Belmont Mansion
Fiscal Year
Fiscal Year Start
09/01/2023
Fiscal Year End
08/30/2024
Projected Revenue
$847,071.00
Projected Expenses
$60,825.00
Organizational Budgets and Other Documents
| Belmont Mansion Budget | 2024 |
| Belmont Mansion Budget | 2023 |
| Belmont Mansion Budget | 2022 |
| Belmont Mansion Budget 2020-2021 | 2021 |
| Belmont Mansion Budget | 2020 |
| Belmont Mansion Budget | 2019 |
| Belmont Mansion Budget | 2018 |
| Budget | 2016 |
| Belmont Mansion Budget | 2015 |
| Belmont Mansion Budget | 2014 |
| belmont mansion 2011 budget | 2011 |
| belmont mansion 2010 budget | 2010 |
| belmont mansion 2009 budget | 2009 |
| belmont mansion 2008 budget | 2008 |
IRS Letter of Exemption
| belmont mansion irs ltr |
Detailed Financials
Revenue and Expenses
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Revenue | $640,025.00 | $475,839.00 | $419,267.00 |
| Total Expenses | $632,252.00 | $352,440.00 | $439,224.00 |
| Revenue Less Expenses | $7,773.00 | $123,399.00 | ($19,957.00) |
Revenue Sources
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Foundation and Corporation Contributions | $0.00 | $0.00 | $0.00 |
| Government - Federal | $0.00 | $0.00 | $0.00 |
| Government - State | $0.00 | $0.00 | $0.00 |
| Government - Local | $0.00 | $0.00 | $0.00 |
| Government - Unspecified | $0.00 | $47,812.00 | $0.00 |
| Contributions, Gifts, and Grants | $144,002.00 | $89,500.00 | $61,241.00 |
| Indirect Public Support | $0.00 | $0.00 | $0.00 |
| Earned Revenue | $460,137.00 | $309,118.00 | $326,829.00 |
| Investment Income, Net of Losses | $264.00 | $463.00 | $457.00 |
| Membership Dues | $11,515.00 | $10,958.00 | $15,915.00 |
| Special Events | $23,365.00 | $16,064.00 | $14,273.00 |
| Revenue In-Kind | $0.00 | $0.00 | $0.00 |
| Other | $742.00 | $1,924.00 | $552.00 |
Expense Allocation
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Program Expense | $449,991.00 | $262,200.00 | $362,848.00 |
| Administration Expense | $114,802.00 | $58,259.00 | $50,488.00 |
| Fundraising Expense | $67,459.00 | $31,981.00 | $25,888.00 |
| Total Revenue/Total Expenses | 101% | 135% | 95% |
| Program Expense/Total Expenses | 71% | 74% | 83% |
| Fundraising Expense/Contributed Revenue | 11% | 9% | 6% |
Top Funding Sources
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Top Funding Source & Dollar Amount | Program Revenue $460,137.00 | Program Revenue $309,118.00 | Program Revenue $326,829.00 |
| Second Highest Funding Source & Dollar Amount | Contributions, Gifts, and Grants $144,002.00 | Contributions, Gifts, Grants $89,500.00 | Contributions, Gifts and Grants $61,241.00 |
| Third Highest Funding Source & Dollar Amount | Fundraising Events $23,365.00 | Government Grants $47,812.00 | Membership Dues $15,915.00 |
Assets and Liabilities
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | $532,642.00 | $439,455.00 | $301,454.00 |
| Current Assets | $532,642.00 | $439,455.00 | $301,454.00 |
| Long-Term Liabilities | $0.00 | $0.00 | $36,700.00 |
| Current Liabilities | $69,600.00 | $44,564.00 | $26,608.00 |
| Total Net Assets | $402,664.00 | $394,891.00 | $238,146.00 |
Endowment Info
Do you have an endowment?
Yes
What is the value of the endowment?
$300,000.00
What is the spending policy for your endowment?
Income Only
Capital Campaign Info
Are you currently in a Capital Campaign?
No
Do you anticipate a campaign in the next 5 years?
No
Solicitation Permit Info
State Charitable Solicitations Permit
Yes
Permit Expiration Month
February
Permit Expiration Year
2024
Solicitations Permit
Form 990s
| IRS 990 FYE 2022 | 2022 |
| IRS 990 FYE 2021 | 2021 |
| IRS 990 FYE 2020 | 2020 |
| IRS 990 FYE 2019 | 2019 |
| IRS 990 FYE 2018 | 2018 |
| IRS 990 FY 2017 extension | 2017 |
| IRS 990 FYE 2017 | 2017 |
| IRS 990 - FYE 2016 | 2016 |
| IRS 990 2015 | 2015 |
| Belmont Mansion 2014 990 | 2014 |
| belmont mansion 2013 990 | 2013 |
| belmont mansion 2012 990 | 2012 |
| belmont mansion 2010 990 | 2010 |
| belmont mansion 2009 990 | 2009 |
| belmont mansion 2008 990 | 2008 |
| belmont mansion 2007 990 | 2007 |
| belmont mansion 2006 990 | 2006 |
Audit Documents
Foundation Staff Comments
| Financials figures taken from 990. Form 990 completed by UHY Advisors MO, Inc.. Comment provided by Hayley Sulfridge 11/27/23. |
