SQUIRREL ISLAND HISTORICAL SOCIETY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SQUIRREL ISLAND HISTORICAL SOCIETY (EIN 01-0501236)
Tax period
2021-08-01 to 2022-07-31
Filed
2023-01-03
IRS object ID
202310129349300111
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2023-01-03T11:38:46-05:00ReturnTs
Tax Period End2022-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202196313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCALLISTER ACCOUNTING & TAX SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 55AddressLine1Txt
CityJAYCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04239ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010501236EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SQUIRREL ISLAND HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSQUIBusinessNameControlTxt
Phone2079264743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1192 HATCH RDAddressLine1Txt
CityNEW GLOUCESTERCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN L WHITNEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2079264743PhoneNum
Signature2022-12-22SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIAN LPersonFirstNm
Person LastWHITNEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCUS E MCALLISTER EAPreparerPersonNm
PTINP01272608PTIN
Phone2078975667PhoneNum
Preparation2023-01-03PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIAN L WHITNEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1192 HATCH RDAddressLine1Txt
CityNEW GLOUCESTERCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$112,839GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Activity Or MissionTHE PURPOSE OF THE SOCIETY SHALL BE TO: A) DEVELOP, PROMOTE, AND AUGMENT UNDERSTANDING AND INTEREST IN THE HISTORY OF THE SOCIETY'S GEOGRAPHICAL AREA OF SQUIRREL ISLAND, ME AND THE SURROUNDING AREA, B) STIMULATE AWARENESS AND PRESERVATION OF LOCAL HISTORICAL, CULTURAL AND ARCHITECTURAL ASSETS AND RESOURCES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$51,469PYContributionsGrantsAmt
CY Contributions Grants$28,700CYContributionsGrantsAmt
PY Program Service Revenue$10,238PYProgramServiceRevenueAmt
CY Program Service Revenue$21,656CYProgramServiceRevenueAmt
PY Investment Income$14,089PYInvestmentIncomeAmt
CY Investment Income$7,705CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$75,796PYTotalRevenueAmt
CY Total Revenue$58,061CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,795PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,249CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,231PYOtherExpensesAmt
CY Other Expenses$25,891CYOtherExpensesAmt
PY Total Expenses$24,026PYTotalExpensesAmt
CY Total Expenses$36,140CYTotalExpensesAmt
PY Revenues Less Expenses$51,770PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,921CYRevenuesLessExpensesAmt
Total Assets BOY$281,756TotalAssetsBOYAmt
Total Assets EOY$291,960TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$281,756NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$291,960NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PURPOSE OF THE SOCIETY SHALL BE TO: A) DEVELOP, PROMOTE, AND AUGMENT UNDERSTANDING AND INTEREST IN THE HISTORY OF THE SOCIETY'S GEOGRAPHICAL AREA OF SQUIRREL ISLAND, ME AND THE SURROUNDING AREA, B) STIMULATE AWARENESS AND PRESERVATION OF LOCAL HISTORICAL, CULTURAL AND ARCHITECTURAL ASSETS AND RESOURCES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$33,525ExpenseAmt
DescTHE SOCIETY RESARCHES AND COLLECTS HISTORICAL ARTIFACTS AND INFORMATION, MAINTAINS AND SAFEGUARDS THE SOCIETY, ITS FACILITIES, AND COLLECTIONS, SPONSORS EDUCATIONAL AND INFORMATIONAL PROGRAMS, EVENTS, AND ACTIVITIES, ENCOURAGES AND SUPPORTS THE RECOGNITION AND PRESERVATION OF LOCAL HISTORIC AREAS, SITES AND STRUCTURES, AND MAINTAINS ANY EXHIBIT AND COLLECTION SPACE USED BY THE SOCIETY.Desc
Total Program Service Expenses$33,525TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIAN L WHITNEYPersonNm
Phone2079264743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1192 HATCH RDAddressLine1Txt
CityNEW GLOUCESTERCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04260ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp

FieldValueIRS element (for citing)
PersonBRIAN L WHITNEYPersonNm
TitleTREASURERTitleTxt
OfficerYes (X)OfficerInd
Reportable Comp From Org$0ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$28,700AllOtherContributionsAmt
Total Contributions$28,700TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
T-SHIRT & BOOK SALES$21,014$21,014
SHIPPING INCOME$642$642
FieldValueIRS element (for citing)
Total Program Service Revenue$21,656TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$874TotalRevenueColumnAmt
Related Or Exempt Func Income$874RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$61,609SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,778SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,831SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,831TotalRevenueColumnAmt
Related Or Exempt Func Income$6,831RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,061TotalRevenueColumnAmt
Related Or Exempt Func Income$8,347RelatedOrExemptFuncIncomeAmt
Exclusion$21,014ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,249TotalAmt
Program Services$10,249ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,615TotalAmt
Management And General$2,615ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$431TotalAmt
Program Services$431ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,139TotalAmt
Program Services$10,139ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,699TotalAmt
Program Services$4,699ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
COGS$7,270$7,270
MISCELLANEOUS EXPENSES$376$376
MEAL$361$361

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,140TotalAmt
Program Services$33,525ProgramServicesAmt
Management And General$2,615ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$31,975BOYAmt
EOY$2,750EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$26,215BOYAmt
EOY$28,040EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$249,754LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,465LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$142,670BOYAmt
EOY$244,289EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$80,896BOYAmt
EOY$16,881EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$281,756BOYAmt
EOY$291,960EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$275,399BOYAmt
EOY$285,603EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,357BOYAmt
EOY$6,357EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$281,756BOYAmt
EOY$291,960EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$281,756BOYAmt
EOY$291,960EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$21,921ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,717NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$147,374CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,469CurrentTaxYearMinus1YearAmt
Current Tax Year$28,700CurrentTaxYearAmt
Total$227,543TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,627CurrentTaxYearMinus1YearAmt
Current Tax Year$1,516CurrentTaxYearAmt
Total$5,174TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$148,405CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,096CurrentTaxYearMinus1YearAmt
Current Tax Year$30,216CurrentTaxYearAmt
Total$232,717TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$232,717PublicSupportTotal509Amt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2,840CurrentTaxYearMinus1YearAmt
Current Tax Year$12,744CurrentTaxYearAmt
Total$15,584TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$148,405CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,936CurrentTaxYearMinus1YearAmt
Current Tax Year$42,960CurrentTaxYearAmt
Total$248,301TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93720PublicSupportCY509Pct
Public Support PY5090.98620PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$249,754OtherCostOrOtherBasisAmt
Depreciation$5,465DepreciationAmt
Book Value$244,289BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$244,289TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE PURPOSE OF THE SOCIETY SHALL BE TO: A) DEVELOP, PROMOTE, AND AUGMENT UNDERSTANDING AND INTEREST IN THE HISTORY OF THE SOCIETY'S GEOGRAPHICAL AREA OF SQUIRREL ISLAND, ME AND THE SURROUNDING AREA, B) STIMULATE AWARENESS AND PRESERVATION OF LOCAL HISTORICAL, CULTURAL AND ARCHITECTURAL ASSETS AND RESOURCES.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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