Civic Intelligence

Old Salem Incorporated

990 • Fiscal year 2021 • EIN 56-0587289

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 25, 2022

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.43x

Higher debt load relative to revenue than 56% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

7th percentile

-22%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

29th percentile

$226,390

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

25th percentile

2.9%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

20%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$81,707,076

Up $2,338,732 (+2.9%) from 2020

Net Assets

Up

$80,092,268

Up $2,591,337 (+3.3%) from 2020

Liabilities

Down

$1,614,808

Down $252,605 (-14%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin7th percentile

Revenue

Up

$3,795,190

Up $621,461 (+20%) from 2020

Expenses

Up

$4,621,944

Up $251,615 (+5.8%) from 2020

Net Income

Up

-$826,754

Up $369,846 (+31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2021

Assets$81,707,076
Liabilities$1,614,808
Net Assets$80,092,268
Open 2021 Filing

Operations Trend

Revenue Growth62nd 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

2021

Revenue$3,795,190
Expenses$4,621,944
Net Income-$826,754
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 25, 2022
Return Version
2021v4.0
Gross Receipts
$9,904,761
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$37,101,757$41,741,685▲ $4,639,928
Land, Buildings, and Equipment, Net$12,583,386$11,939,867▼ $643,519
Savings and Temporary Cash Investments$3,249,034$1,828,183▼ $1,420,851
Pledges and Grants Receivable$571,445$344,393▼ $227,052
Inventories for Sale or Use$201,665$148,455▼ $53,210
Prepaid Expenses and Deferred Charges$146,392$143,732▼ $2,660
Accounts Receivable$158,304$119,471▼ $38,833
Total Assets$79,368,344$81,707,076▲ $2,338,732
Other Assets Total$25,356,361$25,441,290▲ $84,929
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,248,789$966,926▼ $281,863
Accounts Payable and Accrued Expenses$526,669$522,864▼ $3,805
Deferred Revenue$91,955$125,018▲ $33,063
Total Liabilities$1,867,413$1,614,808▼ $252,605
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$42,108,562$42,454,895▲ $346,333
Net Assets With Donor Restrictions$35,392,369$37,637,373▲ $2,245,004
Total Net Assets Fund Balance$77,500,931$80,092,268▲ $2,591,337
Total Liabilities and Net Assets / Fund Balance$79,368,344$81,707,076▲ $2,338,732

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,570,740$8,056,240$15,626,980
Equipment$1,013,013$2,679,116$3,692,129
Leasehold Improvements$1,457,135$1,477,336$2,934,471
Land$1,525,210-$1,525,210
Other Land Buildings$373,769$520,843$894,612
Other Assets Org$12,254--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$39,318,454$3,930▲ $5,912,760$1,665,277$43,619,867
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
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Frank VagnonePres/CEOFT$220,007$6,383$226,390
Terry TaylorCOO; INTERIMFT$89,166$5,930$95,096

Board Members and Trustees

NameTitle
Mr William JoynerChair
Mrs Mary Elizabeth MercierVice Chair
Dr Corbett ToussaintTrustee
Dr Edward G HillTrustee
Dr Eugene Adcock IiiTrustee
Dr Summer McgeeTrustee
Dr Thomas H Sears JrTrustee
Mr Brent WaddellTrustee
Mr David W ShoreTrustee
Mr David WhartonTrustee
Mr Fletcher WilsonTrustee
Mr James E MartinTrustee
Mr Johnny PearsonTrustee
Mrs Cheryl BlackTrustee
Mrs Cheryl D HarryTrustee
Mrs June LucasTrustee
Ms Deborah RyanTrustee
Ms Margaret PritchardTrustee
Ms Molly LeightTrustee
Mr Christopher P CaracciSecretary
Mr William C MarinerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,862,981
Program Service Revenue
$187,420
Investment Income
$1,196,400
Other Revenue
$548,389
All Other Contributions
$890,904
Change in Net Assets
$-826,754

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 Artifacts23$264,785Fair Market Value (FMV) and Appraisals
Securities Publicly Traded4$15,548Fair Market Value (FMV)
Other Non Cash Contri Table1$1,038Fair Market Value (FMV)
Total Noncash Contributions28$281,371-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,132,455
Revenue Not Reported on Financial Statements
$662,735
Revenue Not Reported on Form 990
$3,675,259
Other Revenue Adjustments
$662,735
Total Revenue per Audited Statements
$6,807,714
Total Revenue per Form 990
$3,795,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,632,488
Other Expenses$1,989,456
Total Fundraising Expense$256,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,640,332$212,908$68,979$1,922,219
Depreciation Depletion$548,642$69,680$6,365$624,687
Current Officers, Directors, Trustees, and Key Employees-$208,291$113,195$321,486
Office Expenses$286,490$18,609$10,487$315,586
Other Employee Benefits$209,617$24,517-$234,134
Occupancy$211,615$8,118$1,641$221,374
Payroll Taxes$119,911$21,496$13,242$154,649
Insurance$114,464$5,342$2,381$122,187
Information Technology$62,097$15,983$29,577$107,657
Other Expenses$78,410$20,696$3,984$103,090
Fees for Service Investment Mgmnt Fees-$65,500-$65,500
Fees for Services Accounting$20,448$32,885$1,058$54,391
Fees for Services Other-$38,949-$38,949
Travel$28,291$156$1$28,448
Interest-$20,913-$20,913
Fees for Services Legal-$13,646-$13,646
Advertising$4,155$2,719$544$7,418
Conferences and Meetings$666--$666
Total Functional Expenses$3,574,506$790,556$256,882$4,621,944

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,813,612
Total Expenses per Form 990$4,621,944
Expenses per Audited Statements$4,556,444
Expenses Not Reported on Form 990$257,168
Expenses Not Reported on Financial Statements$65,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,552
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
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 committee 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; INTERIM PRES
Phone
3367217316
Signed
2022-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Taylor
Formed
1950
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
79
Volunteers
14

Preparer

Firm
Cannon & Company Llp
Address
2160 COUNTRY CLUB RD, WINSTONSALEM, NC 27104-4208
Preparer
Tony M Harris Jr
Phone
3367250635
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Bad debt write off -155,054”

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 1,552 rental expenses 25,331 cost of goods sold 63,416 p/l depreciation 11,815”

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

“Ppp loan forgiveness 662,735”

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

“Rental expenses 25,331 cost of goods sold 63,416 fundraising event expenses 1,552 p/l depreciation 11,815 write off of bad debts 155,054”

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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,707,076
Liabilities
$1,614,808
Net assets
$80,092,268
Revenue
$3,795,190
Expenses
$4,621,944
Net income
-$826,754
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • NTEE A540 • $50M-$100M nonprofits