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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits