Civic Intelligence

Historic Augusta Inc.

990 • Fiscal year 2020 • EIN 58-6072126

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

PO Box 37Augusta, GA 30903

(706) 724-0436

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.16x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$75,616

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-0.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,837,431

Down $5,087 (-0.3%) from 2019

Net Assets

Down

$1,783,208

Down $39,373 (-2.2%) from 2019

Liabilities

Up

$54,223

Up $34,286 (+172%) from 2019

Revenue

Down

$333,288

Down $132,927 (-29%) from 2019

Expenses

Down

$372,661

Down $28,582 (-7.1%) from 2019

Net Income

Down

-$39,373

Down $104,345 (-161%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,058,662Liabilities 2010: $3,608Net Assets 2010: $2,055,0542010Assets 2011: $1,916,575Liabilities 2011: $5,405Net Assets 2011: $1,911,1702011Assets 2012: $1,819,146Liabilities 2012: $5,036Net Assets 2012: $1,814,1102012Assets 2013: $1,908,105Liabilities 2013: $3,669Net Assets 2013: $1,904,4362013Assets 2014: $1,800,124Liabilities 2014: $10,493Net Assets 2014: $1,789,6312014Assets 2015: $1,768,996Liabilities 2015: $10,668Net Assets 2015: $1,758,3282015Assets 2016: $1,742,977Liabilities 2016: $12,724Net Assets 2016: $1,730,2532016Assets 2017: $1,771,974Liabilities 2017: $15,563Net Assets 2017: $1,756,4112017Assets 2018: $1,779,411Liabilities 2018: $21,802Net Assets 2018: $1,757,6092018Assets 2019: $1,842,518Liabilities 2019: $19,937Net Assets 2019: $1,822,5812019Assets 2020: $1,837,431Liabilities 2020: $54,223Net Assets 2020: $1,783,2082020Assets 2021: $1,807,903Liabilities 2021: $16,522Net Assets 2021: $1,791,3812021Assets 2022: $1,941,812Liabilities 2022: $14,301Net Assets 2022: $1,927,5112022Assets 2023: $1,763,360Liabilities 2023: $17,437Net Assets 2023: $1,745,9232023Assets 2024: $1,739,819Liabilities 2024: $16,133Net Assets 2024: $1,723,6862024

Highlighted filing

2020

Assets$1,837,431
Liabilities$54,223
Net Assets$1,783,208

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $445,6762010Expenses 2011: $594,3752011Expenses 2012: $458,8622012Revenue 2013: $548,302Expenses 2013: $457,976Net Income 2013: $90,3262013Revenue 2014: $382,587Expenses 2014: $497,392Net Income 2014: -$114,8052014Revenue 2015: $512,699Expenses 2015: $544,002Net Income 2015: -$31,3032015Revenue 2016: $423,440Expenses 2016: $451,515Net Income 2016: -$28,0752016Revenue 2017: $465,816Expenses 2017: $439,658Net Income 2017: $26,1582017Revenue 2018: $611,895Expenses 2018: $610,697Net Income 2018: $1,1982018Revenue 2019: $466,215Expenses 2019: $401,243Net Income 2019: $64,9722019Revenue 2020: $333,288Expenses 2020: $372,661Net Income 2020: -$39,3732020Revenue 2021: $474,719Expenses 2021: $426,054Net Income 2021: $48,6652021Revenue 2022: $663,372Expenses 2022: $527,248Net Income 2022: $136,1242022Revenue 2023: $401,737Expenses 2023: $583,333Net Income 2023: -$181,5962023Revenue 2024: $446,258Expenses 2024: $468,501Net Income 2024: -$22,2432024

Highlighted filing

2020

Revenue$333,288
Expenses$372,661
Net Income-$39,373
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$339,523
Mission and Program Overview

Mission

To preserve historic sites and structures in augusta and richmond county, georgia.

To raise awareness and educate the public about the history of augusta and to preserve historic sites and structures in augusta and richmond county, georgia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,522,534$1,464,322▼ $58,212
Cash and Non-Interest-Bearing Accounts$319,984$373,109▲ $53,125
Total Assets$1,842,518$1,837,431▼ $5,087
Liabilities
Other Liabilities$0$38,644▲ $38,644
Accounts Payable and Accrued Expenses$19,937$15,579▼ $4,358
Total Liabilities$19,937$54,223▲ $34,286
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,646,971$1,540,488▼ $106,483
Net Assets With Donor Restrictions$175,610$242,720▲ $67,110
Total Net Assets Fund Balance$1,822,581$1,783,208▼ $39,373
Total Liabilities and Net Assets / Fund Balance$1,842,518$1,837,431▼ $5,087

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,298,957$997,770$2,296,727
Equipment$365$183,339$183,704
Land$165,000-$165,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Erick MontgomeryExecutive DirectorFT$75,616$75,616

Board Members and Trustees

NameTitle
Paula KnoxImmediate Past President
Thomas H RobertsonPresident
Benjamin P CasellaFirst Vice President
Elizabeth Knox HopkinsSecond Vice President
Ann BoardmanTrustee
Ann Claiborne ChristianTrustee
Ann W EwellTrustee
Anna Butler KnoxTrustee
Anne FloydTrustee
Ashley Hock SmithTrustee
Becky H SmithTrustee
Benjamin HarrisonTrustee
Benjamin P CasellaTrustee
Brad KingTrustee
Brandon K DialTrustee
Branford ThompsonTrustee
Bryan M HaltermannTrustee
Cameron NixonTrustee
Carol BennettTrustee
Carolyn SimonTrustee
Chris RuckerTrustee
Christine Miller-bettsTrustee
Clayton P Boardman IiiTrustee
D Hugh ConnollyTrustee
Davis H BemanTrustee
Elizabeth Knox HopkinsTrustee
Elizabeth McgeeTrustee
Ellen Neal PruittTrustee
Elna GreenTrustee
Emily C StevensonTrustee
Faye HargroveTrustee
George D BushTrustee
George S HarrisonTrustee
Greg Osteen HowardTrustee
H M Osteen JrTrustee
J Carlisle OverstreetTrustee
JAMES O'NEALTrustee
Jacquelyn Murray BlanchardTrustee
Jan Hodges BurchTrustee
Jeff SpearsTrustee
John D CatesTrustee
John FlytheTrustee
John H WilliamsTrustee
John McbrayerTrustee
John R B LongTrustee
John a DonsbachTrustee
Joshua LaneTrustee
Joye RichardsTrustee
Kate SasnettTrustee
Kirby YawnTrustee
Laura IrwinTrustee
Lauren P RobbinsTrustee
Lee Ann CaldwellTrustee
Libby MauchTrustee
Marian C ClarkTrustee
Mark S DonahueTrustee
Max VallottonTrustee
Megan SuttonTrustee
Nancy H BowersTrustee
Nathan M JollesTrustee
Nathan VickTrustee
Pamela Dorminy-urosTrustee
Patrick G BlanchardTrustee
Paul G KingTrustee
Paula KnoxTrustee
Rachel CagleTrustee
Rob WynnTrustee
Robert BovardTrustee
Robert C OsborneTrustee
Robert MauldinTrustee
Samuel E Tyson JrTrustee
Scott RhodesTrustee
Scylance B Scott JrTrustee
Thomas H RobertsonTrustee
Tina WhitehouseTrustee
Tom RobertsonTrustee
W Tennent HoustonTrustee
Elizabeth McgeeSecretary
Branford ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$264,747
Program Service Revenue
$37,540
Investment Income
$475
Other Revenue
$30,526
All Other Contributions
$104,520
Change in Net Assets
$-39,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,059
Salaries, Compensation, and Employee Benefits$162,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$37,808$37,808-$75,616
Other Salaries and Wages$28,284$45,016-$73,300
Depreciation Depletion$58,212--$58,212
Occupancy$21,377$4,024-$25,401
Insurance$13,635$1,946-$15,581
Fees for Services Other$209$13,561-$13,770
Payroll Taxes$6,843$6,843-$13,686
Office Expenses-$7,332-$7,332
Fees for Services Accounting-$7,000-$7,000
Other Expenses$68,060$3,146-$3,146
Advertising$1,275--$1,275
Conferences and Meetings-$812-$812
Total Functional Expenses$235,703$136,958$0$372,661
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,761
Fundraising Direct Expenses$6,235
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Antiques and Wine Auction$49,863$31,180$3,384$27,796
Loft Tour$9,536$261$393$-132
Total Events$81,189$36,761$6,235$30,526
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paycheck Protection Program Loan$38,644
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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

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

A copy of form 990 is provided to the organization's executive director. It is then reviewed by the board's president and treasurer. Lastly, it is submitted to the finance committee and executive committee for their approval.

Form 990, Part VI, Section B, Line 12C

Officers and directors are asked to sign a statement that they are in compliance with the conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Historic Augusta Inc
EIN
58-6072126
Phone
7067240436
Address
PO BOX 37, AUGUSTA, GA 30903

Signing Officer

Name
Erick Montgomery
Title
Executive Director
Phone
7067240436
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erick Montgomery
Formed
1965
Legal Domicile
Ga
Voting Board Members
75
Independent Board Members
75
Employees
7
Volunteers
130

Preparer

Firm
Cherry Bekaert Llp
Address
1029 GREENE STREET, AUGUSTA, GA 30901
Preparer
Heather Morin
Phone
7067243557
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1C

The organization did not have any reportable gaming (gambling) winnings to prize winners and therefore the backup withholding rules did not apply.

Part XII, Line 12C

The oversight process has not changed.

Form 990, Related Parties

In september 1986, the organization entered into an agreement to establish the historic augusta, inc. Endowment trust (the "endowment trust"). The organization does not control the endowment trust. However, the organization does have an economic interest in the endowment trust to include continued support received through an application process. During 2020 and 2019, the organization received $16,959 nd $16,350, respectively, in grant revenue from the historic augusta endowment trust, to be used however the organization deems necessary. The organization also purchases certain services and enters into transactions with entities that are affiliated with the organization through relationships with various members of its board of trustees. During 2020, the organization recognized income totaling $9,282 from entities that are affiliated with the organization through relationships with various members of its board of trustees.

Financial Statement Notes

PART III, LINE 4:

The collection consists of period appropriate furnishings used in an 1860s era house museum. The house was originally the home where president woodrow wilson lived as a child, making it a historically significant structure in augusta, georgia.

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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt610
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt630
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt640
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt650
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt660
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt670
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt680
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt690
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt700
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt720
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt730
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt750
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt760
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt770
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt780
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt790
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS H ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm1BENJAMIN P CASELLA
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH KNOX HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH MCGEE
IRS990/Form990PartVIISectionAGrp/PersonNm4BRANFORD THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm5PAULA KNOX
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVIS H BEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7CAROL BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm8JACQUELYN MURRAY BLANCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm9PATRICK G BLANCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm10ANN BOARDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11CLAYTON P BOARDMAN III
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT BOVARD
IRS990/Form990PartVIISectionAGrp/PersonNm13NANCY H BOWERS
IRS990/Form990PartVIISectionAGrp/PersonNm14JAN HODGES BURCH
IRS990/Form990PartVIISectionAGrp/PersonNm15GEORGE D BUSH
IRS990/Form990PartVIISectionAGrp/PersonNm16RACHEL CAGLE
IRS990/Form990PartVIISectionAGrp/PersonNm17LEE ANN CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm18BENJAMIN P CASELLA
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN D CATES
IRS990/Form990PartVIISectionAGrp/PersonNm20ANN CLAIBORNE CHRISTIAN
IRS990/Form990PartVIISectionAGrp/PersonNm21MARIAN C CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm22D HUGH CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm23BRANDON K DIAL
IRS990/Form990PartVIISectionAGrp/PersonNm24MARK S DONAHUE
IRS990/Form990PartVIISectionAGrp/PersonNm25JOHN A DONSBACH
IRS990/Form990PartVIISectionAGrp/PersonNm26PAMELA DORMINY-UROS
IRS990/Form990PartVIISectionAGrp/PersonNm27ANN W EWELL
IRS990/Form990PartVIISectionAGrp/PersonNm28JOHN FLYTHE
IRS990/Form990PartVIISectionAGrp/PersonNm29ANNE FLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm30ELNA GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm31BRYAN M HALTERMANN
IRS990/Form990PartVIISectionAGrp/PersonNm32FAYE HARGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm33BENJAMIN HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm34GEORGE S HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm35ELIZABETH KNOX HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm36W TENNENT HOUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm37GREG OSTEEN HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm38LAURA IRWIN
IRS990/Form990PartVIISectionAGrp/PersonNm39NATHAN M JOLLES
IRS990/Form990PartVIISectionAGrp/PersonNm40PAUL G KING
IRS990/Form990PartVIISectionAGrp/PersonNm41BRAD KING
IRS990/Form990PartVIISectionAGrp/PersonNm42ANNA BUTLER KNOX
IRS990/Form990PartVIISectionAGrp/PersonNm43PAULA KNOX
IRS990/Form990PartVIISectionAGrp/PersonNm44JOSHUA LANE
IRS990/Form990PartVIISectionAGrp/PersonNm45JOHN R B LONG
IRS990/Form990PartVIISectionAGrp/PersonNm46LIBBY MAUCH
IRS990/Form990PartVIISectionAGrp/PersonNm47ROBERT MAULDIN
IRS990/Form990PartVIISectionAGrp/PersonNm48JOHN MCBRAYER
IRS990/Form990PartVIISectionAGrp/PersonNm49ELIZABETH MCGEE
IRS990/Form990PartVIISectionAGrp/PersonNm50CHRISTINE MILLER-BETTS
IRS990/Form990PartVIISectionAGrp/PersonNm51CAMERON NIXON
IRS990/Form990PartVIISectionAGrp/PersonNm52JAMES O'NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm53ROBERT C OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm54H M OSTEEN JR
IRS990/Form990PartVIISectionAGrp/PersonNm55J CARLISLE OVERSTREET
IRS990/Form990PartVIISectionAGrp/PersonNm56ELLEN NEAL PRUITT
IRS990/Form990PartVIISectionAGrp/PersonNm57SCOTT RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm58JOYE RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm59LAUREN P ROBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm60THOMAS H ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm61TOM ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm62CHRIS RUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm63SCYLANCE B SCOTT JR
IRS990/Form990PartVIISectionAGrp/PersonNm64KATE SASNETT
IRS990/Form990PartVIISectionAGrp/PersonNm65CAROLYN SIMON
IRS990/Form990PartVIISectionAGrp/PersonNm66ASHLEY HOCK SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm67BECKY H SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm68JEFF SPEARS
IRS990/Form990PartVIISectionAGrp/PersonNm69EMILY C STEVENSON
IRS990/Form990PartVIISectionAGrp/PersonNm70MEGAN SUTTON
IRS990/Form990PartVIISectionAGrp/PersonNm71BRANFORD THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm72SAMUEL E TYSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm73MAX VALLOTTON

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.02$1.72$0.45$0.47$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.02$1.75$0.40$0.58$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.01$1.93$0.66$0.53$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.02$1.79$0.47$0.43$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.05$1.78$0.33$0.37$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.82$0.47$0.40$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$0.61$0.61$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.02$1.76$0.47$0.44$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.42$0.45$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.76$0.51$0.54$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.01$1.79$0.38$0.50$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.90$0.55$0.46$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.01$1.81$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.01$1.91$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.00$2.06$0.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits