DELAWARE COUNTY HISTORICAL SOCIETY PENNSYLVANIA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DELAWARE COUNTY HISTORICAL SOCIETY PENNSYLVANIA (EIN 23-6411628)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-03-27
- IRS object ID
- 201510869349300001
- Schema version
- 2013v4.0
- 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 | 2015-03-27T07:53:10-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861153581 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIMMER & JENNINGS LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 GAYLEY STREET | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236411628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAWARE COUNTY HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELA | BusinessNameControlTxt |
| Phone | 6103590826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 991 PALMERS MILL ROAD | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HOULDIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6103590824 | PhoneNum |
| Signature | 2015-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN J JENNINGS | PreparerPersonNm |
| PTIN | P01211608 | PTIN |
| Phone | 6105653070 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA HOULDIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 991 PALMERS MILL ROAD | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $234,509 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DELCOHISTORY.ORG/DCHS | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1895 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ACQUIRE AND PRESERVE PROPERTY AND INFORMATION OF HISTORIC VALUE; EDUCATIONAL PROGRAMS | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $121,919 | PYContributionsGrantsAmt |
| CY Contributions Grants | $172,917 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,046 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,147 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,286 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,085 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,399 | PYOtherRevenueAmt |
| CY Other Revenue | $8,591 | CYOtherRevenueAmt |
| PY Total Revenue | $184,650 | PYTotalRevenueAmt |
| CY Total Revenue | $230,740 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $149,331 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $132,330 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,457 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $190,874 | PYOtherExpensesAmt |
| CY Other Expenses | $174,926 | CYOtherExpensesAmt |
| PY Total Expenses | $340,205 | PYTotalExpensesAmt |
| CY Total Expenses | $307,256 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$155,555 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$76,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,949,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,943,093 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $590,662 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $643,865 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,359,149 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,299,228 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACQUIRE AND PRESERVE PROPERTY AND INFORMATION OF HISTORIC VALUE, OPERATION OF LIBRARY AND HISTORICAL FARM, AND PROVIDING EDUCATION PROGRAMS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $32,769 | ExpenseAmt |
| Revenue | $2,371 | RevenueAmt |
| Desc | MAINTENANCE AND OPERATION OF HISTORICAL RESEARCH LIBRARY OPEN TO THE GENERAL PUBLIC (APPROXIMATELY 300 PATRONS) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $75,284 | ExpenseAmt |
| Desc | MAINTENANCE AND OPERATION OF HISTORIC MUSEUM OPEN TO THE GENERAL PUBLIC | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $90,425 | ExpenseAmt |
| Desc | 3,028 4TH AND 5TH GRADE ELEMENTARY SCHOOL CHILDREN FROM 40 SCHOOLS PARTICIPATED IN THE EDUCATIONAL PROGRAM TITLED PASSPORT TO HISTORY. THE PROGRAM PROVIDED OVER 8,912 STUDENT HISTORIC EXPERIENCES WHICH INCLUDE SITE VISITS, TRUNK SHOWS, HISTORIC PLAY ATTENDANCE, AND GUIDED WALKING TOURS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $59,516 | ExpenseAmt |
| Revenue | $40,776 | RevenueAmt |
| Desc | PRESERVATION AND OPERATION OF HISTORICAL FARM OPEN TO THE GENERAL PUBLIC | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $59,516 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $40,776 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $257,994 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 5 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103590826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 991 PALMERS MILL ROAD | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WALTER R GARRISON | ||||||
| EX OFFICIO CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS J RONAYNE | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA HOULDIN | ||||||
| EXECUTIVE DIRECTOR | 25.00 | Yes (X) | Yes (X) | $50,000 | $0 | $0 |
| JAYNE B GARRISON | ||||||
| CHAIR EMERITUS | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GAIL IRVINE | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN CARLSON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE DERBY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA CARTISANO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA KALDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE CORDES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAM FLEETMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS GRUBB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH LOCKHART | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM GATTUSO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY RYAN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $50,000 | 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 | $5,628 | MembershipDuesAmt |
| Government Grants | $75,188 | GovernmentGrantsAmt |
| All Other Contributions | $92,101 | AllOtherContributionsAmt |
| Noncash Contributions | $25,188 | NoncashContributionsAmt |
| Total Contributions | $172,917 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HISTORICAL FARM | 713990 | $40,776 | $40,776 |
| PROGRAM FEES | 713990 | $2,371 | $2,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,147 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,085 | TotalRevenueColumnAmt |
| Exclusion | $6,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,360 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,769 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,591 | TotalRevenueColumnAmt |
| Exclusion | $8,591 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,147 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,676 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,328 | TotalAmt |
| Program Services | $105,140 | ProgramServicesAmt |
| Management And General | $14,063 | ManagementAndGeneralAmt |
| Fundraising | $5,125 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,002 | TotalAmt |
| Program Services | $6,781 | ProgramServicesAmt |
| Management And General | $889 | ManagementAndGeneralAmt |
| Fundraising | $332 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Management And General | $6,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980 | TotalAmt |
| Program Services | $244 | ProgramServicesAmt |
| Management And General | $736 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,036 | TotalAmt |
| Program Services | $38,335 | ProgramServicesAmt |
| Management And General | $9,701 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $634 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,098 | TotalAmt |
| Program Services | $25,188 | ProgramServicesAmt |
| Management And General | $4,910 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,678 | TotalAmt |
| Program Services | $60,678 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,457 | TotalAmt |
| Program Services | $18,994 | ProgramServicesAmt |
| Management And General | $3,463 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $2,076 | $779 | $1,297 |
| EQUIPMENT RENTAL & MAIN | $1,954 | $1,185 | $769 |
| PROMOTIONS AND PRINTING | $618 | $50 | $568 |
| MISCELLANEOUS | $570 | $570 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275 | TotalAmt |
| Management And General | $275 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,256 | TotalAmt |
| Program Services | $257,994 | ProgramServicesAmt |
| Management And General | $43,805 | ManagementAndGeneralAmt |
| Fundraising | $5,457 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,326 | BOYAmt |
| EOY | $19,142 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,009 | BOYAmt |
| EOY | $48,681 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,576 | BOYAmt |
| EOY | $24,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,306,985 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $620,665 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,746,877 | BOYAmt |
| EOY | $1,686,320 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,600 | BOYAmt |
| EOY | $151,700 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700 | BOYAmt |
| EOY | $1,580 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,723 | BOYAmt |
| EOY | $11,218 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,811 | BOYAmt |
| EOY | $1,943,093 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,702 | BOYAmt |
| EOY | $14,625 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,650 | BOYAmt |
| EOY | $44,930 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,085 | BOYAmt |
| EOY | $108,085 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,225 | BOYAmt |
| EOY | $476,225 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,662 | BOYAmt |
| EOY | $643,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,954 | BOYAmt |
| EOY | $1,102,012 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,722 | BOYAmt |
| EOY | $165,248 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,473 | BOYAmt |
| EOY | $31,968 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,359,149 | BOYAmt |
| EOY | $1,299,228 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,811 | BOYAmt |
| EOY | $1,943,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$76,516 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $16,595 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $459,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $287,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $181,508 | CurrentTaxYearAmt |
| Total | $1,294,379 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,147 | CurrentTaxYearAmt |
| Total | $226,088 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $501,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $273,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $340,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,655 | CurrentTaxYearAmt |
| Total | $1,520,467 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $69,910 | CurrentTaxYearAmt |
| Total | $290,830 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $69,910 | CurrentTaxYearAmt |
| Total | $290,830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,229,637 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,085 | CurrentTaxYearAmt |
| Total | $27,356 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,085 | CurrentTaxYearAmt |
| Total | $27,356 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $506,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $279,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $346,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $184,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,740 | CurrentTaxYearAmt |
| Total | $1,547,823 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79440 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78510 | PublicSupportPY509Pct |
| Investment Income CY | 0.01770 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01720 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $213,009 | OtherCostOrOtherBasisAmt |
| Book Value | $213,009 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,931,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $471,972 | DepreciationAmt |
| Book Value | $1,459,948 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,766 | DepreciationAmt |
| Book Value | $7,917 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,373 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,927 | DepreciationAmt |
| Book Value | $5,446 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,686,320 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN CDI STOCK | Desc |
| Book Value | $151,700 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $151,700 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MORTGAGE PAYABLE | $325,000 |
| SECURITY DEPOSITS | $2,225 |
| LINE OF CREDIT | $149,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $476,225 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $251,104 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,595 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,769 | OtherRevenueAmt |
| Revenue Not Reported | $20,364 | RevenueNotReportedAmt |
| Revenue Subtotal | $230,740 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $230,740 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $311,025 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,769 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,769 | ExpensesNotReportedAmt |
| Expenses Subtotal | $307,256 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $307,256 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE SOCIETY HAS RECEIVED MANY HISTORIC OBJECTS AND DOCUMENTS TO PRESERVE AND MAKE AVAILABLE TO THE PUBLIC. CONTRIBUTED COLLECTION ITEMS ARE NOT VALUED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. THE SOCIETY HOLDS ITS COLLECTIONS FOR PUBLIC EXHIBITION AND EDUCATION RATHER THAN FINANCIAL GAIN. THE SOCIETY HAS WRITTEN APPRAISALS ON SEVERAL OBJECTS TOTALING APPROXIMATELY $300,000. |
| PART X, LINE 2: | THE SOCIETY BELIEVES IT HAS APPROPRIATE SUPPORT FOR ITS TAX POSITION THAT THERE ARE NO UNRELATED BUSINESS ACTIVITIES AND THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. GENERALLY, THE SOCIETY'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE PREVIOUS THREE YEARS IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES NETTED ON LINE 11 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES NETTED ON LINE 11 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| WALTER R GARRISON | |||||||
| EX OFFICIO CHAIR | ARCHITECTURIAL SERVICES FOR BUILDING IMPROVEMENTS | Yes (X) | $50,000 | $17,085 | 0 | 0 | 0 |
| WALTER R GARRISON | |||||||
| EX OFFICIO CHAIR | WORKING CAPITAL | Yes (X) | $12,000 | $91,000 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $108,085 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOANNE ARMSTRONG | |||
| FORMER CHAIR | $716 | PRINTING SERVICES FROM A COMPANY OWNED BY THE FORMER CHAIR | 0 |
| LINDA HOULDIN | |||
| EXECUTIVE DIRECTOR | $5,000 | RENTAL INCOME FROM FAMILY MEMBER | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FORGONE INTER | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,188 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | IMPUTED INTEREST AT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | WALTER GARRISON AND JAYNE GARRISON ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS ELECT INDIVIDUALS TO FILL VACANCIES AS THE NEED ARISES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE GOVERNING BODY VOTES ON PROPOSALS AND NOMINATIONS OF OTHER DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE BOARD REVIEWS COMPENSATION OF EXECUTIVE DIRECTOR WITH FINAL APPROVAL MADE BY ENTIRE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | MADE AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN (LOSS) ON INVESTMENTS 16,595. |
| FORM 990, PART XI, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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