Civic Intelligence

Matthews Historical Foundation Inc

EIN 58-1723658 • 501(c)3 • Matthews, NC

Profile

To research, preserve and protect the cultural, architectural and historical heritage of Matthews and to involve and educate future generations of this heritage

PO Box 1117Matthews, NC 28106
Siviq Scores

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

Liabilities / Assets

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.24x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

58th percentile

6.8%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

32%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$791,929

Up $34,024 (+4.5%) from 2024

Liabilities

Down

$15,466

Down $2,553 (-14%) from 2024

Net Assets

Up

$776,463

Up $36,577 (+4.9%) from 2024

Operations
Liabilities / Revenue79th percentileNet Margin71st percentile

Revenue

Down

$83,054

Down $3,993 (-4.6%) from 2024

Expenses

Down

$97,437

Down $8,627 (-8.1%) from 2024

Net Income

Up

-$14,383

Up $4,634 (+24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2012: $488,405Liabilities 2012: $54,7512012Assets 2013: $488,194Liabilities 2013: $52,075Net Assets 2013: $436,1192013Assets 2014: $499,459Liabilities 2014: $49,217Net Assets 2014: $450,2422014Assets 2015: $510,333Liabilities 2015: $46,165Net Assets 2015: $464,1682015Assets 2016: $699,910Liabilities 2016: $34,400Net Assets 2016: $665,5102016Assets 2017: $708,041Liabilities 2017: $32,667Net Assets 2017: $675,3742017Assets 2018: $690,541Liabilities 2018: $31,805Net Assets 2018: $658,7362018Assets 2019: $726,855Liabilities 2019: $29,622Net Assets 2019: $697,2332019Assets 2020: $747,564Liabilities 2020: $27,528Net Assets 2020: $720,0362020Assets 2021: $751,162Liabilities 2021: $25,651Net Assets 2021: $725,5112021Assets 2022: $701,943Liabilities 2022: $23,123Net Assets 2022: $678,8202022Assets 2023: $749,658Liabilities 2023: $20,468Net Assets 2023: $729,1902023Assets 2024: $757,905Liabilities 2024: $18,019Net Assets 2024: $739,8862024Assets 2025: $791,929Liabilities 2025: $15,466Net Assets 2025: $776,4632025

Highlighted filing

2025

Assets$791,929
Liabilities$15,466
Net Assets$776,463
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $105,164Expenses 2012: $70,104Net Income 2012: $35,0602012Revenue 2013: $227,270Expenses 2013: $227,482Net Income 2013: -$2122013Revenue 2014: $70,084Expenses 2014: $58,819Net Income 2014: $11,2652014Revenue 2015: $69,059Expenses 2015: $58,184Net Income 2015: $10,8752015Revenue 2016: $263,319Expenses 2016: $63,742Net Income 2016: $199,5772016Revenue 2017: $76,233Expenses 2017: $64,637Net Income 2017: $11,5962017Revenue 2018: $78,285Expenses 2018: $77,397Net Income 2018: $8882018Revenue 2019: $65,047Expenses 2019: $66,907Net Income 2019: -$1,8602019Revenue 2020: $52,421Expenses 2020: $57,941Net Income 2020: -$5,5202020Revenue 2021: $63,544Expenses 2021: $90,200Net Income 2021: -$26,6562021Revenue 2022: $65,408Expenses 2022: $71,851Net Income 2022: -$6,4432022Revenue 2023: $86,536Expenses 2023: $70,774Net Income 2023: $15,7622023Revenue 2024: $87,047Expenses 2024: $106,064Net Income 2024: -$19,0172024Revenue 2025: $83,054Expenses 2025: $97,437Net Income 2025: -$14,3832025

Highlighted filing

2025

Revenue$83,054
Expenses$97,437
Net Income-$14,383
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$791,929
Liabilities
$15,466
Net assets
$776,463
Revenue
$83,054
Expenses
$97,437
Net income
-$14,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.92$0.15$7.76$0.83$0.97$0.14
2024Detailed filing. Detailed filing data is available for this year.$7.58$0.18$7.40$0.87$1.06$0.19
2023Detailed filing. Detailed filing data is available for this year.$7.50$0.20$7.29$0.87$0.71$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.02$0.23$6.79$0.65$0.72$0.06
2021Detailed filing. Detailed filing data is available for this year.$7.51$0.26$7.26$0.64$0.90$0.27
2020Detailed filing. Detailed filing data is available for this year.$7.48$0.28$7.20$0.52$0.58$0.06
2019Detailed filing. Detailed filing data is available for this year.$7.27$0.30$6.97$0.65$0.67$0.02
2018Detailed filing. Detailed filing data is available for this year.$6.91$0.32$6.59$0.78$0.77$0.01
2017Summary only. Only limited summary data is available for this year.$7.08$0.33$6.75$0.76$0.65$0.12
2016Summary only. Only limited summary data is available for this year.$7.00$0.34$6.66$2.63$0.64$2.00
2015Summary only. Only limited summary data is available for this year.$5.10$0.46$4.64$0.69$0.58$0.11
2014Summary only. Only limited summary data is available for this year.$4.99$0.49$4.50$0.70$0.59$0.11
2013Summary only. Only limited summary data is available for this year.$4.88$0.52$4.36$2.27$2.27$0.00
2012Summary only. Only limited summary data is available for this year.$4.88$0.55$1.05$0.70$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 30, 2026
Return Version
2025v4.0
Gross Receipts
$83,054
Mission and Program Overview

Mission

To research, preserve and protect the cultural, architectural and historical heritage of Matthews and to involve and educate future generations of this heritage

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$739,886$776,463▲ $36,577
Land, Buildings, and Equipment, Net$439,528$435,796▼ $3,732
Savings and Temporary Cash Investments$272,302$345,936▲ $73,634
Cash and Non-Interest-Bearing Accounts$46,075$10,197▼ $35,878
Total Assets$757,905$791,929▲ $34,024
Liabilities
Mortgage Notes Payable Secured by Investment Property$18,019$15,466▼ $2,553
Total Liabilities$18,019$15,466▼ $2,553
Net Assets / Fund Balance
Total Net Assets Fund Balance$739,886$776,463▲ $36,577
Total Liabilities and Net Assets / Fund Balance$757,905$791,929▲ $34,024

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$296,910-$296,910
Land$147,000-$147,000
Equipment$-8,114$19,862-
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Becky WillardPresident
Bob AycockVice President
Anne BennettTrustee
Charles BennettTrustee
Jim TaylorTrustee
John UrbanTrustee
Kress QueryTrustee
Steffney MesserTrustee
Tina WhitleyTrustee
Tom DoresyTrustee
Brian AntalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,034
Program Service Revenue
$270
Investment Income
$0
Other Revenue
$12,750
All Other Contributions
$16,387
Change in Net Assets
$-14,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,476
Salaries, Compensation, and Employee Benefits$2,961
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$43,110--$43,110
Occupancy$22,655--$22,655
Insurance$8,093--$8,093
Fees for Services Accounting$5,111--$5,111
Depreciation Depletion$3,732--$3,732
Office Expenses$2,998--$2,998
Current Officers, Directors, Trustees, and Key Employees$2,961--$2,961
Information Technology$2,280--$2,280
All Other Expenses$1,115--$1,115
Advertising$915--$915
Interest$692--$692
Conferences and Meetings$550--$550
Fees for Service Investment Mgmnt Fees$300--$300
Fees for Services Other$78--$78
Other Expenses$72--$72
Total Functional Expenses$97,437$0$0$97,437
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The tax return is reviewed in detail by the President and Treasurer. It is made available for review by all board members at a board meeting prior to filing the return.”

Governing documents etc available to public Part VI line 19

“MHF documents are available to the public by request to the President or Treasurer or through our website.”

Filing and Contact Details

Filer

Filer Name
Matthews Historical Foundation Inc
EIN
58-1723658
In Care Of
% Becky Willard
Phone
7049514126
Address
PO Box 1117, Matthews, NC 28106

Signing Officer

Name
Becky Willard
Title
President
Phone
7048466693
Signed
2026-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Willard
Formed
2009
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Jonathan Hicks CPA PLLC
Address
616-F Matthews Mint Hill Road, Matthews, NC 28105
Preparer
Jonathan Hicks
Phone
7048410777
Raw XML AppendixShowing 400 of 419 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To research, preserve and protect the cultural, architectural and historical heritage of Matthews and to involve and educate future generations of this heritage
IRS990/AdvertisingGrp/ProgramServicesAmt0915
IRS990/AdvertisingGrp/TotalAmt0915
IRS990/AllOtherContributionsAmt016387
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01115
IRS990/AllOtherExpensesGrp/TotalAmt01115
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Brian Antal
IRS990/BooksInCareOfDetail/PhoneNum07048410777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012940 Phillips Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028105
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt046075
IRS990/CashNonInterestBearingGrp/EOYAmt010197
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02961
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02961
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0550
IRS990/ConferencesMeetingsGrp/TotalAmt0550
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt01373
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt070034
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt094476
IRS990/CYOtherRevenueAmt012750
IRS990/CYProgramServiceRevenueAmt0270
IRS990/CYRevenuesLessExpensesAmt0-14383
IRS990/CYSalariesCompEmpBnftPaidAmt02961
IRS990/CYTotalExpensesAmt097437
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt083054
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03732
IRS990/DepreciationDepletionGrp/TotalAmt03732
IRS990/Desc0The Foundation operates the Matthews Heritage Museum in a restored 1880 home which it owns. Staffed by a paid director and volunteer docents, the museum has been a historical asset to the area since opening in 2013. Docents are trained to give general tours to the public. Through the local elementary school, a tour has been developed appropriate to early elementary grades. Many local schools have toured the museum and a new generation is becoming aware of the local history. The museum is open three days a week.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt097437
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05111
IRS990/FeesForServicesAccountingGrp/TotalAmt05111
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt043110
IRS990/FeesForServicesManagementGrp/TotalAmt043110
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt078
IRS990/FeesForServicesOtherGrp/TotalAmt078
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0300
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0300
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Becky Willard
IRS990/Form990PartVIISectionAGrp/PersonNm1Brian Antal
IRS990/Form990PartVIISectionAGrp/PersonNm2Charles Bennett
IRS990/Form990PartVIISectionAGrp/PersonNm3Bob Aycock
IRS990/Form990PartVIISectionAGrp/PersonNm4Anne Bennett
IRS990/Form990PartVIISectionAGrp/PersonNm5Jim Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm6John Urban
IRS990/Form990PartVIISectionAGrp/PersonNm7Tina Whitley
IRS990/Form990PartVIISectionAGrp/PersonNm8Kress Query
IRS990/Form990PartVIISectionAGrp/PersonNm9Tom Doresy
IRS990/Form990PartVIISectionAGrp/PersonNm10Steffney Messer
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt01373
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt052144
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt083054
IRS990/GrossRentsGrp/RealAmt012750
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02280
IRS990/InformationTechnologyGrp/TotalAmt02280
IRS990/InsuranceGrp/ProgramServicesAmt08093
IRS990/InsuranceGrp/TotalAmt08093
IRS990/InterestGrp/ProgramServicesAmt0692
IRS990/InterestGrp/TotalAmt0692
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019862
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0439528
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0435796
IRS990/LandBldgEquipCostOrOtherBssAmt0455658
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0130
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To research, preserve and protect the cultural, architectural and historical heritage of Matthews and to involve and educate future generations of this heritage
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt018019
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt015466
IRS990/NetAssetsOrFundBalancesBOYAmt0739886
IRS990/NetAssetsOrFundBalancesEOYAmt0776463
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt012750
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012750
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt050960
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt022655
IRS990/OccupancyGrp/TotalAmt022655
IRS990/OfficeExpensesGrp/ProgramServicesAmt02998
IRS990/OfficeExpensesGrp/TotalAmt02998
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Storage unit rental
IRS990/OtherExpensesGrp/Desc1Exhibit Expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt02775
IRS990/OtherExpensesGrp/ProgramServicesAmt172
IRS990/OtherExpensesGrp/TotalAmt02775
IRS990/OtherExpensesGrp/TotalAmt172
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Becky Willard
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Museum admissions
IRS990/ProgramServiceRevenueGrp/Desc1Auction
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0270
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0270
IRS990/ProgSrvcAccomActy2Grp/Desc0The Matthews Historical Foundation owns and operated the historic Reid House as a special event venue. This property, built in 1890, was the town doctors home and has been the site of countless weddings and parties. During 2021, numberous special events and business meetings were held there. The Foundation is responsible for all gardening, maintenance and upkeep of the house and property.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069384
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0104190
IRS990/PYOtherRevenueAmt014150
IRS990/PYProgramServiceRevenueAmt03513
IRS990/PYRevenuesLessExpensesAmt0-19017
IRS990/PYSalariesCompEmpBnftPaidAmt01874
IRS990/PYTotalExpensesAmt0106064
IRS990/PYTotalRevenueAmt087047
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-14383
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt012750
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0739886
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0776463
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0272302
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0345936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0349317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01189
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03254
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt08196
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt09259
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt05520
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt04056
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02976
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt030007
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0382578
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063543
IRS990ScheduleA/Total509Grp/TotalAmt0382578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063543
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382578
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0296910
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0296910
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-8114
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019862
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt011748
IRS990ScheduleD/LandGrp/BookValueAmt0147000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0147000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0435796
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The tax return is reviewed in detail by the President and Treasurer. It is made available for review by all board members at a board meeting prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MHF documents are available to the public by request to the President or Treasurer or through our website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0757905
IRS990/TotalAssetsEOYAmt0791929
IRS990/TotalAssetsGrp/BOYAmt0757905
IRS990/TotalAssetsGrp/EOYAmt0791929
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt070034
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt097437
IRS990/TotalFunctionalExpensesGrp/TotalAmt097437
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018019
IRS990/TotalLiabilitiesEOYAmt015466
IRS990/TotalLiabilitiesGrp/BOYAmt018019
IRS990/TotalLiabilitiesGrp/EOYAmt015466
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0739886
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0776463
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt097437
IRS990/TotalProgramServiceRevenueAmt0270
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013020
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083054
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0757905
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0791929
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02415 Cherrywood Lane
IRS990/USAddress/CityNm0Matthews
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028104
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY WILLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07048466693
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Matthews Historical Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0581723658
ReturnHeader/Filer/InCareOfNm0% Becky Willard

Document Assets

No mirrored PDF or thumbnail assets are attached yet.