2024-08-20T06:45:04-05:00 2022-09-30 550771624 PERRY & ASSOCIATES CPA'S AC 128 S MARIETTA STREET ST CLAIRSVILLE OH 43950 990 2021-10-01 550735567 WHEELING NATIONAL HERITAGE AREA CORPORATION WHEE 3042323087 PO BOX 350 WHEELING WV 26003 SCOTT SCHENERLEIN EXECUITIVE DIRECTOR 3042323087 2024-04-30 1 CHRISTINE MILEWSKY CPA P01712873 7406951569 2021 2024-08-08 14:25:15Z X SCOTT SCHENERLEIN PO BOX 350 WHEELING WV 26003 1048266 0 X WWW.WHEELINGHERITAGE.ORG X 1994 WV TO CONSERVE, INTERPRET, AND PROMOTE THE WHEELING NATIONAL HERITAGE AREA AND ACHIEVE ECONOMIC DEVELOPMENT IN THE HISTORIC DOWNTOWN/RIVERFRONT AREA, AND TO PROMOTE THE EDUCATION AND GENERAL WELFARE OF THE PEOPLE. 20 20 21 0 0 0 827360 672698 203361 109471 6401 983 407281 265114 1444403 1048266 77900 20400 0 0 491176 475464 0 0 0 746877 1213064 1315953 1708928 128450 -660662 5160807 4975875 57021 61991 5103786 4913884 X TO CONSERVE, INTERPRET, AND PROMOTE THE WHEELING NATIONAL HERITAGE AREA AND ACHIEVE ECONOMIC DEVELOPMENT IN THE HISTORIC DOWNTOWN/RIVERFRONT AREA, AND TO PROMOTE THE EDUCATION AND GENERAL WELFARE OF THE PEOPLE. 0 0 1173280 20400 121001 A) OPERATION OF AN ARTISAN CENTER IN WHEELING TO FEATURE WV RURAL CRAFTS AND CRAFTSMEN AND INDUST. EXHIBITS FOR EDUCATION AND RETAIL OPPORT. & TO SERVE AS A STIMULUS TO NEW PRIVATE AND PUBLIC ACTIVITYIN DOWNTOWN - 682,252; B) TO RE-ESTABLISH A LINK BETWEEN WHEELING CITIZENS AND THE SOURCE OF THE CITY'S DEVEL. OF A DOWNTOWN RIVERFRONT -17,933; C)INTERPRET. OF WHEELING'S HISTORIC SITES & RESOURCES-51,235; D) TO REVIEW PROJECTS AND ASSIST PTRS WITH DEVELOPMENT. OF A PLAN TO ENHANCE DOWNTOWN SUSTAINABILITY - 43,530 AND E) TO PROVIDE A DIGITAL MEANS OF PROMOTING WHEELING'S HERITAGE - 339,753. 1173280 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 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 1 0 0 0 1 2 0 1 21 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X FELTON CPA AC 3042332420 1144 MARKET ST STE 600 WHEELING WV 26003 MISSY ASHMORE COMMITTEE MEMBER 0.50 X 0 0 0 ART BURNSIDE COMMITTEE MEMBER 0.50 X 0 0 0 DOUG CARL COMMITTEE MEMBER 0.50 X X 0 0 0 DEAN CONNORS COMMITTEE MEMBER 0.50 X 0 0 0 GLENN ELLIOTT COMMITTEE MEMBER 0.50 X 0 0 0 JEANNE FINSTEIN TREASURER 0.50 X X 0 0 0 JAY FREY SECRETARY 0.50 X 0 0 0 ELLEN GANO VICE CHAIR 0.50 X 0 0 0 NATALIE HAMILTON COMMITTEE MEMBER 0.50 X 0 0 0 WALKER HOLLOWAY CHAIR 0.50 X X 0 0 0 MIKE MISTOVICH COMMITTEE MEMBER 0.50 X 0 0 0 ZAHIRA MOHEBBI COMMITTEE MEMBER 0.50 X 0 0 0 DEMAR MOULTON COMMITTEE MEMBER 0.50 X 0 0 0 FRANK O'BRIEN EXECUITIVE CO 0.50 X 0 0 0 CRAIG O'LEARY EXECUITIVE CO 0.50 X 0 0 0 BEN SEIDLER EXECUITIVE CO 0.50 X 0 0 0 ERIKKA STORCH COMMITTEE MEMBER 0.50 X 0 0 0 SCOTT SCHENERLEIN EXECUITIVE DIRECTOR 40.00 X 67019 0 0 67019 0 0 0 0 0 0 0 X 596000 76698 672698 ARTISAN CENTER 711300 72858 72858 OTHER REVENUE(HERIT, M 711300 36613 36613 109471 983 983 253584 0 253584 253584 253584 OTHER REVENUE 711300 11530 11530 11530 1048266 121001 0 254567 X 20400 20400 67019 67019 307400 175621 131779 68701 2492 66209 32344 16119 16225 115088 115088 30534 19451 11083 59896 50428 9468 18891 2128 16763 566744 565899 845 5788 5788 170458 144015 26443 26310 26310 REPAIRS AND MAINTENANCE 106001 106001 PROGRAM COST 56541 56541 CONTRIBUTION 30317 30317 MISCELLANEOUS 9517 6320 3197 16979 7865 9114 1708928 1173280 535648 0 X 1186836 1214935 621000 621000 329356 274988 114983 83208 10797 5784 6328177 3552217 2897835 2775960 5160807 4975875 46143 52400 10878 9591 57021 61991 X 5047588 4905976 56198 7908 5103786 4913884 5160807 4975875 X -660662 470760 0 X X 0 1 X 0 0 X 637935 747702 637565 827360 672698 3523260 205810 205810 470760 470760 470760 1823900 843745 953512 1108325 1298120 1143458 5347160 5347160 198145 224075 227019 218497 254567 1122303 6469463 0.82650 0.82860 X 6212150 3454463 2757687 83566 77087 6479 32461 20667 11794 2775960 OTHER LIABILITES 9591 9591 X 1519026 470760 470760 1048266 0 1048266 1708928 0 1708928 0 1708928 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE CORPORATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE CODE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS PROVIDED IN SECTION 170(B)(1)(A)(VI). THERE WAS NO UNRELATED BUSINESS INCOME FOR 2022. THE CORPORATION'S FORMS 990, RETURN OF CORPORATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2019 THROUGH PRESENT ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 VARIOUS PARTNERSHIP GRANTS 20400 0 GENERAL SUPPORT FORM 990 PAGE 1, AMENDED PAGE 1 OF THE 990 REFLECTS THE FOLLOWING CHANGES: COLUMN: CURRENT YEAR LINE 8 CONTRIBUTIONS AND GRANTS 672,698 LINE 9 PROGRAM SERVICE REVENUE 109,471 LINE 11 OTHER REVENUE 265,114 LINE 12 TOTAL REVENUE 1,156,715 LINE 17 OTHER EXPENSES 1,213,064 LINE 18 TOTAL EXPENSES 1,708,928 LINE 19 REVENUE LESS EXPENSES -660,662 LINE 20 TOTAL ASSETS 4,975,875 LINE 21 TOTAL LIABILITES 61,991 LINE 22 NET ASSETS OR FUND BALANCE 4,913,884 FORM 990 SCHEDULE A PAGE 2 AMENDED AMOUNTS LINE 1 COLUMN E & F 672698 3523260 LINE 6 COLUMN F 5347160 LINE 7 COLUMN E AND F 254567 1122303 LINE 11 5864066 LINE 14 80.86% FORM 990 PAGE 2 AMENDED AMOUNTS: 4A EXPENSES 1173280 A1 REVENUE 121001 4E TOTAL PROGRAM SERVICE EXPENSES 1173280 FORM 990 PAGE 3 LINE 2 SHOULD NOT BE CHECKED WITH A YES-PER AMENDED RETURN FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND IS DISCUSSED AND IS DISCUSSED IN GENERAL. AT THE BOARD LEVEL, DETAIL OF THE 990 IS KEPT IN THE OFFICE AND IS AVAILABLE FOR ANY BOARD MEMBER TO REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENDATION OF THE EXECUTIVE DIRECTOR AND KEY STAFF POSITIONS ARE REVIEWED AND DISCUSSED WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE 990 IS MADE AVALIABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICE. FORM 990 PAGE 9 AMENDED AMOUNTS: LINE 1F 76698 LINE H 672698 LINE 2A COLUMN A & B 72858, 72858 LINE 2B COLUMN A & B 36613, 36613 LINE 2C COLUMN A & B 0, 0 LINE 2D COLUMN A& B 0,0 LINE G 109471 LINE 6A 253,584 LINE 6C 253,584 LINE 6D COLUMN A & D 253,584 253,584 LINE 12 COLUMN A, B, AND D 1048266, 121001, 254567 FORM 990 PAGE 10 AMENDED AMOUNTS, STATEMENT OF FUNCTIONAL EXPENSES COLUMN A B C LINE 5 67019 67019 LINE 7 307400 175621 131779 LINE 8 0.00 0.00 LINE 9 68701 2492 66209 LINE 10 16119 16225 LINE 11G 30534 19451 11083 LINE 12 59896 50428 9468 LINE 13 18891 2128 16763 LINE 16 566744 565899 845 LINE 22 170458 144015 26443 LINE 23 26310 26310 LINE 24A 106001 16001 LINE 24B 56541 56541 LINE 24C 30317 30317 LINE 24D 9517 6320 3197 LINE 24E 16979 7865 9114 LINE 25 1708928 1173280 535648 FORM 990 PAGE 11 AMENDED AMOUTS BALANCE SHEET COLUMN B LINE 4 621000 LINE 7 274988 LINE 16 4975875 LINE 17 52400 LINE 25 9591 LINE 26 61991 LINE 27 4905976 LINE 28 7908 LINE 32 4913884 LINE 33 4975875 FORM 990 SCHEDULE D PAGE 3 OTHER LIABILITIES AMENDED AMOUT LINE 1(2) 9591 FORM 990 PAGE 12 RECONCILIATION OF NET ASSETS AMENDED RETURN LINE 1 1048266 LINE 2 1708928 LINE 3 -660662 LINE 4 5103786 LINE 10 4913884 FORM 990 SCHEDULE D PAGE 4 AMENDED AMOUNTS: LINE 1 1519026 LINE 3 1048266 LINE 5 1048266 FORM 990 SCHEDULE D PAGE 4 AMENDED AMOUNTS LINE 1 1519026 LINE 3 1048266 LINE 5 1048266 FORM 990 SCHEDULE D PAGE 4 LINE 1 1708928 LINE 3 1708928 LINE 5 1708928 FORM 990 PAGE 1 AMENDED LINE L YEAR OF FORMATION = 1994 WHEELING NATIONAL HERITAGE FOUNDATION 1400 MAIN STREET WHEELING WV 26003 550779747 SUPPORT WV 501(C)3 LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0