Civic Intelligence

The Stanly County Historical Society Inc

EIN 56-2209618 • 501(c)3 • Albemarle, NC

Profile

The stanly county historical society promotes knowledge,under- standing and appreciation of stanly county's rich heritage and history through education and preservation of artifacts and historic sites.

PO Box 1384Albemarle, NC 28002

historicstanly.org

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE A • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE A • $500k-$1M nonprofits • Source year 2025

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

NTEE A • $500k-$1M nonprofits • Source year 2025

Asset Growth

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-28%

Faster revenue growth than 14% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$978,135

Up $63,942 (+7.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$978,135

Up $63,942 (+7.0%) from 2024

Revenue

Down

$132,754

Down $51,444 (-28%) from 2024

Expenses

Up

$68,812

Up $18,267 (+36%) from 2024

Net Income

Down

$63,942

Down $69,711 (-52%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2020: $380,407Liabilities 2020: $0Net Assets 2020: $380,4072020Assets 2021: $668,908Liabilities 2021: $0Net Assets 2021: $668,9082021Assets 2022: $655,436Liabilities 2022: $0Net Assets 2022: $655,4362022Assets 2023: $780,540Liabilities 2023: $0Net Assets 2023: $780,5402023Assets 2024: $914,193Liabilities 2024: $0Net Assets 2024: $914,1932024Assets 2025: $978,135Liabilities 2025: $0Net Assets 2025: $978,1352025

Highlighted filing

2025

Assets$978,135
Liabilities$0
Net Assets$978,135

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2020: $203,262Expenses 2020: $20,641Net Income 2020: $182,6212020Revenue 2021: $339,429Expenses 2021: $35,975Net Income 2021: $303,4542021Revenue 2022: $19,536Expenses 2022: $33,008Net Income 2022: -$13,4722022Revenue 2023: $154,514Expenses 2023: $29,410Net Income 2023: $125,1042023Revenue 2024: $184,198Expenses 2024: $50,545Net Income 2024: $133,6532024Revenue 2025: $132,754Expenses 2025: $68,812Net Income 2025: $63,9422025

Highlighted filing

2025

Revenue$132,754
Expenses$68,812
Net Income$63,942

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 30, 2025
Return Version
2024v5.2
Gross Receipts
$133,108
Mission and Program Overview

Mission

The stanly county historical society promotes knowledge,under- standing and appreciation of stanly countys rich heritage and history through education and preservation of artifacts and historic sites.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$914,193$978,135▲ $63,942
Investments Other Securities$694,619$804,483▲ $109,864
Savings and Temporary Cash Investments$86,037$39,599▼ $46,438
Land, Buildings, and Equipment, Net$7,622$7,974▲ $352
Accounts Receivable-$164-
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$914,193$978,135▲ $63,942
Other Assets Total$125,815$125,815→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$914,193$978,135▲ $63,942
Total Liabilities and Net Assets / Fund Balance$914,193$978,135▲ $63,942

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,974$2,284$10,258
Land$0--
Other Assets Org$125,815--
Other Securities$687,138--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$590,670$30,000▲ $87,208-$687,138
2023$490,655$0▲ $118,682-$590,670
2022$406,067$27,000▲ $61,337-$490,655
2021$403,245$105,000▼ $87,667-$406,067
2020$0$387,897▲ $16,303-$403,245
Compensation and Service Providers

Board Members and Trustees

NameTitle
W Bain JonesPresident
Anne HarwoodDirector
Beth SwannerDirector
Jeff ChanceDirector
John WilliamsDirector
Leslie PhillipsDirector
Pat BramlettDirector
Stephen SeltzerDirector
Brian JonesSecretary
Joyce LambertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,000
Program Service Revenue
$0
Investment Income
$101,318
Other Revenue
$436
All Other Contributions
$26,558
Change in Net Assets
$63,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,812
Grants and Similar Amounts Paid$6,000
Total Fundraising Expense$1,361
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$2,478$1,811$1,361$5,650
Fees for Service Investment Mgmnt Fees$0$5,454$0$5,454
Grants to Domestic Orgs$5,000--$5,000
Insurance$4,853$0$0$4,853
Office Expenses$0$1,114$0$1,114
Grants to Domestic Individuals$1,000--$1,000
Depreciation Depletion$844$133$0$977
Fees for Services Accounting$0$675$0$675
Information Technology$86$0$0$86
Total Functional Expenses$58,264$9,187$1,361$68,812
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Stanly County Historical Society Inc
EIN
56-2209618
Phone
7049863777
Address
PO BOX 1384, ALBEMARLE, NC 28002

Signing Officer

Name
William B Jones
Title
President
Phone
7049863777
Signed
2025-12-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Bain Jones
Formed
1998
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
40

Preparer

Firm
Carter& Jackson Co CPAS
Address
PO BOX 73, ALBEMARLE, NC 28002
Preparer
Donna Bowers CPA
Phone
7049833783
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

There will be a meeting of the board of directors to review the form 990 before it is filed. Any questions will be directed to the cpa firm.

Pt VI, Line 19

All records are maintained at the historical society office and may be requested for inspection by anyone. There are regular meetings held and a member could be contacted.

Other

Stanly county provides an office for the historical society, annual value $3,000.

Financial Statement Notes

Pt V, Line 4

The purpose of the endowment fund is to support the maintenance and operations (including education events and exhibits) of current, and future properties of the stanly county historical society and to aid other stanly county non-profit organizations with historical preservation efforts and historical education.

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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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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt081764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0117542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0275250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0545511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0101318
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0138889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt072138
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt060320
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0372665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04844
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0101318
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0138889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt072138
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt060320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0372665
IRS990ScheduleA/InvestmentIncomeCYPct00.40370
IRS990ScheduleA/InvestmentIncomePYPct00.32920
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.59630
IRS990ScheduleA/PublicSupportPY509Pct00.67080
IRS990ScheduleA/PublicSupportTotal509Amt0550355
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0118934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0276048
IRS990ScheduleA/Total509Grp/TotalAmt0550355
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0923020
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04740
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0590670
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt030000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0687138
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt016000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt087208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04214
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0490655
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0590670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt014453
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118682
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03749
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0406067
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt027000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0490655
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03232
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0403245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0105000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0406067
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt011279
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-87667
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0387897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0403245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016303
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt07974
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02284
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010258
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0125815
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LOT AND TWO HISTORIC HOMES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0117345
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1687138
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST IN ASSET POOL-FFTC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ENDOWMENT FUND BENEFICIAL INT IN ASSET POOL-FFTC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ENDOWMENT FUND IS TO SUPPORT THE MAINTENANCE AND OPERATIONS (INCLUDING EDUCATION EVENTS AND EXHIBITS) OF CURRENT, AND FUTURE PROPERTIES OF THE STANLY COUNTY HISTORICAL SOCIETY AND TO AID OTHER STANLY COUNTY NON-PROFIT ORGANIZATIONS WITH HISTORICAL PRESERVATION EFFORTS AND HISTORICAL EDUCATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07974
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0125815
IRS990ScheduleD/TotalBookValueSecuritiesAmt0804483
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WILL BE A MEETING OF THE BOARD OF DIRECTORS TO REVIEW THE FORM 990 BEFORE IT IS FILED. ANY QUESTIONS WILL BE DIRECTED TO THE CPA FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL RECORDS ARE MAINTAINED AT THE HISTORICAL SOCIETY OFFICE AND MAY BE REQUESTED FOR INSPECTION BY ANYONE. THERE ARE REGULAR MEETINGS HELD AND A MEMBER COULD BE CONTACTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STANLY COUNTY PROVIDES AN OFFICE FOR THE HISTORICAL SOCIETY, ANNUAL VALUE $3,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0914193
IRS990/TotalAssetsEOYAmt0978135
IRS990/TotalAssetsGrp/BOYAmt0914193
IRS990/TotalAssetsGrp/EOYAmt0978135
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt031000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01361
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09187
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058264
IRS990/TotalFunctionalExpensesGrp/TotalAmt068812
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

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