PRESERVATION DALLAS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION DALLAS (EIN 23-7258521)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-15
- IRS object ID
- 202011369349304811
- Schema version
- 2018v3.1
- 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 | 2020-05-15T14:37:02-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S COOPER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 QUORUM DRIVE SUITE 700 150 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752541410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237258521 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION DALLAS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 2148213290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2922 SWISS AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PREZIOSI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2148213290 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert S Cooper CPA | PreparerPersonNm |
| PTIN | P00139489 | PTIN |
| Phone | 2147345669 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.99.43.0 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 14:36:55 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BFB0DAF535C1AFA2472A69C253CF22634048137E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BFB0DAF535C1AFA2472A69C253CF22634048137E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID PREZIOSI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2922 SWISS AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $540,705 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Education and advocate for historic building preservation | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $195,697 | PYContributionsGrantsAmt |
| CY Contributions Grants | $339,818 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,543 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,033 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,811 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,989 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,333 | PYOtherRevenueAmt |
| CY Other Revenue | $63,912 | CYOtherRevenueAmt |
| PY Total Revenue | $359,384 | PYTotalRevenueAmt |
| CY Total Revenue | $501,752 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $181,428 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $173,170 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $41,979 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $191,206 | PYOtherExpensesAmt |
| CY Other Expenses | $185,770 | CYOtherExpensesAmt |
| PY Total Expenses | $372,634 | PYTotalExpensesAmt |
| CY Total Expenses | $358,940 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,250 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $142,812 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,143,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,268,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,471 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,160 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,120,541 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,263,353 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Education and advocate for historic building preservation | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $41,341 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Intown Living center - focuses on the amenitis & benefits of living in historic and inner-city neighborhoods | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,225 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $150,000 | RevenueAmt |
| Desc | McCree Cemetery in Lake Highlands Restoration of historic cemetery | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,434 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $27,434 | RevenueAmt |
| Desc | Wilson block tours and Home tours - introduces visitors and current residents of Dallas to the Wilson historic District thru and walking tours. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,786 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $46,542 | RevenueAmt |
| Desc | Member benefits - newletters, tours and seminars on signicant achitectural sites. 0 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $123,786 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $46,542 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $209,786 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PREZIOSI | PersonNm |
| Phone | 2148213290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2922 Swiss Ave | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752045962 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| DAVID PREZIOSI | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | Yes (X) | $74,424 | $0 | $0 | |
| JOANNA HAMPTON | ||||||||
| PRESIDENT | 20.00 | $0 | $0 | $0 | Yes (X) | |||
| LEIGH RICHTER | ||||||||
| V-P PRESERVATION ISSUES | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN BROWN | ||||||||
| PRESERVATION ISSUES - CO CHAIR | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| VANESSA BAKER | ||||||||
| VP - EDUCATION | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| WILL STOVALL | ||||||||
| VP - MEMBERSHIP/DEVELOPMENT | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVE MILLHEISER | ||||||||
| TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMIE SLAGE | ||||||||
| SECRETARY | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| ALICIA QUINTANS | ||||||||
| PAST PRESIDENT | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| BUDDY APPLE | ||||||||
| PDYP REPRESENTATIVE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| NORM ALSTON | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BETTY ARTIS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CRYSTAL BELL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHARLES BROWER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| NICKY DEFREECE EMERY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DUSTIN GADBERRY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER HALEY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIKA HUDDLESTON | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GARYSON HUGHES | ||||||||
| URBAN ARMADILLOS REPRESENTATIVE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GEORGE KEATON HR | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| FRED PENA | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ANN PIPER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ALICIA SCHROEDER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DIANE SHERMAN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATY SLADE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JULIE TRAVIS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOAN WALNE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $74,424 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $50,065 | MembershipDuesAmt |
| All Other Contributions | $289,753 | AllOtherContributionsAmt |
| Noncash Contributions | $87,043 | NoncashContributionsAmt |
| Total Contributions | $339,818 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Expense Reimbursement | 900099 | $24,371 | $0 | $0 |
| Historic Home Seminar | 900099 | $11,662 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,033 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,989 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $101,160 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $38,583 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,577 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,705 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $370 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,335 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,357 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,577 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,424 | TotalAmt |
| Program Services | $44,655 | ProgramServicesAmt |
| Management And General | $18,606 | ManagementAndGeneralAmt |
| Fundraising | $11,163 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,864 | TotalAmt |
| Program Services | $42,518 | ProgramServicesAmt |
| Management And General | $17,716 | ManagementAndGeneralAmt |
| Fundraising | $10,630 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,332 | TotalAmt |
| Program Services | $3,799 | ProgramServicesAmt |
| Management And General | $1,583 | ManagementAndGeneralAmt |
| Fundraising | $950 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,717 | TotalAmt |
| Program Services | $5,831 | ProgramServicesAmt |
| Management And General | $2,429 | ManagementAndGeneralAmt |
| Fundraising | $1,457 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,833 | TotalAmt |
| Program Services | $7,100 | ProgramServicesAmt |
| Management And General | $2,958 | ManagementAndGeneralAmt |
| Fundraising | $1,775 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,630 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,630 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,840 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $9,840 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,643 | TotalAmt |
| Program Services | $5,992 | ProgramServicesAmt |
| Management And General | $7,493 | ManagementAndGeneralAmt |
| Fundraising | $158 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,165 | TotalAmt |
| Program Services | $60,699 | ProgramServicesAmt |
| Management And General | $25,291 | ManagementAndGeneralAmt |
| Fundraising | $15,175 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,259 | TotalAmt |
| Program Services | $1,200 | ProgramServicesAmt |
| Management And General | $1,059 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,248 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,248 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| McCREE CEMETARY EXP | $17,225 | $17,225 | $0 | $0 |
| GAIL PATTERSON DOWTOWN SIGNAGE | $11,220 | $10,000 | $1,220 | $0 |
| MEMBERSHIP EXPENSES | $6,120 | $6,120 | $0 | $0 |
| MERCHANT FEES | $5,090 | $2,211 | $2,208 | $671 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,330 | TotalAmt |
| Program Services | $2,436 | ProgramServicesAmt |
| Management And General | $1,894 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,940 | TotalAmt |
| Program Services | $209,786 | ProgramServicesAmt |
| Management And General | $107,175 | ManagementAndGeneralAmt |
| Fundraising | $41,979 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,029 | BOYAmt |
| EOY | $51,622 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,315 | BOYAmt |
| EOY | $321,989 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,700 | BOYAmt |
| EOY | $24,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,202 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,202 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,968 | BOYAmt |
| EOY | $810,402 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,000 | BOYAmt |
| EOY | $60,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,012 | BOYAmt |
| EOY | $1,268,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,471 | BOYAmt |
| EOY | $5,160 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,471 | BOYAmt |
| EOY | $5,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,301 | BOYAmt |
| EOY | $983,113 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,240 | BOYAmt |
| EOY | $220,240 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,000 | BOYAmt |
| EOY | $60,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,541 | BOYAmt |
| EOY | $1,263,353 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,012 | BOYAmt |
| EOY | $1,268,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $142,812 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,224 | CurrentTaxYearAmt |
| Total | $864,153 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,157 | CurrentTaxYearAmt |
| Total | $663,558 | 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 |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $294,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $330,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $329,489 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $305,381 | CurrentTaxYearAmt |
| Total | $1,527,711 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,527,711 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,989 | CurrentTaxYearAmt |
| Total | $202,541 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,989 | CurrentTaxYearAmt |
| Total | $202,541 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,730,252 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88290 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87400 | PublicSupportPY509Pct |
| Investment Income CY | 0.11710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.12600 | 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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $32,202 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $32,202 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED DONATED ASSET - COLLECTIBLE | Desc |
| Book Value | $60,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $60,000 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $508,595 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $16,600 | OtherRevenueAmt |
| Revenue Not Reported | $16,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $491,995 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,757 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $9,757 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $501,752 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $377,182 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $18,242 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $18,242 | ExpensesNotReportedAmt |
| Expenses Subtotal | $358,940 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $358,940 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 2d | EVENT EXPENSES - $24,643, MISC $1,132 |
| Pt XII, Line 2d | EVENT EXPENSES - $24,643, MISC $1,132 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESERVATION AWARD | Event1Nm |
| Gross Receipts Event1 | $56,605 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $56,605 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $23,370 | RentFacilityCostsEvent1Amt |
| Event2 | FALL ACHITECTURAL TOUR | Event2Nm |
| Gross Receipts Event2 | $34,880 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $34,880 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $9,758 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $91,485 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $91,485 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,370 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,758 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $33,128 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $58,357 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 15a | Set by executive committe and voted on by entire board. |
| Pt VI, Line 11b | Tax return reviewed by executive director before filing |
| Pt VI, Line 11b | and to agree to independent auditor financial report. |
| Form 990, Part III, Line 4d | Member benefits - newletters, tours and seminars on 123786. 0. 46542. |
| Form 990, Part IX, Line 24e | CONTINUING EDUCATION 1339. 599. 740. 0. |
| Form 990, Part IX, Line 24e | DUES & SUBSCRIPTIONS 2991. 1837. 1154. 0. |