MORGAN COUNTY HISTORICAL SOCIETY INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN COUNTY HISTORICAL SOCIETY INC (EIN 58-6074085)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-07
- IRS object ID
- 202331589349200833
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-07T11:39:25-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581810158 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TAX SHELTER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 HAWTHORNE AVE | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586074085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN COUNTY HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 7063429627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 SOUTH MAIN STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30650 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK ARGO | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2023-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | ARGO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Georgianna P Lill CPA | PreparerPersonNm |
| PTIN | P00010196 | PTIN |
| Phone | 7063531711 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.MCHISTORICAL.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $66,372 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $39,948 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $26,193 | ProgramServiceRevenueAmt |
| Investment Income | $231 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $66,372 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $49,041 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,635 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $26,670 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $389 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $15,433 | OtherExpensesTotalAmt |
| Total Expenses | $94,168 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$27,796 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $297,112 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $269,316 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,785 | BOYAmt |
| EOY | $227,865 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,188 | BOYAmt |
| EOY | $36,794 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,949 | BOYAmt |
| EOY | $5,907 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,922 | BOYAmt |
| EOY | $270,566 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $810 | BOYAmt |
| EOY | $1,250 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,112 | BOYAmt |
| EOY | $269,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRESERVATION OF HISTORICAL SITES | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| FOSTER RESTORATION AND PRESERVATION OF HISTORICAL NATURAL AND CULTURAL SITES. HERITAGE HALL HISTORICAL SITE MAINTAINED AND PRESERVED. | $26,421 | $41,181 |
| STIMULATE INTEREST IN LOCAL AND REGIONAL HISTORY THROUGH DAILY EDUCATIONAL TOURS OF TWO HISTORICAL SITES, HERITAGE HALL AND ROGERS HOUSE. | $13,527 | $21,084 |
| PROVIDE HISTORY EDUCATION FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $62,265 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MARK ARGO | ||
| President & CEO | 6.00 | $0 |
| BRUCE GILBERT | ||
| CFO | 1.00 | $0 |
| PAT LEMING | ||
| Secretary | 3.00 | $0 |
| JOHNNIE SUE MOORE | ||
| Director | 2.00 | $893 |
| RAE MERRITT | ||
| Director | 1.00 | $0 |
| DEBBIE TAMPLIN | ||
| Director | 1.00 | $0 |
| TRAE WELLBORN | ||
| Director | 1.00 | $0 |
| SARA LYNN HOLBERT | ||
| Executive Dir. | 22.00 | $8,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A-Z ACCOUNTING MANAGEMENT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1749 FOUR LAKES DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7063425615 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,533 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,948 | CurrentTaxYearAmt |
| Total | $216,382 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,193 | CurrentTaxYearAmt |
| Total | $246,713 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,141 | CurrentTaxYearAmt |
| Total | $463,095 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $463,095 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231 | CurrentTaxYearAmt |
| Total | $12,382 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231 | CurrentTaxYearAmt |
| Total | $12,382 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $182,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,372 | CurrentTaxYearAmt |
| Total | $475,477 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96700 | PublicSupportPY509Pct |
| Investment Income CY | 0.02600 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03300 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $1263 |
| Other Expenses.1002 | Office Expenses $775 |
| Other Expenses.1003 | Information Technology $2136 |
| Other Expenses.1009 | Depreciation $2936 |
| Other Expenses.1012 | Insurance $4356 |
| Other Expenses.1 | CREDIT CARD FEES $2362 |
| Other Expenses.2 | SALES TAX $1135 |
| Other Expenses.3 | DUES AND SUBSCRIPTIONS $312 |
| Other Expenses.6 | CASUAL LABOR $128 |
| Other Expenses.7 | LICENSES $30 |
| Other Assets.1003 | Machinery and Equipment - Beginning $6949 Machinery and Equipment - Ending $5907 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $810 Accounts Payable and Accrued Expenses - Ending $1250 |