Upper Town Heritage Foundation Inc
- Assets
- $508.0k
- Revenue
- $40.8k
- Investments
- $0.0
- Employees
- 0
- Location
- Paducah, KY
- Founding
- 03/2003
- Data as of
- 06/2022
- EIN
- 61-1349331
Organization Overview
Upper Town Heritage Foundation Inc is located in Paducah, KY. The organization was established in 2003. 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. Upper Town Heritage Foundation Inc 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 06/2022, Upper Town Heritage Foundation Inc generated $40.8k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.3% each year . All expenses for the organization totaled $73.1k during the year ending 06/2022. While expenses have increased by 9.5% per year over the past 7 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
HISTORIC PRESERVATION AND EDUCATION
Describe the Organization's Program Activity:
Part 3 - Line 4a
RESTORATION OF HISTORIC HOTEL METROPOLITAN AND HOSTING COMMUNITY EDUCATION EVENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rosa Scott President | OfficerTrustee | 10 | $0 |
Shawn Edmonds Vice President | OfficerTrustee | 5 | $0 |
Betty Dobson Executive Dir. | OfficerTrustee | 40 | $0 |
Sherlyne Cooper Treasurer Ii | OfficerTrustee | 5 | $0 |
Lynnett Edmonds Treasurer I | OfficerTrustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $40,834 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $40,834 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| 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 | $40,834 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| 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 | $4,710 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $250 |
| 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 | $8,483 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $11,857 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $110 |
| Interest | $250 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $21,658 |
| Insurance | $4,156 |
| All other expenses | $12 |
| Total functional expenses | $73,145 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,821 |
| 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 | $497,141 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $507,962 |
| 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 | $11,217 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $11,217 |
| Net assets without donor restrictions | $496,745 |
| 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 | $507,962 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Upper Town Heritage Foundation Inc has recieved totaling $18,586.
| Awarding Organization | Amount |
|---|---|
Carson-Myre Charitable Foundation Paducah, KY PURPOSE: ENHANCE LOCAL CULTURAL ACTIVITIES | $6,500 |
Carson-Myre Charitable Foundation Paducah, KY PURPOSE: ENHANCE LOCAL CULTURAL ACTIVITIES | $6,500 |
Paypal Charitable Giving Fund Washington, DC PURPOSE: General Support | $5,586 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Indiana Historical Society Indianapolis, IN | $152,627,726 | $15,739,974 |
Army Historical Foundation Inc Fort Belvoir, VA | $16,487,331 | $17,384,969 |
Virginia Historical Society Richmond, VA | $152,846,402 | $30,481,870 |
United States Foundation For The Commemoration Of The World Wars Arlington, VA | $17,191,453 | $4,408,831 |
Steel Founders Society Of America Crystal Lake, IL | $6,567,517 | $7,560,615 |
Sunset Memorial Park Association North Olmsted, OH | $79,187,854 | $7,193,716 |
Historic Landmarks Foundation Of Indiana Inc Indianapolis, IN | $92,679,775 | $11,879,556 |
Cuyahoga Valley Preservation And Scenic Railway Association Peninsula, OH | $11,093,810 | $8,580,241 |
Colonel Il James N Pritzker Library For The Citizen Soldier Chicago, IL | $30,735,848 | $6,408,136 |
Western Reserve Historical Society Cleveland, OH | $45,747,344 | $9,269,565 |
Stan Hywet Hall & Gardens Inc Akron, OH | $11,720,685 | $5,111,685 |
Association For The Preservation Of Virginia Antiquities Richmond, VA | $27,559,744 | $5,571,617 |