DALY MANSION PRESERVATION TRUST INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DALY MANSION PRESERVATION TRUST INC (EIN 81-0446899)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-22
- IRS object ID
- 201622049349300137
- Schema version
- 2015v2.1
- 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 | 2016-07-22T11:34:23-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John P Talia CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 388 | AddressLine1Txt |
| City | Hamilton | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 598400388 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810446899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALY MANSION PRESERVATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DALY | BusinessNameControlTxt |
| Phone | 4063636004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 223 | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 598400223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROYCE A MCCARTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4063636004 | PhoneNum |
| Signature | 2016-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P TALIA CPA | PreparerPersonNm |
| Phone | 4063634661 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROYCE MCCARTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 223 | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $237,549 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | daly.mansion.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO RESTORATION, PRESERVATION AND MAINTAINING THE DALY MANSION, ITS BUILDINGS, GROUNDS AND THE HISTORY IT CONVEYS. IT IS A CENTER FOR CULTURAL, EDUCATIONAL AND COMMUNITY ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $128,855 | PYContributionsGrantsAmt |
| CY Contributions Grants | $101,140 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,189 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $67,799 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,526 | PYInvestmentIncomeAmt |
| CY Investment Income | $419 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,324 | PYOtherRevenueAmt |
| CY Other Revenue | $34,130 | CYOtherRevenueAmt |
| PY Total Revenue | $237,894 | PYTotalRevenueAmt |
| CY Total Revenue | $203,488 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $97,155 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $85,289 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $450 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $12,698 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $54,299 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,374 | PYOtherExpensesAmt |
| CY Other Expenses | $177,369 | CYOtherExpensesAmt |
| PY Total Expenses | $258,979 | PYTotalExpensesAmt |
| CY Total Expenses | $275,356 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$21,085 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$71,868 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,318,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,248,457 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,381 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,292,944 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,221,076 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEDICATED TO RESTORATION, | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $179,510 | ExpenseAmt |
| Desc | OPERATIONS EXPENSES FOR GROUNDS AND FACILITIES UPKEEP, KEEPING THE GROUNDS AND FACILITIES OPEN TO THE PUBLIC, PROVIDING GUIDED TOURS AND PROVIDING AND SUPPORTING EDUCATIONAL PROGRAMS. APPROXIMATELY 12,500 VISITORS TOURED OR ATTENDED EVENTS DURING THE YEAR. | Desc |
| Total Program Service Expenses | $179,510 | 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 | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | 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 | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA WILLIAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4063636004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 223 | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|
| ROYCE MCCARTY | |||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) |
| KATHY GOOD | |||
| TREASURER | 5.00 | Yes (X) | Yes (X) |
| SUE MCCORMACK | |||
| VICE PRESIDENT | 3.00 | Yes (X) | |
| JACK LOSENSKY | |||
| SECRETARY | 4.00 | Yes (X) | Yes (X) |
| LISA GLENN | |||
| DIRECTOR | 2.00 | Yes (X) | |
| JENNIFER RAY | |||
| DIRECTOR | 3.00 | Yes (X) | |
| NANCY DEZELL | |||
| DIRECTOR | 1.00 | Yes (X) | |
| ROSEMARY HUBBARD | |||
| DIRECTOR | 1.00 | Yes (X) | |
| MATT RILEY | |||
| DIRECTOR | 3.00 | Yes (X) | |
| MARY FOX | |||
| DIRECTOR-EMERITUS(NONVOTING) | 0.00 | Yes (X) | |
| JEANETTE MCKEE | |||
| DIRECTOR-EMERITUS(NONVOTING) | 0.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $9,560 | MembershipDuesAmt |
| Fundraising | $26,747 | FundraisingAmt |
| All Other Contributions | $64,833 | AllOtherContributionsAmt |
| Noncash Contributions | $18,022 | NoncashContributionsAmt |
| Total Contributions | $101,140 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| TOURS | 900099 | $32,339 |
| GROUNDS | 900099 | $35,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $67,799 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19 | TotalRevenueColumnAmt |
| Exclusion | $19 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $400 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $400 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,365 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,747 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,202 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,163 | TotalRevenueColumnAmt |
| Exclusion | $30,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,826 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,859 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,967 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,488 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,166 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $30,182 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,802 | TotalAmt |
| Program Services | $43,356 | ProgramServicesAmt |
| Management And General | $8,600 | ManagementAndGeneralAmt |
| Fundraising | $25,846 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,487 | TotalAmt |
| Program Services | $4,173 | ProgramServicesAmt |
| Management And General | $826 | ManagementAndGeneralAmt |
| Fundraising | $2,488 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,968 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,968 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,698 | TotalAmt |
| Fundraising | $12,698 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,071 | TotalAmt |
| Program Services | $1,964 | ProgramServicesAmt |
| Management And General | $107 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,884 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $4,884 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,150 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,150 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,535 | TotalAmt |
| Program Services | $24,535 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497 | TotalAmt |
| Program Services | $497 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,151 | TotalAmt |
| Program Services | $56,877 | ProgramServicesAmt |
| Management And General | $10,274 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,918 | TotalAmt |
| Program Services | $6,287 | ProgramServicesAmt |
| Management And General | $2,155 | ManagementAndGeneralAmt |
| Fundraising | $3,476 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GROUNDS | $10,284 | $10,284 | $0 | $0 |
| REPAIRS AND MAINTENANCE | $5,302 | $5,302 | $0 | $0 |
| VOLUNTEER EXPENSES | $5,816 | $5,816 | $0 | $0 |
| GARBAGE | $915 | $0 | $915 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,833 | TotalAmt |
| Program Services | $20,419 | ProgramServicesAmt |
| Management And General | $6,507 | ManagementAndGeneralAmt |
| Fundraising | $4,907 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,356 | TotalAmt |
| Program Services | $179,510 | ProgramServicesAmt |
| Management And General | $41,547 | ManagementAndGeneralAmt |
| Fundraising | $54,299 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,645 | BOYAmt |
| EOY | $2,823 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,033 | BOYAmt |
| EOY | $41,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,524,680 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $608,024 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,303 | BOYAmt |
| EOY | $1,916,656 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,595 | BOYAmt |
| EOY | $287,135 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,576 | BOYAmt |
| EOY | $2,248,457 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308 | BOYAmt |
| EOY | $541 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,324 | BOYAmt |
| EOY | $26,840 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,632 | BOYAmt |
| EOY | $27,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,944 | BOYAmt |
| EOY | $2,221,076 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,944 | BOYAmt |
| EOY | $2,221,076 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,576 | BOYAmt |
| EOY | $2,248,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$71,868 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $186,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,140 | CurrentTaxYearAmt |
| Total | $696,912 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $186,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,140 | CurrentTaxYearAmt |
| Total | $696,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $81,848 | SubstantialContributorsTotAmt |
| Public Support Total170 | $615,064 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19 | CurrentTaxYearAmt |
| Total | $261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $697,173 | TotalSupportAmt |
| Public Support CY170 | 0.88220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,331,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $485,270 | DepreciationAmt |
| Book Value | $1,846,224 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $193,186 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,754 | DepreciationAmt |
| Book Value | $70,432 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,916,656 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ARTIFACTS | $287,053 |
| CAPITAL CAMPAIGN FUNDS AT UOFM | $82 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $287,135 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CREDIT CARD | $164 |
| PAYROLL TAX LIABILITIES | $1,950 |
| RESERVE FOR FUND A DREAM | $8,288 |
| CROSS PAINTINGS WATER DAMAGE RESERVE | $15,938 |
| SECURITY DEPOSITS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,840 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 4 | FURNITURE, ART AND THE HISTORICAL DOCUMENTS HELP MAINTAN THE HISTORY OF THE DALY MANSION; ARE OF INTEREST TO THOSE WHO RESEARCH HISTORICAL PROPERTIES; ENHANCES THE EXPERIENCE FOR MEMBERS OF THE PUBLIC WHO VISIT THIS HISTORICAL PROPERTY. |
| Pt V, Line 4 | RELATED ORGANIZATION HOLDS FUNDS WHICH COULD BE USED BY THIS ORGANIZATION IN CARRYING OUT IT'S MISSION |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROUND-UP | Event1Nm |
| Gross Receipts Event1 | $57,206 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,547 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,659 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,000 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $3,131 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $4,849 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $650 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,531 | OtherDirectExpensesEvent1Amt |
| Event2 | DALY DAYS | Event2Nm |
| Gross Receipts Event2 | $6,159 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,159 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $2,450 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,407 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $23,747 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,200 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $22,547 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,184 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $87,112 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,747 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,365 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,131 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $4,849 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,122 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,202 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $30,163 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 6 | MEMBERS DO NOT TYPICALLY HAVE ANY GOVERNING AUTHORITY. HOWEVER, ARE INVITED TO ATTEND EACH BOARD MEETING AND PROVIDE PUBLIC COMMENT IF THEY CHOOSE TO. |
| Pt VI, Line 7a | SEE EXPLANATION FOR PART VI, LINE 6 |
| Pt VI, Line 11b | THE PROCESS FOR REVIEWING AND APPROVING THE FORM 990 HAS BEEN DELIGATED TO THE OPERATIONS COMMITTEE BY THE BOARD OF DIRECTORS. THE OPERATIONS COMMITTEE PRESENTS A SUMMARY OF THE 990 AT A REGULARLY SCHEDULED BOARD MEETING. ANY BOARD MEMBERS MAY REVIEW THE 990 PRIOR TO FILING IF THEY CHOOSE TO. |
| Pt VI, Line 12c | THE EXECUTIVE COMMITTEE OF THE DALY MANSION BOARD OF DIRECTORS REVIEWS ALL TRANACTIONS, MONITORING FOR POSSIBLE CONFLICTS OF INTEREST. (EXECUTIVE COMMITTEE IS REPRESENTED BY THE CORPORATE OFFICERS) |
| Pt VI, Line 15a | EVERY YEAR, IN DECEMBER, THE BOARD OF DIRECTORS RECEIVES THE PROPOSED BUDGET FOR THE YEAR. AT THAT TIME SALARIES FOR ALL REGULAR, FULL-TIME EMPLOYEES ARE REVIEWED AND APPROVED. PERTINENT COMPARABLE SALARY INFORMATION IS PROVIDED TO THE BOARD UPON REQUEST. |
| Pt VI, Line 15b | SEE RESPONSE FOR PART VI, LINE 15a |
| Pt VI, Line 19 | THE OFFICES OF THE ORGANIZATION ARE OPEN TO THE PUBLIC. THE PUBLIC, UPON REQUEST, CAN REVIEW, AT ANY TIME DURING REGULAR BUSINESS HOURS, THE FINANCIAL INFORMATION, 990 AND THE GOVERNING DOCUMENTS. |
| Form 990, Part IX, Line 24e | BANK/CREDIT CARD FEES 1228. 0. 52. 1176. |
| Form 990, Part IX, Line 24e | CORPORATE FILING FEES/PERMITS 355. 340. 15. 0. |
| Form 990, Part IX, Line 24e | DUES/SUBSCRIPTIONS 795. 0. 795. 0. |
| Form 990, Part IX, Line 24e | PROPERTY TAXES 441. 0. 441. 0. |
| Form 990, Part IX, Line 24e | TRAINING AND EDUCATION 405. 0. 405. 0. |
| Form 990, Part IX, Line 24e | TELEPHONE 4389. 1463. 1463. 1463. |
| Form 990, Part IX, Line 24e | SECURITY 492. 0. 492. 0. |
| Form 990, Part IX, Line 24e | POSTAGE 1069. 0. 1069. 0. |
| Form 990, Part IX, Line 24e | MEMBERSHIP/DONOR EXPENSE 2268. 0. 0. 2268. |
| Form 990, Part IX, Line 24e | DATA PROCESSING 1179. 0. 1179. 0. |
| Form 990, Part IX, Line 24e | MISC/RECONCILING 520. 0. 520. 0. |
| Form 990, Part IX, Line 24e | EDUCATION ALLIANCE 125. 125. 0. 0. |
| Form 990, Part IX, Line 24e | BOARD/EXEC COMMITTEE 76. 0. 76. 0. |
| Form 990, Part IX, Line 24e | IN-KIND DONATION EXPENSES 18491. 18491. 0. 0. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALY MANSION PRESERVATION FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 223 | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264073119 | EIN |
| Primary Activities | SUPPORT OF DALY MANSION PRESERVATION TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11a | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALY MANSION PRESERVATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALY MANSION PRESERVATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | lmn | TransactionTypeTxt |
| Method Of Amount Determination | indeterminable | MethodOfAmountDeterminationTxt |