Form 990 for tax year 2023
Filed by WESTMORELAND FAYETTE HISTORICAL SOCIETY.
Totals
- Total revenue
- $1,104,836
- Total expenses
- $485,559
- Contributions and grants received
- $861,470
- Grants paid
- $0
- Program service revenue
- $70,696
- Investment income
- -$6,614
- Other revenue
- $179,284
- Total assets, end of year
- $1,624,870
- Total liabilities, end of year
- $159,358
- Net assets or fund balances, end of year
- $1,465,512
- Program services expenses (Part IX)
- $375,853
- Management and general expenses
- $99,220
- Fundraising expenses
- $10,486
- Program service expenses (Part III)
- $375,853
Program services were 77.4% 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
$2,430
-
1f · All other contributions, gifts and grants
$859,040
-
2a · Program service revenue: PROGRAM SERVICES
total $70,696 · related or exempt $70,696
-
3 · Investment income
total -$6,614 · excluded -$6,614
-
6a · Gross rents
real property $140,432
-
6b · Less rental expenses
real property $4,529
-
6c · Rental income or loss
real property $135,903
-
6d · Net rental income or loss
total $135,903 · excluded $135,903
-
10a · Gross sales of inventory
$3,771
-
10c · Net income from sales of inventory
total $3,771 · related or exempt $3,771
-
11a · Other revenue: MISCELLANEOUS
total $39,610 · related or exempt $39,610
-
11e · Other revenue, total
$39,610
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $224,274 · program services $145,778 · management and general $72,889 · fundraising $5,607
-
9 · Other employee benefits
total $12,922 · program services $8,399 · management and general $4,200 · fundraising $323
-
10 · Payroll taxes
total $18,882 · program services $12,273 · management and general $6,137 · fundraising $472
-
11c · Fees: accounting
total $12,871 · program services $12,871
-
12 · Advertising and promotion
total $20,751 · program services $20,751
-
13 · Office expenses
total $18,751 · program services $14,593 · management and general $4,158
-
14 · Information technology
total $10,653 · program services $9,588 · management and general $1,065
-
16 · Occupancy
total $61,715 · program services $55,314 · management and general $6,401
-
17 · Travel
total $2,676 · program services $2,007 · management and general $669
-
22 · Depreciation, depletion and amortization
total $34,117 · program services $30,974 · management and general $3,143
-
23 · Insurance
total $40,838 · program services $36,754 · fundraising $4,084
-
24a · Other expenses: PROGRAM EXPENSES
total $21,464 · program services $21,464
-
24b · Other expenses: MEMBERSHIPS, DUES, ETC.
total $4,141 · program services $3,934 · management and general $207
-
24c · Other expenses: MEALS AND ENTERTAINMENT
total $1,404 · program services $1,053 · management and general $351
-
24d · Other expenses: CONTINUING EDUCATION
total $100 · program services $100
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,050 · end of year $85,186
-
2 · Savings and temporary cash investments
beginning of year $107,078 · end of year $285,463
-
3 · Pledges and grants receivable
beginning of year $20,972 · end of year $20,000
-
4 · Accounts receivable
beginning of year $3,603
-
7 · Other notes and loans receivable
beginning of year $93,486 · end of year $103,323
-
9 · Prepaid expenses and deferred charges
beginning of year $3,224 · end of year $3,224
-
10a · Land, buildings and equipment: cost or other basis
$1,245,335
-
10b · Land, buildings and equipment: accumulated depreciation
$484,218
-
10c · Land, buildings and equipment, net
beginning of year $768,285 · end of year $761,117
-
12 · Investments: other securities
beginning of year -$27,215 · end of year -$39,259
-
14 · Intangible assets
beginning of year $44,206 · end of year $40,570
-
15 · Other assets
beginning of year $207 · end of year $365,246
-
17 · Accounts payable and accrued expenses
beginning of year $28,118 · end of year $14,844
-
19 · Deferred revenue
beginning of year $62,392 · end of year $61,363
-
23 · Secured mortgages and notes payable
beginning of year $78,151 · end of year $83,151
-
27 · Net assets without donor restrictions
beginning of year $722,433 · end of year $1,365,512
-
28 · Net assets with donor restrictions
beginning of year $123,802 · end of year $100,000
Mission and programs · 2023
Mission
THE MISSION OF THE WEST OVERTON MUSEUM IS TO ILLUSTRATE THE HISTORY OF THE WEST OVERTON VILLAGE, ITS DISTILLERY, COAL AND COKE HERITAGE AND THE BIRTHPLACE OF HENRY CLAY FRICK.
-
WEST OVERTON PROVIDES A HANDS-ON EDUCATIONAL EXPERIENCE TO VISITORS THROUGH SCHOLARLY EXHIBITRY AND RELATED EVENTS, IN CONJUCTION WITH COLLECTION CARE AND RESEARCH NECESSARY TO CREATE AND SUSTAIN SUCH PROGRAMMATIC MATERIAL TO EFFECTIVELY ENGAGE OUR AUDIENCE.
Expenses $375,853 · Revenue $70,696
As filed on the 2023 return.
Listed in Part VII
-
RICK REGA
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
VINCE MASCIA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
TIFFANY GUITTAP
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
PILAR HERR
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
LARRY ANSELL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JONATHAN MARKS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
SAM KOMLENIC
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
MEGAN SHEESLY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
AARON HOLLIS JR
CO EXEC DIRE
- Total calculated
- $60,000
- From this org
- $60,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
PATRICK BOCHY
CO EXEC DIRE
- Total calculated
- $60,000
- From this org
- $60,000
- From related orgs
- $0
- Other
- $0
- 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
- 10 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202443199349307079
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