PRESERVATION DALLAS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION DALLAS (EIN 23-7258521)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-16
- IRS object ID
- 201500479349302085
- Schema version
- 2013v4.0
- 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 | 2015-02-16T14:47:41-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S COOPER PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 PETERSON LANE SUITE 135 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752405267 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PREZIOSI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2148213290 | PhoneNum |
| Signature | 2015-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT S COOPER CPA | PreparerPersonNm |
| Phone | 2147345669 | PhoneNum |
| Preparation | 2015-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $628,489 | 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 | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $120,019 | PYContributionsGrantsAmt |
| CY Contributions Grants | $361,025 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,732 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,940 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,343 | PYInvestmentIncomeAmt |
| CY Investment Income | $75,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $116,610 | PYOtherRevenueAmt |
| CY Other Revenue | $111,177 | CYOtherRevenueAmt |
| PY Total Revenue | $317,704 | PYTotalRevenueAmt |
| CY Total Revenue | $591,852 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $117,161 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $153,591 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,546 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $146,390 | PYOtherExpensesAmt |
| CY Other Expenses | $173,266 | CYOtherExpensesAmt |
| PY Total Expenses | $263,551 | PYTotalExpensesAmt |
| CY Total Expenses | $326,857 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $54,153 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $264,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $858,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,127,105 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,169 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,509 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $853,601 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,118,596 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Education and advocate for | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $38,461 | ExpenseAmt |
| Revenue | $10,733 | 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 | $41,724 | ExpenseAmt |
| Revenue | $27,754 | RevenueAmt |
| Desc | TECHNICAL ASSISTANCE/RESOURCE LIBRARY HELPS THOSE INVOLVED REHABILITATION OF HISTORIC BLDGS TO FIND TOOLS AND INFO ABOUT TECHNIQUES, SERVICES AND OTHER RESOURCES | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,217 | ExpenseAmt |
| Revenue | $32,495 | RevenueAmt |
| Desc | WILSON BLOCK 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 | $80,513 | ExpenseAmt |
| Revenue | $274,295 | RevenueAmt |
| Desc | Member benefits - newsletters, tours and seminars on significant architectural sites. $50,284 significant architectural sites. $50,284 significant architectural sites. $50,284 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $80,513 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $274,295 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $184,915 | 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 |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | false | 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 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752045962 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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) | $68,000 | $0 | $0 | |
| NANCY MCCOY | ||||||||
| PRESIDENT | 20.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVE WHITCRAFT | ||||||||
| PAST PRESIDENT | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JOANNA HAMPTON | ||||||||
| VP-MEMBERSHIP/DEVELOPMENT | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| NICKY DEFREECE EMERY | ||||||||
| VP-HERITAGE PROGRAMS | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| ANDREW MCROBERTS | ||||||||
| TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROL ROARK | ||||||||
| SECRETARY | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| WADE ANDRES | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BUDDY APPLE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JANATHAN BULL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ANNE BROWN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT CARROZZA | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| AMY WALLACE COWAN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL HUERTA | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| YOLANDA LAWSON MD | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| JANN PATTERSON MACKEY | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| CRAIG MELDE | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| PAULA PETERS | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| ALICIA QUINTANS | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| LISA RICCI ROFSKY | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| KATY SLADE | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| THOMAS TAYLOR | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| JULIE TRAVIS | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| WILLIS WINTERS | ||||||||
| TRUSTEE | 1 | Yes (X) | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $68,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $44,875 | MembershipDuesAmt |
| All Other Contributions | $316,150 | AllOtherContributionsAmt |
| Noncash Contributions | $70,519 | NoncashContributionsAmt |
| Total Contributions | $361,025 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Expense Reimbursement | 900099 | $26,750 |
| MISCELLANOEU | 900099 | |
| Historic Home Seminar | 900099 | $17,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,940 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,878 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,733 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,901 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$168 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$168 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $143,913 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $32,736 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,177 | TotalRevenueColumnAmt |
| Exclusion | $111,177 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $591,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,650 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $111,177 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,000 | TotalAmt |
| Program Services | $40,800 | ProgramServicesAmt |
| Management And General | $17,000 | ManagementAndGeneralAmt |
| Fundraising | $10,200 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,333 | TotalAmt |
| Program Services | $41,600 | ProgramServicesAmt |
| Management And General | $17,333 | ManagementAndGeneralAmt |
| Fundraising | $10,400 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,475 | TotalAmt |
| Program Services | $3,285 | ProgramServicesAmt |
| Management And General | $1,369 | ManagementAndGeneralAmt |
| Fundraising | $821 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,783 | TotalAmt |
| Program Services | $6,470 | ProgramServicesAmt |
| Management And General | $2,695 | ManagementAndGeneralAmt |
| Fundraising | $1,618 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29 | TotalAmt |
| Program Services | $29 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,425 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,425 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,361 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,361 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,495 | TotalAmt |
| Program Services | $36,495 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,854 | TotalAmt |
| Program Services | $1,179 | ProgramServicesAmt |
| Management And General | $11,294 | ManagementAndGeneralAmt |
| Fundraising | $1,381 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,473 | TotalAmt |
| Program Services | $51,884 | ProgramServicesAmt |
| Management And General | $21,618 | ManagementAndGeneralAmt |
| Fundraising | $12,971 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,322 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,322 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034 | TotalAmt |
| Program Services | $621 | ProgramServicesAmt |
| Management And General | $258 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,738 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,738 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MERCHANT FEES | $4,127 | $12 | $4,115 | $0 |
| DUES & SUBSCRIPTIONS | $1,566 | $195 | $1,371 | $0 |
| MEMBERSHIP EXPENSES | $3,937 | $1,760 | $2,177 | $0 |
| CONTINUING EDUCATION | $905 | $585 | $320 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,857 | TotalAmt |
| Program Services | $184,915 | ProgramServicesAmt |
| Management And General | $104,396 | ManagementAndGeneralAmt |
| Fundraising | $37,546 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,473 | BOYAmt |
| EOY | $101,769 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $195,710 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,500 | BOYAmt |
| EOY | $35,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,862 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,543 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,353 | BOYAmt |
| EOY | $2,319 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,444 | BOYAmt |
| EOY | $731,491 | 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 | $858,770 | BOYAmt |
| EOY | $1,127,105 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,169 | BOYAmt |
| EOY | $8,509 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,169 | BOYAmt |
| EOY | $8,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,601 | BOYAmt |
| EOY | $847,643 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $210,953 | 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 | $853,601 | BOYAmt |
| EOY | $1,118,596 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,770 | BOYAmt |
| EOY | $1,127,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $264,995 | 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 |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,627 | CurrentTaxYearAmt |
| Total | $630,193 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143,745 | CurrentTaxYearAmt |
| Total | $725,454 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $293,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $281,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,372 | CurrentTaxYearAmt |
| Total | $1,355,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,355,647 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,408 | CurrentTaxYearAmt |
| Total | $258,427 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,408 | CurrentTaxYearAmt |
| Total | $258,427 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,614,074 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85920 | PublicSupportPY509Pct |
| Investment Income CY | 0.16010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.14080 | 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 | $31,862 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $29,543 | DepreciationAmt |
| Book Value | $2,319 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,319 | 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 | $603,729 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $23,600 | OtherRevenueAmt |
| Revenue Not Reported | $23,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $580,129 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,361 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,362 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $11,723 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $591,852 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $338,734 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $23,600 | LossesReportedAmt |
| Expenses Not Reported | $23,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $315,134 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,361 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,362 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $11,723 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $326,857 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI Line 2d | Gross up revenue - Urban Armadillos Trail expenses Gross up revenue - Urban Armadillos Trail expenses |
| Pt XI Line 4b | misc reallocation |
| Pt XII Line 4b | misc reallocation |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESERVATION AWARD | NameOfEvent1Amt |
Schedule M IRS990ScheduleM
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,519 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CONTRIBUTOR | MethodOfDeterminingRevenuesTxt |
| 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | Tax return reviewed by executive director before filing |
| Pt VI, Line 11b | to match audit report |
| Pt VI, Line 15a | Review by executive committee and then entire board |
| Pt III, Line 2 | To document and preserve the history of McCree Cemetery |
| Form 990EZ, Part II, Line 24 | ACCOUNTS RECEIVABLE DONATED ASSETS - COLLECTIBLES INVESTMENTS - TRADED SECURITIES |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE & ACCRUED EXPENSES |
| Form 990, Part III, Line 4d | MEMBER BENEFITS - NEWSLETTERS, TOURS AND SEMINARS ON 80513. 0. 274295. |
| Form 990, Part IX, Line 24f | LIBRARY ADDITIONS WEB SITE WORKERS COMPENSATION INS MISC PROGRAM EXPENSES |