SHERMAN HISTORICAL SOCIETY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHERMAN HISTORICAL SOCIETY INC (EIN 51-0176086)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-14
- IRS object ID
- 202331959349300428
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-14T09:50:47-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205815581 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN L DUMAS CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 OLD PARK LANE ROAD | AddressLine1Txt |
| City | NEW MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 067762508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510176086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHERMAN HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 2037469672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ROUTE 37 CENTER | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 067841503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MOGA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2037469672 | PhoneNum |
| Signature | 2023-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | MOGA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN L DUMAS CPA | PreparerPersonNm |
| PTIN | P00118290 | PTIN |
| Phone | 8603552223 | PhoneNum |
| Preparation | 2023-07-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH MARD HANEY | PrincipalOfficerNm |
| Gross Receipts | $555,492 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHERMANHISTORICALSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWN'S HISTORY, TO COLLECT AND PRESERVE OBJECTS WHICH HELP TO ESTABLISH OR ILLUSTRATE ITS HISTORY, TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THE SOCIETY, TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HERITAGE, TO PUBLISH HISTORICAL INFORMATION , AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 64 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,523 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,445 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $88,208 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,134 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,493 | PYOtherRevenueAmt |
| CY Other Revenue | $77,019 | CYOtherRevenueAmt |
| PY Total Revenue | $161,224 | PYTotalRevenueAmt |
| CY Total Revenue | $134,753 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,997 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,482 | PYOtherExpensesAmt |
| CY Other Expenses | $86,455 | CYOtherExpensesAmt |
| PY Total Expenses | $77,482 | PYTotalExpensesAmt |
| CY Total Expenses | $86,455 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $83,742 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $48,298 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,245,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,133,762 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,245,558 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,133,762 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWN'S HISTORY, TO COLLECT AND PRESERVE OBJECTS WHICHHELP TO ESTABLISH OR ILLUSTRATE ITS HISTORY, TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THESOCIETY, TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HERITAGE, TO PUBLISH HISTORICAL INFORMATION,AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,396 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWNS HISTORY AND TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HISTORY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,306 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THE SOCIETY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,603 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TO PUBLISH HISTORICAL INFORMATION AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $55,305 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHERMAN HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8603543083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ROUTE 37 CENTER | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06784 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| GLORIA THORNE | ||||||
| HONORARY DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH MARD HANEY | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BETTY BEATTY | ||||||
| HONORARY DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GINNY ZELLNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE MOGA | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN JENNER | ||||||
| HONORARY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN DESIATO | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN LANG | ||||||
| TREASURER | 5.00 | Yes (X) | $5,469 | $0 | $0 | Yes (X) |
| LORI FINCK | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PHYLLIS MCGOLDRICK | ||||||
| HONORARY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA CILIO | ||||||
| DIRECTOR | 22.00 | Yes (X) | $0 | $0 | $0 | |
| ALLYSON MARD | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA KELLER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,469 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $9,790 | MembershipDuesAmt |
| All Other Contributions | $15,655 | AllOtherContributionsAmt |
| Total Contributions | $25,445 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHILDREN'S PROGRAMS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $155 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $155 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,289 | TotalRevenueColumnAmt |
| Exclusion | $15,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $375,587 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $358,742 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,845 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,845 | TotalRevenueColumnAmt |
| Exclusion | $16,845 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $252 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252 | TotalRevenueColumnAmt |
| Exclusion | $252 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $138,764 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $61,997 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,767 | TotalRevenueColumnAmt |
| Exclusion | $76,767 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,753 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $155 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $109,153 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,913 | TotalAmt |
| Program Services | $5,913 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,005 | TotalAmt |
| Management And General | $8,005 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,535 | TotalAmt |
| Management And General | $9,535 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808 | TotalAmt |
| Fundraising | $808 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,493 | TotalAmt |
| Program Services | $4,493 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,248 | TotalAmt |
| Program Services | $10,411 | ProgramServicesAmt |
| Management And General | $1,225 | ManagementAndGeneralAmt |
| Fundraising | $612 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218 | TotalAmt |
| Program Services | $218 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,880 | TotalAmt |
| Program Services | $11,880 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,677 | TotalAmt |
| Program Services | $11,409 | ProgramServicesAmt |
| Management And General | $1,268 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BUILDING REPAIRS & MAIN | $7,693 | $7,693 | |
| PUBLIC RELATIONS | $3,601 | $3,601 | |
| WRITERS GROUP | $2,583 | $2,583 | |
| SCHOLARSHIP | $2,000 | $2,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,801 | TotalAmt |
| Program Services | $1,288 | ProgramServicesAmt |
| Management And General | $120 | ManagementAndGeneralAmt |
| Fundraising | $3,393 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,455 | TotalAmt |
| Program Services | $55,305 | ProgramServicesAmt |
| Management And General | $20,153 | ManagementAndGeneralAmt |
| Fundraising | $10,997 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,586 | BOYAmt |
| EOY | $96,040 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,676 | BOYAmt |
| EOY | $41,735 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $457,024 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $178,362 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,741 | BOYAmt |
| EOY | $278,662 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,555 | BOYAmt |
| EOY | $692,325 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,558 | BOYAmt |
| EOY | $1,133,762 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,631 | BOYAmt |
| EOY | $554,631 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,927 | BOYAmt |
| EOY | $579,131 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,558 | BOYAmt |
| EOY | $1,133,762 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,558 | BOYAmt |
| EOY | $1,133,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $48,298 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$160,094 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $35,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,852 | CurrentTaxYearAmt |
| Total | $308,963 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,764 | CurrentTaxYearAmt |
| Total | $659,256 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $306,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,616 | CurrentTaxYearAmt |
| Total | $968,219 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $968,219 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,289 | CurrentTaxYearAmt |
| Total | $65,012 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,289 | CurrentTaxYearAmt |
| Total | $65,012 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $319,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,905 | CurrentTaxYearAmt |
| Total | $1,033,231 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93710 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94930 | PublicSupportPY509Pct |
| Investment Income CY | 0.06290 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $369,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,455 | DepreciationAmt |
| Book Value | $258,693 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,907 | DepreciationAmt |
| Book Value | $19,969 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $278,662 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (14 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CONSUMER DISCRET. SELECT | $27,992 | F |
| ISHARES EXPANDED TECH SECTOR ETF | $27,893 | F |
| SECTOR HEALTHCARE | $79,597 | F |
| SECTOR TECHNOLOGY | $76,692 | F |
| VANGUARD FTSE ALL WORLD | $79,008 | F |
| VANGUARD FTSE PACIFIC | $68,138 | F |
| SELECT UTILITIES SELECT SECTOR SPDR ETF | $22,376 | F |
| VANGUARD LONG TERM CORP BOND ETF | $61,445 | F |
| SPDR PORTFOLIO CORP BOND | $29,878 | F |
| VANGUARD INTERMEDIATE TERM | $83,053 | F |
| SELECT SECTOR COMMUNICATIONS | $49,486 | F |
| ISHARES 20+ YR TREASURY BOND ETF | $20,810 | F |
| 3-7 YEAR TREASURY BOND | $54,937 | F |
| ISHARES CORE MSCI EUROPE | $11,020 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $692,325 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 4: | FormAndLineReferenceDesc |
| Explanation | SHOE MAKERS TOOLS-EXHIBITED IN THE COBBLER SHOP OLD MERCANTILE ITEMS FROM THE ORIGINAL STORE-EXHIBITED IN THE OLD STORE FURNISHINGS OF A PERIOD HOME-EXHIBITED IN THE NORTHROP HOUSE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TREASURER, SUSAN LANG, AND SECRETARY, LORI FINCK, ARE SISTERS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE SHERMAN HISTORICAL SOCIETY ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 TAX RETURN IS REVIEWED BY THE GOVERNING BODY AT A MEETING PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SOCIETY SHALL CONDUCT A FULL AND OPEN PROCESS FOR BIDDING WORK TO BE DONE ON ITS BEHALF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | GLORIA THORNE - 10 ROUTE 37 CTR, SHERMAN, CT 06784. ELIZABETH MARD HANEY - 10 ROUTE 37 CTR, SHERMAN, CT 06784. BETTY BEATTY - 10 ROUTE 37 CTR, SHERMAN, CT 06784. GINNY ZELLNER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. SUE MOGA - 10 ROUTE 37 CTR, SHERMAN, CT 06784. JOHN JENNER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. JAN DESIATO - 10 ROUTE 37 CTR, SHERMAN, CT 06784. SUSAN LANG - 10 ROUTE 37 CTR, SHERMAN, CT 06784. LORI FINCK - 10 ROUTE 37 CTR, SHERMAN, CT 06784. PHYLLIS MCGOLDRICK - 10 ROUTE 37 CTR, SHERMAN, CT 06784. LISA CILIO - 10 ROUTE 37 CTR, SHERMAN, CT 06784. ALLYSON MARD - 10 ROUTE 37 CTR, SHERMAN, CT 06784. LISA KELLER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN/LOSSES ON ASSETS -160,094. |
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