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SOMERVILLE HISTORICAL SOCIETY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOMERVILLE HISTORICAL SOCIETY (EIN 04-6079655)
Tax period
2021-04-01 to 2022-03-31
Filed
2023-02-14
IRS object ID
202330459349301973
Schema version
2021v4.2
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)
Return2023-02-14T15:13:27-06:00ReturnTs
Tax Period End2022-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471028363PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TREEFUL DAMASO ANICETO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1105 CHESTNUT STREET SUITE 10AddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02492ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046079655EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOMERVILLE HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOMEBusinessNameControlTxt
Phone6176669810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WESTWOOD ROADAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02143ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA MANGUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6176669810PhoneNum
Signature2023-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastMANGUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL F ANICETOPreparerPersonNm
PTINP01313031PTIN
Phone7814493346PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SOMERVILLE MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBARBARA MANGUMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WESTWOOD ROADAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02143ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,499,283GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SOMERVILLEMUSEUM.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1897FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionAS THE ONLY MEMBERSHIP SUPPORTED, COMMUNITY-BASED CULTURAL INSTITUTION OF ITS KIND IN SOMERVILLE, THE SOMERVILLE MUSEUM IS THE CITY OF SOMERVILLE'S MIRROR, PLAYING A CENTRAL ROLE IN PRESERVING THE PAST, REFLECTING THE PRESENT, AND HELPING TO SHAPE THE FUTURE OF THIS DIVERSE URBAN COMMUNITY OF 81,000. THROUGH ITS INNOVATIVE PROGRAMMING, THE MUSEUM SEEKS TO ENGAGE OUR AUDIENCE IN AN ON-GOING DIALOGUE WITH LOCAL ARTISTS, SCHOLARS, AND EDUCATORS WITH THE LARGER AIM OF FOSTERING CULTURAL EDUCATION AND UNDERSTANDING.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$628,612PYContributionsGrantsAmt
CY Contributions Grants$1,499,259CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$45PYInvestmentIncomeAmt
CY Investment Income$24CYInvestmentIncomeAmt
PY Other Revenue$3,845PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$632,502PYTotalRevenueAmt
CY Total Revenue$1,499,283CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,466PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$68,692CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,017CYTotalFundraisingExpenseAmt
PY Other Expenses$34,291PYOtherExpensesAmt
CY Other Expenses$57,965CYOtherExpensesAmt
PY Total Expenses$50,757PYTotalExpensesAmt
CY Total Expenses$126,657CYTotalExpensesAmt
PY Revenues Less Expenses$581,745PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,372,626CYRevenuesLessExpensesAmt
Total Assets BOY$1,982,744TotalAssetsBOYAmt
Total Assets EOY$3,355,108TotalAssetsEOYAmt
Total Liabilities BOY$962TotalLiabilitiesBOYAmt
Total Liabilities EOY$700TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,981,782NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,354,408NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAS THE ONLY MEMBERSHIP SUPPORTED, COMMUNITY-BASED CULTURAL INSTITUTION OF ITS KIND IN SOMERVILLE, THE SOMERVILLE MUSEUM IS THE CITY OF SOMERVILLE'S MIRROR, PLAYING A CENTRAL ROLE IN PRESERVING THE PAST, REFLECTING THE PRESENT, AND HELPING TO SHAPE THE FUTURE OF THIS DIVERSE URBAN COMMUNITY OF 81,000. THROUGH ITS INNOVATIVE PROGRAMMING, THE MUSEUM SEEKS TO ENGAGE OUR AUDIENCE IN AN ON-GOING DIALOGUE WITH LOCAL ARTISTS, SCHOLARS, AND EDUCATORS WITH THE LARGER AIM OF FOSTERING CULTURAL EDUCATION AND UNDERSTANDING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$105,370ExpenseAmt
DescEXHIBITIONS: -SOMERVILLE OPEN STUDIOS: LAST LOOK EXHIBIT O MAY 5, 2021 JUNE 27, 2021 -PENNY CHRONICLES: O SEPTEMBER 9 JANUARY 8, 2022 O CURATED BY DAVID GUSS -BITTERSWEET O JANUARY 27 MARCH 26, 2022 O CURATED BY JOS FALCONI AND SANTIAGO MONTOYA, COMMUNITY CURATORSEVENTS: -SOMERVILLE OPEN STUDIOS WEEKEND O SATURDAY, MAY 1ST 2021 AND SUNDAY, MAY 2ND 2021 -SOMERVILLE AS MUSE (VIRTUAL) O MAY 2021 O DEVELOPED BY DEBRA OLIN -GREEKOREAGREETING THE MOON (VIRTUAL CONCERT) O MAY 6, 2021 O DEVELOPED BY MINA CHO -VOICES FROM SOMERVILLE: SALVADORAN COMMUNITY (VIRTUAL) O MAY 19, 2021 O DEVELOPED BY CHARAN DEVEREAUX -VOICES FROM SOMERVILLE: NEPALI COMMUNITY (VIRTUAL) O JUNE 9, 2021 O DEVELOPED BY CHARAN DEVEREAUX -READING FREDERICK DOUGLASS TOGETHER (IN-PERSON) O JULY 1, 2021 ARTBEAT O JULY 10, 2021 -PENNY CHRONICLES: OPENING RECEPTION (IN-PERSON) O SEPTEMBER 9, 2021 -PENNY CHRONICLES: CURATOR TOUR WITH DAVID GUSS (IN-PERSON) O SEPTEMBER 11, 2021 -'MY NEIGHBOR IS A MUSEUM' BLOCK PARTY (IN-PERSON) O SEPTEMBER 18, 2021 -PENNY CHRONICLES: STUDENT SCAVENGER HUNT (IN-PERSON) O OCTOBER 14, 2021 -SOMERSTREETS: MONSTER MASHED UP! (OUTDOOR EVENT) O OCTOBER 31, 2021- PENNY CHRONICLES: 'HEAVEN'S HARDWARE: THE ROUNDHOUSE AND THE ARCHITECTURE OF HOPE' (IN-PERSON + LIVESTREAMED) O NOVEMBER 4, 2021 O EVENT WITH RHETT BUTLER -COMMUNITY CURATOR: INFO SESSION (VIRTUAL) O NOVEMBER 10, 2021 -PENNY CHRONICLES: 'THE MOST GLORIOUS FOURTH: 'PRESIDENT TAFT COMES TO SOMERVILLE, JULY FOURTH 1910'" (IN-PERSON + LIVESTREAMED) O NOVEMBER 17, 2021 O EVENT WITH DAN BREEN -ANNUAL MEETING (IN-PERSON) O DECEMBER 12, 2021 -PENNY CHRONICLES: CLOSING RECEPTION (IN-PERSON) O JANUARY 8, 2022 -BITTERSWEET: RECEPTION #1 (IN-PERSON) O JANUARY 27, 2022 -BITTERSWEET: CHOCOLATE STORIES AT BOW MARKET (IN-PERSON) O FEBRUARY 11, 2022 -BITTERSWEET: CURATOR TOUR (IN-PERSON) O FEBRUARY 12, 2022- BITTERSWEET: RECEPTION #2 (IN-PERSON) O FEBRUARY 12, 2022- BITTERSWEET: VALENTINE'S DAY SPECIAL HOURS (IN-PERSON) O FEBRUARY 14, 2022- BITTERSWEET: 'SWEET CITY: A HISTORY OF CANDY MANUFACTURING IN SOMERVILLE, CAMBRIDGE, AND BOSTON' (VIRTUAL) O FEBRUARY 17, 2022 -BITTERSWEET: TAZA TOUR (VIRTUAL) O MARCH 3, 2022 -BITTERSWEET: MEET YOUR LOCAL CHOCOLATIERS AT AERONAUT (IN-PERSON) O MARCH 11, 2022 -BITTERSWEET: CURATOR TOUR IN SPANISH (IN-PERSON) O MARCH 12, 2022 -BITTERSWEET: RECEPTION #3 (IN-PERSON) O MARCH 12, 2022 -BITTERSWEET: KALLIOPE REED QUINTET COMMUNITY CONCERT (IN-PERSON) O MARCH 25, 2022 -BITTERSWEET: CLOSING RECEPTION (IN-PERSON) O MARCH 26, 2022Desc
Total Program Service Expenses$105,370TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DYAN R BLEWETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176669810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WESTWOOD ROADAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021431517ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DAVID GUSS
TRUSTEE6.00Yes (X)$0$0$0
JEFF MYERS
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM WHITE
TRUSTEE1.00Yes (X)$0$0$0
EUGENE BRUNE
TRUSTEE5.00Yes (X)$0$0$0
ADDA SANTOS
TRUSTEE4.00Yes (X)$0$0$0
REGINA PISA
TRUSTEE6.00Yes (X)$0$0$0
SANDRA MCGOLDRICK
TRUSTEE1.00Yes (X)$0$0$0
VICKY I
TRUSTEE1.00Yes (X)$0$0$0
CHARAN DEVEREAUX
TRUSTEE4.00Yes (X)$0$0$0
VIJAY BATAVIA
TREASURER & TRUSTEE10.00Yes (X)$0$0$0Yes (X)
EVELYN BATTINELLI
EXECUTIVE DIRECTOR10.00$0$0$0Yes (X)
BARBARA MANGUM
PRESIDENT20.00$0$1,000$0Yes (X)
STEPHEN MACKEY
VICE PRESIDENT4.00$0$0$0Yes (X)
LAWRENCE WILLWERTH III
SECRETARY6.00$0$0$0Yes (X)
DYAN BLEWETT
TRUSTEE20.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,000TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STACK DESIGN BUILD LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 E 2ND ST 1AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02127ZIPCd
FieldValueIRS element (for citing)
ServicesCONSTRUCTIONServicesDesc
Compensation$1,423,653CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$18,600MembershipDuesAmt
Government Grants$426,580GovernmentGrantsAmt
All Other Contributions$1,054,079AllOtherContributionsAmt
Total Contributions$1,499,259TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$24TotalRevenueColumnAmt
Exclusion$24ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,499,283TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$24ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$60,888TotalAmt
Program Services$60,888ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,804TotalAmt
Program Services$7,804ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,256TotalAmt
Management And General$12,256ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,315TotalAmt
Program Services$10,320ProgramServicesAmt
Management And General$1,995ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
GRANT SPECIFIC EXPENSE$7,515$7,515
FUNDRAISING$7,017$7,017
INSURANCE$6,725$6,725
UTILITIES$6,232$6,232

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,905TotalAmt
Program Services$5,886ProgramServicesAmt
Management And General$19ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$126,657TotalAmt
Program Services$105,370ProgramServicesAmt
Management And General$14,270ManagementAndGeneralAmt
Fundraising$7,017FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$412,971BOYAmt
EOY$227,202EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,800BOYAmt
EOY$1,800EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,026,106LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,467,973BOYAmt
EOY$3,026,106EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$100,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,982,744BOYAmt
EOY$3,355,108EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$962BOYAmt
EOY$700EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$962BOYAmt
EOY$700EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$367,313BOYAmt
EOY$1,748,763EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,614,469BOYAmt
EOY$1,605,645EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,981,782BOYAmt
EOY$3,354,408EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,982,744BOYAmt
EOY$3,355,108EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,372,626ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,857CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$147,335CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$623,156CurrentTaxYearMinus1YearAmt
Current Tax Year$1,474,006CurrentTaxYearAmt
Total$2,333,253TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,857CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$147,335CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$623,156CurrentTaxYearMinus1YearAmt
Current Tax Year$1,474,006CurrentTaxYearAmt
Total$2,333,253TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,333,253PublicSupportTotal170Amt
Total Support$2,333,253TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$100,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,077BeginningYearBalanceAmt
End Year Balance$54,077EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,271BeginningYearBalanceAmt
Contributions$18,806ContributionsAmt
End Year Balance$54,077EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,508BeginningYearBalanceAmt
Contributions$18,763ContributionsAmt
End Year Balance$35,271EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,632BeginningYearBalanceAmt
Contributions$6,876ContributionsAmt
End Year Balance$16,508EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$9,632ContributionsAmt
End Year Balance$9,632EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$654,900OtherCostOrOtherBasisAmt
Book Value$654,900BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,371,206OtherCostOrOtherBasisAmt
Book Value$2,371,206BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,026,106TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,499,283TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,499,283RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,499,283TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$126,657TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$126,657ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$126,657TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:HISTORICAL WORKS OF ART, ARTIFACTS, AND DOCUMENTS.
PART III, LINE 4:HISTORICAL WORKS OF ART, ARTIFACTS, AND DOCUMENTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationBARBARA MAGNUM WAS PAID $1,000 FOR GRANT WRITINGExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2EVELYN BATTINELLI, EXECUTIVE DIRECTOR, SECRETARY & TRUSTEE IS TRUSTEE REGINA PISA'S AUNT.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE SOMERVILLE HISTORICAL SOCIETY IS A MEMBERSHIP ORGANIZATION GOVERNED BY A BOARD OF TUSTEES. THE BOARD OF TRUSTEES IS ELECTED ANNUALLY BY A QUORUM OF THE MEMBERS AT THE ANNUAL MEETING. MEMBERS ARE THOSE INDIVIDUALS WHO PAY ANNUAL DUES
FORM 990, PART VI, SECTION A, LINE 8BMONTHLY BOARD MEETINGS MINUTES WERE WRITTEN UP TO DOCUMENT THE ACTIONS UNDERTAKEN DURING THE YEAR
FORM 990, PART VI, SECTION B, LINE 11BYES THE GOVERNING BODY REVIEWED FORM 990 BEFORE BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MONITORED THE ORGANIZATIONS WRITTEN POLICIES AND MADE SURE THEY WERE FOLLOWED.
FORM 990, PART VI, SECTION B, LINE 15BTHE PROCESS FOR DETERMINING COMPENSATION FOR ALISON DRASNER INCLUDED REVIEW BY INDEPENDENT PEOPLE. REVIEW OF HER ABILITIES AND A DECISION BY THE BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S GROSS REVENUE STAYED ABOVE THE $500,000 THRESHOLD AND THE STATE OF MASSACHUSETTS MANDATES AN AUDITED FINANCIAL STATEMENTS WHEN THIS THRESHOLD IS MET.

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