Civic Intelligence

Federation of North Carolina Historical Societies

EIN 58-1325173 • 501(c)3 • Raleigh, NC

Profile

The organization is a coalition of societies, associations, and commissions dedicated to preserving and promoting history in north carolina.

4610 Mail Service CenterRaleigh, NC 27699-4610

www.fnchs.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

133%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$123,906

Up $17,388 (+16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$123,906

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$76,511

Up $43,650 (+133%) from 2023

Expenses

Up

$59,122

Up $25,151 (+74%) from 2023

Net Income

Up

$17,389

Up $18,499 (+1667%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$150K$100K$50K$0Assets 2011: $128,334Liabilities 2011: $02011Assets 2012: $122,244Liabilities 2012: $02012Assets 2013: $122,096Liabilities 2013: $02013Assets 2014: $127,065Liabilities 2014: $02014Assets 2015: $127,971Liabilities 2015: $02015Assets 2016: $104,523Liabilities 2016: $02016Assets 2017: $99,997Net Assets 2017: $99,9972017Assets 2018: $120,810Net Assets 2018: $120,8102018Assets 2019: $101,816Liabilities 2019: $02019Assets 2020: $101,951Net Assets 2020: $101,9512020Assets 2021: $108,061Net Assets 2021: $108,0612021Assets 2022: $107,628Liabilities 2022: $02022Assets 2023: $106,518Liabilities 2023: $02023Assets 2024: $123,906Net Assets 2024: $123,9062024

Highlighted filing

2024

Assets$123,906
Liabilities-
Net Assets$123,906
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2011: $13,706Expenses 2011: $6,357Net Income 2011: $7,3492011Revenue 2012: $26,251Expenses 2012: $32,341Net Income 2012: -$6,0902012Revenue 2013: $25,915Expenses 2013: $26,063Net Income 2013: -$1482013Revenue 2014: $34,137Expenses 2014: $29,168Net Income 2014: $4,9692014Revenue 2015: $30,295Expenses 2015: $29,389Net Income 2015: $9062015Revenue 2016: $27,810Expenses 2016: $51,258Net Income 2016: -$23,4482016Revenue 2017: $26,816Expenses 2017: $31,342Net Income 2017: -$4,5262017Revenue 2018: $44,335Expenses 2018: $23,524Net Income 2018: $20,8112018Revenue 2019: $29,869Expenses 2019: $48,865Net Income 2019: -$18,9962019Revenue 2020: $26,546Expenses 2020: $26,412Net Income 2020: $1342020Revenue 2021: $26,460Expenses 2021: $20,349Net Income 2021: $6,1112021Revenue 2022: $25,029Expenses 2022: $25,462Net Income 2022: -$4332022Revenue 2023: $32,861Expenses 2023: $33,971Net Income 2023: -$1,1102023Revenue 2024: $76,511Expenses 2024: $59,122Net Income 2024: $17,3892024

Highlighted filing

2024

Revenue$76,511
Expenses$59,122
Net Income$17,389
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,906
Liabilities
-
Net assets
$123,906
Revenue
$76,511
Expenses
$59,122
Net income
$17,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.77$0.59$0.17
2023Summary only. Only limited summary data is available for this year.$1.07$0.00$0.33$0.34$0.01
2022Summary only. Only limited summary data is available for this year.$1.08$0.00$0.25$0.25$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.26$0.20$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.27$0.26$0.00
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.30$0.49$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$1.21$0.44$0.24$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$0.27$0.31$0.05
2016Summary only. Only limited summary data is available for this year.$1.05$0.00$0.28$0.51$0.23
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.30$0.29$0.01
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$0.34$0.29$0.05
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$0.26$0.26$0.00
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.26$0.32$0.06
2011Summary only. Only limited summary data is available for this year.$1.28$0.00$0.14$0.06$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 11, 2025
Return Version
2024v5.0
Gross Receipts
$76,511
Mission and Program Overview

Mission

The organization is a coalition of societies, associations, and commissions dedicated to preserving and promoting history in north carolina.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SPONSORED AN ANNUAL MEETING AND SEVERAL WORKSHOPS DURING THE YEAR. ALSO, THE ORGANIZATION SPONSORED "NORTH CAROLINA HISTORY DAY", A PROGRAM DESIGNED TO PROMOTE INTEREST IN HISTORY AMONG STUDENTS AND TO ASSIST TEACHERS IN TEACHING HISTORY MORE EFFECTIVELY. THIS PROGRAM IS AFFILIATED WITH "NATIONAL HISTORY DAY".-$59,122
THE ORGANIZATION PREPARED AND DISTRIBUTED A QUARTERLY BULLETIN TO ITS MEMBERS PROVIDING EDUCATION AND AWARENESS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BIDDIXAdvisory Boa-$0--
CINDY SCHMIDTAdvisory Boa-$0--
ANNIE ANDERSONAdvisory Boa-$0--
STEPHANIE VELAZQUEZ MAYAdvisory Boa-$0--
BOB SURRIDGEAdvisory Boa-$0--
SHELIA BUMGARNERAdvisory Boa-$0--
LAURA KETCHAMAdvisory Boa-$0--
SARA BLANCHETTChair-$0--
MATTHEW TITCHINERAdvisory Boa-$0--
LEESA JONESAdvisory Boa-$0--
KEN BADGETTAdvisory Boa-$0--
ANNE CHESKYAdvisory Boa-$0--
ADRIENNE BERNEYSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Federation of North Carolina
EIN
58-1325173
Phone
9198077280
Address
4610 MAIL SERVICE CENTER, RALEIGH, NC 27699-4610

Signing Officer

Name
Adrienne Berney
Title
Secretary/treasurer
Phone
9198077280
Signed
2025-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Walker Rodeniser & Welch Llp
Address
201 SHANNON OAKS CIRCLE SUITE 101, CARY, NC 27511
Preparer
James C Welch Jr
Phone
9197878233
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel 7,072 insurance 558 prizes and awards 3,100 supplies 8,250 computer expense 240 history day - special eve 28,318 dues and memberships 2,650 total 50,188”

Form 990-ez, Part III

“The organization is a coalition of societies, associations, and commissions dedicated to preserving and promoting history in north carolina.”

Form 990-ez, Part III, Line 28

“The organization sponsored an annual meeting and several workshops during the year. Also, the organization sponsored "north carolina history day", a program designed to promote interest in history among students and to assist teachers in teaching history more effectively. This program is affiliated with "national history day".”

Raw XML Appendix197 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADVISORY BOA
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050188
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A COALITION OF SOCIETIES, ASSOCIATIONS, AND COMMISSIONS DEDICATED TO PRESERVING AND PROMOTING HISTORY IN NORTH CAROLINA.
IRS990EZ/ProgramServiceRevenueAmt012479
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FNCHS.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 7,072 INSURANCE 558 PRIZES AND AWARDS 3,100 SUPPLIES 8,250 COMPUTER EXPENSE 240 HISTORY DAY - SPECIAL EVE 28,318 DUES AND MEMBERSHIPS 2,650 TOTAL 50,188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A COALITION OF SOCIETIES, ASSOCIATIONS, AND COMMISSIONS DEDICATED TO PRESERVING AND PROMOTING HISTORY IN NORTH CAROLINA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION SPONSORED AN ANNUAL MEETING AND SEVERAL WORKSHOPS DURING THE YEAR. ALSO, THE ORGANIZATION SPONSORED "NORTH CAROLINA HISTORY DAY", A PROGRAM DESIGNED TO PROMOTE INTEREST IN HISTORY AMONG STUDENTS AND TO ASSIST TEACHERS IN TEACHING HISTORY MORE EFFECTIVELY. THIS PROGRAM IS AFFILIATED WITH "NATIONAL HISTORY DAY".
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIENNE BERNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198077280
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FEDERATION OF NORTH CAROLINA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HISTORICAL SOCIETIES
ReturnHeader/Filer/BusinessNameControlTxt0FEDE
ReturnHeader/Filer/EIN0581325173
ReturnHeader/Filer/PhoneNum09198077280
ReturnHeader/Filer/USAddress/AddressLine1Txt04610 MAIL SERVICE CENTER
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0276994610
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561738715
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALKER RODENISER & WELCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 SHANNON OAKS CIRCLE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09197878233
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C WELCH JR
ReturnHeader/ReturnTs02025-06-16T10:03:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits