CATAWBA COUNTY HISTORICAL ASSOCIATION Charity Report

Public IRS 990 nonprofit record

CATAWBA COUNTY HISTORICAL ASSOCIATION

EIN 56-6054135 · Education (B)

What they do

THE CCHA is AN EDUCATIONAL INSTITUTION DEDICATED to THE PRESERVATION and INTERPRETATION of THE STORIES OBJECTS and PLACES THAT DOCUMENT THE RICH HERITAGE of CATAWBA COUNTY and ITS ROLE IN THE DEVELOPMENT of THE WESTERN PIEDMONT of NC. THE ORGANIZATION CONTINUES to DEDICATE TIME and RESOURCES TOWARDS EDUCATING THE COMMUNITY and VISITORS ABOUT THE HISTORY of CATAWBA COUNTY.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $16.00 was reported for mission work and $0.20 for fundraising. Understand this before you give.

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 leaders17 people are listed in the latest report.

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

Money made simple

17.03%of revenue went to mission work16.0% of expenses · Program services

0.19%of revenue went to fundraising0.2% of expenses

$106.49spent for every $100 of revenueSpending was higher than revenue this year.

89.27%of revenue went to management and office costs83.8% of expenses

$3.33in assets for every $1 spent this yearSome assets cannot be spent right away.

81.6%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.

Worth asking: Expenses exceeded revenue by $45,048 this year. Ask whether that was planned or caused by a one-time event.

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$694,172

Mission workProgram services$118,23517.03% of revenue16.0% of expenses

ManagementOffice and general costs$619,65489.27% of revenue83.8% of expenses

FundraisingAsking for donations$1,3310.19% of revenue0.2% of expenses

Total expenses$739,220106.49% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Pause before giving. This filing reports that 0.2% of spending went to fundraising and 16.0% went to mission work. Ask the charity to explain these numbers and show recent results.

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: 16.0% mission · 83.8% management · 0.2% fundraisingTotal expenses: 106.49% of revenue

2023Expense mix: 0.3% mission · 83.9% management · 13.6% fundraisingTotal expenses: 133.54% of revenue

2022Expense mix: 100.0% mission · 88.7% management · 10.6% fundraisingTotal expenses: 80.76% of revenue

2021Expense mix: 67.2% mission · 27.6% management · 5.2% fundraisingTotal expenses: 106.79% of revenue

2020Expense mix: 19.7% mission · 79.5% management · 0.8% fundraisingTotal expenses: 60.31% of revenue

2019Expense mix: 86.3% mission · 12.2% management · 1.5% fundraisingTotal expenses: 116.33% of revenue

2018Expense mix: 91.2% mission · 6.9% management · 1.9% fundraisingTotal expenses: 100.52% of revenue

2017Expense mix: 95.7% mission · 3.1% management · 1.2% fundraisingTotal expenses: 81.98% of revenue

Money in and money out

Revenue$694,172

Expenses$739,220

Annual shortfall $45,048 Expenses were higher than revenue 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)$118,235 · 16.0% of expenses

Management and office costs$619,654 · 83.8% of expenses

Fundraising$1,331 · 0.2% of expenses

See all reported dollar amounts

Revenue$694,172

Expenses$739,220

Assets$2,460,077

Income$849,993

Contributions$566,774

Mission work (program services)$118,235

Fundraising$1,331

Management and general$619,654

Stocks and bonds$1,026,238

Investing fees$8,048

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 (17)

DOUG BRADYVICE PRESIDENT

SUSAN HOLBROOKEXECUTIVE DIRECTOR

STANLY STEWARTTRUSTEE

ROBERT MEEKTREASURER

RICHARD ELLERTRUSTEE

RANDY PENNELLTRUSTEE

PAUL BEATTY JREMERITUS

LEE MORITZTRUSTEE

GROVER LINEBARGERTRUSTEE

ANTONE SCOTTTRUSTEE

DAVID HOODTRUSTEE

CONNIE COUDENTRUSTEE

CHARLES MOODYPRESIDENT

CATHI GANNSECRETARY

BILL UNVERFEHRTTRUSTEE

BILL LONGCOLLECTIONS COMMITTEE

BEVERLY DANNERTRUSTEE

About this charity

Recognized since: January 1956
Location: PO BOX 73, NEWTON, NC 28658
County: Catawba
In care of: JULIANNE GRAY
Primary officer: JULIANNE GRAY, FINANCE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(828) 465-0383

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MARTIN STARNES & ASSOCIATES CPAS PA
NTEE classification: Education (B)
IRS tax category: Education