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Nonprofiteer
← WINTER GARDEN HERITAGE FOUNDATION INC

Form 990 for tax year 2022

Filed by WINTER GARDEN HERITAGE FOUNDATION INC.

Totals

Total revenue
$361,521
Total expenses
$319,199
Contributions and grants received
$245,754
Grants paid
$0
Program service revenue
$0
Investment income
$33,188
Other revenue
$82,579
Total assets, end of year
$2,376,784
Total liabilities, end of year
$15,329
Net assets or fund balances, end of year
$2,361,455
Program services expenses (Part IX)
$267,502
Management and general expenses
$35,493
Fundraising expenses
$16,204
Program service expenses (Part III)
$267,502

Program services were 83.8% 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

    $7,650

  • 1e · Government grants (contributions)

    $35,000

  • 1f · All other contributions, gifts and grants

    $203,104

  • 1g · Noncash contributions included above

    $59,700

  • 3 · Investment income

    total $25,279 · excluded $25,279

  • 6a · Gross rents

    real property $54,151

  • 6c · Rental income or loss

    real property $54,151

  • 6d · Net rental income or loss

    total $54,151 · excluded $54,151

  • 7a · Gross sales of assets other than inventory

    securities $75,000 · other assets $7,374

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

    securities $74,465

  • 7c · Gain or loss

    securities $535 · other assets $7,374

  • 7d · Net gain or loss

    total $7,909 · excluded $7,909

  • 8a · Fundraising events: gross income

    $29,965

  • 8b · Fundraising events: direct expenses

    $5,060

  • 8c · Net income from fundraising events

    total $24,905 · excluded $24,905

  • 10a · Gross sales of inventory

    $6,843

  • 10b · Cost of goods sold

    $3,320

  • 10c · Net income from sales of inventory

    total $3,523 · related or exempt $3,523

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $98,978 · program services $74,233 · management and general $14,847 · fundraising $9,898

  • 9 · Other employee benefits

    total $1,950 · program services $1,462 · management and general $293 · fundraising $195

  • 10 · Payroll taxes

    total $10,011 · program services $7,508 · management and general $1,502 · fundraising $1,001

  • 11c · Fees: accounting

    total $17,383 · program services $1,738 · management and general $11,299 · fundraising $4,346

  • 12 · Advertising and promotion

    total $9,643 · program services $9,643

  • 13 · Office expenses

    total $21,945 · program services $17,556 · management and general $4,389

  • 14 · Information technology

    total $5,584 · program services $4,467 · management and general $1,117

  • 16 · Occupancy

    total $106,445 · program services $104,622 · management and general $1,823

  • 22 · Depreciation, depletion and amortization

    total $28,781 · program services $28,781

  • 23 · Insurance

    total $8,511 · program services $8,511

  • 24a · Other expenses: ADVISORY FEES

    total $4,437 · program services $4,437

  • 24b · Other expenses: PROGRAM COSTS

    total $3,278 · program services $3,278

  • 24c · Other expenses: PAYROLL SERVICE FEES

    total $1,489 · program services $1,266 · management and general $223

  • 24d · Other expenses: WINE WALK COSTS

    total $414 · fundraising $414

  • 24e · All other expenses

    total $350 · fundraising $350

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $161,187 · end of year $72,206

  • 2 · Savings and temporary cash investments

    beginning of year $216,564 · end of year $348,173

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

    $1,294,001

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

    $313,487

  • 10c · Land, buildings and equipment, net

    beginning of year $994,695 · end of year $980,514

  • 11 · Investments: publicly traded securities

    beginning of year $835,337 · end of year $902,813

  • 15 · Other assets

    beginning of year $73,078 · end of year $73,078

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,164 · end of year $2,427

  • 25 · Other liabilities

    beginning of year $7,462 · end of year $12,902

  • 27 · Net assets without donor restrictions

    beginning of year $1,220,333 · end of year $1,262,195

  • 28 · Net assets with donor restrictions

    beginning of year $1,051,902 · end of year $1,099,260

Mission and programs · 2022

Mission

TO PRESERVE THE HERITAGE AND ARCHITECTURE OF WINTER GARDEN WHILE CREATING NEW CULTURAL EXPERIENCES.

  • THE WINTER GARDEN HERITAGE FOUNDATION OPERATES TWO MUSEUMS AND A VISITORS' CENTER IN WINTER GARDEN, FLORIDA. THE FOUNDATION ALSO OPERATES AN ARCHIVE WHICH HOUSES A VAST COLLECTION DOCUMENTING THE HISTORY OF WEST ORANGE COUNTY. THIS COLLECTION IS UTILIZED TO EDUCATE THE AREA'S YOUTH ON THE COMMUNITY'S RICH HISTORY THROUGH USE IN EDUCATIONAL PROGRAMS, TOURS AND EXHIBITIONS.

    Expenses $267,502

As filed on the 2022 return.

Listed in Part VII

  • Ward Britt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Howard Brown

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Gretchen Britt Burmeister

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tom Burnett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Larry Cappleman

    TREASURER

    Total calculated
    $0
    Hours/week
    6

  • Arnold Catellanos

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Frank Chase

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Phillip Cross

    SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • Amanda Daluga

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mike Forrester

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    6

  • Tim Keating II

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jones Iliana

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ed Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Amy Quesinberry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Talbot

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

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
11 December 2023
IRS schema version
2022v5.0
Source object
202333489349300403

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