Nonprofit · EIN 56-6054135
CATAWBA COUNTY HISTORICAL ASSOCIATION INC
Tax-exempt · NEWTON, NC 28658
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $694,172 | $739,220 | -$45,048 | $2,460,077 | $1,264,257 | $1,195,820 |
| June 30, 2024 | 990 | $601,085 | $802,695 | -$201,610 | $1,631,838 | $0 | $1,631,838 |
| June 30, 2023 | 990 | $758,773 | $612,804 | $145,969 | $1,832,568 | $3,440 | $1,829,128 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $566,774
- of which government grants
- $128,957
- Membership dues
- $22,955
- Program service revenue
- $16,046
- Investment income
- $103,058
- Net rental income
- $10,400
- Net income from fundraising events
- -$21,544
- Net income from sales of inventory
- $19,438
- Other revenue
- $8,294
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $340,576
- Salaries, compensation and benefits (total)
- $365,792
- Professional fundraising fees
- $0
- Occupancy
- $53,338
- Travel
- $200
- Program services (functional)
- $118,235
- Management and general (functional)
- $619,654
- Fundraising (functional)
- $1,331
Balance sheet and other
- Total assets, start of year
- $1,631,838
- Total assets, end of year
- $2,460,077
- Total liabilities, end of year
- $1,264,257
- Net assets, end of year
- $1,195,820
- Land, buildings and equipment
- $31,167
- Publicly traded securities
- $1,026,238
- Net assets without donor restrictions
- $169,582
- Net assets with donor restrictions
- $1,026,238
- Gross unrelated business income
- $103,058
- Gross receipts
- $849,993
- Employees
- 15
- Volunteers
- 37
- Year formed
- 1949
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES MOODY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CATHI GANN | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID HOOD | TRUSTEE Trustee or director | 1 | $0 |
| BILL LONG | COLLECTIONS COMMITTEE Trustee or director | 1 | $0 |
| CONNIE COUDEN | TRUSTEE Trustee or director | 1 | $0 |
| DOUG BRADY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ROBERT MEEK | TREASURER Trustee or director, Officer | 1 | $0 |
| LEE MORITZ | TRUSTEE Trustee or director | 1 | $0 |
| STANLY STEWART | TRUSTEE Trustee or director | 1 | $0 |
| BILL UNVERFEHRT | TRUSTEE Trustee or director | 1 | $0 |
| GROVER LINEBARGER | TRUSTEE Trustee or director | 1 | $0 |
| ANTONE SCOTT | TRUSTEE Trustee or director | 1 | $0 |
| RANDY PENNELL | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD ELLER | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN HOLBROOK | EXECUTIVE DIRECTOR Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL BEATTY JR | EMERITUS Trustee or director | 1 | $0 |
| BEVERLY DANNER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY ROBINSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DEREK COLSON | TRUSTEE - EXECUTIVE BOARD Trustee or director | 1 | $0 |
| MARC DAGENHARDT | TRUSTEE - CVPF LIAISON Trustee or director | 1 | $0 |
| CONNIE COUDEN | TRUSTEE Trustee or director | 1 | $0 |
| CATHI GANN | TRUSTEE - SECRETARY Trustee or director, Officer | 1 | $0 |
| GINA ABERNETHY | TRUSTEE - MEMBERSHIP COMMITTEE Trustee or director | 1 | $0 |
| LEE MORETZ | TRUSTEE Trustee or director | 1 | $0 |
| PAUL BEATTY | EMERITUS Trustee or director | 1 | $0 |
| BILL LONG | TRUSTEE- COLLECTIONS COMMITTEE Trustee or director | 1 | $0 |
| BILL UNVERFERHT | TRUSTEE - MEMBERSHIP COMMITTEE Trustee or director | 1 | $0 |
| CHARLES MOODY | TRUSTEE - VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID HOOD | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT MEEK | TRUSTEE Trustee or director | 1 | $0 |
| DOUG BRADY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE ECKARD | EMERITUS Trustee or director | 1 | $0 |
| STANLEY STEWART | TRUSTEE Trustee or director | 1 | $0 |
| JEFF EASLEY | TRUSTEE - TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF DURHAM | TRUSTEE Trustee or director | 1 | $0 |
| DAVID HOOD | TRUSTEE Trustee or director | 1 | $0 |
| MIKE ECKARD | EMERITUS Trustee or director | 1 | $0 |
| PAUL BEATTY | EMERITUS Trustee or director | 1 | $0 |
| JEFF EASLEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DEREK COLSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ELEANOR COLEMON | SECRETARY Trustee or director, Officer | 1 | $0 |
| MELINDA TRAVIS | TREASURER Trustee or director, Officer | 1 | $0 |
| LARRY ROBINSON | TRUSTEE Trustee or director | 1 | $0 |
| CATHI GANN | HH COMMITTEE CHAIR TRUSTEE Trustee or director | 1 | $0 |
| CHARLES MOODY | TRUSTEE Trustee or director | 1 | $0 |
| GINA ABERNETHY | TRUSTEE - MEMBERSHIP COMMITTEE Trustee or director | 1 | $0 |
| ROBERT MEEK | TRUSTEE Trustee or director | 1 | $0 |
| VAN TAYLOR | PROPERTY COMMITTEE TRUSTEE Trustee or director | 1 | $0 |
| CONNIE COUDEN | TRUSTEE Trustee or director | 1 | $0 |
| DR BILL LONG | TRUSTEE Trustee or director | 1 | $0 |
| MARC DAGENHARDT | CVPF LIAISON TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 73, NEWTON, NC 28658-0073
- In care of
- % JULIANNE WARD GRAY
- Principal officer (990 for 2024)
- JULIANNE GRAY, PO BOX 73, NEWTON, NC 28658
- Signed the 990
- JULIANNE GRAY, FINANCE OFFICER
- Phone
- (828) 465-0383
- Website
- WWW.CATAWBAHISTORY.ORG
- Return prepared by
- MARTIN STARNES & ASSOCIATES CPAS PA
Mission
CCHA IS DEDICATED TO THE PRESERVATION AND INTERPRETATION OF THE STORIES OBJECTS AND PLACES THAT DOCUMENT THE RICH HERITAGE OF CATAWBA COUNTY. THE ORGANIZATION ACCOMPLISHES THIS THROUGH DISSEMINATING INFORMATION AND STIMULATING INTEREST THROUGH ITS COLLECTIONS PUBLICATIONS LECTURES WORKSHOPS AND SPECIAL PROGRAMS FOCUSED ON THE HISTORY OF CATAWBA COUNTY.
Program accomplishments
- THE CATAWBA COUNTY HISTORICAL ASSOCIATIONS ACCOMPLISHMENTS AS MEASURED BY EXPENSES INCLUDE OPERATIONS PRESERVATION PHYSICAL MAINTENANCE OF FOUR HISTORIC PROPERTIES, ADMINISTRATIVE PERSONNEL COSTS AND EDUCATIONAL PROGRAMMING FOR THE COMMUNITY PUBLIC.Expenses $118,235 · revenue $45,884
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6054135
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,460,077
- Income (IRS master file)
- $849,993
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $694,172 | $739,220 | $2,460,077 | IRS |
| 990 | June 2024 | $601,085 | $802,695 | $1,631,838 | XML |
| 990 | June 2023 | $758,773 | $612,804 | $1,832,568 | XML |
| 990 | June 2022 | $1,537,070 | $1,641,366 | $1,690,253 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 56-6054135).
Questions about CATAWBA COUNTY HISTORICAL ASSOCIATION INC
- What is the EIN of CATAWBA COUNTY HISTORICAL ASSOCIATION INC?
- The employer identification number (EIN) of CATAWBA COUNTY HISTORICAL ASSOCIATION INC is 56-6054135.
- Is CATAWBA COUNTY HISTORICAL ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to CATAWBA COUNTY HISTORICAL ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATAWBA COUNTY HISTORICAL ASSOCIATION 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 CATAWBA COUNTY HISTORICAL ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATAWBA COUNTY HISTORICAL ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CATAWBA COUNTY HISTORICAL ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names JULIANNE GRAY.
- Who are the officers and directors of CATAWBA COUNTY HISTORICAL ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does CATAWBA COUNTY HISTORICAL ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $694,172, expenses of $739,220 and total assets of $2,460,077 at year end.
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