WENHAM HISTORICAL ASSOCIATION & MUSEUM INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: WENHAM HISTORICAL ASSOCIATION & MUSEUM INC (EIN 04-2152010)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202531349349301628
Schema version: 2023v6.0
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 O
Reasonable Cause Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T09:15:59-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042943536	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Tonneson & Company PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 Edgewater Place Suite 300	AddressLine1Txt
City	Wakefield	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	018806208	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042152010	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Wenham Historical Association & Museum	BusinessNameLine1Txt
Business Name Line2	Inc	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	WENH	BusinessNameControlTxt
Phone	9784682377	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	132 Main Street	AddressLine1Txt
City	Wenham	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01984	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Sarah Sosa-Acevedo	PersonNm
Person Title	Executive Director	PersonTitleTxt
Phone	9784682377	PhoneNum
Signature	2025-05-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd
Form8822 B Attached	Yes (X)	Form8822BAttachedInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Heidi E MacLean	PreparerPersonNm
PTIN	P00840184	PTIN
Phone	7812459999	PhoneNum
Preparation	2025-05-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Sarah Sosa-Acevedo	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	132 Main Street	AddressLine1Txt
City	Wenham	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01984	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$607,036	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.wenhammuseum.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1952	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	Refer to Schedule O, Page 33Organization's exempt purpose is to acquire, preserve, and exhibit cultural collections, and to provide educational and cultural services to the public.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	20	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,266,105	PYContributionsGrantsAmt
CY Contributions Grants	$258,691	CYContributionsGrantsAmt
PY Program Service Revenue	$136,239	PYProgramServiceRevenueAmt
CY Program Service Revenue	$199,234	CYProgramServiceRevenueAmt
PY Investment Income	$126,966	PYInvestmentIncomeAmt
CY Investment Income	$35,818	CYInvestmentIncomeAmt
PY Other Revenue	$36,946	PYOtherRevenueAmt
CY Other Revenue	$13,529	CYOtherRevenueAmt
PY Total Revenue	$1,566,256	PYTotalRevenueAmt
CY Total Revenue	$507,272	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	$319,234	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$391,024	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$67,153	CYTotalFundraisingExpenseAmt
PY Other Expenses	$388,796	PYOtherExpensesAmt
CY Other Expenses	$390,973	CYOtherExpensesAmt
PY Total Expenses	$708,030	PYTotalExpensesAmt
CY Total Expenses	$781,997	CYTotalExpensesAmt
PY Revenues Less Expenses	$858,226	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$274,725	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,212,598	TotalAssetsBOYAmt
Total Assets EOY	$2,029,529	TotalAssetsEOYAmt
Total Liabilities BOY	$176,852	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$193,606	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,035,746	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,835,923	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Wenham Museum celebrates childhood, interprets history, and explores culture for the enrichment of all generations in the greater North Shore community and beyond. Refer to Schedule O, Page 33 for ContinuationThe Museum engages multigenerational members and visitors in examining the promise of the American experiment and provides thought-provoking learning experiences that connect the past, present, and future, in a welcoming and inclusive environment.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$552,852	ExpenseAmt
Revenue	$205,023	RevenueAmt
Desc	Preservation of historic buildings and artifacts; education of the general public of selected historical matters.	Desc
Total Program Service Expenses	$552,852	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	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	9	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	20	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	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
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	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	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
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Sarah Sosa-Acevedo	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9784682377	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	132 Main Street	AddressLine1Txt
City	Wenham	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01984	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd
Michael Lucy
President	6.00	Yes (X)	Yes (X)	$0	$0	$0
Walter Meibaum III
Vice President	5.00	Yes (X)	Yes (X)	$0	$0	$0
Alexandra Modliszewski
Treasurer	2.00	Yes (X)	Yes (X)	$0	$0	$0
Carrie Evanchik
Secretary	2.00	Yes (X)	Yes (X)	$0	$0	$0
Taylor Bottomley
Trustee	2.00	Yes (X)		$0	$0	$0
Tracey Geary
Trustee	2.00	Yes (X)		$0	$0	$0
Emily Madden
Trustee	2.00	Yes (X)		$0	$0	$0
Eric Tracey
Trustee	2.00	Yes (X)		$0	$0	$0
Claire M White
Trustee	2.00	Yes (X)		$0	$0	$0
Kristin Noon
Executive Director	40.00			$79,997	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$79,997	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	$76,709	MembershipDuesAmt
All Other Contributions	$181,982	AllOtherContributionsAmt
Noncash Contributions	$10,130	NoncashContributionsAmt
Total Contributions	$258,691	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Program Fees	900099	$101,495	$101,495
Admissions	713990	$97,739	$97,739

Field	Value	IRS element (for citing)
Total Program Service Revenue	$199,234	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,399	TotalRevenueColumnAmt
Exclusion	$29,399	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$20,143	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$14,955	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$5,188	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,188	TotalRevenueColumnAmt
Exclusion	$5,188	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,419	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,419	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,419	TotalRevenueColumnAmt
Exclusion	$6,419	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$11,600	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$9,048	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,552	TotalRevenueColumnAmt
Exclusion	$2,552	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$80,762	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$75,761	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,001	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,001	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Other Income	Desc
Business	900099	BusinessCd
Total Revenue Column	$788	TotalRevenueColumnAmt
Related Or Exempt Func Income	$788	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$788	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$507,272	TotalRevenueColumnAmt
Related Or Exempt Func Income	$205,023	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$43,558	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$78,459	TotalAmt
Program Services	$23,538	ProgramServicesAmt
Management And General	$31,383	ManagementAndGeneralAmt
Fundraising	$23,538	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$283,348	TotalAmt
Program Services	$221,181	ProgramServicesAmt
Management And General	$45,321	ManagementAndGeneralAmt
Fundraising	$16,846	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$29,217	TotalAmt
Program Services	$19,739	ProgramServicesAmt
Management And General	$5,834	ManagementAndGeneralAmt
Fundraising	$3,644	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$24,100	TotalAmt
Management And General	$24,100	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$6,384	TotalAmt
Management And General	$6,384	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$42,882	TotalAmt
Program Services	$14,522	ProgramServicesAmt
Management And General	$28,360	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$15,675	TotalAmt
Program Services	$15,675	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$21,409	TotalAmt
Program Services	$17,760	ProgramServicesAmt
Management And General	$1,936	ManagementAndGeneralAmt
Fundraising	$1,713	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$15,443	TotalAmt
Program Services	$13,817	ProgramServicesAmt
Management And General	$813	ManagementAndGeneralAmt
Fundraising	$813	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,404	TotalAmt
Management And General	$1,404	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$67,102	TotalAmt
Program Services	$60,038	ProgramServicesAmt
Management And General	$3,532	ManagementAndGeneralAmt
Fundraising	$3,532	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$29,339	TotalAmt
Program Services	$26,251	ProgramServicesAmt
Management And General	$1,544	ManagementAndGeneralAmt
Fundraising	$1,544	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Repairs and Maintenance	$72,283	$64,675	$3,804	$3,804
Other Program Expenses	$37,318	$37,318
Exhibit Expense	$30,125	$30,125
Miscellaneous Expenses	$14,607	$4,513	$5,577	$4,517

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,902	TotalAmt
Program Services	$3,700	ProgramServicesAmt
Management And General	$2,000	ManagementAndGeneralAmt
Fundraising	$7,202	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$781,997	TotalAmt
Program Services	$552,852	ProgramServicesAmt
Management And General	$161,992	ManagementAndGeneralAmt
Fundraising	$67,153	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$378,058	BOYAmt
EOY	$280,034	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$321,128	BOYAmt
EOY	$16,750	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,450	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$33,576	BOYAmt
EOY	$30,367	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,428	BOYAmt
EOY	$4,505	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,331,410	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,680,459	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$580,805	BOYAmt
EOY	$650,951	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$891,153	BOYAmt
EOY	$1,046,922	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,212,598	BOYAmt
EOY	$2,029,529	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$81,277	BOYAmt
EOY	$74,381	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$95,575	BOYAmt
EOY	$119,225	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$176,852	BOYAmt
EOY	$193,606	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	$1,271,805	BOYAmt
EOY	$1,361,358	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$763,941	BOYAmt
EOY	$474,565	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,035,746	BOYAmt
EOY	$1,835,923	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,212,598	BOYAmt
EOY	$2,029,529	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$274,725	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$74,902	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	Yes (1)	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	$276,235	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$364,423	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$301,561	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,322,067	CurrentTaxYearMinus1YearAmt
Current Tax Year	$270,291	CurrentTaxYearAmt
Total	$2,534,577	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$128,236	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$72,130	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$160,222	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$219,318	CurrentTaxYearMinus1YearAmt
Current Tax Year	$280,784	CurrentTaxYearAmt
Total	$860,690	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$404,471	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$436,553	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$461,783	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,541,385	CurrentTaxYearMinus1YearAmt
Current Tax Year	$551,075	CurrentTaxYearAmt
Total	$3,395,267	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$157,223	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$175,482	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$128,776	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,138,945	CurrentTaxYearMinus1YearAmt
Current Tax Year	$121,593	CurrentTaxYearAmt
Total	$1,722,019	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	$157,223	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$175,482	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$128,776	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,138,945	CurrentTaxYearMinus1YearAmt
Current Tax Year	$121,593	CurrentTaxYearAmt
Total	$1,722,019	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,673,248	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$23,940	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,216	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,130	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$36,705	CurrentTaxYearMinus1YearAmt
Current Tax Year	$49,542	CurrentTaxYearAmt
Total	$158,533	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$23,940	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,216	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,130	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$36,705	CurrentTaxYearMinus1YearAmt
Current Tax Year	$49,542	CurrentTaxYearAmt
Total	$158,533	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$428,411	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$459,769	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$486,913	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,578,090	CurrentTaxYearMinus1YearAmt
Current Tax Year	$600,617	CurrentTaxYearAmt
Total	$3,553,800	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.47080	PublicSupportCY509Pct
Public Support PY509	0.45380	PublicSupportPY509Pct
Investment Income CY	0.04460	InvestmentIncomeCYPct
Investment Income PY	0.03720	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
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$769,856	BeginningYearBalanceAmt
Contributions	$75,000	ContributionsAmt
Investment Earnings Or Losses	$98,194	InvestmentEarningsOrLossesAmt
Other Expenditures	$32,000	OtherExpendituresAmt
End Year Balance	$911,050	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$541,238	BeginningYearBalanceAmt
Contributions	$194,500	ContributionsAmt
Investment Earnings Or Losses	$54,118	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,000	OtherExpendituresAmt
End Year Balance	$769,856	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$649,509	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$85,076	InvestmentEarningsOrLossesAmt
Other Expenditures	$23,195	OtherExpendituresAmt
End Year Balance	$541,238	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$575,356	BeginningYearBalanceAmt
Investment Earnings Or Losses	$132,153	InvestmentEarningsOrLossesAmt
Other Expenditures	$58,000	OtherExpendituresAmt
End Year Balance	$649,509	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$587,567	BeginningYearBalanceAmt
Investment Earnings Or Losses	$14,789	InvestmentEarningsOrLossesAmt
Other Expenditures	$27,000	OtherExpendituresAmt
End Year Balance	$575,356	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.62300	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.37700	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,191,528	OtherCostOrOtherBasisAmt
Depreciation	$1,581,241	DepreciationAmt
Book Value	$610,287	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$41,361	OtherCostOrOtherBasisAmt
Depreciation	$36,811	DepreciationAmt
Book Value	$4,550	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$98,521	OtherCostOrOtherBasisAmt
Depreciation	$62,407	DepreciationAmt
Book Value	$36,114	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$650,951	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part III, Line 1a:	In conformity with the practice followed by most museums, historical objects purchased and donated are not capitalized. Collections that belong to the Museum include antique dolls, dollhouses and other toys. Part of the Museum is a 17th century house complete with period furnishings. The cost of all objects purchased, together with the value of objects acquired by gift if any, less proceeds from deaccessions of objects, is reported as a separate expense.
Part V, Line 4:	The Museum's primary objective is long-term capital appreciation which together with income will provide for the growth of the endowment while allowing support for current activities. The Museum has adopted a spending policy on board designated net assets whereby the amount available for distribution to operations will be a percentage of the average market value of the board designated net assets for the preceding twelve (12) quarters calculated as of June 30 of the current fiscal year. The Museum elected to use a percentage of 4% for the year ended June 30, 2023. The amount available for distribution to operations, as directed by the donor, on the donor-restricted net assets will be the greater of (1) 4% of the average market value of the donor-restricted net assets for the preceding twelve (12) quarters calculated as of June 30 of the current fiscal year, or (2) the earned income for the current fiscal year (further defined by the Wenham Museum Board of Trustees to be the interest, dividends, capital gains distributions, and net realized and unrealized capital gains (losses) earned by the donor-restricted net assets).
Part X, Line 2:	In determining the recognition of uncertain tax positions, the Museum applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of June 30, 2024, the Museum has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 2	The Emily Bottomley (Director of Development) is married to Taylor Bottomley (Trustee).
Form 990, Part VI, Section B, line 11b	The Finance Committee reviews the Form 990 during one of their meetings prior to filing the Form 990.
Form 990, Part VI, Section B, line 12c	Each year the policy is discussed with the Trustees. Every other year, or upon appointment of a new Trustee, the Trustees are required to provide written confirmation about their knowledge of the policy.
Form 990, Part VI, Section B, line 15a	The Board of Trustees, in executive session not including the Executive Director, discusses and approves the Executive Director's salary. They also consider whether the salary would be comparable to other Executive Director positions at comparable museums.
Form 990, Part VI, Section C, line 19	The governing documents, conflict of interest policy, financial statements and Form 990 are immediately made available to the public by calling the Museum's office, walking into the Museum's office or mailing in a request to the Museum. The Form 990 and financial statements are also available through the Massachusetts Attoney General's office/website.

Reasonable Cause Explanation ReasonableCauseExplanation

Field	Value	IRS element (for citing)
Explanation	An extension for this return was filed electronically on November 14, 2024. It is our understanding that the extension was not posted by the IRS due the fact that the taxpayer was applying for reinstatement of their non profit status. On January 8, 2025, the taxpayer was reinstated as a public charity under 509(a)(2) and 501(c)(3) with an effective date of November 15, 2022 (retroactive to the date of revocation). DLN: 26053737011534. We respectfully request that this return be treated as a timely filed return and that the late filing penalty be waived.	ExplanationTxt