Form 990 for tax year 2023
Filed by YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY.
Totals
- Total revenue
- $142,188
- Total expenses
- $173,928
- Contributions and grants received
- $49,566
- Grants paid
- $310
- Program service revenue
- $52,017
- Investment income
- $31,999
- Other revenue
- $8,606
- Total assets, end of year
- $541,169
- Total liabilities, end of year
- $1,707
- Net assets or fund balances, end of year
- $539,462
- Program services expenses (Part IX)
- $162,122
- Management and general expenses
- $11,806
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $162,122
Program services were 93.2% 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
$18,865
-
1c · Fundraising events
$434
-
1e · Government grants (contributions)
$7,000
-
1f · All other contributions, gifts and grants
$23,267
-
2a · Program service revenue: Underwood Museum
total $38,400 · related or exempt $38,400
-
2b · Program service revenue: Educational Programs
total $3,532 · related or exempt $3,532
-
2c · Program service revenue: CollectionsExhibits
total $8,299 · related or exempt $8,299
-
2d · Program service revenue: Geneology Research
total $1,786 · related or exempt $1,786
-
3 · Investment income
total $11,754 · excluded $11,754
-
7a · Gross sales of assets other than inventory
securities $94,058
-
7b · Less cost or other basis and sales expenses
securities $73,813
-
7c · Gain or loss
securities $20,245
-
7d · Net gain or loss
total $20,245 · excluded $20,245
-
8a · Fundraising events: gross income
$16,001
-
8a · Fundraising events: contributions included on line 1c
$434
-
8b · Fundraising events: direct expenses
$11,500
-
8c · Net income from fundraising events
total $4,501 · excluded $4,501
-
10a · Gross sales of inventory
$4,777
-
10b · Cost of goods sold
$672
-
10c · Net income from sales of inventory
total $4,105 · related or exempt $4,105
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $310 · program services $310
-
7 · Other salaries and wages
total $98,057 · program services $98,057
-
10 · Payroll taxes
total $8,450 · program services $8,450
-
11c · Fees: accounting
total $6,608 · management and general $6,608
-
11f · Fees: investment management
total $2,795 · management and general $2,795
-
11g · Fees: other
total $21,625 · program services $21,625
-
13 · Office expenses
total $4,258 · program services $1,855 · management and general $2,403
-
16 · Occupancy
total $2,312 · program services $2,312
-
22 · Depreciation, depletion and amortization
total $429 · program services $429
-
23 · Insurance
total $3,080 · program services $3,080
-
24a · Other expenses: Exhibits
total $14,850 · program services $14,850
-
24b · Other expenses: Printing
total $3,080 · program services $3,080
-
24c · Other expenses: Imaging
total $2,573 · program services $2,573
-
24d · Other expenses: Memberships
total $667 · program services $667
-
24e · All other expenses
total $4,834 · program services $4,834
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $21,296 · end of year $13,140
-
2 · Savings and temporary cash investments
beginning of year $48,245 · end of year $14,547
-
8 · Inventories for sale or use
beginning of year $7,113 · end of year $7,113
-
9 · Prepaid expenses and deferred charges
beginning of year $472 · end of year $472
-
10a · Land, buildings and equipment: cost or other basis
$31,083
-
10b · Land, buildings and equipment: accumulated depreciation
$28,659
-
10c · Land, buildings and equipment, net
beginning of year $2,854 · end of year $2,424
-
11 · Investments: publicly traded securities
beginning of year $447,419 · end of year $503,473
-
25 · Other liabilities
beginning of year $1,493 · end of year $1,707
-
27 · Net assets without donor restrictions
beginning of year $483,871 · end of year $504,679
-
28 · Net assets with donor restrictions
beginning of year $42,035 · end of year $34,783
Mission and programs · 2023
Mission
Provide community with programs that encourage, enhance, and foster appreciation of Yates County History. Preserve, maintain, register, and interpret museum collection.
-
Provide community with programs that encourage, enhance, and foster appreciation of Yates County History. Preserve, maintain, register, and interpret museum collection.
Expenses $162,122 · Grants $310 · Revenue $51,218
As filed on the 2023 return.
Listed in Part VII
-
Leigh MacKerchar
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Patty Larzelere
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Len Kataskas
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Rich Stewart
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Joan Paddock
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Olsen
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Phil Bailey
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jeanette Dickerson-Putnam
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lyn Fitch
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sallie Jensen
President
- Total calculated
- $0
- Hours/week
- 3
-
Lisa Harper
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Gwen Chamberlain
Secretary
- 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
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403209349306045
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