Form 990 for tax year 2022

Filed by BALTIMORE HERITAGE INCORPORATED.

Totals

Total revenue: $234,046
Total expenses: $287,959
Contributions and grants received: $225,602
Grants paid: $0
Program service revenue: $70,447
Investment income: -$63,615
Other revenue: $1,612
Total assets, end of year: $796,069
Total liabilities, end of year: $15,947
Net assets or fund balances, end of year: $780,122
Program services expenses (Part IX): $249,958
Management and general expenses: $27,735
Fundraising expenses: $10,266
Program service expenses (Part III): $249,958

Program services were 86.8% 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.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$3,750
1f · All other contributions, gifts and grants

$221,852
1g · Noncash contributions included above

$0
2f · All other program service revenue

total $70,447 · related or exempt $70,447 · unrelated business $0 · excluded $0
3 · Investment income

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total -$63,615 · related or exempt -$63,615 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$0
11d · All other revenue

total $1,612 · related or exempt $1,612 · unrelated business $0 · excluded $0
11e · Other revenue, total

$1,612

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $0
7 · Other salaries and wages

total $161,988 · program services $137,690 · management and general $16,199 · fundraising $8,099
10 · Payroll taxes

total $10,163 · program services $8,639 · management and general $1,016 · fundraising $508
11a · Fees: management

total $71,525 · program services $71,363 · management and general $108 · fundraising $54
11c · Fees: accounting

total $7,200 · program services $0 · management and general $7,200
13 · Office expenses

total $21,722 · program services $18,463 · management and general $2,173 · fundraising $1,086
16 · Occupancy

total $6,000 · program services $5,100 · management and general $600 · fundraising $300
23 · Insurance

total $2,560 · program services $2,176 · management and general $256 · fundraising $128
24e · All other expenses

total $6,801 · program services $6,527 · management and general $183 · fundraising $91

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $0
2 · Savings and temporary cash investments

beginning of year $346,557 · end of year $355,291
3 · Pledges and grants receivable

beginning of year $0
4 · Accounts receivable

beginning of year $0
5 · Loans and receivables from officers and key people

beginning of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0
7 · Other notes and loans receivable

beginning of year $0
8 · Inventories for sale or use

beginning of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0
11 · Investments: publicly traded securities

beginning of year $507,295 · end of year $440,778
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
14 · Intangible assets

beginning of year $0
17 · Accounts payable and accrued expenses

beginning of year $0
18 · Grants payable

beginning of year $0
19 · Deferred revenue

beginning of year $0
20 · Tax-exempt bond liabilities

beginning of year $0
21 · Escrow or custodial account liability

beginning of year $19,817 · end of year $15,947
22 · Loans and payables to officers and key people

beginning of year $0
23 · Secured mortgages and notes payable

beginning of year $0
24 · Unsecured notes and loans payable

beginning of year $0
27 · Net assets without donor restrictions

beginning of year $744,877 · end of year $675,508
28 · Net assets with donor restrictions

beginning of year $89,158 · end of year $104,614

Mission and programs · 2022

Mission

To preserve historic places in Baltimore.

We produced 50 videos on 50 different historic places in Baltimore.

Expenses $125,000
We led 65 in-person tours of historic places in Baltimore.

Expenses $75,000 · Revenue $20,000
We provided assistance to 6 historic neighborhoods in Baltimore

Expenses $49,958

As filed on the 2022 return.

Listed in Part VII

Mara Murdoch

First Vice President

Total calculated

$0

Hours/week

2
Lesley Humphreys

President

Total calculated

$0

Hours/week

4 + 2 related
Will Backstrom

Treasurer

Total calculated

$0

Hours/week

2
Andrew Powell

Membership Secretary

Total calculated

$0

Hours/week

2
Lashelle Bynum

Secretary

Total calculated

$0

Hours/week

2

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: 2022
Filed: 2 November 2023
IRS schema version: 2022v5.0
Source object: 202313069349301491

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