Civic Intelligence

Old Salem Incorporated

990 • Fiscal year 2019 • EIN 56-0587289

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 11, 2020

Organization ProfileWWW.OLDSALEM.ORG

View Organization Page

600 S Main StreetWinstonsalem, NC 27101

(336) 721-7300

Siviq Scores

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

Liabilities / Assets

15th percentile

0.03x

Higher debt load relative to assets than 15% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.27x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

15th percentile

$161,877

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

29%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$77,533,232

Up $5,091,233 (+7.0%) from 2018

Net Assets

Up

$75,512,884

Up $4,902,397 (+6.9%) from 2018

Liabilities

Up

$2,020,348

Up $188,836 (+10%) from 2018

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin73rd percentile

Revenue

Up

$7,485,880

Up $1,662,777 (+29%) from 2018

Expenses

Up

$6,472,083

Up $83,957 (+1.3%) from 2018

Net Income

Up

$1,013,797

Up $1,578,820 (+279%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$100M$50M$0Assets 2011: $72,127,985Liabilities 2011: $2,615,138Net Assets 2011: $69,512,8472011Assets 2012: $71,233,411Liabilities 2012: $2,559,264Net Assets 2012: $68,674,1472012Assets 2013: $73,203,749Liabilities 2013: $1,693,524Net Assets 2013: $71,510,2252013Assets 2014: $73,259,578Liabilities 2014: $1,821,468Net Assets 2014: $71,438,1102014Assets 2015: $71,780,654Liabilities 2015: $2,438,844Net Assets 2015: $69,341,8102015Assets 2016: $73,561,156Liabilities 2016: $3,740,507Net Assets 2016: $69,820,6492016Assets 2017: $77,263,224Liabilities 2017: $2,504,143Net Assets 2017: $74,759,0812017Assets 2018: $72,441,999Liabilities 2018: $1,831,512Net Assets 2018: $70,610,4872018Assets 2019: $77,533,232Liabilities 2019: $2,020,348Net Assets 2019: $75,512,8842019Assets 2020: $79,368,344Liabilities 2020: $1,867,413Net Assets 2020: $77,500,9312020Assets 2021: $81,707,076Liabilities 2021: $1,614,808Net Assets 2021: $80,092,2682021Assets 2022: $66,335,974Liabilities 2022: $1,002,707Net Assets 2022: $65,333,2672022Assets 2023: $69,957,134Liabilities 2023: $972,570Net Assets 2023: $68,984,5642023Assets 2024: $73,818,193Liabilities 2024: $1,863,643Net Assets 2024: $71,954,5502024

Highlighted filing

2019

Assets$77,533,232
Liabilities$2,020,348
Net Assets$75,512,884
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,894,0622011Expenses 2012: $7,328,8502012Revenue 2013: $9,137,521Expenses 2013: $7,803,959Net Income 2013: $1,333,5622013Revenue 2014: $8,191,590Expenses 2014: $7,964,352Net Income 2014: $227,2382014Revenue 2015: $15,169,899Expenses 2015: $7,965,553Net Income 2015: $7,204,3462015Revenue 2016: $6,141,999Expenses 2016: $7,797,740Net Income 2016: -$1,655,7412016Revenue 2017: $7,583,124Expenses 2017: $6,972,810Net Income 2017: $610,3142017Revenue 2018: $5,823,103Expenses 2018: $6,388,126Net Income 2018: -$565,0232018Revenue 2019: $7,485,880Expenses 2019: $6,472,083Net Income 2019: $1,013,7972019Revenue 2020: $3,173,729Expenses 2020: $4,370,329Net Income 2020: -$1,196,6002020Revenue 2021: $3,795,190Expenses 2021: $4,621,944Net Income 2021: -$826,7542021Revenue 2022: $6,551,134Expenses 2022: $5,253,741Net Income 2022: $1,297,3932022Revenue 2023: $7,060,262Expenses 2023: $6,101,907Net Income 2023: $958,3552023Revenue 2024: $7,683,432Expenses 2024: $6,391,535Net Income 2024: $1,291,8972024

Highlighted filing

2019

Revenue$7,485,880
Expenses$6,472,083
Net Income$1,013,797
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 11, 2020
Return Version
2019v5.0
Gross Receipts
$17,025,765
Mission and Program Overview

Mission

The preservation and interpretation of the history and material culture of the early american south and the moravian town of salem.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,686,939$36,281,444▲ $3,594,505
Land, Buildings, and Equipment, Net$13,751,766$13,129,719▼ $622,047
Savings and Temporary Cash Investments$1,022,214$2,215,331▲ $1,193,117
Pledges and Grants Receivable$546,943$528,947▼ $17,996
Accounts Receivable$47,204$243,516▲ $196,312
Inventories for Sale or Use$177,536$220,952▲ $43,416
Prepaid Expenses and Deferred Charges$154,446$155,282▲ $836
Cash and Non-Interest-Bearing Accounts$128,751$7,514▼ $121,237
Total Assets$72,441,999$77,533,232▲ $5,091,233
Other Assets Total$23,926,200$24,750,527▲ $824,327
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,224,532$1,178,441▼ $46,091
Accounts Payable and Accrued Expenses$579,020$770,295▲ $191,275
Deferred Revenue$27,960$71,612▲ $43,652
Total Liabilities$1,831,512$2,020,348▲ $188,836
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$40,594,236$41,977,669▲ $1,383,433
Net Assets With Donor Restrictions$30,016,251$33,535,215▲ $3,518,964
Total Net Assets Fund Balance$70,610,487$75,512,884▲ $4,902,397
Total Liabilities and Net Assets / Fund Balance$72,441,999$77,533,232▲ $5,091,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,490,036$8,546,716$16,036,752
Equipment$2,124,840$2,352,292$4,477,132
Leasehold Improvements$1,673,739$1,309,406$2,983,145
Land$1,525,210-$1,525,210
Other Land Buildings$315,894$492,186$808,080
Other Assets Org$12,254--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$33,709,153$367,490▲ $6,406,388$1,926,255$38,556,776
2018$38,110,153$117,044▼ $2,473,211$2,044,833$33,709,153
2017$34,707,893$59,166▲ $5,410,863$2,067,769$38,110,153
2016$34,010,831$138,569▲ $2,979,307$2,420,814$34,707,893
2015$36,511,921$677,513▼ $606,164$2,572,079$34,010,831
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Frank VagnonePres/CEOFT$155,996$5,881$161,877
Mr Robert LeathV.p. CollectFT$88,414$10,922$99,336
Ken BuchananCFOFT$58,268$6,342$64,610
Terry TaylorCOOFT$58,320$5,160$63,480

Board Members and Trustees

NameTitle
Mr Hayes Wauford JrChair
Ms Erika MielkeVice Chair
Dr Anthony ParentTrustee
Dr Edward G HillTrustee
Dr Eugene Adcock IiiTrustee
Dr Thomas H Sears JrTrustee
Mr Brent WaddellTrustee
Mr David WhartonTrustee
Mr Fletcher WilsonTrustee
Mr James E MartinTrustee
Mr Jerry CookTrustee
Mr Joseph P LoganTrustee
Mr Michael ErnstTrustee
Mr Robert GreenTrustee
Mr William JoynerTrustee
Mrs Ragan FolanTrustee
Ms Molly LeightTrustee
Mrs Mary Elizabeth MercierSecretary
Mr William C MarinerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,405,788
Program Service Revenue
$1,183,238
Investment Income
$2,551,178
Other Revenue
$1,345,676
All Other Contributions
$2,086,576
Change in Net Assets
$1,013,797

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Historical Artifacts14$384,000Appraisal
Securities Publicly Traded8$32,992Market Value
Total Noncash Contributions22$416,992-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,485,880
Revenue Not Reported on Form 990
$4,408,996
Total Revenue per Audited Statements
$11,894,876
Total Revenue per Form 990
$7,485,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,790,557
Other Expenses$2,681,526
Total Fundraising Expense$308,026
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,507,967$85,817$119,529$2,713,313
Depreciation Depletion$636,329$41,239$1,779$679,347
Office Expenses$444,239$25,207$15,688$485,134
Other Employee Benefits$398,215$51,240$12,294$461,749
Current Officers, Directors, Trustees, and Key Employees$99,336$209,029$80,938$389,303
Occupancy$279,139$10,245$2,192$291,576
Payroll Taxes$188,409$23,063$14,720$226,192
Insurance$143,176$6,918$2,377$152,471
Fees for Services Other$118,489$19,193$4,989$142,671
Information Technology$66,281$10,868$32,759$109,908
Advertising$81,842--$81,842
Travel$65,761$1,116$1,759$68,636
Interest$63,479--$63,479
Fees for Service Investment Mgmnt Fees-$53,470-$53,470
Fees for Services Accounting-$32,413-$32,413
Fees for Services Legal-$11,239-$11,239
Other Expenses$56,187$6,968$6,736$6,736
Conferences and Meetings$2,599--$2,599
Total Functional Expenses$5,552,041$612,016$308,026$6,472,083

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,939,009
Total Expenses per Form 990$6,472,083
Expenses per Audited Statements$6,418,613
Expenses Not Reported on Form 990$520,396
Expenses Not Reported on Financial Statements$53,470
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,000
Fundraising Direct Expenses$26,732
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mesda Conferenc$72,602$58,000$26,732$31,268
Total Events$72,602$58,000$26,732$31,268
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“The tax return is reviewed in detail by the audit commmittee and submitted for approval to the executive committee of the board of trustees. Upon approval by the executive committee form 990 is electronically distributed to our board members for review prior to filing the return.”

Form 990, Page 6, Part VI, Line 12C

“Annual statement of compliance is obtained from each trustee and key employee.”

Form 990, Page 6, Part VI, Line 15A

“The president's salary is determined periodically using comparative data developed by an independent compensation consultant. The data is reviewed by the executive committee then approved by the board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“The officers' salaries are determined periodically using comparative data developed by an independent compensation consultant. The data is reviewed by the executive committee then approved by the board of trustees.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and conflict of interest policy are made available to public upon specific request. The annual report is distributed to donors and upon specific request.”

Filing and Contact Details

Filer

Filer Name
Old Salem Inc
EIN
56-0587289
Phone
3367217300
Address
600 S MAIN STREET, WINSTONSALEM, NC 27101

Signing Officer

Name
Terry Taylor
Title
COO
Phone
3367217316
Signed
2020-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Frank Vagnone
Formed
1950
Legal Domicile
Nc
Voting Board Members
19
Independent Board Members
19
Employees
187
Volunteers
69

Preparer

Firm
Cannon & Company Llp
Address
2160 COUNTRY CLUB RD, WINSTONSALEM, NC 27104-4208
Preparer
Valerie D Kiger
Phone
3367250635
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 1, Part II, Line 9

“Conservation easements consists of deed covenants that the organization holds on properties that have passed through its ownership. No value is recorded for these deed convenants.”

Schedule D, Page 3, Part X

“The organization is an exempt organization under section 501 (c)(3) of the united states internal revenue code. The organization is subject to income tax on unrelated business income. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization's forms 990, return of organization exempt from income tax are subject to examination by the irs, generally for three years after they are filed.”

Schedule D, Page 4, Part XI, Line 2D

“Fundraising 26,732 rental expenses 55,696 cost of goods sold 437,968”

Schedule D, Page 4, Part XII, Line 2D

“Rental expenses 55,696 cost of goods sold 437,968 fundraising event expenses 26,732”

Raw XML AppendixShowing 400 of 711 raw XML fields

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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IRS990/Form990PartVIISectionAGrp/TitleTxt1V.P. COLLECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3COO
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
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IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt026732
IRS990/FundraisingGrossIncomeAmt058000
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IRS990/InsuranceGrp/TotalAmt0152471
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IRS990/InterestGrp/TotalAmt063479
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IRS990/LessRentalExpensesGrp/RealAmt055696
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01178441
IRS990/NetAssetsOrFundBalancesBOYAmt070610487
IRS990/NetAssetsOrFundBalancesEOYAmt075512884
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IRS990/OccupancyGrp/ManagementAndGeneralAmt010245
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IRS990/OfficeExpensesGrp/FundraisingAmt015688
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025207
IRS990/OfficeExpensesGrp/ProgramServicesAmt0444239
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0398215
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IRS990/OtherExpensesGrp/FundraisingAmt110078
IRS990/OtherExpensesGrp/FundraisingAmt26736
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16968
IRS990/OtherExpensesGrp/ProgramServicesAmt0311765
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IRS990/OtherExpensesGrp/TotalAmt1115007
IRS990/OtherExpensesGrp/TotalAmt273233
IRS990/OtherExpensesGrp/TotalAmt36736
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IRS990/OtherRevenueTotalAmt063676
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085817
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02507967
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0528947
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0155282
IRS990/PrincipalOfficerNm0MR FRANK VAGNONE
IRS990/ProfessionalFundraisingInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,533,232
Liabilities
$2,020,348
Net assets
$75,512,884
Revenue
$7,485,880
Expenses
$6,472,083
Net income
$1,013,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.8$1.86$72.0$7.68$6.39$1.29
2023Detailed filing. Detailed filing data is available for this year.$70.0$0.97$69.0$7.06$6.10$0.96
2022Detailed filing. Detailed filing data is available for this year.$66.3$1.00$65.3$6.55$5.25$1.30
2021Detailed filing. Detailed filing data is available for this year.$81.7$1.61$80.1$3.80$4.62$0.83
2020Detailed filing. Detailed filing data is available for this year.$79.4$1.87$77.5$3.17$4.37$1.20
2019Detailed filing. Detailed filing data is available for this year.$77.5$2.02$75.5$7.49$6.47$1.01
2018Detailed filing. Detailed filing data is available for this year.$72.4$1.83$70.6$5.82$6.39$0.57
2017Detailed filing. Detailed filing data is available for this year.$77.3$2.50$74.8$7.58$6.97$0.61
2016Detailed filing. Detailed filing data is available for this year.$73.6$3.74$69.8$6.14$7.80$1.66
2015Detailed filing. Detailed filing data is available for this year.$71.8$2.44$69.3$15.2$7.97$7.20
2014Detailed filing. Detailed filing data is available for this year.$73.3$1.82$71.4$8.19$7.96$0.23
2013Detailed filing. Detailed filing data is available for this year.$73.2$1.69$71.5$9.14$7.80$1.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.2$2.56$68.7$7.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.1$2.62$69.5$6.89