Civic Intelligence

The New Bern Historical Society Foundation Inc.

990 • Fiscal year 2020 • EIN 56-0897292

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

Organization ProfileNEWBERNHISTORICAL.ORG
511 Broad StreetNew Bern, NC 28560

(252) 638-8558

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.2%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,458,278

Up $97,770 (+7.2%) from 2019

Net Assets

Up

$1,454,699

Up $94,714 (+7.0%) from 2019

Liabilities

Up

$3,579

Up $3,056 (+584%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin78th percentile

Revenue

Up

$324,042

Up $40,576 (+14%) from 2019

Expenses

Down

$239,950

Down $38,699 (-14%) from 2019

Net Income

Up

$84,092

Up $79,275 (+1646%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2020

Assets$1,458,278
Liabilities$3,579
Net Assets$1,454,699
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$324,042
Expenses$239,950
Net Income$84,092
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$475,416
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$1,029,819$865,638▼ $164,181
Savings and Temporary Cash Investments$220,169$291,144▲ $70,975
Investments in Publicly Traded Securities$79,455$265,332▲ $185,877
Cash and Non-Interest-Bearing Accounts$29,930$35,742▲ $5,812
Other Notes and Loans Receivable, Net$726$422▼ $304
Prepaid Expenses and Deferred Charges$409--
Total Assets$1,360,508$1,458,278▲ $97,770
Liabilities
Accounts Payable and Accrued Expenses$523$2,079▲ $1,556
Deferred Revenue-$1,500-
Total Liabilities$523$3,579▲ $3,056
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$946,044$1,040,758▲ $94,714
Net Assets With Donor Restrictions$413,941$413,941→ $0
Total Net Assets Fund Balance$1,359,985$1,454,699▲ $94,714
Total Liabilities and Net Assets / Fund Balance$1,360,508$1,458,278▲ $97,770

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$248,706$395,918$644,624
Land$484,241-$484,241
Other Land Buildings$119,341$53,232$172,573
Equipment$13,350$43,762$57,112

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$79,455$173,114▲ $12,763-$265,332
2018-$78,000▲ $1,455-$79,455
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Joe HuntPresident
Breck GibbsBoard Member
CATHY O'BRIENBoard Member
Carl HuddleBoard Member
Carol BectonBoard Member
Cheryl LawrenceBoard Member
Clayton W CheekBoard Member
Gerri OlvaneyBoard Member
Joe AndersonBoard Member
Jonathan MillerBoard Member
Karen WhitmoreBoard Member
Ken MccotterBoard Member
Lynne HarakalBoard Member
Nelson McdanielBoard Member
Patti UrickBoard Member
Susan CookBoard Member
Susan Moffat-thomasBoard Member
Jonathan MillerBattlefield
Jim Hodges Jr DdsCurator
Kathy MorrisonFirst Vice-p
Claudia HoustonHistorian
Egon LippertSecond Vice-
Chris KelsoSecretary
Jim MorrisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,955
Program Service Revenue
$137,289
Investment Income
$36,396
Other Revenue
$44,402
All Other Contributions
$61,135
Change in Net Assets
$84,092

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$149,539
Salaries, Compensation, and Employee Benefits$90,411
Total Fundraising Expense$9,042
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$19,350$19,350$4,300$43,000
Other Salaries and Wages$18,443$18,444$4,099$40,986
Occupancy$27,440--$27,440
Depreciation Depletion$24,057--$24,057
Insurance$18,934--$18,934
Office Expenses$14,595--$14,595
Advertising$9,337--$9,337
All Other Expenses$8,327--$8,327
Payroll Taxes$2,891$2,891$643$6,425
Other Expenses$4,858--$4,858
Fees for Services Accounting$1,500--$1,500
Conferences and Meetings$140--$140
Total Functional Expenses$190,223$40,685$9,042$239,950
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,380
Fundraising Direct Expenses$4,443
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Abc Sale$16,871$16,871$3,836$13,035
Total Events$16,871$16,871$3,836$13,035
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Johnathan Miller TrusteeSpouseSpouse of Exec DirecNo-
Mickey Miller Executive DirectorSpouseSpouse of TrusteeNo-
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
Yes
Business relationship with organization members
Yes
Material changes to governing documents
Yes
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 2

“Mickey miller jonathon miller execdirector b adjutant spouse jim morrison kathy morrison treasurer first vp spouse”

Form 990, Page 6, Part VI, Line 4

“The society modified its bylaws to include a new article titled emergency powers. This article defines emergency situations and catastrophic events and describes the necessary actions the society will take if such events occur.”

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

“A copy of form 990 is emailed 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

“There currently is no process in place. However, we will be adding this to our policies and procedures in the future.”

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
Jim Morrison
Title
Treasurer
Phone
2526388558
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Hunt
Formed
1954
Legal Domicile
Nc
Voting Board Members
1,009
Independent Board Members
1,009
Employees
3
Volunteers
400

Preparer

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

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Maintain and exhibit the historical structures owned by the society while also educating the community about their historical significance.”

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 unrestricted assets and as decreases in temporarily restricted 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.”

Raw XML AppendixShowing 400 of 583 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0523
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02079
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE NEW BERN HISTORICAL SOCIETY FOUNDATION IS TO CELEBRATE AND PROMOTE NEW BERN AND ITS HERITAGE THROUGH EVENTS AND EDUCATION.
IRS990/AdvertisingGrp/ProgramServicesAmt09337
IRS990/AdvertisingGrp/TotalAmt09337
IRS990/AllOtherContributionsAmt061135
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08327
IRS990/AllOtherExpensesGrp/TotalAmt08327
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JAMES D MORRISON
IRS990/BooksInCareOfDetail/PhoneNum02522560062
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0511 BROAD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW BERN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028560
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt029930
IRS990/CashNonInterestBearingGrp/EOYAmt035742
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt04300
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt019350
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt019350
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt043000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0140
IRS990/ConferencesMeetingsGrp/TotalAmt0140
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0105955
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036396
IRS990/CYOtherExpensesAmt0149539
IRS990/CYOtherRevenueAmt044402
IRS990/CYProgramServiceRevenueAmt0137289
IRS990/CYRevenuesLessExpensesAmt084092
IRS990/CYSalariesCompEmpBnftPaidAmt090411
IRS990/CYTotalExpensesAmt0239950
IRS990/CYTotalFundraisingExpenseAmt09042
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0324042
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt01500
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt024057
IRS990/DepreciationDepletionGrp/TotalAmt024057
IRS990/Desc0MAINTAIN AND EXHIBIT THE HISTORICAL STRUCTURES OWNED BY THE SOCIETY WHILE ALSO EDUCATING THE COMMUNITY ABOUT THEIR HISTORICAL SIGNIFICANCE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0413941
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0413941
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0170873
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROL BECTON
IRS990/Form990PartVIISectionAGrp/PersonNm2CLAYTON W CHEEK
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN COOK
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM HODGES JR DDS
IRS990/Form990PartVIISectionAGrp/PersonNm5BRECK GIBBS
IRS990/Form990PartVIISectionAGrp/PersonNm6LYNNE HARAKAL
IRS990/Form990PartVIISectionAGrp/PersonNm7CLAUDIA HOUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm8CARL HUDDLE
IRS990/Form990PartVIISectionAGrp/PersonNm9CHERYL LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm10KEN MCCOTTER
IRS990/Form990PartVIISectionAGrp/PersonNm11NELSON MCDANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm12JONATHAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm13JONATHAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm14SUSAN MOFFAT-THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm15CATHY O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm16GERRI OLVANEY
IRS990/Form990PartVIISectionAGrp/PersonNm17PATTI URICK
IRS990/Form990PartVIISectionAGrp/PersonNm18KAREN WHITMORE
IRS990/Form990PartVIISectionAGrp/PersonNm19JOE HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm20CHRIS KELSO
IRS990/Form990PartVIISectionAGrp/PersonNm21EGON LIPPERT
IRS990/Form990PartVIISectionAGrp/PersonNm22JIM MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm23KATHY MORRISON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CURATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BATTLEFIELD
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21SECOND VICE-
IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt23FIRST VICE-P
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt04443
IRS990/FundraisingGrossIncomeAmt018380
IRS990/GainOrLossGrp/OtherAmt034102
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01009
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0175000
IRS990/GrossReceiptsAmt0475416
IRS990/GrossRentsGrp/RealAmt022520
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01009
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt018934
IRS990/InsuranceGrp/TotalAmt018934
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02294
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02294
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt079455
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0265332
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0492912
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01029819
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0865638
IRS990/LandBldgEquipCostOrOtherBssAmt01358550
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0140898
IRS990/LessRentalExpensesGrp/RealAmt06033
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt044820
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE NEW BERN HISTORICAL SOCIETY FOUNDATION IS TO CELEBRATE AND PROMOTE NEW BERN AND ITS HERITAGE THROUGH EVENTS AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01359985
IRS990/NetAssetsOrFundBalancesEOYAmt01454699
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt034102
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034102
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013937
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt016487
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016487
IRS990/NetUnrlzdGainsLossesInvstAmt010622
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0946044
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01040758
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt027440
IRS990/OccupancyGrp/TotalAmt027440
IRS990/OfficeExpensesGrp/ProgramServicesAmt014595
IRS990/OfficeExpensesGrp/TotalAmt014595
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ORIGINAL PLAY HONOUR EXPS
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL PROGRAMS EXP
IRS990/OtherExpensesGrp/Desc2GHOSTWALK SUPPLIES
IRS990/OtherExpensesGrp/Desc3BATTLEFIELD
IRS990/OtherExpensesGrp/ProgramServicesAmt025144
IRS990/OtherExpensesGrp/ProgramServicesAmt110297
IRS990/OtherExpensesGrp/ProgramServicesAmt24910
IRS990/OtherExpensesGrp/ProgramServicesAmt34858
IRS990/OtherExpensesGrp/TotalAmt025144
IRS990/OtherExpensesGrp/TotalAmt110297
IRS990/OtherExpensesGrp/TotalAmt24910
IRS990/OtherExpensesGrp/TotalAmt34858
IRS990/OtherRevenueMiscGrp/Desc0HURRICANE RECOVERY
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012622
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11356
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012622
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11356
IRS990/OtherRevenueTotalAmt013978
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04099
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018444
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018443
IRS990/OtherSalariesAndWagesGrp/TotalAmt040986
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0726
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0422
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0643
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02891
IRS990/PayrollTaxesGrp/ProgramServicesAmt02891
IRS990/PayrollTaxesGrp/TotalAmt06425
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0409
IRS990/PrincipalOfficerNm0JOE HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GHOSTWALK TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1ORIGINAL PLAY TICKETS
IRS990/ProgramServiceRevenueGrp/Desc2ORIGINAL PLAY SPONSORS
IRS990/ProgramServiceRevenueGrp/Desc3EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc4GHOSTWALK SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt051012
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124083
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222854
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt416250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt051012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222854
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt416250
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MAINTAIN AND EXHIBIT THE HISTORICAL STRUCTURES OWNED BY THE SOCIETY WHILE ALSO EDUCATING THE COMMUNITY ABOUT THEIR HISTORICAL SIGNIFICANCE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt019350
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt099081
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01051
IRS990/PYOtherExpensesAmt0196569
IRS990/PYOtherRevenueAmt072224
IRS990/PYProgramServiceRevenueAmt0111110
IRS990/PYRevenuesLessExpensesAmt04817
IRS990/PYSalariesCompEmpBnftPaidAmt082080
IRS990/PYTotalExpensesAmt0278649
IRS990/PYTotalRevenueAmt0283466
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt084092
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt016487
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0137289
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0220169
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0291144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt099081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0109089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0314125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022520
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027740
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033560
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0171941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0169523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0128288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0469752
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022520
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027740
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033560
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083820
IRS990ScheduleA/InvestmentIncomeCYPct00.10000
IRS990ScheduleA/InvestmentIncomePYPct00.11000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90340
IRS990ScheduleA/PublicSupportPY509Pct00.89460
IRS990ScheduleA/PublicSupportTotal509Amt0783877
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0277896
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0268604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0237377

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,458,278
Liabilities
$3,579
Net assets
$1,454,699
Revenue
$324,042
Expenses
$239,950
Net income
$84,092
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