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Nonprofiteer
← HISTORIC MADISON FOUNDATION INC

Form 990 for tax year 2022

Filed by HISTORIC MADISON FOUNDATION INC.

Totals

Total revenue
$349,862
Total expenses
$461,287
Contributions and grants received
$37,336
Grants paid
$0
Program service revenue
$16,211
Investment income
$305,618
Other revenue
-$9,303
Total assets, end of year
$11,529,064
Total liabilities, end of year
$6,801
Net assets or fund balances, end of year
$11,522,263
Program services expenses (Part IX)
$306,840
Management and general expenses
$108,530
Fundraising expenses
$45,917
Program service expenses (Part III)
$306,840

Program services were 66.5% 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.

  • 1f · All other contributions, gifts and grants

    $37,336

  • 2a · Program service revenue: ADMISSIONS INCOME

    total $15,429 · related or exempt $15,429

  • 2b · Program service revenue: SALE OF ARTIFACTS

    total $782 · related or exempt $782

  • 3 · Investment income

    total $134,788 · excluded $134,788

  • 6a · Gross rents

    real property $1,500

  • 6b · Less rental expenses

    real property $11,766

  • 6c · Rental income or loss

    real property -$10,266

  • 6d · Net rental income or loss

    total -$10,266 · excluded -$10,266

  • 7a · Gross sales of assets other than inventory

    securities $170,830

  • 7c · Gain or loss

    securities $170,830

  • 7d · Net gain or loss

    total $170,830 · related or exempt $170,830

  • 11a · Other revenue: MISCELLANEOUS

    total $963 · related or exempt $963

  • 11e · Other revenue, total

    $963

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $185,262 · program services $103,747 · management and general $44,463 · fundraising $37,052

  • 9 · Other employee benefits

    total $18,597 · program services $10,415 · management and general $4,463 · fundraising $3,719

  • 10 · Payroll taxes

    total $13,825 · program services $7,742 · management and general $3,318 · fundraising $2,765

  • 11a · Fees: management

    total $41,926 · management and general $41,926

  • 11c · Fees: accounting

    total $2,984 · management and general $2,984

  • 11g · Fees: other

    total $1,395 · management and general $1,395

  • 13 · Office expenses

    total $6,103 · program services $3,662 · management and general $1,831 · fundraising $610

  • 17 · Travel

    total $2,918 · program services $1,459 · management and general $584 · fundraising $875

  • 22 · Depreciation, depletion and amortization

    total $79,139 · program services $79,139

  • 23 · Insurance

    total $23,763 · program services $22,575 · management and general $1,188

  • 24a · Other expenses: UTILITIES

    total $42,369 · program services $40,251 · management and general $2,118

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $33,955 · program services $32,257 · management and general $1,698

  • 24c · Other expenses: SUPPLIES

    total $3,943 · program services $2,760 · management and general $1,183

  • 24d · Other expenses: MISCELLANEOUS EXPENSE

    total $2,467 · program services $1,234 · management and general $740 · fundraising $493

  • 24e · All other expenses

    total $2,641 · program services $1,599 · management and general $639 · fundraising $403

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $348 · end of year $348

  • 2 · Savings and temporary cash investments

    beginning of year $535,786 · end of year $455,534

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

    $5,812,696

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

    $1,204,406

  • 10c · Land, buildings and equipment, net

    beginning of year $4,622,353 · end of year $4,608,290

  • 11 · Investments: publicly traded securities

    beginning of year $8,053,166 · end of year $6,464,892

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,281 · end of year $6,801

  • 27 · Net assets without donor restrictions

    beginning of year $8,963,435 · end of year $7,111,066

  • 28 · Net assets with donor restrictions

    beginning of year $4,235,937 · end of year $4,411,197

Mission and programs · 2022

Mission

TO PRESERVE AND EDUCATE THE PUBLIC ABOUT HISTORIC ARCHITECTURE.

  • TO SUPPORT THE ORGANIZATION OF HISTORIC MADISON, INC., WHOSE PURPOSE IS THE PRESERVATION OF HISTORIC BUILDINGS AND THE EDUCATION OF THE PUBLIC ABOUT HISTORIC ARCHITECTURE.

    Expenses $306,840 · Revenue $16,211

  • TO SUPPORT THE ORGANIZATION OF HISTORIC MADISON, INC., WHOSE PURPOSE IS THE PRESERVATION OF HISTORIC BUILDINGS AND THE EDUCATION OF THE PUBLIC ABOUT HISTORIC ARCHITECTURE.

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

Listed in Part VII

  • John Staicer

    PRES./EXE. D

    Total calculated
    $75,447
    From this org
    $58,547
    From related orgs
    $0
    Other
    $16,900
    Hours/week
    40

  • Merritt Alcorn

    CHAIR EMERIT

    Total calculated
    $0

  • Jessica Butler

    DIRECTOR

    Total calculated
    $0

  • Lisa Cutshall

    VICE-PRESIDE

    Total calculated
    $0

  • Molly Dodge

    DIRECTOR

    Total calculated
    $0

  • Dr Thomas Eckert

    DIRECTOR

    Total calculated
    $0

  • John Galvin

    PRESIDENT EM

    Total calculated
    $0

  • Heidi Kendall-Sage

    DIRECTOR

    Total calculated
    $0

  • Kelly Lambert

    DIRECTOR

    Total calculated
    $0

  • John Muessel

    TREASURER

    Total calculated
    $0

  • Chuck Requet

    DIRECTOR

    Total calculated
    $0

  • Austin Sims

    DIRECTOR

    Total calculated
    $0

  • Jon Smith

    DIRECTOR

    Total calculated
    $0

  • Jill Wiest

    SECRETARY

    Total calculated
    $0

  • Kevin Yancey

    CHAIR

    Total calculated
    $0

  • Greg Ziesmer

    DIRECTOR

    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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
12 May 2023
IRS schema version
2022v5.0
Source object
202321329349302397

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