Civic Intelligence

Oakland Heritage Community

EIN 27-0512338 • 501(c)3 • Oakland, MD

Profile

Form 990-ez, part iii, primary exempt purpose - the organization strives to educate the public and promote the interest in the preservation and rejuvenation of the downtown area with seminars, meetings, exhibits, special events and brochures to promote the preservation of the culturally significant and historic buildings, fixtures and heritage of the community. The organization operates the main street program activities and the operations of the b & o railroad museum-oakland station.

15 S Third StreetOakland, MD 21550

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

33rd percentile

-8.0%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

40th percentile

-10%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-26%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$300,743

Down $33,779 (-10%) from 2024

Liabilities

Down

$2,266

Down $27,889 (-92%) from 2024

Net Assets

Down

$298,477

Down $5,890 (-1.9%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin33rd percentile

Revenue

Down

$73,355

Down $25,576 (-26%) from 2024

Expenses

Down

$79,245

Down $15,024 (-16%) from 2024

Net Income

Down

-$5,890

Down $10,552 (-226%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2013: $71,619Liabilities 2013: $122Net Assets 2013: $71,4972013Assets 2014: $89,453Liabilities 2014: $40Net Assets 2014: $89,4132014Assets 2015: $89,835Liabilities 2015: $572Net Assets 2015: $89,2632015Assets 2016: $80,101Liabilities 2016: $438Net Assets 2016: $79,6632016Assets 2017: $88,407Liabilities 2017: $319Net Assets 2017: $88,0882017Assets 2018: $266,725Liabilities 2018: $1,040Net Assets 2018: $265,6852018Assets 2019: $286,671Liabilities 2019: $2,379Net Assets 2019: $284,2922019Assets 2020: $268,010Liabilities 2020: $3,685Net Assets 2020: $264,3252020Assets 2021: $258,412Liabilities 2021: $4,608Net Assets 2021: $253,8042021Assets 2022: $293,777Liabilities 2022: $3,265Net Assets 2022: $290,5122022Assets 2023: $333,035Liabilities 2023: $33,330Net Assets 2023: $299,7052023Assets 2024: $334,522Liabilities 2024: $30,155Net Assets 2024: $304,3672024Assets 2025: $300,743Liabilities 2025: $2,266Net Assets 2025: $298,4772025

Highlighted filing

2025

Assets$300,743
Liabilities$2,266
Net Assets$298,477
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $90,336Expenses 2013: $42,942Net Income 2013: $47,3942013Revenue 2014: $74,072Expenses 2014: $56,155Net Income 2014: $17,9172014Revenue 2015: $45,844Expenses 2015: $45,994Net Income 2015: -$1502015Revenue 2016: $28,741Expenses 2016: $38,341Net Income 2016: -$9,6002016Revenue 2017: $58,889Expenses 2017: $50,465Net Income 2017: $8,4242017Revenue 2018: $232,871Expenses 2018: $55,274Net Income 2018: $177,5972018Revenue 2019: $84,402Expenses 2019: $65,795Net Income 2019: $18,6072019Revenue 2020: $45,120Expenses 2020: $65,087Net Income 2020: -$19,9672020Revenue 2021: $182,725Expenses 2021: $193,246Net Income 2021: -$10,5212021Revenue 2022: $97,553Expenses 2022: $60,845Net Income 2022: $36,7082022Revenue 2023: $79,921Expenses 2023: $70,728Net Income 2023: $9,1932023Revenue 2024: $98,931Expenses 2024: $94,269Net Income 2024: $4,6622024Revenue 2025: $73,355Expenses 2025: $79,245Net Income 2025: -$5,8902025

Highlighted filing

2025

Revenue$73,355
Expenses$79,245
Net Income-$5,890
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,743
Liabilities
$2,266
Net assets
$298,477
Revenue
$73,355
Expenses
$79,245
Net income
-$5,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.01$0.02$2.98$0.73$0.79$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.30$3.04$0.99$0.94$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.33$3.00$0.80$0.71$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.03$2.91$0.98$0.61$0.37
2021Detailed filing. Detailed filing data is available for this year.$2.58$0.05$2.54$1.83$1.93$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.04$2.64$0.45$0.65$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.02$2.84$0.84$0.66$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$2.33$0.55$1.78
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.59$0.50$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.29$0.38$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$0.46$0.46$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.74$0.56$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.71$0.90$0.43$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.5
Gross Receipts
$75,525
Mission and Program Overview

Mission

To promote the preservation of culturally significant and historic buildings, fixtures and heritage of the community. To enhance the education of said cultural and historic aspects of the community, and to promote and preserve the artistic heritage of the community.

To promote the preservation of culturally significant and historic buildings, fixtures and heritage of the community. The organization strives to educate the public and promote the interest in the preservation and rejuvenation of the downtown area with seminars, meetings,exhibits, and special events and brochures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$190,735$170,267▼ $20,468
Cash and Non-Interest-Bearing Accounts$103,334$99,912▼ $3,422
Savings and Temporary Cash Investments$27,002$27,677▲ $675
Inventories for Sale or Use$679$2,223▲ $1,544
Total Assets$334,522$300,743▼ $33,779
Other Assets Total$12,772$664▼ $12,108
Liabilities
Deferred Revenue$22,365$0▼ $22,365
Accounts Payable and Accrued Expenses$7,604$2,131▼ $5,473
Other Liabilities$186$135▼ $51
Total Liabilities$30,155$2,266▼ $27,889
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$262,298$257,907▼ $4,391
Net Assets With Donor Restrictions$42,069$40,570▼ $1,499
Total Net Assets Fund Balance$304,367$298,477▼ $5,890
Total Liabilities and Net Assets / Fund Balance$334,522$300,743▼ $33,779

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$136,150$78,542$214,692
Equipment$3,213$59,676$62,889
Land$30,000-$30,000
Buildings$904$2,970$3,874

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$27,002-▲ $675-$27,677
2023$26,977-▲ $25-$27,002
2022$26,344-▲ $633-$26,977
2021$25,699-▲ $645-$26,344
2020$25,524-▲ $175-$25,699
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Margaret Peggy JamisonPresident
Andrew SauderVice President
Andrew HarveyMember
Valerie StemacSecretary
Randy BittingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,485
Program Service Revenue
$39,051
Investment Income
$699
Other Revenue
$6,120
All Other Contributions
$5,120
Change in Net Assets
$-5,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,903
Grants and Similar Amounts Paid$25,342
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,265--$22,265
Depreciation Depletion$13,508$1,356-$14,864
Advertising$6,631--$6,631
All Other Expenses$4,593--$4,593
Grants to Domestic Individuals$3,077--$3,077
Fees for Services Accounting$1,388$1,388-$2,776
Insurance$1,960--$1,960
Other Expenses$1,397$258-$1,397
Office Expenses$357--$357
Total Functional Expenses$76,243$3,002$0$79,245
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of OaklandOakland, MD-To Assist With the Purchase of Security Cameras at Broadford Park$22,265
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The draft form 990 is reviewed by the president and treasurer of the board of directors. It is made available to the board of directors either electronically or by hard copy prior to filing with the irs. The return is presented to the full board at the next regularly scheduled meeting.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict of interest policy states that any director, principal officer, or member of a committee with a direct financial interest conflict must disclose the existence of said conflict. In addition, annual conflict of interest questionaires are completed by all directors, officers, and members.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon receipt of written request.”

Filing and Contact Details

Filer

Filer Name
Oakland Heritage Community
EIN
27-0512338
Phone
3013342691
Address
15 S THIRD STREET, OAKLAND, MD 21550

Signing Officer

Name
Margaret Jamison
Title
Director
Phone
3013349431
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Jamison
Formed
2010
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
The Rodeheaver Group Pc
Address
6000 THAYER CENTER, OAKLAND, MD 21550
Preparer
Emily Barger CPA
Phone
3013343127
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Rent: program service expenses 1,330. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,330. Credit card fees: program service expenses 1,270. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,270. Pocket park movies: program service expenses 918. Management and general expenses 0. Fundraising expenses 0. Total expenses 918. Other costs: program service expenses 900. Management and general expenses 0. Fundraising expenses 0. Total expenses 900. Dues: program service expenses 175. Management and general expenses 0. Fundraising expenses 0. Total expenses 175.”

Financial Statement Notes

PART III, LINE 4:

“B&o steam engine locomotive was restored for public exhibition”

Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07604
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02131
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE PRESERVATION OF CULTURALLY SIGNIFICANT AND HISTORIC BUILDINGS, FIXTURES AND HERITAGE OF THE COMMUNITY. THE ORGANIZATION STRIVES TO EDUCATE THE PUBLIC AND PROMOTE THE INTEREST IN THE PRESERVATION AND REJUVENATION OF THE DOWNTOWN AREA WITH SEMINARS, MEETINGS,EXHIBITS, AND SPECIAL EVENTS AND BROCHURES.
IRS990/AdvertisingGrp/ProgramServicesAmt06631
IRS990/AdvertisingGrp/TotalAmt06631
IRS990/AllOtherContributionsAmt05120
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04593
IRS990/AllOtherExpensesGrp/TotalAmt04593
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum03013342691
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015 SOUTH THIRD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021550
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0103334
IRS990/CashNonInterestBearingGrp/EOYAmt099912
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt02170
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt027485
IRS990/CYGrantsAndSimilarPaidAmt025342
IRS990/CYInvestmentIncomeAmt0699
IRS990/CYOtherExpensesAmt053903
IRS990/CYOtherRevenueAmt06120
IRS990/CYProgramServiceRevenueAmt039051
IRS990/CYRevenuesLessExpensesAmt0-5890
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt079245
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt073355
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt022365
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01356
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013508
IRS990/DepreciationDepletionGrp/TotalAmt014864
IRS990/Desc0OPERATION OF THE B&O TRAIN STATION - OAKLAND STATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt042069
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt040570
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt032907
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01388
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01388
IRS990/FeesForServicesAccountingGrp/TotalAmt02776
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW HARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARGARET PEGGY JAMISON
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW SAUDER
IRS990/Form990PartVIISectionAGrp/PersonNm3RANDY BITTINGER
IRS990/Form990PartVIISectionAGrp/PersonNm4VALERIE STEMAC
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt022365
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03077
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03077
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt022265
IRS990/GrantsToDomesticOrgsGrp/TotalAmt022265
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt075525
IRS990/GrossSalesOfInventoryAmt08290
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01960
IRS990/InsuranceGrp/TotalAmt01960
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0679
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02223
IRS990/InvestmentIncomeGrp/ExclusionAmt0699
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0699
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0141188
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0190735
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0170267
IRS990/LandBldgEquipCostOrOtherBssAmt0311455
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE PRESERVATION OF CULTURALLY SIGNIFICANT AND HISTORIC BUILDINGS, FIXTURES AND HERITAGE OF THE COMMUNITY. TO ENHANCE THE EDUCATION OF SAID CULTURAL AND HISTORIC ASPECTS OF THE COMMUNITY, AND TO PROMOTE AND PRESERVE THE ARTISTIC HERITAGE OF THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0304367
IRS990/NetAssetsOrFundBalancesEOYAmt0298477
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt06120
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt06120
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0262298
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0257907
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0357
IRS990/OfficeExpensesGrp/TotalAmt0357
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012772
IRS990/OtherAssetsTotalGrp/EOYAmt0664
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/Desc1SOUND
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3CONTRACTED SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0258
IRS990/OtherExpensesGrp/ProgramServicesAmt016923
IRS990/OtherExpensesGrp/ProgramServicesAmt12949
IRS990/OtherExpensesGrp/ProgramServicesAmt21195
IRS990/OtherExpensesGrp/ProgramServicesAmt31397
IRS990/OtherExpensesGrp/TotalAmt016923
IRS990/OtherExpensesGrp/TotalAmt12949
IRS990/OtherExpensesGrp/TotalAmt21453
IRS990/OtherExpensesGrp/TotalAmt31397
IRS990/OtherLiabilitiesGrp/BOYAmt0186
IRS990/OtherLiabilitiesGrp/EOYAmt0135
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARGARET JAMISON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MAIN STREET EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1B&O TRAIN STATION
IRS990/ProgramServiceRevenueGrp/Desc2OAKLAND COMMUNITY CENT
IRS990/ProgramServiceRevenueGrp/Desc3BUISNESS INCENTIVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019420
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113489
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25742
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019420
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25742
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3400
IRS990/ProgSrvcAccomActy2Grp/Desc0MAIN STREET PROGRAMS INCLUDING WINTERFEST, SUMMER EVENTS, LITTLE YOUGH MUSICAL FESTIVAL, POCKET PARK MOVIES, AND CHRISTMAS ON MAIN STREET. THIS IS THE LAST YEAR THAT THIS PROGRAM SERVICE IS BEING MANAGED BY OAKLAND HERITAGE. IT HAS BEEN TRANSITIONED OVER TO THE LOCAL ARTS COUNCIL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05911
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt019420
IRS990/ProgSrvcAccomActy3Grp/Desc0SAFETY UPGRADES AND RENOVATIONS OF THE LOCAL COMMUNITY CENTER AND PARK TO PRESERVE ITS USE IN THE COMMUNITY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt034348
IRS990/ProgSrvcAccomActy3Grp/GrantAmt022265
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05742
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BUSINESS INCENTIVE PROGRAM TO ASSIST LOCAL BUSINESSES WITH MONETARY NEEDS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03077
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt03077
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt049489
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07180
IRS990/PYInvestmentIncomeAmt0683
IRS990/PYOtherExpensesAmt087089
IRS990/PYOtherRevenueAmt03082
IRS990/PYProgramServiceRevenueAmt045677
IRS990/PYRevenuesLessExpensesAmt04662
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt094269
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt098931
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-5890
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013489
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027002
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt062778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0190627
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0161765
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99690
IRS990ScheduleA/PublicSupportPY170Pct00.99660
IRS990ScheduleA/PublicSupportTotal170Amt0190627
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt062778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08882
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0190627
IRS990ScheduleA/TotalSupportAmt0191224
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0269
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0328
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0597
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0904
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02970
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03874
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt027002
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027677
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0675
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt026977
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt027002
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt026977
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0633
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025699
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt026344
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0645
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025524
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03213
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059676
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062889
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0136150
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt078542
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0214692
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0135
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0B&O STEAM ENGINE LOCOMOTIVE WAS RESTORED FOR PUBLIC EXHIBITION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0170267
IRS990ScheduleD/TotalLiabilityAmt0135
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03077
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0BUSINESS INCENTIVE GRANTS TO ASSIST DOWNTOWN OAKLAND BUSINESSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/RecipientTable/CashGrantAmt022265
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST WITH THE PURCHASE OF SECURITY CAMERAS AT BROADFORD PARK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TOWN OF OAKLAND
IRS990ScheduleI/RecipientTable/RecipientEIN0526000081
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015 SOUTH THIRD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021550
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER OF THE BOARD OF DIRECTORS. IT IS MADE AVAILABLE TO THE BOARD OF DIRECTORS EITHER ELECTRONICALLY OR BY HARD COPY PRIOR TO FILING WITH THE IRS. THE RETURN IS PRESENTED TO THE FULL BOARD AT THE NEXT REGULARLY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CONFLICT OF INTEREST POLICY STATES THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH A DIRECT FINANCIAL INTEREST CONFLICT MUST DISCLOSE THE EXISTENCE OF SAID CONFLICT. IN ADDITION, ANNUAL CONFLICT OF INTEREST QUESTIONAIRES ARE COMPLETED BY ALL DIRECTORS, OFFICERS, AND MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON RECEIPT OF WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RENT: PROGRAM SERVICE EXPENSES 1,330. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,330. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 1,270. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,270. POCKET PARK MOVIES: PROGRAM SERVICE EXPENSES 918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 918. OTHER COSTS: PROGRAM SERVICE EXPENSES 900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900. DUES: PROGRAM SERVICE EXPENSES 175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0334522
IRS990/TotalAssetsEOYAmt0300743
IRS990/TotalAssetsGrp/BOYAmt0334522
IRS990/TotalAssetsGrp/EOYAmt0300743
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt027485
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03002
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076243
IRS990/TotalFunctionalExpensesGrp/TotalAmt079245
IRS990/TotalGrossUBIAmt06120
IRS990/TotalLiabilitiesBOYAmt030155
IRS990/TotalLiabilitiesEOYAmt02266
IRS990/TotalLiabilitiesGrp/BOYAmt030155
IRS990/TotalLiabilitiesGrp/EOYAmt02266
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0304367
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0298477
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt03077
IRS990/TotalOtherProgSrvcGrantAmt03077
IRS990/TotalOtherProgSrvcRevenueAmt0400
IRS990/TotalProgramServiceExpensesAmt076243
IRS990/TotalProgramServiceRevenueAmt039051
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0699
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039051
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073355
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06120
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0334522
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0300743
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015 S THIRD STREET
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021550
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET JAMISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03013349431
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKLAND HERITAGE COMMUNITY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.