HISTORIC ANNAPOLIS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC ANNAPOLIS INC (EIN 52-0645783)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-31
- IRS object ID
- 202300909349300015
- Schema version
- 2021v4.2
- 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 | 2023-03-31T15:50:37-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521197902 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLEN SONDBERG WIMBISH & STONE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 BESTGATE ROAD SUITE 310 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520645783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC ANNAPOLIS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 4102677619 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 PINKNEY STREET | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN BROWN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 4102677619 | PhoneNum |
| Signature | 2023-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK M HANTSKE CPA | PreparerPersonNm |
| PTIN | P00440640 | PTIN |
| Phone | 4102244920 | PhoneNum |
| Preparation | 2023-03-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN BROWN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 PINKNEY STREET | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,962,528 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANNAPOLIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF HISTORIC ANNAPOLIS, INC. IS TO CHAMPION HISTORIC PRESERVATION IN ANNAPOLIS AS A MEANS TO INTERPRET THE PAST, APPRECIATE THE PRESENT, AND SHAPE THE FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 325 | TotalVolunteersCnt |
| Total Gross UBI | $306 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,902,454 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,578,434 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $284,629 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $399,904 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,819 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,730 | CYInvestmentIncomeAmt |
| PY Other Revenue | $250,035 | PYOtherRevenueAmt |
| CY Other Revenue | $261,770 | CYOtherRevenueAmt |
| PY Total Revenue | $4,448,937 | PYTotalRevenueAmt |
| CY Total Revenue | $4,263,838 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,291,082 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,303,671 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $97,845 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $975,014 | PYOtherExpensesAmt |
| CY Other Expenses | $1,048,211 | CYOtherExpensesAmt |
| PY Total Expenses | $2,266,096 | PYTotalExpensesAmt |
| CY Total Expenses | $2,351,882 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,182,841 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,911,956 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,527,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,962,787 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,183,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $793,545 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,344,164 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,169,242 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF HISTORIC ANNAPOLIS, INC. IS TO CHAMPION HISTORIC PRESERVATION IN ANNAPOLIS AS A MEANS TO INTERPRET THE PAST, APPRECIATE THE PRESENT, AND SHAPE THE FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,822,815 | ExpenseAmt |
| Revenue | $661,368 | RevenueAmt |
| Desc | HISTORIC ANNAPOLIS, INC. PROGRAM ACTIVITIES ENCOMPASS FIVE AREAS OF FOCUS: RESEARCH, INTERPRETATION, COLLECTIONS, PRESERVATION/CONSERVATION AND BOTANICAL ACTIVITIES. CONSERVATION ACTIVITIES ARE PRIMARILY RELATED TO THE CARE AND MAINTENACE OF HISTORICAL STRUCTURES UNDER HA'S CARE WHICH IS CLOSELY RELATED TO EACH OF THE PREVIOUS AREAS. HA ALSO INCLUDES THE MUSEUM SHOP AND OUR VISITOR CENTER WITHIN THIS GROUP. | Desc |
| Total Program Service Expenses | $1,822,815 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC ANNAPOLIS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102677619 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 PINKNEY STREET | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES A REID | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BERT WINCHESTER | ||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES O'HARE | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE CAMPBELL-CHAMBLISS | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GEORGINA FRANYO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIE TAYLOR-THOMA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES CHEEVERS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE OSTBERG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANN ALSINA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARROLL H HYNSON JR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET DAVIS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD FREEDLANDER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID CARROLL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARLA CRISTE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN ORTEL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TODD PATTISON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SONJA SWYGERT | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT CLARK | ||||||
| EXECUTIVE CHAIRMAN | 40.00 | Yes (X) | $149,815 | $0 | $5,165 | |
| LUDMILA MIKHAILOVA | ||||||
| VICE-PRESIDENT OF FINANCE | 40.00 | Yes (X) | $71,000 | $0 | $2,352 | |
| KAREN THEIMER BROWN | ||||||
| PRESIDENT | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $220,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,517 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEWIS CONTRACTORS | |||||
| 55 GWYNNS MILLS CT | OWINGS MILLS | MD | 21117 | CAPITAL IMPROVEMENTS | $315,910 |
| COLOR-AD INC | |||||
| PO BOX 1788 | MANASSAS | VA | 20108 | EXHIBIT FABRICATION | $301,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $102,778 | MembershipDuesAmt |
| Government Grants | $2,522,201 | GovernmentGrantsAmt |
| All Other Contributions | $953,455 | AllOtherContributionsAmt |
| Noncash Contributions | $57,096 | NoncashContributionsAmt |
| Total Contributions | $3,578,434 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TOUR ADMISSIONS | 561520 | $315,007 | $315,007 |
| RENTAL INCOME | 531120 | $84,897 | $84,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $399,904 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,413 | TotalRevenueColumnAmt |
| Exclusion | $17,413 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $141,251 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,978 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,273 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,273 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,273 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $481,419 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $475,102 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,317 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,317 | TotalRevenueColumnAmt |
| Exclusion | $6,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $334,735 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $187,610 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $146,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $306 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $9,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,372 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,372 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,263,838 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $661,368 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $306 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,730 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,332 | TotalAmt |
| Program Services | $122,434 | ProgramServicesAmt |
| Management And General | $82,651 | ManagementAndGeneralAmt |
| Fundraising | $23,247 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,353 | TotalAmt |
| Program Services | $817,333 | ProgramServicesAmt |
| Management And General | $106,465 | ManagementAndGeneralAmt |
| Fundraising | $19,555 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,056 | TotalAmt |
| Program Services | $12,056 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,989 | TotalAmt |
| Program Services | $24,036 | ProgramServicesAmt |
| Management And General | $754 | ManagementAndGeneralAmt |
| Fundraising | $199 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,941 | TotalAmt |
| Program Services | $88,220 | ProgramServicesAmt |
| Management And General | $5,527 | ManagementAndGeneralAmt |
| Fundraising | $1,194 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,685 | TotalAmt |
| Program Services | $38,573 | ProgramServicesAmt |
| Management And General | $18,391 | ManagementAndGeneralAmt |
| Fundraising | $5,721 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,408 | TotalAmt |
| Management And General | $4,408 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,040 | TotalAmt |
| Management And General | $36,040 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,134 | TotalAmt |
| Program Services | $9,313 | ProgramServicesAmt |
| Management And General | $4,440 | ManagementAndGeneralAmt |
| Fundraising | $1,381 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,467 | TotalAmt |
| Program Services | $29,380 | ProgramServicesAmt |
| Management And General | $3,708 | ManagementAndGeneralAmt |
| Fundraising | $11,379 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,756 | TotalAmt |
| Program Services | $100,227 | ProgramServicesAmt |
| Management And General | $38,743 | ManagementAndGeneralAmt |
| Fundraising | $12,786 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,967 | TotalAmt |
| Program Services | $7,364 | ProgramServicesAmt |
| Management And General | $3,511 | ManagementAndGeneralAmt |
| Fundraising | $1,092 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,342 | TotalAmt |
| Program Services | $52,026 | ProgramServicesAmt |
| Management And General | $15,056 | ManagementAndGeneralAmt |
| Fundraising | $1,260 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,543 | TotalAmt |
| Program Services | $1,491 | ProgramServicesAmt |
| Management And General | $388 | ManagementAndGeneralAmt |
| Fundraising | $664 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,035 | TotalAmt |
| Program Services | $2,367 | ProgramServicesAmt |
| Management And General | $18,745 | ManagementAndGeneralAmt |
| Fundraising | $5,923 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,144 | TotalAmt |
| Program Services | $143,632 | ProgramServicesAmt |
| Management And General | $40,512 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,437 | TotalAmt |
| Program Services | $47,538 | ProgramServicesAmt |
| Management And General | $10,899 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CATERING AND FOOD | $97,084 | $82,769 | $11,109 | $3,206 |
| REPAIRS & MAINTENANCE | $94,527 | $88,094 | $6,433 | |
| BUILDING & EQUIPMENT | $93,100 | $72,131 | $13,240 | $7,729 |
| OTHER EXPENSES | $63,464 | $59,043 | $2,497 | $1,924 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,078 | TotalAmt |
| Program Services | $24,788 | ProgramServicesAmt |
| Management And General | $7,705 | ManagementAndGeneralAmt |
| Fundraising | $585 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,351,882 | TotalAmt |
| Program Services | $1,822,815 | ProgramServicesAmt |
| Management And General | $431,222 | ManagementAndGeneralAmt |
| Fundraising | $97,845 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,224 | BOYAmt |
| EOY | $585,421 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,204 | BOYAmt |
| EOY | $241,863 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,199 | BOYAmt |
| EOY | $295,558 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,941 | BOYAmt |
| EOY | $308,713 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,492 | BOYAmt |
| EOY | $7,312 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,636 | BOYAmt |
| EOY | $12,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,235,508 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,323,626 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,896,521 | BOYAmt |
| EOY | $11,911,882 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,767 | BOYAmt |
| EOY | $432,121 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,163,711 | BOYAmt |
| EOY | $1,167,211 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,527,695 | BOYAmt |
| EOY | $14,962,787 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,247 | BOYAmt |
| EOY | $191,018 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,415 | BOYAmt |
| EOY | $83,205 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,549 | BOYAmt |
| EOY | $519,322 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,320 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,183,531 | BOYAmt |
| EOY | $793,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,907,546 | BOYAmt |
| EOY | $12,909,075 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,618 | BOYAmt |
| EOY | $1,260,167 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,344,164 | BOYAmt |
| EOY | $14,169,242 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,527,695 | BOYAmt |
| EOY | $14,962,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,911,956 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$86,878 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $3,167,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,326,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,606,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,902,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,273,414 | CurrentTaxYearAmt |
| Total | $17,276,337 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,167,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,326,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,606,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,902,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,273,414 | CurrentTaxYearAmt |
| Total | $17,276,337 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $17,276,337 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,413 | CurrentTaxYearAmt |
| Total | $78,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,354,685 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,851,123 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 51 | TotalEasementsCnt |
| Historic Structure Easements | 51 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 100.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $3,606 | ExpensesIncurredEnforcementAmt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,167,211 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $502,767 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$70,646 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $432,121 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,478 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $89,289 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $502,767 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $385,668 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $27,810 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $413,478 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,590 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,078 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $385,668 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $290,077 | BeginningYearBalanceAmt |
| Contributions | $147,258 | ContributionsAmt |
| Investment Earnings Or Losses | $16,471 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $149,216 | OtherExpendituresAmt |
| End Year Balance | $304,590 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $239,111 | OtherCostOrOtherBasisAmt |
| Book Value | $239,111 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,376,873 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,037,396 | DepreciationAmt |
| Book Value | $3,339,477 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,338,012 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,283,153 | DepreciationAmt |
| Book Value | $54,859 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,281,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,077 | DepreciationAmt |
| Book Value | $8,278,435 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,911,882 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTIONS | Desc |
| Book Value | $1,167,211 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,167,211 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,400,549 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$86,877 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $223,588 | OtherRevenueAmt |
| Revenue Not Reported | $136,711 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,263,838 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,263,838 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,575,471 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $223,589 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $223,589 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,351,882 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,351,882 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE GUIDANCE OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NON-PROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATIONS FINANCIAL STATEMENTS. HISTORIC ANNAPOLIS, INC. ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C)(3) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. HISTORIC ANNAPOLIS, INC. AND PORT OF ANNAPOLIS, INC. ARE NOT AWARE OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RETAIL PURCHASES RENTAL EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RETAIL PURCHASES RENTAL EXPENSES |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT CLARK | PersonNm |
| Title | EXECUTIVE CHAIRMAN | TitleTxt |
| Base Compensation Filing Org | $149,815 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,750 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,415 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $154,980 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CATERING | 1 | $31,178 | FAIR MARKET VALUE |
| Yes (X) | ADVERTISING | 1 | $23,353 | FAIR MARKET VALUE |
| Yes (X) | CONSULTANT | 1 | $2,566 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE OVERALL FORM 990 IS REVIEWED IN ADVANCE OF PERPARATION/COMPLETION FOR NEW OR CHANGED REQUIREMENTS BY HA'S SENIOR FINANCIAL OFFICER. QUESTIONS, IF ANY ARE DISCUSSED WITH THE AUDITOR (PREPARER OF THE FORM 990). SOURCE DOCUMENTATION SPECIFIC TO FORM 990, NOT PREVIOUSLY PROVIDED TO THE AUDITOR, IS COLLECTED, REVIEWED FOR COMPLETENESS AND ACCURACY, AND THEN IS FORWARDED TO THE AUDITOR (PREPARER). THE AUDITOR (PREPARER) AND THE SENIOR FINANCIAL OFFICER WILL DISCUSS, CLARIFY OR RESOLVE ANY ISSUES IDENTIFIED DURING THE PREPARATION OF THE FORM 990. THE COMPLETED FORM IS REVIEWED BY THE SENIOR FINANCIAL OFFICER AND THE AUDITOR (PREPARER). THE SENIOR FINANCIAL OFFICER WILL THEN REVIEW THE COMPLETED FORM WITH THE TREASURER OF THE BOARD OF TRUSTEES. ANY QUESTIONS REMAINING WILL BE REVIEWED WITH THE AUDITOR (PREPARER) FOR RESOLUTION. THE TREASURER OF THE BOARD OF TRUSTEES, THE PRESIDENT/CEO AND/OR THE SENIOR FINANCIAL OFFICER WILL THEN SIGN AND MAIL THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | HA HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL BOARD AND STAFF MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND PRESENT A SIGNED ACKNOWLEDGEMENT THAT THEY (A) HAVE NO ACTIVITIES WITH THE ORGANIZATION THAT ARE PROHIBITED, OR (B) THAT ANY ACTIVITY WHERE THERE MAY BE A POTENTIAL OR PERCEPTION OF A CONFLICT OF INTEREST HAS BEEN INDENTIFIED TO THE BOARD OF TRUSTEES FOR REVIEW AND DETERMINATION BY THE BOARD AS TO ANY POSSIBLE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF SENIOR MANAGEMENT IS BASED ON A REVIEW OF COMPENSATION PAID BY OTHER ORGANIZATIONS OF COMPARABLE SIZE AND LOCATION. FOR THE POSITION OF THE PRESIDENT, COMPENSATION IS DETERMINED IN A SIMILAR MANNER AS OTHER POSITIONS BUT ALSO INCLUDED THE CONSIDERATION OF RECOMMENDATIONS BY CONSULTANTS ENGAGED IN THE RECRUITMENT OF THE PRESIDENT. CONSIDERATION IS ALSO GIVEN TO THE ACHIEVEMENT OF ANNUAL OPERATING OBJECTIVES. |
| FORM 990, PART VI, SECTION C, LINE 18 | HA WILL MAKE ITS FORM 1023 AND FORM 990 AVAILABLE TO PUBLIC INSPECTION UPON WRITTEN REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | HA WILL MAKE AVAILABLE ON REQUEST, GOVERNING DOCUMENTS, OPERATING POLICIES AND FINANCIAL STATEMENTS AS REQUIRED BY THE GOVERNING LAWS OF THE STATE AND FEDERAL GOVERNMENTS. NORMALLY, HALF WILL INITIALLY REFER THE REQUESTING INDIVIDUAL OR ORGANIZATION TO PUBLIC SOURCES (E.G. GUIDESTAR), HOWEVER FOR INFORMATION NOT AVAILABLE THROUGH PUBLIC SOURCES, HA WILL ARRANGE AN ACCEPTABLE TIME TO MEET WITH THE REQUESTING INDIVIDUAL AT OUR BUISNESS OFFICE TO PROVIDE ACCESS TO THE REQUESTED RECORDS. PROPRIETARY OR INFORMATION OF A CONFIDENTIAL NATURE IS NORMALLY NOT RELEASED EXCEPT BY LEGAL PROCESS. |
| PART XII, LINE 2C | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR EACH YEAR. THE BOARD OF DIRECTORS IS ALSO RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORT OF ANNAPOLIS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 PINKNEY STREET | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520788655 | EIN |
| Primary Activities | LEASING OF REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC ANNAPOLIS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $10,000 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $7,900 | ShareOfEOYAssetsAmt |
| Ownership | 0.94860 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORT OF ANNAPOLIS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $10,000 | InvolvedAmt |
| Method Of Amount Determination | LEASE DOCUMENT | MethodOfAmountDeterminationTxt |
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