SQUIRREL ISLAND HISTORICAL SOCIETY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SQUIRREL ISLAND HISTORICAL SOCIETY (EIN 01-0501236)
Tax period
2020-08-01 to 2021-07-31
Filed
2022-01-21
IRS object ID
202210219349300151
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-21T06:51:33-06:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202196313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCALLISTER ACCOUNTING & TAX SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 55AddressLine1Txt
CityJAYCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04239ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010501236EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SQUIRREL ISLAND HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSQUIBusinessNameControlTxt
Phone2079264743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1192 HATCH RDAddressLine1Txt
CityNEW GLOUCESTERCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN L WHITNEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2079264743PhoneNum
Signature2022-01-20SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIAN LPersonFirstNm
Person LastWHITNEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCUS E MCALLISTER EAPreparerPersonNm
PTINP01272608PTIN
Phone2078975667PhoneNum
Preparation2022-01-20PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIAN L WHITNEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1192 HATCH RDAddressLine1Txt
CityNEW GLOUCESTERCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$111,938GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Activity Or MissionTHE PURPOSE OF THE SOCIETY SHALL BE TO: A) DEVELOP, PROMOTE, AND AUGMENT UNDERSTANDING AND INTEREST IN THE HISTORY OF THE SOCIETY'S GEOGRAPHICAL AREA OF SQUIRREL ISLAND, ME AND THE SURROUNDING AREA, B) STIMULATE AWARENESS AND PRESERVATION OF LOCAL HISTORICAL, CULTURAL AND ARCHITECTURAL ASSETS AND RESOURCES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$147,374PYContributionsGrantsAmt
CY Contributions Grants$51,469CYContributionsGrantsAmt
PY Program Service Revenue$359PYProgramServiceRevenueAmt
CY Program Service Revenue$10,238CYProgramServiceRevenueAmt
PY Investment Income-$3,649PYInvestmentIncomeAmt
CY Investment Income$14,089CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$144,084PYTotalRevenueAmt
CY Total Revenue$75,796CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,020PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,795CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$152CYTotalFundraisingExpenseAmt
PY Other Expenses$3,283PYOtherExpensesAmt
CY Other Expenses$13,231CYOtherExpensesAmt
PY Total Expenses$15,303PYTotalExpensesAmt
CY Total Expenses$24,026CYTotalExpensesAmt
PY Revenues Less Expenses$128,781PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$51,770CYRevenuesLessExpensesAmt
Total Assets BOY$221,589TotalAssetsBOYAmt
Total Assets EOY$281,756TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$221,589NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$281,756NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PURPOSE OF THE SOCIETY SHALL BE TO: A) DEVELOP, PROMOTE, AND AUGMENT UNDERSTANDING AND INTEREST IN THE HISTORY OF THE SOCIETY'S GEOGRAPHICAL AREA OF SQUIRREL ISLAND, ME AND THE SURROUNDING AREA, B) STIMULATE AWARENESS AND PRESERVATION OF LOCAL HISTORICAL, CULTURAL AND ARCHITECTURAL ASSETS AND RESOURCES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$23,588ExpenseAmt
DescTHE SOCIETY RESARCHES AND COLLECTS HISTORICAL ARTIFACTS AND INFORMATION, MAINTAINS AND SAFEGUARDS THE SOCIETY, ITS FACILITIES, AND COLLECTIONS, SPONSORS EDUCATIONAL AND INFORMATIONAL PROGRAMS, EVENTS, AND ACTIVITIES, ENCOURAGES AND SUPPORTS THE RECOGNITION AND PRESERVATION OF LOCAL HISTORIC AREAS, SITES AND STRUCTURES, AND MAINTAINS ANY EXHIBIT AND COLLECTION SPACE USED BY THE SOCIETY.Desc
Total Program Service Expenses$23,588TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIAN L WHITNEYPersonNm
Phone2079264743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1192 HATCH RDAddressLine1Txt
CityNEW GLOUCESTERCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04260ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp

FieldValueIRS element (for citing)
PersonBRIAN L WHITNEYPersonNm
TitleTREASURERTitleTxt
OfficerYes (X)OfficerInd
Reportable Comp From Org$0ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$51,469AllOtherContributionsAmt
Total Contributions$51,469TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
T-SHIRT & BOOK SALES$8,475$8,475
SALES$1,543$1,543
GENEALOGIES$220$220
FieldValueIRS element (for citing)
Total Program Service Revenue$10,238TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$864TotalRevenueColumnAmt
Related Or Exempt Func Income$864RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$49,367SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$36,142SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$13,225SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,225TotalRevenueColumnAmt
Related Or Exempt Func Income$13,225RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,796TotalRevenueColumnAmt
Related Or Exempt Func Income$15,852RelatedOrExemptFuncIncomeAmt
Exclusion$8,475ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,795TotalAmt
Program Services$10,795ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Management And General$250ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$151TotalAmt
Program Services$151ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$152TotalAmt
Fundraising$152FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt
Program Services$1,500ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$130TotalAmt
Program Services$130ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$200ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$766TotalAmt
Program Services$766ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$854TotalAmt
Program Services$854ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
COGS$4,635$4,635
GENEALOGY SERVICES$3,975$3,975
MISCELLANEOUS EXPENSES$492$492
TAXES-SALES$90$90

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Management And General$35ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,026TotalAmt
Program Services$23,588ProgramServicesAmt
Management And General$286ManagementAndGeneralAmt
Fundraising$152FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,827BOYAmt
EOY$31,975EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$144,066BOYAmt
EOY$26,215EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$143,436LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$766LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$142,670EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$58,696BOYAmt
EOY$80,896EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$221,589BOYAmt
EOY$281,756EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$97,381BOYAmt
EOY$275,399EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$124,208BOYAmt
EOY$6,357EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$221,589BOYAmt
EOY$281,756EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$221,589BOYAmt
EOY$281,756EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$51,770ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,397NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$147,374CurrentTaxYearMinus1YearAmt
Current Tax Year$51,469CurrentTaxYearAmt
Total$198,843TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1,031CurrentTaxYearMinus1YearAmt
Current Tax Year$2,627CurrentTaxYearAmt
Total$3,658TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$148,405CurrentTaxYearMinus1YearAmt
Current Tax Year$54,096CurrentTaxYearAmt
Total$202,501TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$202,501PublicSupportTotal509Amt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year$2,840CurrentTaxYearAmt
Total$2,840TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$148,405CurrentTaxYearMinus1YearAmt
Current Tax Year$56,936CurrentTaxYearAmt
Total$205,341TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98620PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$143,436OtherCostOrOtherBasisAmt
Depreciation$766DepreciationAmt
Book Value$142,670BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$142,670TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE PURPOSE OF THE SOCIETY SHALL BE TO: A) DEVELOP, PROMOTE, AND AUGMENT UNDERSTANDING AND INTEREST IN THE HISTORY OF THE SOCIETY'S GEOGRAPHICAL AREA OF SQUIRREL ISLAND, ME AND THE SURROUNDING AREA, B) STIMULATE AWARENESS AND PRESERVATION OF LOCAL HISTORICAL, CULTURAL AND ARCHITECTURAL ASSETS AND RESOURCES.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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