Winchester-Frederick County Historical Society
- Assets
- $669.2k
- Revenue
- $251.6k
- Investments
- $561.7k
- Employees
- 21
- Location
- Winchester, VA
- Founding
- 06/1938
- Data as of
- 12/2021
- EIN
- 54-1273626
Organization Overview
Winchester-Frederick County Historical Society is located in Winchester, VA. The organization was established in 1938. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Winchester-Frederick County Historical Society employed 21 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Winchester-Frederick County Historical Society 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 12/2021, Winchester-Frederick County Historical Society generated $251.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $201.1k during the year ending 12/2021. While expenses have increased by 0.4% 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
MUSEUMS & EXHIBITS
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATION OF MUSEUMS, MUSEUM GIFT SHOPS AND ARCHIVES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Frances Lowe Vice President | OfficerTrustee | 1 | $0 |
Greg Hutchinson Treasurer | OfficerTrustee | 1 | $0 |
Kris Goff Vice President | OfficerTrustee | 1 | $0 |
George Schember President | OfficerTrustee | 1 | $0 |
Murray Shantz Secretary | OfficerTrustee | 1 | $0 |
Marilyn Stearns Vice President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $8,450 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $161,724 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $170,174 |
| Total Program Service Revenue | $31,772 |
| Investment income | $33,453 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $13 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $15,086 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $251,604 |
| 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 | $121,590 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $18,882 |
| Payroll taxes | $9,474 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,908 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $891 |
| Office expenses | $11,199 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $20,821 |
| Travel | $400 |
| 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 | $6,005 |
| Insurance | $1,612 |
| All other expenses | $0 |
| Total functional expenses | $201,109 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $35,726 |
| 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 | $24,213 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $46,110 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $561,706 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,472 |
| Total assets | $669,227 |
| Accounts payable and accrued expenses | $2,197 |
| 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 | $2,197 |
| Net assets without donor restrictions | $0 |
| 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 | $667,030 |
| Total liabilities and net assets/fund balances | $669,227 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Winchester-Frederick County Historical Society has recieved totaling $5.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $5 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
White House Historical Association Washington, DC | $70,614,346 | $21,703,882 |
National Links Trust Washington, DC | $8,914,003 | $10,793,468 |
Maymont Foundation Richmond, VA | $38,971,207 | $5,423,725 |
The Lynnwood Foundation Charlotte, NC | $21,387,443 | $5,860,754 |
The Heritage Foundation Of Williamson County Tn Franklin, TN | $23,589,168 | $5,101,900 |
Classical American Homes Preservation Trust Hillsborough, NC | $132,123,539 | $8,113,151 |
Andrew Jackson Foundation Hermitage, TN | $11,010,285 | $4,320,645 |
National Archives Foundation Washington, DC | $14,544,421 | $8,935,036 |
Memphis Chapter For Preservation Of Tennessee Antiquities Nashville, TN | $7,377,257 | $4,193,595 |
House Of The Temple Historic Preservation Foundation Inc Washington, DC | $31,687,828 | $5,822,669 |
Historic Annapolis Inc Annapolis, MD | $11,216,187 | $4,170,932 |
The George Washington Foundation Fredericksburg, VA | $39,220,156 | $2,847,343 |