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Nonprofiteer
← OLD YORK HISTORICAL SOCIETY

Form 990 for tax year 2022

Filed by OLD YORK HISTORICAL SOCIETY.

Totals

Total revenue
$731,758
Total expenses
$885,339
Contributions and grants received
$188,163
Grants paid
$0
Program service revenue
$106,528
Investment income
$443,506
Other revenue
-$6,439
Total assets, end of year
$9,131,743
Total liabilities, end of year
$54,881
Net assets or fund balances, end of year
$9,076,862
Program services expenses (Part IX)
$674,686
Management and general expenses
$171,432
Fundraising expenses
$39,221
Program service expenses (Part III)
$674,686

Program services were 76.2% 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

    $35,834

  • 1c · Fundraising events

    $28,207

  • 1f · All other contributions, gifts and grants

    $124,122

  • 1g · Noncash contributions included above

    $8,597

  • 2a · Program service revenue: PROGRAM SERVICE REVENU

    total $106,528 · related or exempt $106,528

  • 3 · Investment income

    total $105,171 · excluded $105,171

  • 7a · Gross sales of assets other than inventory

    securities $342,818 · other assets $748,016

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

    securities $317,734 · other assets $434,765

  • 7c · Gain or loss

    securities $25,084 · other assets $313,251

  • 7d · Net gain or loss

    total $338,335 · related or exempt $313,251 · excluded $25,084

  • 8a · Fundraising events: gross income

    $10,979

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

    $28,207

  • 8b · Fundraising events: direct expenses

    $18,118

  • 8c · Net income from fundraising events

    total -$7,139 · excluded -$7,139

  • 10a · Gross sales of inventory

    $700

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $700 · related or exempt $700

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $71,250 · program services $45,600 · management and general $14,250 · fundraising $11,400

  • 7 · Other salaries and wages

    total $210,311 · program services $148,553 · management and general $50,682 · fundraising $11,076

  • 9 · Other employee benefits

    total $49,652 · program services $25,819 · management and general $20,358 · fundraising $3,475

  • 10 · Payroll taxes

    total $23,637 · program services $12,291 · management and general $9,691 · fundraising $1,655

  • 11c · Fees: accounting

    total $17,000 · management and general $17,000

  • 11f · Fees: investment management

    total $36,141 · management and general $36,141

  • 11g · Fees: other

    total $12,926 · program services $12,926

  • 12 · Advertising and promotion

    total $7,885 · program services $3,644 · fundraising $4,241

  • 13 · Office expenses

    total $6,806 · program services $1,046 · management and general $4,460 · fundraising $1,300

  • 16 · Occupancy

    total $100,489 · program services $99,347 · management and general $1,142

  • 17 · Travel

    total $3,406 · program services $3,065 · management and general $341

  • 22 · Depreciation, depletion and amortization

    total $84,189 · program services $76,508 · management and general $7,681

  • 23 · Insurance

    total $20,685 · program services $16,548 · management and general $4,137

  • 24a · Other expenses: PROGRAM SERVICES

    total $219,454 · program services $219,454

  • 24b · Other expenses: TELEPHONE & INTERNET

    total $11,915 · program services $6,897 · management and general $3,055 · fundraising $1,963

  • 24c · Other expenses: MISCELLANEOUS

    total $5,259 · program services $2,988 · management and general $1,061 · fundraising $1,210

  • 24d · Other expenses: MEMBERSHIP

    total $2,373 · fundraising $2,373

  • 24e · All other expenses

    total $1,961 · management and general $1,433 · fundraising $528

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $229,823 · end of year $150,256

  • 2 · Savings and temporary cash investments

    beginning of year $230,041 · end of year $207,463

  • 3 · Pledges and grants receivable

    beginning of year $6,158 · end of year $6,818

  • 8 · Inventories for sale or use

    beginning of year $1,616 · end of year $1,588

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,321 · end of year $3,099

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

    $3,620,857

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

    $858,771

  • 10c · Land, buildings and equipment, net

    beginning of year $2,484,343 · end of year $2,762,086

  • 12 · Investments: other securities

    beginning of year $7,364,210 · end of year $6,000,303

  • 15 · Other assets

    beginning of year $15,245 · end of year $130

  • 17 · Accounts payable and accrued expenses

    beginning of year $32,397 · end of year $35,616

  • 19 · Deferred revenue

    beginning of year $500 · end of year $500

  • 23 · Secured mortgages and notes payable

    beginning of year $23,084 · end of year $18,765

  • 27 · Net assets without donor restrictions

    beginning of year $3,346,086 · end of year $3,437,818

  • 28 · Net assets with donor restrictions

    beginning of year $6,941,690 · end of year $5,639,044

Mission and programs · 2022

Mission

THE MISSION OF THE OLD YORK HISTORICAL SOCIETY IS TO PRESERVE AND PROMOTE THE HISTORY OF THE YORK MAINE REGION FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC.

Activities or mission (Part I)

THE MISSION OF THE OLD YORK HISTORICAL SOCIETY IS TO PRESERVE AND PROMOTE THE YORK MAINE REGION FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC.

  • HISTORIC BUILDINGS AND GROUNDS - THE HISTORIC BUILDINGS, PROPERTIES AND LANDSCAPES THAT OYHS OWNS OR MAINTAINS, TOGETHER ARE ITS SINGLE GREATEST PROGRAM ELEMENT THAT SERVES THE PUBLIC. IN CALENDAR YEAR 2022, OLD YORK PURCHASED A BUILDING TO HOUSE OUR ARCHIVES AND COLLECTIONS CENTER, AND LARGELY FINISHED RENOVATIONS AND MOVED COLLECTIONS INTO THE BUILDING BY THE END OF THE YEAR.

    Expenses $227,362 · Revenue $313,251

  • EDUCATION AND PROGRAMS - YORK LIVING HISTORY, THE OYHS HISTORICAL IMMERSION EXPERIENCE FOR ALL FIFTH GRADERS IN THE YORK PUBLIC SCHOOLS, ONCE AGAIN WELCOMED STUDENTS IN 2022. OUR HISTORIC BUILDINGS WERE OPEN TO THE PUBLIC AND CHILDREN 18 AND UNDER WERE GIVEN FREE ADMISSION. OTHER PUBLIC PROGRAMS SUCH AS THE HALLOWEEN LIGHTING OF THE PUMPKINS, YULETIDE ACTIVITIES, AND FREE ZOOM LECTURES ROUNDED OUT THE YEAR.

    Expenses $142,701 · Revenue $107,228

  • EXHIBITIONS - THE REMICK GALLERY'S BEST OF YORK EXHIBITION WAS AUGMENTED WITH THE PURCHASE OF A RARE 17TH CENTURY BOSTON CHEST-OF-DRAWERS THAT DESCENDED IN THE PETER WEARE FAMILY OF BOSTON AND CAPE NEDDICK. THE MARSHALL STORE GALLERY CONTINUED EXHIBITIONS OF CONTEMPORARY ART IN 2022.

    Expenses $304,623

As filed on the 2022 return.

Listed in Part VII

  • Marla Johnson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Suzanne Little

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Arthur Brennan

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Louise Baker

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Lydia Blume

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elaine Burnham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin McKinney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Erica Mirick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Farley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michelle Hanson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elaine Morgillo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Matthew McTighe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mary-Anne Szeniawski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nancy Gustad

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chris Ayer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joel Lefever

    EXECUTIVE DIRECTOR

    Total calculated
    $102,650
    From this org
    $71,250
    From related orgs
    $0
    Other
    $31,400
    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
2022
Filed
25 March 2023
IRS schema version
2022v5.0
Source object
202340849349300114

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