WORCESTER NATURAL HISTORY SOCIETY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WORCESTER NATURAL HISTORY SOCIETY (EIN 04-2105868)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349304146
- 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 | 2023-11-07T19:39:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 290 W MT PLEASANT AVENUE 3310 | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | 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 | 042105868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WORCESTER NATURAL HISTORY SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORC | BusinessNameControlTxt |
| Phone | 5089292700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HARRINGTON WAY | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOREEN SMITH | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5089292700 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NOREEN | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA VUKSIC | PreparerPersonNm |
| PTIN | P00360739 | PTIN |
| Phone | 9732180500 | PhoneNum |
| Preparation | 2023-11-07 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ECOTARIUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NOREEN SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HARRINGTON WAY | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,855,996 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECOTARIUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1825 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE ECOTARIUM'S MISSION IS TO INSPIRE A PASSION FOR SCIENCE AND NATURE AMONG ALL MEMBERS OF THE COMMUNITY THROUGH ONE-OF-A-KIND EXPERIENCES, INTERACTIVE EXHIBITS, AND ACCESSIBLE PROGRAMMING. AS NEW ENGLAND'S LEADING SCIENCE AND NATURE CENTER, OUR VISION IS TO BE AN INNOVATIVE LEADER IN EXPERIENTIAL, COMMUNITY-CENTERED, SCIENCE LEARNING. THE ECOTARIUM IS WIDELY RECOGNIZED FOR INNOVATIVE, INTERACTIVE EXHIBITS AND PROGRAMMING FOR FAMILIES WITH CHILDREN AND SCHOOL GROUPS, AND FOR AN EXCEPTIONAL GUEST EXPERIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 113 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,775,120 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,697,666 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $454,557 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,413,686 | CYProgramServiceRevenueAmt |
| PY Investment Income | $830,706 | PYInvestmentIncomeAmt |
| CY Investment Income | $260,679 | CYInvestmentIncomeAmt |
| PY Other Revenue | $111,412 | PYOtherRevenueAmt |
| CY Other Revenue | $194,734 | CYOtherRevenueAmt |
| PY Total Revenue | $5,171,795 | PYTotalRevenueAmt |
| CY Total Revenue | $5,566,765 | 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 | $1,756,154 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,401,615 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $878,831 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,768,948 | PYOtherExpensesAmt |
| CY Other Expenses | $2,793,740 | CYOtherExpensesAmt |
| PY Total Expenses | $4,525,102 | PYTotalExpensesAmt |
| CY Total Expenses | $5,195,355 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $646,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $371,410 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,778,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,458,004 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,537,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,347,279 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,240,715 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,110,725 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ECOTARIUM'S MISSION IS TO INSPIRE A PASSION FOR SCIENCE AND NATURE AMONG ALL MEMBERS OF THE COMMUNITY THROUGH ONE-OF-A-KIND EXPERIENCES, INTERACTIVE EXHIBITS, AND ACCESSIBLE PROGRAMMING. AS NEW ENGLAND'S LEADING SCIENCE AND NATURE CENTER, OUR VISION IS TO BE AN INNOVATIVE LEADER IN EXPERIENTIAL, COMMUNITY-CENTERED, SCIENCE LEARNING. THE ECOTARIUM IS WIDELY RECOGNIZED FOR INNOVATIVE, INTERACTIVE EXHIBITS AND PROGRAMMING FOR FAMILIES WITH CHILDREN AND SCHOOL GROUPS, AND FOR AN EXCEPTIONAL GUEST EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,216,477 | ExpenseAmt |
| Revenue | $979,048 | RevenueAmt |
| Desc | EXHIBITS & COLLECTIONS: VISITS TO THE ECOTARIUM ARE EDUCATIONAL AND FUN. IN 2022, 112,521 VISITORS EXPLORED 45 ACRES OF OUTDOOR EXHIBITS, NATURE EXPLORE PLAYGROUND, AND WILDLIFE ZOOLOGICAL PARK HABITATS; 34,178 GUESTS RODE THE OPEN-AIR REPLICA 1863 C.P. HUNTINGTON STEAM LOCOMOTIVE. INSIDE THE MUSEUM, GUESTS ENJOYED THREE LEVELS OF EXHIBITS, INCLUDING MOUNT WASHINGTON, CITYSCIENCE, AFRICAN COMMUNITIES, ANIMALS AND TRAVELING EXHIBITS. 8,825 GUESTS PARTICIPATED IN FREE, DAILY, EDUCATOR-LED, MUSEUM EDUCATION PROGRAMS, INCLUDING, SCIENCE DISCOVERY, EARLY LEARNING, ANIMAL DISCOVERY, AFTERNOON ASTRONOMY, AND COLLECTION CONNECTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $825,958 | ExpenseAmt |
| Revenue | $434,638 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS: IN 2022 THE ECOTARIUM'S EDUCATIONAL PROGRAMMING INSIDE THE MUSEUM AND IN THE COMMUNITY AT PUBLIC SCHOOLS AND YOUTH-SERVING AGENCIES PROVIDED IN-PERSON EDUCATION AT THE MUSEUM FOR 5,334 YOUTH AND ADULTS, AS WELL AS, TRAVELING PROGRAMS IN THE COMMUNITY AND SCHOOLS FOR 3,320 YOUTH AND ADULTS. THE ECOTARIUM OFFERS INTERACTIVE, HANDS-ON, EDUCATOR-LED PROGRAMS THAT ALIGN WITH MASSACHUSETTS CURRICULUM FRAMEWORKS FOR PRE-K TO 12, AS WELL AS HOSTED BIRTHDAY PARTIES WITH FUN, EDUCATIONAL COMPONENTS. SINCE 1885, THE ECOTARIUM HAS OFFERED SEASONAL SCIENCE AND NATURE DAY CAMPS FOR CHILDREN DURING VACATIONS AND SUMMER. IN 2022, CAMP PROGRAMS SERVED 679 CAMPERS DURING VACATIONS AND SUMMER CAMPS. IN 2022 THE ALDEN DIGITAL PLANETARIUM'S 1.6 MILLION RENOVATION AND UPGRADE WAS COMPLETED AND REOPENED IN MAY. 13,950 PEOPLE ENJOYED PLANETARIUM SHOWS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $527,524 | ExpenseAmt |
| Revenue | $188,755 | RevenueAmt |
| Desc | GUEST SERVICES: THE ECOTARIUM OFFERS A VARIETY OF VISITOR SERVICES, INCLUDING, SPECIAL ACTIVITIES, HOSTED SPECIAL YEAR-ROUND, SEASONAL COMMUNITY EVENTS, PURCHASES FROM OUR MUSEUM SHOP, SEASONAL FOOD SERVICE AND FOOD VENDING MACHINES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $479,895 | ExpenseAmt |
| Revenue | $811 | RevenueAmt |
| Desc | WILDLIFE: THE ECOTARIUM'S OUTDOOR ZOOLOGICAL PARK IS HOME TO NATIVE, NON-RELEASABLE, NEW ENGLAND WILDLIFE, MOST OF WHICH COULD NOT SURVIVE IN THE WILD DUE TO INJURY, ILLNESS, IMPRINTING, ORPHAN STATUS, OR CAPTIVE BIRTH. INSIDE THE MUSEUM, AMBASSADOR ANIMALS REPRESENT NEW ENGLAND AND EXOTIC SPECIES FROM AROUND THE WORLD. ZOO-TO-YOU PROGRAMS FACILITATED BY ZOOLOGICAL AND EDUCATION DEPARTMENTS AIM TO NURTURE A GREATER CONNECTION TO AND UNDERSTANDING OF SPECIES LOCATED IN NEW ENGLAND WHILE PROVIDING EDUCATIONAL AND ENTERTAINING ENCOUNTERS WITH RESIDENT ANIMALS. THE ECOTARIUM DEMONSTRATES LEADERSHIP IN ANIMAL WELFARE, ENRICHMENT, AND TRAINING PROGRAMS. REGULAR ANIMAL PROGRAMMING INCLUDES BOTH INFORMAL AND FORMAL, VIRTUAL AND IN-PERSON, ZOO-THEMED CAMP PROGRAMMING, BIRTHDAY PARTIES AND BEHIND THE SCENES TOURS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $479,895 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $811 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,049,854 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 90 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOREEN SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5089292700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HARRINGTON WAY | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SHERRI PITCHER | ||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SEAN MAHONEY | ||||||
| CO-VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN MCINNES | ||||||
| CO-VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID P MCMANUS | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN NAVA-WHITEHEAD | ||||||
| CLERK/SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH BARTULIS | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| WHITNEY BEALS | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA BEATON | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID FIELDS | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C MACOMBER | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| NAUREEN MERAJ | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND L QUINLAN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SULLIVAN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC TORKORNOO | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DR FLORINA S TSENG | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID K WOODBURY | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| AIMEE PEACOCK | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES M LANG | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT H MCLAREN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| NOREEN SMITH | ||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $162,074 | $0 | $7,224 | |
| KERRY CASTORANO | ||||||
| VP OF INSTITUTIONAL ADVANCEMENT | 40.00 | Yes (X) | $113,026 | $0 | $4,682 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $275,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,906 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON ST | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | OUTSOURCED ACCOUNTING | ServicesDesc |
| Compensation | $174,501 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $300,227 | MembershipDuesAmt |
| Fundraising | $111,655 | FundraisingAmt |
| Government Grants | $1,333,951 | GovernmentGrantsAmt |
| All Other Contributions | $1,951,833 | AllOtherContributionsAmt |
| Total Contributions | $3,697,666 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 611710 | $790,561 | $790,561 |
| PROGRAM FEES | 611710 | $623,125 | $623,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,413,686 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,696 | TotalRevenueColumnAmt |
| Exclusion | $215,696 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $90,779 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $90,779 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,779 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,735 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $37,044 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,197,232 | SecuritiesAmt |
| Other | $3,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,155,749 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,483 | SecuritiesAmt |
| Other | $3,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,983 | TotalRevenueColumnAmt |
| Exclusion | $44,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $111,655 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $31,876 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,876 | TotalRevenueColumnAmt |
| Exclusion | -$31,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $234,237 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $101,606 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $132,631 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $3,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,200 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,200 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,566,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,603,252 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $265,847 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,100 | TotalAmt |
| Program Services | $148,352 | ProgramServicesAmt |
| Management And General | $76,225 | ManagementAndGeneralAmt |
| Fundraising | $50,523 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795,834 | TotalAmt |
| Program Services | $968,435 | ProgramServicesAmt |
| Management And General | $497,589 | ManagementAndGeneralAmt |
| Fundraising | $329,810 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,825 | TotalAmt |
| Program Services | $1,492 | ProgramServicesAmt |
| Management And General | $802 | ManagementAndGeneralAmt |
| Fundraising | $531 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,617 | TotalAmt |
| Program Services | $89,102 | ProgramServicesAmt |
| Management And General | $47,934 | ManagementAndGeneralAmt |
| Fundraising | $30,581 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,239 | TotalAmt |
| Program Services | $85,991 | ProgramServicesAmt |
| Management And General | $44,650 | ManagementAndGeneralAmt |
| Fundraising | $29,598 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,484 | TotalAmt |
| Management And General | $40,140 | ManagementAndGeneralAmt |
| Fundraising | $4,344 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,543 | TotalAmt |
| Management And General | $216,543 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,500 | TotalAmt |
| Management And General | $27,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,530 | TotalAmt |
| Program Services | $12,452 | ProgramServicesAmt |
| Management And General | $31,028 | ManagementAndGeneralAmt |
| Fundraising | $244,050 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,564 | TotalAmt |
| Management And General | $1,660 | ManagementAndGeneralAmt |
| Fundraising | $23,904 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,062 | TotalAmt |
| Program Services | $118,536 | ProgramServicesAmt |
| Management And General | $86,764 | ManagementAndGeneralAmt |
| Fundraising | $82,762 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,821 | TotalAmt |
| Program Services | $294,364 | ProgramServicesAmt |
| Management And General | $26,175 | ManagementAndGeneralAmt |
| Fundraising | $12,282 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,360 | TotalAmt |
| Program Services | $8,876 | ProgramServicesAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
| Fundraising | $301 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,381 | TotalAmt |
| Program Services | $348 | ProgramServicesAmt |
| Management And General | $24,033 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,523 | TotalAmt |
| Program Services | $1,057,070 | ProgramServicesAmt |
| Management And General | $82,217 | ManagementAndGeneralAmt |
| Fundraising | $35,236 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,234 | TotalAmt |
| Program Services | $91,352 | ProgramServicesAmt |
| Management And General | $58,741 | ManagementAndGeneralAmt |
| Fundraising | $29,141 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM MATERIALS AND S | $155,367 | $154,389 | $23 | $955 |
| OTHER EXPENSES | $25,871 | $19,095 | $1,963 | $4,813 |
| BAD DEBT | $2,500 | $2,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,195,355 | TotalAmt |
| Program Services | $3,049,854 | ProgramServicesAmt |
| Management And General | $1,266,670 | ManagementAndGeneralAmt |
| Fundraising | $878,831 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572,815 | BOYAmt |
| EOY | $278,632 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,162 | BOYAmt |
| EOY | $158,357 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,175 | BOYAmt |
| EOY | $679,607 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,840 | BOYAmt |
| EOY | $29,759 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,456 | BOYAmt |
| EOY | $58,571 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,328 | BOYAmt |
| EOY | $172,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,043,869 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,453,809 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,519,719 | BOYAmt |
| EOY | $9,590,060 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,842,962 | BOYAmt |
| EOY | $9,305,434 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,722,555 | BOYAmt |
| EOY | $1,185,214 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,778,012 | BOYAmt |
| EOY | $21,458,004 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,093 | BOYAmt |
| EOY | $314,708 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,889 | BOYAmt |
| EOY | $290,485 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,178 | BOYAmt |
| EOY | $738,998 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,112 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,025 | BOYAmt |
| EOY | $3,088 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,537,297 | BOYAmt |
| EOY | $1,347,279 | 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 | $10,135,188 | BOYAmt |
| EOY | $10,775,379 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,105,527 | BOYAmt |
| EOY | $9,335,346 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,240,715 | BOYAmt |
| EOY | $20,110,725 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,778,012 | BOYAmt |
| EOY | $21,458,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $371,410 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,501,400 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $1,282,748 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,713,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,153,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,775,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,697,666 | CurrentTaxYearAmt |
| Total | $11,621,935 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,282,748 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,713,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,153,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,775,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,697,666 | CurrentTaxYearAmt |
| Total | $11,621,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $484,500 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,137,435 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $207,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $447,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $269,431 | CurrentTaxYearAmt |
| Total | $1,428,613 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$7,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,244 | CurrentTaxYearAmt |
| Total | $224,458 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,275,006 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,154,039 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80860 | 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,952,962 | BeginningYearBalanceAmt |
| Contributions | $781,520 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,946,892 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $300,000 | OtherExpendituresAmt |
| Administrative Expenses | $62,156 | AdministrativeExpensesAmt |
| End Year Balance | $9,425,434 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,063,672 | BeginningYearBalanceAmt |
| Contributions | $124,287 | ContributionsAmt |
| Investment Earnings Or Losses | $1,221,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $450,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,022 | AdministrativeExpensesAmt |
| End Year Balance | $10,952,962 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,922,322 | BeginningYearBalanceAmt |
| Contributions | $5,159 | ContributionsAmt |
| Investment Earnings Or Losses | $517,356 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,370,000 | OtherExpendituresAmt |
| Administrative Expenses | $11,165 | AdministrativeExpensesAmt |
| End Year Balance | $10,063,672 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,007,216 | BeginningYearBalanceAmt |
| Contributions | $6,472 | ContributionsAmt |
| Investment Earnings Or Losses | $2,128,634 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,220,000 | OtherExpendituresAmt |
| End Year Balance | $10,922,322 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,719,669 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,005,382 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $827,500 | OtherExpendituresAmt |
| Administrative Expenses | $879,571 | AdministrativeExpensesAmt |
| End Year Balance | $10,007,216 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $800,263 | OtherCostOrOtherBasisAmt |
| Book Value | $800,263 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,072,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,543,497 | DepreciationAmt |
| Book Value | $3,529,136 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $490,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $420,113 | DepreciationAmt |
| Book Value | $70,581 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,680,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,490,199 | DepreciationAmt |
| Book Value | $5,190,080 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,590,060 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST | $951,848 |
| ERC RECEIVABLE | $168,356 |
| SECURITY DEPOSIT | $2,500 |
| UNEMPLOYMENT RESERVE | $62,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,185,214 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED GRANT REVENUE | Desc |
| Amt | $3,088 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,088 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,171,347 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,501,400 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $133,482 | OtherRevenueAmt |
| Revenue Not Reported | -$2,367,918 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,539,265 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,500 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,500 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,566,765 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,301,337 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $133,482 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $133,482 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,167,855 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,500 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $27,500 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,195,355 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ECOTARIUM MAINTAINS A COLLECTION OF MINERALS AND PRESERVED PLANTS AND ANIMALS FOR PUBLIC EXHIBITION AND A RESOURCE FOR SCIENTIFIC STUDY. |
| PART V, LINE 4: | THE ECOTARIUM'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. AS REQUIRED BY U.S. GAAP, THE ECOTARIUM CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS CARRYING A PERPETUAL RESTRICTION IS CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ECOTARIUM IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, THE ECOTARIUM CAN CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: THE DURATION AND PRESERVATION OF THE FUND; THE PURPOSES OF THE ECOTARIUM AND THE DONOR-RESTRICTED ENDOWMENT FUND; GENERAL ECONOMIC CONDITIONS; THE POSSIBLE EFFECT OF INFLATION AND DEFLATION; THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; OTHER RESOURCES OF THE ECOTARIUM; AND THE INVESTMENT POLICIES OF THE ECOTARIUM. THE ECOTARIUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS BOARD-DESIGNATED AND OTHER ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT MEET OR EXCEED THE PRICE AND YIELD RESULTS OF THE RELEVANT EQUITY AND BOND INDEXES WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. THE ECOTARIUM TARGETS ITS ENDOWMENT FUNDS, OVER TIME, TO PROVIDE AN AVERAGE RATE OF RETURN OF APPROXIMATELY 5% OVER THE CONSUMER PRICE INDEX (CPI), ANNUALLY. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ECOTARIUM RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE ECOTARIUM NORMALLY INVESTS IN INSTITUTIONAL MUTUAL FUNDS THAT TARGET A DIVERSIFIED ASSET MIX THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONGTERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE ECOTARIUM HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4% - 4.5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR TWELVE QUARTERS THROUGH THE END OF THE THIRD QUARTER PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE ECOTARIUM CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THE APPROPRIATION IS FIRST DEDUCTED FROM APPRECIATION ON DONOR RESTRICTED ENDOWMENT FUNDS, AND THEN TAKEN FROM BOARD DESIGNATED FUNDS, IF NECESSARY. THIS IS CONSISTENT WITH THE ECOTARIUM'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS BOARD-DESIGNATED ENDOWMENT. IN 2022 & 2021 THE ECOTARIUM APPROPRIATED $300,000 AND $400,000 RESPECTIVELY, FROM THE ENDOWMENT IN ACCORDANCE WITH THE SPENDING POLICY. |
| PART X, LINE 2: | THE ECOTARIUM IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ECOTARIUM IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY. THE ECOTARIUM FILES INFORMATIONAL TAX RETURNS AS REQUIRED BY THE IRC. THE ECOTARIUM ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THIS TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT DECEMBER 31, 2022 AND 2021, MANAGEMENT BELIEVES THAT THE ECOTARIUM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 31,876. COST OF GOODS SOLD 101,606. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 31,876. COST OF GOODS SOLD 101,606. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | A NIGHT AT THE MUSEUM | Event1Nm |
| Gross Receipts Event1 | $111,655 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $111,655 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $3,610 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,266 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $111,655 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $111,655 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $3,610 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,266 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $31,876 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$31,876 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | NOREEN SMITH | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $162,074 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,224 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $169,298 | 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 (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| AAFCPAS | |||
| DAVE MCMANUS IS TREASURER AT ECOTARIUM/ WORKS AT AAFCPAS | $174,501 | OUTSOURCED FINANCE | 0 |
| TUFTS UNIVERSITY | |||
| DR. FLORINA S. TSENG TRUSTEE AT ECOTARIUM/ WORKS AT TUFTS | $55,739 | VETERINARY SERVICES | 0 |
| SULLIVAN INSURANCE | |||
| BILL SULLIVAN IS TRUSTEE AT ECOTARIUM/INSURANCE BROKER AT SULLIVAN | $59,856 | INSURANCE BROKERAGE | 0 |
| FLETCHER TILTON | |||
| JOE BARTULIS IS TRUSTEE AT ECOTARIUM/ FLETCHER TILTON | $44,102 | LEGAL | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | TRUSTEES ARE ELECTED BY CORPORATORS, FROM THE GROUP OF CORPORATORS. THERE ARE ABOUT 105 CORPORATORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY SENIOR MANAGEMENT, THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, HEADED BY THE TREASURER, THEN BY THE CHAIRMAN OF THE TRUSTEES, THEN BY THE BOARD OF TRUSTEES AS A WHOLE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITEE OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION OF THE PRESIDENT AND COMPARES IT TO COMPENSATION OF OTHER NON PROFIT INSTITUTIONS WITH SIMILAR SIZE, GEOGRAPHY AND OTHER CHARACTERISTICS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVILABLE TO BE REVIEWED UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE ECOTARIUM. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR |
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