Form 990 for tax year 2023
Filed by BALTIMORE COUNTY HISTORICAL SOCIETY INC.
Totals
- Total revenue
- $79,826
- Total expenses
- $87,209
- Contributions and grants received
- $55,564
- Grants paid
- $0
- Program service revenue
- $6,493
- Investment income
- $2,817
- Other revenue
- $14,952
- Total assets, end of year
- $143,608
- Total liabilities, end of year
- $864
- Net assets or fund balances, end of year
- $142,744
- Program services expenses (Part IX)
- $50,672
- Management and general expenses
- $36,537
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $50,672
Program services were 58.1% 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
$13,074
-
1e · Government grants (contributions)
$26,000
-
1f · All other contributions, gifts and grants
$16,490
-
2a · Program service revenue: RESEARCH AND COPY FEES
total $998 · related or exempt $998
-
2b · Program service revenue: SPECIAL PUBLIC EVENTS
total $5,495 · related or exempt $5,495
-
3 · Investment income
total $2,817 · related or exempt $2,817
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $11,853
-
6c · Rental income or loss
real property $11,853
-
6d · Net rental income or loss
total $11,853 · related or exempt $11,853
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$6,671
-
10b · Cost of goods sold
$3,572
-
10c · Net income from sales of inventory
total $3,099 · related or exempt $3,099
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $49,542 · program services $33,193 · management and general $16,349
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $3,600 · program services $2,400 · management and general $1,200
-
10 · Payroll taxes
total $3,985 · program services $2,670 · management and general $1,315
-
11a · Fees: management
total $1,772 · program services $1,187 · management and general $585
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $3,150 · management and general $3,150
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $150 · management and general $150
-
11g · Fees: other
total $966 · program services $647 · management and general $319
-
12 · Advertising and promotion
total $56 · management and general $56
-
13 · Office expenses
total $4,117 · management and general $4,117
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $755 · program services $506 · management and general $249
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $305 · program services $204 · management and general $101
-
23 · Insurance
total $3,032 · management and general $3,032
-
24a · Other expenses: Printing and Publications
total $4,338 · program services $2,906 · management and general $1,432
-
24b · Other expenses: Training and Education
total $3,800 · program services $2,546 · management and general $1,254
-
24c · Other expenses: Special Event Expenses
total $3,458 · program services $3,458
-
24d · Other expenses: Telephone and Internet
total $1,858 · management and general $1,858
-
24e · All other expenses
total $2,325 · program services $955 · management and general $1,370
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $23,951 · end of year $18,555
-
2 · Savings and temporary cash investments
beginning of year $41,213 · end of year $43,880
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $11,593 · end of year $9,929
-
9 · Prepaid expenses and deferred charges
beginning of year $3,682 · end of year $1,285
-
10a · Land, buildings and equipment: cost or other basis
$144,801
-
10b · Land, buildings and equipment: accumulated depreciation
$143,939
-
10c · Land, buildings and equipment, net
beginning of year $1,167 · end of year $862
-
11 · Investments: publicly traded securities
beginning of year $62,684 · end of year $69,097
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $592 · end of year $863
-
25 · Other liabilities
end of year $1
-
27 · Net assets without donor restrictions
beginning of year $130,191 · end of year $129,237
-
28 · Net assets with donor restrictions
beginning of year $13,507 · end of year $13,507
Mission and programs · 2023
Mission
The Historical Society of Baltimore County Collects, Preserves and Interprets the Rich History of Baltimore County for the Education and Enjoyment of Present and Future Generations.
-
CULTURAL COLLECTIONS - RECEIVE, STORE, AND DISPLAY HISTORIC ARTIFACTS DEMONSTRATING LIVING CONDITIONS, LIFE STYLE AND EQUIPMENT PERTAINING TO HISTORIC EVENTS AND DAY TO DAY LIFE IN BALTIMORE COUNTY. FARM MUSEUM - MAINTAIN A BARN HOUSING DISLPAYS OF EARLY BALTIMORE COUNTY MODES OF TRANSPORTATION , FARMING EQUIPMENT AND OTHER ITEMS OF INTEREST TO THE PUBLIC.
Expenses $25,336
-
LIBRARY - ASSIST MANY INDIVIDUALS WITH ANCESTORY RESEARCH AND PROVIDE REFERENCE SERVICES TO THE GENERAL PUBLIC
Expenses $12,668
-
HISTORY TRAILS, NEWSLETTERS, AND PROGRAMS - PUBLISH PUBLICATIONS INTERPRETING ASPECTS OF BALTIMORE COUNTY HISTORY, PRODUCE NEWSLETTERS WITH RECENT EVENTS AND ADDITIONS TO THE HISTORICAL SOCIETY'S COLLECTIOSN, AND CONDUCT EDUCATIONAL PROGRAMS FOR MEMBERS AND THE PUBLIC.
Expenses $12,668
As filed on the 2023 return.
Listed in Part VII
-
James KefferJAMES KEFFER
EXECUTIVE DIRECTOR
- Total calculated
- $49,542
- From this org
- $49,542
- From related orgs
- $0
- Other
- $0
- Hours/week
- 32
-
Penelope FallonPENELOPE FALLON
President
- Total calculated
- $0
- Hours/week
- 5
-
Teri Dorsey RisingTERI DORSEY RISING
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
Angelique Pefinis-NewportANGELIQUE PEFINIS-NEWPORT
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Armand ShankARMAND SHANK
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Taylor BattonTAYLOR BATTON
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey BrotmanJEFFREY BROTMAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
John GaspariniJOHN GASPARINI
Director
- Total calculated
- $0
- Hours/week
- 2
-
Nancy GoldringNANCY GOLDRING
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey HigdonJEFFREY HIGDON
Director
- Total calculated
- $0
- Hours/week
- 2
-
James M LongJAMES M LONG
Director
- Total calculated
- $0
- Hours/week
- 15
-
Katie OrrisKATIE ORRIS
Director
- Total calculated
- $0
- Hours/week
- 2
-
Diane YoungDIANE YOUNG
Director
- 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
- 23 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433289349300603
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