Civic Intelligence

Whalehead Preservation Trust & Currituck Wildlife Museum

EIN 56-6424298 • 501(c)3 • Currituck, NC

Profile

To preserve, protect and interpret the historic architectural, cultural, decorative, ecological and social significance of the whalehead club and surrounding grounds.

153 Courthouse RdCurrituck, NC 27929

n/A

Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.08x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$541,687

Up $479 (+0.1%) from 2015

Liabilities

Up

$8,681

Up $6,376 (+277%) from 2015

Net Assets

Down

$533,006

Down $5,897 (-1.1%) from 2015

Operations
Liabilities / Revenue67th percentileNet Margin88th percentile

Revenue

Down

$111,496

Down $641,735 (-85%) from 2015

Expenses

Down

$60,939

Down $1,006,258 (-94%) from 2015

Net Income

Up

$50,557

Up $364,523 (+116%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,906,276Liabilities 2011: $61,591Net Assets 2011: $1,844,6852011Assets 2012: $1,954,557Liabilities 2012: $66,738Net Assets 2012: $1,887,8192012Assets 2013: $1,840,720Liabilities 2013: $64,747Net Assets 2013: $1,775,9732013Assets 2014: $1,931,322Liabilities 2014: $76,119Net Assets 2014: $1,855,2032014Assets 2015: $541,208Liabilities 2015: $2,305Net Assets 2015: $538,9032015Assets 2016: $541,687Liabilities 2016: $8,681Net Assets 2016: $533,0062016

Highlighted filing

2016

Assets$541,687
Liabilities$8,681
Net Assets$533,006
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,197,8842011Revenue 2012: $1,145,779Expenses 2012: $1,102,645Net Income 2012: $43,1342012Revenue 2013: $1,168,735Expenses 2013: $1,280,581Net Income 2013: -$111,8462013Revenue 2014: $1,187,346Expenses 2014: $1,108,121Net Income 2014: $79,2252014Revenue 2015: $753,231Expenses 2015: $1,067,197Net Income 2015: -$313,9662015Revenue 2016: $111,496Expenses 2016: $60,939Net Income 2016: $50,5572016

Highlighted filing

2016

Revenue$111,496
Expenses$60,939
Net Income$50,557
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$541,687
Liabilities
$8,681
Net assets
$533,006
Revenue
$111,496
Expenses
$60,939
Net income
$50,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$0.11$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.75$1.07$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.08$1.86$1.19$1.11$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.06$1.78$1.17$1.28$0.11
2012Summary only. Only limited summary data is available for this year.$1.95$0.07$1.89$1.15$1.10$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.06$1.84$1.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2016
Return Version
2015v3.0
Gross Receipts
$111,496
Mission and Program Overview

Mission

To preserve, protect and interpret the historic architectural, cultural, decorative, ecological and social significance of the whalehead club and surrounding grounds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$421,327$466,708▲ $45,381
Inventories for Sale or Use$56,454--
Accounts Receivable$24,788$42,741▲ $17,953
Prepaid Expenses and Deferred Charges$6,886$1,433▼ $5,453
Total Assets$541,208$541,687▲ $479
Other Assets Total$31,753$30,805▼ $948
Liabilities
Accounts Payable and Accrued Expenses$82$8,681▲ $8,599
Deferred Revenue$2,223--
Total Liabilities$2,305$8,681▲ $6,376
Net Assets / Fund Balance
Temporarily Rstr Net Assets$287,700$363,303▲ $75,603
Unrestricted Net Assets$251,203$169,703▼ $81,500
Total Net Assets Fund Balance$538,903$533,006▼ $5,897
Total Liabilities and Net Assets / Fund Balance$541,208$541,687▲ $479

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$24,236-▲ $1,722-$23,353
2015$23,096$450▲ $1,029-$24,236
2014$15,956$5,000▲ $2,390-$23,096
2013$14,844-▲ $1,362-$15,956
2012$14,967-▲ $127-$14,844
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Mike DoxeyPresident
Carl RossBoard Member
Cliff ScottBoard Member
Dan ScanlonBoard Member
David GriggsBoard Member
Ike McreeBoard Member
Tameron KuglerBoard Member
Travis MorrisBoard Member
Penny Leary-smithSecretary
Kimberlee HoeyTreasurer
Steven KesslerVice-pres.
Revenue and Support

Revenue Composition

Contributions and Grants
$67,303
Program Service Revenue
$0
Investment Income
$1,452
Other Revenue
$42,741
All Other Contributions
$4,451
Change in Net Assets
$50,557

Audited Revenue Reconciliation

Revenue per Audited Statements
$111,496
Total Revenue per Audited Statements
$111,496
Total Revenue per Form 990
$111,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,939
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
Fees for Services Accounting-$17,013-$17,013
Insurance-$4,776-$4,776
Fees for Services Legal-$3,258-$3,258
All Other Expenses$400$1,647-$2,047
Other Expenses$29,091$959-$959
Total Functional Expenses$29,491$31,448$0$60,939

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$60,939
Total Expenses per Audited Statements$60,939
Total Expenses per Form 990$60,939
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
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 7A

“Members elect president, vice-president, treasurer and secretary.”

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

“The independent accounting firm sends a copy of the 990 to the executive director for review prior to filing the return.”

Form 990, Page 6, Part VI, Line 15A

“All salaries, including the executive director, are comparable to currituck county wages and advancements.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Whalehead Preservation Trust &
EIN
56-6424298
Phone
2522322381
Address
153 COURTHOUSE RD, CURRITUCK, NC 27929

Signing Officer

Name
Kimberlee Hoey
Title
Treasurer
Phone
2522322381
Signed
2016-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberlee Hoey
Formed
1997
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
23

Preparer

Firm
Moss & Associates Pc
Address
100 BRUTON CT, CHESAPEAKE, VA 23322
Preparer
William R Moss
Phone
7574109283
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Distribution of inventory to currituck county -56,454 total -56,454”

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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/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0832955
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03116807
IRS990ScheduleA/TotalSupportAmt03116807
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0333
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt024236
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt023353
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0339
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt023096
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0450
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt024236
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01029
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt015956
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt023096
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02390
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014844
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt015956
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014967
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014844
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt060939
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt017828
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16452
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt25525
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ENDOWMENT FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OBCF-THORNTON NON-ENDOWED FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OBCF-HUNDLEY ENDOWMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OBCF-FRIENDS OF WH
IRS990ScheduleD/RevenueSubtotalAmt0111496
IRS990ScheduleD/TotalBookValueOtherAssetsAmt030805
IRS990ScheduleD/TotalExpensesPerForm990Amt060939
IRS990ScheduleD/TotalRevenuePerForm990Amt0111496
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0111496
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt060939
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ELECT PRESIDENT, VICE-PRESIDENT, TREASURER AND SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INDEPENDENT ACCOUNTING FIRM SENDS A COPY OF THE 990 TO THE EXECUTIVE DIRECTOR FOR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL SALARIES, INCLUDING THE EXECUTIVE DIRECTOR, ARE COMPARABLE TO CURRITUCK COUNTY WAGES AND ADVANCEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISTRIBUTION OF INVENTORY TO CURRITUCK COUNTY -56,454 TOTAL -56,454
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0287700
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0363303
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0541208
IRS990/TotalAssetsEOYAmt0541687
IRS990/TotalAssetsGrp/BOYAmt0541208
IRS990/TotalAssetsGrp/EOYAmt0541687
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt067303
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031448
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029491
IRS990/TotalFunctionalExpensesGrp/TotalAmt060939
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02305
IRS990/TotalLiabilitiesEOYAmt08681
IRS990/TotalLiabilitiesGrp/BOYAmt02305
IRS990/TotalLiabilitiesGrp/EOYAmt08681
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0538903
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0533006
IRS990/TotalProgramServiceExpensesAmt029491
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt044193
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0111496
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0541208
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0541687
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0251203
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0169703
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 307
IRS990/USAddress/CityNm0COROLLA
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027927
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLEE HOEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02522322381
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHALEHEAD PRESERVATION TRUST &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CURRITUCK WILDLIFE MUSEUM
ReturnHeader/Filer/BusinessNameControlTxt0WHAL
ReturnHeader/Filer/EIN0566424298
ReturnHeader/Filer/PhoneNum02522322381
ReturnHeader/Filer/USAddress/AddressLine1Txt0153 COURTHOUSE RD
ReturnHeader/Filer/USAddress/CityNm0CURRITUCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 BRUTON CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESAPEAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023322
ReturnHeader/PreparerPersonGrp/PhoneNum07574109283
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R MOSS
ReturnHeader/ReturnTs02017-03-01T16:43:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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