Civic Intelligence

Old Salem Incorporated

990 • Fiscal year 2020 • EIN 56-0587289

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 18, 2021

Organization ProfileWWW.OLDSALEM.ORG

View Organization Page

600 S Main StreetWinstonsalem, NC 27101

(336) 721-7300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$79,368,344

Flat from 2020

Net Assets

Flat

$77,500,931

Flat from 2020

Liabilities

Flat

$1,867,413

Flat from 2020

Revenue And Expenses

Revenue

Flat

$3,173,729

Flat from 2020

Expenses

Flat

$4,370,329

Flat from 2020

Net Income

Flat

-$1,196,600

Flat from 2020

Historical Trend

Balance Sheet Trend

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 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

2020

Assets$79,368,344
Liabilities$1,867,413
Net Assets$77,500,931
Open 2020 Filing

Operations Trend

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 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

2020

Revenue$3,173,729
Expenses$4,370,329
Net Income-$1,196,600
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 18, 2021
Return Version
2020v4.0
Gross Receipts
$12,719,553
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$36,281,444$37,101,757▲ $820,313
Land, Buildings, and Equipment, Net$13,129,719$12,583,386▼ $546,333
Savings and Temporary Cash Investments$2,215,331$3,249,034▲ $1,033,703
Pledges and Grants Receivable$528,947$571,445▲ $42,498
Inventories for Sale or Use$220,952$201,665▼ $19,287
Accounts Receivable$243,516$158,304▼ $85,212
Prepaid Expenses and Deferred Charges$155,282$146,392▼ $8,890
Cash and Non-Interest-Bearing Accounts$7,514--
Total Assets$77,533,232$79,368,344▲ $1,835,112
Other Assets Total$24,750,527$25,356,361▲ $605,834
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,178,441$1,248,789▲ $70,348
Accounts Payable and Accrued Expenses$770,295$526,669▼ $243,626
Deferred Revenue$71,612$91,955▲ $20,343
Total Liabilities$2,020,348$1,867,413▼ $152,935
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$41,977,669$42,108,562▲ $130,893
Net Assets With Donor Restrictions$33,535,215$35,392,369▲ $1,857,154
Total Net Assets Fund Balance$75,512,884$77,500,931▲ $1,988,047
Total Liabilities and Net Assets / Fund Balance$77,533,232$79,368,344▲ $1,835,112

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,122,273$8,591,708$15,713,981
Equipment$1,989,719$1,684,235$3,673,954
Leasehold Improvements$1,541,293$1,358,285$2,899,578
Land$1,525,210-$1,525,210
Other Land Buildings$404,891$489,721$894,612
Other Assets Org$12,254--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$38,556,776$11,081▲ $3,893,741$3,143,144$39,318,454
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Frank VagnonePres/CEOFT$170,118$6,082$176,200
Terry TaylorCOOFT$76,558$5,510$82,068
Mr Robert LeathV.p. CollectFT$56,960$5,412$62,372

Board Members and Trustees

NameTitle
Mr Hayes Wauford JrChair
Mr William JoynerVice-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 GreeneTrustee
Mrs June LucasTrustee
Ms Deborah RyanTrustee
Ms Erika MielkeTrustee
Ms Margaret Beck PritchardTrustee
Ms Molly LeightTrustee
Mrs Mary Elizabeth MercierSecretary
Mr William C MarinerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,031,916
Program Service Revenue
$116,812
Investment Income
$828,762
Other Revenue
$196,239
All Other Contributions
$828,292
Change in Net Assets
$-1,196,600

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 Artifacts6$151,002Fair Market Value (FMV) and Appraisals
Securities Publicly Traded11$13,108Fair Market Value (FMV)
Total Noncash Contributions17$164,110-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,173,729
Revenue Not Reported on Form 990
$3,263,297
Total Revenue per Audited Statements
$6,437,026
Total Revenue per Form 990
$3,173,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,421,311
Other Expenses$1,949,018
Total Fundraising Expense$290,555
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,518,217$170,919$98,316$1,787,452
Depreciation Depletion$584,778$58,636$6,634$650,048
Current Officers, Directors, Trustees, and Key Employees$62,372$170,168$88,100$320,640
Occupancy$218,519$7,459$1,572$227,550
Office Expenses$196,852$13,453$5,590$215,895
Other Employee Benefits$114,547$39,086$7,383$161,016
Payroll Taxes$117,655$20,799$13,749$152,203
Insurance$120,322$14,391$5,056$139,769
Information Technology$67,457$16,431$35,067$118,955
Fees for Services Other$39,115$27,970$14,653$81,738
Fees for Service Investment Mgmnt Fees-$61,968-$61,968
Fees for Services Accounting-$34,017-$34,017
Advertising$12,839$15,268$3,054$31,161
Interest$29,901--$29,901
Travel$8,373$257$1,832$10,462
Fees for Services Legal$3,500$3,301-$6,801
Other Expenses$19,217$13,860$1,967$1,967
Conferences and Meetings$443--$443
Total Functional Expenses$3,390,541$689,233$290,555$4,370,329

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,387,012
Total Expenses per Form 990$4,370,329
Expenses per Audited Statements$4,308,361
Expenses Not Reported on Form 990$78,651
Expenses Not Reported on Financial Statements$61,968
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,679
Fundraising Gross Income$6,190
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$147,985$6,190$8,679$-2,489
Total Events$147,985$6,190$8,679$-2,489
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
2021-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Frank Vagnone
Formed
1950
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
160
Volunteers
34

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. 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 federal exempt organization business income tax returns (form 990t) are subject to examination by the irs, generally for three years after the returns are filed.”

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

“Fundraising 8,679 rental expenses 24,261 cost of goods sold 32,334 p/l depreciation 13,376”

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

“Rental expenses 24,261 cost of goods sold 32,334 fundraising event expenses 8,679 p/l depreciation 13,376 book / tax depreciation difference 1”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,368,344
Liabilities
$1,867,413
Net assets
$77,500,931
Revenue
$3,173,729
Expenses
$4,370,329
Net income
-$1,196,600
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
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