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← HERITAGE MUSEUM ASSOCIATION INC

Form 990 for tax year 2023

Filed by HERITAGE MUSEUM ASSOCIATION INC.

Totals

Total revenue
$260,956
Total expenses
$84,917
Contributions and grants received
$204,827
Grants paid
$0
Program service revenue
$7,031
Investment income
$3,358
Other revenue
$45,740
Total assets, end of year
$721,426
Total liabilities, end of year
$1,519
Net assets or fund balances, end of year
$719,907
Program services expenses (Part IX)
$71,001
Management and general expenses
$13,916
Fundraising expenses
$0
Program service expenses (Part III)
$71,001

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $13,090

  • 1e · Government grants (contributions)

    $12,152

  • 1f · All other contributions, gifts and grants

    $179,585

  • 1g · Noncash contributions included above

    $5,055

  • 2a · Program service revenue: PUBLIC PROGRAMS

    total $4,259 · related or exempt $4,259

  • 2b · Program service revenue: EDUCATION

    total $2,772 · related or exempt $2,772

  • 3 · Investment income

    total $3,358 · excluded $3,358

  • 8a · Fundraising events: gross income

    $50,953

  • 8b · Fundraising events: direct expenses

    $7,870

  • 8c · Net income from fundraising events

    total $43,083

  • 9a · Gaming: gross income

    $2,000

  • 9c · Net income from gaming

    total $2,000 · excluded $2,000

  • 10a · Gross sales of inventory

    $1,767

  • 10b · Cost of goods sold

    $1,110

  • 10c · Net income from sales of inventory

    total $657 · unrelated business $657

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $33,984 · program services $30,586 · management and general $3,398

  • 10 · Payroll taxes

    total $3,668 · program services $3,301 · management and general $367

  • 11c · Fees: accounting

    total $7,600 · management and general $7,600

  • 12 · Advertising and promotion

    total $1,911 · program services $1,911

  • 13 · Office expenses

    total $4,279 · program services $2,727 · management and general $1,552

  • 14 · Information technology

    total $997 · management and general $997

  • 16 · Occupancy

    total $8,361 · program services $8,361

  • 23 · Insurance

    total $5,749 · program services $5,749

  • 24a · Other expenses: MAINTENANCE

    total $4,563 · program services $4,563

  • 24b · Other expenses: BUILDING

    total $3,912 · program services $3,912

  • 24c · Other expenses: EXHIBITS

    total $2,116 · program services $2,116

  • 24d · Other expenses: SUPPLIES

    total $1,639 · program services $1,639

  • 24e · All other expenses

    total $6,138 · program services $6,136 · management and general $2

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $112,139 · end of year $121,245

  • 2 · Savings and temporary cash investments

    beginning of year $189,145 · end of year $221,289

  • 7 · Other notes and loans receivable

    beginning of year $195 · end of year $273

  • 8 · Inventories for sale or use

    beginning of year $1,663 · end of year $1,967

  • 10a · Land, buildings and equipment: cost or other basis

    $530,188

  • 10b · Land, buildings and equipment: accumulated depreciation

    $153,536

  • 10c · Land, buildings and equipment, net

    beginning of year $241,951 · end of year $376,652

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,225 · end of year $1,519

  • 27 · Net assets without donor restrictions

    beginning of year $543,868 · end of year $719,907

Mission and programs · 2023

Mission

TO COLLECT, PRESERVE, AND STUDY HISTORICAL ARTIFACTS PRERTAINING TO NORTHWEST FLORIDA'S HERITAGE; TO EDUCATE THE PUBLIC THROUGH RELEVANT EXHIBITS, TOURS, EVENTS AND SKILL DEVELOPMENT.

Activities or mission (Part I)

TO COLLECT, PRESERVE, AND STUDY HISTORICAL ARTIFACTS PERTAINING TO NORTHWEST FLORIDA'S HERITAGE.

  • EDUCATING THE PUBLIC THROUGH RELEVANT EXHIBITS, TOURS, EVENTS AND SKILL DEVELOPMENT.

    Expenses $71,001 · Revenue $7,031

As filed on the 2023 return.

Listed in Part VII

  • Frank Berte

    TRUSTEE

    Total calculated
    $0

  • Julie Boretsky

    TRUSTEE

    Total calculated
    $0

  • Steve Czonstka

    VICE- CHAIR

    Total calculated
    $0

  • Kristina Duffy

    TRUSTEE

    Total calculated
    $0

  • Chris Galloway

    TRUSTEE

    Total calculated
    $0

  • Marie Hallion

    CHAIRMAN

    Total calculated
    $0

  • Christopher Saul

    VP MEMBERSHI

    Total calculated
    $0

  • Jerry Spence

    TRUSTEE

    Total calculated
    $0

  • Kenneth Walsh

    TRUSTEE

    Total calculated
    $0

  • Barbara Palmgren

    SECRETARY

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 February 2025
IRS schema version
2023v6.0
Source object
202540449349301514

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