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← JEFFERSON COUNTY HISTORICAL AND GENEALOGICAL SOCIETY INCORPORATED

Form 990 for tax year 2023

Filed by JEFFERSON COUNTY HISTORICAL AND GENEALOGICAL SOCIETY INCORPORATED.

Totals

Total revenue
$355,199
Total expenses
$183,179
Contributions and grants received
$339,024
Grants paid
$0
Program service revenue
$4,013
Investment income
-$593
Other revenue
$12,755
Total assets, end of year
$1,344,205
Total liabilities, end of year
$19,684
Net assets or fund balances, end of year
$1,324,521
Program services expenses (Part IX)
$153,637
Management and general expenses
$29,542
Fundraising expenses
$0
Program service expenses (Part III)
$153,637

Program services were 83.9% 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

    $8,095

  • 1e · Government grants (contributions)

    $18,014

  • 1f · All other contributions, gifts and grants

    $312,915

  • 2a · Program service revenue: ADMISSIONS

    total $4,013 · related or exempt $4,013

  • 3 · Investment income

    total $4,445 · related or exempt $4,445

  • 7a · Gross sales of assets other than inventory

    securities $199,587

  • 7b · Less cost or other basis and sales expenses

    securities $204,625

  • 7c · Gain or loss

    securities -$5,038

  • 7d · Net gain or loss

    total -$5,038 · related or exempt -$5,038

  • 8a · Fundraising events: gross income

    $14,374

  • 8b · Fundraising events: direct expenses

    $9,852

  • 8c · Net income from fundraising events

    total $4,522

  • 10a · Gross sales of inventory

    $6,387

  • 10c · Net income from sales of inventory

    total $6,387 · related or exempt $6,387

  • 11a · Other revenue: OTHER INCOME

    total $1,846 · related or exempt $1,846

  • 11e · Other revenue, total

    $1,846

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $37,142 · program services $17,140 · management and general $20,002

  • 10 · Payroll taxes

    total $2,301 · program services $1,058 · management and general $1,243

  • 11c · Fees: accounting

    total $2,404 · program services $2,236 · management and general $168

  • 12 · Advertising and promotion

    total $1,001 · program services $931 · management and general $70

  • 13 · Office expenses

    total $14,174 · program services $13,182 · management and general $992

  • 16 · Occupancy

    total $28,045 · program services $26,082 · management and general $1,963

  • 20 · Interest

    total $616 · management and general $616

  • 22 · Depreciation, depletion and amortization

    total $27,227 · program services $25,953 · management and general $1,274

  • 23 · Insurance

    total $9,591 · program services $8,920 · management and general $671

  • 24a · Other expenses: MUSEUM SUPPLIES

    total $18,431 · program services $18,431

  • 24b · Other expenses: GRANT EXPENSES

    total $17,487 · program services $17,487

  • 24c · Other expenses: CUP ENDOWMENT EXPENSE

    total $4,090 · program services $4,090

  • 24d · Other expenses: COMPUTER EXPENSES

    total $3,800 · program services $3,534 · management and general $266

  • 24e · All other expenses

    total $16,870 · program services $14,593 · management and general $2,277

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $23,759 · end of year $9,927

  • 2 · Savings and temporary cash investments

    beginning of year $40,818 · end of year $246,256

  • 8 · Inventories for sale or use

    beginning of year $26,359 · end of year $14,418

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

    $1,088,142

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

    $379,460

  • 10c · Land, buildings and equipment, net

    beginning of year $612,769 · end of year $708,682

  • 11 · Investments: publicly traded securities

    beginning of year $254,197 · end of year $176,245

  • 15 · Other assets

    beginning of year $188,677 · end of year $188,677

  • 24 · Unsecured notes and loans payable

    beginning of year $20,362 · end of year $18,498

  • 25 · Other liabilities

    beginning of year $1,946 · end of year $1,186

  • 27 · Net assets without donor restrictions

    beginning of year $861,247 · end of year $1,148,276

  • 28 · Net assets with donor restrictions

    beginning of year $263,024 · end of year $176,245

Mission and programs · 2023

Mission

TO PRESERVE, MAINTAIN AND RESTORE HISTORICAL ARTIFACTS AND INFORMATION FOR FUTURE GENERATIONS.

  • THE HISTORY CENTER WAS ORGANIZED TO PRESERVE AND MAINTAIN ARTIFACTS AND EXHIBIT THEM FOR PUBLIC VIEWING.

    Expenses $153,637

As filed on the 2023 return.

Listed in Part VII

  • Larry Anthony

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Eric Armstrong

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Linda Barnes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Colleen Cooney

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Searls Deb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Headle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Arthur McKinley

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Tracy Metherd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Salsgiver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ron Shrewsbury

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tracey Zents

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

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
31 October 2024
IRS schema version
2023v5.0
Source object
202413169349301136

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