Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $4,000

• 3 · Investment income

  total $1,690,404 · unrelated business $56,843 · excluded $1,633,561

• 7a · Gross sales of assets other than inventory

  securities $19,695,562

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

  securities $16,378,979 · other assets -$50

• 7c · Gain or loss

  securities $3,316,583 · other assets $50

• 7d · Net gain or loss

  total $3,316,633 · excluded $3,316,633

• 11d · All other revenue

  total $149,529 · related or exempt $149,529

• 11e · Other revenue, total

  $149,529

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $642,769 · program services $642,769

• 5 · Compensation of officers, directors and key employees

  total $890,429 · program services $675,635 · management and general $213,624 · fundraising $1,170

• 7 · Other salaries and wages

  total $701,438 · program services $532,234 · management and general $168,283 · fundraising $921

• 8 · Pension plan contributions

  total $48,318 · program services $36,663 · management and general $11,592 · fundraising $63

• 9 · Other employee benefits

  total $52,305 · program services $39,687 · management and general $12,549 · fundraising $69

• 10 · Payroll taxes

  total $93,496 · program services $70,942 · management and general $22,431 · fundraising $123

• 11a · Fees: management

  total $3,398 · program services $2,970 · management and general $428

• 11b · Fees: legal

  total $38,026 · program services $33,231 · management and general $4,795

• 11c · Fees: accounting

  total $103,779 · program services $90,693 · management and general $13,086

• 11d · Fees: lobbying

  total $1,439 · program services $1,258 · management and general $181

• 11f · Fees: investment management

  total $552,066 · management and general $552,066

• 11g · Fees: other

  total $1,090,893 · program services $953,340 · management and general $137,553

• 12 · Advertising and promotion

  total $159,650 · program services $52,185 · management and general $107,465

• 13 · Office expenses

  total $127,941 · program services $96,774 · management and general $31,000 · fundraising $167

• 14 · Information technology

  total $14,306 · program services $10,855 · management and general $3,432 · fundraising $19

• 16 · Occupancy

  total $139,422 · program services $105,458 · management and general $33,782 · fundraising $182

• 17 · Travel

  total $54,494 · program services $14,657 · management and general $39,837

• 19 · Conferences, conventions and meetings

  total $7,040 · program services $5,002 · management and general $2,038

• 22 · Depreciation, depletion and amortization

  total $43,092 · program services $32,698 · management and general $10,338 · fundraising $56

• 23 · Insurance

  total $15,567 · program services $11,812 · management and general $3,735 · fundraising $20

• 24a · Other expenses: MEMBERSHIP DUES

  total $39,689 · program services $11,950 · management and general $27,739

• 24b · Other expenses: COMMUNITY ENGAGEMENT

  total $11,967 · management and general $11,967

• 24e · All other expenses

  total $19,632 · program services $11,739 · management and general $7,893

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $350,559 · end of year $437,224

• 2 · Savings and temporary cash investments

  beginning of year $1,519,898 · end of year $1,330,020

• 4 · Accounts receivable

  beginning of year $42,882 · end of year $57,187

• 9 · Prepaid expenses and deferred charges

  beginning of year $98,893 · end of year $60,942

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

  $456,944

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

  $317,357

• 10c · Land, buildings and equipment, net

  beginning of year $177,454 · end of year $139,587

• 11 · Investments: publicly traded securities

  beginning of year $57,844,067 · end of year $63,898,147

• 12 · Investments: other securities

  beginning of year $27,598,429 · end of year $26,910,418

• 14 · Intangible assets

  beginning of year $473,454 · end of year $358,423

• 17 · Accounts payable and accrued expenses

  beginning of year $816,629 · end of year $523,880

• 18 · Grants payable

  beginning of year $1,791,564 · end of year $1,332,481

• 25 · Other liabilities

  beginning of year $661,881 · end of year $507,215

• 27 · Net assets without donor restrictions

  beginning of year $84,834,062 · end of year $90,826,872

• 28 · Net assets with donor restrictions

  beginning of year $1,500 · end of year $1,500

The filer's explanations (Part III)

PART I, LINE 7

BONUSES ARE AWARDED BASED UPON THE ACHIEVEMENT OF INDIVIDUAL PERFORMANCE.