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← WESTMORELAND FAYETTE HISTORICAL SOCIETY

Form 990 for tax year 2022

Filed by WESTMORELAND FAYETTE HISTORICAL SOCIETY.

What the amendment changed

Compared with the return it replaced , filed 15 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$366,313 changed to $372,676
Total expenses
$599,095 changed to $603,585
Contributions and grants received
$164,071 changed to $185,043
Program service revenue
$47,630 changed to $31,564
Other revenue
$153,526 changed to $154,983
Total assets, end of year
$1,011,842 changed to $1,014,896
Total liabilities, end of year
$168,637 changed to $168,661
Net assets or fund balances, end of year
$843,205 changed to $846,235
Program services expenses
$482,232 changed to $487,289
Management and general expenses
$106,632 changed to $106,111
Fundraising expenses
$10,231 changed to $10,185
Program service expenses (Part III)
$482,232 changed to $487,289

Totals

Total revenue
$372,676
Total expenses
$603,585
Contributions and grants received
$185,043
Grants paid
$0
Program service revenue
$31,564
Investment income
$1,086
Other revenue
$154,983
Total assets, end of year
$1,014,896
Total liabilities, end of year
$168,661
Net assets or fund balances, end of year
$846,235
Program services expenses (Part IX)
$487,289
Management and general expenses
$106,111
Fundraising expenses
$10,185
Program service expenses (Part III)
$487,289

Program services were 80.7% 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

    $4,175

  • 1f · All other contributions, gifts and grants

    $180,868

  • 2a · Program service revenue: PROGRAM SERVICES

    total $31,564 · related or exempt $31,564

  • 3 · Investment income

    total $1,086 · excluded $1,086

  • 6a · Gross rents

    real property $165,942

  • 6b · Less rental expenses

    real property $24,808

  • 6c · Rental income or loss

    real property $141,134

  • 6d · Net rental income or loss

    total $141,134 · excluded $141,134

  • 10a · Gross sales of inventory

    $10,039

  • 10c · Net income from sales of inventory

    total $10,039 · related or exempt $10,039

  • 11a · Other revenue: MISCELLANEOUS

    total $3,810 · related or exempt $3,810

  • 11e · Other revenue, total

    $3,810

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $243,091 · program services $158,009 · management and general $79,005 · fundraising $6,077

  • 9 · Other employee benefits

    total $8,308 · program services $5,400 · management and general $2,700 · fundraising $208

  • 10 · Payroll taxes

    total $20,946 · program services $13,615 · management and general $6,807 · fundraising $524

  • 11b · Fees: legal

    total $47,347 · program services $47,347

  • 11f · Fees: investment management

    total $281 · management and general $281

  • 12 · Advertising and promotion

    total $14,210 · program services $14,210

  • 13 · Office expenses

    total $19,873 · program services $15,254 · management and general $4,619

  • 14 · Information technology

    total $5,192 · program services $4,673 · management and general $519

  • 16 · Occupancy

    total $67,417 · program services $60,268 · management and general $7,149

  • 17 · Travel

    total $4,252 · program services $3,189 · management and general $1,063

  • 20 · Interest

    total $91 · management and general $91

  • 22 · Depreciation, depletion and amortization

    total $35,485 · program services $32,342 · management and general $3,143

  • 23 · Insurance

    total $33,757 · program services $30,381 · fundraising $3,376

  • 24a · Other expenses: PROGRAM EXPENSES

    total $87,032 · program services $87,032

  • 24b · Other expenses: SUBCONTRACTING EXPENSE

    total $8,902 · program services $8,902

  • 24c · Other expenses: MEMBERSHIPS, DUES, ETC.

    total $4,473 · program services $4,249 · management and general $224

  • 24d · Other expenses: MEALS AND ENTERTAINMENT

    total $2,018 · program services $1,513 · management and general $505

  • 24e · All other expenses

    total $910 · program services $905 · management and general $5

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $473 · end of year $1,050

  • 2 · Savings and temporary cash investments

    beginning of year $310,376 · end of year $107,078

  • 3 · Pledges and grants receivable

    end of year $20,972

  • 4 · Accounts receivable

    beginning of year $874 · end of year $3,603

  • 7 · Other notes and loans receivable

    beginning of year $95,980 · end of year $93,486

  • 9 · Prepaid expenses and deferred charges

    end of year $3,224

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

    $1,222,022

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

    $453,737

  • 10c · Land, buildings and equipment, net

    beginning of year $748,331 · end of year $768,285

  • 11 · Investments: publicly traded securities

    beginning of year $44,249

  • 12 · Investments: other securities

    beginning of year -$31,025 · end of year -$27,215

  • 14 · Intangible assets

    beginning of year $33,062 · end of year $44,206

  • 15 · Other assets

    end of year $207

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,479 · end of year $28,118

  • 19 · Deferred revenue

    beginning of year $43,490 · end of year $62,392

  • 23 · Secured mortgages and notes payable

    beginning of year $68,233 · end of year $78,151

  • 27 · Net assets without donor restrictions

    beginning of year $778,697 · end of year $722,433

  • 28 · Net assets with donor restrictions

    beginning of year $304,421 · end of year $123,802

Mission and programs · 2022

Mission

THE MISSION OF THE WEST OVERTON MUSEUM IS TO ILLUSTRATE THE HISTORY OF THE WEST OVERTON VILLAGE, ITS DISTILLERY, COAL AND COKE HERITAGE AND THE BIRTHPLACE OF HENRY CLAY FRICK.

  • WEST OVERTON PROVIDES A HANDS-ON EDUCATIONAL EXPERIENCE TO VISITORS THROUGH SCHOLARLY EXHIBITRY AND RELATED EVENTS, IN CONJUCTION WITH COLLECTION CARE AND RESEARCH NECESSARY TO CREATE AND SUSTAIN SUCH PROGRAMMATIC MATERIAL TO EFFECTIVELY ENGAGE OUR AUDIENCE.

    Expenses $487,289 · Revenue $47,630

As filed on the 2022 return.

Listed in Part VII

  • Rick Rega

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Vince Mascia

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Tiffany Guittap

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Pilar Herr

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Larry Ansell

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Marks

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sam Komlenic

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Megan Sheesly

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Aaron Hollis Jr

    CO EXEC DIRE

    Total calculated
    $53,400
    From this org
    $53,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Patrick Bochy

    CO EXEC DIRE

    Total calculated
    $51,500
    From this org
    $51,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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
15 November 2023
IRS schema version
2022v5.0
Source object
202401099349300940

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