PLYMOUTH HISTORICAL SOCIETY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PLYMOUTH HISTORICAL SOCIETY (EIN 38-6096477)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-12-06
- IRS object ID
- 202423419349300902
- 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 | 2024-12-06T09:24:39-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371469125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ & ASSOCIATES PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 N HAGGERTY ROAD | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386096477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLYMOUTH HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLYM | BusinessNameControlTxt |
| Phone | 7344558940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 S MAIN ST | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH KERSTENS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7344558940 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY W SCHULTZ CPA | PreparerPersonNm |
| PTIN | P00290432 | PTIN |
| Phone | 7343542380 | PhoneNum |
| Preparation | 2024-12-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLYMOUTH HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM TINGSTAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 592 MAPLE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $884,101 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PLYMOUTHHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | PRESERVING, TEACHING AND PRESENTING HISTORY THROUGH INSPIRING MUSEUM EXHIBITS, PROGRAMS AND ARCHIVAL MATERIALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $157,797 | PYContributionsGrantsAmt |
| CY Contributions Grants | $170,695 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,043 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,636 | CYProgramServiceRevenueAmt |
| PY Investment Income | $77,645 | PYInvestmentIncomeAmt |
| CY Investment Income | $89,873 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,694 | PYOtherRevenueAmt |
| CY Other Revenue | $27,249 | CYOtherRevenueAmt |
| PY Total Revenue | $316,179 | PYTotalRevenueAmt |
| CY Total Revenue | $322,453 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $165,267 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $172,853 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,945 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $200,397 | PYOtherExpensesAmt |
| CY Other Expenses | $208,518 | CYOtherExpensesAmt |
| PY Total Expenses | $365,664 | PYTotalExpensesAmt |
| CY Total Expenses | $381,371 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$49,485 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$58,918 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,948,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,967,113 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,117 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,452 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,938,514 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,952,661 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PRESERVING, TEACHING AND PRESENTING HISTORY THROUGH INSPIRING MUSEUM EXHIBITS, PROGRAMS AND ARCHIVAL MATERIALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $32,068 | ExpenseAmt |
| Desc | OPERATED AND MANAGED PUBLIC MUSEUM EXHIBITS INCLUDING HANDS-ON EXHIBITS FOR CHILDREN, LIFE-SIZE STREET-OF-SHOPS REFLECTING 19TH CENTURY LIFE IN PLYMOUTH AND THE STATE'S LARGEST ABRAHAM LINCOLN COLLECTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,104 | ExpenseAmt |
| Desc | OFFERED EDUCATIONAL PROGRAMS THROUGH FIVE DIFFERENT CURRICULUM-DRIVEN, MEAP SENSITIVE SOCIAL HISTORY CLASSES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,456 | ExpenseAmt |
| Desc | MAINTAINED MUSEUM ARCHIVES AND LIBRARY COLLECTIONS OF HISTORICAL DOCUMENTS INCLUDING BOOKS, PHOTOGRAPHS, DOCUMENTS AND RECORDS RELATING TO PLYMOUTH AND MICHIGAN HISTORY, CIVIL WAR HISTORY AND GENEAOLOGY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $100,628 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH KERSTENS | PersonNm |
| Phone | 7344558940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 S MAIN STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFF ASHTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE BELTRAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM BURROUGHS | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARGARET HARRIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE HOFF | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTIAN HUFFMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| IVY ORCA LUNG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MOORE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SALLOUM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY SULLIVAN | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIM TINGSTAD | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $13,939 | MembershipDuesAmt |
| All Other Contributions | $156,756 | AllOtherContributionsAmt |
| Total Contributions | $170,695 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL APPEAL | 453220 | $17,956 | $17,956 |
| MUSEUM ADMISSIONS | 611710 | $6,895 | $6,895 |
| ROOM RENTALS | 611710 | $4,228 | $4,228 |
| MUSEUM GIFT SHOP | 453220 | $2,519 | $2,519 |
| EDUCATIONAL PROGRAMS | 532000 | $2,250 | $2,250 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $788 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,636 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,030 | TotalRevenueColumnAmt |
| Exclusion | $71,030 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $574,348 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $555,505 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,843 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,843 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,392 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $6,143 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,249 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $322,453 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,479 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $71,030 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,211 | TotalAmt |
| Program Services | $56,327 | ProgramServicesAmt |
| Management And General | $102,884 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,642 | TotalAmt |
| Program Services | $4,834 | ProgramServicesAmt |
| Management And General | $8,808 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,967 | TotalAmt |
| Program Services | $4,967 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,351 | TotalAmt |
| Program Services | $3,127 | ProgramServicesAmt |
| Management And General | $2,135 | ManagementAndGeneralAmt |
| Fundraising | $89 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143 | TotalAmt |
| Program Services | $1,143 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,855 | TotalAmt |
| Program Services | $9,961 | ProgramServicesAmt |
| Management And General | $53,044 | ManagementAndGeneralAmt |
| Fundraising | $850 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,576 | TotalAmt |
| Program Services | $13,817 | ProgramServicesAmt |
| Management And General | $73,874 | ManagementAndGeneralAmt |
| Fundraising | $885 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIP. REP & MAINT. | $27,004 | $4,380 | $18,253 | $4,371 |
| PROG. MTRLS & SUPPLIES | $12,940 | $1,320 | $11,620 | |
| TELEPHONE | $3,537 | $566 | $2,406 | $565 |
| DUES, SUBS, & MEETINGS | $1,145 | $186 | $774 | $185 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,371 | TotalAmt |
| Program Services | $100,628 | ProgramServicesAmt |
| Management And General | $273,798 | ManagementAndGeneralAmt |
| Fundraising | $6,945 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,319 | BOYAmt |
| EOY | $179,361 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $14 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,634 | BOYAmt |
| EOY | $12,793 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,163 | BOYAmt |
| EOY | $4,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,386,896 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,224,102 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,409 | BOYAmt |
| EOY | $1,162,794 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,215 | BOYAmt |
| EOY | $1,540,744 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,391 | BOYAmt |
| EOY | $67,282 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,948,631 | BOYAmt |
| EOY | $2,967,113 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,967 | BOYAmt |
| EOY | $11,002 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,117 | BOYAmt |
| EOY | $14,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,454 | BOYAmt |
| EOY | $1,301,035 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,628,060 | BOYAmt |
| EOY | $1,651,626 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,938,514 | BOYAmt |
| EOY | $2,952,661 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,948,631 | BOYAmt |
| EOY | $2,967,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$58,918 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $73,065 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $848,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,695 | CurrentTaxYearAmt |
| Total | $1,396,635 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $848,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,695 | CurrentTaxYearAmt |
| Total | $1,396,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,396,635 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,030 | CurrentTaxYearAmt |
| Total | $344,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,741,452 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $250,800 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,745,535 | BeginningYearBalanceAmt |
| Contributions | $113,514 | ContributionsAmt |
| Investment Earnings Or Losses | $164,690 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $242,964 | OtherExpendituresAmt |
| End Year Balance | $1,780,775 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,979,811 | BeginningYearBalanceAmt |
| Contributions | $110,489 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,880 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,745,535 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,149,508 | BeginningYearBalanceAmt |
| Contributions | $25,913 | ContributionsAmt |
| Investment Earnings Or Losses | -$82,345 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $113,266 | OtherExpendituresAmt |
| End Year Balance | $1,979,811 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,889,979 | BeginningYearBalanceAmt |
| Contributions | $60,100 | ContributionsAmt |
| Investment Earnings Or Losses | $61,910 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $98,050 | OtherExpendituresAmt |
| End Year Balance | $2,149,508 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,145,355 | BeginningYearBalanceAmt |
| Contributions | $764,847 | ContributionsAmt |
| Investment Earnings Or Losses | $142,512 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $162,735 | OtherExpendituresAmt |
| End Year Balance | $1,889,979 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07250 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,000 | OtherCostOrOtherBasisAmt |
| Book Value | $20,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,782,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,075,440 | DepreciationAmt |
| Book Value | $707,389 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $727,389 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $3,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,450 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $390,551 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $73,065 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $73,065 | RevenueNotReportedAmt |
| Revenue Subtotal | $317,486 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,967 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $4,967 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $322,453 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $376,404 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $376,404 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,967 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,967 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $381,371 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VARIOUS EVENTS | Event1Nm |
| Gross Receipts Event1 | $33,392 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $33,392 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,143 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $33,392 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $33,392 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,143 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,143 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,249 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | ANY PERSON OR ORGANIZATION INTERESTED IN PROMOTING THE PURPOSES OF THE ORGANIZATION ARE ELIGIBLE FOR MEMBERSHIP. APPLICATIONS FOR MEMBERSHIP ARE SUBJECT TO PAYMENT OF DUES. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ELECTIONS ARE HELD FOR EACH DIRECTOR POSITION. A PLULARITY OF ALL MEMBER VOTES CAST, BY THOSE MEMBERS ELIGIBLE TO VOTE, ARE NECESSARY FOR ELECTION TO THAT POSITION. |
| FORM 990, PAGE 6, PART VI, LINE 7B | ANNUAL DUES FOR MEMBERSHIP ARE DETERMINED BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS ENGAGES AN ACCOUNTING FIRM TO PREPARE FORM 990. THE FORM IS REVIEWED BY THE BOARD OF DIRECTORS DURING A REGULAR BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | A MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO NOTIFY THE PRESIDENT OF THE SOCIETY IMMEDIATELY AND IN WRITING AS SOON AS HE OR SHE BECOMES AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IT IS THE POLICY OF THE ORGANIZATION THAT ITS BOARD MEMBERS, MANAGEMENT PERSONNEL AND MEMBERS OF ALL COMMITTEES, PANELS OR BOARDS SERVING THE ORGANIZATION, AND EMPLOYEES SHALL ANNUALLY SUBMIT IN WRITING TO THE PRESIDENT A CONFLICT OF INTEREST STATEMENT IN THE FORM PRESCRIBED BY THE BOARD OF DIRECTORS. IF SUCH A DISCLOSURE IS MADE, A MAJORITY VOTE OF DISINTERESTED BOARD MEMBERS DETERMINES WHETHER THE ORGANIZATION SHOULD ENTER INTO THE TRANSACTION OR ARRANGEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | REQUESTS FOR DOCUMENTS OPEN FOR PUBLIC INSPECTION SHOULD BE MADE IN WRITING. |
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