MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC (EIN 04-6003248)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-08
IRS object ID
202213129349303676
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-08T14:54:40-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042894876PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RYAN & COSCIA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1256 ESSEX STREETAddressLine1Txt
CitySALEMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01970ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046003248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARBLEHEAD MUSEUM & HISTORICALBusinessNameLine1Txt
Business Name Line2SOCIETY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARBBusinessNameControlTxt
Phone7816311768PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 WASHINGTON STREETAddressLine1Txt
CityMARBLEHEADCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01945ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAURA K PHELANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7816311768PhoneNum
Signature2022-11-03SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMAURAPersonFirstNm
Person LastPHELANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN COSCIA PCPreparerPersonNm
PTINP00146086PTIN
Phone9787441760PhoneNum
Preparation2022-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMAURA K PHELANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 WASHINGTON STREETAddressLine1Txt
CityMARBLEHEADCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01945ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$866,524GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressMARBLEHEADMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1902FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE MARBLEHEAD MUSEUM'S MISSON IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$131,732PYContributionsGrantsAmt
CY Contributions Grants$349,452CYContributionsGrantsAmt
PY Program Service Revenue$33,773PYProgramServiceRevenueAmt
CY Program Service Revenue$29,525CYProgramServiceRevenueAmt
PY Investment Income$143,135PYInvestmentIncomeAmt
CY Investment Income$195,404CYInvestmentIncomeAmt
PY Other Revenue$27,759PYOtherRevenueAmt
CY Other Revenue$50,932CYOtherRevenueAmt
PY Total Revenue$336,399PYTotalRevenueAmt
CY Total Revenue$625,313CYTotalRevenueAmt
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$119,842PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$132,628CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$42,776CYTotalFundraisingExpenseAmt
PY Other Expenses$136,410PYOtherExpensesAmt
CY Other Expenses$165,811CYOtherExpensesAmt
PY Total Expenses$256,252PYTotalExpensesAmt
CY Total Expenses$298,439CYTotalExpensesAmt
PY Revenues Less Expenses$80,147PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$326,874CYRevenuesLessExpensesAmt
Total Assets BOY$2,339,299TotalAssetsBOYAmt
Total Assets EOY$2,846,956TotalAssetsEOYAmt
Total Liabilities BOY$7,978TotalLiabilitiesBOYAmt
Total Liabilities EOY$143,739TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,331,321NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,703,217NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$187,727ExpenseAmt
Revenue$47,402RevenueAmt
DescTHE MARBLEHEAD MUSEUM ACHIEVES ITS MISSION TO PRESERVE, PROTECT ANDPROMOTE THE UNIQUE HISTORY OF MARBLEHEAD THROUGH A VARIETY OF PROGRAMSAND INITIATIVES FOR CHILDREN AND ADULTS. THE MUSEUM AND THE LEE MANSIONARE OPEN TUESDAY THROUGH SATURDAY FROM JUNE THROUGH OCTOBER. THE MUSEUMREMAINS OPEN YEAR ROUND, WHILE THE LEE MANSION IS SEASONAL.ADMISSION TO THE LEE MANSION IS $10 PER PERSON. APPROXIMATELY 6000PEOPLE VISIT THE MANSION ANNUALLY. THE MUSEUM DOES NOT CHARGEADMISSION, AND THE CHANGING EXHIBIT AND THE FROST GALLERY ARE OPEN TOVISITORS. THE STAFF IS ALSO AVAILABLE TO HELP WITH RESEARCH QUESTIONS.THE MUSEUM'S THIRD PROPERTY, THE CIVIL WAR AND G.A.R. MUSEUM, IS OPENON SATURDAYS IN SPRING, SUMMER AND FALL, WITH NO ADMISSION CHARGE.CHILDREN'S PROGRAMMING INCLUDES AFTER SCHOOL WORKSHOPS, GUIDED TOURS AND ACTIVITIES AT THE LEE MANSION AND THE FROST GALLERY, STAFF VISITS TO CLASSROOMS AND INTERN PROJECTS FOR HIGH SCHOOL AND COLLEGE STUDENTS.ALL CHILDREN'S PROGRAMMING IS FREE. APPROXIMATELY 1000 STUDENTS, FROM3RD TO 8TH GRADES OF MARBLEHEAD PUBLIC SCHOOLS VISIT ANNUALLY. ANAVERAGE OF 4 TO 6 STUDENTS FROM LOCAL HIGH SCHOOLS AND COLLEGES WORKONE ON ONE WITH STAFF THROUGHOUT THE YEAR AS INTERNS.PROGRAMMING FOR ADULTS FOCUSES ON THE SPRING AND FALL LECTURE SERIES, SPONSORED BY MARBLE HARBOR INVESTMENT COUNSEL, A TOTAL OF 10-12 LECTURES ARE OFFERED EACH YEAR. ALSO, WALKING TOURS OF HISTORIC MARBLEHEAD TAKE PLACE DURING THE SUMMER AND FALL, DAYTIME LECTURE SERIES, KNOWN AS BROWN BAG LUNCHES, ARE OFFERED AT NO CHARGE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,885ExpenseAmt
DescTHE MUSEUM HAS OVER 60,000 CATALOGUED OBJECTS, ARTIFACTS AND PERSONAL PAPERS IN ITS COLLECTION, MOST OF THE FURNITURE, PAINTINGS AND DECORATIVE ARTS ARE ON DISPLAY IN THE LEE MANSION. A PORTION OF THE MUSEUM'S COLLECTION IS AVAILABLE ONLINE THROUGH THE MUSEUM'S WEBSITE, MARBLEHEADMUSEUM.ORG. THE MUSEUM'S CURATOR WORKS WITH RESEARCHERS BOTH IN PERSON AND THROUGH EMAIL AND TELEPHONE REQUESTS. PURCHASES FOR THE MUSEUM COLLECTION ARE LIMITED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,696ExpenseAmt
DescTHE MARBLEHEAD MUSEUM OFFERS CHANGING EXHIBITS, USUALLY TWO TO THREE EACH YEAR, IN THE MUSEUM'S CHANGING EXHIBIT GALLERY. IN 2021, THE MUSEUM'S EXHIBIT WAS ABOUT THE ARTWORK OF SAMUEL CHAMBERLAIN. THE EXHIBIT WAS SUPPORTED BY RELATED LECTURES AND PROGRAMS, INCLUDING A TALK BY LOCAL BUSINESSMAN EUGENE ARNOULD WHO WORKED WITH CHAMBERLAIN. OTHER PROGRAMS INCLUDED HARBOR TOURS OF THE HISTORIC WATERFRONT AND MORE THAN A DOZEN LECTURES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$198,308TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
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 Assets0ReportOtherAssetsInd
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 ActivitiesYes (1)FundraisingActivitiesInd
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 Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
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
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 Rln0FamilyOrBusinessRlnInd
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 PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAUREN MCCORMACKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7816311768PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 WASHINGTON STREETAddressLine1Txt
CityMARBLEHEADCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01945ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MAURA K PHELAN
PRESIDENT/DIRECTOR2.00Yes (X)Yes (X)$0$0$0
PATTY PEDERSON
V.P./DIRECTOR2.00Yes (X)Yes (X)$0$0$0
KIMBERLY DOWNING
SECRETARY/DIRECTOR2.00Yes (X)Yes (X)$0$0$0
PATRICIA LAUSIER
TREASURER/DIRECTOR2.00Yes (X)Yes (X)$0$0$0
BONNIE BUCKLEY
DIRECTOR (AS OF 07/01/21)2.00Yes (X)$0$0$0
CHRISTOPHER COUGHLAN
DIRECTOR2.00Yes (X)$0$0$0
ELIZABETH GILL
DIRECTOR2.00Yes (X)$0$0$0
RICHARD CUZNER
DIRECTOR2.00Yes (X)$0$0$0
HAROLD KOKINOS
DIRECTOR2.00Yes (X)$0$0$0
FAXON MICHAUD
DIRECTOR2.00Yes (X)$0$0$0
ELIZABETH MOORE
DIRECTOR2.00Yes (X)$0$0$0
ANDREW PEACH
DIRECTOR2.00Yes (X)$0$0$0
KAREN ROSENBERG
DIRECTOR2.00Yes (X)$0$0$0
LAUREN MCCORMACK
EXECUTIVE DIRECTOR37.50Yes (X)$51,923$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$51,923TotalReportableCompFromOrgAmt
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$31,115MembershipDuesAmt
All Other Contributions$318,337AllOtherContributionsAmt
Total Contributions$349,452TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMISSIONSDesc
Business900099BusinessCd
Total Revenue Column$29,525TotalRevenueColumnAmt
Related Or Exempt Func Income$29,525RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$29,525TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,245TotalRevenueColumnAmt
Exclusion$99,245ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,800RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$5,800RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,800TotalRevenueColumnAmt
Related Or Exempt Func Income$5,800RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$313,899SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$217,740SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$96,159SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,159TotalRevenueColumnAmt
Exclusion$96,159ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$43,487FundraisingGrossIncomeAmt
Fundraising Direct Expenses$10,432FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,055TotalRevenueColumnAmt
Exclusion$33,055ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$25,116GrossSalesOfInventoryAmt
Cost Of Goods Sold$13,039CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,077TotalRevenueColumnAmt
Related Or Exempt Func Income$12,077RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$625,313TotalRevenueColumnAmt
Related Or Exempt Func Income$47,402RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$228,459ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$51,924TotalAmt
Program Services$25,962ProgramServicesAmt
Management And General$12,981ManagementAndGeneralAmt
Fundraising$12,981FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$71,423TotalAmt
Program Services$38,419ProgramServicesAmt
Management And General$17,353ManagementAndGeneralAmt
Fundraising$15,651FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,281TotalAmt
Program Services$6,176ProgramServicesAmt
Management And General$1,482ManagementAndGeneralAmt
Fundraising$1,623FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,534TotalAmt
Program Services$1,560ProgramServicesAmt
Management And General$4,974ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,879TotalAmt
Program Services$12,285ProgramServicesAmt
Management And General$7,576ManagementAndGeneralAmt
Fundraising$6,018FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$69,484TotalAmt
Program Services$62,809ProgramServicesAmt
Management And General$3,596ManagementAndGeneralAmt
Fundraising$3,079FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,160TotalAmt
Management And General$2,160ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,636TotalAmt
Program Services$10,416ProgramServicesAmt
Management And General$2,273ManagementAndGeneralAmt
Fundraising$1,947FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$33,299TotalAmt
Program Services$30,099ProgramServicesAmt
Management And General$1,723ManagementAndGeneralAmt
Fundraising$1,477FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MUSEUM COLLECTION & EXH$10,582$10,582
BANK AND CREDIT CARD FE$3,237$3,237

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$298,439TotalAmt
Program Services$198,308ProgramServicesAmt
Management And General$57,355ManagementAndGeneralAmt
Fundraising$42,776FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$51,898BOYAmt
EOY$68,138EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$308,220BOYAmt
EOY$159,452EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$300BOYAmt
EOY$300EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,511BOYAmt
EOY$9,185EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,435BOYAmt
EOY$11,709EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,385,355LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$304,521LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$415,300BOYAmt
EOY$1,080,834EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,540,218BOYAmt
EOY$1,516,921EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,417BOYAmt
EOY$417EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,339,299BOYAmt
EOY$2,846,956EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,978BOYAmt
EOY$43,739EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,978BOYAmt
EOY$143,739EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,177,650BOYAmt
EOY$2,535,777EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$153,671BOYAmt
EOY$167,440EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,331,321BOYAmt
EOY$2,703,217EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,339,299BOYAmt
EOY$2,846,956EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$326,874ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22,622NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$22,400OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$173,322CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$388,297CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$204,822CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,664CurrentTaxYearMinus1YearAmt
Current Tax Year$318,337CurrentTaxYearAmt
Total$1,193,442TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,039CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,756CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,760CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,679CurrentTaxYearMinus1YearAmt
Current Tax Year$103,928CurrentTaxYearAmt
Total$333,162TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$229,361CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$441,053CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$259,582CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$174,343CurrentTaxYearMinus1YearAmt
Current Tax Year$422,265CurrentTaxYearAmt
Total$1,526,604TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,150CurrentTaxYearMinus3YearsAmt
Total$40,150TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,150CurrentTaxYearMinus3YearsAmt
Total$40,150TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,486,454PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,136CurrentTaxYearMinus1YearAmt
Current Tax Year$195,404CurrentTaxYearAmt
Total$473,258TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,136CurrentTaxYearMinus1YearAmt
Current Tax Year$195,404CurrentTaxYearAmt
Total$473,258TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$270,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$486,850CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$307,663CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$317,479CurrentTaxYearMinus1YearAmt
Current Tax Year$617,669CurrentTaxYearAmt
Total$1,999,862TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.74330PublicSupportCY509Pct
Public Support PY5090.78120PublicSupportPY509Pct
Investment Income CY0.23660InvestmentIncomeCYPct
Investment Income PY0.18900InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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$1,865,316BeginningYearBalanceAmt
Investment Earnings Or Losses$218,628InvestmentEarningsOrLossesAmt
Other Expenditures$397,660OtherExpendituresAmt
Administrative Expenses$601AdministrativeExpensesAmt
End Year Balance$1,685,683EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,731,315BeginningYearBalanceAmt
Investment Earnings Or Losses$128,644InvestmentEarningsOrLossesAmt
Other Expenditures-$6,042OtherExpendituresAmt
Administrative Expenses$685AdministrativeExpensesAmt
End Year Balance$1,865,316EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,498,384BeginningYearBalanceAmt
Contributions$57,067ContributionsAmt
Investment Earnings Or Losses$275,479InvestmentEarningsOrLossesAmt
Other Expenditures$99,196OtherExpendituresAmt
Administrative Expenses$419AdministrativeExpensesAmt
End Year Balance$1,731,315EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,374,203BeginningYearBalanceAmt
Contributions$371,673ContributionsAmt
Investment Earnings Or Losses-$79,428InvestmentEarningsOrLossesAmt
Other Expenditures$167,879OtherExpendituresAmt
Administrative Expenses$185AdministrativeExpensesAmt
End Year Balance$1,498,384EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,577,813BeginningYearBalanceAmt
Contributions$48,133ContributionsAmt
Investment Earnings Or Losses$213,615InvestmentEarningsOrLossesAmt
Other Expenditures$465,054OtherExpendituresAmt
Administrative Expenses$304AdministrativeExpensesAmt
End Year Balance$1,374,203EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.92110BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07890TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,715OtherCostOrOtherBasisAmt
Book Value$66,715BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,156,937OtherCostOrOtherBasisAmt
Depreciation$270,575DepreciationAmt
Book Value$886,362BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$144,946OtherCostOrOtherBasisAmt
Depreciation$17,189DepreciationAmt
Book Value$127,757BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,757OtherCostOrOtherBasisAmt
Depreciation$16,757DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,080,834TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE MUSEUM MAINTAINS A COLLECTION OF HISTORIC ARTIFACTS FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE AND NOT FOR FINANCIAL GAIN. THE COLLECTION IS DEEMED INEXHAUSTIBLE. THE MUSEUM EXPENSES ITEMS OBTAINED FOR ITS COLLECTIONS. IN THE RARE EVENT OF A SALE OF DEACCESSIONED ARTIFACTS, THE PROCEEDS ARE USED EXCLUSIVELY TO ACQUIRE OTHER ARTIFACTS FOR THE COLLECTION.
PART III, LINE 4:THE MARBLEHEAD MUSEUM PRESERVES, PROTECTS, AND PROMOTES MARBLEHEAD'S PAST AS A MEAN OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATIONAL RESOURCES FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD.
PART V, LINE 4:THE ENDOWMENT FUNDS ARE HELD FOR THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2021 DONOR RESTRICTED FUNDING FOR PROGRAMS $ 132,919 BOARD DESIGNATED-LONG-TERM GROWTH AND SUSTAINABILITY $ 1,552,764 $ 1,685,683

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HANDPRINT SALEEvent1Nm
Gross Receipts Event1$19,979GrossReceiptsEvent1Amt
Gross Revenue Event1$19,979GrossRevenueEvent1Amt
Event2GARDEN EVENTEvent2Nm
Gross Receipts Event2$5,690GrossReceiptsEvent2Amt
Gross Revenue Event2$5,690GrossRevenueEvent2Amt
Other Direct Expenses Event2$7,198OtherDirectExpensesEvent2Amt
Other Events Total9OtherEventsTotalCnt
Gross Receipts Other Events$17,818GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$17,818GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$3,234OthDirectExpnssOtherEventsAmt
Gross Receipts Total$43,487GrossReceiptsTotalAmt
Gross Revenue Total Events$43,487GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$10,432OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,432DirectExpenseSummaryEventsAmt
Net Income Summary$33,055NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS DUES PAYING MEMBERS. THIS IS THE ONLY CLASS OF MEMBERSHIP AND THEY HAVE THE POWER TO ELECT TO ELECT THE OFFICERS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION'S MEMBERS HAVE THE POWER TO VOTE ON THE NEW SLATE OF OFFICERS ELECTED AT ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT KEEP MINUTES OF ITS COMMITTEE MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR AND TREASURER REVIEWS A DRAFT OF THE FORM 990 AS PREPARED BY INDEPENDENT TAX PROFESSIONALS AND DISCUSSES ANY QUESTIONS/ISSUES WITH THE TAX PROFESSIONALS. ONCE THE EXECUTIVE DIRECTOR AND TREASURER ACCEPTS THE DRAFT, THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE FORM ANNUALLY. IF A CONFLICT ARISES DURING THE YEAR, THEY ARE REQUIRED TO DISCLOSE IT IMMEDIATELY.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY EXECUTIVE BOARD OFFICERS WHO ALSO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE MUSEUM.
FORM 990, PART XI, LINE 9:PPP LOAN FORGIVENESS 22,400.

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