NEW HAMPSHIRE HISTORICAL SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEW HAMPSHIRE HISTORICAL SOCIETY (EIN 02-0233250)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-14
- IRS object ID
- 202322269349300712
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T07:27:54-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020233250 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Hampshire Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWH | BusinessNameControlTxt |
| Phone | 6038560602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Park Street | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Dunlap | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 6038560602 | PhoneNum |
| Signature | 2023-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William | PersonFirstNm |
| Person Last | Dunlap | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2023-08-07 | PreparationDt |
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 | William Dunlap | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Park Street | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,583,961 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.nhhistory.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1823 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | To educate a diverse public about New Hampshire's past and its relationship to our lives today. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $675,816 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,307,262 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,181 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,666 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,116,780 | PYInvestmentIncomeAmt |
| CY Investment Income | $923,358 | CYInvestmentIncomeAmt |
| PY Other Revenue | $273,413 | PYOtherRevenueAmt |
| CY Other Revenue | $233,098 | CYOtherRevenueAmt |
| PY Total Revenue | $2,104,190 | PYTotalRevenueAmt |
| CY Total Revenue | $4,524,384 | 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 | $1,069,097 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,131,506 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $201,112 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $993,868 | PYOtherExpensesAmt |
| CY Other Expenses | $1,065,728 | CYOtherExpensesAmt |
| PY Total Expenses | $2,062,965 | PYTotalExpensesAmt |
| CY Total Expenses | $2,197,234 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $41,225 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,327,150 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,164,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,324,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $454,378 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $210,818 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,710,019 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,113,503 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To educate a diverse public about the significance of New Hampshire's past and its relationship to our lives today. To this end, the Society collects, preserves, and interprets material pertaining to New Hampshire history. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $745,306 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $19,721 | RevenueAmt |
| Desc | Library and Museum: the New Hampshire Historical Society collects and preserves the most extensive collection of objects, books, manuscripts, and images related to New Hampshire history that can be found anywhere. These collections offer the most complete picture available of the social, economic, political, and cultural history of New Hampshire over nearly four centuries. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $454,996 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $34,216 | RevenueAmt |
| Desc | Education: the Society offers a diverse range of educational programs, including research services, exhibitions, publications, school programs, public programs, technical services, and support of local historical societies. The Society's website and online collations catalog provide broad access to information on library, archival, and museum collections. The Society also offers the New Hampshire History Network (NHHN), a digital gateway that provides centralized access to New Hampshire's history and historical collections through partnerships with local historical societies and other collecting institutions. In 2017, the Society launched "The Democracy Project: Renewing History and Civics Education in New Hampshire Schools," an initiative to address the growing knowledge deficit in history and civics. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $316,726 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,674 | RevenueAmt |
| Desc | The Society offers public relations and member services for various visitors and patrons. Other programs include publications, exhibits, facilities, buildings, grounds, and security. The Society also operates an online store, which sells books and goods related to New Hampshire and its history. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,517,028 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael E Marr Director of Finance | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6038560602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Park Street | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| David B Clark | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John E Friberg Jr | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Helen H Frink | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Terry M Knowles | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rebecca WS More | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Pride | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ann G Remus | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Carol M Rymes | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marilyn G Soper | |||||||
| Trustee (start 6/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bruce R Stefany | |||||||
| Trustee (end 8/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kurt M Swenson | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gregg R Tewksbury | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| William W Upton | |||||||
| Trustee | 1.80 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| William P Veillette | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert A Wells | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Philip Zea | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David B Ruedig | |||||||
| Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Sylvia B Larsen | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Joseph L Taggart | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michael R Reopel | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| James L Garvin | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| William Dunlap | |||||||
| President & CEO | 40.00 | 0.00 | $148,144 | $0 | $7,407 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,144 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $347,099 | MembershipDuesAmt |
| Government Grants | $311,566 | GovernmentGrantsAmt |
| All Other Contributions | $2,648,597 | AllOtherContributionsAmt |
| Noncash Contributions | $191,301 | NoncashContributionsAmt |
| Total Contributions | $3,307,262 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Educational programs | 611710 | $34,216 | $34,216 |
| Museum fees | 611710 | $11,782 | $11,782 |
| Library fees | 611710 | $7,939 | $7,939 |
| Publications | 511190 | $6,729 | $6,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,666 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $569,417 | TotalRevenueColumnAmt |
| Exclusion | $569,417 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361 | TotalRevenueColumnAmt |
| Exclusion | $361 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $326,110 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $109,318 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $216,792 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $216,792 | TotalRevenueColumnAmt |
| Exclusion | $216,792 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,301,741 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $947,800 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $353,941 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $353,941 | TotalRevenueColumnAmt |
| Exclusion | $353,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $18,404 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,459 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,945 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,524,384 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,611 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,140,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,551 | TotalAmt |
| Program Services | $95,813 | ProgramServicesAmt |
| Management And General | $36,901 | ManagementAndGeneralAmt |
| Fundraising | $22,837 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,385 | TotalAmt |
| Program Services | $511,483 | ProgramServicesAmt |
| Management And General | $196,988 | ManagementAndGeneralAmt |
| Fundraising | $121,914 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,293 | TotalAmt |
| Program Services | $20,507 | ProgramServicesAmt |
| Management And General | $7,898 | ManagementAndGeneralAmt |
| Fundraising | $4,888 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,875 | TotalAmt |
| Program Services | $23,946 | ProgramServicesAmt |
| Management And General | $9,222 | ManagementAndGeneralAmt |
| Fundraising | $5,707 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,402 | TotalAmt |
| Program Services | $45,213 | ProgramServicesAmt |
| Management And General | $17,412 | ManagementAndGeneralAmt |
| Fundraising | $10,777 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,401 | TotalAmt |
| Management And General | $2,401 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,460 | TotalAmt |
| Management And General | $20,460 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,092 | TotalAmt |
| Management And General | $105,092 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,161 | TotalAmt |
| Program Services | $245,353 | ProgramServicesAmt |
| Management And General | $38,226 | ManagementAndGeneralAmt |
| Fundraising | $15,582 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,416 | TotalAmt |
| Program Services | $29,179 | ProgramServicesAmt |
| Management And General | $6,931 | ManagementAndGeneralAmt |
| Fundraising | $4,306 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,463 | TotalAmt |
| Program Services | $53,760 | ProgramServicesAmt |
| Management And General | $12,769 | ManagementAndGeneralAmt |
| Fundraising | $7,934 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,803 | TotalAmt |
| Program Services | $113,137 | ProgramServicesAmt |
| Management And General | $8,903 | ManagementAndGeneralAmt |
| Fundraising | $763 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,137 | TotalAmt |
| Program Services | $3,709 | ProgramServicesAmt |
| Management And General | $881 | ManagementAndGeneralAmt |
| Fundraising | $547 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,156 | TotalAmt |
| Program Services | $10,840 | ProgramServicesAmt |
| Management And General | $316 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,077 | TotalAmt |
| Management And General | $2,077 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,268 | TotalAmt |
| Program Services | $273,589 | ProgramServicesAmt |
| Management And General | $3,822 | ManagementAndGeneralAmt |
| Fundraising | $5,857 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,586 | TotalAmt |
| Program Services | $20,018 | ProgramServicesAmt |
| Management And General | $7,568 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Museum programs | $49,082 | $49,082 | |
| Library programs | $21,399 | $21,399 | |
| UBI taxes | $1,227 | $1,227 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,197,234 | TotalAmt |
| Program Services | $1,517,028 | ProgramServicesAmt |
| Management And General | $479,094 | ManagementAndGeneralAmt |
| Fundraising | $201,112 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,753 | BOYAmt |
| EOY | $301,770 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,324 | BOYAmt |
| EOY | $1,429,075 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,038 | BOYAmt |
| EOY | $1,107,939 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,676 | BOYAmt |
| EOY | $16,590 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,918 | BOYAmt |
| EOY | $148,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,990,986 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,366,748 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,806,882 | BOYAmt |
| EOY | $3,624,238 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,944,899 | BOYAmt |
| EOY | $13,863,844 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414,063 | BOYAmt |
| EOY | $4,015,762 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,775 | BOYAmt |
| EOY | $167,080 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,069 | BOYAmt |
| EOY | $649,061 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,164,397 | BOYAmt |
| EOY | $25,324,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,782 | BOYAmt |
| EOY | $106,966 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,190 | BOYAmt |
| EOY | $15,918 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,301 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,105 | BOYAmt |
| EOY | $87,934 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,378 | BOYAmt |
| EOY | $210,818 | 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 | $15,348,562 | BOYAmt |
| EOY | $13,675,653 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,361,457 | BOYAmt |
| EOY | $11,437,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,710,019 | BOYAmt |
| EOY | $25,113,503 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,164,397 | BOYAmt |
| EOY | $25,324,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,327,150 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,530,770 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$392,896 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $877,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,101,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $949,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $675,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,307,262 | CurrentTaxYearAmt |
| Total | $6,911,496 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $877,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,101,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $949,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $675,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,307,262 | CurrentTaxYearAmt |
| Total | $6,911,496 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $918,456 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,993,040 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,242,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $701,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $712,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $656,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $786,570 | CurrentTaxYearAmt |
| Total | $4,099,699 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $70,460 | CurrentTaxYearMinus1YearAmt |
| Total | $98,395 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,109,590 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $308,199 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46290 | 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 |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,638,504 | BeginningYearBalanceAmt |
| Contributions | $508,155 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,765,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $830,454 | OtherExpendituresAmt |
| End Year Balance | $16,551,153 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,798,669 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,637,452 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $797,617 | OtherExpendituresAmt |
| End Year Balance | $19,638,504 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,612,119 | BeginningYearBalanceAmt |
| Contributions | $43,315 | ContributionsAmt |
| Investment Earnings Or Losses | $930,599 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $787,364 | OtherExpendituresAmt |
| End Year Balance | $16,798,669 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,442,256 | BeginningYearBalanceAmt |
| Contributions | $288,198 | ContributionsAmt |
| Investment Earnings Or Losses | $2,557,884 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $676,219 | OtherExpendituresAmt |
| End Year Balance | $16,612,119 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,918,486 | BeginningYearBalanceAmt |
| Contributions | $81,652 | ContributionsAmt |
| Investment Earnings Or Losses | $1,105,297 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $663,179 | OtherExpendituresAmt |
| End Year Balance | $14,442,256 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,000 | OtherCostOrOtherBasisAmt |
| Book Value | $200,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,583,713 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,245,069 | DepreciationAmt |
| Book Value | $3,338,644 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,402 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,186 | DepreciationAmt |
| Book Value | $52,216 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $906,771 | OtherCostOrOtherBasisAmt |
| Depreciation | $873,393 | DepreciationAmt |
| Book Value | $33,378 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $247,100 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,624,238 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private equities | $1,388,619 | F |
| Alternative investments | $39,558 | F |
| Beneficial interest in a Trust | $1,622,138 | F |
| Corporate and government bonds | $965,447 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,015,762 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable remainder unitrust payable | Desc |
| Amt | $87,934 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $87,934 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $645,521 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,530,770 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $42,344 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,459 | OtherRevenueAmt |
| Revenue Not Reported | -$3,485,967 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,131,488 | RevenueSubtotalAmt |
| Other Revenues Not Included | $392,896 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $392,896 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,524,384 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,242,037 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $42,344 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,459 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $44,803 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,197,234 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,197,234 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | In accordance with SFAS 116, the Society has elected not to report collection items in its Statement of Financial Position or Statement of Activities. Collection items acquired either through purchase or donation are not capitalized. Purchases of collection items are recorded as a decrease in unrestricted net assets if purchased with unrestricted assets and as decreases in temporarily restricted or permanently restricted net assets if purchase with donor-restricted assets. Contributions of collection items are not recognized in the Statement of Activities. The Society has a policy that requires net proceeds realized from the sale or transfer of deaccessioned objects will be used only for acquisition and conservation of collections. The Society's collections include books, manuscripts, photographs, research materials and objects relating to the history of New Hampshire. These collections have been acquired by donation, bequests, and purchases. Collection items are acquired or conserved based on the Society's long-range plans for collections development. Collections are made available for scholarly use by the public and maintained under appropriate security and preservation conditions. |
| Part III, Line 4: | The Society's collections include books, manuscripts, photographs, research materials, and objects relating to the history of New Hampshire. These collections have been acquired by donation, bequests, and purchases. Collection items are acquired or conserved based on the Society's long-range plans for collections development. Collections are made available for scholarly use by the public and maintained under appropriate security and preservation conditions. |
| Part V, Line 4: | The Society adheres to the Other Presentation Matters section of the Presentation of Financial Statements for Not-for-Profit Organizations topic of ASC 958-205-45. ASC 958-205-45 provides guidance on the net asset classification of donor-restricted endowment funds for a nonprofit organization that is subject to an enacted version of the Uniform Prudent Management of Institutional Funds Act (UPMIFA). ASC 958-205-45 also requires additional disclosures about an organization's endowment funds (both donor-restricted endowment funds and board-designated endowment funds) whether or not the organization is subject to UPMIFA. The Board of Trustees of the Society has interpreted UPMIFA as allowing the Society to appropriate for expenditure or accumulate so much of an endowment fund as the Society determines is prudent for the uses, benefits, purposes and duration for which the endowment fund is established, subject to the intent of the donor as expressed in the gift instrument. The Society's endowment funds consist of both donor-restricted endowments and unrestricted, board designated net assets. Accordingly, income from the Organization's endowment funds consists of revenue streams that are both available for general expenditure, as well as other revenues that are purpose, use, and/or term restricted. The restriction imposed on income from the endowments depends on the underlying funds that such revenue is generated from, and any applicable restrictions imposed on those investments. As part of the Society's liquidity management, it has a policy to structure its financial assets to be available as its general expenditures, liabilities, and other obligations come due. In addition, the Society has board designated endowment of $9,490,526. Although the Society does not intend to spend from its board designated endowment other than amounts appropriated for general expenditure as part of its annual budget approval and appropriation process, amounts from the board designated endowment could be made available if necessary. In accordance with UPMIFA, the Society considers the following factors in making a determination to appropriate or accumulate donor-restricted endowment funds: (1) the duration and preservation of the various funds, (2) the purposes of the donor-restricted endowment funds, (3) general economic conditions, (4) the possible effect of inflation and deflation, (5) the expected total return from income and the appreciation of investments, (6) other resources of the Society, and (7) the investment policies of the Society. The majority of the Society's designated funds for endowment are to be used for: general operations; museum acquisitions and conservation; library acquisitions and conservation; publications; educational programs and services; and building improvements and repairs. |
| Part X, Line 2: | The Society is a not-for-profit organization exempt under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation; however, certain unrelated business income is subject to federal taxation. For the year ended September 30, 2022, there was no liability for a tax on unrelated business income. The Society has adopted the provisions of ASC 740, Accounting for Uncertainty in Income Taxes. Accordingly, management has evaluated the Society's tax positions and concluded the Society had maintained its tax-exempt status, does not have any significant unrelated business income and had taken no uncertain tax positions that require adjustment or disclosure in the financial statements. With few exceptions, the Society is no longer subject to income tax examinations by the U.S. Federal or State tax authorities for years before 2019. |
| Part XI, Line 2d - Other Adjustments: | Museum store cost of goods sold 2,459. |
| Part XI, Line 4b - Other Adjustments: | Change in present value of charitable remainder unitrust 5,031. Change in value of beneficial interest in a trust 387,865. |
| Part XII, Line 2d - Other Adjustments: | Museum store cost of goods sold 2,459. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Foreign investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,389,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,389,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,389,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Accounting Method: | |
| Schedule F, Part IV, Line 3: | The Organization held an interest in a Cayman Islands exempted company during the tax year covered by this tax return. The Organization did not hold an adequate controlling interest to require filing Form 5471, and the Organization did not make any transfers to the foreign entity during this tax year. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Dunlap | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $147,661 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $483 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,407 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $155,551 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Dunlap | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | President & CEO | RelationshipDescriptionTxt |
| Transaction | The Society maintains a banking relationship with Merrimack County Savings Bank, for which William Dunlap, the President of the Society, is the Chair of the Bank's Board of Directors. The banking relationship includes asset accounts equaling $1,084,184 and $374,711 at September 30 2022 and 2021, respectively, and transactions within these accounts exceeded $10,000 for this tax year (an exact figure for all transactions cannot be stated due to daily account activity and balance changes). There were no liability accounts at September 30, 2022 and 2021. All transactions with the Bank are at fair market value for fiscal year ended 9/30/2022. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $191,301 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Gift Date FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 33: | FormAndLineReferenceDesc |
| Explanation | In accordance with SFAS 116, the Society has elected not to report collection items in its Statement of Financial Position or Statement of Activities. Collection items acquired either through purchase or donation are not capitalized. Purchases of collection items are recorded as a decrease in unrestricted net assets if purchased with unrestricted assets and as decreases in temporarily restricted or permanently restricted net assets if purchase with donor-restricted assets. Contributions of collection items are not recognized in the Statement of Activities. The Society has a policy that requires net proceeds realized from the sale or transfer of deaccessioned objects will be used only for acquisition and conservation of collections. The Society's collections include books, manuscripts, photographs, research materials and objects relating to the history of New Hampshire. These collections have been acquired by donation, bequests, and purchases. Collection items are acquired or conserved based on the Society's long-range plans for collections development. Collections are made available for Scholarly use by the public and maintained under appropriate security and preservation conditions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Membership Categories: the Society shall consist of individual, couple, family, life, business, and institutional members in good standings by virtue of their having paid their dues and such other categories of membership as may from time to time be established by the Board of Trustees, including complimentary members who are not required to pay any dues. Qualifications: membership shall be open to all of the above who are interested in furthering the purposes and work of the Society, to be effective upon payment of designated dues, and shall be valid for one year from the date of payment. Rights and Privileges of Membership: only those members of all categories that have paid their dues and are in good standing shall be entitled to vote, one vote per member, at all meetings of the members, and to the full privileges of membership in the Society, as determined from time to time by, and subject to such regulations as may be prescribed by, the Board of Trustees. Voting is limited to persons eighteen (18) years of age or older. Voting may be exercised in person or by proxy as determined by the Trustees, in which event proxies shall be counted for the purpose of determining a quorum. Dues: the Board of Trustees shall from time to time determine the amount of annual dues payable by members of each category. When any member shall become delinquent in the payment of dues, his or her membership shall terminate and he or she shall no longer be a member in good standing. |
| Form 990, Part VI, Section A, line 7a | The Members vote to elect members of the Board of Trustees at the annual meeting. Members do not vote to elect Officers of the Board; Officers are elected by the Board itself. Additionally, it is the Organization's Board of Trustees, as elected by the Members, that shall establish all Society policies, plans, programs, budgets, and expenses; the Members themselves do not engage in these governance decisions. |
| Form 990, Part VI, Section B, line 11b | The Organization engages an independent public accounting firm to prepare its Form 990 on its behalf. The completed Form 990 is presented by the engaged accountants to the applicable officers and to the full Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | Trustees having a real or apparent conflict of interest in any matter before the Board must disclose the possible conflict and exclude themselves from the discussion and/or the vote on the matter in question. Trustees having an interest in a proposed pecuniary benefit transaction with the Society that is brought before the Board shall have an affirmative obligation to disclose such interest and shall be prohibited from being present during or participating in the discussion on the subject or voting thereon. The Board shall authorize the Society to enter into such transactions only in accordance with the applicable provisions of RSA 7:19-A. |
| Form 990, Part VI, Section B, line 15 | The Executive and Compensation Committees of the Society strive to ensure that the process for determining the compensation and benefits offered to the top officials and executives of the New Hampshire Historical Society is efficient, effective, and ultimately serves the public and furthers the Society's mission. The Institution adheres to good governance practices in establishing executive compensation. The Executive Committee serves as the Compensation Committee of the Society and makes recommendations to the full Board of Trustees in matters of the President's terms of employment, including compensation and benefits. The compensation and benefits of the President are set forth in either a written compensation and benefits term sheet, or in a formal written employment agreement executed between the Society and the President. The Executive Committee will submit the recommended compensation term sheet or formal employment agreement with the President to the Board of Trustees for discussion and action. The Board and Executive Committee discuss the matter during a portion of the board meeting when the President is excused from the meeting and not present. The term sheet or formal agreement with the President must be approved by a majority vote of the Board of Trustees present at a duly called and held Board of Trustees meeting where the required quorum of Directors is present to conduct a meeting. Comparisons of public data on compensation are used and documented in determining the President's compensation, as well as facts and circumstances relating to the past performance of the President. The President's compensation package is reviewed regularly by the Board of Trustees. The President of the Society is responsible for all administrative details and for the implementation of policies, programs, and long range objectives approved by the Board of Trustees, including compensation and benefits offered to officers and senior managers. The President exercises full supervision and management of all personnel, assigns duties, and so forth within the policies approved by the Board. Compensation for senior managers is determined through a due diligence process that the President employs based upon the comparisons of public data, particularly the published wage scales of the New England Museum Association, past performance, and the ambitious goals stated in senior managers' annual work plan objectives. Overall compensation is reviewed by the Finance Committee and a recommendation is made to the Board of Trustees for their approval as part of the annual budget process. |
| Form 990, Part VI, Section C, line 19 | The Society's audited financial statements are available on the Society's website, or by appointment at the library. The governing documents and conflict of interest policy are available by appointment at the Society's library in Concord, NH. |
| Form 990, Part IX, line 11g | Maintenance service contracts: Program service expenses 44,342. Management and general expenses 10,606. Fundraising expenses 2,816. Total expenses 57,764. Admin and Comm. Support: Program service expenses 148,138. Management and general expenses 14,974. Fundraising expenses 9,408. Total expenses 172,520. Facilities contract services: Program service expenses 48,958. Management and general expenses 11,710. Fundraising expenses 3,109. Total expenses 63,777. Library catalog contract: Program service expenses 3,915. Management and general expenses 936. Fundraising expenses 249. Total expenses 5,100. |
| Form 990, Part XI, line 9: | Change in present value of charitable remainder unitrust -5,031. Change in value of beneficial interest in a trust -387,865. |
| Form 990, Part XII, Line 2c: | The audit process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Income and distributions for beneficiaries | PrimaryActivitiesTxt |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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