Civic Intelligence

Historic Burke Foundation Inc

EIN 58-1466435 • 501(c)3 • Morganton, NC

Profile

Historic Burke Foundation promotes knowledge of local culture and history through educational programming and historic site preservation.

Post Office Box 915Morganton, NC 28680-0915

www.historicburke.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

45th percentile

2.2%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

24th percentile

-6.8%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

72%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$557,783

Up $43,038 (+8.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$557,783

Up $43,038 (+8.4%) from 2022

Operations
Liabilities / Revenue34th percentileNet Margin45th percentile

Revenue

Up

$65,716

Up $6,528 (+11%) from 2022

Expenses

Down

$50,790

Down $7,079 (-12%) from 2022

Net Income

Up

$14,926

Up $13,607 (+1032%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2019: $494,449Liabilities 2019: $0Net Assets 2019: $494,4492019Assets 2020: $519,001Liabilities 2020: $0Net Assets 2020: $519,0012020Assets 2021: $552,261Liabilities 2021: $4,000Net Assets 2021: $548,2612021Assets 2022: $514,745Liabilities 2022: $0Net Assets 2022: $514,7452022Assets 2023: $557,783Liabilities 2023: $0Net Assets 2023: $557,7832023

Highlighted filing

2023

Assets$557,783
Liabilities$0
Net Assets$557,783
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0Revenue 2019: $222,760Expenses 2019: $87,560Net Income 2019: $135,2002019Revenue 2020: $37,462Expenses 2020: $26,195Net Income 2020: $11,2672020Revenue 2021: $34,397Expenses 2021: $24,636Net Income 2021: $9,7612021Revenue 2022: $59,188Expenses 2022: $57,869Net Income 2022: $1,3192022Revenue 2023: $65,716Expenses 2023: $50,790Net Income 2023: $14,9262023

Highlighted filing

2023

Revenue$65,716
Expenses$50,790
Net Income$14,926
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$557,783
Liabilities
$0
Net assets
$557,783
Revenue
$65,716
Expenses
$50,790
Net income
$14,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.66$0.51$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.59$0.58$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.04$5.48$0.34$0.25$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.37$0.26$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$2.23$0.88$1.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2025
Return Version
2023v6.0
Gross Receipts
$69,183
Mission and Program Overview

Mission

Our purpose is to preserve and restore historic buildings and sites in burke county and to provide technical assistance to others engaged in preservation. Our goals are to encourage awareness of our heritage and to enhance the character and beauty of our community.

Historic Burke Foundation promotes knowledge of local culture and history through educational programming and historic site preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$338,875$338,875→ $0
Investments in Publicly Traded Securities$135,036$175,544▲ $40,508
Cash and Non-Interest-Bearing Accounts$28,438$43,364▲ $14,926
Savings and Temporary Cash Investments$12,396--
Total Assets$514,745$557,783▲ $43,038
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$514,745$557,783▲ $43,038
Total Net Assets Fund Balance$514,745$557,783▲ $43,038
Total Liabilities and Net Assets / Fund Balance$514,745$557,783▲ $43,038

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$238,875-$238,875
Land$100,000-$100,000
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Linda LindseyPresident
Robert PattonVice President
Beth SpahnSecretary
Debbie BradleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$44,679
Program Service Revenue
$0
Investment Income
$9,064
Other Revenue
$11,973
All Other Contributions
$27,830
Change in Net Assets
$14,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,171
Salaries, Compensation, and Employee Benefits$619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$22,530--$22,530
Insurance$7,651--$7,651
Advertising$2,940$2,940-$5,880
Office Expenses-$4,966-$4,966
All Other Expenses$4,894--$4,894
Fees for Services Accounting-$3,575-$3,575
Information Technology-$675-$675
Other Salaries and Wages$619--$619
Total Functional Expenses$38,634$12,156$0$50,790
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,211
Fundraising Direct Expenses$1,312
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
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

“990 is available at the Historic Burke County Courthouse”

Part VI, Line 12C

“Announcement at the beginning of each meeting”

Part VI, Line 19

“Upon request or in the office”

Part VI, Line 2

“President is married to board member”

Part VI, Line 6

“Members”

Filing and Contact Details

Filer

Filer Name
Historic Burke Foundation Inc
EIN
58-1466435
Phone
8284374104
Address
POST OFFICE BOX 915, MORGANTON, NC 28680-0915

Signing Officer

Name
Arwen March
Title
Accountant
Phone
8284374104
Signed
2025-04-04

Organization Details

Principal Officer
Robert Patton
Formed
1982
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
1
Supplemental Narrative

Additional Explanations

Part III, Line 4D

“Revolutionary War Days and Erwin Family Cemetery”

Part XII, Line 3B

“Audit was unaffordable”

Raw XML Appendix355 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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IRS990/TotalContributionsAmt044679
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012156
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt038634
IRS990/TotalFunctionalExpensesGrp/TotalAmt050790
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0514745
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0557783
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt02009
IRS990/TotalProgramServiceExpensesAmt038151
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016468
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065716
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0514745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0557783
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 915
IRS990/USAddress/CityNm0Morganton
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028680
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0https://www.historicburke.org/
IRS990/WhistleblowerPolicyInd0false
ReasonableCauseExplanation/ExplanationTxt0We had been working with an auditor who was filing our 990 every year but then they didn't file for 2023.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Arwen March
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Accountant
ReturnHeader/BusinessOfficerGrp/PhoneNum08284374104
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC BURKE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0581466435
ReturnHeader/Filer/PhoneNum08284374104
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 915
ReturnHeader/Filer/USAddress/CityNm0MORGANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0286800915
ReturnHeader/ReturnTs02025-04-04T22:52:37Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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