HERITAGE OF THE AMERICANS MUSEUM INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE OF THE AMERICANS MUSEUM INC (EIN 33-0206661)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-16
- IRS object ID
- 202431379349100128
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-16T08:45:33-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330479221 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BULLEN RUCH & NELLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 F ST STE 175 | AddressLine1Txt |
| City | CHULA VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330206661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE OF THE AMERICAS MUSEUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 6196705194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12110 CUYAMACA COLLEGE DRIVE WEST | AddressLine1Txt |
| City | EL CAJON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRITTANY GARDNER | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2024-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRITTANY | PersonFirstNm |
| Person Last | GARDNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL MACK EA | PreparerPersonNm |
| PTIN | P00020838 | PTIN |
| Phone | 6194226181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Org Meeting85 Pct Test | Yes (X) | ForeignOrgMeeting85PctTestInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,314,442 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $96,570 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,942 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $44,942 | InterestOnSavingsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $28,565 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $49,226 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$20,661 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$20,661 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,190 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $125,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,942 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,281 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $55,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $55,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,424 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,199 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,845 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,845 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,683 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,683 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $119 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $40,036 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,918 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,918 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,281 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,880 | CashBOYAmt |
| Cash EOY | $118,679 | CashEOYAmt |
| Cash EOYFMV | $118,679 | CashEOYFMVAmt |
| Inventories BOY | $10,193 | InventoriesBOYAmt |
| Inventories EOY | $10,193 | InventoriesEOYAmt |
| Inventories EOYFMV | $10,193 | InventoriesEOYFMVAmt |
| Other Investments BOY | $719,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $722,650 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $224,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $208,884 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,790 | LandBOYAmt |
| Land EOY | $15,671 | LandEOYAmt |
| Land EOYFMV | $15,671 | LandEOYFMVAmt |
| Other Assets BOY | $5,169,899 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,169,899 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,169,899 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,026,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,037,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,314,442 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,611 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $868 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,611 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $868 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,024,059 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,036,224 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,024,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,036,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,026,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,037,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,024,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,787 | OtherIncreasesAmt |
| Subtotal | $6,036,581 | SubtotalAmt |
| Other Decreases | $357 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,036,224 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $412 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $412 | SubtotalAmt |
| Tax Based On Investment Income | $412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $394 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $394 | TotalPaymentsAndCreditsAmt |
| Tax Due | $18 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICE OHALLORAN BOOKKEEPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6193701340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12110 CUYAMACA COLLEGE DR WEST | AddressLine1Txt |
| City | EL CAJON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RON RAYMOND | ||||||
| 12110 CUYAMACA COLLEGE DRIVE W | EL CAJON | CA | 92019 | Director | 1.00 | $0 |
| JESSICA THOMPSON | ||||||
| 12110 CUYAMACA COLLEGE DR WEST | EL CAJON | CA | 92019 | Director | 1.00 | $0 |
| MARK LUECK | ||||||
| 12110 CUYAMACA COLLEGE DR WES | EL CAJON | CA | 92019 | Treasurer | 1.00 | $0 |
| GENE YALE | ||||||
| 12110 CUYAMACA COLLEGE DR WEST | EL CAJON | CA | 92019 | Secretary | 2.00 | $0 |
| LINDY BRAZIL | ||||||
| 12110 CUYAMACA COLLEGE DR WEST | EL CAJON | CA | 92019 | Director | 1.00 | $0 |
| BRITTANY GARDNER | ||||||
| 12110 CUYAMACA COLLEGE DR WE | EL CAJON | CA | 92019 | Executive Dir. | 1.00 | $0 |
| TERESA DODD-BUTERA | ||||||
| 12110 CUYAMACA COLLEGE DR WEST | EL CAJON | CA | 92019 | Director | 1.00 | $0 |
| FRED THOMPSON | ||||||
| 12110 CUYAMACA COLLEGE DR WEST | EL CAJON | CA | 92019 | Director | 1.00 | $0 |
| DAVE ROBERTS | ||||||
| 12110 CUYAMACA COLLEGE DR WEST | EL CAJON | CA | 92019 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION OPERATES A MUSEUM DEDICATED TO PRESENTATION OF THE AMERICAN HERITAGE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PROVIDES USAGE OF MEETING ROOMS FOR COLLEGE AND PUBLIC PRESENTATIONS AND LECTURES. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,918 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,918 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2002-08-02 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $105,918 | CurrentYearAmt |
| Year1 | $103,808 | Year1Amt |
| Year2 | $86,526 | Year2Amt |
| Year3 | $79,119 | Year3Amt |
| Total | $375,371 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $105,918 | CurrentYearAmt |
| Year1 | $103,808 | Year1Amt |
| Year2 | $86,526 | Year2Amt |
| Year3 | $79,119 | Year3Amt |
| Total | $375,371 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,037,448 | CurrentYearAmt |
| Total | $6,037,448 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MEETING ROOM RENTAL | $3,140 |
| TRANSPORTATION | $1,050 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,942 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 519200 | BusinessCd |
| Unrelated Business Taxbl Incm | -$20,661 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$20,661 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $49,132 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,471 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | SUMMER PROGRAMS FOR YOUTH |
| 1b | LECTURES PUT ON BY COLLEGE OR MUSEUM |
| 10 | SALE OF NOVELTY ITEMS AS REMEMBERANCE OF VISIT |
| 1c | SERVICE OUTREACH |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING FEES | $12,398 | $6,199 | $0 | $6,199 |
| TAX RETURN PREPARATION | $2,225 | $2,225 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | RICHO COLOR PRINTER | PropertyDesc |
| Acquired | 2016-01-10 | AcquiredDt |
| Cost Or Other Basis | $2,660 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $889 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.0446 | Rt |
| Current Year Expense | $119 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $224,555 | $208,884 | $15,671 | |
| Machinery and Equipment | $15,671 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| DONATED COLLECTION | $5,169,899 | ||
| DONATED COLLECTIONS | $5,169,899 | $5,169,899 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 AND 2023 DEPR | Desc |
| Amt | $357 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVERTISING & PROMOTION | $1,839 | $1,839 |
| HEALTH INSURANCE | $4,006 | $4,006 |
| INSURANCE | $8,829 | $8,829 |
| LANDSCAPE MAINTENANCE | $6,756 | $6,756 |
| LICENSES | $204 | $204 |
| OFFICE & SUPPLIES | $3,591 | $3,591 |
| PAYROLL PROCESSING FEES | $989 | $989 |
| POSTAGE & DELIVERY | $729 | $729 |
| REPAIRS & MAINTENANCE | $3,559 | $3,559 |
| TELEPHONE | $4,214 | $4,214 |
| TRANSPORTATION | $800 | $800 |
| VOLUNTEER RECOGNITION | $4,520 | $4,520 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MEETING ROOM RENTAL | $3,140 |
| TRANSPORTATION | $1,050 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $2,072 | $489 |
| SALES TAXES PAYABLE | $537 | $378 |
| CREDIT CARD PBLE | ||
| Rounding | $2 | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT BROKER FEES | CategoryTxt |
| Amt | $6,845 | Amt |
| Net Investment Income | $6,845 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MUSEUM ITEM SALES | CategoryTxt |
| Gross Sales | $28,565 | GrossSalesAmt |
| Cost Of Goods Sold | $49,226 | CostOfGoodsSoldAmt |
| Net | -$20,661 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $4,683 | Amt |
| Disbursements Charitable Prps | $4,683 | DisbursementsCharitablePrpsAmt |
Comments