Form 990 for tax year 2023
Filed by PRESERVE APPLETONS HERITAGE INC.
Totals
- Total revenue
- $103,936
- Total expenses
- $124,798
- Contributions and grants received
- $75,475
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $5,201
- Other revenue
- $23,260
- Total assets, end of year
- $231,649
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $231,649
- Program services expenses (Part IX)
- $124,798
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $124,798
Program services were 100.0% 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
$2,311
-
1e · Government grants (contributions)
$2,908
-
1f · All other contributions, gifts and grants
$70,256
-
3 · Investment income
total $5,201 · related or exempt $5,201
-
6a · Gross rents
real property $21,225
-
6c · Rental income or loss
real property $21,225
-
6d · Net rental income or loss
total $21,225 · related or exempt $21,225
-
8a · Fundraising events: gross income
$3,175
-
8b · Fundraising events: direct expenses
$3,001
-
8c · Net income from fundraising events
total $174 · excluded $174
-
11a · Other revenue: MISCELLANEOUS
total $1,861 · related or exempt $1,861
-
11e · Other revenue, total
$1,861
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $629 · program services $629
-
12 · Advertising and promotion
total $40 · program services $40
-
13 · Office expenses
total $13 · program services $13
-
23 · Insurance
total $10,267 · program services $10,267
-
24a · Other expenses: HISTORIC BLDG MAINTENANCE
total $89,711 · program services $89,711
-
24b · Other expenses: GRANT LAG EXPENSES
total $4,333 · program services $4,333
-
24c · Other expenses: HISTORIC BLDG UTILITIES
total $19,805 · program services $19,805
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $115,726
-
2 · Savings and temporary cash investments
end of year $103,922
-
10a · Land, buildings and equipment: cost or other basis
$12,001
-
10c · Land, buildings and equipment, net
end of year $12,001
-
27 · Net assets without donor restrictions
end of year $231,649
Mission and programs · 2023
Mission
PRESERVE HISTORICAL HERITAGE OF THE APPLETON AREA
-
PRESERVE HISTORICAL HERITAGE OF APPLETON AREA
Expenses $124,798 · Revenue $103,936
As filed on the 2023 return.
Listed in Part VII
-
Whitney MasseeWHITNEY MASSEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Kayla HabenKAYLA HABEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Brian WojtalewiczBRIAN WOJTALEWICZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Sara VacekSARA VACEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Kristi FernholzKRISTI FERNHOLZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Kerry Kolke BonkKERRY KOLKE BONK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Kelsey TollefsonKELSEY TOLLEFSON
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Christina MasseeCHRISTINA MASSEE
SECTREAS
- Total calculated
- $0
- Hours/week
- 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
- 7 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520279349301582
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