Civic Intelligence

New Bern Historical Society

EIN 56-0897292 • 501(c)3 • New Bern, NC

Profile

The mission of the new bern historical society foundation is to celebrate and promote new bern and its heritage through events and education.

511 Broad StreetNew Bern, NC 28560

newbernhistorical.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

42nd percentile

1.1%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

4.4%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$1,734,829

Down $1,076 (-0.1%) from 2024

Liabilities

Down

$3,351

Down $4,789 (-59%) from 2024

Net Assets

Up

$1,731,478

Up $3,713 (+0.2%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin42nd percentile

Revenue

Up

$336,648

Up $14,252 (+4.4%) from 2024

Expenses

Up

$332,935

Up $4,305 (+1.3%) from 2024

Net Income

Up

$3,713

Up $9,947 (+160%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $923,101Liabilities 2011: $62,628Net Assets 2011: $860,4732011Assets 2012: $946,232Liabilities 2012: $8,007Net Assets 2012: $938,2252012Assets 2013: $1,111,015Liabilities 2013: $2,152Net Assets 2013: $1,108,8632013Assets 2014: $1,269,333Liabilities 2014: $4,428Net Assets 2014: $1,264,9052014Assets 2015: $1,268,570Liabilities 2015: $3,026Net Assets 2015: $1,265,5442015Assets 2016: $1,377,288Liabilities 2016: $2,940Net Assets 2016: $1,374,3482016Assets 2017: $1,331,662Liabilities 2017: $4,242Net Assets 2017: $1,327,4202017Assets 2018: $1,357,148Liabilities 2018: $2,608Net Assets 2018: $1,354,5402018Assets 2019: $1,360,508Liabilities 2019: $523Net Assets 2019: $1,359,9852019Assets 2020: $1,458,278Liabilities 2020: $3,579Net Assets 2020: $1,454,6992020Assets 2021: $1,621,235Liabilities 2021: $5,766Net Assets 2021: $1,615,4692021Assets 2022: $1,682,177Liabilities 2022: $1,578Net Assets 2022: $1,680,5992022Assets 2023: $1,742,612Liabilities 2023: $8,613Net Assets 2023: $1,733,9992023Assets 2024: $1,735,905Liabilities 2024: $8,140Net Assets 2024: $1,727,7652024Assets 2025: $1,734,829Liabilities 2025: $3,351Net Assets 2025: $1,731,4782025

Highlighted filing

2025

Assets$1,734,829
Liabilities$3,351
Net Assets$1,731,478
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $155,074Expenses 2011: $164,477Net Income 2011: -$9,4032011Revenue 2012: $158,780Expenses 2012: $132,296Net Income 2012: $26,4842012Revenue 2013: $365,469Expenses 2013: $195,255Net Income 2013: $170,2142013Revenue 2014: $344,950Expenses 2014: $188,908Net Income 2014: $156,0422014Revenue 2015: $202,348Expenses 2015: $201,709Net Income 2015: $6392015Revenue 2016: $310,444Expenses 2016: $201,640Net Income 2016: $108,8042016Revenue 2017: $182,174Expenses 2017: $229,102Net Income 2017: -$46,9282017Revenue 2018: $238,724Expenses 2018: $211,604Net Income 2018: $27,1202018Revenue 2019: $283,466Expenses 2019: $278,649Net Income 2019: $4,8172019Revenue 2020: $324,042Expenses 2020: $239,950Net Income 2020: $84,0922020Revenue 2021: $361,229Expenses 2021: $193,214Net Income 2021: $168,0152021Revenue 2022: $313,374Expenses 2022: $248,244Net Income 2022: $65,1302022Revenue 2023: $358,149Expenses 2023: $304,749Net Income 2023: $53,4002023Revenue 2024: $322,396Expenses 2024: $328,630Net Income 2024: -$6,2342024Revenue 2025: $336,648Expenses 2025: $332,935Net Income 2025: $3,7132025

Highlighted filing

2025

Revenue$336,648
Expenses$332,935
Net Income$3,713
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,734,829
Liabilities
$3,351
Net assets
$1,731,478
Revenue
$336,648
Expenses
$332,935
Net income
$3,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.34$0.33$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.32$0.33$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.36$0.30$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.31$0.25$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.62$0.36$0.19$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.45$0.32$0.24$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.28$0.28$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.35$0.24$0.21$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.18$0.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.37$0.31$0.20$0.11
2015Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.20$0.20$0.00
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$1.26$0.34$0.19$0.16
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.37$0.20$0.17
2012Summary only. Only limited summary data is available for this year.$0.95$0.01$0.94$0.16$0.13$0.03
2011Summary only. Only limited summary data is available for this year.$0.92$0.06$0.86$0.16$0.16$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.0
Gross Receipts
$351,535
Mission and Program Overview

Mission

The mission of the new bern historical society foundation is to celebrate and promote new bern and its heritage through events and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$907,912$883,432▼ $24,480
Investments in Publicly Traded Securities$469,485$531,429▲ $61,944
Savings and Temporary Cash Investments$332,153$292,065▼ $40,088
Cash and Non-Interest-Bearing Accounts$22,349$27,268▲ $4,919
Other Notes and Loans Receivable, Net$4,006$635▼ $3,371
Total Assets$1,735,905$1,734,829▼ $1,076
Liabilities
Accounts Payable and Accrued Expenses$8,140$3,351▼ $4,789
Total Liabilities$8,140$3,351▼ $4,789
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,285,971$1,323,655▲ $37,684
Net Assets With Donor Restrictions$441,794$407,823▼ $33,971
Total Net Assets Fund Balance$1,727,765$1,731,478▲ $3,713
Total Liabilities and Net Assets / Fund Balance$1,735,905$1,734,829▼ $1,076

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$230,332$467,789$698,121
Land$484,241-$484,241
Other Land Buildings$91,894$91,301$183,195
Equipment$76,965$51,437$128,402

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$469,485$25,343▲ $36,601-$531,429
2023$449,570-▲ $19,915-$469,485
2022$437,838-▲ $11,732-$449,570
2021$385,979$33,047▲ $18,812-$437,838
2020$265,332$116,765▲ $3,882-$385,979
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Joe HuntPresident
CATHY O'BRIENBoard Member
Carol BectonBoard Member
Christopher RicheyBoard Member
Clayton W CheekBoard Member
George EvansBoard Member
Graham BardenBoard Member
Joe AndersonBoard Member
Ken MccotterBoard Member
Laura Miller-mclemoreBoard Member
Mary ParrishBoard Member
Mike WilliamsBoard Member
Nelson McdanielBoard Member
Rob OvermanBoard Member
Terri HickmanBoard Member
Walt TeasdaleBoard Member
Eugene LockBattlefield
Jim Hodges JrCurator
Kathy MorrisonFirst Vice-p
Claudia HoustonHistorian
Egon LippertSecond Vice-
Chris KelsoSecretary
Bob PenvoseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$121,921
Program Service Revenue
$133,695
Investment Income
$44,295
Other Revenue
$36,737
All Other Contributions
$67,346
Change in Net Assets
$3,713

Noncash Contribution Practices

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

Major Expense Lines

Line ItemAmount
Other Expenses$174,582
Salaries, Compensation, and Employee Benefits$158,353
Total Fundraising Expense$15,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$42,674$42,674$9,483$94,831
Current Officers, Directors, Trustees, and Key Employees$23,025$23,025$5,117$51,167
Occupancy$34,692$333-$35,025
Insurance$26,787--$26,787
Depreciation Depletion$24,481--$24,481
Office Expenses$15,501--$15,501
All Other Expenses$13,678-$136$13,814
Payroll Taxes$5,559$5,560$1,236$12,355
Advertising$8,186--$8,186
Information Technology$5,898--$5,898
Other Expenses$5,120--$5,120
Conferences and Meetings$350--$350
Fees for Services Other$107--$107
Total Functional Expenses$245,371$71,592$15,972$332,935
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,094
Fundraising Direct Expenses$9,647
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,875$24,875$1,024$23,851
Total Events$24,875$24,875$9,437$15,438
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The society has a nominating committee that makes recommendations to the board for new board members. The executive director is also asked to make recommendations for new board members. After discussions regarding background and experience the board will vote on new board members. At each annual meeting the nominating committee provides a recommended slate of officers that the board also votes upon.”

Form 990, Page 6, Part VI, Line 7B

“The decisions subject to the approval of the board are financial issues, minutes and new board membership. Any other items are presented to the board on an as needed basis.”

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

“Form 990 is availabe upon request to all board members for their review. Any questions that arise are directed to the treasurer or treasurer-elect and answered prior to filing. The treasurer or treasurer-elect is responsible for signing the tax return.”

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

“The society has a conflict of interest policy. Board members are required to disclose annually any conflicts of interest on the annual board member disclosure form.”

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

“The society does have a personnel committee which evaluates executive director compensation with other comparable organizations. A comparison of prior executive director compensation is also considered.”

Form 990, Page 6, Part VI, Line 19

“The society's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New Bern Historical Society
EIN
56-0897292
Phone
2526388558
Address
511 BROAD STREET, NEW BERN, NC 28560

Signing Officer

Name
Bob Penvose
Title
Treasurer
Phone
2526388558
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Hunt
Formed
1954
Legal Domicile
Nc
Voting Board Members
1,325
Independent Board Members
1,325
Employees
6
Volunteers
525

Preparer

Firm
Salem Smith Register & Knott Pllc
Address
210 CRAVEN ST, NEW BERN, NC 28560-2152
Preparer
Roxianne R Register CPA
Phone
2526368780
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

“Collection items are acquired either through purchase or donation and are not capitalized and therefore are not included in the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets if purchased with unrestriced assets and as decreases in temporarily restriced net assets if purchased with donor- restricted assets, as applicable. Contributions of collection items are not recognized in the statement of activities.”

Schedule D, Page 2, Part III, Line 4

“The society's collections consist of donated and purchased art objects, photographs, historical books and maps, and other various antiques and artifacts representative of the local town's culture, traditions, and heritage, and are displayed for public viewing.”

Schedule D, Page 2, Part V, Line 4

“Endowment funds are intended for the maintenance and preservation of society property.”

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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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