EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC (EIN 27-0963869)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-14
- IRS object ID
- 202101959349301325
- Schema version
- 2020v4.1
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-14T12:07:27-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN ST | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270963869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD M KENNEDY INSTITUTE FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | UNITED STATES SENATE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 6177407000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 WILLIAM T MORRISSEY BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021253314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE HEILMAN | PersonNm |
| Person Title | INTERIM EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6177407000 | PhoneNum |
| Signature | 2021-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | HEILMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01399337 | PTIN |
| Phone | 4012742001 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUE HEILMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 WILLIAM T MORRISSEY BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021253314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,589,789 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EMKINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE EDWARD M. KENNEDY INSTITUTE IS A NONPARTISAN, CIVIC EDUCATION ORGANIZATION THAT ENGAGES STUDENTS AND VISITORS IN CONVERSATIONS ABOUT THE ESSENTIAL ROLE EACH PERSON PLAYS IN OUR DEMOCRACY AND IN OUR SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,370,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,751,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $400,511 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,682 | CYProgramServiceRevenueAmt |
| PY Investment Income | $894,382 | PYInvestmentIncomeAmt |
| CY Investment Income | $175,024 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$164,966 | PYOtherRevenueAmt |
| CY Other Revenue | -$21,771 | CYOtherRevenueAmt |
| PY Total Revenue | $8,500,885 | PYTotalRevenueAmt |
| CY Total Revenue | $1,920,508 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,090 | 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 | $4,081,267 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,232,545 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $856,042 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,671,796 | PYOtherExpensesAmt |
| CY Other Expenses | $4,675,225 | CYOtherExpensesAmt |
| PY Total Expenses | $9,762,153 | PYTotalExpensesAmt |
| CY Total Expenses | $6,907,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,261,268 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,987,262 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,339,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,855,214 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $586,552 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,298,908 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,753,421 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,556,306 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EDWARD M. KENNEDY INSTITUTE FOR THE UNITED STATES SENATE IS DEDICATED TO EDUCATING THE PUBLIC ABOUT THE IMPORTANT ROLE OF THE UNITED STATES SENATE IN OUR SYSTEM OF GOVERNMENT, ENCOURAGING PARTICIPATORY DEMOCRACY, INVIGORATING CIVIL DISCOURSE, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE CIVIC LIFE OF THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,146,884 | ExpenseAmt |
| Revenue | $52,749 | RevenueAmt |
| Desc | SINCE OUR GRAND OPENING IN 2015, THE EDWARD M. KENNEDY INSTITUTE HAS OFFERED AWARD-WINNING, EXPERIENTIAL PROGRAMMING TO EDUCATE THE PUBLIC ABOUT OUR GOVERNMENT, TO ENCOURAGE CIVIL DISCOURSE, AND TO INSPIRE CIVIC ENGAGEMENT. IN RECENT YEARS, MORE THAN 20,000 STUDENTS AND ADULTS PARTICIPATED IN OUR INTERACTIVE PROGRAMS. IN 2020, AS A RESULT OF THE GLOBAL PANDEMIC, WE DEVELOPED THE CAPACITY TO OFFER THESE EXPERIENCES VIRTUALLY AND THOUSANDS OF STUDENTS AND ADULTS PARTICIPATED. WE ALSO CONTINUED TO DEVELOP THE PROGRAM NAMED "CIVIC CONVERSATIONS," ASSISTING 8TH THROUGH 12TH GRADE TEACHERS IN ACQUIRING THE SKILLS NECESSARY TO LEAD PRODUCTIVE CLASSROOM DISCUSSIONS ON DIFFICULT PUBLIC POLICY ISSUES. WE ALSO DEVELOPED A NEW INITIATIVE CALLED "JUST VOTE" FOCUSED ON THE CRITICAL IMPORTANCE OF VOTING DURING THE PANDEMIC AND A PRESIDENTIAL ELECTION YEAR. | Desc |
| Total Program Service Expenses | $4,146,884 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 63 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177407000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 WILLIAM T MORRISSEY BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021253314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRUCE PERCELAY | ||||||||
| BOARD CHAIR/TREASURER/DIRECTOR (AS OF 4/20) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA REGGIE KENNEDY | ||||||||
| BOARD PRESIDENT/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREW CARD JR | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA A SOULIOTIS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER DODD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CODY KEENAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED A SEIGEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY M THOMAS III | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE NEWMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA DORCENA FORRY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN MEEHAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MATHIS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK KENNEDY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RANNY COOPER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE CUTTER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS A DASCHLE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM MO COWAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN LUTHER KING III | ||||||||
| DIRECTOR (AS OF 6/20) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL REHME | ||||||||
| FORMER DIRECTOR OF COMPLIANCE (TO 10/20) | 32.00 | $103,435 | $0 | $4,560 | Yes (X) | |||
| CAROLINE ANGEL BURKE | ||||||||
| VP OF EDUCATION | 32.00 | $132,998 | $0 | $26,399 | Yes (X) | |||
| EILEEN DRISCOLL | ||||||||
| CAPE HOUSE PROJECT MANAGER | 32.00 | $104,448 | $0 | $8,680 | Yes (X) | |||
| JASON ELIOT | ||||||||
| FACILITY DIRECTOR | 32.00 | $121,017 | $0 | $25,766 | Yes (X) | |||
| LAUREN JANES | ||||||||
| SENIOR ADVISOR/ CLERK (AS OF 4/20) | 32.00 | Yes (X) | $95,746 | $0 | $8,212 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $557,644 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,617 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTERIM EXECUTIVE SOLUTIONS | |||||
| 94 CYNTHIA ROAD | NEEDHAM | MA | 02494 | ED, CFO, DEV DIR SERVICES | $429,462 |
| VERDOLINO & LOWEY PC | |||||
| 124 WASHINGTON STREET SUITE 101 | FOXBOROUGH | MA | 02035 | ACCOUNTING SERVICES | $209,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $565,550 | FundraisingAmt |
| All Other Contributions | $1,186,023 | AllOtherContributionsAmt |
| Total Contributions | $1,751,573 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $15,682 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,682 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,682 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,303 | TotalRevenueColumnAmt |
| Exclusion | $139,303 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,641,827 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,606,106 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,721 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,721 | TotalRevenueColumnAmt |
| Exclusion | $35,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $565,550 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $58,838 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$58,838 | TotalRevenueColumnAmt |
| Exclusion | -$58,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,202 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,337 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,865 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUSUEM RENTALS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $32,202 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,202 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,202 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,920,508 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,749 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $116,186 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,796,933 | TotalAmt |
| Program Services | $889,502 | ProgramServicesAmt |
| Management And General | $631,493 | ManagementAndGeneralAmt |
| Fundraising | $275,938 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,918 | TotalAmt |
| Program Services | $19,117 | ProgramServicesAmt |
| Management And General | $19,393 | ManagementAndGeneralAmt |
| Fundraising | $5,408 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,903 | TotalAmt |
| Program Services | $121,602 | ProgramServicesAmt |
| Management And General | $80,092 | ManagementAndGeneralAmt |
| Fundraising | $26,209 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,791 | TotalAmt |
| Program Services | $85,779 | ProgramServicesAmt |
| Management And General | $57,561 | ManagementAndGeneralAmt |
| Fundraising | $20,451 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,876 | TotalAmt |
| Management And General | $101,876 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,270 | TotalAmt |
| Program Services | $171,591 | ProgramServicesAmt |
| Management And General | $112,181 | ManagementAndGeneralAmt |
| Fundraising | $51,498 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,500 | TotalAmt |
| Program Services | $97,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,131 | TotalAmt |
| Management And General | $20,131 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,548 | TotalAmt |
| Program Services | $318,607 | ProgramServicesAmt |
| Management And General | $68,977 | ManagementAndGeneralAmt |
| Fundraising | $69,964 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,893 | TotalAmt |
| Program Services | $64,853 | ProgramServicesAmt |
| Management And General | $14,941 | ManagementAndGeneralAmt |
| Fundraising | $209,099 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,908 | TotalAmt |
| Program Services | $33,186 | ProgramServicesAmt |
| Management And General | $34,088 | ManagementAndGeneralAmt |
| Fundraising | $20,634 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,461 | TotalAmt |
| Program Services | $79,646 | ProgramServicesAmt |
| Management And General | $76,127 | ManagementAndGeneralAmt |
| Fundraising | $7,688 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591,295 | TotalAmt |
| Program Services | $1,178,304 | ProgramServicesAmt |
| Management And General | $332,153 | ManagementAndGeneralAmt |
| Fundraising | $80,838 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,632 | TotalAmt |
| Program Services | $3,978 | ProgramServicesAmt |
| Management And General | $4,799 | ManagementAndGeneralAmt |
| Fundraising | $1,855 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,385,257 | TotalAmt |
| Program Services | $1,020,380 | ProgramServicesAmt |
| Management And General | $297,276 | ManagementAndGeneralAmt |
| Fundraising | $67,601 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,454 | TotalAmt |
| Program Services | $62,839 | ProgramServicesAmt |
| Management And General | $53,756 | ManagementAndGeneralAmt |
| Fundraising | $18,859 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,907,770 | TotalAmt |
| Program Services | $4,146,884 | ProgramServicesAmt |
| Management And General | $1,904,844 | ManagementAndGeneralAmt |
| Fundraising | $856,042 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,066,628 | BOYAmt |
| EOY | $1,506,289 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,526 | BOYAmt |
| EOY | $525,479 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $146,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,173 | BOYAmt |
| EOY | $344,467 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,995 | BOYAmt |
| EOY | $34,439 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,903 | BOYAmt |
| EOY | $76,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,361,939 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,011,912 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,691,578 | BOYAmt |
| EOY | $18,350,027 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,359,001 | BOYAmt |
| EOY | $8,775,818 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,301,607 | BOYAmt |
| EOY | $25,833,821 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,047,562 | BOYAmt |
| EOY | $69,261,769 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,339,973 | BOYAmt |
| EOY | $124,855,214 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,838 | BOYAmt |
| EOY | $196,277 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,375 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $598,600 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,339 | BOYAmt |
| EOY | $60,504,031 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,552 | BOYAmt |
| EOY | $61,298,908 | 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 | $41,121,512 | BOYAmt |
| EOY | $37,165,573 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,631,909 | BOYAmt |
| EOY | $26,390,733 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,753,421 | BOYAmt |
| EOY | $63,556,306 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,339,973 | BOYAmt |
| EOY | $124,855,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,987,262 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,459,608 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $91,895 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | -$2,761,356 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $2,078,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,561,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,535,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,370,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,751,573 | CurrentTaxYearAmt |
| Total | $14,298,149 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,078,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,561,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,535,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,370,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,751,573 | CurrentTaxYearAmt |
| Total | $14,298,149 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,173,996 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,124,153 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $484,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $245,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $269,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,894 | CurrentTaxYearAmt |
| Total | $1,434,362 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,250 | CurrentTaxYearMinus1YearAmt |
| Total | $217,525 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,950,036 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,159,378 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $97,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $97,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,810,132 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,907,632 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $495,382 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $123,846 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $676,905 | CurrentYearMinus3Amt |
| Current Year Minus2 | $625,626 | CurrentYearMinus2Amt |
| Current Year Minus1 | $753,220 | CurrentYearMinus1Amt |
| Current Year | $495,382 | CurrentYearAmt |
| Total | $2,551,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,826,700 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $61,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $60,000 | CurrentYearMinus1Amt |
| Current Year | $97,500 | CurrentYearAmt |
| Total | $218,500 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $169,226 | CurrentYearMinus3Amt |
| Current Year Minus2 | $156,407 | CurrentYearMinus2Amt |
| Current Year Minus1 | $188,305 | CurrentYearMinus1Amt |
| Current Year | $123,846 | CurrentYearAmt |
| Total | $637,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $956,676 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $11,099,770 | AssetsIncludedAmt |
| 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 | $20,897,793 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,832,098 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,277,474 | OtherExpendituresAmt |
| End Year Balance | $22,452,417 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,403,440 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,996,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,501,737 | OtherExpendituresAmt |
| End Year Balance | $20,897,793 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,739,279 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$16,115,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,220,525 | OtherExpendituresAmt |
| End Year Balance | $30,403,440 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,074,228 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,476,415 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,811,364 | OtherExpendituresAmt |
| End Year Balance | $51,739,279 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,552,743 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,233,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,712,150 | OtherExpendituresAmt |
| End Year Balance | $48,074,228 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.82920 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17080 | TermEndowmentBalanceEOYPct |
| 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 | $2,702,500 | OtherCostOrOtherBasisAmt |
| Book Value | $2,702,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,013,849 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,584,435 | DepreciationAmt |
| Book Value | $15,429,414 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $645,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $427,477 | DepreciationAmt |
| Book Value | $218,113 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,350,027 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUND | Desc |
| Book Value | $25,833,821 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,833,821 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE ASSETS OPERATING | $18,885 |
| RIGHT-OF-USE ASSETS FINANCE | $69,242,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $69,261,769 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $18,717 |
| FINANCE LEASE LIABILITY | $60,485,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $60,504,031 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,456,217 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,459,608 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $91,895 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,337 | OtherRevenueAmt |
| Revenue Not Reported | $4,555,840 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,900,377 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,131 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $20,131 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,920,508 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,891,976 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,337 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,337 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,887,639 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,131 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $20,131 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,907,770 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTION INCLUDES PERSONAL EFFECTS, INCLUDING FURNITURE AND MEMORABILIA FROM SENATOR EDWARD KENNEDY'S OFFICE, WHICH IS USED AS PART OF A PUBLIC DISPLAY AT THE INSTITUTE. THIS PUBLIC DISPLAY FURTHERS THE INSTITUTE'S EXEMPT STATUS USING HISTORIC ITEMS TO GIVE THE PUBLIC AN OPPORTUNITY TO VISIT A RE-CREATION OF U.S. SENATOR KENNEDY'S UNITED STATES SENATE OFFICE WHICH WAS LOCATED IN THE RUSSELL SENATE OFFICE BUILDING. THE EXPERIENCE WILL PROVIDE ORIGINAL EXAMPLES OF ACHIEVEMENT IN PUBLIC POLICY AND ELECTIVE SERVICE. THE COLLECTION ALSO INCLUDES WARHOL SILKSCREENS, EDWARD M KENNEDY MEMORABILIA, PHOTOGRAPHS BY KEN REGAN AND A SENATE PIECE (MULTI-MEDIA ELECTRONIC KINETIC SCULPTURE), WHICH MAY BE USED IN PUBLIC DISPLAYS AND EVENTS FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE INSTITUTE AND ITS MISSION. THE INSTITUTE USES THE HYANNIS PORT, MA HOUSE TO SUPPORT AND ENHANCE ITS MISSION OF EDUCATING THE PUBLIC ABOUT THE U.S. GOVERNMENT, INVIGORATING PUBLIC DISCOURSE, EMPHASIZING THE IMPORTANCE OF BIPARTISANSHIP, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. SPECIFICALLY, THE HOUSE HOSTS SELECTED EDUCATIONAL SEMINARS AND FORUMS ORGANIZED BY THE INSTITUTE. |
| PART X, LINE 2: | THE INSTITUTE IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE INSTITUTE OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE INSTITUTE ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE INSTITUTE CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 4,337. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 4,337. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $565,550 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $565,550 | CharitableContriEvent1Amt |
| Entertainment Event1 | $18,376 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $40,462 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $565,550 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $565,550 | CharitableContributionsTotAmt |
| Entertainment Total Events | $18,376 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,462 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $58,838 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$58,838 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL REHME | ||||||||||||||
| FORMER DIRECTOR OF COMPLIANCE (TO 10 | $103,435 | $0 | $0 | $0 | $0 | $0 | $3,587 | $0 | $973 | $0 | $107,995 | $0 | $0 | $0 |
| CAROLINE ANGEL BURKE | ||||||||||||||
| VP OF EDUCATION | $132,415 | $0 | $583 | $0 | $0 | $0 | $5,336 | $0 | $21,063 | $0 | $159,397 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE INSTITUTE'S LEGAL AGREEMENTS WITH THE UNIVERSITY OF MASSACHUSETTS PROVIDE FOR THEIR APPOINTMENT OF THREE INSTITUTE BOARD MEMBERS, WHICH INCLUDE THE UNIVERSITY'S PRESIDENT (MARTIN MEEHAN), THE UMASS BOSTON CHANCELLOR (KATHERINE NEWMAN) AND HENRY M. THOMAS, WHO IS A UNIVERSITY OF MASSACHUSETTS TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE AND EACH MEMBER OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING WITH SUFFICIENT TIME TO PROVIDE COMMENTS, IF ANY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE ASKS ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ AND AGREES TO COMPLY WITH THE INSTITUTE'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INSTITUTE HAS LONG UTILIZED PROFESSIONAL CONSULTING FIRMS THAT SPECIALIZE IN NON-PROFIT ORGANIZATIONS, AND THESE FIRMS HAVE MADE RECOMMENDATIONS ON ORGANIZATIONAL STRUCTURE AND COMPENSATION LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS DURING NORMAL BUSINESS HOURS PROVIDING NO UNUSUAL CIRCUMSTANCES EXIST. WRITTEN, PHONED, FAXED OR E-MAILED REQUESTS WILL BE HONORED IN ACCORDANCE WITH REGULATION SEC. 301.6104(D)-1(D)(2)(II). THE CURRENT AND THREE PRIOR YEARS (EXCLUDING NON-PUBLIC INFORMATION) AND FORM 1023 CAN BE REQUESTED. WE RESERVE THE RIGHT TO CHARGE A REASONABLE COPYING FEE PLUS ACTUAL POSTAGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE FILED WITH THE APPROPRIATE REGULATORY AGENCIES AND ARE AVAILABLE THROUGH THESE PUBLIC SOURCES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE INSTITUTE. |
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