Civic Intelligence

Alpharetta Old Milton County Historical Society

EIN 58-2131313 • 501(c)3 • Alpharetta, GA

Pub. 78 Eligible990-N CoverageNTEE A82

Profile

The mission of the society is to collect, assemble, preserve, and disseminate historical and genealogical information and items for the benefit of members, descendants, and others to promote interest in and the study of history, genealogy, and related fields.

1835 Old Milton PkwyAlpharetta, GA 30009-1823

aomchs.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.09x

Higher debt load relative to revenue than 66% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

NTEE A • $500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

$776,824

No earlier filing loaded for comparison.

Liabilities

$4,243

No earlier filing loaded for comparison.

Net Assets

$772,581

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin48th percentile

Revenue

$44,924

No earlier filing loaded for comparison.

Expenses

$43,819

No earlier filing loaded for comparison.

Net Income

$1,105

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2024: $776,824Liabilities 2024: $4,243Net Assets 2024: $772,5812024

Highlighted filing

2024

Assets$776,824
Liabilities$4,243
Net Assets$772,581
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2024: $44,924Expenses 2024: $43,819Net Income 2024: $1,1052024

Highlighted filing

2024

Revenue$44,924
Expenses$43,819
Net Income$1,105
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$776,824
Liabilities
$4,243
Net assets
$772,581
Revenue
$44,924
Expenses
$43,819
Net income
$1,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.04$7.73$0.45$0.44$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$72,151
Mission and Program Overview

Mission

The mission of the society is to collect, assemble, preserve, and disseminate historical and genealogical information and items for the benefit of members, descendants, and others to promote interest in and the study of history, genealogy, and related fields.

The purpose of this society is to collect, assemble, preserve and disseminate historical and genealogical information and items for the benefit of its members, descendants, and others to promote interest in and the study of history, genealogy, and related fields.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$600,000$745,000▲ $145,000
Cash and Non-Interest-Bearing Accounts$24,628$28,016▲ $3,388
Savings and Temporary Cash Investments$5,900$3,808▼ $2,092
Total Assets$630,528$776,824▲ $146,296
Liabilities
Accounts Payable and Accrued Expenses$504$4,243▲ $3,739
Total Liabilities$504$4,243▲ $3,739
Net Assets / Fund Balance
Net Assets With Donor Restrictions$621,500$745,000▲ $123,500
Net Assets Without Donor Restrictions$8,524$27,581▲ $19,057
Total Net Assets Fund Balance$630,024$772,581▲ $142,557
Total Liabilities and Net Assets / Fund Balance$630,528$776,824▲ $146,296

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$446,100$0$446,100
Land$298,900-$298,900
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Stephanie AnderssonArchive Chair
Jennifer BorenHospitality Chair
Lynna LeeMembership Chair
Bonnie SteadmanPreservation Chair
Laura BestProgram Chair
Ben HollingsworthPublic Relations Chair
Patricia MillerPresident
Shack LewisVice President
Janice TallutoTrustee
Kim ManningTrustee
Connie MashburnHistorian
Jackie AngelSecretary
Kimberly RoddyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,871
Program Service Revenue
$19,071
Investment Income
$0
Other Revenue
$21,982
All Other Contributions
$2,391
Change in Net Assets
$1,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,819
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$4,361$0$0$4,361
Office Expenses$0$4,186-$4,186
Insurance-$3,561-$3,561
Fees for Services Accounting$0$2,000$0$2,000
Information Technology-$343-$343
Total Functional Expenses$33,729$10,090$0$43,819
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, Part VI, Section B, Line 11B

“The Society discloses copies of its Forms 990 upon request.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Alpharetta Old Milton County Historical Society
EIN
58-2131313
Phone
7704420781
Address
1835 Old Milton Pkwy, Alpharetta, GA 30009-1823

Signing Officer

Name
Kim Roddy
Title
Accountant
Phone
7704420781
Signed
2025-05-08

Organization Details

Principal Officer
Kimberly Roddy
Formed
1994
Legal Domicile
Ga
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
25
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“The purpose of this society is to collect, assemble, preserve and disseminate historical and genealogical information and items for the benefit of its members, descendants, and others to promote interest in and the study of history, genealogy, and related fields.”

Financial Statement Notes

Schedule D, Part I, Line 1

“Tenant deposits $4,243”

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IRS990/PYTotalExpensesAmt031415
IRS990/PYTotalRevenueAmt050024
IRS990/ReconcilationRevenueExpnssAmt01105
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt021813
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt019071
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05900
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059822
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030238
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0114737
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt049209
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt042000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt040200
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt036550
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt042368
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0210327
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0384886
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094519
IRS990ScheduleA/Total509Grp/TotalAmt0384886
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094519
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0384886
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0446100
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0446100
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0298900
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0298900
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Tenant deposits $4,243
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part I, Line 1
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0745000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The purpose of this society is to collect, assemble, preserve and disseminate historical and genealogical information and items for the benefit of its members, descendants, and others to promote interest in and the study of history, genealogy, and related fields.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Society discloses copies of its Forms 990 upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

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