Civic Intelligence

Augusta County Historical Society

990 • Fiscal year 2018 • EIN 54-6064945

Jun 01, 2017 to May 31, 2018 • Filed on Aug 08, 2018

PO Box 686Staunton, VA 24401

(540) 248-4151

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.01x

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

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

Net Margin

28th percentile

-6.2%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Down

$108,332

Down $2,634 (-2.4%) from 2017

Net Assets

Down

$107,558

Down $628 (-0.6%) from 2017

Liabilities

Down

$774

Down $2,006 (-72%) from 2017

Revenue

Down

$55,847

Down $43,999 (-44%) from 2017

Expenses

Down

$59,330

Down $36,294 (-38%) from 2017

Net Income

Down

-$3,483

Down $7,705 (-182%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $904,213Liabilities 2010: $370Net Assets 2010: $903,8432010Assets 2011: $898,897Liabilities 2011: $324Net Assets 2011: $898,5732011Assets 2012: $857,944Liabilities 2012: $308Net Assets 2012: $857,6362012Assets 2013: $847,216Liabilities 2013: $15,384Net Assets 2013: $831,8322013Assets 2014: $101,001Liabilities 2014: $443Net Assets 2014: $100,5582014Assets 2015: $93,409Liabilities 2015: $467Net Assets 2015: $92,9422015Assets 2016: $93,725Liabilities 2016: $593Net Assets 2016: $93,1322016Assets 2017: $110,966Liabilities 2017: $2,780Net Assets 2017: $108,1862017Assets 2018: $108,332Liabilities 2018: $774Net Assets 2018: $107,5582018Assets 2019: $100,092Liabilities 2019: $825Net Assets 2019: $99,2672019Assets 2020: $95,843Liabilities 2020: $3,514Net Assets 2020: $92,3292020Assets 2021: $132,340Liabilities 2021: $568Net Assets 2021: $131,7722021Assets 2022: $148,502Liabilities 2022: $1,268Net Assets 2022: $147,2342022Assets 2023: $126,705Liabilities 2023: $689Net Assets 2023: $126,0162023Assets 2025: $189,117Liabilities 2025: $757Net Assets 2025: $188,3602025

Highlighted filing

2018

Assets$108,332
Liabilities$774
Net Assets$107,558

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $84,000Expenses 2010: $140,931Net Income 2010: -$56,9312010Expenses 2011: $81,2962011Expenses 2012: $74,7642012Revenue 2013: $35,452Expenses 2013: $34,149Net Income 2013: $1,3032013Revenue 2014: $55,624Expenses 2014: $786,898Net Income 2014: -$731,2742014Revenue 2015: $63,389Expenses 2015: $72,426Net Income 2015: -$9,0372015Revenue 2016: $70,849Expenses 2016: $66,201Net Income 2016: $4,6482016Revenue 2017: $99,846Expenses 2017: $95,624Net Income 2017: $4,2222017Revenue 2018: $55,847Expenses 2018: $59,330Net Income 2018: -$3,4832018Revenue 2019: $59,377Expenses 2019: $63,653Net Income 2019: -$4,2762019Revenue 2020: $75,858Expenses 2020: $75,537Net Income 2020: $3212020Revenue 2021: $72,302Expenses 2021: $63,930Net Income 2021: $8,3722021Revenue 2022: $95,744Expenses 2022: $86,390Net Income 2022: $9,3542022Revenue 2023: $68,249Expenses 2023: $76,413Net Income 2023: -$8,1642023Revenue 2025: $133,051Expenses 2025: $91,098Net Income 2025: $41,9532025

Highlighted filing

2018

Revenue$55,847
Expenses$59,330
Net Income-$3,483
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Aug 8, 2018
Return Version
2017v2.3
Gross Receipts
$69,105
Mission and Program Overview

Mission

The mission of the augusta county historical society is to study, collect, preserve, publish, educate about, and promote the history of augusta county and its communities. The society also strives to make the citizens of augusta county aware of their heritage.

The augusta county historical society promotes interest in the rich and diverse history of the augusta county area. Its membership is comprised of people near and far who support the discovery, research, and preservation of documents, books, objects, buildings, and sites related to augusta county, staunton, and waynesboro.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$66,419$70,540▲ $4,121
Land, Buildings, and Equipment, Net$15,000$15,000→ $0
Savings and Temporary Cash Investments$15,144$12,289▼ $2,855
Cash and Non-Interest-Bearing Accounts$12,403$10,503▼ $1,900
Accounts Receivable$2,000--
Total Assets$110,966$108,332▼ $2,634
Liabilities
Accounts Payable and Accrued Expenses$2,780$774▼ $2,006
Total Liabilities$2,780$774▼ $2,006
Net Assets / Fund Balance
Unrestricted Net Assets$59,591$57,073▼ $2,518
Temporarily Rstr Net Assets$48,595$50,485▲ $1,890
Total Net Assets Fund Balance$108,186$107,558▼ $628
Total Liabilities and Net Assets / Fund Balance$110,966$108,332▼ $2,634

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,000-$15,000
Equipment-$9,231$9,231
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick ChittumPresident
Bob KuykendallDirector
Christiana ShieldsDirector
Daniel MetrauxDirector
Doug CochranDirector
Gary RosenDirector
Katherine BrownDirector
Kim MccrayDirector
Nancy SorrellsDirector
Nick PatlerDirector
Von HardestyDirector
Linda PetzkePast Preside
Michael MccraySecretary
Katherine CrowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$44,662
Program Service Revenue
$1,148
Investment Income
$1,278
Other Revenue
$8,759
All Other Contributions
$32,337
Change in Net Assets
$-3,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,529
Salaries, Compensation, and Employee Benefits$11,801
Total Fundraising Expense$1,650
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$31,296$18$47$31,361
Other Salaries and Wages$2,193$7,673$1,096$10,962
Fees for Services Accounting-$3,825-$3,825
All Other Expenses$2,532$571$105$3,208
Insurance$1,300--$1,300
Payroll Taxes$168$587$84$839
Other Expenses$805-$318$805
Advertising$319--$319
Interest$5--$5
Total Functional Expenses$45,006$12,674$1,650$59,330
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,140
Fundraising Direct Expenses$10,139
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by president prior to filing.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Augusta County Historical Society
EIN
54-6064945
Phone
5402484151
Address
PO BOX 686, STAUNTON, VA 24401

Signing Officer

Name
Rick Chittum
Title
President
Phone
5402484151
Signed
2018-08-08

Organization Details

Principal Officer
Rick Chittum
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
45

Preparer

Firm
Didawick & Company Pc
Address
PO BOX 2976, STAUNTON, VA 24402
Preparer
David W Didawick CPA
Phone
5408850855
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The augusta county historical society promotes interest in the rich and diverse history of the augusta county area. Its membership is comprised of people near and far who support the discovery, research, and preservation of documents, books, objects, buildings, and sites related to augusta county, staunton, and waynesboro.

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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02193
IRS990/OtherSalariesAndWagesGrp/TotalAmt010962
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt084
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0587
IRS990/PayrollTaxesGrp/ProgramServicesAmt0168
IRS990/PayrollTaxesGrp/TotalAmt0839
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICK CHITTUM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1BOOK ROYALTY INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0811
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1337
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1337
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt071619
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01263
IRS990/PYOtherExpensesAmt083778
IRS990/PYOtherRevenueAmt02053
IRS990/PYProgramServiceRevenueAmt024911
IRS990/PYRevenuesLessExpensesAmt04222
IRS990/PYSalariesCompEmpBnftPaidAmt011846
IRS990/PYTotalExpensesAmt095624
IRS990/PYTotalRevenueAmt099846
IRS990/ReconcilationRevenueExpnssAmt0-3483
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01148
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015144
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012289
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0555
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt071619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0271494
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01278
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01149
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05887
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010046
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019623
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt024911
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt013938
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt012315
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt084894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01278
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01263
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01149
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05887
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019623
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.05000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0494
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt061
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0555
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94640
IRS990ScheduleA/PublicSupportPY509Pct00.95000
IRS990ScheduleA/PublicSupportTotal509Amt0356388
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070454
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065101
IRS990ScheduleA/Total509Grp/TotalAmt0356388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075147
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0376566
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09231
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09231
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AUGUSTA COUNTY HISTORICAL SOCIETY PROMOTES INTEREST IN THE RICH AND DIVERSE HISTORY OF THE AUGUSTA COUNTY AREA. ITS MEMBERSHIP IS COMPRISED OF PEOPLE NEAR AND FAR WHO SUPPORT THE DISCOVERY, RESEARCH, AND PRESERVATION OF DOCUMENTS, BOOKS, OBJECTS, BUILDINGS, AND SITES RELATED TO AUGUSTA COUNTY, STAUNTON, AND WAYNESBORO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY PRESIDENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt048595
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt050485
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0110966
IRS990/TotalAssetsEOYAmt0108332
IRS990/TotalAssetsGrp/BOYAmt0110966
IRS990/TotalAssetsGrp/EOYAmt0108332
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt044662
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01650
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012674
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045006
IRS990/TotalFunctionalExpensesGrp/TotalAmt059330
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02780
IRS990/TotalLiabilitiesEOYAmt0774
IRS990/TotalLiabilitiesGrp/BOYAmt02780
IRS990/TotalLiabilitiesGrp/EOYAmt0774
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0108186
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0107558
IRS990/TotalProgramServiceExpensesAmt045006
IRS990/TotalProgramServiceRevenueAmt01148
IRS990/TotalRevenueGrp/ExclusionAmt011185
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055847
IRS990/TotalVolunteersCnt045
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0110966
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0108332
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt059591
IRS990/UnrestrictedNetAssetsGrp/EOYAmt057073
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 686
IRS990/USAddress/CityNm0STAUNTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024401
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.AUGUSTACOUNTYHS.ORG

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.01$1.88$1.33$0.91$0.42
2023Summary only. Only limited summary data is available for this year.$1.27$0.01$1.26$0.68$0.76$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.01$1.47$0.96$0.86$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.01$1.32$0.72$0.64$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.04$0.92$0.76$0.76$0.00
2019Summary only. Only limited summary data is available for this year.$1.00$0.01$0.99$0.59$0.64$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.08$0.56$0.59$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.03$1.08$1.00$0.96$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.71$0.66$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.63$0.72$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.56$7.87$7.31
2013Summary only. Only limited summary data is available for this year.$8.47$0.15$8.32$0.35$0.34$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.58$0.00$8.58$0.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.99$0.00$8.99$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.04$0.00$9.04$0.84$1.41$0.57