Civic Intelligence

Albemarle Charlottesville Historical Society

990EZ • Fiscal year 2021 • EIN 54-6052638

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-3.1%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

97th percentile

$80,231

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 41.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.4%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

101%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$165,527

Up $5,391 (+3.4%) from 2020

Net Assets

Up

$162,081

Up $4,194 (+2.7%) from 2020

Liabilities

Up

$3,446

Up $1,197 (+53%) from 2020

Revenue

Up

$193,302

Up $97,203 (+101%) from 2020

Expenses

Up

$199,278

Up $32,495 (+19%) from 2020

Net Income

Up

-$5,976

Up $64,708 (+92%) from 2020

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

2021

Assets$165,527
Liabilities$3,446
Net Assets$162,081

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

2021

Revenue$193,302
Expenses$199,278
Net Income-$5,976
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Gross Receipts
$193,302
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, LECTURES, MEETINGS, EXHIBITS, & OTHER EVENTS: THE ACHS CONDUCTS IN-PERSON AND VIRTUAL PROGRAMS, LECTURES, MEETINGS, AND EXHIBITIONS, MAINTAINS AN ACTIVE SOCIAL MEDIA PRESENCE CONNECTING WITH OUR LOCAL COMMUNITY, AND PROVIDES WALKING TOURS TO HIGHLIGHT LOCAL HISTORY. WE OFFER MONTHLY ONLINE PROGRAMS ON VARIOUS HISTORICAL TOPICS, INCLUDING A SPEAKER SERIES, PANEL DISCUSSIONS, AND CONVERSATIONAL INTERVIEWS CALLED UNREGULATED HISTORICAL MEANDERINGS. WE PARTNER IN OUR PROGRAMS AND EVENTS WITH LOCAL ORGANIZATIONS AND INDIVIDUALS, THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, THE REGIONAL LIBRARY, AND PUBLIC/PRIVATE SCHOOLS TO PROMOTE A GREATER UNDERSTANDING OF OUR LOCAL HISTORY. OUR PROGRAMS CHALLENGE THE LOCAL COMMUNITY TO LEARN FROM THE PAST TO BETTER UNDERSTAND THE PRESENT BY INTERROGATING THE CIRCUMSTANCES, FORCES, AND CHOICES THAT LED TO CURRENT SITUATIONS WITHIN OUR COMMUNITY AND THE LARGER WORLD.-$56,258
EXHIBITS, COLLECTIONS, & PRESERVATION: ACHS STAFF AND VOLUNTEERS, WORKING WITH LOCAL CITIZENS, COLLECT, PRESERVE, AND EXHIBIT MANUSCRIPTS, PRINTED MATERIALS, ORAL HISTORIES, DIGITAL HUMANITIES RESEARCH, AND CULTURAL MATERIALS AND ARTIFACTS SO THAT LOCAL CITIZENS AND VISITORS CAN STUDY THE HISTORY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, VA. THE ACHS EXHIBITS ITS COLLECTIONS IN ITS OWN HISTORIC SPACE AND OTHER LOCAL VENUES; PRESENTS HISTORICAL PROGRAMS, LECTURES, AND OTHER RELATED ACTIVITIES; SUPPORTS HISTORICAL AND GENEALOGICAL RESEARCH; PROMOTES THE USE OF THE LOCAL INFORMATIONAL WIKI WWW.CVILLEPEDIA.ORG; MANAGES THE HISTORIC ONE-OF-A-KIND HATTON FERRY ON THE JAMES RIVER; AND PUBLISHES FREQUENT NEWSLETTERS AND AN ANNUAL ACADEMIC JOURNAL. THE ACHS IS LOCATED IN CHARLOTTESVILLE AND SERVES THE COMMUNITIES OF THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, A TOTAL POPULATION OF 158,948 PEOPLE AS OF THE 2020 CENSUS.-$31,006
PUBLISHING NEWSLETTERS AND AN ANNUAL MAGAZINE TO HIGHLIGHT ONGOING HISTORICAL ACTIVITIES.-$29,006
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C THOMAS CHAPMANExecutive DiFT$80,231-$80,231
DR SHELLEY MURPHYPresident-$0--
DR PHYLLIS LEFFLERVice Preside-$0--
SAM TOWLERSecretary-$0--
DANIEL SMYTHETreasurer-$0--
ANGUS ARRINGTONDirector-$0--
PHYLLIS FEILDirector-$0--
DR ERVIN JORDAN JRDirector-$0--
KATHERINE SLAUGHTERDirector-$0--
GAYLE JESSUP WHITEDirector-$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
2022-11-08
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 2,349 total 2,349

Form 990-ez, Part I, Line 16

Expenses office supplies expense 753 parking expense 20 technology expense 6,144 marketing expense 352 mileage reimbursement 32 fundraising expense 56 insurance 949 archival supplies expense 128 mach expense 12,254 acquisitions library exp 25 exhibits 2,189 hatton ferry 8,049 race & sports 5,550 pen park project 1,875 total 38,376

Form 990-ez, Part I, Line 20

UNREALIZED GAIN 10,169

Form 990-ez, Part II, Line 26

Deferred revenue 0 1,100 payroll liabilities (federal) 1,960 2,065 payroll liabilities (state) 278 275 virginia withholding 2 2 sales tax payable 9 4

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, collections, & preservation: achs staff and volunteers, working with local citizens, collect, preserve, and exhibit manuscripts, printed materials, oral histories, digital humanities research, and cultural materials and artifacts so that local citizens and visitors can study the history of charlottesville and albemarle county, va. The achs exhibits its collections in its own historic space and other local venues; presents historical programs, lectures, and other related activities; supports historical and genealogical research; promotes the use of the local informational wiki www.cvillepedia.org; manages the historic one-of-a-kind hatton ferry on the james river; and publishes frequent newsletters and an annual academic journal. The achs is located in charlottesville and serves the communities of the city of charlottesville and albemarle county, a total population of 158,948 people as of the 2020 census.

Form 990-ez, Part III, Line 29

History programs, lectures, meetings, exhibits, & other events: the achs conducts in-person and virtual programs, lectures, meetings, and exhibitions, maintains an active social media presence connecting with our local community, and provides walking tours to highlight local history. We offer monthly online programs on various historical topics, including a speaker series, panel discussions, and conversational interviews called unregulated historical meanderings. We partner in our programs and events with local organizations and individuals, the city of charlottesville and albemarle county, the regional library, and public/private schools to promote a greater understanding of our local history. Our programs challenge the local community to learn from the past to better understand the present by interrogating the circumstances, forces, and choices that led to current situations within our community and the larger world.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FACILITY RENTAL INCOME 2,349 TOTAL 2,349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES EXPENSE 753 PARKING EXPENSE 20 TECHNOLOGY EXPENSE 6,144 MARKETING EXPENSE 352 MILEAGE REIMBURSEMENT 32 FUNDRAISING EXPENSE 56 INSURANCE 949 ARCHIVAL SUPPLIES EXPENSE 128 MACH EXPENSE 12,254 ACQUISITIONS LIBRARY EXP 25 EXHIBITS 2,189 HATTON FERRY 8,049 RACE & SPORTS 5,550 PEN PARK PROJECT 1,875 TOTAL 38,376
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 0 1,100 PAYROLL LIABILITIES (FEDERAL) 1,960 2,065 PAYROLL LIABILITIES (STATE) 278 275 VIRGINIA WITHHOLDING 2 2 SALES TAX PAYABLE 9 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HISTORY 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/ExplanationTxt5EXHIBITS, COLLECTIONS, & PRESERVATION: ACHS STAFF AND VOLUNTEERS, WORKING WITH LOCAL CITIZENS, COLLECT, PRESERVE, AND EXHIBIT MANUSCRIPTS, PRINTED MATERIALS, ORAL HISTORIES, DIGITAL HUMANITIES RESEARCH, AND CULTURAL MATERIALS AND ARTIFACTS SO THAT LOCAL CITIZENS AND VISITORS CAN STUDY THE HISTORY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, VA. THE ACHS EXHIBITS ITS COLLECTIONS IN ITS OWN HISTORIC SPACE AND OTHER LOCAL VENUES; PRESENTS HISTORICAL PROGRAMS, LECTURES, AND OTHER RELATED ACTIVITIES; SUPPORTS HISTORICAL AND GENEALOGICAL RESEARCH; PROMOTES THE USE OF THE LOCAL INFORMATIONAL WIKI WWW.CVILLEPEDIA.ORG; MANAGES THE HISTORIC ONE-OF-A-KIND HATTON FERRY ON THE JAMES RIVER; AND PUBLISHES FREQUENT NEWSLETTERS AND AN ANNUAL ACADEMIC JOURNAL. THE ACHS IS LOCATED IN CHARLOTTESVILLE AND SERVES THE COMMUNITIES OF THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, A TOTAL POPULATION OF 158,948 PEOPLE AS OF THE 2020 CENSUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HISTORY PROGRAMS, LECTURES, MEETINGS, EXHIBITS, & OTHER EVENTS: THE ACHS CONDUCTS IN-PERSON AND VIRTUAL PROGRAMS, LECTURES, MEETINGS, AND EXHIBITIONS, MAINTAINS AN ACTIVE SOCIAL MEDIA PRESENCE CONNECTING WITH OUR LOCAL COMMUNITY, AND PROVIDES WALKING TOURS TO HIGHLIGHT LOCAL HISTORY. WE OFFER MONTHLY ONLINE PROGRAMS ON VARIOUS HISTORICAL TOPICS, INCLUDING A SPEAKER SERIES, PANEL DISCUSSIONS, AND CONVERSATIONAL INTERVIEWS CALLED UNREGULATED HISTORICAL MEANDERINGS. WE PARTNER IN OUR PROGRAMS AND EVENTS WITH LOCAL ORGANIZATIONS AND INDIVIDUALS, THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, THE REGIONAL LIBRARY, AND PUBLIC/PRIVATE SCHOOLS TO PROMOTE A GREATER UNDERSTANDING OF OUR LOCAL HISTORY. OUR PROGRAMS CHALLENGE THE LOCAL COMMUNITY TO LEARN FROM THE PAST TO BETTER UNDERSTAND THE PRESENT BY INTERROGATING THE CIRCUMSTANCES, FORCES, AND CHOICES THAT LED TO CURRENT SITUATIONS WITHIN OUR COMMUNITY AND THE LARGER WORLD.
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 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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C THOMAS CHAPMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04342961492
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBEMARLE CHARLOTTESVILLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HISTORICAL SOCIETY
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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/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E FOLEY
ReturnHeader/ReturnTs02022-11-14T12:14:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAPMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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