Form 990 for tax year 2023
Filed by BENZIE AREA HISTORICAL SOCIETY.
Totals
- Total revenue
- $141,752
- Total expenses
- $165,954
- Contributions and grants received
- $116,284
- Grants paid
- $0
- Program service revenue
- $10,178
- Investment income
- $14,529
- Other revenue
- $761
- Total assets, end of year
- $1,194,140
- Total liabilities, end of year
- $1,865
- Net assets or fund balances, end of year
- $1,192,275
- Program services expenses (Part IX)
- $144,256
- Management and general expenses
- $20,104
- Fundraising expenses
- $1,594
- Program service expenses (Part III)
- $144,256
Program services were 86.9% 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)
$16,370
-
1f · All other contributions, gifts and grants
$99,914
-
2a · Program service revenue: TOURS
total $5,400 · related or exempt $5,400
-
2b · Program service revenue: MUSEUM & PUBLICATIONS
total $4,778 · related or exempt $4,778
-
3 · Investment income
total $14,529 · related or exempt $14,529
-
11a · Other revenue: OTHER INCOME
total $761 · related or exempt $761
-
11e · Other revenue, total
$761
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $54,085 · program services $45,972 · management and general $8,113
-
10 · Payroll taxes
total $4,179 · program services $3,552 · management and general $627
-
11c · Fees: accounting
total $2,700 · management and general $2,700
-
12 · Advertising and promotion
total $12,629 · program services $12,629
-
13 · Office expenses
total $3,296 · program services $489 · management and general $2,807
-
14 · Information technology
total $13,723 · program services $11,665 · management and general $2,058
-
16 · Occupancy
total $21,518 · program services $18,290 · management and general $3,228
-
22 · Depreciation, depletion and amortization
total $38,305 · program services $38,305
-
23 · Insurance
total $3,809 · program services $3,238 · management and general $571
-
24a · Other expenses: EXHIBIT EXPENSE
total $5,957 · program services $5,957
-
24b · Other expenses: PROGRAM EXPENSE
total $3,128 · program services $3,128
-
24c · Other expenses: GENERAL FUNDRAISING EXP
total $1,594 · fundraising $1,594
-
24d · Other expenses: STORE EXPENSE
total $1,031 · program services $1,031
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $61,563 · end of year $16,023
-
2 · Savings and temporary cash investments
beginning of year $125,939 · end of year $152,386
-
8 · Inventories for sale or use
beginning of year $2,518 · end of year $2,518
-
9 · Prepaid expenses and deferred charges
beginning of year $4,850
-
10a · Land, buildings and equipment: cost or other basis
$1,038,539
-
10b · Land, buildings and equipment: accumulated depreciation
$505,639
-
10c · Land, buildings and equipment, net
beginning of year $546,456 · end of year $532,900
-
11 · Investments: publicly traded securities
beginning of year $431,189 · end of year $490,313
-
17 · Accounts payable and accrued expenses
beginning of year $2,250 · end of year $1,865
-
19 · Deferred revenue
beginning of year $5,000
-
27 · Net assets without donor restrictions
beginning of year $1,165,265 · end of year $1,192,275
Mission and programs · 2023
Mission
TO PRESERVE THE HISTORY OF BENZIE COUNTY WITH ARTIFACTS, PROGRAMS AND ONLINE ACCESS TO GENEOLOGICAL RECORDS.
Activities or mission (Part I)
TO CONNECT PEOPLE TO THE PAST THROUGH THE VIBRANT STORY OF OUR REGION. BY COLLECTING, PRESERVING AND INTERPRETING THE HISTORY OF THE BENZIE AREA. WE LINK THE PAST WITH THE PRESENT AND INSPIRE FUTURE GENERATIONS.
-
TO EDUCATE THE PUBLIC ABOUT BENZIE COUNTY HISTORY AND MAINTAIN HISTORICAL ITEMS.
Expenses $144,256 · Revenue $10,178
As filed on the 2023 return.
Listed in Part VII
-
JOHN COLLINS
SECRETARY
- Total calculated
- $0
- Hours/week
- 10
-
PHYLLIS KLADDER
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
JERRY HEIMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
LARRY WHITE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 20
-
TRUDI HOOK
TREASURER
- Total calculated
- $0
- Hours/week
- 7
-
LINDA WOOD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
DAVE REID
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 7.5
-
TIM FOSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JANE FREELAND-GERSCHICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
CHARLES KRAUS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
STACY DANIELS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVE VEATCH
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3.75
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
- 3 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431249349302248
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