Civic Intelligence

Harrisonburg-Rockingham Historical Society

990 • Fiscal year 2017 • EIN 54-1017712

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 29, 2018

P O Box 716Dayton, VA 22821-0716

(540) 879-2616

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

20th percentile

-10%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$50,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

51st percentile

3.6%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

40%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,981,881

Up $68,676 (+3.6%) from 2016

Net Assets

Up

$1,979,483

Up $68,926 (+3.6%) from 2016

Liabilities

Down

$2,398

Down $250 (-9.4%) from 2016

Revenue

Up

$200,559

Up $57,172 (+40%) from 2016

Expenses

Up

$220,877

Up $11,480 (+5.5%) from 2016

Net Income

Up

-$20,318

Up $45,692 (+69%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,914,824Liabilities 2011: $1,944Net Assets 2011: $1,912,8802011Assets 2012: $1,926,698Liabilities 2012: $1,975Net Assets 2012: $1,924,7232012Assets 2013: $1,945,982Liabilities 2013: $2,443Net Assets 2013: $1,943,5392013Assets 2014: $1,950,078Liabilities 2014: $2,186Net Assets 2014: $1,947,8922014Assets 2015: $1,884,344Liabilities 2015: $2,416Net Assets 2015: $1,881,9282015Assets 2016: $1,913,205Liabilities 2016: $2,648Net Assets 2016: $1,910,5572016Assets 2017: $1,981,881Liabilities 2017: $2,398Net Assets 2017: $1,979,4832017Assets 2018: $1,932,381Liabilities 2018: $3,826Net Assets 2018: $1,928,5552018Assets 2019: $2,105,059Liabilities 2019: $3,138Net Assets 2019: $2,101,9212019Assets 2020: $2,182,271Liabilities 2020: $2,864Net Assets 2020: $2,179,4072020Assets 2021: $2,377,428Liabilities 2021: $5,509Net Assets 2021: $2,371,9192021Assets 2022: $2,157,420Liabilities 2022: $5,808Net Assets 2022: $2,151,6122022Assets 2023: $2,282,153Liabilities 2023: $5,181Net Assets 2023: $2,276,9722023Assets 2024: $2,214,951Liabilities 2024: $4,765Net Assets 2024: $2,210,1862024

Highlighted filing

2017

Assets$1,981,881
Liabilities$2,398
Net Assets$1,979,483

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $207,666Expenses 2011: $223,000Net Income 2011: -$15,3342011Revenue 2012: $288,162Expenses 2012: $286,788Net Income 2012: $1,3742012Revenue 2013: $166,820Expenses 2013: $248,543Net Income 2013: -$81,7232013Revenue 2014: $205,059Expenses 2014: $235,224Net Income 2014: -$30,1652014Revenue 2015: $190,131Expenses 2015: $213,126Net Income 2015: -$22,9952015Revenue 2016: $143,387Expenses 2016: $209,397Net Income 2016: -$66,0102016Revenue 2017: $200,559Expenses 2017: $220,877Net Income 2017: -$20,3182017Revenue 2018: $252,059Expenses 2018: $224,492Net Income 2018: $27,5672018Revenue 2019: $216,951Expenses 2019: $235,465Net Income 2019: -$18,5142019Revenue 2020: $156,874Expenses 2020: $226,283Net Income 2020: -$69,4092020Revenue 2021: $333,973Expenses 2021: $232,175Net Income 2021: $101,7982021Revenue 2022: $310,134Expenses 2022: $296,524Net Income 2022: $13,6102022Revenue 2023: $339,332Expenses 2023: $321,928Net Income 2023: $17,4042023Revenue 2024: $234,085Expenses 2024: $404,148Net Income 2024: -$170,0632024

Highlighted filing

2017

Revenue$200,559
Expenses$220,877
Net Income-$20,318
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 29, 2018
Return Version
2017v2.3
Gross Receipts
$217,490
Mission and Program Overview

Mission

The society collects, preserves, displays, and interprets archives and artifacts of historical and cultural significance to the shenandoah valley as the heritage museum and maintains a genealogy research library, so that present and future generations may learn of the rich traditions and heritage of the shenandoah valley.

The purpose of the corporation is to collect, preserve, and display archives and artifacts of historical and cultural significance to the shenandoah valley and to maintain a genealogical library in order that present and future generations may learn of the rich traditions and historical heritage of the shenandoah valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$976,850$1,071,452▲ $94,602
Land, Buildings, and Equipment, Net$658,613$622,689▼ $35,924
Cash and Non-Interest-Bearing Accounts$157,246$164,947▲ $7,701
Savings and Temporary Cash Investments$93,906$94,121▲ $215
Inventories for Sale or Use$26,590$28,672▲ $2,082
Total Assets$1,913,205$1,981,881▲ $68,676
Liabilities
Accounts Payable and Accrued Expenses$2,648$2,398▼ $250
Total Liabilities$2,648$2,398▼ $250
Net Assets / Fund Balance
Unrestricted Net Assets$787,449$757,942▼ $29,507
Temporarily Rstr Net Assets$573,301$671,734▲ $98,433
Permanently Rstr Net Assets$549,807$549,807→ $0
Total Net Assets Fund Balance$1,910,557$1,979,483▲ $68,926
Total Liabilities and Net Assets / Fund Balance$1,913,205$1,981,881▲ $68,676

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$544,264$706,348$1,250,612
Land$78,425-$78,425

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$841,196-▲ $75,527-$916,723
2016$772,558-▲ $68,638-$841,196
2015$831,817-▼ $59,259-$772,558
2014$784,748-▲ $47,069-$831,817
2013$757,048-▲ $27,700-$784,748
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Penelope ImesonExecutive DiFT$50,000$50,000

Board Members and Trustees

NameTitle
George Homan IiChairman
David EhrenpreisVice-chairma
Beau DickensonTrustee/dire
Charlie ColletteTrustee/dire
Dana FennerTrustee/dire
Kevin BorgTrustee/dire
Lj PurcellTrustee/dire
Marshall PriceTrustee/dire
Lisa HawkinsSecretary
Lew TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,050
Program Service Revenue
$17,775
Investment Income
$46,938
Other Revenue
$20,796
All Other Contributions
$61,575
Change in Net Assets
$-20,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,217
Salaries, Compensation, and Employee Benefits$97,660
Total Fundraising Expense$2,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$45,500$3,000$1,500$50,000
Other Salaries and Wages$39,720$900$300$40,920
Depreciation Depletion$30,567$5,357-$35,924
All Other Expenses$14,951$693$142$15,786
Occupancy$11,313$595-$11,908
Insurance$8,892--$8,892
Payroll Taxes$6,318$289$133$6,740
Office Expenses$5,578--$5,578
Information Technology$3,689--$3,689
Other Expenses$3,631--$3,631
Conferences and Meetings$2,176--$2,176
Total Functional Expenses$207,968$10,834$2,075$220,877
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,887
Fundraising Direct Expenses$4,296
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 6

MEMBERS PAY DUES.

Form 990, Page 6, Part VI, Line 7A

There is an election of trustees at the annual meeting

Form 990, Page 6, Part VI, Line 11B

After preparation by the certified public accountants, the return was provided electronically to the trustees prior to filing.

Form 990, Page 6, Part VI, Line 12C

Whenever feasible competitive bids will be presented to the hrhs board to ensure that harrisonburg-rockingham historical society is receiving fair value for each transaction.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Harrisonburg-rockingham Historical
EIN
54-1017712
Phone
5408792616
Address
P O BOX 716, DAYTON, VA 22821-0716

Signing Officer

Name
George Homan Ii
Title
Chairman
Phone
5408792616
Signed
2018-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Homan Ii
Formed
1947
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
64

Preparer

Firm
Advantage Accounting & Tax Solutions Inc
Address
721 NORTH MAIN ST, HARRISONBURG, VA 22802-4622
Preparer
Kirk B Knott CPA
Phone
5404341706
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of the corporation is to collect, preserve, and display archives and artifacts of historical and cultural significance to the shenandoah valley and to maintain a genealogical library in order that present and future generations may learn of the rich traditions and historical heritage of the shenandoah valley.

Form 990, Page 2, Part III, Line 4D

Hrhs collects, preserves, and displays archives and artifacts of historical and cultural significance to the shenandoah valley. The heritage museum facility includes an extensive genealogy research library, a large museum interpreting local history, an historic house, and a bookstore/giftshop. Hrhs also provides tourist information as the historic dayton welcome center. Education programs include monthly lectures, gallery openings, tours, and field trips, in addition to events in the community co-sponsored with partners. Hrhs publications document local history and provide preservation and education beyond the facility's footprint. Volunteers greet visitors, maintain the library and museum, answer research questions, contribute to exhibitions,and continuously add to the digital resources. The museum and genealogy library are open to members (free) and to the public (fees).

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

The heritage museum has a large collection of artifacts, archives, photographs, and genealogy resources. Local history is found in these treasures, which include everything from agricultural tools and clothing to diaries and genealogy books to maps and photographs. The collection is used to connect the present to the past in order to inspire critical thinking, awareness, and understanding through history. Education is provided through exhibitions, publications, and outreach presentations, as well as genealogy and local history research assistance and/or services.

Schedule D, Page 2, Part V, Line 4

Income from the endowment fund is used for the operations of the organization.

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IRS990/MissionDesc0THE PURPOSE OF THE CORPORATION IS TO COLLECT, PRESERVE, AND DISPLAY ARCHIVES AND ARTIFACTS OF HISTORICAL AND CULTURAL SIGNIFICANCE TO THE SHENANDOAH VALLEY AND TO MAINTAIN A GENEALOGICAL LIBRARY IN ORDER THAT PRESENT AND FUTURE GENERATIONS MAY LEARN OF THE RICH TRADITIONS AND HISTORICAL HERITAGE OF THE SHENANDOAH VALLEY.
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IRS990/OtherExpensesGrp/Desc1EXHIBIT EXPENSE
IRS990/OtherExpensesGrp/Desc2PUBLICITY
IRS990/OtherExpensesGrp/Desc3GENEALOGY LIBRARY&ARCHIVE
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IRS990/OtherExpensesGrp/ProgramServicesAmt110676
IRS990/OtherExpensesGrp/ProgramServicesAmt24979
IRS990/OtherExpensesGrp/ProgramServicesAmt33631
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IRS990/OtherExpensesGrp/TotalAmt110676
IRS990/OtherExpensesGrp/TotalAmt24979
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0549807
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IRS990/PrincipalOfficerNm0GEORGE HOMAN II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MUSEUM ADM. & RESEARCH AC
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017775
IRS990/ProgSrvcAccomActy2Grp/Desc0HRHS EXPANDED RESEARCH RESOURCES IN THE LIBRARY THROUGH THE ACQUISITION OF A SIGNIFICANT COLLECTION OF SHENANDOAH COUNTY GENEALOGY TITLES AND ADDITIONAL HISTORY BOOKS. THE PUBLICATION OF "PICTURING HARRISONBURG: VISIONS OF A SHENANDOAH VALLEY CITY SINCE 1828" CONTRIBUTED THE FIRST HISTORY OF HARRISONBURG IN OVER 70 YEARS. THE BOOK EXAMINES FIVE SIGNIFICANT PERIODS IN THE CITY'S HISTORY THROUGH THE CAREFUL STUDY OF FIVE CONTEMPORANEOUS COLLECTIONS OF IMAGES AND WAS A PROJECT PRODUCED IN PARTNERSHIP WITH THE INSTITUTE OF VISUAL STUDIES AT JAMES MADISON UNIVERSITY. HRHS PUBLISHING EXPENSES FOR THE BOOK WERE INCURRED IN 2016.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02800
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02680
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FREE HRHS LECTURE SERIES BROUGHT IN SPEAKERS ON A RANGE OF TOPICS INCLUDING THE UNTOLD STORY OF THE IMPOSSIBLE PARK - SHENANDOAH NATIONAL PARK, THE WOMEN'S LAND ARMY OF AMERICA, GRANDMA MOSES IN THE SHENANDOAH VALLEY, AND DNA RESEARCH IN GENEALOGY. A NEW PROGRAM OF WORLD WAR II VIDEO LECTURES WAS INTRODUCED PROVIDING ACCESS TO ESTEEMED HISTORIANS LIKE CARLO D'ESTE, JERRY MORELOCK, AND JOSEPH H ALEXANDER. PARTNERSHIPS WITH LOCAL ORGANIZATIONS PROVIDED OFFSITE PROGRAMS REVEALING THE HISTORY OF LOCAL ROSENWALD SCHOOLS AND A TOUR OF THE ARCHAEOLOGY FINDINGS IN THE CELLAR OF HARRISONBURG'S THOMAS HARRISON HOUSE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011850
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0633
IRS990/ProgSrvcAccomActyOtherGrp/Desc0HRHS COLLECTS, PRESERVES, AND DISPLAYS ARCHIVES AND ARTIFACTS OF HISTORICAL AND CULTURAL SIGNIFICANCE TO THE SHENANDOAH VALLEY. THE HERITAGE MUSEUM FACILITY INCLUDES AN EXTENSIVE GENEALOGY RESEARCH LIBRARY, A LARGE MUSEUM INTERPRETING LOCAL HISTORY, AN HISTORIC HOUSE, AND A BOOKSTORE/GIFTSHOP. HRHS ALSO PROVIDES TOURIST INFORMATION AS THE HISTORIC DAYTON WELCOME CENTER. EDUCATION PROGRAMS INCLUDE MONTHLY LECTURES, GALLERY OPENINGS, TOURS, AND FIELD TRIPS, IN ADDITION TO EVENTS IN THE COMMUNITY CO-SPONSORED WITH PARTNERS. HRHS PUBLICATIONS DOCUMENT LOCAL HISTORY AND PROVIDE PRESERVATION AND EDUCATION BEYOND THE FACILITY'S FOOTPRINT. VOLUNTEERS GREET VISITORS, MAINTAIN THE LIBRARY AND MUSEUM, ANSWER RESEARCH QUESTIONS, CONTRIBUTE TO EXHIBITIONS,AND CONTINUOUSLY ADD TO THE DIGITAL RESOURCES. THE MUSEUM AND GENEALOGY LIBRARY ARE OPEN TO MEMBERS (FREE) AND TO THE PUBLIC (FEES).
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0189442
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt016904
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IRS990/PYTotalExpensesAmt0209397
IRS990/PYTotalRevenueAmt0143387
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IRS990/ReconcilationRevenueExpnssAmt0-20318
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IRS990/RevenueAmt0238
IRS990/SavingsAndTempCashInvstGrp/BOYAmt093906
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094121
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROGRAM SERVICE REVENUE 83,901
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt099522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0129410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0537308
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt047594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036642
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018925
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt017761
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt012630
IRS990ScheduleA/OtherIncome170Grp/TotalAmt083901
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.65530
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IRS990ScheduleA/TotalSupportAmt0840612
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068638
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0831817
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0772558
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-59259
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0784748
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0831817
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047069
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0757048
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0784748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027700
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt078425
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt078425
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0544264
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0706348
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01250612
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.60000
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HERITAGE MUSEUM HAS A LARGE COLLECTION OF ARTIFACTS, ARCHIVES, PHOTOGRAPHS, AND GENEALOGY RESOURCES. LOCAL HISTORY IS FOUND IN THESE TREASURES, WHICH INCLUDE EVERYTHING FROM AGRICULTURAL TOOLS AND CLOTHING TO DIARIES AND GENEALOGY BOOKS TO MAPS AND PHOTOGRAPHS. THE COLLECTION IS USED TO CONNECT THE PRESENT TO THE PAST IN ORDER TO INSPIRE CRITICAL THINKING, AWARENESS, AND UNDERSTANDING THROUGH HISTORY. EDUCATION IS PROVIDED THROUGH EXHIBITIONS, PUBLICATIONS, AND OUTREACH PRESENTATIONS, AS WELL AS GENEALOGY AND LOCAL HISTORY RESEARCH ASSISTANCE AND/OR SERVICES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME FROM THE ENDOWMENT FUND IS USED FOR THE OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.40000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0622689
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE CORPORATION IS TO COLLECT, PRESERVE, AND DISPLAY ARCHIVES AND ARTIFACTS OF HISTORICAL AND CULTURAL SIGNIFICANCE TO THE SHENANDOAH VALLEY AND TO MAINTAIN A GENEALOGICAL LIBRARY IN ORDER THAT PRESENT AND FUTURE GENERATIONS MAY LEARN OF THE RICH TRADITIONS AND HISTORICAL HERITAGE OF THE SHENANDOAH VALLEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HRHS COLLECTS, PRESERVES, AND DISPLAYS ARCHIVES AND ARTIFACTS OF HISTORICAL AND CULTURAL SIGNIFICANCE TO THE SHENANDOAH VALLEY. THE HERITAGE MUSEUM FACILITY INCLUDES AN EXTENSIVE GENEALOGY RESEARCH LIBRARY, A LARGE MUSEUM INTERPRETING LOCAL HISTORY, AN HISTORIC HOUSE, AND A BOOKSTORE/GIFTSHOP. HRHS ALSO PROVIDES TOURIST INFORMATION AS THE HISTORIC DAYTON WELCOME CENTER. EDUCATION PROGRAMS INCLUDE MONTHLY LECTURES, GALLERY OPENINGS, TOURS, AND FIELD TRIPS, IN ADDITION TO EVENTS IN THE COMMUNITY CO-SPONSORED WITH PARTNERS. HRHS PUBLICATIONS DOCUMENT LOCAL HISTORY AND PROVIDE PRESERVATION AND EDUCATION BEYOND THE FACILITY'S FOOTPRINT. VOLUNTEERS GREET VISITORS, MAINTAIN THE LIBRARY AND MUSEUM, ANSWER RESEARCH QUESTIONS, CONTRIBUTE TO EXHIBITIONS,AND CONTINUOUSLY ADD TO THE DIGITAL RESOURCES. THE MUSEUM AND GENEALOGY LIBRARY ARE OPEN TO MEMBERS (FREE) AND TO THE PUBLIC (FEES).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS PAY DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS AN ELECTION OF TRUSTEES AT THE ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFTER PREPARATION BY THE CERTIFIED PUBLIC ACCOUNTANTS, THE RETURN WAS PROVIDED ELECTRONICALLY TO THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WHENEVER FEASIBLE COMPETITIVE BIDS WILL BE PRESENTED TO THE HRHS BOARD TO ENSURE THAT HARRISONBURG-ROCKINGHAM HISTORICAL SOCIETY IS RECEIVING FAIR VALUE FOR EACH TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0671734
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IRS990/TotalAssetsGrp/EOYAmt01981881
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IRS990/TotalContributionsAmt0115050
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02075
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010834
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0207968
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220877
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.23$0.40$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.01$2.28$0.34$0.32$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.01$2.15$0.31$0.30$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.01$2.37$0.33$0.23$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.16$0.23$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.10$0.22$0.24$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.25$0.22$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.20$0.22$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.14$0.21$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.19$0.21$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.21$0.24$0.03
2013Summary only. Only limited summary data is available for this year.$1.95$0.00$1.94$0.17$0.25$0.08
2012Summary only. Only limited summary data is available for this year.$1.93$0.00$1.92$0.29$0.29$0.00
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$0.21$0.22$0.02