for comparison.

Revenue

Down

$82,732

Down $8,534 (-9.4%) from 2014

Expenses

Down

$78,901

Down $5,954 (-7.0%) from 2014

Net Income

Down

$3,831

Down $2,580 (-40%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$360,721
Liabilities$882
Net Assets$359,839

Operations Trend

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

2015

Revenue$82,732
Expenses$78,901
Net Income$3,831
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.1
Gross Receipts
$82,732
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.

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

Program Services

DescriptionGrantsExpenses
HISTORY PROGRAMS - 1) CONDUCTING PROGRAMS TO HIGHLIGHT OUR HISTORY, INCLUDING LECTURES, MEETINGS, EXHIBITIONS, AND OTHER EVENTS SUCH AS THE ANNUAL "SPIRIT WALK," WHERE HISTORY IS BROUGHT TO LIFE BY RE-ENACTORS PORTRAYING LOCAL HISTORIC FIGURES AND 2) ENCOURAGING RESEARCH OF OUR LOCAL HISTORY (ESPECIALLY WITH REGARDS TO ITS RELATIONSHIP TO AMERICAN AND INTERNATIONAL HISTORY) BY SPONSORING SUCH ACTIVITIES AS ANNUAL ESSAY CONTESTS. DURING 2015, 29 VOLUNTEERS PROVIDED 1,510 HOURS OF TIME TO CARRY OUT THESE ACTIVITIES.-$7,568
PUBLISHING NEWSLETTERS AND AN ANNUAL MAGAZINE TO HIGHLIGHT ONGOING HISTORICAL ACTIVITIES-$6,632
EXHIBITS AND COLLECTIONS - 1) FACILITATING THE COLLECTION AND PRESERVATION OF MANUSCRIPTS, AND OTHER PRINTED MATERIALS, AND ARTIFACTS RELATING TO THE HISTORY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY AND 2) EXHIBITING AND HOUSING SUCH MATERIALS IN OUR SOCIETY'S MUSEUM AND LIBRARY, AVAILABLE TO THE PUBLIC. DURING 2015, 17 VOLUNTEERS PROVIDED 5,730 HOURS OF TIME TO CARRY OUT THESE ACTIVITIES.-$4,944
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN G MEEKSPresidentFT$0--
AMANDA KUTCHVP, TreasurePT$0--
AGNUS ARRINGTONDirector-$0--
DANIEL BLUESTONEDirector-$0--
ANDREW GRAFFDirector-$0--
PAUL JONESDirector-$0--
MARY LOOSE DEVINEYDirector-$0--
ROBERT O'HALLORANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Albemarle Charlottesville
EIN
54-6052638
Address
200 2ND STREET NE, CHARLOTTESVILLE, VA 22902-5245

Signing Officer

Name
Steven G Meeks
Title
President
Phone
4349825314
Signed
2016-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Jones & Company CPA LLC
Address
PO BOX 1150, CROZET, VA 22932-0803
Preparer
Victoria Jones
Phone
4348235559
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Unrealized gain 5,945 other income 464 facility rental income 100 total 6,509

Form 990-ez, Part I, Line 16

Expenses fundraising expense 7,200 marketing expense 128 office supplies 1,297 copier expense 2,078 general operational expense 330 technology expense 2,869 mileage reimbursement 4,566 business meals 300 meeting expense 64 conference/workshop expenses 2,765 insurance 968 printing-history programs 251 printing -mgmt & general 46 printing -fundraising 1,303 printing - publications 1,596 postage-mgmt & general 611 postage-fundraising 333 postage-publications 423 parking expense 2,960 professional memberships 415 bank service charges 712 returned check fee 42 exhibit & collections exp 3,480 spirit walk expense 217 first night expense 120 special events expense 672 virginia sales tax 185 resale expense - other 684 mach expense 2,113 cemetery conservation pro 87 old albemarle jail projec 2,870 unrealized loss investmen 6,455 non-investment depreciation 1,913 total 50,053

Form 990-ez, Part II, Line 24

Fixed assets 474,547 474,547 less accumulated depreciation 474,547 474,547 total 0 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 882

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 28

Exhibits and collections - 1) facilitating the collection and preservation of manuscripts, and other printed materials, and artifacts relating to the history of charlottesville and albemarle county and 2) exhibiting and housing such materials in our society's museum and library, available to the public. During 2015, 17 volunteers provided 5,730 hours of time to carry out these activities.

Form 990-ez, Part III, Line 29

History programs - 1) conducting programs to highlight our history, including lectures, meetings, exhibitions, and other events such as the annual "spirit walk," where history is brought to life by re-enactors portraying local historic figures and 2) encouraging research of our local history (especially with regards to its relationship to american and international history) by sponsoring such activities as annual essay contests. During 2015, 29 volunteers provided 1,510 hours of time to carry out these activities.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 1,289
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PART II, LINE 10 DOES NOT INCLUDE UNREALIZED GAINS OF THE FOLLOWING AMOUNTS IN RESPECTIVE YEARS: 5,945 IN 2015; 17,300 IN 2014; 70,336 IN 2013; 29,081 IN 2012; 10,138 IN 2011.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN 5,945 OTHER INCOME 464 FACILITY RENTAL INCOME 100 TOTAL 6,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FUNDRAISING EXPENSE 7,200 MARKETING EXPENSE 128 OFFICE SUPPLIES 1,297 COPIER EXPENSE 2,078 GENERAL OPERATIONAL EXPENSE 330 TECHNOLOGY EXPENSE 2,869 MILEAGE REIMBURSEMENT 4,566 BUSINESS MEALS 300 MEETING EXPENSE 64 CONFERENCE/WORKSHOP EXPENSES 2,765 INSURANCE 968 PRINTING-HISTORY PROGRAMS 251 PRINTING -MGMT & GENERAL 46 PRINTING -FUNDRAISING 1,303 PRINTING - PUBLICATIONS 1,596 POSTAGE-MGMT & GENERAL 611 POSTAGE-FUNDRAISING 333 POSTAGE-PUBLICATIONS 423 PARKING EXPENSE 2,960 PROFESSIONAL MEMBERSHIPS 415 BANK SERVICE CHARGES 712 RETURNED CHECK FEE 42 EXHIBIT & COLLECTIONS EXP 3,480 SPIRIT WALK EXPENSE 217 FIRST NIGHT EXPENSE 120 SPECIAL EVENTS EXPENSE 672 VIRGINIA SALES TAX 185 RESALE EXPENSE - OTHER 684 MACH EXPENSE 2,113 CEMETERY CONSERVATION PRO 87 OLD ALBEMARLE JAIL PROJEC 2,870 UNREALIZED LOSS INVESTMEN 6,455 NON-INVESTMENT DEPRECIATION 1,913 TOTAL 50,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIXED ASSETS 474,547 474,547 LESS ACCUMULATED DEPRECIATION 474,547 474,547 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ALBEMARLE CHARLOTTESVILLE HISTORICAL SOCIETY PROMOTES AN APPRECIATION OF LOCAL HISTORY SO THAT THE PAST MAY SHED LIGHT ON THE PRESENT AND THE FUTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXHIBITS AND COLLECTIONS - 1) FACILITATING THE COLLECTION AND PRESERVATION OF MANUSCRIPTS, AND OTHER PRINTED MATERIALS, AND ARTIFACTS RELATING TO THE HISTORY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY AND 2) EXHIBITING AND HOUSING SUCH MATERIALS IN OUR SOCIETY'S MUSEUM AND LIBRARY, AVAILABLE TO THE PUBLIC. DURING 2015, 17 VOLUNTEERS PROVIDED 5,730 HOURS OF TIME TO CARRY OUT THESE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HISTORY PROGRAMS - 1) CONDUCTING PROGRAMS TO HIGHLIGHT OUR HISTORY, INCLUDING LECTURES, MEETINGS, EXHIBITIONS, AND OTHER EVENTS SUCH AS THE ANNUAL "SPIRIT WALK," WHERE HISTORY IS BROUGHT TO LIFE BY RE-ENACTORS PORTRAYING LOCAL HISTORIC FIGURES AND 2) ENCOURAGING RESEARCH OF OUR LOCAL HISTORY (ESPECIALLY WITH REGARDS TO ITS RELATIONSHIP TO AMERICAN AND INTERNATIONAL HISTORY) BY SPONSORING SUCH ACTIVITIES AS ANNUAL ESSAY CONTESTS. DURING 2015, 29 VOLUNTEERS PROVIDED 1,510 HOURS OF TIME TO CARRY OUT THESE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
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ReturnHeader/ReturnTs02016-05-12T09:11:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings

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