CATAWBA COUNTY HISTORICAL ASSOCIATION

EIN: 566054135 501(c)(3)

NEWTON, NC

Total Revenue
$694,172
Total Expenses
$739,220
Total Assets
$2,460,077
Net Assets
$1,195,820
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1949
Legal Domicile
NC
Principal Officer
JULIANNE GRAY
Phone
8284650383
Tax Period
2024-07-01 to 2025-06-30

CATAWBA COUNTY HISTORICAL ASSOCIATION, founded in 1949, is a small nonprofit that reported $694K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

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 Service Accomplishments

Program 1
Expenses: $118,235 Revenue: $45,884

THE CATAWBA COUNTY HISTORICAL ASSOCIATIONS ACCOMPLISHMENTS AS MEASURED BY EXPENSES INCLUDE OPERATIONS PRESERVATION PHYSICAL MAINTENANCE OF FOUR HISTORIC PROPERTIES, ADMINISTRATIVE PERSONNEL COSTS AND...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $566,774
Program Service Revenue $16,046
Investment Income $103,058
Other Revenue $8,294
TOTAL REVENUE $694,172

Expense Breakdown

Grants Paid $0
Salaries & Benefits $365,792
Fundraising Expenses $1,331
Program Expenses $118,235
Other Expenses $373,428
TOTAL EXPENSES $739,220

Year-over-Year Comparison

2024 2023 Change
Revenue $694,172 $601,085 +0.2%
Expenses $739,220 $802,695 -0.1%
Net Income $-45,048 $-201,610 -0.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
17
Independent Members
N/A
Employees
15
Volunteers
37

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✓ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES MOODY PRESIDENT 1.00
Officer Director
$0 $0 $0
CATHI GANN SECRETARY 1.00
Officer Director
$0 $0 $0
DAVID HOOD TRUSTEE 1.00
Director
$0 $0 $0
BILL LONG COLLECTIONS COMMITTEE 1.00
Director
$0 $0 $0
CONNIE COUDEN TRUSTEE 1.00
Director
$0 $0 $0
DOUG BRADY VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
ROBERT MEEK TREASURER 1.00
Officer Director
$0 $0 $0
LEE MORITZ TRUSTEE 1.00
Director
$0 $0 $0
STANLY STEWART TRUSTEE 1.00
Director
$0 $0 $0
BILL UNVERFEHRT TRUSTEE 1.00
Director
$0 $0 $0
GROVER LINEBARGER TRUSTEE 1.00
Director
$0 $0 $0
ANTONE SCOTT TRUSTEE 1.00
Director
$0 $0 $0
RANDY PENNELL TRUSTEE 1.00
Director
$0 $0 $0
RICHARD ELLER TRUSTEE 1.00
Director
$0 $0 $0
SUSAN HOLBROOK EXECUTIVE DIRECTOR 1.00
Director
$0 $0 $0
PAUL BEATTY JR EMERITUS 1.00
Director
$0 $0 $0
BEVERLY DANNER TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $694,172 $739,220 $2,460,077 $-45,048
2024 $601,085 $802,695 $1,631,838 $-201,610
2023 $758,773 $612,804 $1,832,568 $145,969
2022 $1,537,070 $1,641,366 $1,690,253 $-104,296
2021 $712,221 $429,572 $1,796,273 $282,649
2020 $748,521 $870,723 $1,513,967 $-122,202
2019 $1,013,594 $1,018,858 $1,634,318 $-5,264
2018 $494,380 $405,291 $1,639,045 $89,089
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