Form 990 for tax year 2024
Filed by ALBEMARLE COUNTY HISTORICAL SOCIETY INC.
Totals
- Total revenue
- $407,599
- Total expenses
- $315,494
- Contributions and grants received
- $385,214
- Grants paid
- $0
- Program service revenue
- $9,320
- Investment income
- $8,144
- Other revenue
- $4,921
- Total assets, end of year
- $266,214
- Total liabilities, end of year
- $7,432
- Net assets or fund balances, end of year
- $258,782
- Program services expenses (Part IX)
- $222,997
- Management and general expenses
- $72,707
- Fundraising expenses
- $19,790
- Program service expenses (Part III)
- $222,997
Program services were 70.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$49,368
-
1f · All other contributions, gifts and grants
$335,846
-
1g · Noncash contributions included above
$63,905
-
2a · Program service revenue: PROGRAM INCOME
total $4,854 · excluded $4,854
-
2b · Program service revenue: WALKING TOURS
total $3,591 · excluded $3,591
-
2c · Program service revenue: LIBRARY SERVICES
total $796 · excluded $796
-
2d · Program service revenue: COPY SERVICES
total $79 · excluded $79
-
3 · Investment income
total $2,992 · excluded $2,992
-
7a · Gross sales of assets other than inventory
securities $5,152
-
7c · Gain or loss
securities $5,152
-
7d · Net gain or loss
total $5,152 · excluded $5,152
-
10a · Gross sales of inventory
$2,350
-
10b · Cost of goods sold
$1,510
-
10c · Net income from sales of inventory
total $840 · excluded $840
-
11a · Other revenue: FACILITY RENTAL INCOME
total $3,881 · excluded $3,881
-
11b · Other revenue: OTHER
total $200 · excluded $200
-
11e · Other revenue, total
$4,081
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $87,808 · program services $61,465 · management and general $17,562 · fundraising $8,781
-
7 · Other salaries and wages
total $55,368 · program services $38,757 · management and general $11,074 · fundraising $5,537
-
10 · Payroll taxes
total $10,983 · program services $7,689 · management and general $2,196 · fundraising $1,098
-
11c · Fees: accounting
total $9,000 · management and general $9,000
-
11g · Fees: other
total $3,363 · management and general $3,363
-
12 · Advertising and promotion
total $4,374 · fundraising $4,374
-
13 · Office expenses
total $3,216 · program services $1,334 · management and general $1,882
-
14 · Information technology
total $8,801 · management and general $8,801
-
16 · Occupancy
total $29,949 · program services $14,975 · management and general $14,974
-
19 · Conferences, conventions and meetings
total $1,406 · management and general $1,406
-
23 · Insurance
total $1,859 · management and general $1,859
-
24a · Other expenses: BROWNS COVE FARMS PROJECT
total $26,294 · program services $26,294
-
24b · Other expenses: ORAL HISTORY EXPENSE
total $23,398 · program services $23,398
-
24c · Other expenses: MACH EXPENSE
total $12,438 · program services $12,438
-
24d · Other expenses: HATTON FERRY
total $8,890 · program services $8,890
-
24e · All other expenses
total $28,347 · program services $27,757 · management and general $590
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $79,126 · end of year $118,753
-
2 · Savings and temporary cash investments
beginning of year $131,457 · end of year $129,563
-
4 · Accounts receivable
end of year $155
-
11 · Investments: publicly traded securities
beginning of year $15,808 · end of year $16,040
-
15 · Other assets
beginning of year $1,703 · end of year $1,703
-
19 · Deferred revenue
beginning of year $253 · end of year $7,345
-
25 · Other liabilities
beginning of year $2,412 · end of year $87
-
27 · Net assets without donor restrictions
beginning of year $225,429 · end of year $258,782
Mission and programs · 2024
Mission
HISTORY IS NOT THE PAST; IT IS THE STORY WE TELL ABOUT THE PAST. EVERY PERSON IN ALBEMARLE COUNTY AND THE CITY OF CHARLOTTESVILLE HAS A UNIQUE AND POWERFUL STORY TO TELL. THROUGH COLLECTING, PRESERVING, AND INTERPRETING THE HISTORY OF OUR COMMUNITY, WE ARE COMMITTED TO INFORMING, INSPIRING, AND BRINGING TOGETHER ALL PEOPLE, CREATING OPPORTUNITIES FOR NEW RELATIONSHIPS AND NEW UNDERSTANDINGS.
-
EXHIBITS, COLLECTIONS, & PRESERVATION: ACHS STAFF AND VOLUNTEERS, WORKING WITH LOCAL CITIZENS, COLLECT, PRESERVE, AND EXHIBIT MANUSCRIPTS, PRINTED MATERIALS, ORAL HISTORIES, DIGITAL HUMANITIES RESEARCH, AND CULTURAL MATERIALS AND ARTIFACTS SO THAT LOCAL CITIZENS AND VISITORS CAN STUDY THE HISTORY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, VA. THE ACHS EXHIBITS ITS COLLECTIONS IN ITS OWN HISTORIC SPACE AND OTHER LOCAL VENUES; PRESENTS HISTORICAL PROGRAMS, LECTURES, AND OTHER RELATED ACTIVITIES; SUPPORTS HISTORICAL AND GENEALOGICAL RESEARCH; PROMOTES THE USE OF THE LOCAL INFORMATIONAL WIKI WWW.CVILLEPEDIA.ORG; MANAGES THE HISTORIC ONE-OF-A-KIND HATTON FERRY ON THE JAMES RIVER; AND PUBLISHES FREQUENT NEWSLETTERS AND AN ANNUAL ACADEMIC JOURNAL. THE ACHS IS LOCATED IN CHARLOTTESVILLE AND SERVES THE COMMUNITIES OF THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, A TOTAL POPULATION OF 158,948 PEOPLE AS OF THE 2020 CENSUS.
Expenses $59,374 · Revenue $875
-
HISTORY PROGRAMS, LECTURES, MEETINGS, EXHIBITS, & OTHER EVENTS: THE ACHS CONDUCTS IN-PERSON AND VIRTUAL PROGRAMS, LECTURES, MEETINGS, AND EXHIBITIONS, MAINTAINS AN ACTIVE SOCIAL MEDIA PRESENCE CONNECTING WITH OUR LOCAL COMMUNITY, AND PROVIDES WALKING TOURS TO HIGHLIGHT LOCAL HISTORY. WE OFFER MONTHLY ONLINE PROGRAMS ON VARIOUS HISTORICAL TOPICS, INCLUDING A SPEAKER SERIES, PANEL DISCUSSIONS, AND CONVERSATIONAL INTERVIEWS CALLED UNREGULATED HISTORICAL MEANDERINGS. WE PARTNER IN OUR PROGRAMS AND EVENTS WITH LOCAL ORGANIZATIONS AND INDIVIDUALS, THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY, THE REGIONAL LIBRARY, AND PUBLIC/PRIVATE SCHOOLS TO PROMOTE A GREATER UNDERSTANDING OF OUR LOCAL HISTORY. OUR PROGRAMS CHALLENGE THE LOCAL COMMUNITY TO LEARN FROM THE PAST TO BETTER UNDERSTAND THE PRESENT BY INTERROGATING THE CIRCUMSTANCES, FORCES, AND CHOICES THAT LED TO CURRENT SITUATIONS WITHIN OUR COMMUNITY AND THE LARGER WORLD.
Expenses $113,881 · Revenue $8,445
-
PUBLISHING NEWSLETTERS AND AN ANNUAL MAGAZINE TO HIGHLIGHT ONGOING HISTORICAL ACTIVITIES.
Expenses $49,742
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DR PHYLLIS LEFFLER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
DR SHELLEY MURPHY
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL DICKENS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
LUKE ROARK
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
DANIEL SMYTHE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
ANGUS ARRINGTON IV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PHYLLIS FEIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHERINE SLAUGHTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TED COATES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HELICE HENDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
OLIVIA BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BUNNY GIBBONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GAYLE JESSUP WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SAM TOWLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TIM MULLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 August 2025
- IRS schema version
- 2024v5.0
- Source object
- 202512189349301101
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