Form 990 for tax year 2023
Filed by HEALDSBURG MUSEUM AND HISTORICAL SOCIETY.
Totals
- Total revenue
- $260,048
- Total expenses
- $331,457
- Contributions and grants received
- $164,114
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $64,640
- Other revenue
- $31,294
- Total assets, end of year
- $1,359,882
- Total liabilities, end of year
- $4,007
- Net assets or fund balances, end of year
- $1,355,875
- Program services expenses (Part IX)
- $114,236
- Management and general expenses
- $198,877
- Fundraising expenses
- $18,344
- Program service expenses (Part III)
- $114,236
Program services were 34.5% 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
$30,739
-
1e · Government grants (contributions)
$5,000
-
1f · All other contributions, gifts and grants
$128,375
-
3 · Investment income
total $33,294 · excluded $33,294
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $84,290
-
7b · Less cost or other basis and sales expenses
securities $52,944
-
7c · Gain or loss
securities $31,346
-
7d · Net gain or loss
total $31,346 · related or exempt $31,346
-
8a · Fundraising events: gross income
$64,953
-
8b · Fundraising events: direct expenses
$37,160
-
8c · Net income from fundraising events
total $27,793
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$4,597
-
10b · Cost of goods sold
$1,096
-
10c · Net income from sales of inventory
total $3,501 · excluded $3,501
-
11e · Other revenue, total
$0
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 $77,573 · program services $38,786 · management and general $34,908 · fundraising $3,879
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $81,571 · program services $34,628 · management and general $40,324 · fundraising $6,619
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $12,561 · program services $4,774 · management and general $7,410 · fundraising $377
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $280 · management and general $280
-
11c · Fees: accounting
total $8,673 · management and general $8,673
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $1,851 · management and general $1,851
-
11g · Fees: other
total $32,185 · program services $8,650 · management and general $21,522 · fundraising $2,013
-
12 · Advertising and promotion
total $100 · program services $100
-
13 · Office expenses
total $15,654 · program services $13,082 · management and general $796 · fundraising $1,776
-
14 · Information technology
total $569 · management and general $569
-
15 · Royalties
total $0
-
16 · Occupancy
total $55,381 · program services $1,050 · management and general $54,331
-
17 · Travel
total $1,624 · program services $1,610 · management and general $14
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,670 · management and general $5,670
-
24a · Other expenses: Telecommunications
total $8,847 · program services $175 · management and general $8,672
-
24b · Other expenses: Tree & pest maintenance
total $4,720 · program services $4,720
-
24c · Other expenses: EQUIPMENT RENTAL
total $4,512 · management and general $4,512
-
24d · Other expenses: Exhibit expenses
total $3,789 · program services $2,921 · fundraising $868
-
24e · All other expenses
total $15,897 · program services $3,740 · management and general $9,345 · fundraising $2,812
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $120,071 · end of year $78,953
-
2 · Savings and temporary cash investments
beginning of year $11,562 · end of year $4,603
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $4,282 · end of year $5,850
-
9 · Prepaid expenses and deferred charges
end of year $1,000
-
10a · Land, buildings and equipment: cost or other basis
$195,485
-
10b · Land, buildings and equipment: accumulated depreciation
$85,307
-
10c · Land, buildings and equipment, net
beginning of year $113,565 · end of year $110,178
-
11 · Investments: publicly traded securities
beginning of year $1,115,388 · end of year $1,159,296
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $2
-
17 · Accounts payable and accrued expenses
beginning of year $3,069 · end of year $4,007
-
19 · Deferred revenue
beginning of year $10,800
-
25 · Other liabilities
beginning of year $3
-
27 · Net assets without donor restrictions
beginning of year -$30,758 · end of year $24,025
-
28 · Net assets with donor restrictions
beginning of year $1,381,754 · end of year $1,331,850
Mission and programs · 2023
Mission
The museum & historical society located in Healdsburg CA, is charged with the preservation of local history through the collection, preservation & presentation of historical artifacts such as: furniture, photographs, textiles, manuscripts, books, documents, memorabilia, equipment, architectural drawings, & other objects that capture the history of Healdsburg lifestyle, industry, population, communities, architecture, politics, & other aspects of the town & region
Activities or mission (Part I)
A standing installation in the principle gallery drawn from artifacts displayed on a rotational basis from the permanent collection, Temporary exhibits are also mounted which utilize items from the permanent collection and/or those borrowed from outside collectors.
-
THE HEALDSBURG MUSEUM & HISTORICAL SOCIETY OPERATES THE MUSEUM BY PROVIDING: PROFESSIONAL STAFF, VOLUNTEERS, DOCENTS AND RECEPTIONISTS. IT FACILITATES LOCAL HISTORICAL RESEARCH THROUGH CONTINUED LOCAL NEWSPAPER INDEXING. ITS RESEARCH CENTER SERVES RESEARCHERS IN PERSON, BY MAIL, AND EMAIL. THE COMPILATION OF SUCH ACTIVITIES IS FOCUSED ON THE PRESERVATION OF THE LOCAL AREA'S HISTORY THROUGH: A STANDING INSTALLATION IN THE PRINCIPLE GALLERY DRAWN FROM ARTIFACTS DISPLAYED ON A ROTATIONAL BASIS FROM THE PERMANENT COLLECTION. TEMPORARY EXHIBITS ARE ALSO MOUNTED WHICH UTILIZE ITEMS FROM THE PERMANENT COLLECTION AND/OR THOSE BORROWED FROM OUTSIDE COLLECTORS. THE MUSEUM STAFF AND VOLUNTEERS HAVE REFURBISHED THE PERMANENT GALLERY. N ADDITION, THE HEALDSBURG MUSEUM & HISTORICAL SOCIETY HAS RESEARCHERS WHO WRITE AND PUBLISH A SCHOLARLY HISTORICAL JOURNAL ON A QUARTERLY BASIS CALLED, "THE RUSSIAN RIVER RECORDER." PARTNERING WITH THE HEALDSBURG BRANCH OF THE SONOMA COUNTY LIBRARY, THE MUSEUM MAINTAINS AN ONGOING ORAL HISTORY PROJECT.
Expenses $114,236 · Revenue $159,114
As filed on the 2023 return.
Listed in Part VII
-
Holly Hoods
Executive Dir.
- Total calculated
- $77,573
- From this org
- $77,573
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Susan Sheehy
Past President
- Total calculated
- $0
- Hours/week
- 5
-
Clay Green
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jan kiely
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bob Pennypacker
Asst Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Deborah Kravitz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark McMullen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jane Rosenberg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Mukaida
President
- Total calculated
- $0
- Hours/week
- 1
-
Reta Munselle
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Frances Schierenbeck
Director
- Total calculated
- $0
- Hours/week
- 1
-
Fred Eisenhart
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Caroline Bonita
Director
- Total calculated
- $0
- Hours/week
- 1
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
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433179349309033
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