AMERICAN CONGREGATIONAL ASSOCIATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: AMERICAN CONGREGATIONAL ASSOCIATION (EIN 04-2103658)
Tax period: 2021-04-01 to 2022-03-31
Filed: 2022-08-12
IRS object ID: 202242249349300229
Schema version: 2021v4.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-12T09:22:42-05:00	ReturnTs
Tax Period End	2022-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	872525370	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CITRIN COOPERMAN ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	30 BRAINTREE HL OFFICE PARK STE 300	AddressLine1Txt
City	BRAINTREE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02184	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103658	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AMERICAN CONGREGATIONAL ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	AMER	BusinessNameControlTxt
Phone	6175230470	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14 BEACON STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02108	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL AHEARN	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	6175230470	PhoneNum
Signature	2022-08-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	AHEARN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAULA VUKSIC	PreparerPersonNm
PTIN	P00360739	PTIN
Phone	7813562000	PhoneNum
Preparation	2022-08-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL AHEARN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14 BEACON STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02108	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,615,884	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CONGREGATIONALLIBRARY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1854	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE ORGANIZATION COLLECTS, PRESERVES, AND MAKES AVAILABLE MATERIALS TO ADVANCE THE STUDY AND DEEPER UNDERSTANDING OF THE CONGREGATIONAL STORY, A CRUCIAL INFLUENCE ON AMERICA'S SPIRITUAL, INTELLECTUAL, CULTURAL, AND CIVIC TRADITIONS.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	9	TotalEmployeeCnt
Total Volunteers	27	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$275,620	PYContributionsGrantsAmt
CY Contributions Grants	$411,553	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$463,827	PYInvestmentIncomeAmt
CY Investment Income	$1,788,621	CYInvestmentIncomeAmt
PY Other Revenue	$690,622	PYOtherRevenueAmt
CY Other Revenue	$16,197	CYOtherRevenueAmt
PY Total Revenue	$1,430,069	PYTotalRevenueAmt
CY Total Revenue	$2,216,371	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	$626,958	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$395,120	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$977	CYTotalFundraisingExpenseAmt
PY Other Expenses	$992,930	PYOtherExpensesAmt
CY Other Expenses	$1,180,573	CYOtherExpensesAmt
PY Total Expenses	$1,619,888	PYTotalExpensesAmt
CY Total Expenses	$1,575,693	CYTotalExpensesAmt
PY Revenues Less Expenses	-$189,819	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$640,678	CYRevenuesLessExpensesAmt
Total Assets BOY	$43,492,443	TotalAssetsBOYAmt
Total Assets EOY	$42,360,042	TotalAssetsEOYAmt
Total Liabilities BOY	$12,037,596	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,162,083	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$31,454,847	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$31,197,959	NetAssetsOrFundBalancesEOYAmt
Mission	THE ORGANIZATION COLLECTS, PRESERVES, AND MAKES AVAILABLE MATERIALS TO ADVANCE THE STUDY AND DEEPER UNDERSTANDING OF THE CONGREGATIONAL STORY, A CRUCIAL INFLUENCE ON AMERICA'S SPIRITUAL, INTELLECTUAL, CULTURAL, AND CIVIC TRADITIONS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,283,034	ExpenseAmt
Desc	NEW ENGLAND'S HIDDEN HISTORIES - A PROGRAM TO COLLECT AND DISPLAY ON THE INTERNET ALL EXTANT SEVENTEENTH- AND EIGHTEENTH-CENTURY NEW ENGLAND CHURCH RECORDS AS WELL AS SUPPORTING ECCLESIASTICAL PAPERS.	Desc
Total Program Service Expenses	$1,283,034	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	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	Yes (1)	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	1	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	9	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	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	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	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	MICHAEL AHEARN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6175230470	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14 BEACON STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02108	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
RICHARD ELLIOTT
CHAIR	5.00	Yes (X)	Yes (X)	$0	$0	$0
LINDA SMITH RHOADS
SECRETARY	5.00	Yes (X)	Yes (X)	$0	$0	$0
STEVEN SILVER - UNTIL 63022
TREASURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
JEAN ALEXANDER
DIRECTOR	5.00	Yes (X)		$0	$0	$0
CHRISTOPHER BENNETT
DIRECTOR	5.00	Yes (X)		$0	$0	$0
MARY E BIEDRON
DIRECTOR	5.00	Yes (X)		$0	$0	$0
RICHARD J BOLES
DIRECTOR	5.00	Yes (X)		$0	$0	$0
FRANCIS J BREMER
DIRECTOR	5.00	Yes (X)		$0	$0	$0
KAREN S BYRNE
DIRECTOR	5.00	Yes (X)		$0	$0	$0
DAVIS DYER
DIRECTOR	5.00	Yes (X)		$0	$0	$0
MAXWELL GRANT
DIRECTOR	5.00	Yes (X)		$0	$0	$0
JONATHAN GUEST
DIRECTOR	5.00	Yes (X)		$0	$0	$0
JAMES A HOPKINS
DIRECTOR	5.00	Yes (X)		$0	$0	$0
THOMAS KNOLES
DIRECTOR	5.00	Yes (X)		$0	$0	$0
STEPHEN G RAY JR
DIRECTOR	5.00	Yes (X)		$0	$0	$0
JONATHAN C ROACH
DIRECTOR	5.00	Yes (X)		$0	$0	$0
ADRIAN CHASTAIN WEIMER
DIRECTOR	5.00	Yes (X)		$0	$0	$0
STEPHEN MURRAY-UNTIL 43021
EXECUTIVE DIRECTOR	35.00		Yes (X)	$50,723	$0	$12,151
MARTHA M WALZ - FROM 6121
INTERIM EXECUTIVE DIRECTOR	35.00		Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$50,723	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$12,151	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

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INTERIM EXECUTIVE SOLUTIONS	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1188 BEACON STREET-UNIT B	AddressLine1Txt
City	NEWTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02461	ZIPCd

Field	Value	IRS element (for citing)
Services	INTERIM EXECUTIVE DIRECTOR	ServicesDesc
Compensation	$125,000	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Government Grants	$237,871	GovernmentGrantsAmt
All Other Contributions	$173,682	AllOtherContributionsAmt
Total Contributions	$411,553	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$379,641	TotalRevenueColumnAmt
Exclusion	$379,641	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,808,493	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$399,513	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,408,980	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,408,980	TotalRevenueColumnAmt
Exclusion	$1,408,980	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER INCOME	611600	$10,000	$10,000
LIBRARY ROYALTIES	611600	$3,322	$3,322
REIMBURSED COSTS	611600	$2,875	$2,875

Field	Value	IRS element (for citing)
Other Revenue Total	$16,197	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,216,371	TotalRevenueColumnAmt
Related Or Exempt Func Income	$16,197	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,788,621	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$21,858	TotalAmt
Program Services	$19,235	ProgramServicesAmt
Management And General	$2,623	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$292,680	TotalAmt
Program Services	$258,427	ProgramServicesAmt
Management And General	$34,253	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,271	TotalAmt
Program Services	$4,271	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$51,085	TotalAmt
Program Services	$45,096	ProgramServicesAmt
Management And General	$5,989	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$25,226	TotalAmt
Program Services	$22,269	ProgramServicesAmt
Management And General	$2,957	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$28,804	TotalAmt
Management And General	$28,804	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$63,350	TotalAmt
Management And General	$63,350	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$97,614	TotalAmt
Management And General	$97,614	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$215,535	TotalAmt
Program Services	$213,027	ProgramServicesAmt
Management And General	$2,508	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,193	TotalAmt
Program Services	$10,193	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$43,286	TotalAmt
Program Services	$43,286	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$463,339	TotalAmt
Program Services	$440,653	ProgramServicesAmt
Management And General	$22,686	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$30,898	TotalAmt
Management And General	$30,898	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$117,889	TotalAmt
Program Services	$117,889	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$30,715	TotalAmt
Program Services	$30,715	ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
PROGRAM COSTS	$73,027	$72,050	$977
BOOKS BINDING AND PERIO	$5,923	$5,923

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,575,693	TotalAmt
Program Services	$1,283,034	ProgramServicesAmt
Management And General	$291,682	ManagementAndGeneralAmt
Fundraising	$977	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$416,374	BOYAmt
EOY	$621,620	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$79,372	BOYAmt
EOY	$54,352	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,266	BOYAmt
EOY	$16,859	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,039,308	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$395,522	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,761,676	BOYAmt
EOY	$2,643,786	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$29,345,717	BOYAmt
EOY	$28,428,270	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$10,878,038	BOYAmt
EOY	$10,595,155	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$43,492,443	BOYAmt
EOY	$42,360,042	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$52,781	BOYAmt
EOY	$59,764	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$951,629	BOYAmt
EOY	$591,629	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$114,242	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$10,918,944	BOYAmt
EOY	$10,510,690	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,037,596	BOYAmt
EOY	$11,162,083	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	$31,352,327	BOYAmt
EOY	$31,095,439	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$102,520	BOYAmt
EOY	$102,520	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$31,454,847	BOYAmt
EOY	$31,197,959	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$43,492,443	BOYAmt
EOY	$42,360,042	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$640,678	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$897,566	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$202,966	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$298,446	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$642,657	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$275,620	CurrentTaxYearMinus1YearAmt
Current Tax Year	$411,553	CurrentTaxYearAmt
Total	$1,831,242	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$202,966	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$298,446	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$642,657	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$275,620	CurrentTaxYearMinus1YearAmt
Current Tax Year	$411,553	CurrentTaxYearAmt
Total	$1,831,242	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$1,831,242	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$331,958	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$464,357	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$488,801	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$327,595	CurrentTaxYearMinus1YearAmt
Current Tax Year	$379,641	CurrentTaxYearAmt
Total	$1,992,352	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,586	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,377	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,220	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$685,660	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,197	CurrentTaxYearAmt
Total	$720,040	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$4,543,634	TotalSupportAmt
Gross Receipts Rltd Activities	$398,363	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.40300	PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind
Public Support PY509	0.34390	PublicSupportPY509Pct
Investment Income PY	0.34080	InvestmentIncomePYPct

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	$29,345,717	BeginningYearBalanceAmt
Investment Earnings Or Losses	$762,553	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,680,000	OtherExpendituresAmt
End Year Balance	$28,428,270	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$23,544,350	BeginningYearBalanceAmt
Investment Earnings Or Losses	$7,391,367	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,590,000	OtherExpendituresAmt
End Year Balance	$29,345,717	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$26,191,268	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$1,326,918	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,320,000	OtherExpendituresAmt
End Year Balance	$23,544,350	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$26,858,413	BeginningYearBalanceAmt
Investment Earnings Or Losses	$862,855	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,530,000	OtherExpendituresAmt
End Year Balance	$26,191,268	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,290,160	BeginningYearBalanceAmt
Contributions	$24,768,135	ContributionsAmt
Investment Earnings Or Losses	-$339,119	InvestmentEarningsOrLossesAmt
Other Expenditures	$860,763	OtherExpendituresAmt
End Year Balance	$26,858,413	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.99930	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00070	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,627,587	OtherCostOrOtherBasisAmt
Depreciation	$118,628	DepreciationAmt
Book Value	$2,508,959	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$340,952	OtherCostOrOtherBasisAmt
Depreciation	$206,895	DepreciationAmt
Book Value	$134,057	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$70,769	OtherCostOrOtherBasisAmt
Depreciation	$69,999	DepreciationAmt
Book Value	$770	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,643,786	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
RIGHT OF USE ASSET	$10,469,784
ERTC RECEIVABLE	$125,371

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$10,595,155	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LEASE LIABILITY ROU OFFSET	Desc
Amt	$10,510,690	Amt

Field	Value	IRS element (for citing)
Total Liability	$10,510,690	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,221,191	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$897,566	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$897,566	RevenueNotReportedAmt
Revenue Subtotal	$2,118,757	RevenueSubtotalAmt
Investment Expenses Not Incld	$97,614	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$97,614	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,216,371	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,478,079	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$1,478,079	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$97,614	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$97,614	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,575,693	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	THE ORGANIZATION'S LIBRARY HOLDS SOME 225,000 ITEMS, BOTH ARCHIVAL AND PUBLISHED, COVERING CONGREGATIONAL CHRISTIAN HISTORY AND A BROAD ARRAY OF RELATED TOPICS. ITS RARE BOOK SECTION INCLUDES AN UNUSUALLY RICH AND COMPLETE REPRESENTATION OF ENGLISH AND FIRST-GENERATION PURITAN WORKS. THE ARCHIVE OF COLONIAL-ERA CHURCH RECORDS IS ALSO EXTENSIVE, CONTAINING MANY SETS OF SEVENTEENTH-CENTURY DOCUMENTS AS WELL AS FULL COLLECTIONS FROM LARGE AND HISTORICALLY SIGNIFICANT MODERN CHURCHES LIKE BOSTON'S OLD SOUTH, ESTABLISHED IN 1669, AND PARK STREET CHURCH, FORMED IN 1809. MANY ARE AVAILABLE IN DIGITAL FORM AS PART OF THE HIDDEN HISTORIES COLLECTIONS, AND ACCESSIBLE ON ITS WEBSITE. THE LIBRARY ALSO CONTAINS A LARGE SERMON COLLECTION, SOME 15,000 INDIVIDUAL PIECES, COVERING THE PERIOD FROM THE LATE 1600S TO THE TWENTIETH CENTURY, IN BOTH MANUSCRIPT AND PRINTED FORM.
PART V, LINE 4:	THE ASSOCIATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR RESTRICTED FUNDS THAT THE ASSOCIATION MUST HOLD IN PERPETUITY OR FOR A DONOR SPECIFIED PERIOD AS WELL AS BOARD DESIGNATED FUNDS.
PART X, LINE 2:	THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY. THE ASSOCIATION FILES INFORMATIONAL TAX RETURNS AS REQUIRED BY THE IRC. THE ASSOCIATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THIS TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE ASSOCIATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS AS OF MARCH 31, 2022 AND 2021.

Schedule M IRS990ScheduleM

Art Historical Treasures ArtHistoricalTreasuresGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	40	ContributionCnt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, COLUMN (B):

ART - HISTORICAL TREASURES INCLUDE 15 ARCHIVAL COLLECTIONS AND 25 BOOKS WHICH WERE DONATED IN THE FISCAL YEAR.

PART I, LINE 33:

THE LIBRARY COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE ACCOMPANYING FINANCIAL STATEMENTS AND THEREFORE NO VALUE IS GIVEN. THE ASSOCIATION'S COLLECTIONS ARE COMPRISED OF RARE BOOKS AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD OF DIRECTORS' FINANCE AND AUDIT COMMITTEE REVIEWS THE COMPLETE FORM 990 FOLLOWING WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COMPLETE COPY OF THE FORM 990 AT LEAST 72 HOURS BEFORE IT IS FILED SO THEY MAY REVIEW IT AND ASK QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION REVIEWS AND ENFORCES ANY CONFLICTS OF INTEREST BY THE BOARD OF DIRECTORS AND EMPLOYEES AND OPERATIONS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION ANNUALLY TAKING MARKET RATES/COMPARABILITY DATA INTO ACCOUNT.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES THE INFORMATION AVAILABLE UPON REQUEST. THE INFORMATION WOULD BE SENT IN A HARD COPY UNLESS OTHERWISE AGREED UPON.
FORM 990, PART IX, LINE 11G	IT CONSULTANT: PROGRAM SERVICE EXPENSES 33,682. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,682. OTHER: PROGRAM SERVICE EXPENSES 179,345. MANAGEMENT AND GENERAL EXPENSES 2,508. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,853.
PART XII LINE 2C	THERE HAS BEEN NO CHANGE TO THESE PROCESSES FROM THE PRIOR YEAR.