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← BRADFORD HOUSE HISTORICAL ASSOCIATION

Form 990 for tax year 2023

Filed by BRADFORD HOUSE HISTORICAL ASSOCIATION.

Totals

Total revenue
$217,001
Total expenses
$240,538
Contributions and grants received
$204,485
Grants paid
$0
Program service revenue
$10,408
Investment income
$2,022
Other revenue
$86
Total assets, end of year
$336,431
Total liabilities, end of year
$15,463
Net assets or fund balances, end of year
$320,968
Program services expenses (Part IX)
$188,440
Management and general expenses
$20,178
Fundraising expenses
$31,920
Program service expenses (Part III)
$188,440

Program services were 78.3% 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.

  • 1c · Fundraising events

    $80,870

  • 1e · Government grants (contributions)

    $4,000

  • 1f · All other contributions, gifts and grants

    $119,615

  • 2a · Program service revenue: GROUP TOUR

    total $4,325 · related or exempt $4,325

  • 2b · Program service revenue: HOUSE TOUR

    total $4,255 · related or exempt $4,255

  • 2c · Program service revenue: SUMMER DAY CAMP

    total $1,600 · related or exempt $1,600

  • 2d · Program service revenue: TRAINING CLASSES

    total $228 · related or exempt $228

  • 3 · Investment income

    total $2,022 · related or exempt $2,022

  • 8a · Fundraising events: gross income

    $67,011

  • 8a · Fundraising events: contributions included on line 1c

    $80,870

  • 8b · Fundraising events: direct expenses

    $69,420

  • 8c · Net income from fundraising events

    total -$2,409

  • 10a · Gross sales of inventory

    $12,951

  • 10b · Cost of goods sold

    $10,456

  • 10c · Net income from sales of inventory

    total $2,495 · related or exempt $2,495

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $61,000 · program services $39,474 · management and general $9,326 · fundraising $12,200

  • 7 · Other salaries and wages

    total $32,264 · program services $25,811 · fundraising $6,453

  • 10 · Payroll taxes

    total $8,216 · program services $4,765 · management and general $1,151 · fundraising $2,300

  • 11c · Fees: accounting

    total $4,850 · management and general $4,850

  • 11g · Fees: other

    total $4,151 · program services $4,151

  • 12 · Advertising and promotion

    total $9,637 · program services $1,927 · fundraising $7,710

  • 13 · Office expenses

    total $45,835 · program services $44,528 · management and general $436 · fundraising $871

  • 14 · Information technology

    total $20,941 · program services $17,384 · management and general $1,463 · fundraising $2,094

  • 16 · Occupancy

    total $27,860 · program services $27,860

  • 22 · Depreciation, depletion and amortization

    total $1,001 · program services $1,001

  • 23 · Insurance

    total $11,199 · program services $10,528 · management and general $671

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $5,313 · program services $4,366 · management and general $797 · fundraising $150

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $5,161 · program services $5,161

  • 24c · Other expenses: OTHER OPERATING EXPENSES

    total $3,110 · program services $1,484 · management and general $1,484 · fundraising $142

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4 · end of year $190,803

  • 2 · Savings and temporary cash investments

    beginning of year $249,076 · end of year $31,323

  • 8 · Inventories for sale or use

    beginning of year $5,507 · end of year $5,507

  • 9 · Prepaid expenses and deferred charges

    end of year $2,600

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

    $46,296

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

    $17,112

  • 10c · Land, buildings and equipment, net

    beginning of year $30,185 · end of year $29,184

  • 11 · Investments: publicly traded securities

    beginning of year $60,798 · end of year $62,721

  • 15 · Other assets

    end of year $14,293

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,065 · end of year $1,170

  • 25 · Other liabilities

    end of year $14,293

  • 27 · Net assets without donor restrictions

    beginning of year $272,184 · end of year $225,658

  • 28 · Net assets with donor restrictions

    beginning of year $72,321 · end of year $95,310

Mission and programs · 2023

Mission

THE MISSION OF THE BRADFORD HOUSE HISTORICAL ASSOCIATION IS TO EDUCATE AS WE PRESERVE AND PROMOTE THE HISTORY AND HERITAGE OF THE DAVID BRADFORD HOUSE AND MUSEUM AND TO EDUCATE THE PUBLIC ON THE ROLE OF DAVID BRADFORD AND THE WHISKEY REBELLION IN SHAPING AMERICAN HISTORY.

Activities or mission (Part I)

THE MISSION OF THE BRADFORD HOUSE HISTORICAL ASSOCIATION IS TO EDUCATE AS WE PRESERVE AND PROMOTE THE HISTORY OF THE WHISKEY REBELLION AND THE 18TH CENTURY LIFE AND TIMES OF DAVID BRADFORD

  • EDUCATE THE PUBLIC AS TO THE ROLE OF THE BRADFORD HOUSE IN THE HISTORY OF THE REGION TO INCLUDE PROVIDING HOUSE TOURS TO EDUCATE VISITORS AS TO THE LIFE AND HISTORY OF THE BRADFORD FAMILY.

    Expenses $188,440 · Revenue $10,408

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tracie Liberatore

    EXECUTIVE DI

    Total calculated
    $61,000
    From this org
    $61,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Paula Anderson

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Carol De Angelo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • April Betzner

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Denise Cummins

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Tara Gleason

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Deborah Mainwaring

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Judy Mattozzi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Joe Murdoch

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Gary Recktenwald

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Michael Robinson

    PRESIDENT-EL

    Total calculated
    $0
    Hours/week
    2

  • Dorothy Tecklenburg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Angela De Thomas

    BOARD MEMBER

    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
2023
Filed
25 April 2024
IRS schema version
2023v5.0
Source object
202442099349300309

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