Form 990 for tax year 2022
Filed by JOSEPHINE COUNTY HISTORICAL SOCIETY.
What the amendment changed
Compared with the return it replaced , filed 12 May 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $66,087
- Total expenses
- $91,821
- Contributions and grants received
- $50,896
- Grants paid
- $0
- Program service revenue
- $3,093
- Investment income
- $9,912
- Other revenue
- $2,186
- Total assets, end of year
- $669,530
- Total liabilities, end of year
- -$59
- Net assets or fund balances, end of year
- $669,589
- Program services expenses (Part IX)
- $51,419
- Management and general expenses
- $27,547
- Fundraising expenses
- $12,855
- Program service expenses (Part III)
- $51,419
Program services were 56.0% 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
$6,537
-
1f · All other contributions, gifts and grants
$44,359
-
2a · Program service revenue: Bookstore Income
total $1,890 · related or exempt $1,890
-
2b · Program service revenue: Library Income
total $487 · related or exempt $487
-
2c · Program service revenue: Schmidt House Tours
total $716 · related or exempt $716
-
3 · Investment income
total $16,573 · excluded $16,573
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $74,171
-
7b · Less cost or other basis and sales expenses
securities $80,832
-
7c · Gain or loss
securities -$6,661
-
7d · Net gain or loss
total -$6,661 · related or exempt -$6,661
-
8a · Fundraising events: gross income
$2,953
-
8b · Fundraising events: direct expenses
$767
-
8c · Net income from fundraising events
total $2,186 · excluded $2,186
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $32,481 · program services $18,189 · management and general $9,745 · fundraising $4,547
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $2,583 · program services $1,446 · management and general $775 · fundraising $362
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $729 · program services $408 · management and general $219 · fundraising $102
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $2,451 · program services $1,373 · management and general $735 · fundraising $343
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $37,944 · program services $21,249 · management and general $11,383 · fundraising $5,312
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $10,969 · program services $6,143 · management and general $3,290 · fundraising $1,536
-
23 · Insurance
total $2,850 · program services $1,596 · management and general $855 · fundraising $399
-
24a · Other expenses: Dues/Fees/Taxes
total $2,363 · program services $1,323 · management and general $709 · fundraising $331
-
24b · Other expenses: Books Store Cogs
total $233 · program services $130 · management and general $70 · fundraising $33
-
24c · Other expenses: Uncategorized
total $13 · program services $7 · management and general $4 · fundraising $2
-
24d · Other expenses: Prior Period Adjustment
total -$118 · program services -$66 · management and general -$35 · fundraising -$17
-
24e · All other expenses
total -$677 · program services -$379 · management and general -$203 · fundraising -$95
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $182 · end of year $93
-
2 · Savings and temporary cash investments
beginning of year $69,689 · end of year $52,038
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $4,857 · end of year $4,120
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$448,242
-
10b · Land, buildings and equipment: accumulated depreciation
$272,325
-
10c · Land, buildings and equipment, net
beginning of year $182,886 · end of year $175,917
-
11 · Investments: publicly traded securities
beginning of year $529,424 · end of year $437,362
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $223 · end of year -$59
-
27 · Net assets without donor restrictions
beginning of year $353,186 · end of year $312,008
-
28 · Net assets with donor restrictions
beginning of year $433,629 · end of year $357,581
Mission and programs · 2022
Mission
Education about Josephine County history and preservation of historical artifacts.
-
Tours and preservation of historic sites for the benefit of the general public. Newsletter publication provides information regarding historic sites and educational opportunities available.
Expenses $51,419
As filed on the 2022 return.
Listed in Part VII
-
Joan Momsen
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Shawn Karban
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lyn Snell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jodi Wainwright
President
- Total calculated
- $0
- Hours/week
- 1
-
Leta Niederheiser
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ken Bell
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Cindy English
Living History
- Total calculated
- $0
- Hours/week
- 1
-
Martha Metcalf
Treasurer
- Total calculated
- $0
- Hours/week
- 10
-
Sharon Allen
Parliamentarian
- Total calculated
- $0
- Hours/week
- 1
-
Linda Fuidge
Events
- Total calculated
- $0
- Hours/week
- 1
-
Jan Greenblatt
Director
- Total calculated
- $0
- Hours/week
- 1
-
Pamela Petrusha
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jim VanDelden
Director
- Total calculated
- $0
- Hours/week
- 1
-
Darrel Johnston
Grounds
- Total calculated
- $0
- Hours/week
- 1
-
Krista Bell
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
- 29 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311809349301431
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.