PLIMOTH PATUXET MUSEUMS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PLIMOTH PATUXET MUSEUMS INC (EIN 04-2210750)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-28
- IRS object ID
- 202502099349300765
- Schema version
- 2024v5.2
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-28T09:51:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043108635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD MULHERIN & GREENE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 GROVE STREET | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042210750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLIMOTH PATUXET MUSEUMS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLIM | BusinessNameControlTxt |
| Phone | 5087461622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 WARREN AVENUE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BEGLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5087461622 | PhoneNum |
| Signature | 2025-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE AMARAL | PreparerPersonNm |
| PTIN | P01935748 | PTIN |
| Phone | 7813654800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS BEGLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 WARREN AVENUE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,438,228 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PLIMOTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PLIMOTH PATUXET IS THE LIVING HISTORY MUSEUM OF THE 17TH-CENTURY ATLANTIC WORLD BASED IN PLYMOUTH, MASSACHUSETTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 187 | TotalEmployeeCnt |
| Total Volunteers | 151 | TotalVolunteersCnt |
| Total Gross UBI | $490,387 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,005,946 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,563,204 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,244,408 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,261,205 | CYProgramServiceRevenueAmt |
| PY Investment Income | $611,763 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,138,696 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,566,663 | PYOtherRevenueAmt |
| CY Other Revenue | $1,594,755 | CYOtherRevenueAmt |
| PY Total Revenue | $10,428,780 | PYTotalRevenueAmt |
| CY Total Revenue | $9,557,860 | 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 | $6,489,595 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,434,810 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,259 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $573,817 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,058,177 | PYOtherExpensesAmt |
| CY Other Expenses | $4,212,949 | CYOtherExpensesAmt |
| PY Total Expenses | $10,547,772 | PYTotalExpensesAmt |
| CY Total Expenses | $10,671,018 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$118,992 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,113,158 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,274,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,143,243 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,021,460 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,500,310 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,253,409 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,642,933 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLIMOTH PATUXET'S MISSION IS TO PROVIDE COMPELLING, EDUCATIONAL EXPERIENCES BUILT ON THOROUGH RESEARCH ABOUT WAMPANOAG PEOPLE AND THE COLONIAL ENGLISH COMMUNITY IN THE 1600S. A SMITHSONIAN AFFILIATE, THE MUSEUM SEEKS TO RE-CREATE THE PEOPLE, ARTIFACTS AND LANDSCAPE OF 17TH-CENTURY PLYMOUTH THROUGH ITS MAJOR LIVING HISTORY EXHIBITS, MAYFLOWER II, THE WAMPANOAG HOMESITE, 17TH-CENTURY ENGLISH VILLAGE, CRAFT CENTER AND PLIMOTH GRIST MILL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,757,415 | ExpenseAmt |
| Revenue | $5,261,205 | RevenueAmt |
| Desc | PLIMOTH PATUXET IS ONE OF AMERICA'S MOST HISTORICALLY AND CULTURALLY SIGNIFICANT MUSEUMS. EXHIBITS INCLUDE THE WAMPANOAG HOMESITE, 17TH-CENTURY ENGLISH VILLAGE, CRAFT CENTER, NYE BARN, PLIMOTH GRIST MILL, AND MAYFLOWER II. ADDITIONAL FACILITIES ON THE 130-ACRE CAMPUS CONTRIBUTE TO THE OVERALL GUEST EXPERIENCE AS WELL AS THEIR ENJOYMENT AND COMFORT. PLIMOTH PATUXET OWNS AND MAINTAINS THE MAYFLOWER II, A 68-YEAR OLD, FULL SCALE REPRODUCTION OF THE VESSEL THAT BROUGHT THE PILGRIMS TO PLYMOUTH. THE MUSEUM HAS A RICH COLLECTION OF ORIGINAL ARTIFACTS THAT SHOW DAILY LIFE BETWEEN 1500 AND 1700. THE ARTIFACTS COME FROM PLACES SUCH AS NEW ENGLAND, GREAT BRITAIN, AND THE NETHERLANDS, AND REPRESENT THE MATERIAL CULTURE THAT THE PILGRIMS AND WAMPANOAG WOULD HAVE KNOWN. MUSEUM RESEARCHERS AND ARTISANS USE THE ARTIFACTS TO HELP RE-CREATE THE LIVING HISTORY EXHIBITS GUESTS SEE AT PLIMOTH PATUXET. THE MUSEUM'S EDUCATIONAL PROGRAMS HELP STUDENTS EXPLORE AND UNDERSTAND AMERICA'S FOUNDING STORY. A VISIT TO PLIMOTH PATUXET PROVIDES ACCESS TO HISTORIC PLACES AND EVENTS THAT ARE VIVIDLY BROUGHT TO LIFE IN AN EVOCATIVE ENVIRONMENT. IN ADDITION, PLIMOTH PATUXET LIVING HISTORY EDUCATORS BRING THE STORY OF PLYMOUTH'S EARLIEST NATIVE AND COLONIAL RESIDENTS TO TENS OF THOUSANDS OF STUDENTS IN CLASSROOMS ACROSS THE UNITED STATES. STUDENTS WHO CANNOT VISIT OR BRING A PLIMOTH PATUXET EDUCATOR TO THEIR CLASSROOM CAN ENTER THE STORY THROUGH CURATED EXHIBITS AND TEACHER RESOURCES ON WWW.PLIMOTH.ORG. | Desc |
| Total Program Service Expenses | $8,757,415 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | Yes (1) | 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 | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 187 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | IVAN LIPTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087461622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 WARREN AVENUE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEPHEN BRODEUR | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID POKROSS JR | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JONATHAN BITTING | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE WARREN | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL AYLWARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARICE WAREHAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER FRAME | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GALE FITZGERALD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETON HORNBLOWER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TED HUBBARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE BRAWER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA WEIDLICH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN WILLARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CEDRIC WOODS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD THALER | |||||||
| TRUSTEE (THRU AUGUST 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIE DONOVAN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $176,405 | $0 | $1,836 | ||
| IVAN LIPTON | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | Yes (X) | $136,371 | $0 | $10,140 | ||
| RICHARD PICKERING | |||||||
| DEPUTY DIRECTOR | 40.00 | Yes (X) | $103,657 | $0 | $8,898 | ||
| KATE LAPRAD | |||||||
| DEPUTY DIRECTOR | 40.00 | $102,453 | $0 | $777 | Yes (X) | ||
| THOMAS BEGLEY | |||||||
| DEPUTY DIRECTOR | 40.00 | $102,165 | $0 | $777 | Yes (X) | ||
| MICHELLE SOVERINO | |||||||
| ASSOCIATE DIRECTOR OF DEVELOPMENT | 40.00 | $125,687 | $0 | $9,135 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $746,738 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,563 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MYSTIC SEAPORT MUSEUM | |||||
| 75 GREENMANVILLE AVENUE | MYSTIC | CT | 06355 | SHIP MAINTENANCE | $215,556 |
| WORKAHOLIC PRODUCTIONS INC | |||||
| 17003 VENTURA BLVD 207 | ENCINO | CA | 91316 | PRODUCTION SERVICES | $189,806 |
| CONSERV GROUP INC | |||||
| 110 STATE ROAD | SAGAMORE BEACH | MA | 02562 | GENERAL CONTRACTOR | $168,931 |
| TARIAN GROUP LLC | |||||
| 9530 MARKETPLACE RD SUITE 103 | FORT MYERS | FL | 33912 | SECURITY | $130,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $435,809 | GovernmentGrantsAmt |
| All Other Contributions | $1,127,395 | AllOtherContributionsAmt |
| Noncash Contributions | $13,155 | NoncashContributionsAmt |
| Total Contributions | $1,563,204 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 713990 | $4,764,176 | $4,764,176 |
| EDUCATIONAL PROGRAMS | 713990 | $260,247 | $260,247 |
| MEMBERSHIP DUES | 713990 | $236,782 | $236,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,261,205 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $631,543 | TotalRevenueColumnAmt |
| Exclusion | $631,543 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,096 | TotalRevenueColumnAmt |
| Exclusion | $1,096 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,600 | 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 | $74,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,600 | TotalRevenueColumnAmt |
| Exclusion | $74,600 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,620,112 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,112,959 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $507,153 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $507,153 | TotalRevenueColumnAmt |
| Exclusion | $507,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,747,185 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $767,409 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $979,776 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $261,341 | UnrelatedBusinessRevenueAmt |
| Exclusion | $718,435 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| FUNCTION & FACILITY RENTAL | 532000 | $272,567 | $48,391 | $224,176 |
| CINEMA REVENUE / SITE FEES | 713990 | $180,655 | $180,655 | |
| OTHER REVENUE | 900099 | $86,061 | $86,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $539,283 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,557,860 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,261,205 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $490,387 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,243,064 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,308 | TotalAmt |
| Program Services | $114,721 | ProgramServicesAmt |
| Management And General | $199,073 | ManagementAndGeneralAmt |
| Fundraising | $123,514 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,769,403 | TotalAmt |
| Program Services | $4,027,068 | ProgramServicesAmt |
| Management And General | $503,176 | ManagementAndGeneralAmt |
| Fundraising | $239,159 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,936 | TotalAmt |
| Program Services | $583,133 | ProgramServicesAmt |
| Management And General | $140,712 | ManagementAndGeneralAmt |
| Fundraising | $27,091 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,163 | TotalAmt |
| Program Services | $376,515 | ProgramServicesAmt |
| Management And General | $83,138 | ManagementAndGeneralAmt |
| Fundraising | $17,510 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,487 | TotalAmt |
| Management And General | $10,487 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,500 | TotalAmt |
| Management And General | $75,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,259 | TotalAmt |
| Fundraising | $23,259 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,920 | TotalAmt |
| Management And General | $70,920 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,147 | TotalAmt |
| Program Services | $709,173 | ProgramServicesAmt |
| Management And General | $15,905 | ManagementAndGeneralAmt |
| Fundraising | $9,069 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,871 | TotalAmt |
| Program Services | $137,089 | ProgramServicesAmt |
| Management And General | $1,780 | ManagementAndGeneralAmt |
| Fundraising | $52,002 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,833 | TotalAmt |
| Program Services | $496,504 | ProgramServicesAmt |
| Management And General | $17,498 | ManagementAndGeneralAmt |
| Fundraising | $1,831 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,297 | TotalAmt |
| Program Services | $57,863 | ProgramServicesAmt |
| Management And General | $7,793 | ManagementAndGeneralAmt |
| Fundraising | $641 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,545 | TotalAmt |
| Program Services | $326,230 | ProgramServicesAmt |
| Management And General | $62,789 | ManagementAndGeneralAmt |
| Fundraising | $14,526 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,432 | TotalAmt |
| Program Services | $878,310 | ProgramServicesAmt |
| Management And General | $3,230 | ManagementAndGeneralAmt |
| Fundraising | $892 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,853 | TotalAmt |
| Program Services | $278,066 | ProgramServicesAmt |
| Management And General | $9,996 | ManagementAndGeneralAmt |
| Fundraising | $791 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES AND MATERIALS | $439,309 | $379,688 | $38,569 | $21,052 |
| BANK CHARGES | $193,609 | $174,125 | $14,370 | $5,114 |
| OTHER | $132,704 | $93,529 | $12,025 | $27,150 |
| RECORDING/FILM PRODUCTI | $66,638 | $66,638 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,804 | TotalAmt |
| Program Services | $58,763 | ProgramServicesAmt |
| Management And General | $72,825 | ManagementAndGeneralAmt |
| Fundraising | $10,216 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,671,018 | TotalAmt |
| Program Services | $8,757,415 | ProgramServicesAmt |
| Management And General | $1,339,786 | ManagementAndGeneralAmt |
| Fundraising | $573,817 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,928,820 | BOYAmt |
| EOY | $1,290,115 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,607 | BOYAmt |
| EOY | $82,548 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,816 | BOYAmt |
| EOY | $84,974 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,212 | BOYAmt |
| EOY | $374,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,917 | BOYAmt |
| EOY | $5,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,501,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,095,744 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,575,594 | BOYAmt |
| EOY | $18,405,876 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,980,739 | BOYAmt |
| EOY | $14,885,784 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,889,164 | BOYAmt |
| EOY | $5,014,104 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,274,869 | BOYAmt |
| EOY | $40,143,243 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,954 | BOYAmt |
| EOY | $499,675 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,000 | BOYAmt |
| EOY | $900,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,199 | BOYAmt |
| EOY | $193,746 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,611,840 | BOYAmt |
| EOY | $2,308,017 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,638 | BOYAmt |
| EOY | $59,747 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,117,838 | BOYAmt |
| EOY | $4,339,879 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,991 | BOYAmt |
| EOY | $199,246 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,021,460 | BOYAmt |
| EOY | $8,500,310 | 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 | $17,409,999 | BOYAmt |
| EOY | $16,510,203 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,843,410 | BOYAmt |
| EOY | $15,132,730 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,253,409 | BOYAmt |
| EOY | $31,642,933 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,274,869 | BOYAmt |
| EOY | $40,143,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,113,158 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $205,644 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $297,038 | 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 | $6,416,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,382,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,510,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,012,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,563,204 | CurrentTaxYearAmt |
| Total | $23,885,091 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,906,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,605,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,228,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,224,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,261,205 | CurrentTaxYearAmt |
| Total | $22,226,198 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $799,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,440,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,462,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,356,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,281,149 | CurrentTaxYearAmt |
| Total | $6,340,251 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,123,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,428,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,201,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,592,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,105,558 | CurrentTaxYearAmt |
| Total | $52,451,540 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $411,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $396,294 | CurrentTaxYearAmt |
| Total | $1,384,156 | 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 Minus4 Years | $411,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $396,294 | CurrentTaxYearAmt |
| Total | $1,384,156 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $51,067,384 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $297,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $289,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $311,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $667,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $707,239 | CurrentTaxYearAmt |
| Total | $2,273,592 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $297,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $289,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $311,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $667,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $707,239 | CurrentTaxYearAmt |
| Total | $2,273,592 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $437,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $413,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $310,237 | CurrentTaxYearAmt |
| Total | $1,749,890 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,857,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,022,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,927,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,543,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,123,034 | CurrentTaxYearAmt |
| Total | $56,475,022 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89860 | PublicSupportPY509Pct |
| Investment Income CY | 0.04030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03430 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ATTENDANCE AT 2024 ADVOCACY DAY IN WASHINGTON DC | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $11,700 | BeginningBalanceAmt |
| Ending Balance | $11,700 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,965,891 | BeginningYearBalanceAmt |
| Contributions | $260,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,256,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $531,436 | OtherExpendituresAmt |
| Administrative Expenses | $70,920 | AdministrativeExpensesAmt |
| End Year Balance | $14,880,524 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,804,439 | BeginningYearBalanceAmt |
| Contributions | $260,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,463,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $487,048 | OtherExpendituresAmt |
| Administrative Expenses | $75,426 | AdministrativeExpensesAmt |
| End Year Balance | $13,965,891 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,438,870 | BeginningYearBalanceAmt |
| Contributions | $3,010,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,098,230 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $478,406 | OtherExpendituresAmt |
| Administrative Expenses | $67,795 | AdministrativeExpensesAmt |
| End Year Balance | $12,804,439 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,122,998 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Investment Earnings Or Losses | $767,547 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $459,317 | OtherExpendituresAmt |
| Administrative Expenses | $67,358 | AdministrativeExpensesAmt |
| End Year Balance | $11,438,870 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,719,533 | BeginningYearBalanceAmt |
| Contributions | $19,884 | ContributionsAmt |
| Investment Earnings Or Losses | $898,262 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $451,958 | OtherExpendituresAmt |
| Administrative Expenses | $62,723 | AdministrativeExpensesAmt |
| End Year Balance | $11,122,998 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35655 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50779 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13566 | 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 | $690,278 | OtherCostOrOtherBasisAmt |
| Book Value | $690,278 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,813,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,377,408 | DepreciationAmt |
| Book Value | $6,435,635 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,167 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,167 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,821,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,691,169 | DepreciationAmt |
| Book Value | $11,130,257 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,706 | OtherCostOrOtherBasisAmt |
| Book Value | $149,706 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,405,876 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED CASH | $1,648,453 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $3,108,678 |
| OTHER DEPOSITS | $7,933 |
| INTEREST RATE SWAP ASSET | $59,051 |
| OPERATING LEASES, RIGHT-OF-USE, NET | $189,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,014,104 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $199,246 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $199,246 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,788,675 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $205,644 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $31,644 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,064,447 | OtherRevenueAmt |
| Revenue Not Reported | $1,301,735 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,486,940 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $70,920 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $70,920 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,557,860 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,399,151 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $31,644 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $767,409 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $799,053 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,600,098 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $70,920 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $70,920 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,671,018 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGUED, PRESERVED, AND CARED FOR AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. |
| PART III, LINE 4: | THE ORGANIZATION'S CURATORIAL COLLECTIONS ARE DIVIDED INTO THREE CATEGORIES: ARCHAEOLOGY, ORIGINAL OBJECTS, AND ARCHIVES. THE MOST SIGNIFICANT COMPONENT OF THE MUSEUM'S COLLECTION IS ITS ARCHAEOLOGICAL MATERIALS. AS THE LARGEST COLLECTION OF 17TH-CENTURY ARCHAEOLOGICAL MATERIAL FROM NEW ENGLAND, THIS PORTION OF THE MUSEUM'S HOLDINGS INCLUDE ARTIFACTS THAT SHED LIGHT ON THE INDIGENOUS WAMPANOAG PEOPLE AND DAILY LIFE OF THE EARLY PLYMOUTH COLONISTS. THE ARCHAEOLOGICAL COLLECTIONS INCLUDE A LARGE NUMBER OF INDIGENOUS MATERIALS THAT DATE BACK OVER TEN THOUSAND YEARS AS WELL AS AN EXTENSIVE COLLECTION OF ARTIFACTS FROM COLONIAL ARCHAEOLOGICAL SITES. IN ADDITION TO OWNING SEVERAL ARCHAEOLOGICAL COLLECTIONS, THE MUSEUM ALSO SERVES AS A REPOSITORY FOR THE STATE OF MASSACHUSETTS, STEWARDING AROUND 500,000 ARTIFACTS. THE MUSEUM'S SUBSTANTIAL ORIGINALS COLLECTION ARE MADE UP OF A WIDE VARIETY OF OBJECTS INCLUDING 17TH-CENTURY FURNITURE, MAYFLOWER II MATERIALS, FINE ART PIECES, CERAMICS, AND BOOKS. THESE ITEMS ARE USED TO INFORM THE INTERPRETATION DONE ON OUR SITES AS WELL AS THE REPRODUCTIONS CREATED BY OUR ARTISANS. IN ADDITION TO THE ARCHAEOLOGICAL AND ORIGINAL COLLECTIONS, ARCHIVES REPRESENT 75 YEARS OF RESEARCH ON THE 17TH-CENTURY ATLANTIC WORLD AND PRE-CONTACT INDIGENOUS SOCIETIES IN THE NORTHEAST AS WELL AS THE MUSEUM'S INSTITUTIONAL HISTORY AND DEVELOPMENT AS A PIONEER OF LIVING HISTORY INTERPRETATION. |
| PART IV, LINE 1B: | SECURITY DEPOSITS HELD BY THE ORGANIZATION. |
| PART V, LINE 4: | 4.5% OF THE TOTAL MARKET VALUE CALCULATED BY A PREVIOUS 12 QUARTERS AVERAGE IS DRAWN ANNUALLY TO BE USED ACCORDING TO THE DONORS' RESTRICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET LOSS ON INTEREST RATE SWAP AGREEMENT -33,345. COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII LINE 10B 767,409. CHANGE IN VALUE OF PERPETUAL TRUST 330,383. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII LINE 10B 767,409. |
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 |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH PINNACLE GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER SUITE 430 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GENERAL FUNDRAISING CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $23,259 | RetainedByContractorAmt |
| Net To Organization | -$23,259 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $23,259 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$23,259 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PAYMENT MADE TO FUNDRAISING CONSULTANT WHO ASSISTED WITH IDENTIFYING POTENTIAL DONORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLIE DONOVAN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $176,405 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,836 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $178,241 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042456011 | BondIssuerEIN |
| Bond Issued | 2016-09-08 | BondIssuedDt |
| Issue Price | $4,406,795 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,042,367 | RetiredAmt |
| Total Proceeds | $4,406,795 | TotalProceedsAmt |
| Refunding Escrow | $4,406,795 | RefundingEscrowAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00320 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.02500 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.02820 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | (F) DESCRIPTION OF PURPOSE | FormAndLineReferenceDesc |
| Explanation | REISSUANCE OF SERIES A (2005) BOND WHICH WAS A REFINANCE 1986 BOND. PROCEEDS WERE TO BE USED FOR VARIOUS CAPITAL EXPENDITURES | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIRANDA MOORE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DAUGHTER OF E.D. | RelationshipDescriptionTxt |
| Transaction | $52,999 | TransactionAmt |
| Transaction | SEE BELOW - THE INTERESTED PERSON IS THE DAUGHTER OF THE EXECUTIVE DIRECTOR OF THE MUSEUM. SHE WAS PAID COMPENSATION AS AN EMPLOYEE OF THE MUSEUM. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE EXTERNAL ACCOUNTING FIRM AND REVIEWED BY THE CHIEF ADMINISTRATIVE OFFICER AND FINANCE MANAGER AT LEAST 5 (FIVE) DAYS BEFORE THE FINAL FILING DEADLINE, INCLUDING ANY PERMITTED EXTENSION PERIODS. A DRAFT OF THE FILING IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FURNISHED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT. UPON COMPLETION OF ANY REVISIONS, A FINAL COPY OF FORM 990, AS SUBMITTED TO THE IRS, IS DISTRIBUTED TO ALL TRUSTEES PRIOR TO THE FINAL FILING DATE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE AND SENIOR STAFF MEMBER FILES AN ANNUAL DISCLOSURE STATEMENT, ATTESTING TO HAVING READ AND BEING IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION, AND LISTING ALL THOSE RELATIONSHIPS HE OR SHE, OR A RELATED PARTY, MAINTAINS WITH ANY PERSON OR ORGANIZATION THAT DOES BUSINESS WITH THE ORGANIZATION AND WHICH CONSTITUTE, OR WHICH COULD BE CONSTRUED AS, MATERIAL AFFILIATIONS POTENTIALLY AFFECTING HIS OR HER INDEPENDENT, UNBIASED JUDGEMENT IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBILITY, AND LISTING ANY CONFIDENTIAL INFORMATION FROM WHICH HE OR SHE, OR ANY RELATED PARTY TO WHOM HE OR SHE WOULD DISCLOSE IT, RECEIVES OR WOULD ANTICIPATE RECEIVING ANY SUBSTANTIAL FINANCIAL OR OTHER BENEFIT. THE EXECUTIVE DIRECTOR MAINTAINS A RECORD OF ALL MATERIAL AFFILIATIONS, BENEFITS FROM CONFIDENTIAL INFORMATION AND PAYMENTS TO AFFILIATED PERSONS OR ORGANIZATIONS DISCLOSED PURSUANT TO THIS POLICY, AND RECOMMENDS TO THE CHAIRMAN OF THE BOARD ANY SUCH AFFILIATIONS, BENEFITS OR PAYMENTS WHICH SHOULD BE BROUGHT TO THE ATTENTION OF THE BOARD OF TRUSTEES OR GOVERNANCE COMMITTEE, AND DETERMINES THE EXTENT TO WHICH THE PERSONS OR ORGANIZATIONS WITH WHICH ANY SUCH AFFILIATIONS EXIST SHOULD BE DISCLOSED TO THOSE DEALING WITH SUCH PERSONS OR ORGANIZATIONS ON THE ORGANIZATION'S BEHALF. WHENEVER ANY CONTRACT, TRANSACTION OR OTHER MATTER COMES BEFORE THE BOARD OF TRUSTEES OR ONE OF ITS COMMITTEES WHICH REASONABLY COULD AFFECT OR BE AFFECTED BY THE PERSONAL FINANCIAL INTEREST OF A TRUSTEE, SENIOR STAFF MEMBER OR RELATED PARTY, SUCH TRUSTEE OR SENIOR STAFF MEMBER, IF PRESENT AT THE MEETING, SHALL REMIND THE BOARD OR COMMTTEE OF HIS OR HER OR THE RELATED PARTY'S INTEREST AND SHALL REFRAIN FROM ACTIVE PARTICIPATION IN ANY DECISION MADE CONCERNING THE MATTER. A TRUSTEE HAVING A POTENTIAL CONFLICT OF INTEREST WITH THE ORGANIZATION SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE APPLICABLE BOARD OR COMMITTEE AT THE TIME ANY ACTION IS TAKEN ON ANY MATTER INVOLVING THE CONFLICT. IF AS TO ANY PARTICULAR POTENTAL CONFLICT, INCLUDING BUT NOT LIMITED TO POTENTIAL BENEFIT FROM CONFIDENTIAL INFORMATION, THE BOARD OF TRUSTEES DETERMINES THAT THESE PROVISIONS ARE INADEQUATE TO PROTECT THE BEST INTEREST OF THE ORGANIZATION, THEY MAY CAUSE THE AFFECTED TRUSTEE OR SENIOR STAFF MEMBER ENTIRELY TO REMOVE HIM OR HERSELF FROM ANY MEETING INVOLVING THE CONFLICT OR OPPORTUNITY TO OBTAIN THE INFORMATION OR TAKE SUCH OTHER ACTIONS AS THEY CONSIDER APPROPRIATE. FOR THE PURPOSES OF THIS POLICY "SENIOR STAFF MEMBER" MEANS THE EXECUTIVE DIRECTOR, DEPUTY EXECUTIVE DIRECTOR, CHIEF ADMINISTRATIVE OFFICER, ANY DIRECTOR-LEVEL POSITION, AND ANY OTHER SENIOR EXECUTIVE DESIGNATED BY THE EXECUTIVE DIRECTOR FROM TIME TO TIME. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT TRUSTEES, APPROVES AND RECOMMENDS TO THE BOARD OF TRUSTEES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND SENIOR MANAGEMENT ANNUALLY IN ADVANCE. SENIOR MANAGEMENT INCLUDES IN ADDITION TO THE EXECUTIVE DIRECTOR, THE DEPUTY EXECUTIVE DIRECTOR, THE CHIEF ADMINISTRATIVE OFFICER AND THE DIRECTORS OF DEVELOPMENT AND MARKETING, WHO ARE AMONG THE HIGHEST COMPENSATED EMPLOYEES OF THE ORGANIZATION. IN MAKING ITS DETERMINATION, THE COMMITTEE REVIEWS PUBLICLY AVAILABLE NONPROFIT COMPENSATION SURVEYS; COMPENSATION DATA FOR FUNCTIONALLY COMPARABLE POSITIONS OF APPROXIMATELY 18 SIMILARLY SITUATED ORGANIZATIONS COMPILED FROM THE MOST RECENTLY AVAILABLE IRS FORM 990S; AND THE CURRENT TOTAL COMPENSATION, INCLUDING BENEFITS AND ANY PERQUISITES, OF THE EXECUTIVES. THE DELIBERATIONS AND DECISIONS OF THE COMPENSATION COMMITTEE ARE RECORDED CONTEMPORANEOUSLY AND RETAINED IN THE FORM OF MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | INTEREST RATE SWAP LOSS -33,345. CHANGE IN VALUE OF PERPETUAL TRUST 330,383. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSBILITY FOR OVERSIGHT OF THE AUDIT AND ITS SELECTION OF AN INDEPENDENT AUDITOR. THERE HAVE BEEN NO CHANGES TO THIS PROCESS SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYFLOWER SAILS 2020 LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1620 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832863770 | EIN |
| Primary Activities | FUNDRAISING EVENTS | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLIMOTH PATUXET MUSEUMS INC | BusinessNameLine1Txt |
Comments