Form 990 for tax year 2024
Filed by JEFFERSON COUNTY HISTORICAL AND GENEALOGICAL SOCIETY INCORPORATED.
Totals
- Total revenue
- $242,508
- Total expenses
- $200,172
- Contributions and grants received
- $170,351
- Grants paid
- $0
- Program service revenue
- $3,797
- Investment income
- $50,568
- Other revenue
- $17,792
- Total assets, end of year
- $1,388,504
- Total liabilities, end of year
- $17,849
- Net assets or fund balances, end of year
- $1,370,655
- Program services expenses (Part IX)
- $163,084
- Management and general expenses
- $35,187
- Fundraising expenses
- $1,901
- Program service expenses (Part III)
- $163,084
Program services were 81.5% 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
$9,215
-
1e · Government grants (contributions)
$22,227
-
1f · All other contributions, gifts and grants
$138,909
-
2a · Program service revenue: ADMISSIONS
total $3,797 · related or exempt $3,797
-
3 · Investment income
total $13,752 · related or exempt $13,752
-
5 · Royalties
total $76 · related or exempt $76
-
7a · Gross sales of assets other than inventory
securities $300,234
-
7b · Less cost or other basis and sales expenses
securities $263,418
-
7c · Gain or loss
securities $36,816
-
7d · Net gain or loss
total $36,816 · related or exempt $36,816
-
8a · Fundraising events: gross income
$5,136
-
8b · Fundraising events: direct expenses
$2,573
-
8c · Net income from fundraising events
total $2,563
-
9a · Gaming: gross income
$13,759
-
9b · Gaming: direct expenses
$6,236
-
9c · Net income from gaming
total $7,523 · related or exempt $7,523
-
10a · Gross sales of inventory
$5,896
-
10c · Net income from sales of inventory
total $5,896 · related or exempt $5,896
-
11a · Other revenue: OTHER INCOME
total $1,734 · related or exempt $1,734
-
11e · Other revenue, total
$1,734
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $49,061 · program services $24,561 · management and general $24,500
-
10 · Payroll taxes
total $5,332 · program services $2,666 · management and general $2,666
-
11c · Fees: accounting
total $3,025 · program services $2,813 · management and general $212
-
12 · Advertising and promotion
total $603 · program services $561 · management and general $42
-
13 · Office expenses
total $11,221 · program services $10,435 · management and general $786
-
16 · Occupancy
total $27,272 · program services $25,363 · management and general $1,909
-
20 · Interest
total $485 · management and general $485
-
22 · Depreciation, depletion and amortization
total $27,229 · program services $25,955 · management and general $1,274
-
23 · Insurance
total $8,211 · program services $7,474 · management and general $737
-
24a · Other expenses: GRANT EXPENSES
total $29,644 · program services $29,644
-
24b · Other expenses: CUP ENDOWMENT EXPENSE
total $11,140 · program services $11,140
-
24c · Other expenses: MUSEUM SUPPLIES
total $5,662 · program services $5,662
-
24d · Other expenses: TELEPHONE & INTERNET
total $5,584 · program services $5,193 · management and general $391
-
24e · All other expenses
total $15,703 · program services $11,617 · management and general $2,185 · fundraising $1,901
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,927 · end of year $12,298
-
2 · Savings and temporary cash investments
beginning of year $246,256 · end of year $305,282
-
8 · Inventories for sale or use
beginning of year $14,418 · end of year $14,342
-
10a · Land, buildings and equipment: cost or other basis
$1,088,142
-
10b · Land, buildings and equipment: accumulated depreciation
$406,689
-
10c · Land, buildings and equipment, net
beginning of year $708,682 · end of year $681,453
-
11 · Investments: publicly traded securities
beginning of year $176,245 · end of year $186,452
-
15 · Other assets
beginning of year $188,677 · end of year $188,677
-
24 · Unsecured notes and loans payable
beginning of year $18,498 · end of year $16,583
-
25 · Other liabilities
beginning of year $1,186 · end of year $1,266
-
27 · Net assets without donor restrictions
beginning of year $1,148,276 · end of year $1,186,382
-
28 · Net assets with donor restrictions
beginning of year $176,245 · end of year $184,273
Mission and programs · 2024
Mission
TO PRESERVE, MAINTAIN AND RESTORE HISTORICAL ARTIFACTS AND INFORMATION FOR FUTURE GENERATIONS.
-
THE HISTORY CENTER WAS ORGANIZED TO PRESERVE AND MAINTAIN ARTIFACTS AND EXHIBIT THEM FOR PUBLIC VIEWING.
Expenses $163,084
As filed on the 2024 return.
Listed in Part VII
-
LARRY ANTHONY
PRESIDENT
- Total calculated
- $0
-
KEN BURKETT
TREASURER
- Total calculated
- $0
-
COLLEEN COONEY
VICE PRESIDE
- Total calculated
- $0
-
DEB SEARLS
SECRETARY
- 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
- 13 May 2025
- IRS schema version
- 2024v5.0
- Source object
- 202521509349300312
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