Civic Intelligence

Wachovia Historical Society Inc

EIN 56-6047896 • 501(c)3 • Winstonsalem, NC

Pub. 78 Eligible990-N Coverage

Profile

The collection, preservation and dissemination of everything relating to the history, antiquities and literature of the moravian church in the south

P O Box 20803Winstonsalem, NC 27101-0803
Siviq Scores

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

Liabilities / Assets

89th percentile

0.52x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

23.31x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

$410,908

No earlier filing loaded for comparison.

Liabilities

$215,510

No earlier filing loaded for comparison.

Net Assets

$195,398

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue99th percentileNet Margin94th percentile

Revenue

$9,244

No earlier filing loaded for comparison.

Expenses

$2,762

No earlier filing loaded for comparison.

Net Income

$6,482

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2024: $410,908Liabilities 2024: $215,510Net Assets 2024: $195,3982024

Highlighted filing

2024

Assets$410,908
Liabilities$215,510
Net Assets$195,398
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0Revenue 2024: $9,244Expenses 2024: $2,762Net Income 2024: $6,4822024

Highlighted filing

2024

Revenue$9,244
Expenses$2,762
Net Income$6,482
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$410,908
Liabilities
$215,510
Net assets
$195,398
Revenue
$9,244
Expenses
$2,762
Net income
$6,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.11$2.16$1.95$0.09$0.03$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.0
Gross Receipts
$9,244
Mission and Program Overview

Mission

The collection, preservation and dissemination of everything relating to the history, antiquities and literature of the moravian church in the south

The object of this society shall be the collection, preservation, and dissemination of everything relating to the history antiquities, and literature of the moravian church in the south and the secular and religious development in north carolina and the adjoining states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$328,384$329,465▲ $1,081
Cash and Non-Interest-Bearing Accounts$43,759$46,953▲ $3,194
Total Assets$406,633$410,908▲ $4,275
Other Assets Total$34,490$34,490→ $0
Liabilities
Deferred Revenue$215,510$215,510→ $0
Total Liabilities$215,510$215,510→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$151,449$153,405▲ $1,956
Net Assets With Donor Restrictions$39,674$41,993▲ $2,319
Total Net Assets Fund Balance$191,123$195,398▲ $4,275
Total Liabilities and Net Assets / Fund Balance$406,633$410,908▲ $4,275

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$34,490--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Karl W KappPresident
Edward G HillDirector
Elizabeth ThomasDirector
Jackson MarshallDirector
Jay LesterDirector
John LarsonDirector
Michelle M DelappDirector
Ned EricksonDirector
Ricky R SidesDirector
Robert SpaughDirector
Roger CrookDirector
Ulrike WeithausDirector
Zach RouthDirector
Victoria RemishofskySecretary
James JohnsonTreasurer
Jimmie E SnyderVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,449
Program Service Revenue
$0
Investment Income
$3,613
Other Revenue
$1,182
All Other Contributions
$4,449
Change in Net Assets
$6,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,762
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$1,830--$1,830
Other Expenses$382--$382
Fees for Service Investment Mgmnt Fees$325--$325
Fees for Services Other$118--$118
Conferences and Meetings$107--$107
Total Functional Expenses$2,762$0$0$2,762
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,182
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
No
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

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Wachovia Historical Society Inc
EIN
56-6047896
Phone
3362836237
Address
P O BOX 20803, WINSTONSALEM, NC 27101-0803

Signing Officer

Name
Karl W Kapp
Title
President
Phone
3362836237
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karl W Kapp
Formed
1895
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Gray Callison & Jones CPA Pc
Address
3813 FORRESTGATE DR, WINSTON SALEM, NC 27103
Preparer
Ernest V Logemann
Phone
3367603210
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gains 0 unrealized losses -2,207 total -2,207”

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ReasonableCauseExplanation/ExplanationTxt0TAXPAYER ORIGINALLY FILE THE SHORT YEAR RETURN VIA PAPER AS THE ELECTRONIC FILING WAS REJECTED. NOW THE PAPER RETURN HAS BEEN RETURNED TO TAXPAYER INSTRUCTING THEM TO FILE ELECTRONICALLY (0422604607 LTR 2694C). TAXPAYER DOES NOT BELIEVE ANY PENALTIES ARE APPLICABLE AS TAXPAYER FILED A RETURN IN APRIL 2025 PRIOR TO THE DUE DATE OF THE FORM 990.
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