2024-10-02T01:05:07-05:00 2023-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2023-01-01 546044234 CLARKE COUNTY HISTORICAL ASSOCIATION CLAR 5409552600 P O BOX 306 BERRYVILLE VA 22611 GLEN KOONTZ TREASURER 5409552600 2024-09-30 1 1 OLIVIA A HUTTON CPA P00964688 5406623417 2024-09-30 2023 2024-10-15 13:58:12Z NATHAN STAVLEY P O BOX 306 BERRYVILLE VA 22611 608739 0 X WWW.CLARKEHISTORY.ORG X 1939 VA PRESERVATION AND PROMOTION OF HISTORIC SITES 14 14 4 70 0 0 141944 147846 3683 6466 40196 24233 126066 184894 311889 363439 5000 5000 0 0 129792 133945 0 0 0 169298 214355 304090 353300 7799 10139 1594713 1682245 7434 13317 1587279 1668928 TO HELP PRESERVE THE HISTORIAL RESOURCES AND RECORDS OF CLARKE COUNTY, VIRGINIA AND TO FOSTER THEIR USE, UNDERSTANDING AND ENJOYMENT THROUGH STEWARDSHIP AND EDUCATION . 0 0 201121 5000 12423 THE PRESERVATION AND PROMOTION OF A HISTORIC MILL AND MUSEUM IN CLARKE COUNTY, VIRGINIA 201121 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 130 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 1 1 0 X NATHAN STALVEY 5409552600 P O BOX 306 BERRYVILLE VA 22611 JOHN CAMPBELL PRESIDENT 2.00 X X 0 0 0 PHILLIP HUGHES VICE PRESIDENT 2.00 X X 0 0 0 GLEN KOONTZ DIRECTOR 1.00 X 0 0 0 JOEL WILSON TREASURER 2.00 X X 0 0 0 FRANCES POSTON DIRECTOR 1.00 X 0 0 0 TAYLOR COUMES DIRECTOR 1.00 X 0 0 0 SANDRA FREEDMAN SECRETARY 2.00 X X 0 0 0 CARY EMBURY DIRECTOR 1.00 X 0 0 0 KATHY HUDSON DIRECTOR 1.00 X 0 0 0 BERTA TREITL DIRECTOR 1.00 X 0 0 0 WILL WATSON DIRECTOR 1.00 X 0 0 0 TODD POST DIRECTOR 1.00 X 0 0 0 STEVE SIMONS DIRECTOR 1.00 X 0 0 0 KENNETH COOKE DIRECTOR 1.00 X 0 0 0 CRAIG MATTICE DIRECTOR 1.00 X 0 0 0 NATHAN STALVEY EXECUTIVE DIRECTOR 40.00 X 55755 0 0 55755 0 0 0 0 0 0 0 5304 31205 111337 147846 MILL ADMISSIONS 561000 6466 6466 6466 24396 24396 27973 0 27973 27973 27973 3030 1439 1754 1591 -1754 -163 -163 379266 228802 150464 150464 19262 13305 5957 5957 MISCELLANEOUS 459900 500 500 500 363439 12423 0 203170 5000 5000 55755 55755 69095 69095 9095 4830 4265 25878 25878 6465 6090 375 17756 12930 4826 35118 20411 14707 9919 5059 4860 1327 1327 167 167 35105 31778 3327 9068 9068 SUPPLIES 23916 18114 5802 MAINTENANCE & REPAIRS 17746 9768 7978 LANDSCAPING 12964 12964 DUES & SUBSCRIPTIONS 9969 9969 8957 5082 3875 353300 201121 152179 0 70574 73391 26318 18308 2489 5730 1449283 572978 874754 876305 620422 708511 156 0 1594713 1682245 43 3262 7391 10055 7434 13317 X 1579139 1653003 8140 15925 1587279 1668928 1594713 1682245 10139 71510 0 X X 1 X 0 1 0 X 104330 127824 92533 122278 116641 563606 104330 127824 92533 122278 116641 563606 200604 363002 45455 34053 75357 68576 52369 275810 839416 324314 0.43240 0.45530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 584319 86251 670570 584319 584319 584319 584319 542619 41700 584319 451843 90776 542619 1.00000 0 0 116000 116000 1298758 547963 750795 34525 25015 9510 876305 CREDIT CARD PAYABLES 8246 RENTAL DEPOSIT 1800 OTHER 9 10055 PART III, LINE 1A: THE MUSEUM DOES NOT CAPITALIZE DONATED ARTIFACTS AND ARCHIVAL ITEMS OR RECOGNIZE THEM AS REVENUES OR GAINS. THE STANDARDS PROVIDES THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTIONS ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: THE HISTORIC COLLECTIONS OF THE CLARKE COUNTY HISTORICAL ASSOCIATION INCLUDE ARTIFACTS AND DOCUMENTS FROM THE 18TH CENTURY TO THE PRESENT, SOME OF WHICH ARE USED IN OUR MUSEUM EXHIBIT TO TELL THE HISTORY OF CLARKE COUNTY. OTHERS ARE STORED IN OUR PROTECTED ARCHIVES ROOM. THESE COLLECTIONS FURTHER OUR MISSION BY PROVIDING TANGIBLE RESOURCES TO AND EDUCATING OUR RESEARCHERS AND VISITORS. PART V, LINE 4: TO SUPPORT THE MISSION OF THE ORGANIZATION. ART SHOWS 350063 350063 211029 PATRON'S NIGHT 18413 18413 12232 1 10790 10790 5541 379266 379266 228802 228802 150464 FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR AT THE ANNUAL MEETING HELD IN MAY, THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS FOR THE NEXT YEAR. NOMINATIONS ARE SOLICITED FROM THE MEMBERSHIP AND THE CURRENT BOARD OF DIRECTORS PRIOR TO THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE TREASURER AND THE MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE DIRECTOR IS ESTABLISHED BY THE OPERATING COMMITTEE OF THE BOARD OF DIRECTORS, FOLLOWING AN ANNUAL PERFORMANCE REVIEW COMPLETED ON JULY 1 OF EACH YEAR. BEGINNING IN 2013, PROGRESS ON THE STRATEGIC PLAN ADOPTED WILL BE USED TO BENCHMARK THE PERFOMANCE OF THE DIRECTOR AS PART OF THE ANNUAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE 990, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE BY REQUEST. A COPY OF THE FINANCIAL REVIEW FROM THE PREVIOUS YEAR IS AVAILABLE AT THE ANNUAL MEMBERSHIP MEETING AS WELL AS A SUMMARY FINANCIAL STATEMENT OF THE CURRENT YEAR. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. THIS IS DUE TO THE NATURE OF HISTORICAL ARTIFACTS AND COLLECTIONS OWNED BY THE ORGANIZATION. THE VALUE OF HISTORICAL ARTIFACTS THAT ARE DONATED TO THE ORGANIZATION ARE SUBJECTIVE AND DIFFICULT TO VALUE. SINCE MANY OF THEIR ASSETS MAY APPRECIATE IN VALUE, IT IS ALSO DIFFICULT TO ACCURATELY ACCOUNT FOR THEM UNDER THE STANDARD MODEL OF DEPRECIATION UNDER THE ACCRUAL BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION UTILIZES A COMMITTEE COMPRISED OF THE TREASURER, EXECUTIVE DIRECTOR, BOOKKEEPER, PRESIDENT, AND OTHER BOARD MEMBERS AT THE DISCRETION OF OTHER COMMITTEE MEMBERS TO REVIEW A DRAFT OF THE FINANCIAL STATEMENTS AND OVERSEE THE FINANCIAL REVIEW PROCESS. FORM 990, PART VI, LINE 4: THE ASSOCIATION'S BOARD REVIEW AND APPROVED A NEW ADDITION TO THE ASSOCIATION'S BYLAWS. THE BOARD APPROVED AN ADDITION TO THE GENERAL COUNSEL SECTION OF THE BYLAWS DETAILED HERE: THE OPERATIONS COMMITTEE IS EMPOWERED TO EMPLOY A GENERAL COUNSEL FOR THE PURPOSES OF PROVIDING THE EXECUTIVE DIRECTOR, THE VARIOUS CCHA COMMITTEES, AND THE BOARD OF DIRECTORS WITH LEGAL ADVICE AND SERVICES AS MAY BE REQUIRED FROM TIME TO TIME. THE GENERAL COUNSEL MAY SERVE AS CCHA'S REGISTERED AGENT AND SHALL BE AN EX OFFICIO MEMBER OF THE BOARD OF DIRECTORS AND THE OPERATIONS COMMITTEE. THE GENERAL COUNSEL SHALL NOT BE COMPENSATED FOR HIS SERVICES TO CCHA, EXCEPT UPON A VOTE OF TWO THIRDS (2/3) OF THE BOARD OF DIRECTORS' MEMBERS. THE GENERAL COUNSEL IS ENTITLED TO REIMBURSEMENT FOR ANY EXPENSES INCURRED ON BEHALF OF CCHA, AS MAY BE SUBMITTED TO THE EXECUTIVE DIRECTOR.