HISTORICAL SOCIETY OF FREDERICK COUNTY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF FREDERICK COUNTY INC (EIN 52-6050333)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201243209349309434
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-15T14:14:14-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAO MOHN & ALLEN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 WEST PATRICK STREET | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 217014028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526050333 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HISTORICAL SOCIETY OF FREDERICK | BusinessNameLine1 |
| Business Name Line2 | COUNTY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 3016631188 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 EAST CHURCH STREET | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAROLD MOHN | Name |
| Title | TREASURER | Title |
| Phone | 3016631188 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAROLD L MOHN CPA | Name |
| Phone | 3016951040 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | HEIDI CAMPBELL-SHOAF | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 EAST CHURCH STREET | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 338453 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HSFCINFO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | THE HISTORICAL SOCIETY OF FREDERICK COUNTY IS A NON-PROFIT EDUCATIONAL ORGANIZATION DEDICATED TO INCREASE PUBLIC UNDERSTANDING AND APPRECIATION OF THE HISTORY OF FREDERICK COUNTY, MARYLAND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 225 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 297984 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 199449 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 86645 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 84141 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 71695 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24439 | OtherRevenuePriorYear |
| Other Revenue Current Year | 42825 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 480763 | TotalRevenuePriorYear |
| Total Revenue Current Year | 326433 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 248068 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 223963 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 20271 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 238680 | OtherExpensePriorYear |
| Other Expenses Current Year | 275830 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 486748 | TotalExpensesPriorYear |
| Total Expenses Current Year | 499793 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5985 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -173360 | RevenuesLessExpensesCY |
| Total Assets BOY | 3073805 | TotalAssetsBOY |
| Total Assets EOY | 2978305 | TotalAssetsEOY |
| Total Liabilities BOY | 15530 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 111615 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3058275 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2866690 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE HISTORICAL SOCIETY OF FREDERICK COUNTY IS A NON-PROFIT EDUCATIONAL ORGANIZATION DEDICATED TO INCREASE PUBLIC UNDERSTANDING AND APPRECIATION OF THE HISTORY OF FREDERICK COUNTY, MARYLAND. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 240376 | Expense |
| Description | MUSEUM - THE SOCIETY COLLECTS AND PRESERVES ARTIFACTS FOR STUDY AND EDUCATIONAL PURPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 124886 | Expense |
| Description | LIBRARY - THE SOCIETY COLLECTS AND PRESERVES DOCUMENTS FOR STUDY AND EDUCATIONAL PURPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7540 | Expense |
| Description | BOOKSTORE - THE SOCIETY COLLECTS AND PRESERVES DOCUMENTS FOR STUDY AND EDUCATIONAL PRUPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TANEY HOUSE - THE SOCIETY COLLECTS AND PRESERVES ARTIFACTS FOR STUDY AND EDUCATIONAL PURPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 372802 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THE SOCIETY CO DUANE DOXZEN | NamePerson |
| Telephone Number | 3016631188 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 E CHURCH STREET | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RAE ANN BUTLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES GANGAWERE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NANCY GEASEY | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| JUDGE WILLIAM W WENNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM B ANDERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HELEN GREGORY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL HENNINGSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| G HUNTER BOWERS III | ||||||
| VICE PRESIDE | 1.00 | X | 0 | 0 | 0 | X |
| GRIFFITH GARWOOD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| COLLEEN M REMSBERG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HAROLD MOHN | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| ETHEL LEE SCOTTO | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| HEIDI CAMPBELL-SHOAF | ||||||
| EXECUTIVE DI | 40.00 | 52323 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 52323 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Government Grants | 3605 | GovernmentGrants |
| All Other Contributions | 195844 | AllOtherContributions |
| Noncash Contributions | 5413 | NoncashContributions |
| Total Contributions | 199449 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| MEMBERSHIP DUES AND ASSESSMEN | 30809 | 30809 |
| MUSEUM | 22108 | 22108 |
| PARKING LOT | 12675 | 12675 |
| BOOKSTORE | 8765 | 8765 |
| TANEY HOUSE | 6384 | 6384 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3400 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 84141 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18 | TotalRevenueColumn |
| Exclusion | $18 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 36466 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 12020 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24446 | TotalRevenueColumn |
| Exclusion | $24,446 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INC AND REIMBURSEMENTS | Description |
| Total Revenue Column | 18379 | TotalRevenueColumn |
| Exclusion | $18,379 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18379 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 326433 | TotalRevenueColumn |
| Related Or Exempt Function Income | 84141 | RelatedOrExemptFunctionIncome |
| Exclusion | $42,843 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196948 | Total |
| Program Services | 145006 | ProgramServices |
| Management And General | 36372 | ManagementAndGeneral |
| Fundraising | 15570 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4832 | Total |
| Program Services | 3558 | ProgramServices |
| Management And General | 892 | ManagementAndGeneral |
| Fundraising | 382 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7866 | Total |
| Program Services | 7866 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14317 | Total |
| Program Services | 10541 | ProgramServices |
| Management And General | 2644 | ManagementAndGeneral |
| Fundraising | 1132 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13153 | Total |
| Management And General | 13153 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24200 | Total |
| Management And General | 24200 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2918 | Total |
| Program Services | 1868 | ProgramServices |
| Management And General | 992 | ManagementAndGeneral |
| Fundraising | 58 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71590 | Total |
| Program Services | 45804 | ProgramServices |
| Management And General | 24354 | ManagementAndGeneral |
| Fundraising | 1432 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12098 | Total |
| Program Services | 7743 | ProgramServices |
| Management And General | 4113 | ManagementAndGeneral |
| Fundraising | 242 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| REPAIRS AND MAINTENANCE | 40359 | 40359 |
| UTILITIES | 35148 | 35148 |
| EQUIPMENT RENTAL AND MAIN | 12095 | 12095 |
| MARKETING | 9105 | 9105 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55164 | Total |
| Program Services | 53709 | ProgramServices |
| Fundraising | 1455 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499793 | Total |
| Program Services | 372802 | ProgramServices |
| Management And General | 106720 | ManagementAndGeneral |
| Fundraising | 20271 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28518 | BOY |
| EOY | 26494 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44492 | BOY |
| EOY | 40832 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1550554 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 787720 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834424 | BOY |
| EOY | 762834 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2163579 | BOY |
| EOY | 2145353 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2792 | BOY |
| EOY | 2792 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3073805 | BOY |
| EOY | 2978305 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12052 | BOY |
| EOY | 14835 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3478 | BOY |
| EOY | 96780 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15530 | BOY |
| EOY | 111615 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1318681 | BOY |
| EOY | 1159010 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6551 | BOY |
| EOY | 6551 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1733043 | BOY |
| EOY | 1701129 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3058275 | BOY |
| EOY | 2866690 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3073805 | BOY |
| EOY | 2978305 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -173360 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -18225 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 907182 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 413598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 441552 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 388820 | CurrentTaxYearMinus1Year |
| Current Tax Year | 199449 | CurrentTaxYear |
| Total | 2350601 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 907182 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 413598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 441552 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 388820 | CurrentTaxYearMinus1Year |
| Current Tax Year | 199449 | CurrentTaxYear |
| Total | 2350601 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 2350601 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 145585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 101628 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64581 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18 | CurrentTaxYear |
| Total | 361355 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 18646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23446 | CurrentTaxYear |
| Total | 42092 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 4191 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18379 | CurrentTaxYear |
| Total | 22570 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2776618 | TotalSupport |
| Gross Receipts From Admissions Etc | 84141 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84660 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84830 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1733043 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 46666 | InvestmentEarningsOrLosses |
| Other Expenditures | 65676 | OtherExpenditures |
| Administrative Expenses | 12904 | AdministrativeExpenses |
| End Of Year Balance | 1733043 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1502640 | BeginningOfYearBalance |
| Contributions | 215339 | Contributions |
| Investment Earnings Or Losses | 30595 | InvestmentEarningsOrLosses |
| Administrative Expenses | 15531 | AdministrativeExpenses |
| End Of Year Balance | 1733043 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1279612 | BeginningOfYearBalance |
| Contributions | 150455 | Contributions |
| Investment Earnings Or Losses | 83438 | InvestmentEarningsOrLosses |
| Administrative Expenses | 10865 | AdministrativeExpenses |
| End Of Year Balance | 1502640 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 169400 | OtherCostOrOtherBasis |
| Book Value | 169400 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 304122 | OtherCostOrOtherBasis |
| Depreciation | 113163 | Depreciation |
| Book Value | 190959 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1007255 | OtherCostOrOtherBasis |
| Depreciation | 621204 | Depreciation |
| Book Value | 386051 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 69777 | OtherCostOrOtherBasis |
| Depreciation | 53353 | Depreciation |
| Book Value | 16424 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 762834 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH, MUTUAL FUNDS, BONDS, AND... | Description |
| Book Value | 2145353 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2145353 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PNC LINE OF CREDIT | $92,000 |
| CAPITAL LEASE | $4,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 96780 | TotalOfAmounts |
| Total Revenue | 326433 | TotalRevenue |
| Total Expenses | 499793 | TotalExpenses |
| Excess Or Deficit For Year | -173360 | ExcessOrDeficitForYear |
| Other | -$18,225 | OtherAmount |
| Total Adjustments | -18225 | TotalAdjustments |
| Excess Or Deficit Per FS | -191585 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 308208 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -18225 | OtherRevenues |
| Revenue Not Rptd F990 | -18225 | RevenueNotRptdF990 |
| Revenue Subtotal | 326433 | RevenueSubtotal |
| Total Revenue Per Form990 | 326433 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 499793 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 499793 | ExpensesSubtotal |
| Total Expenses Per Form990 | 499793 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | UNREALIZED GAIN ON INVESTMENTS -18,225 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | UNREALIZED GAIN ON INVESTMENTS -18,225 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | MD | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 18771 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 18771 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 4862 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TREASURED HEIRL | NameOfEvent2 |
| Gross Receipts Event2 | 7230 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 7230 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 754 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 6275 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 6275 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 1198 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 32276 | GrossReceiptsTotal |
| Gross Revenue Total Events | 32276 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 6814 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 6814 | DirectExpenseSummaryEvents |
| Net Income Summary | 25462 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | TANEY HOUSE - THE SOCIETY COLLECTS AND PRESERVES ARTIFACTS FOR STUDY AND EDUCATIONAL PURPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | COPIES OF THE 990 ARE MAILED BY THE EXECUTIVE DIRECTOR TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW A WEEK PRIOR TO THE MONTHLY MEETING.. AT THE MEETING, ANY QUESTIONS/DISCUSSIONS ABOUT THE 990 WILL BE VOICED AND THEN THE PRESIDENT OF THE BOARD WILL CALL FOR A VOTE OF THE DIRECTORS PRESENT TO ACCEPT OR AMEND THE DOCUMENT. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | EACH YEAR A REVIEW OF THE RESPONSIBILITIES OF BOARD MEMBERS, AS WELL AS A REVIEW OF ALL THE ORGANIZATION'S POLICIES, IS CONDUCTED INDIVIDUALLY WITH MEMBERS. IN ADDITION, AS PART OF THE FIRST BOARD MEETING WHEN NEW MEMBERS ARE PRESENT, THERE IS A REVIEW OF THE POLICIES WITH THE ENTIRE BOARD AND THOSE WHO HAVE CONCERNS ABOUT THE POTENTIAL CONFLICTS OF INTEREST ARE ENCOURAGED TO VOICE THEM AT THAT TIME. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR WHEN HIRED AND REVIEWS ANNUALLY FOR POSSIBLE INCREASES OR REVISIONS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ANNUAL REPORT IS POSTED ON THE ORGANIZATION'S WEBSITE. OTHER FINANCIAL RECORDS AND THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND A STATEMENT TO THAT EFFECT APPEARS BELOW THE MISSION STATEMENT ON THE WEBSITE. |
| OTHER EXPENSES | FORM 990, PART IX, LINE 24E | TELEPHONE AND INTERNET 6,600 BOOKSTORE 6,579 IN-KIND DONATIONS 5,413 MUSEUM SUPPLIES 5,144 SECURITY 4,258 FCARC SUPPLIES/PROGRAMS 3,232 OTHER 3,002 MUSEUM EXHIBITS 2,966 ONLINE CATALOG/PROCESSING 2,522 STUDENT CONTESTS 1,940 NEWSLETTER 1,774 ANNUAL MEETING 1,645 PRINTING AND PUBLICATIONS 1,555 POSTAGE AND SHIPPING 1,518 FUNDRAISING SUPPLIES 1,455 DUES AND SUBSCRIPTIONS 1,392 CREDIT CARD FEES 961 SUPPLIES 947 LECTURE SERIES 700 ACCREDITATION 500 HOSPITALITY 369 VOLUNTEER ADMINISTRATION 352 JOURNAL 340 |
Comments