Form 990 for tax year 2024
Filed by BALTIMORE HERITAGE AREA ASSOCIATION INC.
Totals
- Total revenue
- $1,360,401
- Total expenses
- $1,331,043
- Contributions and grants received
- $1,175,433
- Grants paid
- $302,261
- Program service revenue
- $184,818
- Investment income
- $150
- Other revenue
- $0
- Total assets, end of year
- $595,251
- Total liabilities, end of year
- $323,517
- Net assets or fund balances, end of year
- $271,734
- Program services expenses (Part IX)
- $1,265,454
- Management and general expenses
- $57,896
- Fundraising expenses
- $7,693
- Program service expenses (Part III)
- $1,265,454
Program services were 95.1% 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.
-
1e · Government grants (contributions)
$1,014,971
-
1f · All other contributions, gifts and grants
$160,462
-
2a · Program service revenue: HISTORICAL MARKERS/SIG
total $164,199 · related or exempt $164,199
-
2b · Program service revenue: MENCKEN HOUSE
total $20,409 · related or exempt $20,409
-
2c · Program service revenue: OTHER PROGRAM
total $210 · related or exempt $210
-
3 · Investment income
total $150 · excluded $150
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $302,261 · program services $302,261
-
5 · Compensation of officers, directors and key employees
total $115,612 · program services $94,315 · management and general $19,560 · fundraising $1,737
-
7 · Other salaries and wages
total $224,732 · program services $220,631 · fundraising $4,101
-
9 · Other employee benefits
total $14,012 · program services $13,755 · fundraising $257
-
10 · Payroll taxes
total $25,375 · program services $23,538 · management and general $1,401 · fundraising $436
-
11c · Fees: accounting
total $24,280 · management and general $24,280
-
11g · Fees: other
total $294,709 · program services $294,092 · management and general $617
-
12 · Advertising and promotion
total $35,539 · program services $35,539
-
13 · Office expenses
total $51,369 · program services $47,649 · management and general $2,836 · fundraising $884
-
16 · Occupancy
total $12,961 · program services $12,198 · management and general $577 · fundraising $186
-
17 · Travel
total $37,703 · program services $37,703
-
19 · Conferences, conventions and meetings
total $3,362 · program services $3,362
-
23 · Insurance
total $7,256 · management and general $7,256
-
24a · Other expenses: PRODUCTIONS, EXHIBITION
total $169,297 · program services $169,297
-
24b · Other expenses: STIPENDS
total $6,157 · program services $6,157
-
24c · Other expenses: EQUIPMENT
total $4,827 · program services $4,478 · management and general $266 · fundraising $83
-
24d · Other expenses: TRAINING
total $1,075 · management and general $1,075
-
24e · All other expenses
total $516 · program services $479 · management and general $28 · fundraising $9
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $187,016 · end of year $155,939
-
2 · Savings and temporary cash investments
beginning of year $484,962 · end of year $267,112
-
3 · Pledges and grants receivable
beginning of year $56,855 · end of year $54,784
-
4 · Accounts receivable
beginning of year $13,661 · end of year $25,387
-
7 · Other notes and loans receivable
end of year $75,000
-
9 · Prepaid expenses and deferred charges
beginning of year $14,185 · end of year $17,029
-
17 · Accounts payable and accrued expenses
beginning of year $60,299 · end of year $68,004
-
19 · Deferred revenue
beginning of year $380,424 · end of year $210,872
-
25 · Other liabilities
beginning of year $73,580 · end of year $44,641
-
27 · Net assets without donor restrictions
beginning of year $143,527 · end of year $172,085
-
28 · Net assets with donor restrictions
beginning of year $98,849 · end of year $99,649
Mission and programs · 2024
Mission
PROMOTING, PRESERVING, AND ENHANCING BALTIMORE'S HISTORIC AND CULTURAL LEGACY AND NATURAL RESOURCES FOR CURRENT AND FUTURE GENERATIONS.
-
PROMOTE HERITAGE, CULTURAL, AND RECREATIONAL TOURISM IN BALTIMORE THROUGH EDUCATIONAL AND CULTURAL PROGRAMS FOR VISITORS AND THE GENERAL PUBLIC, INCLUDING MANAGING AND ASSISTING WITH THREE GRANT PROGRAMS: SMALL CAP GRANT PROGRAM, THE MARYLAND HERTIAGE AREAS AUTHORITY PROJECT GRANT PROGRAM, AND THE HERITAGE INVESTMENT GRANT PROGRAM. THE BNHA SMALL CAP GRANT PROGRAM IS FUNDED THROUGH CITY GENERAL OBLIGATION BOND MONEY ($100,000) AND THE HERITAGE INVESTMENT GRANT PROGRAM IS FUNDED USING FEDERAL DOLLARS. THE HERITAGE AREA ALSO COORDINATES THE SUBMISSION OF GRANT APPLICATIONS TO THE STATE (MHAA) THROUGH A LOCAL REVIEW AND RANKING PROCESS. THE PURPOSE OF ALL THREE GRANT PROGRAMS IS TO TARGET INVESTMENT IN THE PRESERVATION AND DEVELOPMENT OF KEY HERITAGE TOURISM SITES WITHIN THE HERITAGE AREA'S BOUNDRY.
Expenses $1,072,469 · Grants $302,261 · Revenue $164,199
-
PLANNED AND ORGANIZED EDUCATIONAL PROGRAMS FOR CHILDREN IN BALTIMORE, INCLUDING KIDS IN KAYAKS AND EVERY KID IN A NATIONAL PARK.
Expenses $172,576
-
OTHER MISCELLANEOUS PROGRAM ACTIVITIES AND WALKING TOURS - PROVIDED GUIDED TOURS FOR HERITAGE WALK, MT. VERNON CULTURAL WALK, PENNSYLVANIA AVENUE AND FELL'S POINT. THE WALKING TOURS EXPOSE NUMEROUS MUSEUMS (MANY SMALL AND CONSIDERED TO BE HIDDEN GEMS) TO THE PUBLIC.
Expenses $20,409 · Revenue $20,619
As filed on the 2024 return.
Listed in Part VII
-
James Piper BondJAMES PIPER BOND
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Jeannie HoweJEANNIE HOWE
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Robert E ThomasROBERT E THOMAS
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Carolyn O MozellCAROLYN O MOZELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy ProctorNANCY PROCTOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shauntee DanielsSHAUNTEE DANIELS
EXECUTIVE DIRECTOR
- Total calculated
- $121,339
- From this org
- $104,069
- From related orgs
- $0
- Other
- $17,270
- 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
-
TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
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TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
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TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
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TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
-
TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
-
TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
-
TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
-
TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
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TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
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TO BENEFIT PROGRAMS, ORGANIZATIONS, AND HISTORIC SITES WITHIN THE BALTIMORE NATIONAL HERITAGE AREA
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 22 December 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543569349300114
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