Totals
- Total revenue
- $221,096
- Total expenses
- $307,267
- Contributions and grants received
- $24,555
- Grants paid
- $0
- Program service revenue
- $58,675
- Investment income
- $373
- Other revenue
- $137,493
- Total assets, end of year
- $3,996,602
- Total liabilities, end of year
- $221,067
- Net assets or fund balances, end of year
- $3,775,535
- Program services expenses (Part IX)
- $192,692
- Management and general expenses
- $103,131
- Fundraising expenses
- $11,444
- Program service expenses (Part III)
- $192,692
Program services were 62.7% 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
$2,410
-
1f · All other contributions, gifts and grants
$22,145
-
2a · Program service revenue: CHRISTMAS MARKET EVENT
total $41,135 · related or exempt $41,135
-
2b · Program service revenue: HOUSE TOURS
total $12,510 · related or exempt $12,510
-
2c · Program service revenue: CHRISTMAS AT HAMILL HOUSE
total $4,780 · related or exempt $4,780
-
2d · Program service revenue: EASEMENT INCOME
total $250 · related or exempt $250
-
3 · Investment income
total $373 · excluded $373
-
6a · Gross rents
real property $135,742
-
6c · Rental income or loss
real property $135,742
-
6d · Net rental income or loss
total $135,742 · excluded $135,742
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,751 · related or exempt $1,751
-
11e · Other revenue, total
$1,751
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $65,000 · program services $15,600 · management and general $42,250 · fundraising $7,150
-
7 · Other salaries and wages
total $5,692 · program services $1,366 · management and general $3,700 · fundraising $626
-
9 · Other employee benefits
total $4,734 · program services $1,136 · management and general $3,077 · fundraising $521
-
10 · Payroll taxes
total $28,603 · program services $6,864 · management and general $18,592 · fundraising $3,147
-
11c · Fees: accounting
total $13,470 · management and general $13,470
-
11g · Fees: other
total $5,104 · program services $5,104
-
12 · Advertising and promotion
total $1,567 · program services $1,567
-
13 · Office expenses
total $10,696 · management and general $10,696
-
14 · Information technology
total $8,406 · program services $8,406
-
17 · Travel
total $1,931 · program services $1,931
-
19 · Conferences, conventions and meetings
total $1,378 · management and general $1,378
-
20 · Interest
total $4,285 · program services $3,670 · management and general $615
-
23 · Insurance
total $21,210 · program services $19,621 · management and general $1,589
-
24a · Other expenses: PROPERTY EXPENSES
total $79,063 · program services $79,063
-
24b · Other expenses: PROGRAM EVENTS
total $48,193 · program services $48,193
-
24c · Other expenses: LICENSES & PERMITS
total $5,327 · management and general $5,327
-
24d · Other expenses: DUES/SUBSCRIPTIONS
total $2,363 · management and general $2,363
-
24e · All other expenses
total $245 · program services $171 · management and general $74
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $125,847 · end of year $13,530
-
2 · Savings and temporary cash investments
end of year $32,887
-
4 · Accounts receivable
beginning of year $14,997 · end of year $23,083
-
8 · Inventories for sale or use
beginning of year $2,300 · end of year $2,300
-
10a · Land, buildings and equipment: cost or other basis
$438,625
-
10b · Land, buildings and equipment: accumulated depreciation
$75,239
-
10c · Land, buildings and equipment, net
beginning of year $349,640 · end of year $363,386
-
11 · Investments: publicly traded securities
beginning of year $109,856 · end of year $107,434
-
15 · Other assets
beginning of year $3,453,982 · end of year $3,453,982
-
17 · Accounts payable and accrued expenses
beginning of year $1,858 · end of year $21,682
-
19 · Deferred revenue
beginning of year $84,192 · end of year $84,792
-
23 · Secured mortgages and notes payable
beginning of year $128,611 · end of year $114,593
-
27 · Net assets without donor restrictions
beginning of year $3,841,961 · end of year $3,775,535
Mission and programs · 2023
Mission
TO FOSTER A COMMUNITY IN WHICH EACH CITIZEN CONTRIBUTES TO THE PRESERVATION OF HISTORIC STRUCTURES AND AREAS OF GEORGETOWN. IN DOING SO, PEOPLE CAN IMMERSE THEMSELVES IN THE RICH CULTURE & KNOWLEDGE OF OUR TOWN'S HISTORY.
-
OVER THE YEARS, WE HAVE HANDLED THE ACQUISITION AND PRESERVATION OF HISTORIC STRUCTURES AS WELL AS THE CONSERVATION OF THE SETTING THROUGH OPEN LANDS, PROMOTION OF HERITAGE TOURISM, CULTURAL AND FUNDRAISING EVENTS, PUBLICATIONS, EDUCATIONAL COURSES, AND A CONSTANTAND SOMETIMES BOISTEROUS COMMITMENT TO THE INTEGRITY OF THE LANDMARK DISTRICT. TODAY, WE CONTINUOUSLY PURSUE OUR HISTORIC PRESERVATION GOALS THROUGH COMMUNITY EDUCATION PROGRAMS, RESTORATION PROJECTS, HISTORICAL PROPERTY CONSERVATION MOVEMENTS, AND MORE.
Expenses $192,692 · Revenue $58,675
As filed on the 2023 return.
Listed in Part VII
-
Nancy HaleNANCY HALE
EXECUTIVE DI
- Total calculated
- $67,083
- From this org
- $67,083
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Elizabeth MontgomeryELIZABETH MONTGOMERY
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Jan ShirlawJAN SHIRLAW
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Ellen ElliottELLEN ELLIOTT
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Gregg PedersonGREGG PEDERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Norma HafensteinNORMA HAFENSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Mary SmithMARY SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Robert GibbsROBERT GIBBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Kathy HoeftKATHY HOEFT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Gary FaseltGARY FASELT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Sue KnousSUE KNOUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Les MaesLES MAES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Jim BlugermanJIM BLUGERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
John SprungerJOHN SPRUNGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
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
- 4 September 2024
- IRS schema version
- 2023v5.0
- Source object
- 202432499349301838
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