Form 990 for tax year 2023
Filed by HEART OF THE CIVIL WAR HERITAGE AREA INC.
Totals
- Total revenue
- $385,446
- Total expenses
- $383,067
- Contributions and grants received
- $381,032
- Grants paid
- $23,643
- Program service revenue
- $0
- Investment income
- $4,414
- Other revenue
- $0
- Total assets, end of year
- $394,599
- Total liabilities, end of year
- $64,905
- Net assets or fund balances, end of year
- $329,694
- Program services expenses (Part IX)
- $256,212
- Management and general expenses
- $86,069
- Fundraising expenses
- $40,786
- Program service expenses (Part III)
- $256,212
Program services were 66.9% 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.
-
1e · Government grants (contributions)
$22,500
-
1f · All other contributions, gifts and grants
$358,532
-
3 · Investment income
total $4,414 · excluded $4,414
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $23,643 · program services $23,643
-
5 · Compensation of officers, directors and key employees
total $97,600 · program services $53,680 · management and general $24,400 · fundraising $19,520
-
7 · Other salaries and wages
total $94,705 · program services $66,655 · management and general $21,493 · fundraising $6,557
-
9 · Other employee benefits
total $28,176 · program services $17,882 · management and general $6,686 · fundraising $3,608
-
10 · Payroll taxes
total $13,991 · program services $8,771 · management and general $3,337 · fundraising $1,883
-
11c · Fees: accounting
total $11,077 · management and general $11,077
-
11g · Fees: other
total $13,649 · program services $13,649
-
12 · Advertising and promotion
total $30,180 · program services $30,180
-
13 · Office expenses
total $6,921 · management and general $6,921
-
16 · Occupancy
total $11,836 · program services $7,420 · management and general $2,823 · fundraising $1,593
-
17 · Travel
total $5,933 · program services $5,933
-
19 · Conferences, conventions and meetings
total $14,141 · program services $14,141
-
23 · Insurance
total $1,762 · management and general $1,762
-
24a · Other expenses: PROGRAM EXPENSES
total $14,258 · program services $14,258
-
24b · Other expenses: FUNDRAISING EXPENSES
total $7,625 · fundraising $7,625
-
24c · Other expenses: PUBLICATIONS/COMMUNICAT
total $5,502 · management and general $5,502
-
24d · Other expenses: DUES AND MEMBERSHIPS
total $2,068 · management and general $2,068
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $215,132 · end of year $151,883
-
2 · Savings and temporary cash investments
beginning of year $25,199 · end of year $97,302
-
3 · Pledges and grants receivable
beginning of year $137,600 · end of year $91,666
-
4 · Accounts receivable
beginning of year $1,861 · end of year $4,146
-
9 · Prepaid expenses and deferred charges
beginning of year $1,543 · end of year $1,533
-
10a · Land, buildings and equipment: cost or other basis
$3,514
-
10b · Land, buildings and equipment: accumulated depreciation
$3,514
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
end of year $29,471
-
15 · Other assets
beginning of year $25,635 · end of year $18,598
-
17 · Accounts payable and accrued expenses
beginning of year $24,778 · end of year $16,736
-
18 · Grants payable
beginning of year $33,246 · end of year $33,245
-
25 · Other liabilities
beginning of year $25,355 · end of year $14,924
-
27 · Net assets without donor restrictions
beginning of year $193,935 · end of year $254,098
-
28 · Net assets with donor restrictions
beginning of year $129,656 · end of year $75,596
Mission and programs · 2023
Mission
TO PRESERVE AND PROMOTE THE HISTORIC SITES, TOWNS, CULTURAL LANDSCAPES AND DIVERSE STORIES IN CARROLL, FREDERICK AND WASHINGTON COUNTY, MARYLAND.
-
TECHNICAL ASSISTANCE: HCWHA OFFERS NONPROFIT ORGANIZATIONS ANDGOVERNMENT UNITS IN THE HERITAGE AREA TECHNICAL ASSISTANCE INCLUDINGGRANT WORKSHOPS, GRANT APPLICATION REVIEW, ASSISTANCE IDENTIFYINGFUNDING SOURCES, INFORMATION ABOUT TAX CREDITS, REFERRALS TOCONSULTANTS AND OTHER EXPERTS, SHARING BEST PRACTICES FOR HISTORICSITES AND MUSEUMS, EXTENSIVE ONLINE PROMOTION OF EVENTS AND PUBLICPROGRAMS, COORDINATION OF REGIONAL PROGRAMMING AND MARKETING EFFORTS,SECTION 106 REVIEW/ADVOCACY, PROGRAMMING OPPORTUNITIES AT NEWCOMERHOUSE, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES WHEN AVAILABLE.
Expenses $256,212 · Grants $23,643
As filed on the 2023 return.
Listed in Part VII
-
Catherine MagiCATHERINE MAGI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy YinglingAMY YINGLING
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kristen McMastersKRISTEN MCMASTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shuan ButcherSHUAN BUTCHER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Maria LaneMARIA LANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard TurnerRICHARD TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary CandelariaGARY CANDELARIA
VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Tereance MooreTEREANCE MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Al MartinAL MARTIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
David ZiedelisDAVID ZIEDELIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mallory HuardMALLORY HUARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Scott ShattoELIZABETH SCOTT SHATTO
EXECUTIVE DIRECTOR
- Total calculated
- $86,959
- From this org
- $84,426
- From related orgs
- $0
- Other
- $2,533
- 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
- 4 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443399349301004
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