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Historic Carson House FY2021 filing

Tax-deductible

Marion, NC501(c)(3)Since 2015EIN 56-0989729Revenue $106K in FY2021

On file with the IRS1805 Hwy 70 W, 28752-0000 · Marion, NCTax-exempt since Mar 1966Publicly supported — 509(a)(2)

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To restore, preserve and maintain the former home of john h Carson located at 1805 hwy 70w, marion, NC, for the benefit of the people of mcdowell county, the state of north carolina, and the united states of america

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $118K a year · 47% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
54 mo
of spending, in cash
Looks good: 54.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $23
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$106K
+36% vs prior year
Spent
$108K
To programs
100%
Net assets
$787K
By yearFY2020–FY2025
Revenue
$106K
FY2021▲ +36%
Tap a bar for its year
Revenue by fiscal year
FY2020$78K
FY2021$106K
FY2022$101K
FY2023$192K
FY2024$299K
FY2025$711K
Expenses
$108K
FY2021▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$106K
FY2021$108K
FY2022$127K
FY2023$145K
FY2024$128K
FY2025$167K
Net assets
$787K
FY2021-0.2%
Tap a bar for its year
Net assets by fiscal year
FY2020$789K
FY2021$787K
FY2022$762K
FY2023$455K
FY2024$626K
FY2025$1.2M

From the FY2021 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1966.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $108K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Susan Rankin
Director
$0Pt VII · Sec A
Karen Dark
Ex-Officio
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
James Haney
Ex-Officio
$0Pt VII · Sec A
Martha Jordan
Executive Director
$0Pt VII · Sec A
Douglas Swaim
Vice - Chairman
$0Pt VII · Sec A
See Historic Carson House executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Restores and preserves John H. Carson's former home for public benefit.

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Provided by the organization

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1 program · $108K · in their own filed words · FY2021
01

To repair and restore the former home of john h carson. To maintain the historical site, to operate said homeplace as a museum for literature of various kinds and nature, period furniture, household accessories, and other such articles that protray the life, habits, activities, and ideas of early settlers of mcdowell county.

$108Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$23
Total grants receivedfrom 1 funder$23

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$106K
Ln 12
Gifts and grantsLn 1h$99K
Other incomeLn 4–11$7K
Investment incomeLn 3$15
Money outPt IX
$108K
Ln 25
Programscol B$108K
Owns and owesPt X
$787K
net assets · Ln 32
Cash and savingsLn 1–2$488K
Total assetsLn 16$791K
LiabilitiesLn 26$3K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$99K
Government grantsLn 1e$50K
Fundraising eventsLn 1c$6K
Investment incomeLn 3$15
Other incomeLn 4–11$7K
Total revenueLn 12$106K
Assets in detailPt X, end of year
CashLn 1$84K
SavingsLn 2$405K
Cash and savings togetherLn 1–2$488K
Land, buildings, equipmentLn 10c$302K
Total assetsLn 16$791K
LiabilitiesLn 26$3K
Net assetsLn 32$787K
OperationsPt I, VI
EmployeesI 53
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$463K$488K
Land, buildings, equipmentLn 10c$328K$302K
Total assetsLn 16$791K$791K
LiabilitiesLn 26$2K$3K
Net assetsLn 32$789K$787K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$17K$17K
Other salaries and wagesLn 7$23K$23K
Payroll taxesLn 10$3K$3K
Accounting feesLn 11c$2K$2K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$2K$2K
OccupancyLn 16$6K$6K
Depreciation, depletion and amortizationLn 22$25K$25K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$18K$18K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$108K$108K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $711K$167K$544K$1.2M 990 PDF
FY2024 $299K$128K$171K$626K 990 PDF
FY2023 $192K$145K$47K$455K 990 PDF
FY2022 $101K$127K−$25K$762K 990 PDF
FY2021 Viewing $106K$108K−$2K$787K 990 PDF
FY2020 $78K$106K−$28K$789K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $105,992 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $77,826$99,133
I-9 Program service revenue$0
I-10 Investment income$15
I-11 Other revenue$6,844
I-12 Total revenuePrior year $77,826$105,992
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $41,862$43,680
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $64,262$64,071
I-18 Total expensesPrior year $106,124$107,751
I-19 Revenue less expensesPrior year −$28,298−$1,759
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $105,992 across 8 lines filed
Lines not itemized here account for $187 of total revenue; see the IRS return.
VIII-1b Membership dues$13,075
VIII-1c Fundraising events$5,834
VIII-1e Government grants$50,000
VIII-1f All other contributions, gifts and grants$30,224
VIII-1h Total contributions, gifts and grants$99,133
VIII-3 Investment incomeRelated to mission $15$15
VIII-6 Net rental income or lossRelated to mission $6,657$6,657
VIII-12 Total revenueRelated to mission $6,859 · Unrelated business $0 · Excluded from tax $0$105,992
Part IX · Statement of functional expenses $107,751 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $17,079$17,079
IX-7 Other salaries and wagesPrograms $23,155$23,155
IX-10 Payroll taxesPrograms $3,446$3,446
IX-11c Accounting feesPrograms $1,900$1,900
IX-12 Advertising and promotionPrograms $1,214$1,214
IX-13 Office expensesPrograms $1,549$1,549
IX-16 OccupancyPrograms $5,699$5,699
IX-22 Depreciation, depletion and amortizationPrograms $25,340$25,340
IX-23 InsurancePrograms $6,781$6,781
IX-24 Other expenses (24a–d)Programs $18,289$18,289
IX-24e All other expensesPrograms $3,299$3,299
IX-25 Total functional expensesPrograms $107,751 · Management $0 · Fundraising $0$107,751
Part X · Balance sheet $790,747 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $67,164$83,708
X-2 Savings and temporary cash investmentsStart of year $396,204$404,596
X-10c Land, buildings and equipment, netStart of year $327,783$302,443
X-16 Total assetsStart of year $791,151$790,747
X-17 Accounts payable and accrued expensesStart of year $1,943$3,298
X-26 Total liabilitiesStart of year $1,943$3,298
X-27 Net assets without donor restrictionsStart of year $789,208$787,449
X-32 Total net assets or fund balancesStart of year $789,208$787,449
X-33 Total liabilities and net assetsStart of year $791,151$790,747
Part XI · Reconciliation of net assets $787,449 net assets at year end
XI-1 Total revenue$105,992
XI-2 Total expenses$107,751
XI-3 Revenue less expenses−$1,759
XI-4 Net assets at start of year$789,208
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$787,449

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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