Form 990 for tax year 2025
Filed by BENZIE AREA HISTORICAL SOCIETY.
Totals
- Total revenue
- $488,469
- Total expenses
- $191,596
- Contributions and grants received
- $464,337
- Grants paid
- $0
- Program service revenue
- $10,146
- Investment income
- $13,073
- Other revenue
- $913
- Total assets, end of year
- $2,004,645
- Total liabilities, end of year
- $84,299
- Net assets or fund balances, end of year
- $1,920,346
- Program services expenses (Part IX)
- $159,157
- Management and general expenses
- $30,812
- Fundraising expenses
- $1,627
- Program service expenses (Part III)
- $159,157
Program services were 83.1% 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.
-
1f · All other contributions, gifts and grants
$464,337
-
2a · Program service revenue: TOURS
total $7,474 · related or exempt $7,474
-
2b · Program service revenue: MUSEUM & PUBLICATIONS
total $2,672 · related or exempt $2,672
-
3 · Investment income
total $13,073 · related or exempt $13,073
-
11a · Other revenue: OTHER INCOME
total $913 · related or exempt $913
-
11e · Other revenue, total
$913
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $55,501 · program services $47,176 · management and general $8,325
-
10 · Payroll taxes
total $4,246 · program services $3,609 · management and general $637
-
11c · Fees: accounting
total $9,770 · management and general $9,770
-
13 · Office expenses
total $1,709 · program services $201 · management and general $1,508
-
14 · Information technology
total $20,778 · program services $17,661 · management and general $3,117
-
16 · Occupancy
total $28,276 · program services $28,276
-
22 · Depreciation, depletion and amortization
total $43,176 · program services $36,700 · management and general $6,476
-
23 · Insurance
total $6,544 · program services $5,994 · management and general $550
-
24a · Other expenses: MARKETING & NEWSLETTER
total $14,639 · program services $14,639
-
24b · Other expenses: EXHIBIT EXPENSE
total $2,066 · program services $2,066
-
24c · Other expenses: FUNDRAISING EXPENSE
total $1,627 · fundraising $1,627
-
24d · Other expenses: PROGRAM EXPENSE
total $1,517 · program services $1,517
-
24e · All other expenses
total $1,747 · program services $1,318 · management and general $429
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $58,567 · end of year $65,486
-
2 · Savings and temporary cash investments
beginning of year $404,684 · end of year $219,030
-
8 · Inventories for sale or use
beginning of year $2,823 · end of year $2,062
-
10a · Land, buildings and equipment: cost or other basis
$1,720,119
-
10b · Land, buildings and equipment: accumulated depreciation
$586,909
-
10c · Land, buildings and equipment, net
beginning of year $574,379 · end of year $1,133,210
-
11 · Investments: publicly traded securities
beginning of year $524,534 · end of year $584,857
-
17 · Accounts payable and accrued expenses
beginning of year $1,837 · end of year $84,299
-
27 · Net assets without donor restrictions
beginning of year $1,244,590 · end of year $1,748,695
-
28 · Net assets with donor restrictions
beginning of year $318,560 · end of year $171,651
Mission and programs · 2025
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 $159,157 · Revenue $24,132
As filed on the 2025 return.
Listed in Part VII
-
Larry WhiteLARRY WHITE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 20
-
Steve VeatchSTEVE VEATCH
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
John CollinsJOHN COLLINS
SECRETARY
- Total calculated
- $0
- Hours/week
- 10
-
Phyllis KladderPHYLLIS KLADDER
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Jerry HeimanJERRY HEIMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Linda WoodLINDA WOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Dave ReidDAVE REID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 7.5
-
Tim FosterTIM FOSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Jane Freeland-GerschickJANE FREELAND-GERSCHICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Charles KrausCHARLES KRAUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Stacy DanielsSTACY DANIELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Mercedes BowyerMERCEDES BOWYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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
- 2025
- Filed
- 15 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202601479349301300
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