Civic Intelligence

Albemarle Charlottesville Historical Society

990EZ • Fiscal year 2018 • EIN 54-6052638

Jan 01, 2018 to Dec 31, 2018 • Filed on May 29, 2019

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-200%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

94th percentile

$60,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 126.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$282,948

Down $116,155 (-29%) from 2017

Net Assets

Down

$279,274

Down $119,430 (-30%) from 2017

Liabilities

Up

$3,674

Up $3,275 (+821%) from 2017

Revenue

Down

$47,374

Down $16,035 (-25%) from 2017

Expenses

Up

$142,142

Up $83,892 (+144%) from 2017

Net Income

Down

-$94,768

Down $99,927 (-1937%) from 2017

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

2018

Assets$282,948
Liabilities$3,674
Net Assets$279,274

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

2018

Revenue$47,374
Expenses$142,142
Net Income-$94,768
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 29, 2019
Return Version
2018v3.1
Gross Receipts
$47,434
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.

Program Services

DescriptionGrantsExpenses
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.-$25,436
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 ITS RELATIONSHIP TO AMERICAN AND INTERNATIONAL HISTORY) BY SPONSORING SUCH ACTIVITIES AS ANNUAL ESSAY CONTESTS.-$22,754
PUBLISHING NEWSLETTERS AND AN ANNUAL MAGAZINE TO HIGHLIGHT ONGOING HISTORICAL ACTIVITIES.-$21,591
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COY BAREFOOTExecutive DiFT$60,000-$60,000
DR SHELLEY MURPHYBoard ChairFT$0--
JOHN CONOVERTreasurer-$0--
ANGUS ARRINGTONDirector-$0--
REY BARRYDirector-$0--
SHEILA FORDDirector-$0--
DR ERVIN JORDANDirector-$0--
DR PHYLLIS LEFFLERDirector-$0--
STEPHEN LEVINEDirector-$0--
DAN SMYTHEDirector-$0--
KEN WALLENBORNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Albemarle Charlottesville
EIN
54-6052638
Phone
4342961492
Address
200 2ND STREET NE, CHARLOTTESVILLE, VA 22902-5245

Signing Officer

Name
Coy Barefoot
Title
Executive Director
Phone
4342961492
Signed
2019-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Farmer Cox Associates
Address
530 WESTFIELD RD, CHARLOTTESVILLE, VA 22901-1726
Preparer
David E Foley
Phone
4349738314
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Facility rental income 1,000 total 1,000

Form 990-ez, Part I, Line 16

Expenses office supplies expense 3,051 copier expense 1,939 parking expense 959 technology expense 4,585 meeting expense 870 business meal expense 344 insurance expense 460 exhibit expense 121 spirit walk expense 1,200 first night expense 120 special events expense 1,304 mach expense 5,671 total 20,624

Form 990-ez, Part I, Line 20

Unrealized losses on investments -24,662

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 399 0 payroll liabilities (federal) 0 2,378 payroll liabilities (state) 0 1,294 virginia withholding 0 2

Form 990-ez, Part III

The albemarle charlottesville historical society promotes an appreciation of local history so 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.

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 its relationship to american and international history) by sponsoring such activities as annual essay contests.

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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/ExplanationTxt1PART II, LINE 10 DOES NOT INCLUDE UNREALIZED GAINS OF THE FOLLOWING AMOUNTS IN RESPECTIVE YEARS: 29,254 IN 2017; 37,583 IN 2016; 5,945 IN 2015; 17,300 IN 2014.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FACILITY RENTAL INCOME 1,000 TOTAL 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES EXPENSE 3,051 COPIER EXPENSE 1,939 PARKING EXPENSE 959 TECHNOLOGY EXPENSE 4,585 MEETING EXPENSE 870 BUSINESS MEAL EXPENSE 344 INSURANCE EXPENSE 460 EXHIBIT EXPENSE 121 SPIRIT WALK EXPENSE 1,200 FIRST NIGHT EXPENSE 120 SPECIAL EVENTS EXPENSE 1,304 MACH EXPENSE 5,671 TOTAL 20,624
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ALBEMARLE CHARLOTTESVILLE HISTORICAL SOCIETY PROMOTES AN APPRECIATION OF LOCAL HISTORY SO THE PAST MAY SHED LIGHT ON THE PRESENT AND THE FUTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXHIBITS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HISTORY 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 ITS RELATIONSHIP TO AMERICAN AND INTERNATIONAL HISTORY) BY SPONSORING SUCH ACTIVITIES AS ANNUAL ESSAY CONTESTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 29
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ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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