MARENGO COUNTY HISTORICAL SOCIETY INC: Form 990, tax year 2023
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- Organization
- MARENGO COUNTY HISTORICAL SOCIETY INC (EIN 63-0516397)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-02-28
- IRS object ID
- 202510599349300221
- Schema version
- 2023v6.0
- 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 | 2025-02-28T10:27:29-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202093618 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASON AND GARDNER CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 836 | AddressLine1Txt |
| City | DEMOPOLIS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630516397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARENGO COUNTY HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARE | BusinessNameControlTxt |
| Phone | 3342890282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 159 | AddressLine1Txt |
| City | DEMOPOLIS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY HELMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3342890282 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES D GARDNER JR | PreparerPersonNm |
| PTIN | P01336275 | PTIN |
| Phone | 3342890620 | PhoneNum |
| Preparation | 2025-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DREW MARTIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 SOUTHMONT DRIVE | AddressLine1Txt |
| City | DEMOPOLIS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $136,848 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | HISTORIC PRESERVATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Gross UBI | $4,747 | TotalGrossUBIAmt |
| PY Contributions Grants | $91,628 | PYContributionsGrantsAmt |
| CY Contributions Grants | $98,551 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,961 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,847 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,254 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,154 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,196 | PYOtherRevenueAmt |
| CY Other Revenue | $16,296 | CYOtherRevenueAmt |
| PY Total Revenue | $136,039 | PYTotalRevenueAmt |
| CY Total Revenue | $136,848 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,176 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,473 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,249 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,736 | PYOtherExpensesAmt |
| CY Other Expenses | $93,962 | CYOtherExpensesAmt |
| PY Total Expenses | $109,912 | PYTotalExpensesAmt |
| CY Total Expenses | $142,435 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,127 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,587 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,222,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,217,057 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,339 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,221,305 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,215,718 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HISTORIC PRESERVATION | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $134,186 | ExpenseAmt |
| Revenue | $5,847 | RevenueAmt |
| Desc | 1. MAINTENANCE AND PRESERVATION OF VARIOUS HISTORIC PROPERTIES IN DEMOPOLIS, AL. 2. MAINTAINING HISTORIC HOUSE MUSEUM AND OPENING IT TO THE PUBLIC. 3. ASSISTING VARIOUS INDIVIDUALS WITH OBTAINING GRANTS FOR HISTORIC PROPERTIES. 4. SPONSER ANNUAL CHILDREN'S DAY AT THE HOUSE MUSEUM. 5. HOST ANNUAL "CHRISTMAS IN THE CANEBRAKE" EVENT THAT IS HELD IN CONJUNCTION WITH "CHRISTMAS ON THE RIVER" IN DEMOPOLIS. 6. SPONSER ANNUAL PILGRIMAGE TOURS OF HISTORIC PROPERTIES IN AND AROUND MARENGO COUNTY, AL. 7. SPONSER A HERITAGE EDUCATION PROGRAM AT THE LOCAL ELEMENTARY SCHOOL. | Desc |
| Total Program Service Expenses | $134,186 | 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 |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | 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 | MASON AND GARDNER CPAS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3342890620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 836 | AddressLine1Txt |
| City | DEMOPOLIS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| BRITTANY CRAWFORD | |||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRANDY DANIELS | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM EASLEY-BELL | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TAYLOR FLEMING | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| SARAH CHANDLER HALLMARK | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KELLY HELMS | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DREW MARTIN | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH MITCHELL | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| RILEY QUINNEY | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KATHARINE SMITH | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KATRINA STAPP | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ROBERT UPCHURCH | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| 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 |
| Fundraising | $33,513 | FundraisingAmt |
| All Other Contributions | $65,038 | AllOtherContributionsAmt |
| Total Contributions | $98,551 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CRAFT CORNER | 453220 | $4,747 | $4,747 | |
| MEMBERSHIP DUES | $1,100 | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,847 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,154 | TotalRevenueColumnAmt |
| Exclusion | $16,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,431 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,513 | ContriRptFundraisingEventAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,431 | TotalRevenueColumnAmt |
| Exclusion | $11,431 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| RENTALS | $4,665 | $4,665 |
| FEES | $200 | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,865 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,100 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,747 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,450 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,029 | TotalAmt |
| Program Services | $45,029 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,444 | TotalAmt |
| Program Services | $3,444 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,250 | TotalAmt |
| Program Services | $8,250 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56 | TotalAmt |
| Program Services | $56 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,679 | TotalAmt |
| Program Services | $1,679 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,717 | TotalAmt |
| Program Services | $54,717 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627 | TotalAmt |
| Program Services | $627 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| INSURANCE | $8,774 | $8,774 | |
| WATER TOWER EXPENSE | $8,046 | $8,046 | |
| ROOSTER DAY EXPENSES | $5,237 | $5,237 | |
| OTHER EXPENSES | $2,005 | $2,005 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,571 | TotalAmt |
| Program Services | $3,564 | ProgramServicesAmt |
| Fundraising | $1,007 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,435 | TotalAmt |
| Program Services | $134,186 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $8,249 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,942 | BOYAmt |
| EOY | $112,919 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,851 | BOYAmt |
| EOY | $101,418 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,193 | BOYAmt |
| EOY | $2,235 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,019 | BOYAmt |
| EOY | $224,781 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,704 | BOYAmt |
| EOY | $775,704 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,222,709 | BOYAmt |
| EOY | $1,217,057 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,404 | BOYAmt |
| EOY | $1,339 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,404 | BOYAmt |
| EOY | $1,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,305 | BOYAmt |
| EOY | $1,215,718 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,305 | BOYAmt |
| EOY | $1,215,718 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,222,709 | BOYAmt |
| EOY | $1,217,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,587 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,551 | CurrentTaxYearAmt |
| Total | $466,349 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,100 | CurrentTaxYearAmt |
| Total | $52,307 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,096 | CurrentTaxYearAmt |
| Total | $37,674 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,747 | CurrentTaxYearAmt |
| Total | $556,330 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $556,330 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,154 | CurrentTaxYearAmt |
| Total | $64,412 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,154 | CurrentTaxYearAmt |
| Total | $64,412 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $29,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,708 | CurrentTaxYearMinus1YearAmt |
| Total | $35,603 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,901 | CurrentTaxYearAmt |
| Total | $656,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86070 | PublicSupportPY509Pct |
| Investment Income CY | 0.10000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| HOUSE, LOT AND CONTENTS - LYON HALL | $464,718 |
| HOUSE & LOT - BLUFF HALL | $151,000 |
| FURNISHINGS - BLUFF HALL | $93,260 |
| HOUSE & LOT - LAIRD COTTAGE | $37,500 |
| FEAZELL LOT | $26,500 |
| EQUIPMENT | $1,726 |
| .66 ACRE LOT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $775,704 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| Amt | $1,339 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,339 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROOSTER DAY | Event1Nm |
| Gross Receipts Event1 | $33,513 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,513 | CharitableContriEvent1Amt |
| Event2 | DERBY DAY | Event2Nm |
| Gross Receipts Event2 | $6,719 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,719 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $40,232 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,513 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,719 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $6,719 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | 1. MAINTENANCE AND PRESERVATION OF VARIOUS HISTORIC PROPERTIES IN DEMOPOLIS, AL. 2. MAINTAINING HISTORIC HOUSE MUSEUM AND OPENING IT TO THE PUBLIC. 3. ASSISTING VARIOUS INDIVIDUALS WITH OBTAINING GRANTS FOR HISTORIC PROPERTIES. 4. SPONSER ANNUAL CHILDREN'S DAY AT THE HOUSE MUSEUM. 5. HOST ANNUAL "CHRISTMAS IN THE CANEBRAKE" EVENT THAT IS HELD IN CONJUNCTION WITH "CHRISTMAS ON THE RIVER" IN DEMOPOLIS. 6. SPONSER ANNUAL PILGRIMAGE TOURS OF HISTORIC PROPERTIES IN AND AROUND MARENGO COUNTY, AL. 7. SPONSER A HERITAGE EDUCATION PROGRAM AT THE LOCAL ELEMENTARY SCHOOL. |
| FORM 990, PAGE 6, PART VI, LINE 11B | SIGNATURE OFFICER REVIEWS RETURN PRIOR TO FILING. RETURN IS MADE AVALIABLE TO THE ENTIRE BOARD AT REGULAR MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVALIABLE UPON REQUEST DURING REGULAR BUSINESS HOURS. |