Totals
- Total revenue
- $145,784
- Total expenses
- $61,350
- Contributions and grants received
- $117,157
- Grants paid
- $1,000
- Program service revenue
- $3,972
- Investment income
- -$2,143
- Other revenue
- $26,798
- Total assets, end of year
- $1,158,247
- Total liabilities, end of year
- $1,000
- Net assets or fund balances, end of year
- $1,157,247
- Program services expenses (Part IX)
- $29,455
- Management and general expenses
- $29,761
- Fundraising expenses
- $2,134
- Program service expenses (Part III)
- $29,455
Program services were 48.0% 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.
-
1f · All other contributions, gifts and grants
$117,157
-
2a · Program service revenue: MISC RECEIPTS - GENERAL
total $3,067 · related or exempt $3,067
-
2b · Program service revenue: ADMISSIONS - AME
total $841 · related or exempt $841
-
2c · Program service revenue: SALES-POST CARDS
total $64 · related or exempt $64
-
3 · Investment income
total $6,466 · excluded $6,466
-
6a · Gross rents
real property $6,000
-
6c · Rental income or loss
real property $6,000
-
6d · Net rental income or loss
total $6,000 · excluded $6,000
-
7a · Gross sales of assets other than inventory
securities $6,391
-
7b · Less cost or other basis and sales expenses
other assets $15,000
-
7c · Gain or loss
securities $6,391 · other assets -$15,000
-
7d · Net gain or loss
total -$8,609 · related or exempt -$8,609
-
8a · Fundraising events: gross income
$31,300
-
8b · Fundraising events: direct expenses
$10,502
-
8c · Net income from fundraising events
total $20,798 · excluded $20,798
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,000 · program services $1,000
-
11a · Fees: management
total $548 · management and general $548
-
11c · Fees: accounting
total $19,680 · management and general $19,680
-
12 · Advertising and promotion
total $4,075 · program services $2,037 · management and general $815 · fundraising $1,223
-
13 · Office expenses
total $4,067 · program services $2,440 · management and general $1,220 · fundraising $407
-
16 · Occupancy
total $5,290 · program services $5,026 · management and general $264
-
22 · Depreciation, depletion and amortization
total $10,042 · program services $5,450 · management and general $4,592
-
23 · Insurance
total $4,808 · program services $4,568 · management and general $240
-
24a · Other expenses: REPAIR & MAINT - GEN
total $6,003 · program services $5,703 · management and general $300
-
24b · Other expenses: MISC DISBURSEMENT - GENER
total $2,518 · program services $1,259 · management and general $755 · fundraising $504
-
24c · Other expenses: REPAIT/MAINT - T/H GARDEN
total $1,605 · program services $1,525 · management and general $80
-
24d · Other expenses: FEES & LICENSES - HMI
total $1,139 · program services $57 · management and general $1,082
-
24e · All other expenses
total $575 · program services $390 · management and general $185
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $58 · end of year $61,294
-
2 · Savings and temporary cash investments
beginning of year $391,076 · end of year $381,264
-
10a · Land, buildings and equipment: cost or other basis
$782,940
-
10b · Land, buildings and equipment: accumulated depreciation
$207,596
-
10c · Land, buildings and equipment, net
beginning of year $583,596 · end of year $575,344
-
11 · Investments: publicly traded securities
beginning of year $125,258 · end of year $140,345
-
25 · Other liabilities
beginning of year $15,169 · end of year $1,000
-
27 · Net assets without donor restrictions
beginning of year $984,819 · end of year $1,057,247
-
28 · Net assets with donor restrictions
beginning of year $100,000 · end of year $100,000
Mission and programs · 2023
Mission
TO PRESERVE HISTORIC BUILDINGS AND EDUCATE THE PUBLIC ABOUT HISTORIC ARCHITECTURE.
-
PRESERVATION OF HISTORIC BUILDINGS AND EDUCATION OF THE PUBLIC ABOUT HISTORIC ARCHITECTURE.
Expenses $29,455 · Grants $1,000 · Revenue $3,972
-
PRESERVATION OF HISTORIC BUILDINGS AND EDUCATION OF THE PUBLIC ABOUT HISTORIC ARCHITECTURE.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John StaicerJOHN STAICER
PRESIDENT/ E
- Total calculated
- $73,305
- From this org
- $0
- From related orgs
- $68,081
- Other
- $5,224
-
Merritt AlcornMERRITT ALCORN
CHAIR EMERIT
- Total calculated
- $0
-
Jessica ButlerJESSICA BUTLER
DIRECTOR
- Total calculated
- $0
-
Lisa CutshallLISA CUTSHALL
VICE-PRESIDE
- Total calculated
- $0
-
Molly DodgeMOLLY DODGE
DIRECTOR
- Total calculated
- $0
-
Dr Thomas EckertDR THOMAS ECKERT
DIRECTOR
- Total calculated
- $0
-
John GalvinJOHN GALVIN
PRESIDENT EM
- Total calculated
- $0
-
Heidi Kendall-SageHEIDI KENDALL-SAGE
DIRECTOR
- Total calculated
- $0
-
Kelly LambertKELLY LAMBERT
DIRECTOR
- Total calculated
- $0
-
John MuesselJOHN MUESSEL
TREASURER
- Total calculated
- $0
-
Chuck RequetCHUCK REQUET
DIRECTOR
- Total calculated
- $0
-
Austin SimsAUSTIN SIMS
DIRECTOR
- Total calculated
- $0
-
Jon SmithJON SMITH
DIRECTOR
- Total calculated
- $0
-
Jill WiestJILL WIEST
SECRETARY
- Total calculated
- $0
-
Kevin YanceyKEVIN YANCEY
CHAIR
- Total calculated
- $0
-
Greg ZiesmerGREG ZIESMER
DIRECTOR
- Total calculated
- $0
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
HISTORIC MADISON FOUNDATION INC
501C3 · FUNDING · IN
Directly controlled by HMI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 August 2024
- IRS schema version
- 2023v5.0
- Source object
- 202422329349301122
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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