NORTH ANDOVER HISTORICAL SOCIETY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: NORTH ANDOVER HISTORICAL SOCIETY (EIN 04-2259628)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202203189349305925
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 G
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T10:50:29-06:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042259628	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORTH ANDOVER HISTORICAL SOCIETY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NORT	BusinessNameControlTxt
Phone	9786864035	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	153 ACADEMY ROAD	AddressLine1Txt
City	NORTH ANDOVER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01845	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SUSAN HALTMAIER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	9786864035	PhoneNum
Signature	2022-11-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SUSAN	PersonFirstNm
Person Last	HALTMAIER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JODY K BOOTH	PreparerPersonNm
PTIN	P00963825	PTIN
Phone	7812459999	PhoneNum
Preparation	2022-11-11	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	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	SUSAN HALTMAIER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	153 ACADEMY ROAD	AddressLine1Txt
City	NORTH ANDOVER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01845	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$602,011	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.NORTHANDOVERHISTORICALSOCIETY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1933	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE SOCIETY IS DEDICATED TO PRESERVING, ACQUIRING, TEACHING, EXHIBITING AND RESEARCHING NORTH ANDOVER HISTORY, WHICH IT DOES MAINLY THROUGH ITS COLLECTIONS. THE SOCIETY SERVES AS A REPOSITORY FOR ARTIFACTS, ARCHIVAL INFORMATION, AND OBJECTS MADE OR USED IN THE NORTH ANDOVER AREA FROM THE LATE 17TH THROUGH THE EARLY 21ST CENTURY. IN ADDITION, THE NORTH ANDOVER HISTORICAL SOCIETY SUPPORTS AND PROMOTES THE ARCHITECTURAL AND LANDSCAPE HERITAGE OF THE TOWN.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Volunteers	29	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$770,842	PYContributionsGrantsAmt
CY Contributions Grants	$376,019	CYContributionsGrantsAmt
PY Program Service Revenue	$30,175	PYProgramServiceRevenueAmt
CY Program Service Revenue	$22,380	CYProgramServiceRevenueAmt
PY Investment Income	$93,013	PYInvestmentIncomeAmt
CY Investment Income	$69,000	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$7,052	CYOtherRevenueAmt
PY Total Revenue	$894,030	PYTotalRevenueAmt
CY Total Revenue	$474,451	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	$122,209	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$150,162	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$49,400	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$104,365	CYTotalFundraisingExpenseAmt
PY Other Expenses	$146,200	PYOtherExpensesAmt
CY Other Expenses	$268,118	CYOtherExpensesAmt
PY Total Expenses	$268,409	PYTotalExpensesAmt
CY Total Expenses	$467,680	CYTotalExpensesAmt
PY Revenues Less Expenses	$625,621	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,771	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,416,781	TotalAssetsBOYAmt
Total Assets EOY	$5,491,357	TotalAssetsEOYAmt
Total Liabilities BOY	$80,753	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,352	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,336,028	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,490,005	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE NORTH ANDOVER HISTORICAL SOCIETY'S MISSION IS TO BE A HUB FOR CULTURE, HISTORY, AND COMMUNITY ENGAGEMENT. USING ITS MULTIPLE PROPERTIES, THE SOCIETY HOST PROGRAMS AND COLLECTS, PRESERVES, AND SHARES MATERIAL THAT REFLECTS THE REGION'S IDENTITY, EXCITED THE IMAGINATION, AND PROMOTES A SUSTAINABLE SOCIETY. WITH ITS ROORS AS A HISTORY-FOCUSED EDUCATIONAL INSTITUTION, THE SOCIETY HAS BEEN, AND REMAINS, AN ACTIVE AND VIBRANT CENTER OF ACTIVITY FOR THOSE WHO CALL NORTH ANDOVER AND THE GREATER MERRIMACK VALLEY HOME.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$247,044	ExpenseAmt
Revenue	$29,432	RevenueAmt
Desc	WE ARE PROUD OF OUR 45-YEAR HISTORY OF WORKING FOR THE SCHOOL CHILDREN OF NORTH ANDOVER. DURING THIS TIME, WE HAVE ESTABLISHED A CLOSE PARTNERSHIP WITH THE LOCAL TEACHERS AT VARIOUS GRADE LEVELS AND HAVE OFFERED TEACHER TRAINING AND ACCESS TO PRIMARY SOURCES WHEN REQUESTED. WE HAVE COLLABORATED ON THE DEVELOPMENT OF SOCIAL STUDIES KITS FOR GRADES K-1 TO SUPPORT EARLY LEARNING INITIATIVES. WE CONTINUE TO INVITE LOCAL TEACHERS TO CONTRIBUTE POST-VISIT ACTIVITY MATERIALS FOR A "POP-UP" EXHIBIT, WHICH ARE FEATURED IN OUR HISTORY DISCOVERY ROOM. IN OUR VENTURE OF SAVING THE TEXTILE BASED PROGRAMMING FROM THE CLOSED AMERICAN TEXTILE HISTORY MUSEUM IN LOWELL, WE HAVE EXPANDED OUR AUDIENCE INTO LOWELL AND LAWRENCE.	Desc
Total Program Service Expenses	$247,044	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	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	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	Yes (1)	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	Yes (1)	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	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	3	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	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	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	0	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	0	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUSAN HALTIMAIER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9786864035	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	153 ACADEMY ROAD	AddressLine1Txt
City	NORTH ANDOVER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01845	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
DIANE HUSTER
BOARD PRESIDENT	10.00	Yes (X)	Yes (X)	$0	$0	$0
ALEXANDER LOTH
1ST VICE PRESIDENT	4.00	Yes (X)	Yes (X)	$0	$0	$0
MARK SVENDSEN
2ND VICE PRESIDENT	2.00	Yes (X)	Yes (X)	$0	$0	$0
SUSAN HALTMAIER
TREASURER	6.00	Yes (X)	Yes (X)	$0	$0	$0
NATHAN WEINREICH
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARION DONAHUE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
KARA KAUFMAN
DIRECTOR	3.00	Yes (X)		$0	$0	$0
DAVID KRES
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JOSEPH LAGRASSE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CHRIS MCVEY
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ASHLEY VAILLENCOURT
DIRECTOR	1.00	Yes (X)		$0	$0	$0
TRACY WAKEMAN
DIRECTOR	4.00	Yes (X)		$0	$0	$0
JAMES WORDEN
DIRECTOR	10.00	Yes (X)		$0	$0	$0
BRIAN HOWARD
EXECUTIVE DIRECTOR	50.00		Yes (X)	$75,000	$0	$6,500

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$75,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$6,500	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
All Other Contributions	$376,019	AllOtherContributionsAmt
Noncash Contributions	$10,000	NoncashContributionsAmt
Total Contributions	$376,019	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PROGRAM INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$22,380	TotalRevenueColumnAmt
Related Or Exempt Func Income	$22,380	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$22,380	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$43,382	TotalRevenueColumnAmt
Exclusion	$43,382	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$7,052	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$7,052	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,052	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,052	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$153,178	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$127,560	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$25,618	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$25,618	TotalRevenueColumnAmt
Exclusion	$25,618	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$474,451	TotalRevenueColumnAmt
Related Or Exempt Func Income	$29,432	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$69,000	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	$81,500	TotalAmt
Program Services	$40,506	ProgramServicesAmt
Management And General	$25,342	ManagementAndGeneralAmt
Fundraising	$15,652	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$55,181	TotalAmt
Program Services	$27,425	ProgramServicesAmt
Management And General	$17,158	ManagementAndGeneralAmt
Fundraising	$10,598	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,766	TotalAmt
Program Services	$1,236	ProgramServicesAmt
Management And General	$265	ManagementAndGeneralAmt
Fundraising	$265	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,715	TotalAmt
Program Services	$8,201	ProgramServicesAmt
Management And General	$1,757	ManagementAndGeneralAmt
Fundraising	$1,757	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$10,835	TotalAmt
Program Services	$100	ProgramServicesAmt
Management And General	$10,735	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$29,031	TotalAmt
Management And General	$29,031	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,000	TotalAmt
Management And General	$2,000	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$49,400	TotalAmt
Fundraising	$49,400	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,215	TotalAmt
Program Services	$1,190	ProgramServicesAmt
Management And General	$7,025	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$44,997	TotalAmt
Program Services	$44,287	ProgramServicesAmt
Management And General	$710	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$65,530	TotalAmt
Program Services	$65,530	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$13,375	TotalAmt
Management And General	$13,375	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
PROGRAM GRANTS AND EXPE	$48,149	$48,149
CAPITAL CAMPAIGN EXPENS	$26,693		$26,693
IN-KIND SERVICES	$10,000	$10,000
TELECOMMUNICATIONS	$6,702			$6,702

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,591	TotalAmt
Program Services	$420	ProgramServicesAmt
Management And General	$2,171	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$467,680	TotalAmt
Program Services	$247,044	ProgramServicesAmt
Management And General	$116,271	ManagementAndGeneralAmt
Fundraising	$104,365	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$506,300	BOYAmt
EOY	$402,444	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,040,536	BOYAmt
EOY	$238,737	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$74,905	BOYAmt
EOY	$95,959	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$13,286	BOYAmt
EOY	$17,036	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,726,644	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$570,273	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$509,529	BOYAmt
EOY	$1,156,371	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,012,306	BOYAmt
EOY	$2,970,769	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,259,919	BOYAmt
EOY	$610,041	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,416,781	BOYAmt
EOY	$5,491,357	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$80,753	BOYAmt
EOY	$1,352	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$80,753	BOYAmt
EOY	$1,352	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	$3,810,611	BOYAmt
EOY	$4,785,848	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,525,417	BOYAmt
EOY	$704,157	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,336,028	BOYAmt
EOY	$5,490,005	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,416,781	BOYAmt
EOY	$5,491,357	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$6,771	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$267,421	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$120,215	PriorPeriodAdjustmentsAmt
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)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$402,462	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$139,942	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$528,218	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$770,842	CurrentTaxYearMinus1YearAmt
Current Tax Year	$376,019	CurrentTaxYearAmt
Total	$2,217,483	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,130	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,860	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$33,547	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$30,175	CurrentTaxYearMinus1YearAmt
Current Tax Year	$29,432	CurrentTaxYearAmt
Total	$129,144	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$411,592	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$166,802	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$561,765	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$801,017	CurrentTaxYearMinus1YearAmt
Current Tax Year	$405,451	CurrentTaxYearAmt
Total	$2,346,627	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year	$25,110	CurrentTaxYearAmt
Total	$25,110	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	$25,110	CurrentTaxYearAmt
Total	$25,110	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$2,321,517	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$41,741	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$38,924	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$43,359	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,534	CurrentTaxYearMinus1YearAmt
Current Tax Year	$39,682	CurrentTaxYearAmt
Total	$199,240	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$41,741	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$38,924	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$43,359	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,534	CurrentTaxYearMinus1YearAmt
Current Tax Year	$39,682	CurrentTaxYearAmt
Total	$199,240	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$453,333	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$205,726	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$605,124	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$836,551	CurrentTaxYearMinus1YearAmt
Current Tax Year	$445,133	CurrentTaxYearAmt
Total	$2,545,867	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.91190	PublicSupportCY509Pct
Public Support PY509	0.92370	PublicSupportPY509Pct
Investment Income CY	0.07830	InvestmentIncomeCYPct
Investment Income PY	0.07630	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	$15,000	BeginningYearBalanceAmt
End Year Balance	$15,000	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,000	BeginningYearBalanceAmt
End Year Balance	$15,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,000	BeginningYearBalanceAmt
End Year Balance	$15,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,000	BeginningYearBalanceAmt
End Year Balance	$15,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,000	BeginningYearBalanceAmt
End Year Balance	$15,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$80,962	OtherCostOrOtherBasisAmt
Book Value	$80,962	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,599,806	OtherCostOrOtherBasisAmt
Depreciation	$523,620	DepreciationAmt
Book Value	$1,076,186	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$45,876	OtherCostOrOtherBasisAmt
Depreciation	$46,653	DepreciationAmt
Book Value	-$777	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,156,371	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
INVEST IN AFILLIATES	$371,479
CONSTRUCTION IN PROGRESS	$230,112
DUE FROM AFFILIATES	$8,450

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$610,041	TotalBookValueOtherAssetsAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

EARNINGS FROM THIS ENDOWMENT ARE TO BE USED FOR MONITORING THE HISTORICAL PRESERVATION ON SPECIFIED REAL ESTATE

PART X, LINE 2:

IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, ACCORDINGLY, THE COMBINED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. THESE DETERMINATIONS HAVE BEEN REVIEWED ACCORDING TO GUIDANCE IN A FINANCIAL ACCOUNTING STANDARDS BOARD PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE SOCIETY 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 DECEMBER 31, 2021, THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SOCIETY IS GENERALLY SUBJECT TO POTENTIAL EXAMINATION BY TAXING JURISDICTIONS FOR THE PRIOR THREE YEARS.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SAGE ADVANCEMENT GROUP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 COLBY STREET	AddressLine1Txt
City	HAVERHILL	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01835	ZIPCd

Field	Value	IRS element (for citing)
Activity	CAPITAL CAMPAIGN CONSULTING	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$303,020	GrossReceiptsAmt
Retained By Contractor	$57,000	RetainedByContractorAmt
Net To Organization	$246,020	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$303,020	TotalGrossReceiptsAmt
Total Retained By Contractors	$57,000	TotalRetainedByContractorsAmt
Total Net To Organization	$246,020	TotalNetToOrganizationAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE TREAUSRER REVIEWS THE TAX RETURNS WITH THE FINANCE COMMITTEE. COPIES OF THE FORM 990 AND FORM PC ARE EMAILED TO ALL OF THE BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 24E	MISCELLANEOUS: PROGRAM SERVICE EXPENSES 420. MANAGEMENT AND GENERAL EXPENSES 2,171. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,591.
FORM 990, PART XII, LINE 2C:	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Controlled OrganizationControlledOrganizationInd
BRICK STORE COMPANY IN ANDOVER NORTH PARISH
PO BOX 876	NORTH ANDOVER	MA	01845	046122901	PRESERVATION OF HISTORICAL STRUCTURES	MA	501(C)(2)	0
CENTER REALTY TRUST
PO BOX 876	NORTH ANDOVER	MA	01845	042348294	TITLE HOLDING COMPANY	MA	501(C)(2)	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CENTER REALTY TRUST OF NORTH ANDOVER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$5,000	InvolvedAmt
Method Of Amount Determination	CASH PAYMENT	MethodOfAmountDeterminationTxt