SOUTH PORTLAND HISTORICAL SOCIETY: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH PORTLAND HISTORICAL SOCIETY (EIN 01-6045966)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202401239349201500
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T10:52:54-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016045966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH PORTLAND HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2077677299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Bug Light Park | AddressLine1Txt |
| City | South Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathryn DiPhilippo | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2077677299 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kathryn | PersonFirstNm |
| Person Last | DiPhilippo | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | sphistory.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $120,297 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $48,498 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $6,065 | ProgramServiceRevenueAmt |
| Membership Dues | $23,120 | MembershipDuesAmt |
| Investment Income | $781 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $0 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $3,405 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,405 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $38,428 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $14,697 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $23,731 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $105,600 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $0 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $91,213 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $0 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $24,846 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,064 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $6,474 | OtherExpensesTotalAmt |
| Total Expenses | $123,597 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$17,997 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $405,523 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $387,526 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,726 | BOYAmt |
| EOY | $111,573 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,011 | BOYAmt |
| EOY | $262,207 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,283 | BOYAmt |
| EOY | $15,315 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,020 | BOYAmt |
| EOY | $389,095 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,497 | BOYAmt |
| EOY | $1,569 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,523 | BOYAmt |
| EOY | $387,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Educate the public regarding significant events in history for South Portland, Maine. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Maintain museum profiling South Portland history, including acquiring and displaying collections. Most services and collections were donated. Using a weekly column in local newspaper to highlight South Portland history. | $0 | $81,473 |
| Lectures and walking tours that provide history about South Portland. | $0 | $25,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $106,824 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Larry Legere | ||||
| President | 3 | $0 | $0 | $0 |
| Robert Blackwood | ||||
| Vice President and Treasurer | 3 | $0 | $0 | $0 |
| Josie DiPhilippo | ||||
| Secretary | 2 | $0 | $0 | $0 |
| Leslie Barteaux | ||||
| Collection Manager | 2 | $0 | $0 | $0 |
| Kathryn DiPhilippo | ||||
| Executive Director | 40 | $41,401 | $1,000 | $0 |
| Seth Goldstein | ||||
| Development Director/Museum Manager | 40 | $42,401 | $0 | $0 |
| Judy Arnold | ||||
| At Large | 1 | $0 | $0 | $0 |
| Bill Dale | ||||
| At Large | 1 | $0 | $0 | $0 |
| Linda Eastman | ||||
| At Large | 1 | $0 | $0 | $0 |
| Margaret Hawkins | ||||
| At Large | 1 | $0 | $0 | $0 |
| Chuck Igo | ||||
| At Large | 1 | $0 | $0 | $0 |
| David Kahill | ||||
| At Large | 1 | $0 | $0 | $0 |
| Alan Livingston | ||||
| At Large | 1 | $0 | $0 | $0 |
| Chad MacLeod | ||||
| At Large | 1 | $0 | $0 | $0 |
| Emily Scully | ||||
| At Large | 1 | $0 | $0 | $0 |
| Donna Walker | ||||
| At Large | 1 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathryn DiPhilippo | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Bug Light Park | AddressLine1Txt |
| City | South Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077677299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,683 | CurrentTaxYearAmt |
| Total | $338,041 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,833 | CurrentTaxYearAmt |
| Total | $130,985 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,516 | CurrentTaxYearAmt |
| Total | $469,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $469,026 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $781 | CurrentTaxYearAmt |
| Total | $3,358 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $781 | CurrentTaxYearAmt |
| Total | $3,358 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,297 | CurrentTaxYearAmt |
| Total | $472,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99289 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99334 | PublicSupportPY509Pct |
| Investment Income CY | 0.00711 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00666 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16 | Description;Amount^Bank and credit card fees;2621|Insurance;2121|Collections and program;1298|Supplies and materials;434^Total;6474^ |
| Form 990-EZ, Part II, Line 24 | Description;EOY Amount^Store inventory;15315^Total;15315^ |
| Form 990-EZ, Part II, Line 26 | Description;EOY Amount^Credit card and other;523|Payroll taxes;198|Sales tax;848^Total;1569^ |
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