Totals
- Total revenue
- $1,671,982
- Total expenses
- $266,786
- Contributions and grants received
- $1,519,994
- Grants paid
- $0
- Program service revenue
- $91,818
- Investment income
- $27,910
- Other revenue
- $32,260
- Total assets, end of year
- $2,572,059
- Total liabilities, end of year
- $5,696
- Net assets or fund balances, end of year
- $2,566,363
- Program services expenses (Part IX)
- $161,986
- Management and general expenses
- $56,720
- Fundraising expenses
- $48,080
- Program service expenses (Part III)
- $161,986
Program services were 60.7% 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
$11,446
-
1e · Government grants (contributions)
$258,000
-
1f · All other contributions, gifts and grants
$1,250,548
-
2a · Program service revenue: TOUR INCOME
total $86,905 · related or exempt $86,905
-
2b · Program service revenue: OTHER PROGRAMS
total $4,913 · related or exempt $4,913
-
3 · Investment income
total $27,910 · excluded $27,910
-
6a · Gross rents
real property $2,182
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $2,182
-
6d · Net rental income or loss
total $2,182 · excluded $2,182
-
8a · Fundraising events: gross income
$22,500
-
8b · Fundraising events: direct expenses
$538
-
8c · Net income from fundraising events
total $21,962 · excluded $21,962
-
10a · Gross sales of inventory
$13,095
-
10b · Cost of goods sold
$4,186
-
10c · Net income from sales of inventory
total $8,909 · related or exempt $8,909
-
11a · Other revenue: MISCELLANEOUS
total $200 · related or exempt $200
-
11b · Other revenue: OTHER REVENUE
total -$993 · related or exempt -$993
-
11e · Other revenue, total
-$793
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $65,243 · program services $13,049 · management and general $26,097 · fundraising $26,097
-
7 · Other salaries and wages
total $72,474 · program services $67,114 · management and general $2,680 · fundraising $2,680
-
10 · Payroll taxes
total $10,876 · program services $4,894 · management and general $2,991 · fundraising $2,991
-
11c · Fees: accounting
total $8,343 · management and general $8,343
-
12 · Advertising and promotion
total $7,031 · program services $6,328 · fundraising $703
-
13 · Office expenses
total $7,479 · program services $2,493 · management and general $2,493 · fundraising $2,493
-
16 · Occupancy
total $54,723 · program services $43,779 · management and general $5,472 · fundraising $5,472
-
22 · Depreciation, depletion and amortization
total $6,912 · program services $5,530 · management and general $691 · fundraising $691
-
23 · Insurance
total $12,477 · program services $9,981 · management and general $1,248 · fundraising $1,248
-
24a · Other expenses: UTILITIES
total $10,500 · program services $3,500 · management and general $3,500 · fundraising $3,500
-
24b · Other expenses: BANK SERVICE CHARGES
total $4,756 · program services $1,584 · management and general $1,586 · fundraising $1,586
-
24c · Other expenses: MISCELLANEOUS
total $1,395 · program services $465 · management and general $465 · fundraising $465
-
24d · Other expenses: PRINTING
total $1,054 · program services $844 · management and general $105 · fundraising $105
-
24e · All other expenses
total $3,523 · program services $2,425 · management and general $1,049 · fundraising $49
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $71,263 · end of year $317,585
-
2 · Savings and temporary cash investments
beginning of year $806,233 · end of year $775,725
-
8 · Inventories for sale or use
beginning of year $5,378 · end of year $5,477
-
9 · Prepaid expenses and deferred charges
beginning of year $119,631
-
10a · Land, buildings and equipment: cost or other basis
$1,618,633
-
10b · Land, buildings and equipment: accumulated depreciation
$145,686
-
10c · Land, buildings and equipment, net
beginning of year $164,251 · end of year $1,472,947
-
15 · Other assets
beginning of year $993 · end of year $325
-
17 · Accounts payable and accrued expenses
beginning of year $1,839 · end of year $0
-
25 · Other liabilities
beginning of year $4,743 · end of year $5,696
-
27 · Net assets without donor restrictions
beginning of year $396,982 · end of year $1,573,187
-
28 · Net assets with donor restrictions
beginning of year $764,185 · end of year $993,176
Mission and programs · 2022
Mission
TO PRESERVE, RESTORE AND MAINTAIN THE HISTORIC STRUCTURE
-
SHARE THE HISTORIC RELEVANCE OF THE HOUSE WITH THE PUBLIC. 7,218 PEOPLE TOURED THE HOME DURING THE FISCAL YEAR THROUGH SELF-GUIDED AND GROUP TOURS. TOURS ARE ALSO PROVIDED TO SCHOOL GROUPS AND OTHER GROUPS. 17 EDUCATIONAL PROGRAMS WERE HELD DURING THE FISCAL YAR
Expenses $161,018 · Revenue $95,814
-
EVALUATION AND RESTORATION: THE HISTORIC BUILDING AND GROUPS ARE CONTINUOUSLY EVALUATED FOR STRUCTURAL AND PRESERVATION NEEDS. PRESERVATION PROJECTS INCLUDED REPLACEMENT OF 2ND AND 3RD FLOOR HVAC UNITS AND REPLACEMENT OF ROOF HATCHES, AND WATER DAMAGE TO PLASTER AND PAINT WAS REPAIRED FOR TWO ROOMS THIS YEAR.
Expenses $968 · Revenue $4,120
As filed on the 2022 return.
Listed in Part VII
-
Susan FradenburgSUSAN FRADENBURG
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jason GrubbsJASON GRUBBS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne HillSUZANNE HILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Betty Korner-AtkinsBETTY KORNER-ATKINS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Monte LongMONTE LONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom McDanielTOM MCDANIEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Neal ParnellNEAL PARNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Norma PearmanNORMA PEARMAN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Larry RedfearnLARRY REDFEARN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lynn Renee RogersLYNN RENEE ROGERS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Christian SchroederCHRISTIAN SCHROEDER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Kelly SealeyKELLY SEALEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pat ShawPAT SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edwin WalkerEDWIN WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe WilliamsJOE WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Suzanna Ritz MalliettSUZANNA RITZ MALLIETT
EXECUTIVE DIRECTOR
- Total calculated
- $54,799
- From this org
- $54,799
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $50,799
- Bonus
- $0
- Other
- $4,000
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $54,799
-
Kathryn D BodenheimerKATHRYN D BODENHEIMER
PREVIOUS EXECUTIVE DIRECTOR
- Total calculated
- $63,646
- From this org
- $63,646
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $63,646
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $63,646
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202422289349301447
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