Civic Intelligence

The Augusta Heritage Foundation

EIN 81-3309884 • 501(c)3 • Augusta, MO

Profile

Preserve and promote the arts, culture and history of augusta

Post Office Box 15Augusta, MO 63332-0015

augustaharmonieverein.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.64x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

1.18x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

76th percentile

22%

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

66th percentile

7.8%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$179,229

Up $12,928 (+7.8%) from 2023

Liabilities

Down

$114,750

Down $8,700 (-7.0%) from 2023

Net Assets

Up

$64,479

Up $21,628 (+50%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin76th percentile

Revenue

Up

$97,388

Up $35,889 (+58%) from 2023

Expenses

Up

$75,760

Up $21,030 (+38%) from 2023

Net Income

Up

$21,628

Up $14,859 (+220%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$200K$150K$100K$50K$0Assets 2022: $168,232Liabilities 2022: $133,600Net Assets 2022: $34,6322022Assets 2023: $166,301Liabilities 2023: $123,450Net Assets 2023: $42,8512023Assets 2024: $179,229Liabilities 2024: $114,750Net Assets 2024: $64,4792024

Highlighted filing

2024

Assets$179,229
Liabilities$114,750
Net Assets$64,479
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0Revenue 2022: $77,212Expenses 2022: $67,058Net Income 2022: $10,1542022Revenue 2023: $61,499Expenses 2023: $54,730Net Income 2023: $6,7692023Revenue 2024: $97,388Expenses 2024: $75,760Net Income 2024: $21,6282024

Highlighted filing

2024

Revenue$97,388
Expenses$75,760
Net Income$21,628
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$179,229
Liabilities
$114,750
Net assets
$64,479
Revenue
$97,388
Expenses
$75,760
Net income
$21,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$1.15$0.64$0.97$0.76$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$1.23$0.43$0.61$0.55$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$1.34$0.35$0.77$0.67$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$97,388
Mission and Program Overview

Mission

Preserve and promote the arts, culture and history of augusta

Program Services

DescriptionGrantsExpenses
AS AN ORGANIZATION IN ITS INFANCY, THE ORGANIZATION CURRENTLY PERFORMS ONLY TWO MAJOR CATEGORIES OF PROGRAM SERVICES. ITS MAIN ACTIVITY IS ADMISSIONS TO ITS FACILITY FOR ARTISTIC EVENTS (PAINTING EVENTS, MUSICAL PERFORMANCES, ETC.). MONTHLY EVENTS WERE ATTENDED BY APPROXIMATELY 150 PERSONS AT EACH EVENT.$0$39,553
THE ORGANIZATION ALSO RENTS OUT ITS FACILITY TO GROUPS THAT HOLD EVENTS IN LINE WITH THE ORGANIZATION'S CHARITABLE PURPOSES. THE GROUPS PAY FOR ALL EXPENSES FOR SUCH EVENTS. THERE WERE APPROXIMATELY FOUR EVENTS DURING 2024 WITH ATTENDENCE OF APPROXIMATELY 150 PEOPLE AT EACH EVENT.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TREY SMITHPresidentPT$0--
JULLE KRAKOWSKISecretary-$0--
JOLEEN SCHARENBROCHTreasurer-$0--
PAUL HUGHESBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Augusta Heritage Foundation
EIN
81-3309884
Phone
6367414016
Address
POST OFFICE BOX 15, AUGUSTA, MO 63332-0015

Signing Officer

Name
Samuel W Smith Iii
Title
President
Phone
6367414016
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cole Evans & Peterson
Address
POST OFFICE DRAWER 1768, SHREVEPORT, LA 71166-1768
Preparer
Steven R Bayer
Phone
3182228367
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program services. Amount: 39,553. Description: insurance. Amount: 3,252. Description: office expense. Amount: 1,939. Description: supplies. Amount: 324. Total to form 990-ez, line 16: 45,068.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 809.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: mortgage payable. Beg. Of year amount: 123,450. End of year amount: 114,750.”

Raw XML Appendix174 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE AND PROMOTE THE ARTS, CULTURE AND HISTORY OF AUGUSTA
IRS990EZ/PrintingPublicationsPostageAmt02332
IRS990EZ/ProgramServiceRevenueAmt056878
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AS AN ORGANIZATION IN ITS INFANCY, THE ORGANIZATION CURRENTLY PERFORMS ONLY TWO MAJOR CATEGORIES OF PROGRAM SERVICES. ITS MAIN ACTIVITY IS ADMISSIONS TO ITS FACILITY FOR ARTISTIC EVENTS (PAINTING EVENTS, MUSICAL PERFORMANCES, ETC.). MONTHLY EVENTS WERE ATTENDED BY APPROXIMATELY 150 PERSONS AT EACH EVENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION ALSO RENTS OUT ITS FACILITY TO GROUPS THAT HOLD EVENTS IN LINE WITH THE ORGANIZATION'S CHARITABLE PURPOSES. THE GROUPS PAY FOR ALL EXPENSES FOR SUCH EVENTS. THERE WERE APPROXIMATELY FOUR EVENTS DURING 2024 WITH ATTENDENCE OF APPROXIMATELY 150 PEOPLE AT EACH EVENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM SERVICES. AMOUNT: 39,553. DESCRIPTION: INSURANCE. AMOUNT: 3,252. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,939. DESCRIPTION: SUPPLIES. AMOUNT: 324. TOTAL TO FORM 990-EZ, LINE 16: 45,068.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 809.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MORTGAGE PAYABLE. BEG. OF YEAR AMOUNT: 123,450. END OF YEAR AMOUNT: 114,750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL W SMITH III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06367414016
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AUGUSTA HERITAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0813309884
ReturnHeader/Filer/PhoneNum06367414016
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 15
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0633320015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720506596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLE EVANS & PETERSON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0711661768
ReturnHeader/PreparerPersonGrp/PhoneNum03182228367
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BAYER
ReturnHeader/ReturnTs02025-11-13T11:15:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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