ORLEANS HISTORICAL SOCIETY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ORLEANS HISTORICAL SOCIETY (EIN 04-6168175)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-26
- IRS object ID
- 202342699349300239
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-26T14:27:34-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841894608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDERS WALSH & EATON CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX F | AddressLine1Txt |
| City | OSTERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046168175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORLEANS HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORLE | BusinessNameControlTxt |
| Phone | 5082401329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 353 | AddressLine1Txt |
| City | ORLEANS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRISTINA HARTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5082553315 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRISTINA | PersonFirstNm |
| Person Last | HARTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH F MCGEE CPA | PreparerPersonNm |
| PTIN | P01584870 | PTIN |
| Phone | 5084280790 | PhoneNum |
| Preparation | 2023-05-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CRISTINA HARTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 LOBSTER LANE | AddressLine1Txt |
| City | ORLEANS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $93,783 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORLEANSHISTORICALSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Activity Or Mission | THE COLLECTION AND PRESERVATION OF HISTORICAL ARTIFACTS RELATING TO THE TOWN OF ORLEANS, MA 02653. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $396,161 | PYContributionsGrantsAmt |
| CY Contributions Grants | $58,103 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,994 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,918 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,067 | PYOtherRevenueAmt |
| CY Other Revenue | $14,985 | CYOtherRevenueAmt |
| PY Total Revenue | $480,222 | PYTotalRevenueAmt |
| CY Total Revenue | $82,006 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $79,382 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,221 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,028 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $117,707 | PYOtherExpensesAmt |
| CY Other Expenses | $166,538 | CYOtherExpensesAmt |
| PY Total Expenses | $197,089 | PYTotalExpensesAmt |
| CY Total Expenses | $195,759 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $283,133 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$113,753 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,633,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,465,525 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,475 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,297 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,548,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,378,228 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE COLLECTION AND PRESERVATION OF HISTORICAL ARTIFACTS RELATING TO THE TOWN OF ORLEANS, MA 02653. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $123,716 | ExpenseAmt |
| Desc | VARIOUS HISTORIC PRESERVATION PROGRAMS FUNDED BY THE COMMUNITY PRESERVATION ACT AND PUBLIC SUPPORT FROM LOCAL BUSINESSES AND RESIDENTS OF THE TOWN OF ORLEANS, MASSACHUSETTS. | Desc |
| Total Program Service Expenses | $123,716 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRISTINA HARTER | PersonNm |
| Phone | 5082401329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 LOBSTER LANE | AddressLine1Txt |
| City | ORLEANS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| JOHN C STRADAL | |||||
| BOARD CHAIR | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRISTINA HARTER | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM WIBEL | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD BESCIAK | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KENNETH FEARN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KEVIN RITA | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ERIKA SMITH | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| BONNIE SNOW | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| CATHERINE STEVENS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KARA YUEN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ROBERT ZAVORSKAS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $7,564 | MembershipDuesAmt |
| Government Grants | $8,942 | GovernmentGrantsAmt |
| All Other Contributions | $41,597 | AllOtherContributionsAmt |
| Total Contributions | $58,103 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,078 | TotalRevenueColumnAmt |
| Exclusion | $10,078 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,806 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,806 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,806 | TotalRevenueColumnAmt |
| Exclusion | $3,806 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,826 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,986 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,160 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,160 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,702 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,702 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,268 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,791 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,477 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,006 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,317 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $13,884 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,934 | TotalAmt |
| Management And General | $22,737 | ManagementAndGeneralAmt |
| Fundraising | $1,197 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,287 | TotalAmt |
| Management And General | $5,023 | ManagementAndGeneralAmt |
| Fundraising | $264 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,042 | TotalAmt |
| Program Services | $6,434 | ProgramServicesAmt |
| Management And General | $1,206 | ManagementAndGeneralAmt |
| Fundraising | $402 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,155 | TotalAmt |
| Program Services | $13,724 | ProgramServicesAmt |
| Management And General | $2,573 | ManagementAndGeneralAmt |
| Fundraising | $858 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,976 | TotalAmt |
| Program Services | $160 | ProgramServicesAmt |
| Management And General | $3,806 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,917 | TotalAmt |
| Program Services | $1,438 | ProgramServicesAmt |
| Management And General | $383 | ManagementAndGeneralAmt |
| Fundraising | $96 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,975 | TotalAmt |
| Program Services | $4,779 | ProgramServicesAmt |
| Management And General | $897 | ManagementAndGeneralAmt |
| Fundraising | $299 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,686 | TotalAmt |
| Program Services | $16,686 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,064 | TotalAmt |
| Program Services | $17,301 | ProgramServicesAmt |
| Management And General | $14,012 | ManagementAndGeneralAmt |
| Fundraising | $751 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,011 | TotalAmt |
| Program Services | $15,208 | ProgramServicesAmt |
| Management And General | $2,852 | ManagementAndGeneralAmt |
| Fundraising | $951 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIR & MAINTENANCE | $44,007 | $33,006 | $8,801 | $2,200 |
| EXHIBIT EXPENSES | $6,679 | $6,679 | ||
| PROGRAM EXPENSES:CONCERTS | $4,700 | $4,700 | ||
| TAXES & LICENSES | $2,725 | $2,725 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,601 | TotalAmt |
| Program Services | $3,601 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,759 | TotalAmt |
| Program Services | $123,716 | ProgramServicesAmt |
| Management And General | $65,015 | ManagementAndGeneralAmt |
| Fundraising | $7,028 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,449 | BOYAmt |
| EOY | $54,525 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,987 | BOYAmt |
| EOY | $54,624 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,000 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,008 | BOYAmt |
| EOY | $16,293 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,020,661 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $76,293 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,432 | BOYAmt |
| EOY | $944,368 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,519 | BOYAmt |
| EOY | $394,715 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,633,395 | BOYAmt |
| EOY | $1,465,525 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,647 | BOYAmt |
| EOY | $11,097 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,828 | BOYAmt |
| EOY | $76,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,475 | BOYAmt |
| EOY | $87,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,522,026 | BOYAmt |
| EOY | $1,362,999 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,894 | BOYAmt |
| EOY | $15,229 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,920 | BOYAmt |
| EOY | $1,378,228 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,633,395 | BOYAmt |
| EOY | $1,465,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$113,753 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$56,939 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $331,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $165,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $396,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,103 | CurrentTaxYearAmt |
| Total | $1,316,041 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $331,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $165,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $396,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,103 | CurrentTaxYearAmt |
| Total | $1,316,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,990 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,311,051 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,884 | CurrentTaxYearAmt |
| Total | $129,686 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,445,727 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $87,779 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85990 | 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) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $446,519 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$51,804 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $394,715 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $522,625 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $60,900 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$137,006 | OtherExpendituresAmt |
| End Year Balance | $446,519 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $501,414 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $42,961 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$21,750 | OtherExpendituresAmt |
| End Year Balance | $522,625 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,700 | OtherCostOrOtherBasisAmt |
| Book Value | $2,700 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $945,005 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,649 | DepreciationAmt |
| Book Value | $902,356 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,481 | DepreciationAmt |
| Book Value | $7,482 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,993 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,163 | DepreciationAmt |
| Book Value | $31,830 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $944,368 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $25,067 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$56,939 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$56,939 | RevenueNotReportedAmt |
| Revenue Subtotal | $82,006 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $82,006 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $195,759 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $195,759 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $195,759 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | QUASI-ENDOWMENT FUND, PRIMARILY FOR LONG-TERM INVESTING TO SUPPORT GENERAL ACTIVITIES OF THE SOCIETY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERS PAY A FEE (ANNUALLY) EACH YEAR, TO HELP OFFSET THE COST TO OPERATE THE SOCIETY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A FULL COPY OF FORM 990/990 SCH A & O AS WELL AS FORM MASS PC ARE PROVIDED TO THE OFFICERS & DIRECTORS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | DIRECTORS APPROVED A CONFLICT OF INTEREST POLICY, AND EACH DIRECTOR SIGNS AN ANNUAL STATEMENT FOR DIRECTORS REGARDING COMPLIANCE WITH THE POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | ALL COMPENSATION PAYMENTS ARE APPROVED BY THE BOARD OF DIRECTORS PRIOR TO ANY PAYMENTS, EFFECTIVE 1/1/2015. |
| FORM 990, PAGE 6, PART VI, LINE 15B | ALL COMPENSATION PAYMENTS ARE APPROVED BY THE BOARD OF DIRECTORS PRIOR TO ANY PAYMENTS, EFFECTIVE 1/1/2015. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL ORGANIZATIONAL DOCUMENTS ARE OPEN TO THE GENERAL PUBLIC UPON REQUEST AS WELL AS THE ANNUAL FORMS FEDERAL 990/SCH A & O AND MASS PC. |
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