Civic Intelligence

Albemarle Charlottesville Historical Society

990EZ • Fiscal year 2020 • EIN 54-6052638

Jan 01, 2020 to Dec 31, 2020 • Filed on May 29, 2021

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

63rd percentile

0.01x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-74%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$60,654

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 63.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

72%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$160,136

Down $67,753 (-30%) from 2019

Net Assets

Down

$157,887

Down $69,882 (-31%) from 2019

Liabilities

Up

$2,249

Up $2,129 (+1774%) from 2019

Revenue

Up

$96,099

Up $40,085 (+72%) from 2019

Expenses

Up

$166,783

Up $41,019 (+33%) from 2019

Net Income

Down

-$70,684

Down $934 (-1.3%) from 2019

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

2020

Assets$160,136
Liabilities$2,249
Net Assets$157,887

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

2020

Revenue$96,099
Expenses$166,783
Net Income-$70,684
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 29, 2021
Return Version
2020v4.0
Gross Receipts
$96,112
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.

History is not the past; it is the story we tell about the past. Every person in albemarle county and the city of charlottesville has a unique and powerful story to tell. Through collecting, preserving, and interpreting the history of our community, we are committed to informing, inspiring, and bringing together all people, creating opportunities for new relationships and new understandings.

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 ITS RELATIONSHIP TO AMERICAN AND INTERNATIONAL HISTORY) BY SPONSORING SUCH ACTIVITIES AS ANNUAL ESSAY CONTESTS.-$38,370
PUBLISHING NEWSLETTERS AND AN ANNUAL MAGAZINE TO HIGHLIGHT ONGOING HISTORICAL ACTIVITIES.-$23,748
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.-$22,296
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C THOMAS CHAPMANExecutive DiFT$60,654-$60,654
DR SHELLEY MURPHYPresidentFT$0--
DR PHYLLIS LEFFLERVice Preside-$0--
SAM TOWLERSecretary-$0--
DANIEL SMYTHETreasurer-$0--
ANGUS ARRINGTONDirector-$0--
JOHN CONOVERDirector-$0--
REY BARRYDirector-$0--
GEORGE GILLIAMDirector-$0--
DR ERVIN JORDANDirector-$0--
WILL LYSTERDirector-$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
C Thomas Chapman
Title
Executive Director
Phone
4342961492
Signed
2021-05-29
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

Insurance proceeds 5,188 facility rental income 3,535 total 8,723

Form 990-ez, Part I, Line 16

Expenses office supplies expense 1,250 copier expense 797 technology expense 3,090 marketing expense 114 business meal expense 55 travel & meeting expense 99 insurance expense 798 exhibits 550 program expense 445 archival supplies expense 863 video production 5,510 mach expense 11,534 bulletin expense 1,679 total 26,784

Form 990-ez, Part I, Line 20

UNREALIZED GAIN 802

Form 990-ez, Part II, Line 24

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

Form 990-ez, Part II, Line 26

Payroll liabilities (federal) 115 1,960 payroll liabilities (state) 0 278 virginia withholding 2 2 sales tax payable 3 9

Form 990-ez, Part III

History is not the past; it is the story we tell about the past. Every person in albemarle county and the city of charlottesville has a unique and powerful story to tell. Through collecting, preserving, and interpreting the history of our community, we are committed to informing, inspiring, and bringing together all people, creating opportunities for new relationships and new understandings.

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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HISTORY 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PART II, LINE 10 DOES NOT INCLUDE UNREALIZED GAINS OF THE FOLLOWING AMOUNTS IN RESPECTIVE YEARS: 802 IN 2020; 18,246 IN 2019; -24,262 IN 2018; 29,254 IN 2017; AND 37,583 IN 2016.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE PROCEEDS 5,188 FACILITY RENTAL INCOME 3,535 TOTAL 8,723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES EXPENSE 1,250 COPIER EXPENSE 797 TECHNOLOGY EXPENSE 3,090 MARKETING EXPENSE 114 BUSINESS MEAL EXPENSE 55 TRAVEL & MEETING EXPENSE 99 INSURANCE EXPENSE 798 EXHIBITS 550 PROGRAM EXPENSE 445 ARCHIVAL SUPPLIES EXPENSE 863 VIDEO PRODUCTION 5,510 MACH EXPENSE 11,534 BULLETIN EXPENSE 1,679 TOTAL 26,784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN 802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIXED ASSETS 474,547 0 LESS ACCUMULATED DEPRECIATION 474,547 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL LIABILITIES (FEDERAL) 115 1,960 PAYROLL LIABILITIES (STATE) 0 278 VIRGINIA WITHHOLDING 2 2 SALES TAX PAYABLE 3 9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HISTORY IS NOT THE PAST; IT IS THE STORY WE TELL ABOUT THE PAST. EVERY PERSON IN ALBEMARLE COUNTY AND THE CITY OF CHARLOTTESVILLE HAS A UNIQUE AND POWERFUL STORY TO TELL. THROUGH COLLECTING, PRESERVING, AND INTERPRETING THE HISTORY OF OUR COMMUNITY, WE ARE COMMITTED TO INFORMING, INSPIRING, AND BRINGING TOGETHER ALL PEOPLE, CREATING OPPORTUNITIES FOR NEW RELATIONSHIPS AND NEW UNDERSTANDINGS.
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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 29
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ReturnHeader/BusinessOfficerGrp/PhoneNum04342961492
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBEMARLE CHARLOTTESVILLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0546052638
ReturnHeader/Filer/PhoneNum04342961492
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 2ND STREET NE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0229025245
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541896113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBINSON FARMER COX ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0530 WESTFIELD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0229011726
ReturnHeader/PreparerPersonGrp/PhoneNum04349738314
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E FOLEY
ReturnHeader/ReturnTs02021-11-04T10:22:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAPMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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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