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Nonprofiteer
← SOUTH WOOD COUNTY HISTORICAL CORPORATION

Form 990 for tax year 2023

Filed by SOUTH WOOD COUNTY HISTORICAL CORPORATION.

Totals

Total revenue
$136,874
Total expenses
$202,410
Contributions and grants received
$55,974
Grants paid
$0
Program service revenue
$0
Investment income
$80,900
Other revenue
$0
Total assets, end of year
$1,838,104
Total liabilities, end of year
$2,689
Net assets or fund balances, end of year
$1,835,415
Program services expenses (Part IX)
$165,648
Management and general expenses
$36,762
Fundraising expenses
$0
Program service expenses (Part III)
$165,648

Program services were 81.8% 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

    $55,974

  • 3 · Investment income

    total $48,324 · excluded $48,324

  • 7a · Gross sales of assets other than inventory

    securities $380,775 · other assets $6,512

  • 7b · Less cost or other basis and sales expenses

    securities $354,711

  • 7c · Gain or loss

    securities $26,064 · other assets $6,512

  • 7d · Net gain or loss

    total $32,576 · excluded $32,576

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $76,895 · program services $67,456 · management and general $9,439

  • 10 · Payroll taxes

    total $5,882 · program services $5,294 · management and general $588

  • 11c · Fees: accounting

    total $6,600 · management and general $6,600

  • 11f · Fees: investment management

    total $10,882 · management and general $10,882

  • 12 · Advertising and promotion

    total $670 · program services $670

  • 13 · Office expenses

    total $430 · program services $215 · management and general $215

  • 16 · Occupancy

    total $60,592 · program services $52,665 · management and general $7,927

  • 22 · Depreciation, depletion and amortization

    total $15,764 · program services $15,764

  • 23 · Insurance

    total $5,612 · program services $5,612

  • 24a · Other expenses: ARTIFACT EXPENSE - PRINTI

    total $5,560 · program services $5,560

  • 24b · Other expenses: PROGRAMS/SPECIAL EVENTS

    total $3,580 · program services $3,580

  • 24c · Other expenses: COMPUTER SECURITY

    total $3,320 · program services $3,320

  • 24d · Other expenses: DISPLAYS

    total $1,822 · program services $1,822

  • 24e · All other expenses

    total $4,801 · program services $3,690 · management and general $1,111

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,281 · end of year $4,732

  • 2 · Savings and temporary cash investments

    beginning of year $76,722 · end of year $66,181

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

    $579,395

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

    $279,631

  • 10c · Land, buildings and equipment, net

    beginning of year $315,526 · end of year $299,764

  • 11 · Investments: publicly traded securities

    beginning of year $1,507,181 · end of year $1,467,427

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,760 · end of year $2,689

  • 27 · Net assets without donor restrictions

    beginning of year $1,900,950 · end of year $1,835,415

Mission and programs · 2023

Mission

PRESERVATION OF LOCAL HISTORY

  • TO PRESERVE, PROTECT AND DISPLAY LOCAL HISTORY AND ARTIFACTS. EDUCATE THE PUBLIC ABOUT COMMUNITY HISTORY AND EVENTS.

    Expenses $130,930

  • TO PRESERVE, PROTECT AND DISPLAY LOCAL HISTORY. DEPRECIABLE ASSETS.

    Expenses $34,718

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Bender

    DIRECTOR

    Total calculated
    $0

  • Page Casey Clark

    DIRECTOR

    Total calculated
    $0

  • Mary Olson

    DIRECTOR

    Total calculated
    $0

  • Peter Smart

    DIRECTOR

    Total calculated
    $0

  • Jack Wesley

    DIRECTOR

    Total calculated
    $0

  • Robert D Zimmerman

    DIRECTOR

    Total calculated
    $0

  • J Marshall Buehler

    VICE-PRESIDE

    Total calculated
    $0

  • Mary Anne Getzin

    TREASURER

    Total calculated
    $0

  • Leon Schmidt

    PRESIDENT

    Total calculated
    $0

  • Sarah Sigler

    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
2023
Filed
15 May 2024
IRS schema version
2023v5.0
Source object
202441349349303074

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