Form 990 for tax year 2023
Filed by ALLEN CO FT WAYNE HISTORICAL SOCIETY INC.
Totals
- Total revenue
- $748,656
- Total expenses
- $783,294
- Contributions and grants received
- $614,547
- Grants paid
- $0
- Program service revenue
- $15,869
- Investment income
- $20,797
- Other revenue
- $97,443
- Total assets, end of year
- $6,242,169
- Total liabilities, end of year
- $45,754
- Net assets or fund balances, end of year
- $6,196,415
- Program services expenses (Part IX)
- $571,569
- Management and general expenses
- $178,234
- Fundraising expenses
- $33,491
- Program service expenses (Part III)
- $571,569
Program services were 73.0% 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
$20,592
-
1c · Fundraising events
$42,704
-
1e · Government grants (contributions)
$36,610
-
1f · All other contributions, gifts and grants
$514,641
-
2a · Program service revenue: Museum admissions
total $13,595 · related or exempt $13,595
-
2b · Program service revenue: Richardville House admissions
total $609 · related or exempt $609
-
2c · Program service revenue: Education programs
total $1,665 · related or exempt $1,665
-
3 · Investment income
total $29,302 · excluded $29,302
-
6a · Gross rents
real property $33,694
-
6b · Less rental expenses
real property $14,401
-
6c · Rental income or loss
real property $19,293
-
6d · Net rental income or loss
total $19,293 · excluded $19,293
-
7a · Gross sales of assets other than inventory
securities $247,409 · other assets $3,957
-
7b · Less cost or other basis and sales expenses
securities $259,871
-
7c · Gain or loss
securities -$12,462 · other assets $3,957
-
7d · Net gain or loss
total -$8,505 · excluded -$8,505
-
8a · Fundraising events: gross income
$70,360
-
8a · Fundraising events: contributions included on line 1c
$42,704
-
8b · Fundraising events: direct expenses
$23,086
-
8c · Net income from fundraising events
total $47,274 · excluded $47,274
-
10a · Gross sales of inventory
$8,823
-
10b · Cost of goods sold
$7,396
-
10c · Net income from sales of inventory
total $1,427 · unrelated business $896 · excluded $531
-
11a · Other revenue: Museum rentals
total $29,399 · excluded $29,399
-
11b · Other revenue: Program services
total $50 · excluded $50
-
11e · Other revenue, total
$29,449
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $116,705 · program services $46,684 · management and general $52,515 · fundraising $17,506
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $184,930 · program services $166,170 · management and general $5,850 · fundraising $12,910
-
8 · Pension plan contributions
total $1,310 · program services $1,310
-
9 · Other employee benefits
total $21,143 · program services $21,143
-
10 · Payroll taxes
total $21,153 · program services $15,283 · management and general $3,769 · fundraising $2,101
-
11a · Fees: management
total $520 · management and general $520
-
11b · Fees: legal
total $18,850 · management and general $18,850
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $4,518 · management and general $4,518
-
11g · Fees: other
total $2,275 · program services $2,275
-
12 · Advertising and promotion
total $5,181 · program services $4,581 · management and general $600
-
13 · Office expenses
total $52,212 · program services $33,917 · management and general $17,503 · fundraising $792
-
14 · Information technology
total $2,789 · program services $2,789
-
15 · Royalties
total $0
-
16 · Occupancy
total $129,200 · program services $105,149 · management and general $24,051
-
17 · Travel
total $173 · management and general $173
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $77 · management and general $77
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $178,856 · program services $141,833 · management and general $37,023
-
23 · Insurance
total $25,732 · program services $18,345 · management and general $7,205 · fundraising $182
-
24a · Other expenses: Dues subscriptions
total $1,558 · program services $289 · management and general $1,269
-
24b · Other expenses: Educational programs
total $5,315 · program services $5,315
-
24c · Other expenses: Exhibits preparation supplies
total $6,486 · program services $6,486
-
24e · All other expenses
total $4,311 · management and general $4,311
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $382,607 · end of year $330,906
-
2 · Savings and temporary cash investments
beginning of year $7,551 · end of year $82,750
-
3 · Pledges and grants receivable
beginning of year $96,500 · end of year $38,000
-
4 · Accounts receivable
beginning of year $12,010 · end of year $8,907
-
8 · Inventories for sale or use
beginning of year $17,621 · end of year $18,091
-
9 · Prepaid expenses and deferred charges
beginning of year $6,104 · end of year $8,432
-
10a · Land, buildings and equipment: cost or other basis
$7,406,321
-
10b · Land, buildings and equipment: accumulated depreciation
$2,632,491
-
10c · Land, buildings and equipment, net
beginning of year $4,851,521 · end of year $4,773,830
-
11 · Investments: publicly traded securities
beginning of year $884,781 · end of year $981,253
-
17 · Accounts payable and accrued expenses
beginning of year $41,249 · end of year $17,162
-
19 · Deferred revenue
beginning of year $13,376 · end of year $16,289
-
25 · Other liabilities
beginning of year $23,400 · end of year $12,303
-
27 · Net assets without donor restrictions
beginning of year $5,573,320 · end of year $5,574,543
-
28 · Net assets with donor restrictions
beginning of year $607,350 · end of year $621,872
Mission and programs · 2023
Mission
The mission of The History Center is to develop and promote a series of historical exhibits, programs, lectures and publications for its members, schools in the community and the general public.
-
The History Center develops and promotes a series of historical exhibits, programs, lectures and publications for members, community schools and the general public. Approximately 76,200 people either visited the History Center or attended off-site programs during the fiscal year ended June 30, 2024.
Expenses $571,569
As filed on the 2023 return.
Listed in Part VII
-
Todd M Pelfrey
Executive Director
- Total calculated
- $104,199
- From this org
- $94,697
- From related orgs
- $0
- Other
- $9,502
- Hours/week
- 40
-
John Beatty
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Clifford Buttram Jr
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen Chapman
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael Galbraith
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Tim Harmon
Director - Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Tom Harris
Director - V. President
- Total calculated
- $0
- Hours/week
- 1
-
W Michael Horton
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff Krull
Director - Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Floyd Lancia
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Angela Quinn
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Joanna Rogers
Director - President
- Total calculated
- $0
- Hours/week
- 2
-
Jan Sanner
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jaki Schreier
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Megan Torres
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Georgia Wratstad Ulmschneider
Director
- Total calculated
- $0
- Hours/week
- 0.5
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
- 26 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520739349300622
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