PRESBYTERIAN HERITAGE CENTER Charity Report

Public IRS 990 nonprofit record

PRESBYTERIAN HERITAGE CENTER

EIN 56-2462726 · Religion-Related (X118)

What they do

THE PRESBYTERIAN HERITAGE CENTER AT MONTREAT is A 501(C)(3) NONPROFIT EDUCATIONAL ORGANIZATION OPERATING AS AN INNOVATIVE and INTERACTIVE LEARNING CENTER and RESEARCH FACILITY BOTH ONSITE and ONLINE. THE MISSION is TO: (1) EDUCATE YOUNG PEOPLE and ADULTS ABOUT THE HERITAGE and HISTORY of CHURCHES SHARING THE PRESBYTERIAN and REFORMED FAITH THROUGH EXHIBITS and PROGRAMS, SO THEY MAY UNDERSTAND and APPRECIATE WHAT GOD THROUGH JESUS CHRIST HAS DONE WITH and THROUGH HIS PEOPLE and SEEK to DISCERN GODS WILL BOTH TODAY and IN THE FUTURE. (2) DISCOVER, COLLECT, DOCUMENT, PRESERVE, EXHIBIT, and MAKE AVAILABLE RECORDS, INTERESTING and IMPORTANT ARTIFACTS, PHOTOGRAPHS, FILM, BOOKS, and OTHER INFORMATION, BOTH ONSITE and ONLINE, ABOUT THE HISTORY of THE PRESBYTERIAN & REFORMED CHURCHES, THE CHURCH UNIVERSAL and ABOUT MONTREAT. (3) INCREASE UNDERSTANDING and APPRECIATION of THE HISTORY of NATIONAL and WORLDWIDE MISSIONS, AS WELL AS, to PROMOTE THE IMPORTANCE of PRESENT and FUTURE MISSIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $46.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

35.12%of revenue went to mission work46.0% of expenses · Program services

5.31%of revenue went to fundraising6.9% of expenses

$76.38spent for every $100 of revenueRevenue covered expenses this year.

35.95%of revenue went to management and office costs47.1% of expenses

$1.83in assets for every $1 spent this yearSome assets cannot be spent right away.

99.8%of its money came from giftsOther money may come from services or investments.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$401,629

Mission workProgram services$141,04535.12% of revenue46.0% of expenses

ManagementOffice and general costs$144,39935.95% of revenue47.1% of expenses

FundraisingAsking for donations$21,3155.31% of revenue6.9% of expenses

Revenue left after expensesReported annual surplus$94,87023.62% of revenueShown in gray on the chart

Total expenses$306,75976.38% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 46.0% mission · 47.1% management · 6.9% fundraisingTotal expenses: 76.38% of revenue

2023Expense mix: 65.3% mission · 25.3% management · 9.3% fundraisingTotal expenses: 71.12% of revenue

2022Expense mix: 69.8% mission · 22.9% management · 7.3% fundraisingTotal expenses: 98.29% of revenue

2021Expense mix: 67.3% mission · 23.7% management · 9.0% fundraisingTotal expenses: 77.12% of revenue

2020Expense mix: 69.8% mission · 24.0% management · 6.2% fundraisingTotal expenses: 86.61% of revenue

2019Expense mix: 80.7% mission · 16.4% management · 2.9% fundraisingTotal expenses: 102.85% of revenue

2018Expense mix: 73.1% mission · 23.6% management · 3.4% fundraisingTotal expenses: 88.53% of revenue

2017Expense mix: 75.5% mission · 21.1% management · 3.4% fundraisingTotal expenses: 99.41% of revenue

Money in and money out

Revenue$401,629

Expenses$306,759

Annual surplus $94,870 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$141,045 · 46.0% of expenses

Management and office costs$144,399 · 47.1% of expenses

Fundraising$21,315 · 6.9% of expenses

See all reported dollar amounts

Revenue$401,629

Expenses$306,759

Assets$562,157

Income$404,108

Contributions$400,933

Mission work (program services)$141,045

Fundraising$21,315

Management and general$144,399

Accounting fees$8,821

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (26)

LORENZO R SMALLDIRECTOR

WILLIAM E DUDLEYDIRECTOR

TOM WIDMERDIRECTOR

TERRY BROWN BUTLERDIRECTOR

SUE DIEHLDIRECTOR/SEC

SCOTT CANDLERDIRECTOR

ROY TAYLORDIRECTOR

RICHARD RAYDIRECTOR

R JACKSON SADLERDIRECTOR

PAUL H GRIERDIRECTOR

MASON BLAKEDIRECTOR

MARTHA D CAMPBELLDIRECTOR

MARK MUELLERDIRECTOR

ALVA WHITEHEADDIRECTOR

LETTA JEAN TAYLORDIRECTOR/VIC

KAY L STOCKDALEDIRECTOR

JUDY SHUFORDDIRECTOR

JOHN N AKERSDIRECTOR

JOHN HINKLEDIRECTOR

JEN HADDOXDIRECTOR

HUGH Q ALEXANDER JRDIRECTOR/TRE

HENRY W NEALEDIRECTOR

ELOISE SHEPHERDDIRECTOR

DANNY C MURPHYDIRECTOR

CHARLES NEWTONDIRECTOR

BILL SCHEUDIRECTOR/CHA

About this charity

Recognized since: January 2005
Location: PO BOX 207, MONTREAT, NC 287570207
County: Buncombe
In care of: HUGH Q ALEXANDER JR
Primary officer: HUGH Q ALEXANDER JR, DIRECTOR/TREASURER

How to reach them

WebsiteVisit the charity’s website Emailinfo@phcmontreat.org Phone(828) 669-6556

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: GOODMAN CPA PLLC
NTEE classification: Religion-Related (X118)