Form 990 for tax year 2023
Filed by LANDMARK SOCIETY OF WESTERN NEW YORK INC.
Totals
- Total revenue
- $1,357,410
- Total expenses
- $1,340,814
- Contributions and grants received
- $385,525
- Grants paid
- $0
- Program service revenue
- $631,687
- Investment income
- $317,568
- Other revenue
- $22,630
- Total assets, end of year
- $7,378,259
- Total liabilities, end of year
- $113,440
- Net assets or fund balances, end of year
- $7,264,819
- Program services expenses (Part IX)
- $1,075,784
- Management and general expenses
- $187,955
- Fundraising expenses
- $77,075
- Program service expenses (Part III)
- $1,075,784
Program services were 80.2% 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
$87,205
-
1e · Government grants (contributions)
$58,000
-
1f · All other contributions, gifts and grants
$240,320
-
2a · Program service revenue: EVENTS AND TOURS
total $530,509 · related or exempt $530,509
-
2b · Program service revenue: PRESERVATION SERVICES
total $84,935 · related or exempt $84,935
-
2c · Program service revenue: SITE ADMISSIONS
total $16,243 · related or exempt $16,243
-
3 · Investment income
total $151,710 · excluded $151,710
-
7a · Gross sales of assets other than inventory
securities $504,622
-
7b · Less cost or other basis and sales expenses
securities $338,764
-
7c · Gain or loss
securities $165,858
-
7d · Net gain or loss
total $165,858 · excluded $165,858
-
10a · Gross sales of inventory
$83
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $83 · related or exempt $83
-
11a · Other revenue: OTHER REVENUE
total $22,547 · related or exempt $22,547
-
11e · Other revenue, total
$22,547
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $221,102 · program services $164,654 · management and general $39,113 · fundraising $17,335
-
7 · Other salaries and wages
total $413,444 · program services $307,893 · management and general $73,138 · fundraising $32,413
-
8 · Pension plan contributions
total $12,356 · program services $9,201 · management and general $2,186 · fundraising $969
-
9 · Other employee benefits
total $59,438 · program services $44,263 · management and general $10,515 · fundraising $4,660
-
10 · Payroll taxes
total $45,323 · program services $33,752 · management and general $8,018 · fundraising $3,553
-
11b · Fees: legal
total $950 · program services $475 · management and general $475
-
11c · Fees: accounting
total $12,750 · management and general $12,750
-
11g · Fees: other
total $19,676 · program services $8,690 · management and general $2,297 · fundraising $8,689
-
13 · Office expenses
total $14,006 · program services $9,611 · management and general $1,149 · fundraising $3,246
-
16 · Occupancy
total $34,970 · program services $34,970
-
17 · Travel
total $2,840 · program services $2,840
-
22 · Depreciation, depletion and amortization
total $12,989 · program services $12,989
-
23 · Insurance
total $29,521 · program services $14,761 · management and general $14,760
-
24a · Other expenses: EVENTS AND TOURS
total $294,820 · program services $294,820
-
24b · Other expenses: LAWN AND GARDEN
total $34,557 · program services $34,557
-
24c · Other expenses: COMMUNITY AWARENESS
total $30,195 · program services $30,195
-
24d · Other expenses: EQUIPMENT
total $28,424 · program services $25,582 · management and general $2,842
-
24e · All other expenses
total $73,453 · program services $46,531 · management and general $20,712 · fundraising $6,210
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $395,823 · end of year $12,649
-
2 · Savings and temporary cash investments
beginning of year $151,814 · end of year $372,015
-
3 · Pledges and grants receivable
end of year $3,275
-
4 · Accounts receivable
beginning of year $95,529 · end of year $104,001
-
8 · Inventories for sale or use
beginning of year $1,029 · end of year $1,043
-
9 · Prepaid expenses and deferred charges
beginning of year $178,304 · end of year $188,147
-
10a · Land, buildings and equipment: cost or other basis
$1,059,714
-
10b · Land, buildings and equipment: accumulated depreciation
$796,310
-
10c · Land, buildings and equipment, net
beginning of year $215,743 · end of year $263,404
-
11 · Investments: publicly traded securities
beginning of year $5,000,560 · end of year $5,548,088
-
15 · Other assets
beginning of year $858,860 · end of year $885,637
-
17 · Accounts payable and accrued expenses
beginning of year $49,773 · end of year $72,162
-
19 · Deferred revenue
beginning of year $102,963 · end of year $41,142
-
21 · Escrow or custodial account liability
beginning of year $21,982 · end of year $136
-
27 · Net assets without donor restrictions
beginning of year $4,885,825 · end of year $5,488,567
-
28 · Net assets with donor restrictions
beginning of year $1,837,119 · end of year $1,776,252
Mission and programs · 2023
Mission
SEE SCHEDULE O
-
PRESERVATION - THE SOCIETY'S PRESERVATION WORK ENCOMPASSES ASSISTANCE WITH THE PREPARATION OF HISTORIC DESIGNATION APPLICATIONS, THE PRODUCTION OF IMPACT STUDIES, HISTORIC PRESERVATION REVIEW AND ASSESSMENT RESOURCES, CONSULTATION SERVICES AND OTHER COMMUNICATION AND RESOURCE PREPARATION TO AID PRESERVATIONISTS, PROPERTY OWNERS, DEVELOPERS AND GOVERNMENT ENTITIES IN THEIR INTERACTIONS WITH PRESERVATION ISSUES, DISTRICTS, PROJECTS AND PROPERTIES. THE DIRECT SERVICE AREA OF THE LANDMARK SOICETY INCLUDES THE NINE ADJACENT COUNTIES TO MONROE COUNTY, NEW YORK; ORLEANS, GENESEE, WYOMING, LIVINGSTON, ONTARIO, YATES, SENECA, AND WAYNE.
Expenses $780,964 · Revenue $84,935
-
THE LANDMARK SOCIETY OF WESTERN NEW YORK HAS EVENTS AND TOURS TO SHOW AUDIENCES THE LANDMARK BUILDINGS AND STRUCTURES THAT IS PRESERVES. IT DOES SO THROUGH PROMGRAMMING OF CLASSES, LECTURES AND TOURS OF THE FACILITIES. THESE PROGRAMS ARE EDUCATIONAL PROGRAMS PLANNED TO PROVIDE THE PUBLIC WITH INFORMATION ON OLDER HOUSE PRESERVATION, COMMUNITY BUILDING AND APPROPRIATE STEWARDSHIP OF THE BUILT ENVIRONMENT.
Expenses $294,820 · Revenue $530,509
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Matthew LenahanMATTHEW LENAHAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Timothy ForsterTIMOTHY FORSTER
VP-PROPERTIES
- Total calculated
- $0
- Hours/week
- 2
-
James MarascoJAMES MARASCO
VP-FINANCE & TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Karen HigmanKAREN HIGMAN
VP-DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 2
-
Lauren Gallina-PayneLAUREN GALLINA-PAYNE
VP-PRESERVATION
- Total calculated
- $0
- Hours/week
- 2
-
William Porter SrWILLIAM PORTER SR
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Christopher CarrettaCHRISTOPHER CARRETTA
TRUSTEE AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Karen WolfKAREN WOLF
TRUSTEE AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Erin AnheierERIN ANHEIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christopher BrandtCHRISTOPHER BRANDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Craig BurtonCRAIG BURTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amanda DreherAMANDA DREHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Shawn DunwoodySHAWN DUNWOODY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gerald GammGERALD GAMM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dorian HallDORIAN HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Grant HolcombGRANT HOLCOMB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kate KarlKATE KARL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Esther KrakowerESTHER KRAKOWER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jerry LudwigJERRY LUDWIG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ebony Miller-WelseyEBONY MILLER-WELSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Randy MorgensternRANDY MORGENSTERN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kim PalmaKIM PALMA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jane ParkerJANE PARKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey PollockJEFFREY POLLOCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ronald Reed MDRONALD REED MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Richard SarkisRICHARD SARKIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Victor SanchezVICTOR SANCHEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Larry StaubLARRY STAUB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jason StrebJASON STREB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Wayne GoodmanWAYNE GOODMAN
EXECUTIVE DIRECTOR
- Total calculated
- $142,368
- From this org
- $137,586
- From related orgs
- $0
- Other
- $4,782
- Hours/week
- 40
-
Andrew LambrixANDREW LAMBRIX
DIRECTOR OF FINANCE
- Total calculated
- $78,734
- From this org
- $49,778
- From related orgs
- $0
- Other
- $28,956
- 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
- 2023
- Filed
- 22 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432969349301618
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.