Form 990 for tax year 2022
Filed by BENZIE AREA HISTORICAL SOCIETY.
Totals
- Total revenue
- $136,597
- Total expenses
- $194,368
- Contributions and grants received
- $126,359
- Grants paid
- $0
- Program service revenue
- $9,353
- Investment income
- $15
- Other revenue
- $870
- Total assets, end of year
- $1,172,515
- Total liabilities, end of year
- $7,250
- Net assets or fund balances, end of year
- $1,165,265
- Program services expenses (Part IX)
- $164,493
- Management and general expenses
- $26,904
- Fundraising expenses
- $2,971
- Program service expenses (Part III)
- $164,493
Program services were 84.6% 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.
-
1e · Government grants (contributions)
$16,530
-
1f · All other contributions, gifts and grants
$109,829
-
2a · Program service revenue: MUSEUM & PUBLICATIONS
total $6,667 · related or exempt $6,667
-
2b · Program service revenue: TOURS
total $2,686 · related or exempt $2,686
-
3 · Investment income
total $6,956 · related or exempt $6,956
-
7a · Gross sales of assets other than inventory
securities $60,601
-
7b · Less cost or other basis and sales expenses
securities $67,542
-
7c · Gain or loss
securities -$6,941
-
7d · Net gain or loss
total -$6,941 · related or exempt -$6,941
-
11a · Other revenue: OTHER INCOME
total $870 · related or exempt $870
-
11e · Other revenue, total
$870
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $60,253 · program services $51,215 · management and general $9,038
-
10 · Payroll taxes
total $4,966 · program services $4,221 · management and general $745
-
11c · Fees: accounting
total $4,785 · management and general $4,785
-
12 · Advertising and promotion
total $16,508 · program services $16,508
-
14 · Information technology
total $13,047 · program services $11,090 · management and general $1,957
-
16 · Occupancy
total $23,198 · program services $19,718 · management and general $3,480
-
22 · Depreciation, depletion and amortization
total $40,002 · program services $40,002
-
23 · Insurance
total $3,348 · program services $2,846 · management and general $502
-
24a · Other expenses: EXHIBITS EXPENSE
total $8,983 · program services $8,983
-
24b · Other expenses: STORE EXPENSE
total $5,707 · program services $5,707
-
24c · Other expenses: GENERAL & ADMINISTRATIVE
total $4,806 · management and general $4,806
-
24d · Other expenses: PROGRAM EXPENSE
total $3,041 · program services $3,041
-
24e · All other expenses
total $5,724 · program services $1,162 · management and general $1,591 · fundraising $2,971
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $58,437 · end of year $61,563
-
2 · Savings and temporary cash investments
beginning of year $49,898 · end of year $125,939
-
8 · Inventories for sale or use
beginning of year $3,283 · end of year $2,518
-
9 · Prepaid expenses and deferred charges
end of year $4,850
-
10a · Land, buildings and equipment: cost or other basis
$1,013,791
-
10b · Land, buildings and equipment: accumulated depreciation
$467,335
-
10c · Land, buildings and equipment, net
beginning of year $575,226 · end of year $546,456
-
11 · Investments: publicly traded securities
beginning of year $627,131 · end of year $431,189
-
17 · Accounts payable and accrued expenses
beginning of year $4,068 · end of year $2,250
-
19 · Deferred revenue
end of year $5,000
-
27 · Net assets without donor restrictions
beginning of year $1,309,907 · end of year $1,165,265
Mission and programs · 2022
Mission
TO PRESERVE THE HISTORY OF BENZIE COUNTY WITH ARTIFACTS, PROGRAMS AND ONLINE ACCESS TO GENEOLOGICAL RECORDS.
-
TO EDUCATE THE PUBLIC ABOUT BENZIE COUNTY HISTORY AND MAINTAIN HISTORICAL ITEMS.
Expenses $164,493 · Revenue $9,353
As filed on the 2022 return.
Listed in Part VII
-
JOHN COLLINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PHYLLIS KLADDER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JERRY HEIMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
LARRY WHITE
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
TRUDI HOOK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
LINDA WOOD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
DAVE REID
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TIM FOSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JANE FREELAND-GERSCHICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DON HARRISON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CHUCK KRAUS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STACEY DANIELS
BOARD MEMBER
- 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
- 2022
- Filed
- 17 April 2023
- IRS schema version
- 2022v5.0
- Source object
- 202331149349301508
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