Civic Intelligence

Whitfield-Murray Historical Society

EIN 58-1264134 • 501(c)3 • Dalton, GA

Profile

Preservation of historical property

715 Chattanooga AveDalton, GA 30720

whitfield-murrayhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

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

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

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

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

44th percentile

$27,400

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

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

Asset Growth

64th percentile

9.1%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

88th percentile

76%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,645,915

Up $220,186 (+9.1%) from 2023

Liabilities

Up

$972

Up $825 (+561%) from 2023

Net Assets

Up

$2,644,943

Up $219,361 (+9.0%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin85th percentile

Revenue

Up

$302,982

Up $131,098 (+76%) from 2023

Expenses

Up

$187,703

Up $33,767 (+22%) from 2023

Net Income

Up

$115,279

Up $97,331 (+542%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,366,166Liabilities 2010: $0Net Assets 2010: $1,366,1662010Assets 2011: $1,349,464Liabilities 2011: $12,744Net Assets 2011: $1,336,7202011Assets 2012: $1,358,050Liabilities 2012: $12,744Net Assets 2012: $1,345,3062012Assets 2013: $2,285,841Liabilities 2013: $10,744Net Assets 2013: $2,275,0972013Assets 2014: $2,313,209Liabilities 2014: $0Net Assets 2014: $2,313,2092014Assets 2015: $2,330,088Liabilities 2015: $5,000Net Assets 2015: $2,325,0882015Assets 2016: $2,319,878Liabilities 2016: $5,112Net Assets 2016: $2,314,7662016Assets 2017: $2,355,297Liabilities 2017: $5,162Net Assets 2017: $2,350,1352017Assets 2018: $2,331,850Liabilities 2018: $5,987Net Assets 2018: $2,325,8632018Assets 2019: $2,401,432Liabilities 2019: $5,416Net Assets 2019: $2,396,0162019Assets 2020: $2,461,362Liabilities 2020: $5,233Net Assets 2020: $2,456,1292020Assets 2021: $2,483,352Liabilities 2021: $408Net Assets 2021: $2,482,9442021Assets 2022: $2,482,392Liabilities 2022: $563Net Assets 2022: $2,481,8292022Assets 2023: $2,425,729Liabilities 2023: $147Net Assets 2023: $2,425,5822023Assets 2024: $2,645,915Liabilities 2024: $972Net Assets 2024: $2,644,9432024

Highlighted filing

2024

Assets$2,645,915
Liabilities$972
Net Assets$2,644,943
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $145,5982010Revenue 2011: $107,552Expenses 2011: $136,998Net Income 2011: -$29,4462011Expenses 2012: $173,9182012Revenue 2013: $1,048,917Expenses 2013: $119,126Net Income 2013: $929,7912013Revenue 2014: $250,713Expenses 2014: $212,601Net Income 2014: $38,1122014Revenue 2015: $244,594Expenses 2015: $232,715Net Income 2015: $11,8792015Revenue 2016: $241,710Expenses 2016: $252,032Net Income 2016: -$10,3222016Revenue 2017: $236,955Expenses 2017: $201,550Net Income 2017: $35,4052017Revenue 2018: $156,014Expenses 2018: $180,288Net Income 2018: -$24,2742018Revenue 2019: $199,452Expenses 2019: $129,299Net Income 2019: $70,1532019Revenue 2020: $190,958Expenses 2020: $130,843Net Income 2020: $60,1152020Revenue 2021: $181,062Expenses 2021: $189,109Net Income 2021: -$8,0472021Revenue 2022: $182,680Expenses 2022: $159,283Net Income 2022: $23,3972022Revenue 2023: $171,884Expenses 2023: $153,936Net Income 2023: $17,9482023Revenue 2024: $302,982Expenses 2024: $187,703Net Income 2024: $115,2792024

Highlighted filing

2024

Revenue$302,982
Expenses$187,703
Net Income$115,279
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
$2,645,915
Liabilities
$972
Net assets
$2,644,943
Revenue
$302,982
Expenses
$187,703
Net income
$115,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.64$0.30$0.19$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.17$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.18$0.19$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.01$2.46$0.19$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.01$2.40$0.20$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.33$0.16$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.01$2.35$0.24$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$0.24$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.33$0.24$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.25$0.21$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.28$1.05$0.12$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.01$1.35$0.17
2011Summary only. Only limited summary data is available for this year.$1.35$0.01$1.34$0.11$0.14$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 9, 2025
Return Version
2024v5.2
Gross Receipts
$317,230
Mission and Program Overview

Mission

Preservation of historical property

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,031,093$2,050,894▲ $19,801
Investments in Publicly Traded Securities$367,319$421,102▲ $53,783
Cash and Non-Interest-Bearing Accounts$8,727$113,818▲ $105,091
Savings and Temporary Cash Investments$18,590$60,101▲ $41,511
Total Assets$2,425,729$2,645,915▲ $220,186
Liabilities
Accounts Payable and Accrued Expenses$147$972▲ $825
Total Liabilities$147$972▲ $825
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,959,774$2,052,403▲ $92,629
Net Assets With Donor Restrictions$465,808$592,540▲ $126,732
Total Net Assets Fund Balance$2,425,582$2,644,943▲ $219,361
Total Liabilities and Net Assets / Fund Balance$2,425,729$2,645,915▲ $220,186

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,769,236--
Land$261,056--
Equipment$20,602--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tina PankeyDirectorFT$27,400$27,400

Board Members and Trustees

NameTitle
Susan LongleyPresident
David LoughridgeTrustee
Ellen ThompsonTrustee
Jan McneillTrustee
John DaviesTrustee
Judy AldermanTrustee
Marvin SowderTrustee
Phenna PettyTrustee
Sam GowinTrustee
Scott MinterTrustee
Sue CrawfordTrustee
Tim HowardTrustee
Wiliam BlackmanTrustee
Dale Lowman1st VP
Melodie Hammontree2nd VP
Mandy WhiteSecretary
Lisa StaffordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,425
Program Service Revenue
$36,978
Investment Income
$13,027
Other Revenue
$22,552
All Other Contributions
$2,000
Change in Net Assets
$115,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,067
Salaries, Compensation, and Employee Benefits$29,636
Total Fundraising Expense$5,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$81,359$20,340-$101,699
Current Officers, Directors, Trustees, and Key Employees$19,278$5,508$2,754$27,540
Insurance$11,537$1,442$1,442$14,421
Office Expenses$7,535$1,884-$9,419
Fees for Services Accounting-$7,959-$7,959
All Other Expenses$3,431$675$429$4,535
Conferences and Meetings$4,010--$4,010
Other Expenses$2,861$320$320$2,861
Payroll Taxes$1,467$419$210$2,096
Advertising$498$498-$996
Fees for Services Management-$523-$523
Total Functional Expenses$142,980$39,568$5,155$187,703
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,804
Fundraising Direct Expenses$4,252
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Income$26,804$26,804$4,252$22,552
Total Events$26,804$26,804$4,252$22,552
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“A nominating committee is selected by the current board of directors to compile a slate of individuals for directors, trustees and officers each year. These selected names are brought before the board for approval and then approved at the annual meeting by those members in attendance.”

Form 990, Part VI, Section A, Line 7B

“SEE ABOVE EXPLANATION.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is presented to the treasurer and is approved by the board. The return is sent out to board in advance of filing for their review.”

Form 990, Part VI, Section B, Line 15A

“The organization has one full time employee. Employees are hired by the board and are reviewed annually.”

Form 990, Part VI, Section C, Line 19

“Governing documents are located at the crown garden and archives, the office for the whitfield-murray historical society, and are available to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Tina pankey - 501 s 5th ave, chatsworth, ga 30705-2816. Dale lowman - 609 plainville rd sw, plainville, ga 30733. Melodie hammontree - 3473 rauschenburg rd, dalton, ga 30721. Lisa stafford - po box 4, cisco, ga 30708. Mandy white - 1705 willow oak ln, #44, dalton, ga 30720. Judy alderman - 101 timberland drive, dalton, ga 30721. Wiliam blackman - 1717 briarcliff circle, dalton, ga 30720. Sue crawford - 3030 rauschenberg rd nw, dalton, ga 30721. John davies - 193 michelle dr, tunnel hill, ga 30755. Tim howard - 329 hwy 225 s, chatsworth, ga 30705. David loughridge - 699 loughridge road, chatsworth, ga 30705. Jan mcneill - 674 tom terry rd, chatsworth, ga 30705. Scott minter - 302 forrest dr, chatsworth, ga 30705. Marvin sowder - 1333 sane road se, dalton, ga 30721. Ellen thompson - 4261 country way, cohutta, ga 30710. Susan longley - 604 valley dr, dalton, ga 30720. Sam gowin - 3419 alta vista dr, chattanooga, tn 37411. Phenna petty - 490 sugar creek rd, crandall, ga 30711.”

Filing and Contact Details

Filer

Filer Name
Whitfield-murray Historical Society
EIN
58-1264134
Phone
7062780217
Address
715 CHATTANOOGA AVE, DALTON, GA 30720

Signing Officer

Name
Lisa Stafford
Title
Treasurer
Phone
7062643063
Signed
2025-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Stafford
Formed
1960
Legal Domicile
Ga
Voting Board Members
17
Independent Board Members
17
Employees
1
Volunteers
105

Preparer

Firm
Nichols Cauley & Associates LLC
Address
PO BOX 2644, DALTON, GA 30722
Preparer
William M Brackett CPA
Phone
7062782834
Supplemental Narrative

Additional Explanations

990, Part XI, Line 9

“On the 2023 990, the balance sheet understated end of year cash (line 1) by $53,787 and savings (line 2) by $26,520, for a total understatement of net assets by $80,307.”

Raw XML AppendixShowing 400 of 531 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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IRS990/AdvertisingGrp/ManagementAndGeneralAmt0498
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IRS990/AdvertisingGrp/TotalAmt0996
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IRS990/AllOtherExpensesGrp/TotalAmt04535
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IRS990/Form990PartVIISectionAGrp/PersonNm16SAM GOWIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
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IRS990/GrantToRelatedPersonInd00
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04
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IRS990/PayrollTaxesGrp/ProgramServicesAmt01467
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0171724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0164627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0176551
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0302982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0171884

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