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SOMERVILLE HISTORICAL SOCIETY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SOMERVILLE HISTORICAL SOCIETY (EIN 04-6079655)
Tax period
2020-04-01 to 2021-03-31
Filed
2022-03-03
IRS object ID
202200629349300225
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-03T12:16:49-06:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471028363PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TREEFUL DAMASO ANICETO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1105 CHESTNUT STREET SUITE 10AddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02492ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046079655EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOMERVILLE HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOMEBusinessNameControlTxt
Phone6176669810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WESTWOOD ROADAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02143ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA MANGUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6176669810PhoneNum
Signature2022-02-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastMANGUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL F ANICETOPreparerPersonNm
PTINP01313031PTIN
Phone7814493346PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SOMERVILLE MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBARBARA MANGUMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WESTWOOD ROADAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02143ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$632,502GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SOMERVILLEMUSEUM.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1897FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionAS THE ONLY MEMBERSHIP SUPPORTED, COMMUNITY-BASED CULTURAL INSTITUTION OF ITS KIND IN SOMERVILLE, THE SOMERVILLE MUSEUM IS THE CITY OF SOMERVILLE'S MIRROR, PLAYING A CENTRAL ROLE IN PRESERVING THE PAST, REFLECTING THE PRESENT, AND HELPING TO SHAPE THE FUTURE OF THIS DIVERSE URBAN COMMUNITY OF 79,000. THROUGH ITS INNOVATIVE PROGRAMMING, THE MUSEUM SEEKS TO ENGAGE OUR AUDIENCE IN AN ON-GOING DIALOGUE WITH LOCAL ARTISTS, SCHOLARS, AND EDUCATORS WITH THE LARGER AIM OF FOSTERING CULTURAL EDUCATION AND UNDERSTANDING.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$628,612CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$45CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$3,845CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$632,502CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,466CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,466CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$34,291CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$50,757CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$581,745CYRevenuesLessExpensesAmt
Total Assets BOY$1,401,037TotalAssetsBOYAmt
Total Assets EOY$1,982,744TotalAssetsEOYAmt
Total Liabilities BOY$1,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$962TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,400,037NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,981,782NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$25,148ExpenseAmt
DescEXHIBITIONS: MASKS OF BOSTON: VIRTUAL EXHIBIT O SUMMER 2020 O PHOTOGRAPHY EXHIBIT BY KATHERINE TAYLOR THE ART OF OBSERVATION: A RETROSPECTIVE OF THE WORK OF DAVID CAMPBELL O NOVEMBER 2020 MAY 22, 2021 (EXTENDED) O CURATED BY DEBRA OLIN EVENTS: CIVIL LIBERTIES AND PANDEMICS: THE CASE OF HENNING JACOBSON (VIRTUAL EVENT) O APRIL 30, 2020 O DAN BREEN BOSTON, SOMERVILLE AND THE 1918 INFLUENZA PANDEMIC (VIRTUAL EVENT) O MAY 13, 2020 O DAN BREEN SO THE 1918 FLU HIT YOUR FAMILY TOO? (VIRTUAL EVENT) O JUNE 24, 2020 O LORI LYN PRICE RACE, FRAGILITY, AND ANTI-RACISM: A SUMMER DISCUSSION SERIES O JULY 1 SEPTEMBER 23, 2020 O DEVELOPED BY KEIDRICK AND HOLLY ROY READING FREDERICK DOUGLASS TOGETHER (VIRTUAL EVENT) O JULY 2, 2020 O KEIDRICK ROY FAITH IN A CITY: EXPLORING LOCAL RELIGIOUS GROUPS IN MUSEUMS (VIRTUAL EVENT) O JULY 28, 2020 O NEMA + SOMERVILLE MUSEUM (ALIZA ARTZT, ANGAD SINGH, FATHER ADRIANO TEZONE, HAITI THOMAS, CELENE IBRAHIM, KEIDRICK ROY) THE BASEMENT PROJECT: STUDENT CURATOR PANEL (VIRTUAL EVENT) O AUGUST 27, 2020 O STUDENTS + ADDA SANTOS VOICES FROM SOMERVILLE: HAITIAN COMMUNITY O OCTOBER 14, 2020 O DEVELOPED BY CHARAN DEVEREAUX VOICES FROM SOMERVILLE: BRAZILIAN COMMUNITY O NOVEMBER 18, 2020 O DEVELOPED BY CHARAN DEVEREAUX THE ART OF OBSERVATION: CURATOR TALK + STUDIO TOUR: VIRTUAL VIDEO PRESENTATION O DECEMBER 2020 O DEBRA OLIN + DAVID CAMPBELL CALL FOR COMMUNITY CURATORS O DEADLINE OF DECEMBER 30, 2020 THE ART OF OBSERVATION: HOME IS WHERE THE ART IS O JANUARY 2021 VOICES FROM SOMERVILLE: GREEK COMMUNITY O JANUARY 27, 2021 O DEVELOPED BY CHARAN DEVEREAUXDesc
Total Program Service Expenses$25,148TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DYAN R BLEWETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176669810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WESTWOOD ROADAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021431517ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DAVID GUSS
TRUSTEE6.00Yes (X)$0$0$0
JEFF MYERS
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM WHITE
TRUSTEE1.00Yes (X)$0$0$0
EUGENE BRUNE
TRUSTEE5.00Yes (X)$0$0$0
ADDA SANTOS
TRUSTEE4.00Yes (X)$0$0$0
REGINA PISA
TRUSTEE4.00Yes (X)$0$0$0
KEIDRICK ROY
TRUSTEE1.00Yes (X)$0$0$0
EVELYN BATTINELLI
EXECUTIVE DIRECTOR10.00$0$0$0Yes (X)
BARBARA MANGUM
PRESIDENT20.00$0$0$0Yes (X)
STEPHEN MACKEY
VICE PRESIDENT4.00$0$0$0Yes (X)
LAWRENCE WILLWERTH III
SECRETARY6.00$0$0$0Yes (X)
DYAN BLEWETT
TREASURER20.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$14,096MembershipDuesAmt
Government Grants$597,632GovernmentGrantsAmt
All Other Contributions$16,884AllOtherContributionsAmt
Total Contributions$628,612TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$45TotalRevenueColumnAmt
Exclusion$45ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPPP FORGIVENESSDesc
Business900099BusinessCd
Total Revenue Column$3,845TotalRevenueColumnAmt
Related Or Exempt Func Income$3,845RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,845OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$632,502TotalRevenueColumnAmt
Related Or Exempt Func Income$3,845RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$14,617TotalAmt
Management And General$14,617ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,849TotalAmt
Management And General$1,849ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,702TotalAmt
Program Services$5,289ProgramServicesAmt
Management And General$413ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONSULTANT/ACCOUNTING$7,798$1,550$6,248
INSURANCE$6,286$6,286
GRANT SPECIFIC EXPENSE$5,800$4,240$1,560
UTILITIES$5,398$5,398

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,307TotalAmt
Program Services$2,385ProgramServicesAmt
Management And General$16ManagementAndGeneralAmt
Fundraising$906FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$50,757TotalAmt
Program Services$25,148ProgramServicesAmt
Management And General$23,143ManagementAndGeneralAmt
Fundraising$2,466FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$194,137BOYAmt
EOY$412,971EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$78,400BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,800BOYAmt
EOY$1,800EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,467,973LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,026,200BOYAmt
EOY$1,467,973EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$100,500BOYAmt
EOY$100,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,401,037BOYAmt
EOY$1,982,744EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$962EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$962EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,029BOYAmt
EOY$367,313EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,379,008BOYAmt
EOY$1,614,469EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,400,037BOYAmt
EOY$1,981,782EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,401,037BOYAmt
EOY$1,982,744EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$581,745ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$170,863CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,899CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,857CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$147,335CurrentTaxYearMinus1YearAmt
Current Tax Year$623,156CurrentTaxYearAmt
Total$1,030,110TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$170,863CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,899CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,857CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$147,335CurrentTaxYearMinus1YearAmt
Current Tax Year$623,156CurrentTaxYearAmt
Total$1,030,110TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,030,110PublicSupportTotal170Amt
Total Support$1,030,110TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,271BeginningYearBalanceAmt
Contributions$18,806ContributionsAmt
End Year Balance$54,077EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,508BeginningYearBalanceAmt
Contributions$18,763ContributionsAmt
End Year Balance$35,271EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,632BeginningYearBalanceAmt
Contributions$6,876ContributionsAmt
End Year Balance$16,508EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$9,632ContributionsAmt
End Year Balance$9,632EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$654,900OtherCostOrOtherBasisAmt
Book Value$654,900BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$813,073OtherCostOrOtherBasisAmt
Book Value$813,073BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,467,973TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescHISTORICAL WORKS OF ART, ARTIFACTS, AND DOCUMENTS.Desc
Book Value$100,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$100,000TotalBookValueOtherAssetsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2EVELYN BATTINELLI, EXECUTIVE DIRECTOR, SECRETARY & TRUSTEE IS TRUSTEE REGINA PISA'S AUNT.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE SOMERVILLE HISTORICAL SOCIETY IS A MEMBERSHIP ORGANIZATION GOVERNED BY A BOARD OF TUSTEES. THE BOARD OF TRUSTEES IS ELECTED ANNUALLY BY A QUORUM OF THE MEMBERS AT THE ANNUAL MEETING. MEMBERS ARE THOSE INDIVIDUALS WHO PAY ANNUAL DUES
FORM 990, PART VI, SECTION A, LINE 8BMONTHLY BOARD MEETINGS MINUTES WERE WRITTEN UP TO DOCUMENT THE ACTIONS UNDERTAKEN DURING THE YEAR
FORM 990, PART VI, SECTION B, LINE 11BYES THE GOVERNING BODY REVIEWED FORM 990 BEFORE BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MONITORED THE ORGANIZATIONS WRITTEN POLICIES AND MADE SURE THEY WERE FOLLOWED.
FORM 990, PART VI, SECTION B, LINE 15BTHE PROCESS FOR DETERMINING COMPENSATION FOR ALISON DRASNER INCLUDED REVIEW BY INDEPENDENT PEOPLE. REVIEW OF HER ABILITIES AND A DECISION BY THE BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S GROSS REVENUE INCREASED ABOVE THE $500,000 THRESHOLD AND THE STATE OF MASSACHUSETTS MANDATES AN AUDITED FINANCIAL STATEMENTS WHEN THIS THRESHOLD IS MET.

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationOUR MAIN REASONS FOR LATE FILING ARE THAT OUR TREASURER, DYAN BLEWETT HAS AN IMMUNE DEFICIENCY DISEASE WHICH REQUIRES WEEKLY MEDICATION AND THIS RESULTS IN HER FEELING POORLY MUCH OF THE TIME. THEREFORE, IT WAS DIFFICULT TO FIND TIME TO GET TOGETHER AND WORK ON THE 990, ESPECIALLY CONSIDERING COVID-19 WAS SPREADING AT A RAMPANT PACE.WE HAD ALSO BEEN WORKING FOR THE PAST TWO YEARS WITH AN ACCOUNTANT, THOMAS PILLERI, WHO HAD HAD FILED OUR REQUEST FOR AN EXTENSION FOR US. THIS YEAR, BECAUSE WE WERE HIRING AN AUDITOR TO UNDERTAKE BOTH AN AUDIT AND FILING OF OUR 990/PC FORMS, HE ASSUMED THAT HE WAS NOT WORKING FOR US. CONSEQUENTLY, HE DID NOT ASK IF WE WANTED AN EXTENSION OR FILE A REQUEST FOR US. HOWEVER, WE THOUGHT THAT HE HAD ALREADY DONE THIS. I BECAME AWARE OF THE FACT THAT WE HAD NOT ASKED FOR AN EXTENSION, ONE WEEK AFTER THE DEADLINE HAD PASSED, WHEN WE ALL MET AS A GROUP TO BEGIN THE AUDIT PROCESS. AT THAT TIME, I CONTACTED THE IRS AND EXPLAINED THE SITUATION AND THE AGENT I SPOKE WITH SAID THERE WAS NOTHING I COULD DO AT THAT TIME, BUT WE ARE REQUESTING LENIENCY REGARDING THE PENALTY.THE MUSEUM FINANCES ARE ALSO RUN BY TRUSTEES, WHO ARE ALSO VOLUNTEERING THEIR TIME.WE DO NOT EXPECT ANY FURTHER LATE FILINGS FROM HERE ON OUT. WE WOULD APPRECIATE THE IRS' UNDERSTANDING.ExplanationTxt

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