GEORGIA TRUST FOR HISTORIC PRESERVATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GEORGIA TRUST FOR HISTORIC PRESERVATION INC (EIN 23-7357226)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2017-02-14
- IRS object ID
- 201740459349302359
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-14T13:22:56-05:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582216536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMB & BRASWELL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4120 ARKWRIGHT RD | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 312101707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237357226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGIA TRUST FOR HISTORIC | BusinessNameLine1Txt |
| Business Name Line2 | PRESERVATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 4048819980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK C MCDONALD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4048819980 | PhoneNum |
| Signature | 2017-02-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES F BRASWELL CPA | PreparerPersonNm |
| PTIN | P01053294 | PTIN |
| Phone | 4784718488 | PhoneNum |
| Preparation | 2017-02-13 | 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 | MARK C MCDONALD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,624,773 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GEORGIATRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | HISTORIC PRESERVATION & EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $746 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,703 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $676,364 | PYContributionsGrantsAmt |
| CY Contributions Grants | $845,255 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $492,787 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $542,647 | CYProgramServiceRevenueAmt |
| PY Investment Income | $305,116 | PYInvestmentIncomeAmt |
| CY Investment Income | $306,567 | CYInvestmentIncomeAmt |
| PY Other Revenue | $292,828 | PYOtherRevenueAmt |
| CY Other Revenue | $514,829 | CYOtherRevenueAmt |
| PY Total Revenue | $1,767,095 | PYTotalRevenueAmt |
| CY Total Revenue | $2,209,298 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,566 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,595 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $872,520 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $862,779 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $254,146 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $694,200 | PYOtherExpensesAmt |
| CY Other Expenses | $769,744 | CYOtherExpensesAmt |
| PY Total Expenses | $1,575,286 | PYTotalExpensesAmt |
| CY Total Expenses | $1,644,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $191,809 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $565,180 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,179,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,345,153 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $293,354 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $297,393 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,885,861 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,047,760 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HISTORIC PRESERVATION & EDUCATION | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $596,567 | ExpenseAmt |
| Desc | HAY HOUSE - ADMINISTRATION OF HOUSE MUSEUM, DIRECTION OF MUSEUM TOURS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $121,427 | ExpenseAmt |
| Grant | $7,595 | GrantAmt |
| Desc | ENDANGERED PROPERTIES - PLACES IN PERIL - SEEKS TO IDENTIFY AND PRESERVE HISTORIC SITES REVOLVING FUND - PROVIDE ALTERNATIVE TO DEMOLITION OR NEGLECT OF PROPERTIES | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $325,926 | ExpenseAmt |
| Desc | PRESERVATION ASSISTANCE - EDUCATION, CONFERENCES, PUBLICATIONS, TOURS, RESOURCES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $189,594 | ExpenseAmt |
| Grant | $4,000 | GrantAmt |
| Desc | PRESERVATION/RESTORATION - OVERSIGHT OF ALL PROPERTIES AND NEW PROPERTY ACQUISITION RHODES HALL - ADMNISTRATION OF HOUSE MUSEUM, EXHIBITIONS AND LECTURE HALL. MAIN STREET - PROVIDES DESIGN AND TECHNICAL ASSISTANCE FOR HISTORIC COMMERCIAL BUILDING REHABILITATION IN GEORGIA MAIN STREET CITIES HERITAGE EDUCATION / TALKING WALLS - PROGRAM FOR TEACHERS IN LOCAL COMMUNITIES TO TEACH THE HISTORIC VALUE OF THE AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $189,594 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,233,514 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 |
| 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 35 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA MCCULLOUGH | PersonNm |
| Phone | 4048819980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 PEACHTREE STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per WeekAverageHoursPerWeekRt |
|---|---|---|---|---|---|---|
| DAVID CRASS | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| NORRIS BROYLES | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| ELAINE DENIRO | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| RON GOSS | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| PAM NESMITH | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| RUTH KNOX | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| MARCY MCTIER | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| STANLEY J PRITCHETT SR | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA SCHLEY RITCHIE | ||||||
| VICE CHAIRMA | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN STARR | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| W HENRY PARKMAN | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| IRA D LEVY | ||||||
| PAST CHAIRMA | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK WILLIAMS | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| JANE ROYAL | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| DEAN DUBOSE SMITH | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR J CLEMENT | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| GRETA COVINGTON | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA CARTER DEVEAU | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH DUBOSE | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| ADINA ERWIN | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| CARL GABLE | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| CHRIS LAMBERT | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LITTLE | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM B PEARD | ||||||
| CHAIRMAN | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN A MITCHENER | ||||||
| TREASURER | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| W BENJAMIN BARKLEY | ||||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| R JUSTIN KRIEG | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| SUSANNAH MADDUX | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| JOHN SHEFTALL | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| DAVID A SMITH | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| SUSAN TURNER | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| LISA WHITE | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN YARBROUGH | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY BURCKHALTER-ALEWINE | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| KINGLSEY G CORBIN | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN LLORENS | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| JOHN SPINRAD | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| KIMBROUGH TAYLOR | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| DIANA WILLIAMS | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| BEN YOUNG | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| MARK C MCDONALD | ||||||
| PRESIDENT & | $177,150 | $0 | $11,869 | Yes (X) | 50.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $177,150 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $11,869 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
| Fundraising | $4,705 | FundraisingAmt |
| All Other Contributions | $840,550 | AllOtherContributionsAmt |
| Noncash Contributions | $520,022 | NoncashContributionsAmt |
| Total Contributions | $845,255 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MEMBERSHIP DUES | $285,145 | $285,145 |
| TOURS AND MEETINGS | $193,332 | $193,332 |
| VISITORS | $64,170 | $64,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $542,647 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,981 | TotalRevenueColumnAmt |
| Exclusion | $144,981 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $265,047 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,536 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $238,511 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $238,511 | TotalRevenueColumnAmt |
| Exclusion | $238,511 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,276,697 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,115,111 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $161,586 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,586 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $161,586 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $326,837 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,705 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $126,163 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,674 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $169,955 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $147,665 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,544 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $746 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $53,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,354 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $53,354 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,209,298 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $779,131 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $746 | UnrelatedBusinessRevenueAmt |
| Exclusion | $383,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,595 | TotalAmt |
| Program Services | $11,595 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,150 | TotalAmt |
| Program Services | $114,729 | ProgramServicesAmt |
| Management And General | $22,333 | ManagementAndGeneralAmt |
| Fundraising | $40,088 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,823 | TotalAmt |
| Program Services | $358,027 | ProgramServicesAmt |
| Management And General | $69,695 | ManagementAndGeneralAmt |
| Fundraising | $125,101 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,818 | TotalAmt |
| Program Services | $40,926 | ProgramServicesAmt |
| Management And General | $22,091 | ManagementAndGeneralAmt |
| Fundraising | $12,801 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,988 | TotalAmt |
| Program Services | $37,419 | ProgramServicesAmt |
| Management And General | $7,858 | ManagementAndGeneralAmt |
| Fundraising | $11,711 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,500 | TotalAmt |
| Program Services | $6,026 | ProgramServicesAmt |
| Management And General | $3,852 | ManagementAndGeneralAmt |
| Fundraising | $4,622 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,542 | TotalAmt |
| Program Services | $23,284 | ProgramServicesAmt |
| Management And General | $271 | ManagementAndGeneralAmt |
| Fundraising | $5,987 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,188 | TotalAmt |
| Program Services | $7,287 | ProgramServicesAmt |
| Management And General | $365 | ManagementAndGeneralAmt |
| Fundraising | $536 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,638 | TotalAmt |
| Program Services | $133,730 | ProgramServicesAmt |
| Management And General | $6,777 | ManagementAndGeneralAmt |
| Fundraising | $8,131 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,504 | TotalAmt |
| Program Services | $16,485 | ProgramServicesAmt |
| Management And General | $2,497 | ManagementAndGeneralAmt |
| Fundraising | $1,522 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,522 | TotalAmt |
| Program Services | $320 | ProgramServicesAmt |
| Management And General | $2,202 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,661 | TotalAmt |
| Program Services | $192,714 | ProgramServicesAmt |
| Management And General | $727 | ManagementAndGeneralAmt |
| Fundraising | $220 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,694 | TotalAmt |
| Program Services | $8,380 | ProgramServicesAmt |
| Management And General | $1,551 | ManagementAndGeneralAmt |
| Fundraising | $1,763 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EVENT MEALS | $87,758 | $84,570 | $3,188 | |
| PRINTING AND PUBLICATIONS | $33,132 | $28,106 | $4,697 | $329 |
| EQUIP. RENTAL AND MAINT. | $30,774 | $16,206 | $7,185 | $7,383 |
| CONSULTANTS | $22,638 | $12,638 | $10,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,693 | TotalAmt |
| Program Services | $139,572 | ProgramServicesAmt |
| Management And General | $8,527 | ManagementAndGeneralAmt |
| Fundraising | $16,594 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644,118 | TotalAmt |
| Program Services | $1,233,514 | ProgramServicesAmt |
| Management And General | $156,458 | ManagementAndGeneralAmt |
| Fundraising | $254,146 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,837 | BOYAmt |
| EOY | $161,614 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,277 | BOYAmt |
| EOY | $1,154,378 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,119 | BOYAmt |
| EOY | $242,079 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,616 | BOYAmt |
| EOY | $32,287 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,945 | BOYAmt |
| EOY | $12,810 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,509 | BOYAmt |
| EOY | $20,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,436,182 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,424,522 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,937,766 | BOYAmt |
| EOY | $5,011,660 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,009,246 | BOYAmt |
| EOY | $6,602,317 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,900 | BOYAmt |
| EOY | $107,862 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,179,215 | BOYAmt |
| EOY | $13,345,153 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,777 | BOYAmt |
| EOY | $219,200 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,308 | BOYAmt |
| EOY | $64,081 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,269 | BOYAmt |
| EOY | $14,112 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,354 | BOYAmt |
| EOY | $297,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,541,752 | BOYAmt |
| EOY | $8,258,475 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,777,755 | BOYAmt |
| EOY | $2,222,931 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566,354 | BOYAmt |
| EOY | $2,566,354 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,885,861 | BOYAmt |
| EOY | $13,047,760 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,179,215 | BOYAmt |
| EOY | $13,345,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $565,180 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$403,281 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,271,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $840,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,083,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $945,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,130,400 | CurrentTaxYearAmt |
| Total | $6,270,809 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,271,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $840,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,083,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $945,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,130,400 | CurrentTaxYearAmt |
| Total | $6,270,809 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $296,174 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,974,635 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $306,567 | CurrentTaxYearAmt |
| Total | $1,021,498 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $442,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $510,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $785,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $772,331 | CurrentTaxYearAmt |
| Total | $2,958,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,251,281 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,090,488 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63770 | 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 RELATED ACTIVITY INCOME 2,958,974 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,614 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,614 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,641,409 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,645,023 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $232,251 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $58,063 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $228,764 | CurrentYearMinus1Amt |
| Current Year | $232,251 | CurrentYearAmt |
| Total | $461,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $691,523 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $3,703 | CurrentYearMinus1Amt |
| Current Year | $3,614 | CurrentYearAmt |
| Total | $7,317 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $57,191 | CurrentYearMinus1Amt |
| Current Year | $58,063 | CurrentYearAmt |
| Total | $115,254 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $172,881 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 44 | TotalEasementsCnt |
| Total Acreage | 87.76 | TotalAcreageCnt |
| Historic Structure Easements | 44 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 14 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 152.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $3,807 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| 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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,874,377 | BeginningYearBalanceAmt |
| Contributions | $376,927 | ContributionsAmt |
| Investment Earnings Or Losses | -$54,428 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,637 | AdministrativeExpensesAmt |
| End Year Balance | $3,195,239 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,865,304 | BeginningYearBalanceAmt |
| Contributions | $1,050 | ContributionsAmt |
| Investment Earnings Or Losses | $8,149 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $126 | AdministrativeExpensesAmt |
| End Year Balance | $2,874,377 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,507,703 | BeginningYearBalanceAmt |
| Contributions | $357,601 | ContributionsAmt |
| End Year Balance | $2,865,304 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,513,703 | BeginningYearBalanceAmt |
| Other Expenditures | $6,000 | OtherExpendituresAmt |
| End Year Balance | $2,507,703 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,518,703 | BeginningYearBalanceAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| End Year Balance | $2,513,703 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19680 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80320 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,500 | OtherCostOrOtherBasisAmt |
| Book Value | $280,500 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,155,682 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,424,522 | DepreciationAmt |
| Book Value | $4,731,160 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,011,660 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENOVATION FUNDS - OTHER | Desc |
| Amt | $14,112 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,112 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,963,948 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$403,281 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $157,931 | OtherRevenueAmt |
| Revenue Not Reported | -$245,350 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,209,298 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,209,298 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,802,049 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $157,931 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $157,931 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,644,118 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,644,118 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | ON AN ANNUAL BASIS, ALL CONSERVATION EASEMENTS ARE REVIEWED AND INSPECTED TO ENSURE COMPLIANCE WITH APPROPRIATE COVENANTS AND RESTRICTIONS. |
| SCHEDULE D, PAGE 1, PART II, LINE 9 | ANY REVENUE AND EXPENSES ASSOCIATED WITH THE EASEMENTS ARE RECORDED IN THE STATEMENT OF ACTIVITIES UNDER THE APPROPRIATE EXPENSE CLASSIFICATION. |
| SCHEDULE D, PAGE 1, PART III, LINE 1A | THE TRUST'S COLLECTIONS ARE MADE UP OF ITEMS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTANCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. CONTRIBUTED COLLECTION ITEMS ARE RECORDED IN THE YEAR OF CONTRIBUTION AS A DONATION WITH AN OFFSETTING EXPENSE. PURCHASES OF COLLECTION ITEMS ARE EXPENSED IN THE YEAR ACQUIRED. |
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE TRUST'S COLLECTIONS ARE MADE UP OF ITEMS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUND EARNINGS ARE USED TO SUPPORT THE OPERATIONS OF STATEWIDE OFFICE AND HAY HOUSE, TO PROVIDE SCHOLARSHIPS TO STUDENTS, AND FOR THE MAINTENANCE OF PROPERTIES. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | RENTAL EXPENSES 26,536 DIRECT SPECIAL EVENTS EXPENSES 126,163 COST OF GOODS SOLD 5,232 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | RENTAL EXPENSES 26,536 DIRECT SPECIAL EVENTS EXPENSES 126,163 COST OF GOODS SOLD 5,232 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $179,948 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,680 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $178,268 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $63,563 | OtherDirectExpensesEvent1Amt |
| Event2 | HAY HOUSE GARDE | Event2Nm |
| Gross Receipts Event2 | $42,653 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $250 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $42,403 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $16,152 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $100,194 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,275 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $97,919 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $44,420 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $322,795 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,205 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $318,590 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $124,135 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $124,135 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $194,455 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INTERNSHIPS | 4 | $5,595 |
| FELLOWSHIPS | 1 | $4,000 |
| SCHOLARSHIPS | 2 | $2,000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| GEORGIA SCHLEY RITCHIE | ||||
| VICE CHAIRMAN | ||||
| MARK C MCDONALD | ||||
| PRESIDENT & CEO | $160,000 | $17,150 | $11,869 | $189,019 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $520,022 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED STOCK | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | PRESERVATION/RESTORATION - OVERSIGHT OF ALL PROPERTIES AND NEW PROPERTY ACQUISITION RHODES HALL - ADMNISTRATION OF HOUSE MUSEUM, EXHIBITIONS AND LECTURE HALL. MAIN STREET - PROVIDES DESIGN AND TECHNICAL ASSISTANCE FOR HISTORIC COMMERCIAL BUILDING REHABILITATION IN GEORGIA MAIN STREET CITIES HERITAGE EDUCATION / TALKING WALLS - PROGRAM FOR TEACHERS IN LOCAL COMMUNITIES TO TEACH THE HISTORIC VALUE OF THE AREA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | ELECTRONIC COPIES OF FORM 990 ARE DISTRIBUTED TO THE CHAIRMAN OF THE BOARD, THE FINANCE COMMITTEE, AND THE PRESIDENT/CEO FOR REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION ASKS ALL BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST POLICY ANNUAL STATEMENT DESCRIBING IF ANY RELATIONSHIPS COULD CONTIBUTE TO A CONFLICT OF INTEREST. ALSO, BOARD MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS OF INTEREST EACH TIME A NEW PROJECT IS TAKEN ON. BOARD MEMBERS ARE NOT PERMITTED TO VOTE ON ANY MATTER FOR WHICH A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE, CONSISTING OF MEMBERS OF THE BOARD OF TRUSTEES, REVIEWS THE COMPENSATION OF THE PRESIDENT & CEO IN EXECUTIVE SESSION ON AN ANNUAL BASIS. THE BOARD CHAIR SURVEYS SIMILAR SIZE ORGANIZATIONS IN THE STATE FOR COMPARABLE SALARY AND COMPENSATION PACKAGES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | APPROPRIATE GOVERNING DOCUMENTS ARE DISTRIBUTED TO ALL BOARD MEMBERS. SELECTED FINANCIAL DATA IS INCLUDED IN A WIDELY DISTRIBUTED ANNUAL REPORT. IN ADDITION, ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | CONTRIBUTIONS 19,500 0 0 EDUCATIONAL SUPPLIES 19,207 0 0 EQUIPMENT & FACILITY RENT 18,727 0 163 COLLECTIONS MAINTENANCE 16,966 0 0 PRESERVATION/RESTORATION 15,769 0 0 MISCELLANEOUS 10,378 1,050 2,985 POSTAGE AND SHIPPING 9,071 361 4,886 TELEPHONE 6,043 3,287 3,945 SUPPLIES 6,428 893 2,346 HOSPITALITY 5,221 2,046 1,297 RESTORATION/MGMT EXPENSES 5,000 0 0 PROPERTY TAXES 4,194 0 0 DUES & SUBSCRIPTIONS 1,827 890 250 PHOTOGRAPHY 786 0 722 OTHER RENTAL 275 0 0 ENTERTAINMENT 180 0 0 |
| FORM 990, PART XI, LINE 9 | RENTAL EXPENSES 26,536 DIRECT SPECIAL EVENTS EXPENSES 126,163 COST OF GOODS SOLD 5,232 RENTAL EXPENSES -26,536 DIRECT SPECIAL EVENTS EXPENSES -126,163 COST OF GOODS SOLD -5,232 |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION HAS HAD NO LOBBYING EXPENSE FOR TWO OF THE FOUR YEARS AVERAGED ON THE PREVIOUS PAGE. | ExplanationTxt |
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