Nonprofit · EIN 13-4253836
HISTORY MUSEUM OF BURKE COUNTY INC
Tax-exempt · MORGANTON, NC 28680
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $627,937 | $169,092 | $458,845 | $4,110,935 | $1,939 | $4,108,996 |
| December 31, 2023 | 990 | $355,232 | $147,619 | $207,613 | $3,484,452 | $994 | $3,483,458 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $517,881
- of which government grants
- $20,000
- Membership dues
- $21,980
- Program service revenue
- $500
- Investment income
- $109,556
- Net gain from sales of assets
- $40,957
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $28,186
- Salaries, compensation and benefits (total)
- $30,342
- Professional fundraising fees
- $0
- Occupancy
- $43,839
- Depreciation
- $53,884
- Program services (functional)
- $160,504
- Management and general (functional)
- $8,588
Balance sheet and other
- Total assets, start of year
- $3,484,452
- Total assets, end of year
- $4,110,935
- Total liabilities, end of year
- $1,939
- Net assets, end of year
- $4,108,996
- Land, buildings and equipment
- $1,208,877
- Publicly traded securities
- $2,557,239
- Net assets without donor restrictions
- $3,723,086
- Net assets with donor restrictions
- $385,910
- Gross receipts
- $627,937
- Employees
- 2
- Year formed
- 2003
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAITS GORDON | CHAIR Officer | 3 | $0 |
| JOHN AHLRICH | TREASURER Officer | 3 | $0 |
| SANDRA WEST | SECRETARY Officer | 3 | $0 |
| JOHN GREEN | VICE CHAIR Officer | 3 | $0 |
| LOUIS ASBURY | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBBIE BRADLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| WAYNE HITT | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM BROWN III | BOARD MEMBER Trustee or director | 1 | $0 |
| SUE COZORT | BOARD MEMBER Trustee or director | 1 | $0 |
| ALLEN FULLWOOD | BOARD MEMBER Trustee or director | 1 | $0 |
| OLA CALDWELL | BOARD MEMBER Trustee or director | 1 | $0 |
| WINSTON LEAR | BOARD MEMBER Trustee or director | 1 | $0 |
| DANA WHISNANT | BOARD MEMBER Trustee or director | 1 | $0 |
| ALLEN FULLWOOD | BOARD MEMBER Trustee or director | 1 | $0 |
| PAMELA MCGIMPSEY | BOARD MEMBER Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN MERRILL | BOARD MEMBER Trustee or director | 1 | $0 |
| PHYLLIS WOGAN | BOARD MEMBER Trustee or director | 1 | $0 |
| RON KENDRICK | BOARD MEMBER Trustee or director | 1 | $0 |
| SCOTT WHISNANT | BOARD MEMBER Trustee or director | 1 | $0 |
| CLAUDE SITTON | DIRECTOR Trustee or director | 20 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAITS GORDON | CHAIR Officer | – | $0 |
| JOHN AHLRICH | TREASURER Officer | – | $0 |
| SANDRA WEST | SECRETARY Officer | – | $0 |
| JOHN GREEN | VICE CHAIR Officer | – | $0 |
| LOUIS ASBURY | BOARD MEMBER Trustee or director | – | $0 |
| DEBBIE BRADLEY | BOARD MEMBER Trustee or director | – | $0 |
| WAYNE HITT | BOARD MEMBER Trustee or director | – | $0 |
| ALBERT DALE III | BOARD MEMBER Trustee or director | – | $0 |
| SUE COZORT | BOARD MEMBER Trustee or director | – | $0 |
| ALLEN FULLWOOD | BOARD MEMBER Trustee or director | – | $0 |
| SARAH OWENS | BOARD MEMBER Trustee or director | – | $0 |
| WINSTON LEAR | BOARD MEMBER Trustee or director | – | $0 |
| DAVID MCGALLIARD | BOARD MEMBER Trustee or director | – | $0 |
| LARRY CLARK | BOARD MEMBER Trustee or director | – | $0 |
| ROBERT PATTON III | BOARD MEMBER Trustee or director | – | $0 |
| FRED SMITH | BOARD MEMBER Trustee or director | – | $0 |
| PHYLLIS WOGAN | BOARD MEMBER Trustee or director | – | $0 |
| RON KENDRICK | BOARD MEMBER Trustee or director | – | $0 |
| LINDA LINDSEY | BOARD MEMBER Trustee or director | – | $0 |
| CLAUDE SITTON | DIRECTOR Trustee or director | – | $0 |
| DANA WHISNANT | BOARD MEMBER Trustee or director | – | $0 |
| SCOTT WHISNANT | BOARD MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 416, MORGANTON, NC 28680-0416
- In care of
- % CLAUDE S SITTON
- Principal officer (990 for 2024)
- WAITS GORDON, PO BOX 416, MORGANTON, NC 28680
- Signed the 990
- JOHN AHLRICH, TREASURER
- Phone
- (828) 437-1777
- Return prepared by
- BOGGS CRUMP & BROWN PA
Mission
TO SERVE AS A COMMUNITY CULTURAL RESOURCE TO PRESERVE HERITAGE AND TO RECEIVE ARTIFACTS FOR THE BENEFIT, EDUCATION, AND VIEWING OF AREA CITIZENS AND FUTURE GENERATIONS.
Program accomplishments
- TO SERVE AS A COMMUNITY CULTURAL RESOURCE TO PRESERVE HERITAGE AND TO RECEIVE ARTIFACTS FOR THE BENEFIT, EDUCATION, AND VIEWING OF AREA CITIZENS AND FUTURE GENERATIONSExpenses $160,504
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-4253836
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A54)
- Assets (IRS master file)
- $4,110,935
- Income (IRS master file)
- $627,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $627,937 | $169,092 | $4,110,935 | IRS |
| 990 | December 2023 | $355,232 | $147,619 | $3,484,452 | IRS |
| 990 | December 2022 | $305,815 | $132,517 | $3,026,774 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4253836).
Questions about HISTORY MUSEUM OF BURKE COUNTY INC
- What is the EIN of HISTORY MUSEUM OF BURKE COUNTY INC?
- The employer identification number (EIN) of HISTORY MUSEUM OF BURKE COUNTY INC is 13-4253836.
- Is HISTORY MUSEUM OF BURKE COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HISTORY MUSEUM OF BURKE COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORY MUSEUM OF BURKE COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORY MUSEUM OF BURKE COUNTY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORY MUSEUM OF BURKE COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HISTORY MUSEUM OF BURKE COUNTY INC?
- The 990 for the year ended December 31, 2024 names WAITS GORDON.
- Who are the officers and directors of HISTORY MUSEUM OF BURKE COUNTY INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 0 received compensation from the organization.
- How much revenue does HISTORY MUSEUM OF BURKE COUNTY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $627,937, expenses of $169,092 and total assets of $4,110,935 at year end.
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