GEORGETOWN HERITAGE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGETOWN HERITAGE (EIN 30-0830983)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202242279349304249
- Schema version
- 2020v4.1
- 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 | 2022-08-15T17:53:29-04:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743116770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Abercrombie and Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8609 Second Avenue 507B | AddressLine1Txt |
| City | Silver Spring | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300830983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Georgetown Heritage | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Potomac Street | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Summey | PersonNm |
| Person Title | Chief Financial | PersonTitleTxt |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Michael | PersonFirstNm |
| Person Last | Summey | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tim Abercrombie | PreparerPersonNm |
| PTIN | P01254858 | PTIN |
| Phone | 3015855050 | PhoneNum |
| Preparation | 2022-08-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,872,508 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | georgetownheritage.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Promote and present the history of Georgetown - Washington, DC. Including working with the National Park Service to improve historical areas, create information centers, and to restore the C&O Canal and barge in Georgetown. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,512,936 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,815,778 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,202 | PYInvestmentIncomeAmt |
| CY Investment Income | $125 | CYInvestmentIncomeAmt |
| CY Other Revenue | $56,605 | CYOtherRevenueAmt |
| PY Total Revenue | $1,515,138 | PYTotalRevenueAmt |
| CY Total Revenue | $1,872,508 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $420,662 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $516,740 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $161,294 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $459,164 | PYOtherExpensesAmt |
| CY Other Expenses | $923,287 | CYOtherExpensesAmt |
| PY Total Expenses | $879,826 | PYTotalExpensesAmt |
| CY Total Expenses | $1,440,027 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $635,312 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $432,481 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,205,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,208,286 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $662,324 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $232,857 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,542,950 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,975,429 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Promote and present the history of Georgetown - Washington, DC. Including working with the National Park Service to improve historical areas, create information centers, and to restore the C&O Canal and barge in Georgetown. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $946,239 | ExpenseAmt |
| Desc | Promote and present the history of Georgetown - Washington, DC. Including working with the National Park Service to improve historical areas, create information centers, and to restore the C&O Canal and barge in Georgetown. | Desc |
| Total Program Service Expenses | $946,239 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Altemus Romm | PersonNm |
| Phone | 2022989222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Potomac Street | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Jeffrey Nichols | |||||||||
| CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | Yes (X) | $169,880 | $0 | $18,607 | |
| Pamla Moore | |||||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| William Moroney | |||||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Brooke Stroud | |||||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| C Boyden Gray | |||||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| William Freyvogel | |||||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Jennifer Altemus Romm | |||||||||
| Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Heather Johnson | |||||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Joe Sternlieb | |||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $169,880 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,607 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Tridentis | |||||
| 1199 N Fairfax Street Suite 410 | Alexandria | VA | 22314 | Canal Boat | $209,534 |
| James Corner Field Operations | |||||
| 4 Bryant Park Floor 11 | New York | NY | 10018 | Architectural | $122,585 |
| Davis Construction | |||||
| 12530 Parklawn Dr 100 | Rockville | MD | 20850 | Construction | $421,000 |
| Curtis Group | |||||
| 2512 Shepherds Lane | Virginia Beach | VA | 23454 | Contractor | $148,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $627,900 | GovernmentGrantsAmt |
| All Other Contributions | $1,187,878 | AllOtherContributionsAmt |
| Total Contributions | $1,815,778 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125 | TotalRevenueColumnAmt |
| Exclusion | $125 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $56,605 | TotalRevenueColumnAmt |
| Exclusion | $56,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56,605 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,872,508 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,756 | TotalAmt |
| Program Services | $93,590 | ProgramServicesAmt |
| Management And General | $121,166 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,996 | TotalAmt |
| Program Services | $106,333 | ProgramServicesAmt |
| Management And General | $137,663 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,111 | TotalAmt |
| Program Services | $7,457 | ProgramServicesAmt |
| Management And General | $9,654 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,293 | TotalAmt |
| Program Services | $3,178 | ProgramServicesAmt |
| Management And General | $4,115 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,584 | TotalAmt |
| Program Services | $14,636 | ProgramServicesAmt |
| Management And General | $18,948 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785 | TotalAmt |
| Management And General | $1,785 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,250 | TotalAmt |
| Management And General | $9,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,509 | TotalAmt |
| Fundraising | $151,509 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,614 | TotalAmt |
| Program Services | $489 | ProgramServicesAmt |
| Management And General | $1,125 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,103 | TotalAmt |
| Management And General | $23,318 | ManagementAndGeneralAmt |
| Fundraising | $9,785 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352 | TotalAmt |
| Management And General | $352 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212 | TotalAmt |
| Management And General | $212 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,507 | TotalAmt |
| Program Services | $34,202 | ProgramServicesAmt |
| Management And General | $1,305 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,580 | TotalAmt |
| Management And General | $3,580 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Project expenses | $533,580 | $533,580 | |
| Master plan | $122,585 | $122,585 | |
| Boat | $30,189 | $30,189 | |
| loss on investment | $21 | $21 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,440,027 | TotalAmt |
| Program Services | $946,239 | ProgramServicesAmt |
| Management And General | $332,494 | ManagementAndGeneralAmt |
| Fundraising | $161,294 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,070 | BOYAmt |
| EOY | $243,003 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,466 | BOYAmt |
| EOY | $453,198 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,775 | BOYAmt |
| EOY | $173,775 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,033 | BOYAmt |
| EOY | $2,354 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,374,616 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,660 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,161,930 | BOYAmt |
| EOY | $1,335,956 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,205,274 | BOYAmt |
| EOY | $2,208,286 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,221 | BOYAmt |
| EOY | $104,471 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $69,306 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,605 | BOYAmt |
| EOY | $59,080 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,498 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,324 | BOYAmt |
| EOY | $232,857 | 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 | $1,183,989 | BOYAmt |
| EOY | $1,795,429 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,961 | BOYAmt |
| EOY | $180,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,542,950 | BOYAmt |
| EOY | $1,975,429 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,205,274 | BOYAmt |
| EOY | $2,208,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $432,481 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$2 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $1,093,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,176,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $889,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,512,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,815,778 | CurrentTaxYearAmt |
| Total | $6,488,760 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,093,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,176,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $889,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,512,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,815,778 | CurrentTaxYearAmt |
| Total | $6,488,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $709,631 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,779,129 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125 | CurrentTaxYearAmt |
| Total | $54,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,543,465 | TotalSupportAmt |
| Public Support CY170 | 0.88320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88730 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,368,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,202 | DepreciationAmt |
| Book Value | $1,333,883 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,458 | DepreciationAmt |
| Book Value | $2,073 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,335,956 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Nichols | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $169,880 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $18,000 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $607 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $188,487 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Georgetown Business Improvement | |||
| Officer of Georgetown Heritage GBID | $200,000 | Cash Contribution | Yes (true) |
| Laura A Macaluso | |||
| Related to an officer | $3,200 | Consulting | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE CHAIR. A COPY IS THENPROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. BOARD MEMBERS ARE GIVENA PERIOD OF TIME TO REVIEW THE FORM 990 AND RESPOND WITH ANY QUESTIONS ASNEEDED. ONCE THE PERIOD OF REVIEW HAS ENDED, THE CHAIR SIGNS AND THERETURN IS E-FILED. |
| Conflict of interest policy compliance Part VI line 12c | OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT EACH YEARTHAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY. EACH OFFICER ANDDIRECTOR IS ASKED TO NOTIFY THE BOARD OF ANY CONFLICTS OF INTEREST.OFFICERS AND DIRECTORS ABSTAIN FROM ANY APPROVAL OF SALARIES OR OTHER FORMSOF COMPENSATION FOR THEMSELVES. |
| CEO executive director top management comp Part VI line 15a | COMPENSATION OF THE EXECUTIVE DIRECTOR IS EVALUATED ON AN ANNUAL BASIS BYTHE BOARD OF DIRECTORS EXECUTIVE COMMITTEE. COMPENSATION IS BASED UPONTHE LEVEL OF SKILL REQUIRED FOR THE POSITION, COMPARISON OF COMPENSATION TOSIMILAR POSITIONS IN THE NON-PROFIT INDUSTRY, AND AN EVALUATION OF THEINDIVIDUALS ACHIEVEMENTS DURING THE YEAR. DETERMINATION OF THECOMPENSATION IS DOCUMENTED BY THE EXECUTIVE COMMITTEE. OFFICERS ANDDIRECTORS OF THE ORGANIZATION ARE NOT COMPENSATED BY THE ORGANIZATION. |
| Governing documents etc available to public Part VI line 19 | THE ORGANIZATION MAKES THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC ASTHEY ARE REQUESTED:EXEMPT ORGANIZATION REGISTRATION STATEMENT FEDERAL FORM 990 CONFLICT OF INTEREST POLICY AUDITED FINANCIAL STATEMENTS |
| List of other fees for services expenses Part IX line 11g | Other consultants - Fundraising expenses 151,509 |
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