Totals
- Total revenue
- $251,063
- Total expenses
- $488,139
- Contributions and grants received
- $69,238
- Grants paid
- $0
- Program service revenue
- $69,823
- Investment income
- $86,747
- Other revenue
- $25,255
- Total assets, end of year
- $5,133,936
- Total liabilities, end of year
- $24,636
- Net assets or fund balances, end of year
- $5,109,300
- Program services expenses (Part IX)
- $332,348
- Management and general expenses
- $123,348
- Fundraising expenses
- $32,443
- Program service expenses (Part III)
- $332,348
Program services were 68.1% 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
$20,648
-
1f · All other contributions, gifts and grants
$48,590
-
2a · Program service revenue: ADMISSIONS
total $69,823 · related or exempt $69,823
-
3 · Investment income
total $168,065 · excluded $168,065
-
6a · Gross rents
real property $450
-
6c · Rental income or loss
real property $450
-
6d · Net rental income or loss
total $450 · excluded $450
-
7a · Gross sales of assets other than inventory
securities $1,587,594
-
7b · Less cost or other basis and sales expenses
securities $1,668,912
-
7c · Gain or loss
securities -$81,318
-
7d · Net gain or loss
total -$81,318 · excluded -$81,318
-
8a · Fundraising events: gross income
$60,364
-
8b · Fundraising events: direct expenses
$48,064
-
8c · Net income from fundraising events
total $12,300 · excluded $12,300
-
10a · Gross sales of inventory
$30,479
-
10b · Cost of goods sold
$18,518
-
10c · Net income from sales of inventory
total $11,961 · excluded $11,961
-
11a · Other revenue: MISCELLANEOUS
total $544 · excluded $544
-
11e · Other revenue, total
$544
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $65,612 · program services $13,123 · management and general $36,086 · fundraising $16,403
-
7 · Other salaries and wages
total $223,461 · program services $172,145 · management and general $39,904 · fundraising $11,412
-
10 · Payroll taxes
total $26,014 · program services $16,673 · management and general $6,838 · fundraising $2,503
-
11c · Fees: accounting
total $15,813 · program services $1,813 · management and general $14,000
-
11g · Fees: other
total $2,554 · program services $293 · management and general $2,261
-
13 · Office expenses
total $7,377 · program services $2,503 · management and general $3,689 · fundraising $1,185
-
14 · Information technology
total $6,636 · program services $1,659 · management and general $4,977
-
16 · Occupancy
total $29,475 · program services $26,528 · management and general $2,947
-
17 · Travel
total $622 · management and general $622
-
22 · Depreciation, depletion and amortization
total $17,602 · program services $16,898 · management and general $704
-
23 · Insurance
total $13,716 · program services $10,057 · management and general $3,352 · fundraising $307
-
24a · Other expenses: MAINT. AND RESTORATION
total $68,881 · program services $62,278 · management and general $6,603
-
24b · Other expenses: MUSEUMS OPERATIONS
total $5,543 · program services $5,543
-
24c · Other expenses: ADMINISTRATIVE
total $4,053 · program services $2,530 · management and general $890 · fundraising $633
-
24d · Other expenses: PROFESSIONAL DEVELOPMENT
total $475 · management and general $475
-
24e · All other expenses
total $305 · program services $305
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,362 · end of year $8,353
-
2 · Savings and temporary cash investments
beginning of year $360,492 · end of year $197,978
-
4 · Accounts receivable
beginning of year $1,890 · end of year $1,264
-
8 · Inventories for sale or use
beginning of year $19,595 · end of year $14,272
-
10a · Land, buildings and equipment: cost or other basis
$422,301
-
10b · Land, buildings and equipment: accumulated depreciation
$122,820
-
10c · Land, buildings and equipment, net
beginning of year $263,217 · end of year $299,481
-
11 · Investments: publicly traded securities
beginning of year $5,438,907 · end of year $4,606,164
-
15 · Other assets
beginning of year $3,500 · end of year $6,424
-
17 · Accounts payable and accrued expenses
beginning of year $14,118 · end of year $14,887
-
19 · Deferred revenue
beginning of year $5,903 · end of year $6,995
-
25 · Other liabilities
beginning of year $5,367 · end of year $2,754
-
27 · Net assets without donor restrictions
beginning of year $5,027,617 · end of year $4,240,972
-
28 · Net assets with donor restrictions
beginning of year $1,041,958 · end of year $868,328
Mission and programs · 2022
Mission
THE MISSION OF WASHINGTON HERITAGE MUSEUMS IS TO PRESERVE, PROMOTE AND MAINTAIN ITS FOUR 18TH CENTURY PROPERTIES IN FREDERICKSBURG, VIRGINIA AND DEVELOP DYNAMIC EDUCATIONAL RESOURCES AND PROGRAMS TO ENGAGE AND INSPIRE THE INTREST OF EVERYONE.
-
WASHINGTON HERITAGE MUSEUMS PROGRAMS ASSIST IN THE PRESERVATION, PROMOTION, AND MAINTENANCE OF ITS FOUR 18TH CENTURY PROPERTIES IN FREDERICKSBURG, VIRGINIA AND DEVELOP DYNAMIC EDUCATIONAL RESOURCES AND PROGRAMS TO ENGAGE AND INSPIRE THE INTEREST OF EVERYONE.
Expenses $332,348 · Revenue $69,823
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Anne DarronANNE DARRON
EXECUTIVE DI
- Total calculated
- $65,612
- From this org
- $65,612
- From related orgs
- $0
- Other
- $0
- Hours/week
- 42.3
-
Michael SpencerMICHAEL SPENCER
CHAIR
- Total calculated
- $0
- Hours/week
- 6
-
Amy McCulloughAMY MCCULLOUGH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.15
-
Will KinnamonWILL KINNAMON
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Chuck FennellCHUCK FENNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 9.84
-
Jack AppersonJACK APPERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Nancy CollinsNANCY COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Pamela DiggsPAMELA DIGGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.58
-
Zach HatcherZACH HATCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.04
-
Andrea Hickman MeleskiANDREA HICKMAN MELESKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.44
-
Michael O'MalleyMICHAEL O'MALLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.15
-
Cassie PayneCASSIE PAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.77
-
Cristina TurdeanCRISTINA TURDEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.44
-
Alda WhiteALDA WHITE
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
- 2022
- Filed
- 7 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313199349302356
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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