Civic Intelligence

Granville County Historical Society

EIN 56-6075581 • 501(c)3 • Oxford, NC

Profile

Promote knowledge about history of granville county

PO Box 1433Oxford, NC 27565

www.granvillemuseumnc.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.07x

Higher debt load relative to assets than 60% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.49x

Higher debt load relative to revenue than 90% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

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 2024

Asset Growth

53rd percentile

3.9%

Faster asset growth than 53% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

3.9%

Faster revenue growth than 44% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$826,427

Up $30,962 (+3.9%) from 2023

Liabilities

Up

$59,941

Up $17,987 (+43%) from 2023

Net Assets

Up

$766,486

Up $12,975 (+1.7%) from 2023

Revenue

Up

$123,033

Up $4,565 (+3.9%) from 2023

Expenses

Down

$110,058

Down $36,282 (-25%) from 2023

Net Income

Up

$12,975

Up $40,847 (+147%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $728,712Liabilities 2011: $1,318Net Assets 2011: $727,3942011Assets 2012: $767,686Liabilities 2012: $1,343Net Assets 2012: $766,3432012Assets 2013: $767,022Liabilities 2013: $1,641Net Assets 2013: $765,3812013Assets 2014: $803,262Liabilities 2014: $1,356Net Assets 2014: $801,9062014Assets 2015: $801,570Liabilities 2015: $1,449Net Assets 2015: $800,1212015Assets 2016: $797,008Liabilities 2016: $1,476Net Assets 2016: $795,5322016Assets 2017: $755,448Liabilities 2017: $1,127Net Assets 2017: $754,3212017Assets 2018: $733,959Liabilities 2018: $1,031Net Assets 2018: $732,9282018Assets 2019: $698,856Liabilities 2019: $1,080Net Assets 2019: $697,7762019Assets 2020: $689,634Liabilities 2020: $8,029Net Assets 2020: $681,6052020Assets 2021: $777,815Liabilities 2021: $15,051Net Assets 2021: $762,7642021Assets 2022: $791,295Liabilities 2022: $9,912Net Assets 2022: $781,3832022Assets 2023: $795,465Liabilities 2023: $41,954Net Assets 2023: $753,5112023Assets 2024: $826,427Liabilities 2024: $59,941Net Assets 2024: $766,4862024

Highlighted filing

2024

Assets$826,427
Liabilities$59,941
Net Assets$766,486

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $165,9132011Expenses 2012: $175,4822012Revenue 2013: $193,825Expenses 2013: $194,787Net Income 2013: -$9622013Revenue 2014: $218,614Expenses 2014: $182,089Net Income 2014: $36,5252014Revenue 2015: $163,422Expenses 2015: $165,207Net Income 2015: -$1,7852015Revenue 2016: $153,533Expenses 2016: $158,122Net Income 2016: -$4,5892016Revenue 2017: $97,918Expenses 2017: $139,129Net Income 2017: -$41,2112017Revenue 2018: $114,155Expenses 2018: $135,548Net Income 2018: -$21,3932018Revenue 2019: $97,862Expenses 2019: $133,014Net Income 2019: -$35,1522019Revenue 2020: $82,469Expenses 2020: $98,640Net Income 2020: -$16,1712020Revenue 2021: $178,635Expenses 2021: $97,476Net Income 2021: $81,1592021Revenue 2022: $144,142Expenses 2022: $125,523Net Income 2022: $18,6192022Revenue 2023: $118,468Expenses 2023: $146,340Net Income 2023: -$27,8722023Revenue 2024: $123,033Expenses 2024: $110,058Net Income 2024: $12,9752024

Highlighted filing

2024

Revenue$123,033
Expenses$110,058
Net Income$12,975

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$0.60$7.66$1.23$1.10$0.13
2023Summary only. Only limited summary data is available for this year.$7.95$0.42$7.54$1.18$1.46$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.10$7.81$1.44$1.26$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.15$7.63$1.79$0.97$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.08$6.82$0.82$0.99$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.01$6.98$0.98$1.33$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.01$7.33$1.14$1.36$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.01$7.54$0.98$1.39$0.41
2016Detailed filing. Detailed filing data is available for this year.$7.97$0.01$7.96$1.54$1.58$0.05
2015Detailed filing. Detailed filing data is available for this year.$8.02$0.01$8.00$1.63$1.65$0.02
2014Summary only. Only limited summary data is available for this year.$8.03$0.01$8.02$2.19$1.82$0.37
2013Summary only. Only limited summary data is available for this year.$7.67$0.02$7.65$1.94$1.95$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.68$0.01$7.66$1.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.29$0.01$7.27$1.66
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$158,971
Mission and Program Overview

Mission

Promote knowledge about history of granville county

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$800,121$795,532▼ $4,589
Land, Buildings, and Equipment, Net$649,153$634,299▼ $14,854
Savings and Temporary Cash Investments$51,397$58,450▲ $7,053
Investments in Publicly Traded Securities$47,876$46,734▼ $1,142
Inventories for Sale or Use$43,924$46,500▲ $2,576
Cash and Non-Interest-Bearing Accounts$5,127$6,618▲ $1,491
Accounts Receivable$4,093$4,407▲ $314
Total Assets$801,570$797,008▼ $4,562
Liabilities
Accounts Payable and Accrued Expenses$1,449$1,476▲ $27
Total Liabilities$1,449$1,476▲ $27
Net Assets / Fund Balance
Total Net Assets Fund Balance$800,121$795,532▼ $4,589
Total Liabilities and Net Assets / Fund Balance$801,570$797,008▼ $4,562

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$376,804$87,852$464,656
Equipment$219,976$11,071$231,047
Land$37,519-$37,519
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard TaylorPresident
Adlai WoodliefBoard Member
Helen BrummittBoard Member
Isabel WashingtonCorrespondin
Steve SievertSecretary
Bobby WheelerTreasurer
Jim CrawfordVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$121,702
Program Service Revenue
$31,181
Investment Income
$1,976
Other Revenue
$-1,326
All Other Contributions
$3,630
Change in Net Assets
$-4,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,054
Salaries, Compensation, and Employee Benefits$65,068
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,535--$60,535
Fees for Services Other$26,038--$26,038
Occupancy$25,045--$25,045
Depreciation Depletion$14,854--$14,854
Advertising$11,126--$11,126
Office Expenses$5,194--$5,194
Payroll Taxes$4,533--$4,533
Other Expenses$4,500--$4,500
Fees for Services Accounting-$3,102-$3,102
Insurance$2,629--$2,629
Fees for Service Investment Mgmnt Fees-$550-$550
Interest$16--$16
Total Functional Expenses$154,470$3,652$0$158,122
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 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

A copy of the form 990 is reviewed by management prior to filing - comparisons are made with compiled financial statements.

Form 990, Page 6, Part VI, Line 19

All documents are available at our office in oxford, nc.

Filing and Contact Details

Filer

Filer Name
Granville County Historical Society
EIN
56-6075581
Phone
9196939706
Address
PO BOX 1433, OXFORD, NC 27565

Signing Officer

Name
Bobby Wheeler
Title
Treasurer
Phone
9196939706
Signed
2017-05-11

Organization Details

Principal Officer
Bobby Wheeler
Formed
1964
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
4

Preparer

Firm
Winston Williams Creech Evans & Co Llp
Address
PO BOX 1366, OXFORD, NC 27565-0487
Preparer
James P Winston Ii
Phone
9196935196
Supplemental Narrative

Additional Explanations

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

To promote knowledge about granville county by providing financial support for the granville county museum and for its developing exhibits.

Form 990, Part IX, Line 11G

Bank fees 1,241 0 0 contract labor 2,252 0 0 dues and subscriptions 353 0 0 internet 321 0 0 repairs and maintenance 1,096 0 0 telephone 2,576 0 0 utilities 6,551 0 0 supplies 1,255 0 0 docents 197 0 0 exhibit expenses 5,957 0 0 security 260 0 0 finance charge 10 0 0 association fees 1,862 0 0 misc. 108 0 0 website expense 1,970 0 0 meals and food 29 0 0

Raw XML Appendix341 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0149214
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0692289
IRS990ScheduleA/TotalSupportAmt0692289
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0219976
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011071
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0231047
IRS990ScheduleD/LandGrp/BookValueAmt037519
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt037519
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0376804
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt087852
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0464656
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0634299
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE KNOWLEDGE ABOUT GRANVILLE COUNTY BY PROVIDING FINANCIAL SUPPORT FOR THE GRANVILLE COUNTY MUSEUM AND FOR ITS DEVELOPING EXHIBITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS REVIEWED BY MANAGEMENT PRIOR TO FILING - COMPARISONS ARE MADE WITH COMPILED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE AT OUR OFFICE IN OXFORD, NC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 1,241 0 0 CONTRACT LABOR 2,252 0 0 DUES AND SUBSCRIPTIONS 353 0 0 INTERNET 321 0 0 REPAIRS AND MAINTENANCE 1,096 0 0 TELEPHONE 2,576 0 0 UTILITIES 6,551 0 0 SUPPLIES 1,255 0 0 DOCENTS 197 0 0 EXHIBIT EXPENSES 5,957 0 0 SECURITY 260 0 0 FINANCE CHARGE 10 0 0 ASSOCIATION FEES 1,862 0 0 MISC. 108 0 0 WEBSITE EXPENSE 1,970 0 0 MEALS AND FOOD 29 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0801570
IRS990/TotalAssetsEOYAmt0797008
IRS990/TotalAssetsGrp/BOYAmt0801570
IRS990/TotalAssetsGrp/EOYAmt0797008
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0121702
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03652
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0154470
IRS990/TotalFunctionalExpensesGrp/TotalAmt0158122
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01449
IRS990/TotalLiabilitiesEOYAmt01476
IRS990/TotalLiabilitiesGrp/BOYAmt01449
IRS990/TotalLiabilitiesGrp/EOYAmt01476
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0800121
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0795532
IRS990/TotalOtherProgSrvcExpenseAmt019370
IRS990/TotalProgramServiceExpensesAmt0154470
IRS990/TotalProgramServiceRevenueAmt031181
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031831
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153533
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0801570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0797008
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.GRANVILLEMUSEUMNC.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BOBBY WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09196939706
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRANVILLE COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0566075581
ReturnHeader/Filer/PhoneNum09196939706
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1433
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027565
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561872557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINSTON WILLIAMS CREECH EVANS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1366
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275650487
ReturnHeader/PreparerPersonGrp/PhoneNum09196935196
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P WINSTON II
ReturnHeader/ReturnTs02017-05-15T14:38:15-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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