Jay Heritage Center: FY2023 Nonprofit Profile & Form 990 (EIN 13-3585332)

Revenue by fiscal year
FY2020	$1.1M
FY2021	$811K
FY2022	$2.4M
FY2023	$2.0M
FY2024	$875K

Expenses by fiscal year
FY2020	$1.0M
FY2021	$508K
FY2022	$584K
FY2023	$571K
FY2024	$807K

Net assets by fiscal year
FY2020	$7.8M
FY2021	$8.1M
FY2022	$10.0M
FY2023	$11.4M
FY2024	$11.3M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1990.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

82%

Program services 82% · $471K Management & general 10% · $58K Fundraising 7% · $42K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

30 people listed on the 990.

Part VII, Section A · reportable compensation

Suzanne Clary

President

$0Pt VII · Sec A

Michael a Kovner

Vice President

$0Pt VII · Sec A

Tim Yates

Treasurer

$0Pt VII · Sec A

Catherine Aresty

Trustee

$0Pt VII · Sec A

Tracy L Edwards

Trustee

$0Pt VII · Sec A

Betsy Buttrill White

Vice President

$0Pt VII · Sec A

Elizabeth Schoff Garrett

Trustee

$0Pt VII · Sec A

Shelby D Green

Trustee

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and restores the historic 1838 Peter Augustus Jay House and its grounds.

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Provided by the organization

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2 programs · $471K · in their own filed words · FY2023

01

PRESERVATION/RESTORATION, not including capitalized restoration and rehabilitation costs. The restoration is a significant program activity, however by capitalizing the costs of this program activity those costs are not reflected in the center's program expenses.

$267Kprogram expense

02

Public Programs

Guided tours of jay house restoration-in-progress, tours of boston post road historical district, publication of district guide, slide presentations, lectures and exhibits on history, architecture, and landscape: museum theater program for schools and public (striving for freedom) school programs on history and architecture in classrooms…

$204Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Fidelity Investments Charitable Gift FundFY2024$104K

Parks & Trails New York INCFY2024$75K

Chess FoundationFY2024$36K

The Bessemer Giving FundFY2024$20K

Vanguard Charitable Endowment ProgramFY2024$10K

Nolan Fam FoundationFY2024$10K

Barbara Dorsch Foundation INCFY2024$10K

Peter and Rosanne Aresty FoundationFY2024$2K

Total grants receivedfrom 9 funders$268K

See all 9 funders →

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$2.0M

Ln 12

Gifts and grantsLn 1h$2.0M

Investment incomeLn 3$110K

Fees for servicesLn 2g$7K

Money outPt IX

$571K

Ln 25

Programscol B$471K

Managementcol C$58K

Fundraisingcol D$42K

Owns and owesPt X

$11.4M

net assets · Ln 32

Cash and savingsLn 1–2$979K

Total assetsLn 16$11.4M

LiabilitiesLn 26$10K

PeoplePt VI, VII

30

listed · VII A

PaidVII A0

Voting boardVI 1a16

IndependentVI 1b16

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2.0M

Fundraising eventsLn 1c$77K

Fees for servicesLn 2g$7K

Investment incomeLn 3$110K

Gains on assetsLn 7−$4K

Total revenueLn 12$2.0M

Assets in detailPt X, end of year

SavingsLn 2$979K

Cash and savings togetherLn 1–2$979K

InvestmentsLn 11–13$3.0M

Land, buildings, equipmentLn 10c$30K

Other assetsLn 15$7.4M

Total assetsLn 16$11.4M

LiabilitiesLn 26$10K

Net assetsLn 32$11.4M

OperationsPt I, VI

EmployeesI 52

VolunteersI 615

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$976K	$979K
InvestmentsLn 11–13	$1.6M	$3.0M
Land, buildings, equipmentLn 10c	$6K	$30K
Total assetsLn 16	$10.0M	$11.4M
LiabilitiesLn 26	$10K	$10K
Net assetsLn 32	$10.0M	$11.4M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$24K	$14K	$5K	$5K
Other salaries and wagesLn 7	$55K	$38K	$11K	$5K
Payroll taxesLn 10	$9K	$6K	$2K	$850
Accounting feesLn 11c	$38K	$16K	$20K	$2K
Office expensesLn 13	$10K	$708	$6K	$4K
Information technologyLn 14	$21K			$21K
OccupancyLn 16	$40K	$36K	$4K
Depreciation, depletion and amortizationLn 22	$9K	$9K
InsuranceLn 23	$54K	$46K	$5K	$3K
Other expenses (24a–d)Ln 24	$309K	$305K	$2K	$2K
All other expensesLn 24e	$4K	$788	$3K
Total functional expensesLn 25	$571K	$471K	$58K	$42K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$875K	$807K	$68K	$11.3M	990 PDF
FY2023 Viewing	$2.0M	$571K	$1.5M	$11.4M	990 PDF
FY2022	$2.4M	$584K	$1.9M	$10.0M	990 PDF
FY2021	$811K	$508K	$303K	$8.1M	990 PDF
FY2020	$1.1M	$1.0M	$106K	$7.8M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2023 990 (6 parts)

Part I · Summary $2,028,785 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $2,421,673$1,970,215

I-9 Program service revenuePrior year $7,380$7,100

I-10 Investment incomePrior year $13,586$109,693

I-11 Other revenuePrior year −$7,784−$58,223

I-12 Total revenuePrior year $2,434,855$2,028,785

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $176,520$87,035

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $407,659$484,300

I-18 Total expensesPrior year $584,179$571,335

I-19 Revenue less expensesPrior year $1,850,676$1,457,450

Part VI · Governance 16 of 16 board members independent, 2 to look at

VI-1a Voting members of the governing body16

VI-1b Independent voting members16

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $2,028,785 across 9 lines filed

VIII-1b Membership dues$3,255

VIII-1c Fundraising events$77,154

VIII-1f All other contributions, gifts and grants$1,889,806

VIII-1h Total contributions, gifts and grants$1,970,215

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,100$7,100

VIII-3 Investment incomeRelated to mission $113,248$113,248

VIII-7 Net gain or loss on sales of assetsRelated to mission −$3,555−$3,555

VIII-8 Net income from fundraising eventsExcluded from tax −$58,223−$58,223

VIII-12 Total revenueRelated to mission $116,793 · Unrelated business $0 · Excluded from tax −$58,223$2,028,785

Part IX · Statement of functional expenses $571,335 across 11 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $14,194 · Management $4,731 · Fundraising $4,731$23,656

IX-7 Other salaries and wagesPrograms $38,414 · Management $10,975 · Fundraising $5,488$54,877

IX-10 Payroll taxesPrograms $5,951 · Management $1,701 · Fundraising $850$8,502

IX-11c Accounting feesPrograms $16,453 · Management $19,857 · Fundraising $1,513$37,823

IX-13 Office expensesPrograms $708 · Management $6,029 · Fundraising $3,547$10,284

IX-14 Information technologyFundraising $21,100$21,100

IX-16 OccupancyPrograms $35,774 · Management $3,975$39,749

IX-22 Depreciation, depletion and amortizationPrograms $8,624$8,624

IX-23 InsurancePrograms $45,513 · Management $5,354 · Fundraising $2,677$53,544

IX-24 Other expenses (24a–d)Programs $304,869 · Management $1,928 · Fundraising $2,441$309,238

IX-24e All other expensesPrograms $788 · Management $3,150$3,938

IX-25 Total functional expensesPrograms $471,288 · Management $57,700 · Fundraising $42,347$571,335

Part X · Balance sheet $11,411,391 assets, 13 lines filed

X-2 Savings and temporary cash investmentsStart of year $976,130$979,087

X-9 Prepaid expenses and deferred chargesStart of year $895$895

X-10c Land, buildings and equipment, netStart of year $6,273$29,637

X-11 Publicly traded securitiesStart of year $145,675$67,375

X-12 Other securitiesStart of year $1,421,623$2,908,082

X-15 Other assetsStart of year $7,414,050$7,426,315

X-16 Total assetsStart of year $9,964,646$11,411,391

X-17 Accounts payable and accrued expensesStart of year $10,170$10,090

X-26 Total liabilitiesStart of year $10,170$10,090

X-27 Net assets without donor restrictionsStart of year $7,958,436$7,851,800

X-28 Net assets with donor restrictionsStart of year $1,996,040$3,549,501

X-32 Total net assets or fund balancesStart of year $9,954,476$11,401,301

X-33 Total liabilities and net assetsStart of year $9,964,646$11,411,391

Part XI · Reconciliation of net assets $11,401,301 net assets at year end

XI-1 Total revenue$2,028,785

XI-2 Total expenses$571,335

XI-3 Revenue less expenses$1,457,450

XI-4 Net assets at start of year$9,954,476

XI-9 Other changes in net assets−$10,625

XI-10 Net assets at end of year$11,401,301

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Jay Heritage Center FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Jay Heritage Center

Public Programs

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV