Civic Intelligence

Anson County Historical Society

EIN 56-6093146 • 501(c)3 • Wadesboro, NC

Profile

Preservation of historical sites in anson county

206 East Wade StreetWadesboro, NC 28170

www.ansonhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

46th percentile

1.8%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

28%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$525,492

Up $9,206 (+1.8%) from 2019

Liabilities

Down

$420

Down $149 (-26%) from 2019

Net Assets

Up

$525,072

Up $9,355 (+1.8%) from 2019

Operations
Liabilities / Revenue42nd percentileNet Margin66th percentile

Revenue

Up

$68,465

Up $14,789 (+28%) from 2019

Expenses

Up

$59,110

Up $776 (+1.3%) from 2019

Net Income

Up

$9,355

Up $14,013 (+301%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2010: $591,945Liabilities 2010: $0Net Assets 2010: $591,9452010Assets 2011: $556,200Liabilities 2011: $154Net Assets 2011: $556,0462011Assets 2012: $526,432Liabilities 2012: $151Net Assets 2012: $526,2812012Assets 2013: $525,194Liabilities 2013: $105Net Assets 2013: $525,0892013Assets 2014: $525,044Liabilities 2014: $133Net Assets 2014: $524,9112014Assets 2015: $512,757Liabilities 2015: $210Net Assets 2015: $512,5472015Assets 2016: $531,511Liabilities 2016: $564Net Assets 2016: $530,9472016Assets 2017: $520,744Liabilities 2017: $441Net Assets 2017: $520,3032017Assets 2018: $520,889Liabilities 2018: $515Net Assets 2018: $520,3742018Assets 2019: $516,286Liabilities 2019: $569Net Assets 2019: $515,7172019Assets 2020: $525,492Liabilities 2020: $420Net Assets 2020: $525,0722020

Highlighted filing

2020

Assets$525,492
Liabilities$420
Net Assets$525,072
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $68,990Expenses 2010: $109,211Net Income 2010: -$40,2212010Revenue 2011: $42,789Expenses 2011: $78,688Net Income 2011: -$35,8992011Revenue 2012: $29,256Expenses 2012: $59,021Net Income 2012: -$29,7652012Revenue 2013: $54,263Expenses 2013: $55,455Net Income 2013: -$1,1922013Revenue 2014: $47,535Expenses 2014: $47,713Net Income 2014: -$1782014Revenue 2015: $42,734Expenses 2015: $55,098Net Income 2015: -$12,3642015Revenue 2016: $65,338Expenses 2016: $46,938Net Income 2016: $18,4002016Revenue 2017: $40,465Expenses 2017: $51,109Net Income 2017: -$10,6442017Revenue 2018: $53,958Expenses 2018: $53,888Net Income 2018: $702018Revenue 2019: $53,676Expenses 2019: $58,334Net Income 2019: -$4,6582019Revenue 2020: $68,465Expenses 2020: $59,110Net Income 2020: $9,3552020

Highlighted filing

2020

Revenue$68,465
Expenses$59,110
Net Income$9,355
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$525,492
Liabilities
$420
Net assets
$525,072
Revenue
$68,465
Expenses
$59,110
Net income
$9,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.68$0.59$0.09
2019Summary only. Only limited summary data is available for this year.$5.16$0.01$5.16$0.54$0.58$0.05
2018Summary only. Only limited summary data is available for this year.$5.21$0.01$5.20$0.54$0.54$0.00
2017Summary only. Only limited summary data is available for this year.$5.21$0.00$5.20$0.40$0.51$0.11
2016Summary only. Only limited summary data is available for this year.$5.32$0.01$5.31$0.65$0.47$0.18
2015Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$0.43$0.55$0.12
2014Summary only. Only limited summary data is available for this year.$5.25$0.00$5.25$0.48$0.48$0.00
2013Summary only. Only limited summary data is available for this year.$5.25$0.00$5.25$0.54$0.55$0.01
2012Summary only. Only limited summary data is available for this year.$5.26$0.00$5.26$0.29$0.59$0.30
2011Summary only. Only limited summary data is available for this year.$5.56$0.00$5.56$0.43$0.79$0.36
2010Summary only. Only limited summary data is available for this year.$5.92$0.00$5.92$0.69$1.09$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$69,262
Mission and Program Overview

Mission

Preservation of historical sites in anson county

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$384,496$368,117▼ $16,379
Cash and Non-Interest-Bearing Accounts$113,977$123,162▲ $9,185
Savings and Temporary Cash Investments$17,813$34,213▲ $16,400
Total Assets$516,286$525,492▲ $9,206
Liabilities
Accounts Payable and Accrued Expenses$569$420▼ $149
Total Liabilities$569$420▼ $149
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$515,717$525,072▲ $9,355
Total Net Assets Fund Balance$515,717$525,072▲ $9,355
Total Liabilities and Net Assets / Fund Balance$516,286$525,492▲ $9,206

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$302,390$224,933$527,323
Other Land Buildings$273$136,970$137,243
Land$55,000-$55,000
Equipment$10,454$29,440$39,894
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Tommy AllenPresident
Jake BarbeeVice President
Bill WallBoard Member
Calvin GaddyBoard Member
David KellyBoard Member
Lonnie BaucomBoard Member
Marlene RichardsonBoard Member
Melanie CounteeBoard Member
Paul LittleBoard Member
Ralph CobleBoard Member
Shelby EmrichBoard Member
Steve LearBoard Member
Walter TurnerBoard Member
Bill ClarkBoard Memeber
Peggy StewartSecretary
Kathryn McleodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,344
Program Service Revenue
$0
Investment Income
$468
Other Revenue
$1,653
All Other Contributions
$41,373
Change in Net Assets
$9,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,925
Salaries, Compensation, and Employee Benefits$16,185
Total Fundraising Expense$2,634
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$16,379$0$0$16,379
Other Salaries and Wages$10,516$3,004$1,502$15,022
Office Expenses$8,126$1,016$1,016$10,158
All Other Expenses$2,044$2,752$0$4,796
Fees for Services Accounting$0$1,200$0$1,200
Payroll Taxes$814$233$116$1,163
Insurance$699$0$0$699
Other Expenses$0$302$0$302
Total Functional Expenses$46,312$10,164$2,634$59,110
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
Anson County Historical Society
EIN
56-6093146
Phone
7046946694
Address
206 EAST WADE STREET, WADESBORO, NC 28170

Signing Officer

Name
Jake Barbee
Title
Vice President
Phone
7046946694
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jake Barbee
Formed
1965
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
25

Preparer

Firm
J B Watson & Co Pllc
Address
PO BOX 341, WADESBORO, NC 28170
Preparer
James F Hanna
Phone
7046945174
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The officers have reviewed form 990 before filing”

Pt VI, Line 19

“All records are kept at the organizations office and are available to the public”

Pt VI, Line 6

“Members join by paying annual dues”

Pt VI, Line 7A

“All officers are elected at the annual meeting”

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IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINT.
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01657
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3302
IRS990/OtherExpensesGrp/ProgramServicesAmt01822
IRS990/OtherExpensesGrp/ProgramServicesAmt14385
IRS990/OtherExpensesGrp/ProgramServicesAmt21527
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt03479
IRS990/OtherExpensesGrp/TotalAmt14385
IRS990/OtherExpensesGrp/TotalAmt21527
IRS990/OtherExpensesGrp/TotalAmt3302
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01502
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03004
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010516
IRS990/OtherSalariesAndWagesGrp/TotalAmt015022
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0116
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0233
IRS990/PayrollTaxesGrp/ProgramServicesAmt0814
IRS990/PayrollTaxesGrp/TotalAmt01163
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAKE BARBEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050304
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0444
IRS990/PYOtherExpensesAmt041042
IRS990/PYOtherRevenueAmt02928
IRS990/PYRevenuesLessExpensesAmt0-4658
IRS990/PYSalariesCompEmpBnftPaidAmt017292
IRS990/PYTotalExpensesAmt058334
IRS990/PYTotalRevenueAmt053676
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt09355
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017813
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034213
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt052771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0272600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0468
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0444
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt093
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010621
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0444
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01055
IRS990ScheduleA/InvestmentIncomeCYPct00.00370
IRS990ScheduleA/InvestmentIncomePYPct00.00650
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.84700
IRS990ScheduleA/PublicSupportPY509Pct00.87550
IRS990ScheduleA/PublicSupportTotal509Amt0240788
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt019000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt03271
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt020162
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt042433
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt019000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt03271
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt020162
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt042433
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065312
IRS990ScheduleA/Total509Grp/TotalAmt0283221
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0284276
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/BuildingsGrp/BookValueAmt0302390
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0224933
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0527323
IRS990ScheduleD/EquipmentGrp/BookValueAmt010454
IRS990ScheduleD/EquipmentGrp/DepreciationAmt029440
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039894
IRS990ScheduleD/LandGrp/BookValueAmt055000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt055000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0273
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0136970
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0137243
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0368117
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS HAVE REVIEWED FORM 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL RECORDS ARE KEPT AT THE ORGANIZATIONS OFFICE AND ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS JOIN BY PAYING ANNUAL DUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS ARE ELECTED AT THE ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7a
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

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