PRESERVATION OF HISTORIC WINCHESTER INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION OF HISTORIC WINCHESTER INC (EIN 23-7404958)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-02-13
- IRS object ID
- 201700449349300605
- Schema version
- 2015v3.0
- 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 | 2017-02-13T07:24:33-06:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541782073 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTHERFORD & JOHNSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 MEDICAL CIRCLE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237404958 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION OF HISTORIC WINCHESTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 5406673577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 AMHERST STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY RILEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5406673577 | PhoneNum |
| Signature | 2017-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLIFTON L RUTHERFORD | PreparerPersonNm |
| PTIN | P00020298 | PTIN |
| Phone | 5406627070 | PhoneNum |
| Preparation | 2017-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN BARKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 AMHERST STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,883 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHWI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE THE CULTURAL AND ARCHITECTURAL HISTORY OF WINCHESTER, VIRGINIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,056 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,070 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,378 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,302 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,177 | PYOtherRevenueAmt |
| CY Other Revenue | $11,817 | CYOtherRevenueAmt |
| PY Total Revenue | $41,257 | PYTotalRevenueAmt |
| CY Total Revenue | $43,189 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,014 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,738 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,278 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,856 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,734 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,251 | PYOtherExpensesAmt |
| CY Other Expenses | $13,099 | CYOtherExpensesAmt |
| PY Total Expenses | $75,543 | PYTotalExpensesAmt |
| CY Total Expenses | $54,693 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$34,286 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,504 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $796,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $783,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $954 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $795,807 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $783,045 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PRESERVATION OF HISTORIC WINCHESTER, INC., ORGANIZED BY CONCERNED MEMBERS OF THE COMMUNITY AND INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF VIRGINIA, EXISTS FOR THE PURPOSE OF SAFEGUARDING THE HERITAGE OF THE WINCHESTER AND FREDERICK COUNTY COMMUNITY AND FOR ASSURING A QUALITY OF LIFE FOR TOMORROW REPRESENTED BY THE BEST OF THE AREA'S PAST. TO THE END THAT THIS GOAL MAY BE ENCOURAGED AMONG THE PEOPLE, AND THE CHARM OF THEIR COMMUNITY MAINTAINED AND IMPROVED, THIS ORGANIZATION SHALL, THROUGH A PROGRAM OF EDUCATION, ENLIST SUPPORT FOR AND PARTICIPATE IN THE PRESERVATION, RESTORATION AND OWNERSHIP OF SITES, BUILDINGS, STRUCTURES, AND OBJECTS SIGNIFICANT TO THE CULTURAL, SOCIAL, POLITICAL, ECONOMIC, AND ARCHITECTURAL HISTORY OF THE WINCHESTER, VIRGINIA AREA.THE CORPORATION SHALL BE ABLE TO RECEIVE EASEMENTS AND PLACE COVENANTS ON PROPERTIES THAT ARE OF HISTORIC AND/OR ARCHITECTURAL VALUE OR WHICH SIGNIFICANTLY INFLUENCE PROPERTIES OF HISTORICAL AND/OR ARCHITECTURAL VALUE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,676 | ExpenseAmt |
| Grant | $2,738 | GrantAmt |
| Desc | PROVIDING PRESERVATION GUIDANCE, SPONSORING EDUCATIONAL LECTURES AND HOSTING SPECIAL MEMBERSHIP EVENTS THROUGHOUT THE YEAR. | Desc |
| Total Program Service Expenses | $29,676 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY RILEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5406624097 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 S LOUDOUN STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN BARKER | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE DOWNING | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY SCULLY RILEY | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD PIFER JR | ||||||
| VP ISSUES | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ED ACKER | ||||||
| VP EDUCATION | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUG WATSON | ||||||
| VP MEMBERSHIP | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHY CRESIGIONA | ||||||
| ASST. TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHARON COLLETTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY MURPHY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM STEWART | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA BOSLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA SHICKLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN FLOOD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $12,051 | MembershipDuesAmt |
| All Other Contributions | $4,019 | AllOtherContributionsAmt |
| Total Contributions | $16,070 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,302 | TotalRevenueColumnAmt |
| Exclusion | $15,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,021 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $11,405 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,616 | TotalRevenueColumnAmt |
| Exclusion | $11,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $490 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $289 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201 | TotalRevenueColumnAmt |
| Exclusion | $201 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,119 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,738 | TotalAmt |
| Program Services | $2,738 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,083 | TotalAmt |
| Program Services | $18,041 | ProgramServicesAmt |
| Management And General | $9,021 | ManagementAndGeneralAmt |
| Fundraising | $9,021 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,773 | TotalAmt |
| Program Services | $1,387 | ProgramServicesAmt |
| Management And General | $693 | ManagementAndGeneralAmt |
| Fundraising | $693 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,400 | TotalAmt |
| Management And General | $2,400 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
| Management And General | $125 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,244 | TotalAmt |
| Program Services | $1,122 | ProgramServicesAmt |
| Management And General | $561 | ManagementAndGeneralAmt |
| Fundraising | $561 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,512 | TotalAmt |
| Program Services | $4,775 | ProgramServicesAmt |
| Management And General | $621 | ManagementAndGeneralAmt |
| Fundraising | $116 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347 | TotalAmt |
| Program Services | $312 | ProgramServicesAmt |
| Management And General | $35 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475 | TotalAmt |
| Management And General | $475 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $748 | $614 | $134 | |
| DUES AND PUBLICATIONS | $465 | $233 | $116 | $116 |
| BOARD RETREAT | $408 | $204 | $102 | $102 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,693 | TotalAmt |
| Program Services | $29,676 | ProgramServicesAmt |
| Management And General | $14,283 | ManagementAndGeneralAmt |
| Fundraising | $10,734 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,373 | BOYAmt |
| EOY | $3,993 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,258 | BOYAmt |
| EOY | $13,267 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752 | BOYAmt |
| EOY | $1,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,494 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,836 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,688 | BOYAmt |
| EOY | $2,658 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,610 | BOYAmt |
| EOY | $762,744 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,681 | BOYAmt |
| EOY | $783,999 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874 | BOYAmt |
| EOY | $954 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874 | BOYAmt |
| EOY | $954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,807 | BOYAmt |
| EOY | $783,045 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,807 | BOYAmt |
| EOY | $783,045 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,681 | BOYAmt |
| EOY | $783,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$11,504 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,258 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,070 | CurrentTaxYearAmt |
| Total | $121,280 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,070 | CurrentTaxYearAmt |
| Total | $121,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,937 | SubstantialContributorsTotAmt |
| Public Support Total170 | $105,343 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,302 | CurrentTaxYearAmt |
| Total | $79,991 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,861 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,861 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $203,132 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $31,105 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,836 | DepreciationAmt |
| Book Value | $2,658 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,658 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $954 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $954 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. |
| FORM 990, SCH D, PART II, LINE 4 | THE ORGANIZATION HOLDS A FACADE EASEMENT ONLY ON A CERTIFIED HISTORIC STRUCTURE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOLIDAY HOUSE TOURS | Event1Nm |
| Gross Receipts Event1 | $22,226 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,226 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $11,405 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Other Events | $795 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $795 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $23,021 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $23,021 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,405 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,405 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,616 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS APPROVED BY THE TREASURER OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED, AND IS PROVIDED TO THE FULL BOARD AT THE NEXT BOARD MEETING AFTER IT HAS BEEN FILED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XI LINE 1. | FILER USES MODIFIED CASH BASIS OF ACCOUNTING. METHOD IS SAME AS PRIOR YEARS. |
| PART I, LINE 22 | ENDING NET ASSETS INCLUDE AN DECREASE DUE TO AN UNREALIZED LOSS FROM INVESTMENTS OF <$1,258>, REFLECTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS, BUT NOT THE 990. |