Historical Association Of South Jefferson
- Assets
- $1.2m
- Revenue
- $68.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Adams, NY
- Founding
- 12/1973
- Data as of
- 12/2022
- EIN
- 16-1066226
Organization Overview
Historical Association Of South Jefferson is located in Adams, NY. The organization was established in 1973. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Historical Association Of South Jefferson is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Historical Association Of South Jefferson generated $68.1k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 9.9% each year. All expenses for the organization totaled $56.9k during the year ending 12/2022. While expenses have increased by 10.0% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE DISCOVER, PRESERVATION AND DISSEMINATING OF KNOWLEDGE ABOUT HISTORY AND PEOPLE OF SOUTHERN JEFFERSON CO IN NYS TO PROVIDE FOR PRESERVATION OF SUCH MATERIAL.
Describe the Organization's Program Activity:
Part 3 - Line 4a
STRAWBERRY FESTIVAL-MAJOR FUNDRAISER TO SUPPORT OUR ORGANIZATIONS
200 CLUBS- SPRING AND FALL DINNERS TO SUPPORT OUR ORGANIZATIONS
BARGAIN DAYS- CHICKEN BBQ- REVENUE GOES TO SUPPORT OUR ORGANIZATIONS
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alan Reed President | Officer | 1 | $0 |
Bildey Moore Vice President | Officer | 1 | $0 |
Connie Orr Corr. Secretar | Officer | 1 | $0 |
Debbie Quick Secretary | Officer | 1 | $0 |
Rufus Chalmers Asst Treasurer | Officer | 1 | $0 |
Mary Macilvenn Treasurer | Officer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $4,592 |
| Fundraising events | $28,312 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $22,551 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $55,455 |
| Total Program Service Revenue | $1,437 |
| Investment income | $11,216 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $68,108 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $500 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $3,825 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $7,189 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $5,789 |
| All other expenses | $0 |
| Total functional expenses | $56,921 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $60,386 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $706,000 |
| Investments—publicly traded securities | $438,367 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,204,753 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,204,753 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,204,753 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Historical Association Of South Jefferson has recieved totaling $15,000.
| Awarding Organization | Amount |
|---|---|
Daisy Marquis Jones Foundation Rochester, NY PURPOSE: FOR THE PURCHASE OF THE 1840S JARDINE BARREL PUMP PIPE ORGAN. | $10,000 |
Daisy Marquis Jones Foundation Rochester, NY PURPOSE: IN MEMORY OF DONALD W. WHITNEY | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Josef And Anni Albers Foundation Inc Bethany, CT | $32,115,057 | $7,525,828 |
Massachusetts Historical Society Boston, MA | $153,195,244 | $13,508,822 |
Statue Of Liberty Ellis Island Foundation Inc New York, NY | $69,211,443 | $8,809,212 |
Edward M Kennedy Institute For The United States Senate Inc Boston, MA | $123,530,650 | $3,733,081 |
Nantucket Historical Association Nantucket, MA | $54,222,410 | $8,695,480 |
Philos Project Inc New York, NY | $1,194,685 | $1,246,393 |
Adirondack Historical Association Blue Mountain Lake, NY | $85,481,091 | $8,305,125 |
Eastern State Penitentiary Historic Site Inc Philadelphia, PA | $22,218,980 | $7,181,696 |
Old Dartmouth Historical Society New Bedford, MA | $34,006,057 | $4,398,959 |
Longyear Foundation Chestnut Hill, MA | $89,717,861 | $3,937,071 |
The Arthur Page Society New York, NY | $4,651,652 | $4,039,971 |
Connecticut Historical Society Hartford, CT | $72,727,103 | $6,569,476 |