Nonprofit · EIN 51-0163785
HISTORIC JAMESTOWN SOCIETY INC
Tax-exempt · JAMESTOWN, NC 27282
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $44,189 | $133,355 | -$89,166 | $560,459 | $1,577 | $558,882 |
| September 30, 2024 | 990 | $84,180 | $97,137 | -$12,957 | $628,915 | $1,983 | $626,932 |
| September 30, 2023 | 990 | $37,463 | $78,465 | -$41,002 | $592,663 | $3,045 | $589,618 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $38,426
- of which government grants
- $25,500
- Membership dues
- $4,950
- Program service revenue
- $920
- Investment income
- $4,498
- Net income from sales of inventory
- $345
- Other revenue
- $345
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $39,616
- Salaries, compensation and benefits (total)
- $42,782
- Professional fundraising fees
- $44,936
- Legal fees
- $1,272
- Accounting fees
- $1,200
- Occupancy
- $28,546
- Travel
- $135
- Program services (functional)
- $88,419
- Fundraising (functional)
- $44,936
Balance sheet and other
- Total assets, start of year
- $628,915
- Total assets, end of year
- $560,459
- Total liabilities, end of year
- $1,577
- Net assets, end of year
- $558,882
- Land, buildings and equipment
- $265,000
- Publicly traded securities
- $249,579
- Net assets without donor restrictions
- $193,882
- Net assets with donor restrictions
- $365,000
- Gross receipts
- $44,189
- Employees
- 1
- Volunteers
- 20
- Year formed
- 1977
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tim Brooks | Secretary Officer | 1 | $0 |
| Emily Wagoner | Director Trustee or director | 0 | $0 |
| Kelly Irvin | Director Trustee or director | 1 | $0 |
| Karen Lisenby | Treasurer Officer | 1 | $0 |
| Nia Cole | Director Trustee or director | 1 | $0 |
| Jim Pendry | Director Trustee or director | 1 | $0 |
| Ruby Sapp Leach | Director Trustee or director | 1 | $0 |
| Will Ragsdale | Director Trustee or director | 1 | $0 |
| Bob Wilson | Director Trustee or director | 1 | $0 |
| Dan McDaniel | Director Trustee or director | 1 | $0 |
| Elizabeth Greeson | Director Trustee or director | 1 | $0 |
| Wes Cashwell | Vice President Officer | 5 | $0 |
| Jay McQuillen | President Officer | 5 | $0 |
| Louise Hobbs | Director Trustee or director | 1 | $0 |
| Keith Volz | Director Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Fuller | Director Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shawn Rogers | Executive Director Key employee | 40 | $42,504 |
| Shirley Haworth | Director Emeritus Officer | 10 | $0 |
| Emily Wagoner | Secretary Officer | 0 | $0 |
| Kelly Irvin | Director Officer | 5 | $0 |
| Karen Lisenby | Treasurer Officer | 5 | $0 |
| Julia Ebel | Past President Trustee or director | 10 | $0 |
| Jane Wade | Director Trustee or director | 0 | $0 |
| Ruby Sapp Leach | Director Trustee or director | 0 | $0 |
| Latanya Brown | Director Trustee or director | 0 | $0 |
| David Fuller | Director Trustee or director | 0 | $0 |
| Dan McDaniel | Director Trustee or director | 0 | $0 |
| Cory Rayborn | Director Trustee or director | 0 | $0 |
| Wes Cashwell | Vice President Trustee or director | 0 | $0 |
| Elizabeth Greeson | Director Trustee or director | 0 | $0 |
| Jay McQuillen | President Trustee or director | 0 | $0 |
| Bob Wilson | Director Trustee or director | 0 | $0 |
| Will Ragsdale | Director Trustee or director | 0 | $0 |
| Jim Pendry | Director Trustee or director | 0 | $0 |
| Tim Brooks | Director Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shawn Rogers | Executive Director Key employee | 40 | $42,504 |
| Shirley Haworth | Past President Officer | 10 | $0 |
| Jane Wade | Vice President Officer | 10 | $0 |
| Kelly Irvin | Secretary Officer | 5 | $0 |
| Karen Lisenby | Treasurer Officer | 5 | $0 |
| Julie Ebel | President Trustee or director | 10 | $0 |
| Carol Brooks | Director Trustee or director | 0 | $0 |
| Ruby Sapp Leach | Director Trustee or director | 0 | $0 |
| Charleen Fischer | Director Trustee or director | 0 | $0 |
| David Fuller | Director Trustee or director | 0 | $0 |
| Dan McDaniel | Director Trustee or director | 0 | $0 |
| Cory Rayborn | Director Trustee or director | 0 | $0 |
| Wes Cashwell | Director Trustee or director | 0 | $0 |
| Elizabeth Greeson | Director Trustee or director | 0 | $0 |
| Jay McQuillen | Director Trustee or director | 0 | $0 |
| Rachel Orio | Director Trustee or director | 0 | $0 |
| Will Ragsdale | Director Trustee or director | 0 | $0 |
| Emily Wagoner | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 512, JAMESTOWN, NC 27282-0512
- Principal officer (990 for 2024)
- Karen Lisenby, 603 W Main St, Jamestown, NC 27282
- Signed the 990
- Karen Lisenby, Treasurer
- Phone
- (336) 454-1973
- Website
- www.mendenhallplantation.org
- Return prepared by
- Lynn Montgomery CPA
Mission
Historic Preservation To preserve historic properties and educate the public on the historical significance of Jamestown, NC
Program accomplishments
- Preservation and maintenance of historic buildings at the Mendenhall PlantationExpenses $88,266 · grants $10,500
- Providing tours of historic propertiesrevenue $920
- Hosting Village Fair. A one day event which featured historic crafts, music, tradesmen and tours of historic buildings.Expenses $153 · revenue $952
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 51-0163785
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- September
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $560,459
- Income (IRS master file)
- $44,189
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $44,189 | $133,355 | $560,459 | XML |
| 990 | September 2024 | $84,180 | $97,137 | $628,915 | XML |
| 990 | September 2023 | $37,463 | $78,465 | $592,663 | XML |
| 990 | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | 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 51-0163785).
Questions about HISTORIC JAMESTOWN SOCIETY INC
- What is the EIN of HISTORIC JAMESTOWN SOCIETY INC?
- The employer identification number (EIN) of HISTORIC JAMESTOWN SOCIETY INC is 51-0163785.
- Is HISTORIC JAMESTOWN SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to HISTORIC JAMESTOWN SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC JAMESTOWN SOCIETY INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of HISTORIC JAMESTOWN SOCIETY INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC JAMESTOWN SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HISTORIC JAMESTOWN SOCIETY INC?
- The 990 for the year ended September 30, 2025 names Karen Lisenby.
- Who are the officers and directors of HISTORIC JAMESTOWN SOCIETY INC?
- The 990 for the year ended September 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does HISTORIC JAMESTOWN SOCIETY INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $44,189, expenses of $133,355 and total assets of $560,459 at year end.
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