HISTORIC MEDLEY DISTRICT INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC MEDLEY DISTRICT INC (EIN 23-7447951)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349207652
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T18:15:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237447951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC MEDLEY DISTRICT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Jean S Findlay | InCareOfNm |
| Business Name Control | HIST | BusinessNameControlTxt |
| Foreign Phone | 3014070777 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 232 | AddressLine1Txt |
| City | POOLESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208370232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jean S Findlay Findlay | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.historicmedley.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $93,563 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $46,432 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $44,966 | ProgramServiceRevenueAmt |
| Membership Dues | $2,165 | MembershipDuesAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $93,563 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $15,043 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $52,332 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $32,826 | OtherExpensesTotalAmt |
| Total Expenses | $100,201 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$6,638 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $179,787 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $173,149 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,237 | BOYAmt |
| EOY | $31,964 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,971 | BOYAmt |
| EOY | $129,696 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,579 | BOYAmt |
| EOY | $11,489 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,787 | BOYAmt |
| EOY | $173,149 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,787 | BOYAmt |
| EOY | $173,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Conservation of buildings structures objects and spaces that contribute to the historic character of Montgomery County Maryland; development and implementation of plans for preserving and using Montgomery County resources; promotion of research and education in area history. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Educated the public with living history programs such as a day in a one-room schoolhouse in the 1880s brochures property tours ghost tours and programs on local historical subjects. Over one thousand people have benefitted from these programs. | $0 | $13,843 |
| Ran a 1793 General Store Museum and a 1907 Bank Museum. Hundreds of people visited the John Poole House and Bank Museum last year and learned about the uses of these buildings. | $0 | $0 |
| Rehabilitated and maintained historic buildings. Kept the John Poole House and the Old Town Hall Bank Museum in fine shape and ready for visitors. | $42,278 | $43,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $57,114 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Knight Kiplinger | ||||
| Chair | 3 | $0 | $0 | $0 |
| Maureen O'Connell | ||||
| President | 8 | $0 | $0 | $0 |
| Jean Findlay | ||||
| Treasurer | 8 | $0 | $0 | $0 |
| Amy Baker | ||||
| Director | 1 | $0 | $0 | $0 |
| Thomas Kettler | ||||
| Director | 3 | $0 | $0 | $0 |
| Andrea Murphy | ||||
| Director | 1 | $0 | $0 | $0 |
| John Pentecost | ||||
| Director | 2 | $0 | $0 | $0 |
| Kenny Sholes | ||||
| Director | 2 | $0 | $0 | $0 |
| Jeff Welsh | ||||
| Director | 3 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jean Findlay | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 125 | AddressLine1Txt |
| City | Dickerson | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208420125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019728965 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,597 | CurrentTaxYearAmt |
| Total | $160,171 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,597 | CurrentTaxYearAmt |
| Total | $160,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $160,171 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $160,171 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1 | PublicSupportCY170Pct |
| Public Support PY170 | 1 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 16 | | Other Expenses:, Amount:| Merchandise, $4971| Portable toilets, $3369| Security, $1662| Telephone internet, $1994| Taxes, $954| Website computer, $843| Dues subscriptions, $766| Bank charges, $31| Depreciation, $3275| Events, $387| Office expenses, $301| Insurance, $13101| Equipment supplies, $1056| Online fees, $116| |
| Part II, line 24 | | Explanation:, BOYAmount:, EOYAmount:| Original appraised artwork, $10000, $10000| Merchandise, $1579, $1489| |
| Part II, line 26 | | Explanation:, BOYAmount:, EOYAmount:| Total Liabilities, $0, $0| |
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