Civic Intelligence

Lower Cape Fear Historical Society Inc.

990EZ • Fiscal year 2015 • EIN 56-6065283

May 01, 2014 to Apr 30, 2015 • Filed on Jul 21, 2015

126 S 3rd StreetWilmington, NC 28401

(910) 762-0492

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

8.9%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$274,665

Up $22,429 (+8.9%) from 2014

Net Assets

Up

$273,392

Up $23,213 (+9.3%) from 2014

Liabilities

Down

$1,273

Down $784 (-38%) from 2014

Revenue

Up

$155,687

Up $16,267 (+12%) from 2014

Expenses

Down

$124,046

Down $28,407 (-19%) from 2014

Net Income

Up

$31,641

Up $44,674 (+343%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $245,058Liabilities 2011: $4,0262011Assets 2012: $222,942Liabilities 2012: $4,378Net Assets 2012: $218,5642012Assets 2013: $273,545Liabilities 2013: $1,883Net Assets 2013: $271,6622013Assets 2014: $252,236Liabilities 2014: $2,057Net Assets 2014: $250,1792014Assets 2015: $274,665Liabilities 2015: $1,273Net Assets 2015: $273,3922015Assets 2016: $223,777Liabilities 2016: $759Net Assets 2016: $223,0182016Assets 2017: $217,507Liabilities 2017: $5,961Net Assets 2017: $211,5462017Assets 2018: $267,548Liabilities 2018: $50,854Net Assets 2018: $216,6942018Assets 2019: $257,956Liabilities 2019: $49,380Net Assets 2019: $208,5762019Assets 2020: $336,995Liabilities 2020: $148,627Net Assets 2020: $188,3682020Assets 2021: $192,615Liabilities 2021: $18,061Net Assets 2021: $174,5542021Assets 2022: $175,149Liabilities 2022: $11,511Net Assets 2022: $163,6382022Assets 2023: $169,656Liabilities 2023: $2,040Net Assets 2023: $167,6162023Assets 2024: $162,147Liabilities 2024: $3,097Net Assets 2024: $159,0502024

Highlighted filing

2015

Assets$274,665
Liabilities$1,273
Net Assets$273,392

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $138,168Expenses 2011: $147,141Net Income 2011: -$8,9732011Revenue 2012: $138,093Expenses 2012: $160,561Net Income 2012: -$22,4682012Revenue 2013: $166,472Expenses 2013: $113,374Net Income 2013: $53,0982013Revenue 2014: $139,420Expenses 2014: $152,453Net Income 2014: -$13,0332014Revenue 2015: $155,687Expenses 2015: $124,046Net Income 2015: $31,6412015Revenue 2016: $122,468Expenses 2016: $163,611Net Income 2016: -$41,1432016Revenue 2017: $134,470Expenses 2017: $145,942Net Income 2017: -$11,4722017Revenue 2018: $115,857Expenses 2018: $121,566Net Income 2018: -$5,7092018Revenue 2019: $116,250Expenses 2019: $124,368Net Income 2019: -$8,1182019Revenue 2020: $105,342Expenses 2020: $125,550Net Income 2020: -$20,2082020Revenue 2021: $127,430Expenses 2021: $141,244Net Income 2021: -$13,8142021Revenue 2022: $100,793Expenses 2022: $111,709Net Income 2022: -$10,9162022Revenue 2023: $122,518Expenses 2023: $118,540Net Income 2023: $3,9782023Revenue 2024: $95,709Expenses 2024: $104,275Net Income 2024: -$8,5662024

Highlighted filing

2015

Revenue$155,687
Expenses$124,046
Net Income$31,641
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Jul 21, 2015
Return Version
2014v5.0
Gross Receipts
$168,683
Mission and Program Overview

Mission

LiteraryPreservation of Hist Documnts

Literary and preservation of historical documents.

Program Services

DescriptionGrantsExpenses
HOUSE TOURS - MORE THAN 4,000 GUESTS TOURED THE SOCIETY'S HEADQUARTERS DURING THE FISCAL YEAR.-$84,118
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN GOLDENPast Preside-$0--
GERALD PARNELLDirector-$0--
JOHN DEBNAMDirector-$0--
PAT HARDEEDirector-$0--
MAJORIE WAYVice Preside-$0--
GLORIA DEGNANSecretary-$0--
SUZANNE BURNS SMITHCorrespondin-$0--
DIANE THOMASDirector-$0--
KEMILLE S MOOREDirector-$0--
JOE WHITTEDDirector-$0--
TOM CRITTENDENPresident-$0--
HOBBS SUTTONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candle Light to$35,404$35,404$8,108$27,296
Secret Garden T$7,447$7,447-$7,447
Total Events$42,851$42,851$8,108$34,743
Filing and Contact Details

Filer

Filer Name
Lower Cape Fear
EIN
56-6065283
Phone
9107620492
Address
126 S 3RD STREET, WILMINGTON, NC 28401

Signing Officer

Name
Hobbs Sutton
Title
Treasurer
Phone
9107620492
Signed
2015-07-21

Preparer

Firm
Earney & Company Llp
Address
710 MILITARY CUTOFF RD STE 250, WILMINGTON, NC 28405-8364
Preparer
Charles L Earney CPA
Phone
9102569995
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

OTHER 154 TOTAL 154

Form 990-ez, Part I, Line 16

Expenses 3,886 16,099 8,954 docent program 2,998 supplies 176 total 32,113

Form 990-ez, Part I, Line 20

Cpa adjustment begin bal adjustment 202 book / tax depreciation difference -8,428

Form 990-ez, Part II, Line 24

Accounts receivable 0 175 inventories for sale or use -202 0 149,539 149,539 less accumulated depreciation 111,239 114,831 1,796 1,796 less accumulated amortization 1,796 1,796 antiques 54,500 54,500 total 92,598 89,383

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,057 1,273

Raw XML Appendix185 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08040
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN GOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GERALD PARNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN DEBNAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAT HARDEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAJORIE WAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLORIA DEGNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUZANNE BURNS SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEMILLE S MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOE WHITTED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TOM CRITTENDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HOBBS SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt092598
IRS990EZ/OtherAssetsTotalDetail/EOYAmt089383
IRS990EZ/OtherChangesInNetAssetsAmt0-8226
IRS990EZ/OtherExpensesTotalAmt032113
IRS990EZ/OtherRevenueTotalAmt0154
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LITERARY AND PRESERVATION OF HISTORICAL DOCUMENTS.
IRS990EZ/ProgramServiceRevenueAmt031088
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSE TOURS - MORE THAN 4,000 GUESTS TOURED THE SOCIETY'S HEADQUARTERS DURING THE FISCAL YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt084118
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt031196
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012996
IRS990EZ/SpecialEventsNetIncomeLossAmt040960
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02057
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01273
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124046
IRS990EZ/TotalProgramServiceExpensesAmt084118
IRS990EZ/TotalRevenueAmt0155687
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LATIMERHOUSE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0132903
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013322
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026947
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt079613
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83140
IRS990ScheduleA/PublicSupportPY170Pct00.81180
IRS990ScheduleA/PublicSupportTotal170Amt0132903
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057458
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0132903
IRS990ScheduleA/TotalSupportAmt0159850
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08108
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CANDLE LIGHT TO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SECRET GARDEN T
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07447
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07447
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042851
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034743
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08108
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 154 TOTAL 154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 3,886 16,099 8,954 DOCENT PROGRAM 2,998 SUPPLIES 176 TOTAL 32,113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CPA ADJUSTMENT BEGIN BAL ADJUSTMENT 202 BOOK / TAX DEPRECIATION DIFFERENCE -8,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 0 175 INVENTORIES FOR SALE OR USE -202 0 149,539 149,539 LESS ACCUMULATED DEPRECIATION 111,239 114,831 1,796 1,796 LESS ACCUMULATED AMORTIZATION 1,796 1,796 ANTIQUES 54,500 54,500 TOTAL 92,598 89,383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,057 1,273
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HOBBS SUTTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09107620492
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER CAPE FEAR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0566065283
ReturnHeader/Filer/PhoneNum09107620492
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 S 3RD STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561719839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EARNEY & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0710 MILITARY CUTOFF RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0284058364
ReturnHeader/PreparerPersonGrp/PhoneNum09102569995
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES L EARNEY CPA
ReturnHeader/ReturnTs02015-08-03T15:15:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.03$1.59$0.96$1.04$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.02$1.68$1.23$1.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.12$1.64$1.01$1.12$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.18$1.75$1.27$1.41$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$1.49$1.88$1.05$1.26$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.49$2.09$1.16$1.24$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.51$2.17$1.16$1.22$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.06$2.12$1.34$1.46$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.23$1.22$1.64$0.41
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.01$2.73$1.56$1.24$0.32
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.02$2.50$1.39$1.52$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.02$2.72$1.66$1.13$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.04$2.19$1.38$1.61$0.22
2011Summary only. Only limited summary data is available for this year.$2.45$0.04$1.38$1.47$0.09