HISTORIC MADISON INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC MADISON INC (EIN 35-1339655)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349308246
- Schema version
- 2016v3.0
- 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 | 2017-11-14T15:02:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351900977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERMAN BARBER & MULLIKIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W 3RD ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 472503339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351339655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC MADISON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 8122652967 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MUESSEL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8122652967 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY L WYNE CPA | PreparerPersonNm |
| PTIN | P01533518 | PTIN |
| Phone | 8122655312 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 9133A05BD12DE695BAF1ECC2D31FEE48F9B822CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC4DBA24EA2BE5743A49E2BF41F80369EDE5E034 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN STAICER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $226,635 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HISTORICMADISONINC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE HISTORIC BUILDINGS AND EDUCATE THE PUBLIC ABOUT HISTORIC ARCHITECTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $407,114 | PYContributionsGrantsAmt |
| CY Contributions Grants | $195,141 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,606 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,812 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,106 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,193 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,791 | PYOtherRevenueAmt |
| CY Other Revenue | $18,697 | CYOtherRevenueAmt |
| PY Total Revenue | $439,617 | PYTotalRevenueAmt |
| CY Total Revenue | $217,843 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $1,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $39,379 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,047 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $73,409 | PYOtherExpensesAmt |
| CY Other Expenses | $72,825 | CYOtherExpensesAmt |
| PY Total Expenses | $112,788 | PYTotalExpensesAmt |
| CY Total Expenses | $73,825 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $326,829 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $144,018 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,763,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,063,506 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $169,691 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,763,840 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,893,815 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE HISTORIC BUILDINGS AND EDUCATE THE PUBLIC ABOUT HISTORIC ARCHITECTURE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $48,164 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $1,812 | RevenueAmt |
| Desc | PRESERVATION OF HISTORIC BUILDINGS AND EDUCATION OF THE PUBLIC ABOUT HISTORIC ARCHITECTURE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRESERVATION OF HISTORIC BUILDINGS AND EDUCATION OF THE PUBLIC ABOUT HISTORIC ARCHITECTURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,164 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HISTORIC MADISON INC | PersonNm |
| Phone | 8122652967 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47250 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN STAICER | ||||||
| PRESIDENT/ E | 40.00 | Yes (X) | Yes (X) | $0 | $56,560 | $10,859 |
| MERRITT ALCORN | ||||||
| CHAIRMAN OF | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN HARRELL | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| VALECIA CRISAFULLI | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JOHN MUESSEL | ||||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN GALVIN | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DR THOMAS ECKERT | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| ANDREW FORRESTER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DONALD SMITH | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DR ROBERT CANIDA | ||||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JILL WIEST | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| KEVIN YANCEY | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| MOLLY DODGE | ||||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGARET SEIFERT-RUSSELL | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| GREG ZIESMER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| KELLY LAMBERT | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $56,560 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,859 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $195,141 | AllOtherContributionsAmt |
| Total Contributions | $195,141 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALE OF ART | Desc |
| Total Revenue Column | $1,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,812 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,812 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,193 | TotalRevenueColumnAmt |
| Exclusion | $2,193 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,799 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,701 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,701 | TotalRevenueColumnAmt |
| Exclusion | $2,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,308 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $6,993 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,315 | TotalRevenueColumnAmt |
| Exclusion | $8,315 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Total Revenue Column | $7,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,681 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,681 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,493 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $13,209 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543 | TotalAmt |
| Management And General | $1,543 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,424 | TotalAmt |
| Management And General | $8,424 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,073 | TotalAmt |
| Program Services | $1,536 | ProgramServicesAmt |
| Management And General | $615 | ManagementAndGeneralAmt |
| Fundraising | $922 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,190 | TotalAmt |
| Program Services | $4,914 | ProgramServicesAmt |
| Management And General | $2,457 | ManagementAndGeneralAmt |
| Fundraising | $819 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,145 | TotalAmt |
| Program Services | $2,038 | ProgramServicesAmt |
| Management And General | $107 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,346 | TotalAmt |
| Program Services | $6,346 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,930 | TotalAmt |
| Program Services | $17,984 | ProgramServicesAmt |
| Management And General | $946 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $16,386 | $8,193 | $4,916 | $3,277 |
| REPAIRS AND MAINTENANCE | $4,025 | $3,824 | $201 | |
| DOCENT EXPENSE | $1,749 | $1,749 | ||
| FEES & LICENSES | $1,185 | $1,185 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829 | TotalAmt |
| Program Services | $580 | ProgramServicesAmt |
| Management And General | $220 | ManagementAndGeneralAmt |
| Fundraising | $29 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,825 | TotalAmt |
| Program Services | $48,164 | ProgramServicesAmt |
| Management And General | $20,614 | ManagementAndGeneralAmt |
| Fundraising | $5,047 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54 | BOYAmt |
| EOY | $55 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,170 | BOYAmt |
| EOY | $809,446 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,268 | BOYAmt |
| EOY | $131,574 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,362 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $490,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $170,807 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,702 | BOYAmt |
| EOY | $319,460 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,284 | BOYAmt |
| EOY | $112,098 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $690,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,840 | BOYAmt |
| EOY | $2,063,506 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $169,691 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $169,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,589 | BOYAmt |
| EOY | $622,564 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,251 | BOYAmt |
| EOY | $1,171,251 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,840 | BOYAmt |
| EOY | $1,893,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,840 | BOYAmt |
| EOY | $2,063,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $144,018 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,756 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$20,799 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $292,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $396,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,900 | CurrentTaxYearAmt |
| Total | $835,909 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $292,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $396,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,900 | CurrentTaxYearAmt |
| Total | $835,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $308,524 | SubstantialContributorsTotAmt |
| Public Support Total170 | $527,385 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,693 | CurrentTaxYearAmt |
| Total | $49,716 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,308 | CurrentTaxYearAmt |
| Total | $78,683 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $964,308 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $72,868 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER 78,683 | ExplanationTxt |
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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,204,392 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $280,369 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $219,286 | OtherExpendituresAmt |
| End Year Balance | $4,265,475 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,406,190 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,651 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $209,449 | OtherExpendituresAmt |
| End Year Balance | $4,204,392 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,118,270 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $389,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $232,146 | OtherExpendituresAmt |
| End Year Balance | $5,275,443 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,560,680 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $840,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $283,382 | OtherExpendituresAmt |
| End Year Balance | $5,118,270 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,624,060 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $476,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $739,654 | OtherExpendituresAmt |
| End Year Balance | $4,560,680 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,610 | OtherCostOrOtherBasisAmt |
| Book Value | $33,610 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,509 | DepreciationAmt |
| Book Value | $173,664 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,194 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,343 | DepreciationAmt |
| Book Value | $2,422 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,761 | DepreciationAmt |
| Book Value | $109,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $319,460 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| Book Value | $690,873 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $690,873 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS HELD BY A RELATED ORGANIZATION ARE USED TO SUPPORT THAT ORGANIZATION'S MISSION OF EDUCATION AND PRESERVATION OF HISTORIC ARCHITECTURE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING DINNER | Event1Nm |
| Gross Receipts Event1 | $15,308 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $15,308 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,652 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $15,308 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $15,308 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,652 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,652 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,656 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 | ON SCHEDULE D, PART V, SOME FUNDS WERE INCORRECTLY CLASSIFIED AS ENDOWMENT FUNDS IN PREVIOUS YEARS. THE BEGINNING BALANCE IN THE PRIOR YEAR INFORMATION HAS BEEN CORRECTED FOR THIS PRIOR PERIOD ADJUSTMENT. |
| FORM 990, PAGE 2, PART III, LINE 4D | PRESERVATION OF HISTORIC BUILDINGS AND EDUCATION OF THE PUBLIC ABOUT HISTORIC ARCHITECTURE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE GOVERNING BODY IS PROVIDED A COPY OF FORM 990 BEFORE IT IS FILED IN ORDER TO PROPERLY REVIEW FOR COMPLETENESS AND ACCURACY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
| FORM 990, PART XI, LINE 9 | CORRECTION TO NET ASSETS 5,821 TRANSFERS TO HMFI -26,620 TOTAL -20,799 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC MADISON FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351833602 | EIN |
| Primary Activities | FUNDING | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt | InvolvedInvolvedAmt |
|---|---|---|
| HISTORIC MADISON FOUNDATION INC | ||
| N | < 50,000 | |
| HISTORIC MADISON FOUNDATION INC | ||
| O | PER 2016 W-3 | $167,546 |
| HISTORIC MADISON FOUNDATION INC | ||
| R | CHANGE IN NA PER 2016 F/S | $26,620 |