Civic Intelligence

Spartanburg County Historical Assoc

EIN 57-6025123 • 501(c)3 • Spartanburg, SC

Profile

The mission of the spartanburg county historical association is to explore and preserve our regions history by collecting and sharing the stories and artifacts of the people who shaped that history.

PO Box 887Spartanburg, SC 29304

www.spartanburghistory.org

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$60,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,513,080

Up $215,197 (+17%) from 2023

Liabilities

Down

$7,567

Down $861 (-10%) from 2023

Net Assets

Up

$1,505,513

Up $216,058 (+17%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin79th percentile

Revenue

Down

$647,186

Down $96,657 (-13%) from 2023

Expenses

Up

$467,431

Up $132,163 (+39%) from 2023

Net Income

Down

$179,755

Down $228,820 (-56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,807,129Liabilities 2010: $16,757Net Assets 2010: $1,790,3722010Assets 2011: $1,820,779Liabilities 2011: $7,932Net Assets 2011: $1,812,8472011Assets 2012: $1,671,852Liabilities 2012: $9,628Net Assets 2012: $1,662,2242012Assets 2013: $1,614,547Liabilities 2013: $9,210Net Assets 2013: $1,605,3372013Assets 2014: $1,610,230Liabilities 2014: $5,034Net Assets 2014: $1,605,1962014Assets 2015: $1,545,200Liabilities 2015: $5,971Net Assets 2015: $1,539,2292015Assets 2016: $1,372,906Liabilities 2016: $4,947Net Assets 2016: $1,367,9592016Assets 2017: $1,290,602Liabilities 2017: $6,643Net Assets 2017: $1,283,9592017Assets 2018: $1,317,978Liabilities 2018: $5,070Net Assets 2018: $1,312,9082018Assets 2019: $1,232,662Liabilities 2019: $9,040Net Assets 2019: $1,223,6222019Assets 2020: $1,103,288Liabilities 2020: $26,009Net Assets 2020: $1,077,2792020Assets 2021: $1,081,720Liabilities 2021: $5,198Net Assets 2021: $1,076,5222021Assets 2022: $927,220Liabilities 2022: $8,560Net Assets 2022: $918,6602022Assets 2023: $1,297,883Liabilities 2023: $8,428Net Assets 2023: $1,289,4552023Assets 2024: $1,513,080Liabilities 2024: $7,567Net Assets 2024: $1,505,5132024

Highlighted filing

2024

Assets$1,513,080
Liabilities$7,567
Net Assets$1,505,513
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $451,5062010Revenue 2011: $317,676Expenses 2011: $433,649Net Income 2011: -$115,9732011Expenses 2012: $446,6112012Expenses 2013: $431,7952013Revenue 2014: $277,196Expenses 2014: $387,767Net Income 2014: -$110,5712014Revenue 2015: $301,654Expenses 2015: $376,226Net Income 2015: -$74,5722015Revenue 2016: $270,748Expenses 2016: $405,424Net Income 2016: -$134,6762016Revenue 2017: $216,177Expenses 2017: $360,819Net Income 2017: -$144,6422017Revenue 2018: $432,997Expenses 2018: $437,207Net Income 2018: -$4,2102018Revenue 2019: $220,545Expenses 2019: $325,290Net Income 2019: -$104,7452019Revenue 2020: $222,683Expenses 2020: $372,862Net Income 2020: -$150,1792020Revenue 2021: $234,923Expenses 2021: $342,324Net Income 2021: -$107,4012021Revenue 2022: $235,746Expenses 2022: $338,045Net Income 2022: -$102,2992022Revenue 2023: $743,843Expenses 2023: $335,268Net Income 2023: $408,5752023Revenue 2024: $647,186Expenses 2024: $467,431Net Income 2024: $179,7552024

Highlighted filing

2024

Revenue$647,186
Expenses$467,431
Net Income$179,755
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,513,080
Liabilities
$7,567
Net assets
$1,505,513
Revenue
$647,186
Expenses
$467,431
Net income
$179,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.01$1.51$0.65$0.47$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$0.74$0.34$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.24$0.34$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.08$0.23$0.34$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.08$0.22$0.37$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.22$0.33$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.31$0.43$0.44$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.01$1.28$0.22$0.36$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.27$0.41$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$0.30$0.38$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.61$0.28$0.39$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.01$1.61$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.01$1.66$0.45
2011Summary only. Only limited summary data is available for this year.$1.82$0.01$1.81$0.32$0.43$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.02$1.79$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$664,909
Mission and Program Overview

Mission

The mission of the spartanburg county historical association is toexplore and preserve our region's history by collecting and sharingthe stories and artifacts of the people who shaped that history.

The mission of the spartanburg county historical association is to explore and preserve our regions history by collecting and sharing the stories and artifacts of the people who shaped that history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$327,071$812,335▲ $485,264
Investments Program Related$929,604$673,986▼ $255,618
Cash and Non-Interest-Bearing Accounts$35,089$20,726▼ $14,363
Inventories for Sale or Use$6,119$6,033▼ $86
Total Assets$1,297,883$1,513,080▲ $215,197
Liabilities
Accounts Payable and Accrued Expenses$3,567$4,789▲ $1,222
Other Liabilities$4,861$2,778▼ $2,083
Total Liabilities$8,428$7,567▼ $861
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,248,247$1,241,076▼ $7,171
Net Assets Without Donor Restrictions$41,208$264,437▲ $223,229
Total Net Assets Fund Balance$1,289,455$1,505,513▲ $216,058
Total Liabilities and Net Assets / Fund Balance$1,297,883$1,513,080▲ $215,197

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$728,957$362,287$1,091,244
Buildings$54,483$951,225$1,005,708
Land$28,895-$28,895
Equipment-$11,793$11,793
Other Land Buildings-$8,050$8,050
Investment Program Related Org$673,986--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$929,604$277,098▲ $64,220$564,968$673,986
2023$431,183$467,987▲ $53,511$2,247$914,482
2022$437,122$56,754▲ $2,772$3,360$431,183
2021$536,915$20▼ $49,326$4,200$437,122
2020$502,485$3,975▲ $119,537$15,500$536,915
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
David WoodExecutive Directorceo$60,000$60,000

Board Members and Trustees

NameTitle
Ginger DavisPresident
Alan DecredicoBoard Member
Diane VecchioBoard Member
Jeff KempBoard Member
Jennifer WashburnBoard Member
Kathy Zimmerli-woffordBoard Member
Kelly MooreBoard Member
Sam GallowayBoard Member
Wilson LovettBoard Member
Harrison GageSecretary
Jessica CokerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$375,672
Program Service Revenue
$72,371
Investment Income
$28,079
Other Revenue
$171,064
All Other Contributions
$279,608
Change in Net Assets
$179,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$303,545
Salaries, Compensation, and Employee Benefits$163,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$77,828$14,481-$92,309
Depreciation Depletion$79,704--$79,704
Current Officers, Directors, Trustees, and Key Employees$51,000$9,000-$60,000
Occupancy$23,768--$23,768
Insurance$15,862$1,053-$16,915
Conferences and Meetings-$14,682-$14,682
Payroll Taxes$9,840$1,737-$11,577
Fees for Services Accounting-$11,214-$11,214
Office Expenses$5,830--$5,830
Fees for Services Other$1,155--$1,155
Advertising$610--$610
Other Expenses$243$5,500-$243
Total Functional Expenses$409,764$57,667$0$467,431
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$179,686
Fundraising Direct Expenses$10,967
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festifall$28,140$28,140$10,967$17,173
Total Events$28,140$28,140$10,967$17,173
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Taxes and Deposits$2,778
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The association is supported in large part by donors and members.”

Member election for additional members Part VI line 7A

“Nominations for potential board members are voted on at the annual member meetings.”

Form 990 governing body review Part VI line 11

“The executive director and the president of the board of directors review the form 990 before it is filed and a copy of the return is made avliable to the entire board of directors.”

CEO executive director top management comp Part VI line 15A

“The board of directors reviews pertinent information and historical data to determine compensation levels of the executive director and ceo.”

Other officer or key employee compensation Part VI line 15B

“The board of directors reviews pertinent information and historical data to determine compensation levels of other key employees of the association.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Spartanburg County Historical Assoc
EIN
57-6025123
In Care Of
% JESSICA COKER
Phone
8645963501
Address
PO BOX 887, SPARTANBURG, SC 29304

Signing Officer

Name
Jessica Coker CPA
Title
Treasurer
Phone
8645429754
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
Sc
Voting Board Members
11
Independent Board Members
11
Employees
21
Volunteers
50

Preparer

Firm
Smith and Coker LLC
Address
131 HALL STREET, SPARTANBURG, SC 29302
Preparer
Pamela Smith
Phone
8645429754
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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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IRS990/MissionDesc0THE MISSION OF THE SPARTANBURG COUNTY HISTORICAL ASSOCIATION IS TO EXPLORE AND PRESERVE OUR REGIONS HISTORY BY COLLECTING AND SHARING THE STORIES AND ARTIFACTS OF THE PEOPLE WHO SHAPED THAT HISTORY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0REGIONAL HISTORY MUSEUM: THE SPARTANBURG REGIONAL HISTORY MUSEUM HAS PERMANENT EXHIBITS THAT OFFER A WALK THROUGH TIME FROM THE EARLY DAYS OF SPANISH EXPLORERS LIKE JUAN PARDO TO THE LATE 20TH CENTURY. OTHER PERMANENT EXHIBITS FOCUS ON THE BROAD MILITARY HISTORY OF SPARTANBURG COUNTY FROM THE FIGHT FOR AMERICAN INDEPENDENCE TO THE TRAINING CAMPS LOCATED HERE DURING WORLD WARS I & II. THE DECORATIVE ARTS GALLERY SHOWCASES THE MUSEUMS OUTSTANDING COLLECTION OF SPARTANBURG AND PIEDMONT AREA FURNITURE AS WELL AS LOCALLY MADE POTTERY, HAND CRAFTED QUILTS AND SAMPLERS, AND OTHER ARTWORK. FINALLY, THE ROTATING EXHIBIT SPACE CHANGES EVERY TWO TO THRESS MONTHS, SO THERE IS ALWAYS SOMETHING NEW TO SEE WHEN YOU VISIT THE HISTORY MUSEUM.
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