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Nonprofiteer
← HILLFOREST HISTORICAL FOUNDATION INC

Form 990 for tax year 2023

Filed by HILLFOREST HISTORICAL FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 18 July 2024. 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
$208,552 changed to $188,808
Total expenses
$202,698 changed to $228,826
Contributions and grants received
$149,648 changed to $103,535
Program service revenue
$49,808 changed to $11,393
Investment income
$1,058 changed to $11,668
Other revenue
$8,038 changed to $62,212
Total assets, end of year
$1,071,703 changed to $987,376
Net assets or fund balances, end of year
$1,071,703 changed to $987,376
Program services expenses
$202,698 changed to $210,397
Management and general expenses
$0 changed to $13,934
Fundraising expenses
$0 changed to $4,495
Program service expenses (Part III)
$202,698 changed to $210,397

Listed only on the earlier return

  • Brenda
  • Cindy
  • Clifford
  • Dee
  • Ed
  • Fayla
  • Gloria
  • Jane
  • Janet
  • John
  • Judy
  • Leslie
  • Mary Jo
  • Nancy
  • Phee
  • Sally
  • Suzanne
  • Ted

Listed only on the later return

  • Brenda Gordon
  • Cindy Schuette
  • Cliff Thies
  • Ed Gordon
  • Fayla Nanz
  • Gloria Holland
  • Jane Hiltz
  • Janet Burton
  • John Blasdel Jr
  • Judy Ullrich
  • Leslie Johnson
  • Nancy Tibbetts
  • Phee Ellinghausen
  • Sally Stenger
  • Sandra Bowlus
  • Ted Richmond

Listed under a different title

  • Jada Ankenbauer: BOARD MEMBER then Secretary Treasurer

Totals

Total revenue
$188,808
Total expenses
$228,826
Contributions and grants received
$103,535
Grants paid
$0
Program service revenue
$11,393
Investment income
$11,668
Other revenue
$62,212
Total assets, end of year
$987,376
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$987,376
Program services expenses (Part IX)
$210,397
Management and general expenses
$13,934
Fundraising expenses
$4,495
Program service expenses (Part III)
$210,397

Program services were 91.9% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $23,080

  • 1c · Fundraising events

    $5,500

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $22,500

  • 1f · All other contributions, gifts and grants

    $52,455

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Museum Admissions

    total $10,463 · related or exempt $10,463 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Educational Youth Camps

    total $930 · related or exempt $930 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $11,668 · related or exempt $11,668 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $30,190

  • 8a · Fundraising events: contributions included on line 1c

    $5,500

  • 8b · Fundraising events: direct expenses

    $11,689

  • 8c · Net income from fundraising events

    total $18,501 · unrelated business $0 · excluded $18,501

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Gain - Change in assets held for beneficial interest at a Community Foundation - Agency Endowment

    total $41,004 · related or exempt $0 · unrelated business $0 · excluded $41,004

  • 11b · Other revenue: Miscellaneous

    total $2,707 · related or exempt $2,707 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $43,711

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $41,685 · program services $27,790 · management and general $9,726 · fundraising $4,169

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $15,652 · program services $15,652 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $4,789 · program services $3,704 · management and general $759 · fundraising $326

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $2,129 · program services $0 · management and general $2,129 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $6,071 · program services $6,071 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $1,520 · program services $1,200 · management and general $320 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $28,161 · program services $28,161 · management and general $0 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $46,508 · program services $46,508 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $13,693 · program services $13,693 · management and general $0 · fundraising $0

  • 24a · Other expenses: Repairs

    total $65,377 · program services $65,377 · management and general $0 · fundraising $0

  • 24b · Other expenses: Education Camp

    total $104 · program services $104 · management and general $0 · fundraising $0

  • 24c · Other expenses: Miscellaneous

    total $3,137 · program services $2,137 · management and general $1,000 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $234,849 · end of year $217,823

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $1,676,218

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

    $1,436,835

  • 10c · Land, buildings and equipment, net

    beginning of year $285,891 · end of year $239,383

  • 11 · Investments: publicly traded securities

    beginning of year $143,287 · end of year $131,855

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $357,311 · end of year $398,315

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $2,000 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $662,027 · end of year $589,061

  • 28 · Net assets with donor restrictions

    beginning of year $357,311 · end of year $398,315

Mission and programs · 2023

Mission

To restore and maintain a National Registry historical building and to hold events to educate the public.

Activities or mission (Part I)

To restore and maintain a National Registry historical building and organize events to educate the public.

  • Approximately 2,086 individuals visited Hillforest in 2023 all who toured the historical home. This number is 37% percent higher than the number of 2022 visitors. Hillforest was able to hold several events in 2023 and in general saw an increased interest in individuals coming to the museum for tours throughout the entire year. Tours and events are the primary way used to educate the public on the history of the home which also creates interest by the general public.

    Expenses $210,397 · Revenue $188,808

As filed on the 2023 return.

Listed in Part VII

  • Cliff Thies

    Executive Director

    Total calculated
    $41,685
    From this org
    $41,685
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Judy Ullrich

    President

    Total calculated
    $0
    Hours/week
    5

  • John Blasdel Jr

    Vice-President

    Total calculated
    $0
    Hours/week
    5

  • Jada Ankenbauer

    Secretary Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Gloria Holland

    Director

    Total calculated
    $0
    Hours/week
    3

  • Janet Burton

    Director and Executive Committee Member

    Total calculated
    $0
    Hours/week
    5

  • Jane Hiltz

    Director

    Total calculated
    $0
    Hours/week
    3

  • Fayla Nanz

    Director

    Total calculated
    $0
    Hours/week
    3

  • Phee Ellinghausen

    Director

    Total calculated
    $0
    Hours/week
    3

  • Sally Stenger

    Director

    Total calculated
    $0
    Hours/week
    3

  • Nancy Tibbetts

    Director

    Total calculated
    $0
    Hours/week
    3

  • Brenda Gordon

    Director

    Total calculated
    $0
    Hours/week
    3

  • Ed Gordon

    Director

    Total calculated
    $0
    Hours/week
    3

  • Ted Richmond

    Director

    Total calculated
    $0
    Hours/week
    3

  • Sandra Bowlus

    Director

    Total calculated
    $0
    Hours/week
    3

  • Cindy Schuette

    Director

    Total calculated
    $0
    Hours/week
    3

  • Leslie Johnson

    Director

    Total calculated
    $0
    Hours/week
    3

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
27 September 2024
IRS schema version
2023v5.0
Source object
202442819349301944

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