AFFTON HISTORICAL SOCIETY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AFFTON HISTORICAL SOCIETY (EIN 23-7326092)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-28
- IRS object ID
- 202143019349301654
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-28T10:24:16-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431835018 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS AND ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8755 BIG BEND BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237326092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFTON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFFT | BusinessNameControlTxt |
| Phone | 3149919176 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28855 | AddressLine1Txt |
| City | AFFTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY HERNDON-ULRICH | PersonNm |
| Person Title | VICE-PRESIDENT | PersonTitleTxt |
| Phone | 3149919176 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | HERNDON-ULRICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK C LEWIS | PreparerPersonNm |
| PTIN | P00114259 | PTIN |
| Phone | 3149621133 | PhoneNum |
| Preparation | 2021-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFTON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY HERNDON-ULRICH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28855 | AddressLine1Txt |
| City | AFFTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,773 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFFTONOAKLANDHOUSE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO BRING TOGETHER PERSONS INTERESTED IN HISTORY, ESPECIALLY THE HISTORY OF THE AFFTON AREA OF ST. LOUIS COUNTY, MISSOURI, AND TO PRESERVE AND RESTORE "OAKLAND" HOUSE, THE 19TH CENTURY SUMMER HOME OF LOUIS A. BENOIST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $24,337 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,852 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,751 | CYProgramServiceRevenueAmt |
| PY Investment Income | $65,057 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,677 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,636 | PYOtherRevenueAmt |
| CY Other Revenue | $10,624 | CYOtherRevenueAmt |
| PY Total Revenue | $121,016 | PYTotalRevenueAmt |
| CY Total Revenue | $71,904 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,003 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,821 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,089 | PYOtherExpensesAmt |
| CY Other Expenses | $65,728 | CYOtherExpensesAmt |
| PY Total Expenses | $80,092 | PYTotalExpensesAmt |
| CY Total Expenses | $80,549 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,924 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,645 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,714,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,804,381 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,307 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,712,435 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,801,224 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PRESERVE AND DISSEMINATE HISTORICAL INFORMSTION ABOUT AFFTON, MISSOURI THROUGH THE MAINTENANCE, PRESERVATION, RESTORATION, AND RENOVATION OF THE OAKLAND HOUSE MUSEUM | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $71,622 | ExpenseAmt |
| Revenue | $2,751 | RevenueAmt |
| Desc | MAINTENANCE, PRESERVATION, RESTORATION, AND RENOVATION OF THE OAKLAND HOUSE MUSEUM | Desc |
| Total Program Service Expenses | $71,622 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | 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 |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | false | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS AND ASSOCIATES PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3149621133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8755 BIG BEND BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| CHARLIE BROWN | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY HERNDON-ULRICH | |||||
| VICE-PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY JANE AUTRY | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRACY COLEMAN | |||||
| RECORDING SE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DARRYL EAVES | |||||
| CORRESPONDIN | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY HARMON | |||||
| PRES LADIES | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BECKY COX | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| BERT BARRY | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY BRINKER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MARY KIRSCHMAN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JOAN KOMLOS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| STEVE SLAYDEN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| PHILLIP TAFRA | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $12,489 | MembershipDuesAmt |
| All Other Contributions | $7,363 | AllOtherContributionsAmt |
| Total Contributions | $19,852 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OAKLAND HOUSE PRESERVATION | Desc |
| Total Revenue Column | $2,751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,751 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,751 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,309 | TotalRevenueColumnAmt |
| Exclusion | $23,309 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,368 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,368 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,368 | TotalRevenueColumnAmt |
| Exclusion | $15,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,493 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $4,869 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,624 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,904 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,751 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $38,677 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,768 | TotalAmt |
| Program Services | $13,768 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053 | TotalAmt |
| Program Services | $1,053 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,001 | TotalAmt |
| Management And General | $5,001 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93 | TotalAmt |
| Management And General | $93 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,627 | TotalAmt |
| Program Services | $2,230 | ProgramServicesAmt |
| Management And General | $1,397 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246 | TotalAmt |
| Program Services | $630 | ProgramServicesAmt |
| Management And General | $616 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,827 | TotalAmt |
| Program Services | $22,827 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,446 | TotalAmt |
| Program Services | $21,446 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,059 | TotalAmt |
| Program Services | $7,913 | ProgramServicesAmt |
| Management And General | $1,146 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INDEPENDENCE DAY BRUNCH E | $1,476 | $1,476 | |
| TELEPHONE EXPENSE | $410 | $410 | |
| DUES AND SUBSCRIPTIONS | $200 | $200 | |
| CHRISTMAS PARTY EXPENSE | $169 | $169 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174 | TotalAmt |
| Program Services | $110 | ProgramServicesAmt |
| Management And General | $64 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,549 | TotalAmt |
| Program Services | $71,622 | ProgramServicesAmt |
| Management And General | $8,927 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,846 | BOYAmt |
| EOY | $38,016 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283 | BOYAmt |
| EOY | $2,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $614,931 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $155,199 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,800 | BOYAmt |
| EOY | $459,732 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,223,813 | BOYAmt |
| EOY | $1,304,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,714,742 | BOYAmt |
| EOY | $1,804,381 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357 | BOYAmt |
| EOY | $457 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,950 | BOYAmt |
| EOY | $2,700 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,307 | BOYAmt |
| EOY | $3,157 | 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 | $1,712,435 | BOYAmt |
| EOY | $1,801,224 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712,435 | BOYAmt |
| EOY | $1,801,224 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,714,742 | BOYAmt |
| EOY | $1,804,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,645 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $97,434 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,852 | CurrentTaxYearAmt |
| Total | $256,818 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,244 | CurrentTaxYearAmt |
| Total | $251,028 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,096 | CurrentTaxYearAmt |
| Total | $507,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $507,846 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,309 | CurrentTaxYearAmt |
| Total | $110,434 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,309 | CurrentTaxYearAmt |
| Total | $110,434 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $233,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,405 | CurrentTaxYearAmt |
| Total | $618,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79460 | PublicSupportPY509Pct |
| Investment Income CY | 0.18000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.17000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 3.00 | TotalAcreageCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 52.00 | StaffHoursSpentEnforcementCnt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $459,732 | 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 |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,000 | OtherCostOrOtherBasisAmt |
| Book Value | $25,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $531,276 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,992 | DepreciationAmt |
| Book Value | $404,284 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,207 | DepreciationAmt |
| Book Value | $30,448 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $459,732 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DAMAGE DEPOSITS | Desc |
| Amt | $2,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,700 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $71,904 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $71,904 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $71,904 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $80,549 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $80,549 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $80,549 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | OFFICERS AND VOLUNTEERS OF THE AFFTON HISTORICAL SOCIETY MONITOR THE PROPERTY WEEKLY AND REPORT ANY VIOLATIONS OF CONSERVATION EASEMENTS TO THE PRESIDENT OF THE BOARD OF THE SOCIETY FOR HER OR HIM TO TAKE APPROPRIATE ACTION. |
| SCHEDULE D, PAGE 1, PART II, LINE 9 | THE CONSERVATION EASEMENT WAS GRANTED TO THE AFFTON HISTORICAL SOCIETY IN 1973 AND HAS NOT BEEN ASSIGNED AN ASSET VALUE IN THE ORGANIZATION'S BALANCE SHEET. |
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE AFFTON HISTORICAL SOCIETY MAINTAINS "OAKLAND" HOUSE, THE 19TH CENTURY SUMMER HOME OF LOUIS A. BENOIST, AND ITS PERIOD FURNISHINGS IN ORDER TO BRING TOGETHER PERSONS INTERESTED IN HISTORY, ESPECIALLY THE HISTORY OF THE AFFTON AREA OF ST. LOUIS COUNTY, MISSOURI. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WEDDINGS/RECEPT | Event1Nm |
| Gross Receipts Event1 | $15,488 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $15,488 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,552 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $108 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $15,488 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $15,488 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,552 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $108 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,660 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,828 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERSHIP IN THE AFFTON HISTORICAL SOCIETY IS OPEN TO ALL PERSONS PAYING AN ANNUAL MEMBERSHIP FEE OF AT LEAST 20 (35 FOR A COUPLE). |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE OFFICERS AND DIRECTORS OF THE AFFTON HISTORICAL SOCIETY ARE ELECTED BY THE MEMBERS AT THE ANNUAL GENERAL MEETING IN OCTOBER OF EACH YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 8A | MONTHLY MEETINGS OF THE OFFICERS AND DIRECTORS OF THE AFFTON HISTORICAL SOCIETY ARE CONTEMPORANEOUSLY DOCUMENTED BY THE SECRETARY, WHO DISTRIBUTES THE MINUTES TO EACH OFFICER AND BOARD MEMBER FOR HIS OR HER REVIEW AND APPROVAL AT THE NEXT MONTHLY MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE COMPLETED FORM 990 AND ALL ATTACHMENTS IS PRESENTED TO EACH MEMBER OF THE BOARD FOR HIS OR HER APPROVAL OR CORRECTION ONE WEEK BEFORE THE PRESIDENT OF THE BOARD AUTHORIZES THE TAX RETURN TO BE E-FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE AFFTON HISTORICAL SOCIETY REQUIRES EACH OFFICER AND DIRECTOR TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THESE QUESTIONNARIES ARE REVIEWED BY THE PRESIDENT AND VICE PRESIDENT OF THE SOCIETY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BYLAWS OF THE AFFTON HISTORICAL SOCIETY STIPULATE THAT NO OFFICER OR DIRECTOR MAY RECEIVE ANY COMPENSATION FROM THE ORGANIZATION FOR HIS OR HER SERVICES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BYLAWS OF THE AFFTON HISTORICAL SOCIETY STIPULATE THAT NO OFFICER OR DIRECTOR MAY RECEIVE ANY COMPENSATION FROM THE ORGANIZATION FOR HIS OR HER SERVICES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY STATEMENTS MAY BE VIEWED AT REGULAR ORGANIZATION MEETINGS, WHICH ARE OPEN TO ANY INTERESTED PARTY. |
Comments