Rockbridge Historical Society
- Assets
- $716.7k
- Revenue
- $105.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Lexington, VA
- Founding
- 06/1988
- Data as of
- 12/2021
- EIN
- 23-7090646
Organization Overview
Rockbridge Historical Society is located in Lexington, VA. The organization was established in 1988. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rockbridge Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Rockbridge Historical Society generated $105.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.0% each year. All expenses for the organization totaled $111.6k during the year ending 12/2021. While expenses have increased by 7.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SOCIETY HAS ONLY ONE OBJECTIVE-EDUCATIONAL IN PROVIDING THE GENERAL PUBLIC WITH A HISTORY OF LEXINGTON VIA MEETINGS, PUBLICATIONS, ETC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Eric Wilson Executive Di | 40 | $31,482 | |
Mary Harvey Halseth President | 1 | $0 | |
Stephen Beck VP For Prope | 1 | $0 | |
Harper Donahoe Vice-Preside | 1 | $0 | |
Larry Spurgeon Secretary | 1 | $0 | |
Julie Goyette Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $54,365 |
| Interest on Savings | $22 |
| Dividends & Interest | $9,255 |
| Net Rental Income | $22,929 |
| Net Gain on Sale of Assets | $13,556 |
| Capital Gain Net Income | $314 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,085 |
| Total Revenue | $105,884 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $31,482 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $2,408 |
| Interest | $2,710 |
| Taxes | $7,506 |
| Depreciation | $7,662 |
| Occupancy | $9,050 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $47,404 |
| Total operating and administrative expenses | $111,647 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $111,647 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $23,019 |
| Savings and temporary cash investments | $524,462 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $123,073 |
| Other assets | $46,163 |
| Total assets | $716,717 |
| Accounts payable and accrued expenses | $847 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $46,005 |
| Total liabilities | $46,852 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rockbridge Historical Society has recieved totaling $10,000.
| Awarding Organization | Amount |
|---|---|
American Endowment Foundation Hudson, OH PURPOSE: ARTS, CULTURE | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
White House Historical Association Washington, DC | $70,614,346 | $21,703,882 |
National Links Trust Washington, DC | $8,914,003 | $10,793,468 |
Maymont Foundation Richmond, VA | $38,971,207 | $5,423,725 |
The Lynnwood Foundation Charlotte, NC | $21,387,443 | $5,860,754 |
The Heritage Foundation Of Williamson County Tn Franklin, TN | $23,589,168 | $5,101,900 |
Classical American Homes Preservation Trust Hillsborough, NC | $132,123,539 | $8,113,151 |
Andrew Jackson Foundation Hermitage, TN | $11,010,285 | $4,320,645 |
National Archives Foundation Washington, DC | $14,544,421 | $8,935,036 |
Memphis Chapter For Preservation Of Tennessee Antiquities Nashville, TN | $7,377,257 | $4,193,595 |
House Of The Temple Historic Preservation Foundation Inc Washington, DC | $31,687,828 | $5,822,669 |
Historic Annapolis Inc Annapolis, MD | $11,216,187 | $4,170,932 |
The George Washington Foundation Fredericksburg, VA | $39,220,156 | $2,847,343 |