Skip to content
Nonprofiteer
← BALTIMORE HERITAGE AREA ASSOCIATION INC

Form 990 for tax year 2022

Filed by BALTIMORE HERITAGE AREA ASSOCIATION INC.

Totals

Total revenue
$1,127,567
Total expenses
$1,058,797
Contributions and grants received
$997,834
Grants paid
$197,024
Program service revenue
$129,621
Investment income
$112
Other revenue
$0
Total assets, end of year
$836,996
Total liabilities, end of year
$502,970
Net assets or fund balances, end of year
$334,026
Program services expenses (Part IX)
$989,411
Management and general expenses
$61,840
Fundraising expenses
$7,546
Program service expenses (Part III)
$989,411

Program services were 93.4% 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.

  • 1e · Government grants (contributions)

    $880,409

  • 1f · All other contributions, gifts and grants

    $117,425

  • 2a · Program service revenue: HISTORICAL MARKERS/SIG

    total $94,564 · related or exempt $94,564

  • 2b · Program service revenue: MENCKEN HOUSE

    total $18,214 · related or exempt $18,214

  • 2c · Program service revenue: MUSEUM SUPPORT

    total $14,836 · related or exempt $14,836

  • 2d · Program service revenue: OTHER PROGRAM

    total $2,007 · related or exempt $2,007

  • 3 · Investment income

    total $112 · excluded $112

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $197,024 · program services $197,024

  • 5 · Compensation of officers, directors and key employees

    total $115,305 · program services $94,279 · management and general $19,327 · fundraising $1,699

  • 7 · Other salaries and wages

    total $247,440 · program services $243,611 · fundraising $3,829

  • 9 · Other employee benefits

    total $13,266 · program services $13,078 · fundraising $188

  • 10 · Payroll taxes

    total $32,064 · program services $29,929 · management and general $1,648 · fundraising $487

  • 11b · Fees: legal

    total $1,324 · program services $386 · management and general $938

  • 11c · Fees: accounting

    total $24,950 · management and general $24,950

  • 11g · Fees: other

    total $157,810 · program services $157,427 · management and general $383

  • 12 · Advertising and promotion

    total $46,353 · program services $46,353

  • 13 · Office expenses

    total $58,874 · program services $54,953 · management and general $3,026 · fundraising $895

  • 16 · Occupancy

    total $25,099 · program services $23,427 · management and general $1,290 · fundraising $382

  • 17 · Travel

    total $39,534 · program services $39,534

  • 19 · Conferences, conventions and meetings

    total $4,832 · program services $4,832

  • 23 · Insurance

    total $5,282 · management and general $5,282

  • 24a · Other expenses: PRODUCTIONS & EXHIBITIO

    total $78,317 · program services $78,317

  • 24b · Other expenses: TRAINING

    total $4,772 · management and general $4,772

  • 24c · Other expenses: EQUIPMENT

    total $4,267 · program services $3,983 · management and general $219 · fundraising $65

  • 24d · Other expenses: STIPENDS

    total $2,200 · program services $2,200

  • 24e · All other expenses

    total $84 · program services $78 · management and general $5 · fundraising $1

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $494,323 · end of year $166,263

  • 2 · Savings and temporary cash investments

    beginning of year $180,918 · end of year $584,730

  • 3 · Pledges and grants receivable

    beginning of year $82,364 · end of year $24,519

  • 4 · Accounts receivable

    beginning of year $11,846 · end of year $56,164

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,147 · end of year $5,320

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,383 · end of year $64,144

  • 19 · Deferred revenue

    beginning of year $458,959 · end of year $438,826

  • 27 · Net assets without donor restrictions

    beginning of year $183,753 · end of year $153,721

  • 28 · Net assets with donor restrictions

    beginning of year $81,503 · end of year $180,305

Mission and programs · 2022

Mission

PRESERVING, PROMOTING AND ENHANCING BALTIMORE'S CULTURAL AND HISTORIC LEGACY AND NATURAL RESOURCES FOR CURRENT AND FUTURE GENERATIONS.

  • PROMOTE HERITAGE, CULTURAL, AND RECREATIONAL TOURISM IN BALTIMORE THROUGH EDUCATIONAL AND CULTURAL PROGRAMS FOR VISITORS AND THE GENERAL PUBLIC, INCLUDING MANAGING AND ASSISTING WITH THREE GRANT PROGRAMS: SMALL CAP GRANT PROGRAM, THE MARYLAND HERTIAGE AREAS AUTHORITY PROJECT GRANT PROGRAM, AND THE HERITAGE INVESTMENT GRANT PROGRAM. THE BNHA SMALL CAP GRANT PROGRAM IS FUNDED THROUGH CITY GENERAL OBLIGATION BOND MONEY ($100,000) AND THE HERITAGE INVESTMENT GRANT PROGRAM IS FUNDED USING FEDERAL DOLLARS. THE HERITAGE AREA ALSO COORDINATES THE SUBMISSION OF GRANT APPLICATIONS TO THE STATE (MHAA) THROUGH A LOCAL REVIEW AND RANKING PROCESS. THE PURPOSE OF ALL THREE GRANT PROGRAMS IS TO TARGET INVESTMENT IN THE PRESERVATION AND DEVELOPMENT OF KEY HERITAGE TOURISM SITES WITHIN THE HERITAGE AREA'S BOUNDRY.

    Expenses $886,817 · Grants $197,024 · Revenue $94,564

  • PLANNED AND ORGANIZED EDUCATIONAL PROGRAMS FOR CHILDREN IN BALTIMORE, INCLUDING KIDS IN KAYAKS AND EVERY KID IN A NATIONAL PARK.

    Expenses $67,367

  • PROVIDED GUIDED TOURS FOR HERITAGE WALK, MT. VERNON CULTURAL WALK, PENNSYLVANIA AVENUE AND FELL'S POINT. THE WALKING TOURS EXPOSE NUMEROUS MUSEUMS (MANY SMALL AND CONSIDERED TO BE HIDDEN GEMS) TO THE PUBLIC.

    Expenses $16,013 · Revenue $15,843

  • OTHER MISCELLANOUS PROGRAMS

    Expenses $19,214 · Revenue $19,214

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JAMES PIPER BOND

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • JEANNIE HOWE

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • ROBERT E THOMAS

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • REV DR AL HATHAWAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN O MOZELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHAUNTEE DANIELS

    EXECUTIVE DIRECTOR

    Total calculated
    $111,905
    From this org
    $97,312
    From related orgs
    $0
    Other
    $14,593
    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
30 November 2023
IRS schema version
2022v5.0
Source object
202303349349301100

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.