Marshall County Historical Society Inc in Moundsville, West Virginia (WV)

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Marshall County Historical Society Inc
Employer Identification Number (EIN)550627794
Name of OrganizationMarshall County Historical Society Inc
AddressPO BOX 267, Moundsville, WV 26041-0267
ActivitiesDescribed in section 509(a)(2) of the Code, Other cultural or historical activities
SubsectionCharitable Organization
Ruling Date04/1996
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period03/2014
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$233,613
Amount of Income$128,467
Form 990 Revenue Amount$126,121
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Historical Societies, Related Historical Activities


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Amount of income in 2014: $128,467
Marshall County Historical Society Inc: 

 $128,467
Other organizations performing similar types of work: 

 $32,954

Assets in 2014: $233,613
Marshall County Historical Society Inc: 

 $233,613
Other organizations performing similar types of work: 

 $59,539

Expenses in 2014: $96,680
Marshall County Historical Society Inc: 

 $96,680
Other organizations performing similar types of work: 

 $21,061

Income to expenses ratio in 2014: 1.3
This organization: 

 1.3
Other organizations performing similar types of work: 

 0.9

Expenses allocated to program services in 2007: 94.1%
This organization: 

 94.1%
Other organizations performing similar types of work: 

 72.1%

Grants share in income in 2014: 95.7%
This organization: 

 95.7%
Other organizations performing similar types of work: 

 2.1%

Financial snapshot ($)

Revenue for 2014

Support schedule

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201220132014
Total revenue$57,046$125,336$126,121
Contributions, gifts, grants, and similar amounts received$55,785$101,655$120,716
Program service revenue including government fees and contracts$0$0$0
Membership dues and assessments$915$720$1,115
Investment income$92$94$76
Gain/Loss from sale of assets other than inventory$0$22,640$0
Net income/loss from gaming and fundraising events$0$0$3,976
Gross income from gaming$0$0$0
Gross income from fundraising events$0$0$5,846
Less: direct expenses from gaming and fundraising events$0$0$1,870
Gross profit/loss from sales of inventory$253$227$238
Gross sales of inventory, less returns and allowances$787$680$714
Less: cost of goods sold$534$453$476
Other revenue$0$0$0
Total expenses$63,810$72,414$96,680
Total net assets$151,249$204,172$233,613
Excess/Deficit for the year$-6,763$52,922$29,441
Net assets or fund balances at beginning of year$158,012$151,250$204,172
Other changes in net assets or fund balances$0$0$0
Net assets or fund balances at end of year$204,172$233,613
Balance Sheets
201220132014
Total assets$151,249$204,172$233,613
Total liabilities$0$0$0
Net assets or fund balances$151,249$204,172$233,613
Other Information
201220132014
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2010 - 2014)
2010 - 2014 Total
Public Support$452,273
Subtotal Support$452,273
Gifts, grants, contributions, and membership fees received$452,273
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$453,351
Public Support$452,273
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$1,078
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$0
Gross receipts from related activities, etc.$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20032004200520062007
Total revenue$50,188$189,236$54,501$84,544$89,131
Contributions, gifts, grants, and similar amounts received$48,617$188,736$53,652$68,562$77,088
Contributions to donor advised funds$0$0
Direct public support$48,617$64,542$31,518$34,562$20,465
Indirect public support$0$0$0$0$56,623
Government contributions (grants)$0$124,194$22,134$34,000$0
Program service revenue including government fees and contracts$0$0$0$0$0
Membership dues and assessments$1,440$0$760$1,615$225
Interest on savings and temporary cash investments$131$100$89$534$599
Dividends and interest from securities$0$0$0$0$0
Net rental income or (loss)$0$0$0$635$841
Gross rents$0$0$0$635$841
Less: rental expenses$0$0$0$0$0
Other investment income$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$12,858$10,239
Gross revenue$0$0$0$12,858$10,239
Less: direct expenses other than fundraising expenses$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$338$137
Gross sales of inventory, less returns and allowances$0$0$0$338$274
Less: cost of goods sold$0$0$0$0$137
Other revenue$0$400$0$0$0
Total expenses$46,731$23,588$27,122$80,667$102,603
Program services$33,096$20,057$19,541$75,434$96,556
Management and general$8,910$2,324$7,056$2,967$4,098
Fundraising$4,725$1,207$524$2,265$1,949
Payments to affiliates$0$0$0$0$0
Net assets or fund balances at end of year$103,599$269,247$296,626$170,212$157,738
Excess or (deficit) for the year$3,457$165,648$27,379$3,876$-13,472
Net assets or fund balances at beginning of year$100,142$103,599$269,247$296,626$170,212
Other changes in net assets or fund balances$0$0$0$-130,290$998
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$102,603$96,556$4,098$1,949
Grants paid from donor advised funds$0
Other grants and allocations$37,741
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$96$0$96$0
Telephone$0$0$0$0
Postage and shipping$108$0$108$0
Occupancy$2,678$2,678$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$19,118$19,118$0$0
Depreciation, depletion, etc.$2,125$0$2,125$0
Other expenses not covered above$40,736$37,019$1,768$1,949
Balance Sheets
20032004200520062007
Total assets$109,332$269,247$296,626$170,212$157,738
Cash - non-interest-bearing$28,383$46,760$28,739$28,473$23,973
Savings and temporary cash investments$12,223$12,294$12,341$10,261$10,855
Accounts receivable less allowance for doubtful accounts$0$0$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0
Grants receivable$7,490$38,840$7,735$7,441$1,136
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0
Inventories for sale or use$12,500$12,200$11,700$11,362$11,224
Prepaid expenses and deferred charges$0$0$0$0$0
Investments - publicly-traded securities$0$0
Investments - other securities$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$48,736$0$0$0$0
Investments - other$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$0$159,153$236,110$112,674$110,548
Other assets, including program-related investments$0$0$0$0$0
Total liabilities$5,733$0$0$0$0
Accounts payable and accrued expenses$5,733$0$0$0$0
Grants payable$0$0$0$0$0
Deferred revenue$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0
Other liabilities$0$0$0$0$0
Total liabilities and net assets/fund balances$109,332$269,247$296,626$170,212$157,738
Total net assets or fund balances$103,599$269,247$296,626$170,212$157,738
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20032004200520062007
Total revenue$50,188$0$0$0$0
Total revenue, gains, and other support per audited financial statements$50,188$0$0$0$0
Other expenses$0$0$0$0$0
Net unrealized gains on investments$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0
Other$0$0$0$0$0
Other revenue$0$0$0$0$0
Investment expenses$0$0$0$0$0
Other$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20032004200520062007
Total expenses$46,731$0$0$0$0
Total expenses and losses per audited financial statements$46,731$0$0$0$0
Other revenue$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0
Prior year adjustments$0$0$0$0$0
Losses$0$0$0$0$0
Other$0$0$0$0$0
Other expenses$0$0$0$0$0
Investment expenses$0$0$0$0$0
Other$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings9
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$0$824
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$225
Interest on savings and temporary cash investments000000$000$0$599
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
20022003200420052006
Total$0$50,188$189,236$54,502$70,713
Gifts, grants, and contributions received$0$48,617$188,736$53,653$68,563
Membership fees received$0$1,440$0$760$1,615
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$131$100$89$535
Net income from unrelated business activities not included above$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0
Other income$0$0$400$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Number of organizations performing similar types of work
Alaska33
Alabama164
Arkansas91
Arizona136
California779
Colorado191
Connecticut152
District of Columbia75
Delaware52
Florida406
Georgia265
Hawaii55
Iowa212
Idaho67
Illinois367
Indiana226
Kansas130
Kentucky133
Louisiana114
Massachusetts330
Maryland245
Maine188
Michigan336
Minnesota222
Missouri261
Mississippi90
Montana83
North Carolina314
North Dakota45
Nebraska71
New Hampshire118
New Jersey261
New Mexico72
Nevada72
New York672
Ohio464
Oklahoma128
Oregon168
Pennsylvania565
Rhode Island71
South Carolina137
South Dakota40
Tennessee176
Texas568
Utah142
Virginia377
Vermont83
Washington188
Wisconsin223
West Virginia101
Wyoming31
International15
Total10,505

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