MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC (EIN 04-6003248)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-14
IRS object ID: 202313189349314296
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-14T16:03:20-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042894876	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RYAN & COSCIA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	256 ESSEX STREET	AddressLine1Txt
City	SALEM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01970	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	046003248	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARBLEHEAD MUSEUM & HISTORICAL	BusinessNameLine1Txt
Business Name Line2	SOCIETY INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MARB	BusinessNameControlTxt
Phone	7816311768	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	170 WASHINGTON STREET	AddressLine1Txt
City	MARBLEHEAD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01945	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MAURA K PHELAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7816311768	PhoneNum
Signature	2023-11-13	SignatureDt
Discuss With Paid Preparer	0	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MAURA	PersonFirstNm
Person Last	PHELAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BARRY E COSCIA CPA	PreparerPersonNm
PTIN	P01261537	PTIN
Phone	9787441760	PhoneNum
Preparation	2023-11-13	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	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

Field	Value	IRS element (for citing)
Principal Officer	MAURA K PHELAN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	170 WASHINGTON STREET	AddressLine1Txt
City	MARBLEHEAD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01945	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,069,973	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	MARBLEHEADMUSEUM.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1902	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE MARBLEHEAD MUSEUM'S MISSON IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	7	TotalEmployeeCnt
Total Volunteers	75	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$349,452	PYContributionsGrantsAmt
CY Contributions Grants	$441,453	CYContributionsGrantsAmt
PY Program Service Revenue	$29,525	PYProgramServiceRevenueAmt
CY Program Service Revenue	$11,722	CYProgramServiceRevenueAmt
PY Investment Income	$195,404	PYInvestmentIncomeAmt
CY Investment Income	$259,693	CYInvestmentIncomeAmt
PY Other Revenue	$50,932	PYOtherRevenueAmt
CY Other Revenue	$62,002	CYOtherRevenueAmt
PY Total Revenue	$625,313	PYTotalRevenueAmt
CY Total Revenue	$774,870	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	$132,628	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$130,322	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$44,338	CYTotalFundraisingExpenseAmt
PY Other Expenses	$165,811	PYOtherExpensesAmt
CY Other Expenses	$163,846	CYOtherExpensesAmt
PY Total Expenses	$298,439	PYTotalExpensesAmt
CY Total Expenses	$294,168	CYTotalExpensesAmt
PY Revenues Less Expenses	$326,874	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$480,702	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,846,956	TotalAssetsBOYAmt
Total Assets EOY	$2,840,399	TotalAssetsEOYAmt
Total Liabilities BOY	$143,739	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$34,893	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,703,217	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,805,506	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$184,222	ExpenseAmt
Revenue	$24,331	RevenueAmt
Desc	THE MARBLEHEAD MUSEUM ACHIEVES ITS MISSION TO PRESERVE, PROTECT ANDPROMOTE THE UNIQUE HISTORY OF MARBLEHEAD THROUGH A VARIETY OF PROGRAMSAND INITIATIVES FOR CHILDREN AND ADULTS. THE MUSEUM AND THE LEE MANSIONARE OPEN TUESDAY THROUGH SATURDAY FROM JUNE THROUGH OCTOBER. THE MUSEUMREMAINS OPEN YEAR ROUND, WHILE THE LEE MANSION IS SEASONAL.ADMISSION TO THE LEE MANSION IS $10 PER PERSON. APPROXIMATELY 6000PEOPLE VISIT THE MANSION ANNUALLY. THE MUSEUM DOES NOT CHARGEADMISSION, AND THE CHANGING EXHIBIT AND THE FROST GALLERY ARE OPEN TOVISITORS. THE STAFF IS ALSO AVAILABLE TO HELP WITH RESEARCH QUESTIONS.THE MUSEUM'S THIRD PROPERTY, THE CIVIL WAR AND G.A.R. MUSEUM, IS OPENON SATURDAYS IN SPRING, SUMMER AND FALL, WITH NO ADMISSION CHARGE.CHILDREN'S PROGRAMMING INCLUDES AFTER SCHOOL WORKSHOPS, GUIDED TOURS AND ACTIVITIES AT THE LEE MANSION AND THE FROST GALLERY, STAFF VISITS TO CLASSROOMS AND INTERN PROJECTS FOR HIGH SCHOOL AND COLLEGE STUDENTS.ALL CHILDREN'S PROGRAMMING IS FREE. APPROXIMATELY 1000 STUDENTS, FROM3RD TO 8TH GRADES OF MARBLEHEAD PUBLIC SCHOOLS VISIT ANNUALLY. ANAVERAGE OF 4 TO 6 STUDENTS FROM LOCAL HIGH SCHOOLS AND COLLEGES WORKONE ON ONE WITH STAFF THROUGHOUT THE YEAR AS INTERNS.PROGRAMMING FOR ADULTS FOCUSES ON THE SPRING AND FALL LECTURE SERIES, SPONSORED BY MARBLE HARBOR INVESTMENT COUNSEL, A TOTAL OF 10-12 LECTURES ARE OFFERED EACH YEAR. ALSO, WALKING TOURS OF HISTORIC MARBLEHEAD TAKE PLACE DURING THE SUMMER AND FALL, DAYTIME LECTURE SERIES, KNOWN AS BROWN BAG LUNCHES, ARE OFFERED AT NO CHARGE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	THE MUSEUM HAS OVER 60,000 CATALOGUED OBJECTS, ARTIFACTS AND PERSONAL PAPERS IN ITS COLLECTION, MOST OF THE FURNITURE, PAINTINGS AND DECORATIVE ARTS ARE ON DISPLAY IN THE LEE MANSION. A PORTION OF THE MUSEUM'S COLLECTION IS AVAILABLE ONLINE THROUGH THE MUSEUM'S WEBSITE, MARBLEHEADMUSEUM.ORG. THE MUSEUM'S CURATOR WORKS WITH RESEARCHERS BOTH IN PERSON AND THROUGH EMAIL AND TELEPHONE REQUESTS. PURCHASES FOR THE MUSEUM COLLECTION ARE LIMITED.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	THE MARBLEHEAD MUSEUM OFFERS CHANGING EXHIBITS, USUALLY TWO TO THREE EACH YEAR, IN THE MUSEUM'S CHANGING EXHIBIT GALLERY. IN 2022, THE MUSEUM INSTALLED AN EXHIBIT OF THE VICTORIAN PHOTOGRAPHY OF FRED LITCHMAN. OTHER PROGRAMS INCLUDED LECTURES AND WALKING TOURS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$184,222	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	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	12	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	7	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
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	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	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	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	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	LAUREN MCCORMACK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7816311768	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	170 WASHINGTON STREET	AddressLine1Txt
City	MARBLEHEAD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01945	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MAURA K PHELAN
PRESIDENT/DIRECTOR	2.00	Yes (X)	Yes (X)	$0	$0	$0
PATTY PEDERSON
V.P./DIRECTOR	2.00	Yes (X)	Yes (X)	$0	$0	$0
KIMBERLY DOWNING
SECRETARY/DIRECTOR	2.00	Yes (X)	Yes (X)	$0	$0	$0
PATRICIA LAUSIER
TREASURER/DIRECTOR	2.00	Yes (X)	Yes (X)	$0	$0	$0
BONNIE BUCKLEY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
CHRISTOPHER COUGHLAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
PATTI D BAKER
DIRECTOR (APRIL ON)	2.00	Yes (X)		$0	$0	$0
RICHARD CUZNER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
HAROLD KOKINOS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
FAXON MICHAUD
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ELIZABETH MOORE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ANDREW PEACH
DIRECTOR	2.00	Yes (X)		$0	$0	$0
KAREN ROSENBERG
DIRECTOR	2.00	Yes (X)		$0	$0	$0
LAUREN MCCORMACK
EXECUTIVE DIRECTOR	37.50		Yes (X)	$54,880	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$54,880	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$22,665	MembershipDuesAmt
All Other Contributions	$418,788	AllOtherContributionsAmt
Total Contributions	$441,453	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	ADMISSIONS	Desc
Business	900099	BusinessCd
Total Revenue Column	$11,722	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,722	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$11,722	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$293,536	TotalRevenueColumnAmt
Exclusion	$293,536	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$6,890	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	$6,890	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,890	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,890	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$214,470	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$248,313	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$33,843	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$33,843	TotalRevenueColumnAmt
Exclusion	-$33,843	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$95,718	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$46,325	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$49,393	TotalRevenueColumnAmt
Exclusion	$49,393	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$6,184	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$465	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,719	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,719	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$774,870	TotalRevenueColumnAmt
Related Or Exempt Func Income	$24,331	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$309,086	ExclusionAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$120,856	TotalAmt
Program Services	$64,200	ProgramServicesAmt
Management And General	$28,991	ManagementAndGeneralAmt
Fundraising	$27,665	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,466	TotalAmt
Program Services	$5,028	ProgramServicesAmt
Management And General	$2,271	ManagementAndGeneralAmt
Fundraising	$2,167	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$275	TotalAmt
Management And General	$275	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$12,375	TotalAmt
Program Services	$972	ProgramServicesAmt
Management And General	$11,403	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,258	TotalAmt
Program Services	$555	ProgramServicesAmt
Management And General	$1,703	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$30,032	TotalAmt
Program Services	$13,138	ProgramServicesAmt
Management And General	$9,329	ManagementAndGeneralAmt
Fundraising	$7,565	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$39,563	TotalAmt
Program Services	$35,762	ProgramServicesAmt
Management And General	$2,048	ManagementAndGeneralAmt
Fundraising	$1,753	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$276	TotalAmt
Management And General	$276	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,362	TotalAmt
Program Services	$19,175	ProgramServicesAmt
Management And General	$4,602	ManagementAndGeneralAmt
Fundraising	$3,585	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$36,140	TotalAmt
Program Services	$32,667	ProgramServicesAmt
Management And General	$1,870	ManagementAndGeneralAmt
Fundraising	$1,603	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MUSEUM COLLECTION & EXH	$9,244	$9,244
AWARDS AND GRANTS	$3,481	$3,481
BANK AND CREDIT CARD FE	$2,840		$2,840

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$294,168	TotalAmt
Program Services	$184,222	ProgramServicesAmt
Management And General	$65,608	ManagementAndGeneralAmt
Fundraising	$44,338	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$68,138	BOYAmt
EOY	$92,036	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$159,452	BOYAmt
EOY	$199,729	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$300	BOYAmt
EOY	$300	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$9,185	BOYAmt
EOY	$2,925	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,709	BOYAmt
EOY	$11,579	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,479,597	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$331,466	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,080,834	BOYAmt
EOY	$1,148,131	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,516,921	BOYAmt
EOY	$1,385,699	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$417	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,846,956	BOYAmt
EOY	$2,840,399	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$43,739	BOYAmt
EOY	$34,893	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$100,000	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$143,739	BOYAmt
EOY	$34,893	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	$2,703,217	BOYAmt
EOY	$2,805,506	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,703,217	BOYAmt
EOY	$2,805,506	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,846,956	BOYAmt
EOY	$2,840,399	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$480,702	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$378,413	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (1)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	0	FSAuditedInd
Audit Committee	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$388,297	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$204,822	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$108,664	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$318,337	CurrentTaxYearMinus1YearAmt
Current Tax Year	$418,788	CurrentTaxYearAmt
Total	$1,438,908	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$52,756	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$54,760	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,679	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$103,928	CurrentTaxYearMinus1YearAmt
Current Tax Year	$120,514	CurrentTaxYearAmt
Total	$397,637	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$441,053	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$259,582	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$174,343	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$422,265	CurrentTaxYearMinus1YearAmt
Current Tax Year	$539,302	CurrentTaxYearAmt
Total	$1,836,545	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$28,150	CurrentTaxYearMinus4YearsAmt
Total	$28,150	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$28,150	CurrentTaxYearMinus4YearsAmt
Total	$28,150	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,808,395	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$45,797	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$48,081	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$143,136	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$195,404	CurrentTaxYearMinus1YearAmt
Current Tax Year	$120,514	CurrentTaxYearAmt
Total	$552,932	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$45,797	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$48,081	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$143,136	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$195,404	CurrentTaxYearMinus1YearAmt
Current Tax Year	$120,514	CurrentTaxYearAmt
Total	$552,932	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$486,850	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$307,663	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$317,479	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$617,669	CurrentTaxYearMinus1YearAmt
Current Tax Year	$659,816	CurrentTaxYearAmt
Total	$2,389,477	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.75680	PublicSupportCY509Pct
Public Support PY509	0.74330	PublicSupportPY509Pct
Investment Income CY	0.23140	InvestmentIncomeCYPct
Investment Income PY	0.23660	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,685,683	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$118,721	InvestmentEarningsOrLossesAmt
Other Expenditures	$170,958	OtherExpendituresAmt
End Year Balance	$1,396,004	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,865,316	BeginningYearBalanceAmt
Investment Earnings Or Losses	$218,628	InvestmentEarningsOrLossesAmt
Other Expenditures	$397,660	OtherExpendituresAmt
Administrative Expenses	$601	AdministrativeExpensesAmt
End Year Balance	$1,685,683	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,731,315	BeginningYearBalanceAmt
Investment Earnings Or Losses	$128,644	InvestmentEarningsOrLossesAmt
Other Expenditures	-$6,042	OtherExpendituresAmt
Administrative Expenses	$685	AdministrativeExpensesAmt
End Year Balance	$1,865,316	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,498,384	BeginningYearBalanceAmt
Contributions	$57,067	ContributionsAmt
Investment Earnings Or Losses	$275,479	InvestmentEarningsOrLossesAmt
Other Expenditures	$99,196	OtherExpendituresAmt
Administrative Expenses	$419	AdministrativeExpensesAmt
End Year Balance	$1,731,315	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,374,203	BeginningYearBalanceAmt
Contributions	$371,673	ContributionsAmt
Investment Earnings Or Losses	-$79,428	InvestmentEarningsOrLossesAmt
Other Expenditures	$167,879	OtherExpendituresAmt
Administrative Expenses	$185	AdministrativeExpensesAmt
End Year Balance	$1,498,384	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.84830	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.15170	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$66,715	OtherCostOrOtherBasisAmt
Book Value	$66,715	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,156,937	OtherCostOrOtherBasisAmt
Depreciation	$293,229	DepreciationAmt
Book Value	$863,708	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$239,188	OtherCostOrOtherBasisAmt
Depreciation	$21,480	DepreciationAmt
Book Value	$217,708	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,757	OtherCostOrOtherBasisAmt
Depreciation	$16,757	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,148,131	TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	THE MUSEUM MAINTAINS A COLLECTION OF HISTORIC ARTIFACTS FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE AND NOT FOR FINANCIAL GAIN. THE COLLECTION IS DEEMED INEXHAUSTIBLE. THE MUSEUM EXPENSES ITEMS OBTAINED FOR ITS COLLECTIONS. IN THE RARE EVENT OF A SALE OF DEACCESSIONED ARTIFACTS, THE PROCEEDS ARE USED EXCLUSIVELY TO ACQUIRE OTHER ARTIFACTS FOR THE COLLECTION.
PART III, LINE 4:	THE MARBLEHEAD MUSEUM PRESERVES, PROTECTS, AND PROMOTES MARBLEHEAD'S PAST AS A MEAN OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATIONAL RESOURCES FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD.
PART V, LINE 4:	THE ENDOWMENT FUNDS ARE HELD FOR THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2022 DONOR RESTRICTED FUNDING FOR PROGRAMS $ 193,806 BOARD DESIGNATED-LONG-TERM GROWTH AND SUSTAINABILITY $ 1,202,198 $ 1,396,004

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SEPTEMBER SOIREE	Event1Nm
Gross Receipts Event1	$58,233	GrossReceiptsEvent1Amt
Gross Revenue Event1	$58,233	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$8,726	OtherDirectExpensesEvent1Amt
Event2	TAG AND TREASURE SALE	Event2Nm
Gross Receipts Event2	$16,999	GrossReceiptsEvent2Amt
Gross Revenue Event2	$16,999	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$631	OtherDirectExpensesEvent2Amt
Other Events Total	7	OtherEventsTotalCnt
Gross Receipts Other Events	$20,486	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$20,486	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$36,968	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$95,718	GrossReceiptsTotalAmt
Gross Revenue Total Events	$95,718	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$46,325	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$46,325	DirectExpenseSummaryEventsAmt
Net Income Summary	$49,393	NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION HAS DUES PAYING MEMBERS. THIS IS THE ONLY CLASS OF MEMBERSHIP AND THEY HAVE THE POWER TO ELECT TO ELECT THE OFFICERS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A	THE ORGANIZATION'S MEMBERS HAVE THE POWER TO VOTE ON THE NEW SLATE OF OFFICERS ELECTED AT ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 8B	THE ORGANIZATION DOES NOT KEEP MINUTES OF ITS COMMITTEE MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11B	THE EXECUTIVE DIRECTOR AND TREASURER REVIEWS A DRAFT OF THE FORM 990 AS PREPARED BY INDEPENDENT TAX PROFESSIONALS AND DISCUSSES ANY QUESTIONS/ISSUES WITH THE TAX PROFESSIONALS. ONCE THE EXECUTIVE DIRECTOR AND TREASURER ACCEPTS THE DRAFT, THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ALL BOARD MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE FORM ANNUALLY. IF A CONFLICT ARISES DURING THE YEAR, THEY ARE REQUIRED TO DISCLOSE IT IMMEDIATELY.
FORM 990, PART VI, SECTION B, LINE 15A	THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY EXECUTIVE BOARD OFFICERS WHO ALSO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19	THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE MUSEUM.