EHC Annual Report 2012 - Edenton Historical Commission

Edenton Historical Commission
Annual Report for 2012
Approved by the Commission’s Executive Committee 06/18/13
The Barker House
Home of the EDENTON HISTORICAL COMMISSION
COMMISSIONERS:
Mr. Jerome F. Climer, Chairman
Mrs. Elizabeth Pope, Vice Chair
Mr. Frank Palm, Treasurer
Dr. Benjamin Speller, Jr., Secretary
Hon. Christopher Bean
Mr. Norman Brinkley, Jr.
Mr. Miles B. Coxe
Mrs. Susan Creighton
Mr. William T. Culpepper, III
Mr. Samuel B. Dixon
Mr. John T. Dowd
Mrs. SallyFrancis Kehayes
Mr. A. L. Honeycutt, Jr.
Mrs. Frances Inglis
Mr. Don Jordan
Mr. Vann Lassiter
Mrs. Donna McLees
Hon. Thomas Newbern
Mrs. Ann Perry
Ms. Gail Perry
Mr. Bob Quinn
Mr. Cy Rich
Mr. Al Robb
Mr. James Robison
Mr. Gary Stanley
Mr. Earl Willis
Mrs. Nancy Winslow
Mrs. Annette Wood
Mr. T. Benbury H. Wood, Jr.
Mrs. Susan Wood
Ex Officio
Hon. Susan Kluttz
Hon. D. Keith Nixon
Hon. Roland H. Vaughan
June 18, 2013
Honorable Susan Kluttz, Secretary
Department of Cultural Resources
4601 Mail Service Center
Raleigh, NC27699-4601
Dear Madam Secretary:
On behalf of the Edenton Historical Commission, please accept
our 2012 Annual Report, pursuant to NCGS l43B-97.
2012 realized numerous significant achievements for the
Commission. Our major fundraiser, the Christmas Candlelight
Tour, was better than ever. As a kick-off to Edenton’s 300th
Anniversary Celebration (Nov. 6, 2012 through 2013), the
Wood family opened Hayes Plantation for the Christmas Tour
for the first time since 2000. This highlighted and nationally
significant historic home, along with the generosity of the 13
other homeowners who opened for the tour, attracted 2,060
attendees, the highest number in this event’s 31-year history.
The Commission, which does not routinely receive state or
federal government funding, continued to expand its fundraising
and programs. The number of visitors to the Barker House also
grew. Those visitors are greeted by over 70 volunteers who tell
the story of Edenton and especially of the leader of the
revolutionary era Edenton Tea Party, Penelope Barker.
The Barker House book & gift shop had a record year. Through
the efforts of our Executive Director, who has worked hard to
create a shop attractive to visitors and residents, the selection is
enticing and the prices are reasonable. Visitors are hard-pressed
not to leave with a memento of Edenton and the history and
stories of northeastern North Carolina.
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Edenton Historical Commission Annual Report 2012
Unfortunately, due to the heavy burden of restoring the Barker House, which was severely
damaged by Hurricane Isabel and is still in the process of being fully restored, numerous
educational and preservation projects throughout the area were not launched.
The Commission greatly appreciates your view about the value of history-oriented
organizations and their obligation to spur economic development and evaluate their return
on investment, public and/or private. Your staff’s help enabled us to get answers quickly
and authoritatively and is greatly appreciated.
The Commission’s achievements in 2013 will be reported next year and we look forward to
your engagement as we continue to celebrate this commitment to historic preservation,
education and public benefit within the context of Edenton’s 300th Anniversary of its
founding and the appointment by the Crown of the first governor of North Carolina,
Charles Eden.
Please feel free to call on us for elaboration of any part of this report.
Sincerely,
Jerome F. Climer,
Chairman
Encl:
2012 Federal Tax Return
2012 Year-end financial statements
Roster of Commissioners 2012
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Edenton Historical Commission Annual Report 2012
Edenton Historical Commission
Annual Report – 2012
The Edenton Historical Commission was established in 1961 by the North Carolina
General Assembly in Chapter 1009 of the Session Laws of that year: “to effect and encourage
preservation, restoration and appropriate presentation of the Town of Edenton and
Chowan County, as a historic, educational, and aesthetic place to its citizens and visitors”.
To meet that Mission, the Commission engages in a number of critical projects designed to
educate residents and visitors about historic leaders of our area, to preserve and enhance the
architectural assets of Edenton and Chowan County and to encourage more tourism to support
the work of the Commission and the economic stability of the community.
The Commission’s most visible and consuming effort is the preservation and presentation
of the Barker House, home of Penelope Barker. As the only historic property in Chowan
County open to the public seven days a week without a fee, the Barker House serves as
Edenton’s “living room”. The House, having survived relocation, hurricanes, insects, humidity
and time since its construction needs restoration. In 2012, Barker House restoration projects
included:
The replacement of gutters to the street-side roof, a long overdue project that was
caused by Hurricane Isabel. Completed with a grant from the NC Community
Foundation – Ann L. Sams Fund.
Restoration of the south exterior wall by stripping existing siding down to the bare
wood, treating with linseed oil, replacing rotted siding and painting with linseed
paint, a process recommended by Reid Thomas (Restoration Specialist, NC
Department of Cultural Resources). This project was made possible through major
contributions from the community and consumed more than 32% of our total funding.
We also received a small matching grant-in-aid from the U.S. Department of the
Interior, National Park Service, under provisions of the National Historic Preservation
Act of 1966 in cooperation with the Town of Edenton, N.C. Dept. of Cultural
Resources, Division of Archives and History and the State Historic Preservation
Office.
Furnishing the 1886 Roanoke River Lighthouse is another important project. Based on
previous agreements that make the Edenton Historical Commission a partner in the presentation
of the Lighthouse with the Historic Edenton State Site and the Town of Edenton, the
Commission continued its effort to identify, raise funds and acquire appropriate furniture for the
lighthouse. Working with the state-approved list of desired items, the Commission has solicited
donation of items with good success, raised funds to purchase missing items and worked with
Curator Carol Chamberlain, before her retirement, in order to be ready when the Lighthouse
interior restoration is completed in 2013.
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Edenton Historical Commission Annual Report 2012
The Commission’s educational and fundraising efforts in 2012 included the following
events:
Taste of Edenton: Restaurants and caterers from throughout the region provide a tasting
from their menus for an evening of food, music and fun to benefit the Barker House. In
2012, nineteen food purveyors participated and Scotch Hall Preserve underwrote the
expense of the tent. Artwork (mainly related to historic properties) was sold in a silent
auction and 462 attendees enabled the Commission to realize net income of $7,650.
Preservation in Progress: An educational tour of recent restorations to Athol Plantation,
described as “one of the most formally complex and stylistically refined Greek revival
plantation houses in the Albemarle,” in the book Between the River and the Sound
published by the Edenton Woman’s Club. Built in 1836, Athol was taken over by the
U.S. government in 1942 as part of the U.S. Marine Corps Air Station in Edenton. It was
active off and on until 1962 and has passed through several hands to its current owners
who are restoring it to its original beauty.
Christmas Candlelight Tour: An educational and holiday-spirited tour of private historic
Edenton homes -- gracious homeowners open these private homes for a two-day tour
where docent volunteers share information about the all-natural decorations and the
restoration/preservation efforts that make the home beautiful. In 2012, kicking off
Edenton’s 300th Anniversary Celebration, 14 private homes including Hayes Plantation,
3 churches and 1 bed & breakfast were available to tour. 2,060 tickets were sold along
with underwriting by PNC Bank and Colony Tire raising a net of $48,923.
Speaker’s Forum: “Stealing a Little Freedom: Slave Runaways in North Carolina, 17751840” with presenter Dr. Freddie Parker, Professor of History, N.C. Central University.
This educational program was conducted at the 1767 Chowan County Courthouse.
The Commission worked in cooperation with Edenton’s Garden of Eden Club hosting a
presentation and selling books from author, John Grady Burns, on decorating for the
holidays. This event raised $2,210 from book sales for the Barker House.
The Barker House Book and Gift Shop showed a 53% increase in sales for 2012 with a
broadened selection to include more book titles, gifts, stationery, prints, children’s items,
and custom designed items for Edenton’s 300th Anniversary Celebration. Total sales
equaled $83,458.
The Commission expanded its social presence by re-designing its website:
www.ehcnc.org; enhancing its Facebook page: www.facebook.com/barkerhouse;
continuing publication of a monthly Friends newsletter which reaches over 1,000
households; and regular Constant Contact e-mail messages to 1,330 households.
The Commission Chairman, several Commissioners and Executive Director serve on
Edenton’s 300th Anniversary Planning Committee and helped guide the planning of a
year-long celebration of Edenton’s founding, which launched on November 6, 2012 and
runs throughout 2013.
The Commission’s gross revenue for 2012 was $241,683, of which around $15,000 was
from governmental sources.
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Edenton Historical Commission Annual Report 2012
Background Notes:
Barker House: The Edenton Historical Commission operates from the Barker House
with a staff of three: a full-time Executive Director, a part-time Barker House Associate and a
part-time Senior Docent. In 2012, 72 regular volunteers participated as docents and many
additional volunteers participated in planning and executing events. The Barker House
Restoration Committee, through an inspection of the house, found the following areas that need
attention:
Exterior (north, east & west sides) of the house needs to be stripped and repainted.
Water-side porch floors need to be replaced after the second floor structure is reinforced.
For safety reason, that porch has been closed to visitors.
HVAC enclosures need to be replaced.
Interior of the house needs plaster repair and fresh paint.
Reinforce and restore interior floors
Install exterior security cameras
Install exterior lighting for porches and walkways
Install solar protection on windows to reduce damage to furniture
Roanoke River Lighthouse: The Commission, after receiving a grant from the state,
bought the lighthouse in May 2007 for $225,000 and paid $75,000 to move it to its temporary
site in Colonial Park on the waterfront at Edenton. In June 2008, the Lighthouse was deeded to
the North Carolina Department of Cultural Resources with an agreement to collaborate with the
Commission and the Town of Edenton in restoring the lighthouse. The Commission assumed the
obligation to furnish the restored lighthouse in a state-approve manner. During the past two years
the Commission has made good progress acquiring the needed furniture and artifacts.
Earlier in 2009, the Commission created its own Lighthouse Committee that was
instructed to determine the furnishing needs of the Lighthouse, raise funds for their acquisition
and to acquire such furnishings in anticipation of the structure’s interior renovation. The
Committee also acts as liaison to the Oversight Committee and is interested in the long-term
development of a plan to maximize the community’s value of the lighthouse.
Throughout 2012, the Commission accepted donations of furnishings for the Lighthouse
and actively promotes the history through a website: www.edentonlighthouse.org as well as on
the Commission website: www.ehcnc.org/places-of-interest/roanoke-river-lighthouse/.
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Edenton Historical Commission Annual Report 2012
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Edenton Historical Commission Annual Report 2012
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Edenton Historical Commission Annual Report 2012
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Edenton Historical Commission Annual Report 2012
Edenton Historical Commission Balance Sheet – Year End 2012
ASSETS
Current Assets
Checking/Savings
Change Fund/Petty Cash
EHC CD #2461
EHC Money Market 575-2
EVM Money Market #040-9
General Fund PNC (RBC)
Total Checking/Savings
Accounts Receivable
Bookshop A/R
Accounts Receivable
Total Accounts Receivable
Total Accounts Receivable
Other Current Assets
Antique Auction Inventory
Bookshop Inventory
Bookshop Inventory
Total Bookshop Inventory
Undeposited Funds
Total Other Current Assets
Total Current Assets
Fixed Assets
Accumulated Depreciation
Barker House Restoration
Buildings
Cannons
Equipment
Bookshop Equipment
Office Equipment
Equipment
Total Equipment
Furnishings
Furnishings In-Kind
Furnishings
Total Furnishings
Total Fixed Assets
Martinique Preservation
Total Other Assets
TOTAL ASSETS
P a g e | 10
Dec 31, 12
Dec 31, 11
$ Change
520
81238
101742
0
265
183765
520
80352
63389
72539
2389
219188
0
886
38353
-72539
-2124
-35423
88
17
105
105
88
-437
-350
-350
0
455
455
455
5881
2832
3049
29361
29361
4950
40192
224062
27794
27794
4476
35101
253940
1567
1567
474
5091
-29877
-42358
0
552357
33733
-42358
0
552357
33733
0
0
0
0
360
1313
14468
16141
360
1313
14468
16141
0
0
0
0
-15598
120247
104649
664522
0
0
888584
-15598
120247
104649
664522
72309
72309
990771
0
0
0
0
-72309
-72309
-102187
Edenton Historical Commission Annual Report 2012
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Accounts Payable
Accounts Payable-Martinique
Accounts Payable
Total Accounts Payable
Total Accounts Payable
Credit Cards
EHC-PNC Credit Card (Anne)
EHC-PNC Credit Card (Gregg)
Total Credit Cards
Other Current Liabilities
Gift Certificates
Payroll Liabilities
Accrued Federal Tax
Withheld
Accrued FICA
Accrued State Withholdings
Payroll Liabilities - Other
Total Payroll Liabilities
Sales Tax Payable
Total Other Current Liabilities
Total Current Liabilities
Total Liabilities
Equity
Fund Balance
Prior Period Adjustment
Restricted Funds
Barker House Restoration
Cannon Fund
EVM Fund
Martinique
Roanoke River Lighthouse
Restricted Funds - Other
Total Restricted Funds
Retained Earnings
Net Income
Total Equity
TOTAL LIABILITIES & EQUITY
P a g e | 11
0
0
0
0
72309
-117
72193
72193
-72309
117
-72193
-72193
0
595
595
414
1783
2197
-414
-1188
-1602
80
0
0
0
0
0
0
0
0
80
675
675
0
0
0
0
0
-12
-12
74378
74378
0
0
0
0
0
12
12
-73703
-73703
810910
-2691
802904
-2691
8006
0
4025
0
0
3614
0
7639
9645
62406
887909
888584
490
13491
72539
15409
4606
0
106535
634
9011
916393
990771
-490
-9466
-72539
-15409
-992
0
-98896
9011
53395
-28484
-102187
Edenton Historical Commission Annual Report 2012
Edenton Historical Commission P&L – Year End 2012
Jan - Dec
12
Ordinary Income/Expense
Income
Direct Public Grants
Foundation and Trust Grants
Total Direct Public Grants
Direct Public Support
Corporate Match Contributions
Fund Raisers
Antique Auction
Gifts in Kind-Antique Auction
Antique Auction
Total Antique Auction
Bookshop Sales
Bookshop Over/Short
Bookstore Sales-Accts Rec
Bookshop Sales
Total Bookshop Sales
Bricks
Cash Donations at Barker House
Event Rentals
Friends of the Commission
Barker House Restoration
Corporate Friends
Friends Campaign
Volunteer Solicitation
Total Friends of the Commission
Friends of the Lighthouse
Friends of the Lighthouse In Kind
Friends of the Lighthouse
Total Friends of the Lighthouse
Legacies and Bequests
Speakers Forum
Taste of Edenton
Teas & Luncheons
Tours
Christmas Candlelight Tours
Gifts In Kind-Candlelight Tour
Christmas Candlelight Tours
Total Christmas Candlelight Tours
P a g e | 12
2,700.00
2,700.00
1,600.00
-500.00
500.00
0.00
-498.87
-993.79
85,836.44
84,343.78
5,327.00
1,007.28
11,319.56
20,685.00
26,725.00
28,645.00
590.00
76,645.00
-6,873.00
7,379.00
506.00
375.00
1,355.00
14,576.54
1,200.00
-7,013.00
67,003.00
59,990.00
Edenton Historical Commission Annual Report 2012
Preservation in Progress
Visitors Center Tours
Total Tours
Total Fund Raisers
Nonprofit Org. Contribution
Total Direct Public Support
Government Appropriations
Edenton Town Council
Total Government Appropriations
Government Grants
State Grants
Total Government Grants
Investments
Interest-Savings, Short-term CD
Interest Earned-Checking & MM
Total Investments
Other Types of Income
Insurance Claim Settlement
Total Other Types of Income
Total Income
Cost of Goods Sold
COGS-Taste of Edenton
Cost of Bricks Sold
Cost of Goods Sold
Total COGS
Gross Profit
Expense
Bank & Credit Card Fees
Bookshop Freight
Charitable Contributions
Contribution to EVM Fund
Depreciation Expense
Dues & Subscriptions
Food & Entertainment
Gifts In Kind-Food & Entertainment
Food & Entertainment
Total Food & Entertainment
Gifts of Appreciation
Insurance
Bonds
Directors & Officer
Flood Insurance
Inland Marine
P a g e | 13
5,985.00
6,015.62
71,990.62
268,645.78
165.00
270,410.78
10,000.00
10,000.00
5,500.00
5,500.00
885.90
365.45
1,251.35
1,057.56
1,057.56
290,919.69
2,297.50
1,364.00
45,575.41
49,236.91
241,682.78
2,522.66
2,228.43
329.00
90,049.39
6,096.00
591.81
-788.22
12,638.85
11,850.63
230.53
227.00
915.00
926.00
1,734.00
Edenton Historical Commission Annual Report 2012
Package
Wind Insurance
Worker's Compensation
Total Insurance
Licenses & Permits
Maintenance & Repairs
Maintenance-Barker House
Maintenance-Barker House - In Kind
Maintenance-Barker House
Total Maintenance-Barker House
Office Equipment Repairs
Pest Control
Repair Projects-Exterior
Gutters
Painting Exterior
Siding Repair
Total Repair Projects-Exterior
Repair Projects-Interior
Plaster Repair & Painting
Window Restoration
Total Repair Projects-Interior
Total Maintenance & Repairs
Marketing
Advertising
Gift Certificates-Donated
Printing & Reproduction
Website Development
Total Marketing
Payroll-Bookshop
Payroll - Staff
Payroll Taxes-Bookshop
Postage & Delivery
Professional Fees
Accounting
Casual Labor
Drycleaning
Event Security
Honorariums
Total Professional Fees
Rentals
P a g e | 14
4,119.00
1,156.00
831.00
9,908.00
125.00
-433.25
5,460.00
5,026.75
69.00
550.00
3,226.73
1,812.10
11,394.00
16,432.83
2,063.41
1,050.00
3,113.41
25,191.99
5,205.58
100.00
9,635.54
556.00
15,497.12
34,197.73
37,351.88
2,616.12
6,035.13
2,000.00
1,065.00
184.00
150.00
150.00
3,549.00
3,871.41
Edenton Historical Commission Annual Report 2012
Supplies
Barker House Supplies
Barker House Supplies-In Kind
Office Supplies
Total Supplies
Taxes
Payroll Taxes
Penalties
Payroll Taxes
Total Payroll Taxes
Sales Tax
Chowan Sales Tax
Dare County Sales Tax
Harnett County Sales Tax
Martin Sales Tax
Pasq. Sales Tax
Perq. Sales Tax
Sales Tax-Refund
Sales Tax - Other
Total Sales Tax
Total Taxes
To Balance
Travel
Lodging
Meals & Entertainment
Transportation
Total Travel
Utilities
Gas/Electric/Water/Sewer/Recy
Security
Telephone/Internet
Total Utilities
Total Expense
Net Income
P a g e | 15
4,183.71
-14.95
3,778.51
7,947.27
975.27
2,857.43
3,832.70
771.89
2.40
3.51
1.94
752.45
34.48
-1,228.51
0.95
339.11
4,171.81
-0.18
69.81
251.36
295.46
616.63
6,329.19
620.00
2,157.70
9,106.89
274,084.25
-32,401.47
Edenton Historical Commission Annual Report 2012
Edenton Historical Commission
MEMBERSHIP during 2012
MEMBER
Appointed By:
Hon. C. Christopher Bean
Mr. Norman Brinkley, Jr.
Mrs. Susan Creighton
Mr. Jerome F. Climer (Chairman)
Mr. Miles B. Coxe
Hon. William T. Culpepper III
Mr. Samuel B. Dixon
Mr. John T. Dowd
Mr. A.L. Honeycutt, Jr.
Mrs. Frances Inglis
Mr. Vann M. Lassiter
Hon. Thomas R. J. Newbern
Mrs. Ann Perry
Ms. Gail Perry
Mrs. Elizabeth Pope (Vice-Chairman)
Mr. Al Robb
Dr. Benjamin F. Speller, Jr. (Secretary)
Mr. Gary Stanley
Mr. Earl Willis
Mrs. Nancy Winslow
Mrs. Annette Wood
Mrs. Susan Wood
Mrs. Katherine Kopp
Mrs. Donna McLees
Mr. Robert Quinn
Mr. James Robison
Mr. Don Jordan
Mr. Frank Palm
(Treasurer)
Mr. Simon Rich, Jr.
Mr. T. Benbury H. Wood, Jr.
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Governor
Speaker of the House
Speaker of the House
Speaker of the House
Speaker of the House
Senate Pro Tem
Senate Pro Tem
Senate Pro Tem
Senate Pro Tem
Ex Officio
Hon. Eddy Goodwin
Hon. Roland Vaughan
Hon. Linda Carlisle
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Chairman, Chowan County Commissioners
Mayor, Town of Edenton
Secretary, NC Department of Cultural Resources
Edenton Historical Commission Annual Report 2012