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Nonprofiteer
← MONROE COUNTY HISTORICAL ASSOC INC

Form 990 for tax year 2023

Filed by MONROE COUNTY HISTORICAL ASSOC INC.

Totals

Total revenue
$1,366,508
Total expenses
$337,401
Contributions and grants received
$1,111,233
Grants paid
$0
Program service revenue
$1,482
Investment income
$185,790
Other revenue
$68,003
Total assets, end of year
$7,348,592
Total liabilities, end of year
$690,075
Net assets or fund balances, end of year
$6,658,517
Program services expenses (Part IX)
$236,090
Management and general expenses
$39,416
Fundraising expenses
$61,895
Program service expenses (Part III)
$236,090

Program services were 70.0% 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

    $12,898

  • 1d · Related organizations

    $56,363

  • 1e · Government grants (contributions)

    $29,000

  • 1f · All other contributions, gifts and grants

    $1,012,972

  • 2a · Program service revenue: LIBRARY FEES

    total $980 · related or exempt $980

  • 2b · Program service revenue: TOURS

    total $352 · related or exempt $352

  • 2c · Program service revenue: LECTURE SERIES

    total $150 · related or exempt $150

  • 3 · Investment income

    total $166,375 · excluded $166,375

  • 7a · Gross sales of assets other than inventory

    other assets $19,415

  • 7c · Gain or loss

    other assets $19,415

  • 7d · Net gain or loss

    total $19,415 · excluded $19,415

  • 8a · Fundraising events: gross income

    $109,212

  • 8b · Fundraising events: direct expenses

    $43,376

  • 8c · Net income from fundraising events

    total $65,836 · excluded $65,836

  • 10a · Gross sales of inventory

    $205

  • 10c · Net income from sales of inventory

    total $205 · related or exempt $205

  • 11a · Other revenue: DEACCESSION SALES

    total $1,962 · excluded $1,962

  • 11e · Other revenue, total

    $1,962

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $150,574 · program services $99,379 · management and general $21,080 · fundraising $30,115

  • 10 · Payroll taxes

    total $12,029 · program services $7,939 · management and general $1,684 · fundraising $2,406

  • 11b · Fees: legal

    total $5,059 · management and general $1,265 · fundraising $3,794

  • 11c · Fees: accounting

    total $20,050 · management and general $5,013 · fundraising $15,037

  • 11g · Fees: other

    total $2,005 · management and general $501 · fundraising $1,504

  • 12 · Advertising and promotion

    total $6,685 · program services $5,609 · management and general $1,076

  • 13 · Office expenses

    total $10,027 · program services $5,014 · management and general $2,005 · fundraising $3,008

  • 16 · Occupancy

    total $48,404 · program services $38,724 · management and general $4,840 · fundraising $4,840

  • 22 · Depreciation, depletion and amortization

    total $12,312 · program services $12,312

  • 23 · Insurance

    total $59,549 · program services $56,572 · management and general $1,786 · fundraising $1,191

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $8,286 · program services $8,120 · management and general $166

  • 24b · Other expenses: DUES & PERMITS

    total $2,071 · program services $2,071

  • 24c · Other expenses: GRANT EXPENSES

    total $350 · program services $350

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,487,975 · end of year $4,363,960

  • 3 · Pledges and grants receivable

    beginning of year $13,874 · end of year $4,000

  • 8 · Inventories for sale or use

    beginning of year $2,179 · end of year $2,179

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

    $3,330,810

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

    $352,357

  • 10c · Land, buildings and equipment, net

    beginning of year $1,129,299 · end of year $2,978,453

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,917 · end of year $690,075

  • 27 · Net assets without donor restrictions

    beginning of year $1,496,568 · end of year $2,786,587

  • 28 · Net assets with donor restrictions

    beginning of year $4,132,842 · end of year $3,871,930

Mission and programs · 2023

Mission

THE MONROE COUNTY HISTORICAL ASSOCIATION IS A CULTURAL AND LEARNING CENTER THAT ASSISTS OUR DIVERSE COMMUNITY OF RESIDENTS AND VISITORS IN CONNECTING THE COUNTY'S PAST WITH THE PRESENT.

  • THROUGH LECTURES, WORKSHOPS AND TOURS, THE MONROE COUNTY HISTORICAL ASSOCIATION EDUCATES THE PUBLIC ABOUT MONROE COUNTY HISTORY. THE ASSOCIATION'S LIBRARY PROVIDES GENEALOGICAL REFERENCE MATERIAL TO THOSE RESEARCHING THEIR FAMILY HISTORY. THROUGH ITS PARTICIPATION IN LOCAL COMMUNITY ACTIVITIES, THE ASSOCIATION CONTINUES TO BRING TO THE PRESENT MONROE COUNTY'S PAST.

    Expenses $236,090 · Revenue $1,482

As filed on the 2023 return.

Listed in Part VII

  • Russell D Scott

    PRESIDENT

    Total calculated
    $0

  • Carrie Wetherbee

    VICE PRESIDE

    Total calculated
    $0

  • Patricia J Sayler

    TREASURER

    Total calculated
    $0

  • Margot Vagliardo

    DIRECTOR

    Total calculated
    $0

  • Michelle Bisbing

    DIRECTOR

    Total calculated
    $0

  • Charles Eyer

    DIRECTOR

    Total calculated
    $0

  • Lois Gilroy

    DIRECTOR

    Total calculated
    $0

  • John Lefante

    DIRECTOR

    Total calculated
    $0

  • Bill Leonard

    DIRECTOR

    Total calculated
    $0

  • Anthony Stevens-Arroyo

    DIRECTOR

    Total calculated
    $0

  • Linda Bushkofsky

    DIRECTOR

    Total calculated
    $0

  • Robert Moses

    DIRECTOR

    Total calculated
    $0

  • Precie Schroyer

    SECRETARY

    Total calculated
    $0

  • Ken Sandri

    DIRECTOR

    Total calculated
    $0

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
13 November 2024
IRS schema version
2023v5.0
Source object
202403199349308540

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