UNION MILLS HOMESTEAD FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

UNION MILLS HOMESTEAD FOUNDATION INC

EIN 52-6067620 · Visual Arts (A40)

What they do

to OPERATE, PRESERVE, and MAINTAIN THE HISTORIC UNION MILLS HOMESTEAD and ITS ARTIFACTS for ITS HISTORIC SIGNIFICANCE, and to BE A MUSEUM of CHOICE for EDUCATIONAL PROGRAMS, LIVING HISTORY PROGRAMS, LECTURES, SYMPOSIUMS, TOURS, and OTHER SPECIAL EVENTS and ACTIVITIES for THE PUBLIC.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $80.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.38%of revenue went to mission work80.7% of expenses · Program services

5.33%of revenue went to fundraising5.2% of expenses

$109.44spent for every $100 of revenueSpending was higher than revenue this year.

14.63%of revenue went to management and office costs14.2% of expenses

$5.39in assets for every $1 spent this yearSome assets cannot be spent right away.

34.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $20,356 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $39,913 for MR KYLE DALTON (EXECUTIVE DI). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$228,361

Mission workProgram services$190,41783.38% of revenue80.7% of expenses

ManagementOffice and general costs$33,40414.63% of revenue14.2% of expenses

FundraisingAsking for donations$12,1785.33% of revenue5.2% of expenses

Total expenses$235,999103.34% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 80.7% mission · 14.2% management · 5.2% fundraisingTotal expenses: 103.34% of revenue

2022Expense mix: 72.7% mission · 22.9% management · 4.4% fundraisingTotal expenses: 69.15% of revenue

2021Expense mix: 77.1% mission · 17.6% management · 5.3% fundraisingTotal expenses: 67.95% of revenue

2020Expense mix: 65.2% mission · 31.8% management · 3.0% fundraisingTotal expenses: 74.68% of revenue

2019Expense mix: 59.9% mission · 37.2% management · 2.9% fundraisingTotal expenses: 104.64% of revenue

2018Expense mix: 61.8% mission · 30.5% management · 7.7% fundraisingTotal expenses: 67.18% of revenue

2017Expense mix: 65.1% mission · 34.0% management · 0.9% fundraisingTotal expenses: 97.91% of revenue

2016Expense mix: 87.4% mission · 11.6% management · 1.0% fundraisingTotal expenses: 76.59% of revenue

Money in and money out

Revenue$215,643

Expenses$235,999

Annual shortfall $20,356 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$190,417 · 80.7% of expenses

Management and office costs$33,404 · 14.2% of expenses

Fundraising$12,178 · 5.2% of expenses

See all reported dollar amounts

Revenue$215,643

Expenses$235,999

Assets$1,273,202

Income$877,445

Contributions$73,872

Mission work (program services)$190,417

Fundraising$12,178

Management and general$33,404

Stocks and bonds$1,259,468

Accounting fees$5,371

Investing fees$5,895

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MR KYLE DALTONEXECUTIVE DI · 20 hrs/week $39,913

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

MR KYLE DALTONEXECUTIVE DI

MR SAMUEL RILEYPRESIDENT

MS HELEN MACSHERRYDIRECTOR

MRS SHARON SHEPPARDDIRECTOR

MRS MARLENE LUFRIUHONORARY DIR

MRS JANE SHARPEDIRECTOR

MRS HELEN HOSFELDDIRECTOR

MRS CHRISTINE SHRIVERDIRECTOR

MRS BETH HILLDIRECTOR

MR WILLIAM KLINGERDIRECTOR

MR TONY ECKARDDIRECTOR

MR STANLEY YEAKELVICE PRESIDE

DR CORNELIUS P DARCYHONORARY DIR

MR RICHARD MANCINIDIRECTOR

MR PAT SHIRLEYHONORARY DIR

MR JONATHAN CARTER-RUPPELLDIRECTOR

MR JAMES M SHRIVER IIISECRETARY/TR

MR HENRY FRANKLINDIRECTOR

MR FERDINAND RUPPELDIRECTOR

MR DAVID M SHRIVERDIRECTOR

MR BF SHRIVERDIRECTOR

About this charity

Recognized since: January 1966
Location: 3311 LITTLESTOWN PIKE, WESTMINSTER, MD 21158-2137
County: Carroll
In care of: MR JAMES M SHRIVER III
Primary officer: MR JAMES M SHRIVER III, SECRETARY/TREASURER

How to reach them

WebsiteVisit the charity’s website Emailinfo@unionmills.org Phone(410) 848-2288

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: BROWN PLUS
NTEE classification: Visual Arts (A40)
IRS tax category: Visual Arts