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Nonprofiteer
← MONROE COUNTY HISTORICAL ASSOC INC

Form 990 for tax year 2024

Filed by MONROE COUNTY HISTORICAL ASSOC INC.

Totals

Total revenue
$949,018
Total expenses
$317,305
Contributions and grants received
$797,666
Grants paid
$0
Program service revenue
$2,268
Investment income
$130,131
Other revenue
$18,953
Total assets, end of year
$8,568,614
Total liabilities, end of year
$1,278,384
Net assets or fund balances, end of year
$7,290,230
Program services expenses (Part IX)
$198,937
Management and general expenses
$44,667
Fundraising expenses
$73,701
Program service expenses (Part III)
$198,937

Program services were 62.7% 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

    $11,068

  • 1c · Fundraising events

    $33,742

  • 1d · Related organizations

    $55,088

  • 1e · Government grants (contributions)

    $29,000

  • 1f · All other contributions, gifts and grants

    $668,768

  • 1g · Noncash contributions included above

    $33,742

  • 2a · Program service revenue: TOURS

    total $1,383 · related or exempt $1,383

  • 2b · Program service revenue: LIBRARY FEES

    total $850 · related or exempt $850

  • 2c · Program service revenue: LECTURE SERIES

    total $35 · related or exempt $35

  • 3 · Investment income

    total $130,131 · excluded $130,131

  • 8a · Fundraising events: gross income

    $94,017

  • 8a · Fundraising events: contributions included on line 1c

    $33,742

  • 8b · Fundraising events: direct expenses

    $75,064

  • 8c · Net income from fundraising events

    total $18,953 · excluded $18,953

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $151,469 · program services $99,969 · management and general $21,206 · fundraising $30,294

  • 10 · Payroll taxes

    total $12,379 · program services $8,170 · management and general $1,733 · fundraising $2,476

  • 11b · Fees: legal

    total $10,053 · management and general $2,513 · fundraising $7,540

  • 11c · Fees: accounting

    total $26,832 · management and general $6,708 · fundraising $20,124

  • 11g · Fees: other

    total $9,309 · program services $1,847 · management and general $2,327 · fundraising $5,135

  • 12 · Advertising and promotion

    total $11,105 · program services $8,355 · management and general $2,750

  • 13 · Office expenses

    total $9,816 · program services $4,908 · management and general $1,963 · fundraising $2,945

  • 16 · Occupancy

    total $48,326 · program services $38,660 · management and general $4,833 · fundraising $4,833

  • 20 · Interest

    total $714 · program services $714

  • 22 · Depreciation, depletion and amortization

    total $11,988 · program services $11,988

  • 23 · Insurance

    total $17,723 · program services $16,837 · management and general $532 · fundraising $354

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $5,119 · program services $5,017 · management and general $102

  • 24b · Other expenses: DUES & PERMITS

    total $2,472 · program services $2,472

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,363,960 · end of year $1,104,134

  • 3 · Pledges and grants receivable

    beginning of year $4,000 · end of year $2,275

  • 8 · Inventories for sale or use

    beginning of year $2,179 · end of year $2,179

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

    $7,824,372

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

    $364,346

  • 10c · Land, buildings and equipment, net

    beginning of year $2,978,453 · end of year $7,460,026

  • 17 · Accounts payable and accrued expenses

    beginning of year $690,075 · end of year $1,263,152

  • 23 · Secured mortgages and notes payable

    end of year $15,232

  • 27 · Net assets without donor restrictions

    beginning of year $2,786,587 · end of year $6,795,632

  • 28 · Net assets with donor restrictions

    beginning of year $3,871,930 · end of year $494,598

Mission and programs · 2024

Mission

THE MONROE COUNTY HISTORICAL ASSOCIATION IS A CULTURAL AND LEARNING CENTER THAT ASSISTS OUR DIVERSE COMMUNITY OF RESIDENTS AND VISITORS IN CONNECTING THE COUNTY'S PAST WITH THE PRESENT.

  • THROUGH LECTURES, WORKSHOPS AND TOURS, THE MONROE COUNTY HISTORICAL ASSOCIATION EDUCATES THE PUBLIC ABOUT MONROE COUNTY HISTORY. THE ASSOCIATION'S LIBRARY PROVIDES GENEALOGICAL REFERENCE MATERIAL TO THOSE RESEARCHING THEIR FAMILY HISTORY. THROUGH ITS PARTICIPATION IN LOCAL COMMUNITY ACTIVITIES, THE ASSOCIATION CONTINUES TO BRING TO THE PRESENT MONROE COUNTY'S PAST.

    Expenses $198,937 · Revenue $2,268

As filed on the 2024 return.

Listed in Part VII

  • Robert Moses

    PRESIDENT

    Total calculated
    $0

  • Douglas Arnold

    VICE PRESIDE

    Total calculated
    $0

  • Patricia J Sayler

    TREASURER

    Total calculated
    $0

  • Margot Vagliardo

    DIRECTOR

    Total calculated
    $0

  • Michelle Bisbing

    DIRECTOR

    Total calculated
    $0

  • Charles Eyer

    DIRECTOR

    Total calculated
    $0

  • Lois Gilroy

    DIRECTOR

    Total calculated
    $0

  • John Lefante

    DIRECTOR

    Total calculated
    $0

  • Bill Leonard

    DIRECTOR

    Total calculated
    $0

  • Anthony Stevens-Arroyo

    DIRECTOR

    Total calculated
    $0

  • Linda Bushkofsky

    DIRECTOR

    Total calculated
    $0

  • Raymond Hartzell

    DIRECTOR

    Total calculated
    $0

  • Precie Schroyer

    SECRETARY

    Total calculated
    $0

  • Ken Sandri

    DIRECTOR

    Total calculated
    $0

  • Beth Yaswinski

    ASST TREASUR

    Total calculated
    $0

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
2024
Filed
17 November 2025
IRS schema version
2024v5.0
Source object
202533219349315593

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