CASTINE HISTORICAL SOCIETY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CASTINE HISTORICAL SOCIETY INC (EIN 01-0377623)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-12
- IRS object ID
- 202142559349300604
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-12T14:36:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010219197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMV LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 543 | AddressLine1Txt |
| City | ELLSWORTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04605 | 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 | 010377623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTINE HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAST | BusinessNameControlTxt |
| Phone | 2073264118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 238 | AddressLine1Txt |
| City | CASTINE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04421 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA SIMPSON LUTTS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 0020732641 | PhoneNum |
| Signature | 2021-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | SIMPSON LUTTS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN CLEVELAND | PreparerPersonNm |
| PTIN | P01229918 | PTIN |
| Phone | 2076675529 | PhoneNum |
| Preparation | 2021-09-12 | PreparationDt |
| 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 | ELLEN BENJAMIN | PrincipalOfficerNm |
| Gross Receipts | $2,366,770 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CASTINEHISTORICALSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | HISTORICAL S | OtherOrganizationDsc |
| Formation | 1966 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | THE CASTINE HISTORICAL SOCIETY COLLECTS, PRESERVES AND EXHIBITS MATERIALS THAT ILLUMINATE THE RICH HISTORY OF THE CASTINE - BAGADUCE RIVER AREA AND, THROUGH IT, THAT OF NEW ENGLAND AND AMERICA, FROM PRE-COLONIAL TIMES TO THE PRESENT. IN DOING SO, THE SOCIETY SEEKS TO ENGAGE RESIDENTS AND VISITORS OF ALL AGES IN THE EXPLORATION AND STEWARDSHIP OF CASTINE'S DIVERSE HISTORICAL RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $68,838 | PYContributionsGrantsAmt |
| CY Contributions Grants | $95,768 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $300,738 | PYInvestmentIncomeAmt |
| CY Investment Income | $484,348 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,612 | PYOtherRevenueAmt |
| CY Other Revenue | $14,573 | CYOtherRevenueAmt |
| PY Total Revenue | $409,188 | PYTotalRevenueAmt |
| CY Total Revenue | $594,689 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $204,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $216,051 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,811 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $300,525 | PYOtherExpensesAmt |
| CY Other Expenses | $195,175 | CYOtherExpensesAmt |
| PY Total Expenses | $504,888 | PYTotalExpensesAmt |
| CY Total Expenses | $411,226 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$95,700 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $183,463 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,921,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,184,195 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $933,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $850,695 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,988,416 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,333,500 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CASTINE HISTORICAL SOCIETY COLLECTS, PRESERVES AND EXHIBITS MATERIALS THAT ILLUMINATE THE RICH HISTORY OF THE CASTINE - BAGADUCE RIVER AREA AND, THROUGH IT, THAT OF NEW ENGLAND AND AMERICA, FROM PRE-COLONIAL TIMES TO THE PRESENT. IN DOING SO, THE SOCIETY SEEKS TO ENGAGE RESIDENTS AND VISITORS OF ALL AGES IN THE EXPLORATION AND STEWARDSHIP OF CASTINE'S DIVERSE HISTORICAL RESOURCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $228,467 | ExpenseAmt |
| Desc | RENOVATING AND MAINTAINING THE HISTORIC ABBOTT SCHOOL AND SAMUEL P. GRINDLE HOUSE ON THE CASTINE TOWN COMMON AS A COMMUNITY HISTORY RESOURCE CENTER, PRODUCING PUBLICATIONS AND EDUCATIONAL PROGRAMS, INCREASING HISTORICAL AWARENESS AMONG BOTH MEMBERS AND THE GENERAL PUBLIC THROUGH OUR PERMANENT AND SUMMER EXHIBITIONS, LECTURES, ART SHOWS AND SALE, OCCASIONAL HOUSE AND GARDEN TOURS AND HISTORIC REENACTMENTS. | Desc |
| Total Program Service Expenses | $228,467 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL BOULET | PersonNm |
| Phone | 2073742400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 775 | AddressLine1Txt |
| City | BLUE HILL | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ALICE ALSTON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD AMES | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELLEN BENJAMIN | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM BUCHANAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY DEARBORN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES M DAY | ||||||
| PRESIDENT EM | Yes (X) | $0 | $0 | $0 | ||
| KELLEY GUALTIERI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GEORGE HATCH | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN HATCH | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA HAUGEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HOWARD LOWELL | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN MITCHELL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARC PELLETIER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $16,048 | MembershipDuesAmt |
| All Other Contributions | $79,720 | AllOtherContributionsAmt |
| Total Contributions | $95,768 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,098 | TotalRevenueColumnAmt |
| Exclusion | $102,098 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,142,088 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,759,838 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,250 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $382,250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,412 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,157 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,255 | TotalRevenueColumnAmt |
| Exclusion | $17,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,404 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $9,086 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,682 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,682 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $594,689 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $379,568 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $119,353 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,942 | TotalAmt |
| Program Services | $85,510 | ProgramServicesAmt |
| Management And General | $67,012 | ManagementAndGeneralAmt |
| Fundraising | $14,420 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,740 | TotalAmt |
| Program Services | $23,674 | ProgramServicesAmt |
| Management And General | $6,916 | ManagementAndGeneralAmt |
| Fundraising | $4,150 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,369 | TotalAmt |
| Program Services | $7,360 | ProgramServicesAmt |
| Management And General | $5,768 | ManagementAndGeneralAmt |
| Fundraising | $1,241 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342 | TotalAmt |
| Management And General | $342 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,026 | TotalAmt |
| Management And General | $12,026 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,102 | TotalAmt |
| Management And General | $26,102 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374 | TotalAmt |
| Management And General | $1,374 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,037 | TotalAmt |
| Program Services | $12,037 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,661 | TotalAmt |
| Management And General | $10,661 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,100 | TotalAmt |
| Program Services | $22,100 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,534 | TotalAmt |
| Management And General | $30,534 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,735 | TotalAmt |
| Program Services | $52,735 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,523 | TotalAmt |
| Program Services | $16,242 | ProgramServicesAmt |
| Management And General | $1,281 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COLLECTIONS AND EXHIBITIO | $5,746 | $5,746 | |
| MEMBERSHIP | $2,243 | $2,243 | |
| BANK AND OTHER FEES | $988 | $56 | $932 |
| MISC | $764 | $764 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,226 | TotalAmt |
| Program Services | $228,467 | ProgramServicesAmt |
| Management And General | $162,948 | ManagementAndGeneralAmt |
| Fundraising | $19,811 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,286 | BOYAmt |
| EOY | $66,897 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,568 | BOYAmt |
| EOY | $10,842 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,973 | BOYAmt |
| EOY | $18,091 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,737,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $442,654 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,347,675 | BOYAmt |
| EOY | $2,294,938 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,516,936 | BOYAmt |
| EOY | $5,781,393 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,921,438 | BOYAmt |
| EOY | $8,184,195 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834 | BOYAmt |
| EOY | $152 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,082 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,188 | BOYAmt |
| EOY | $839,461 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,022 | BOYAmt |
| EOY | $850,695 | 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 | $4,167,416 | BOYAmt |
| EOY | $4,487,627 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,821,000 | BOYAmt |
| EOY | $2,845,873 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,988,416 | BOYAmt |
| EOY | $7,333,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,921,438 | BOYAmt |
| EOY | $8,184,195 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $183,463 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $161,620 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $55,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,768 | CurrentTaxYearAmt |
| Total | $400,575 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,768 | CurrentTaxYearAmt |
| Total | $400,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $400,575 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,098 | CurrentTaxYearAmt |
| Total | $637,114 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $9,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,412 | CurrentTaxYearAmt |
| Total | $86,475 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,124,164 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $42,639 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 66,063 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,516,936 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $645,899 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $355,340 | OtherExpendituresAmt |
| Administrative Expenses | $26,102 | AdministrativeExpensesAmt |
| End Year Balance | $5,781,393 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,957,414 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $949,435 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $363,627 | OtherExpendituresAmt |
| Administrative Expenses | $26,286 | AdministrativeExpensesAmt |
| End Year Balance | $5,516,936 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,768,936 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$423,678 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $359,506 | OtherExpendituresAmt |
| Administrative Expenses | $28,338 | AdministrativeExpensesAmt |
| End Year Balance | $4,957,414 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,327,943 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $788,773 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $319,938 | OtherExpendituresAmt |
| Administrative Expenses | $27,842 | AdministrativeExpensesAmt |
| End Year Balance | $5,768,936 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,182,596 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $430,127 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $259,043 | OtherExpendituresAmt |
| Administrative Expenses | $25,737 | AdministrativeExpensesAmt |
| End Year Balance | $5,327,943 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02250 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $685,070 | OtherCostOrOtherBasisAmt |
| Book Value | $685,070 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,999,619 | OtherCostOrOtherBasisAmt |
| Depreciation | $391,118 | DepreciationAmt |
| Book Value | $1,608,501 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | $51,536 | DepreciationAmt |
| Book Value | -$51,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,242,035 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $742,450 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $161,620 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $12,243 | OtherRevenueAmt |
| Revenue Not Reported | $173,863 | RevenueNotReportedAmt |
| Revenue Subtotal | $568,587 | RevenueSubtotalAmt |
| Other Revenues Not Included | $26,102 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $26,102 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $594,689 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $397,366 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $12,242 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,242 | ExpensesNotReportedAmt |
| Expenses Subtotal | $385,124 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $26,102 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $26,102 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $411,226 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING REPORTED NET ON 990 3,156 GIFT SHOP REPORTED NET ON 990 9,086 ROUNDING 1 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | INVESTMENT FEES REPORTED NET ON STATEMENTS 26,102 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING REPORTED NET ON 990 3,156 GIFT SHOP REPORTED NET ON 990 9,086 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT FEES REPORTED NET ON STATEMENTS 26,102 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RECEPTIONS & DI | Event1Nm |
| Gross Receipts Event1 | $20,412 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $20,412 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,157 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $20,412 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $20,412 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,157 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,157 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,255 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE CASTINE HISTORICAL SOCIETY COLLECTS, PRESERVES AND EXHIBITS MATERIALS THAT ILLUMINATE THE RICH HISTORY OF THE CASTINE - BAGADUCE RIVER AREA AND, THROUGH IT, THAT OF NEW ENGLAND AND AMERICA, FROM PRE-COLONIAL TIMES TO THE PRESENT. IN DOING SO, THE SOCIETY SEEKS TO ENGAGE RESIDENTS AND VISITORS OF ALL AGES IN THE EXPLORATION AND STEWARDSHIP OF CASTINE'S DIVERSE HISTORICAL RESOURCES. |
| FORM 990, PART VI | A NEW WHISTLEBLOWER POLICY, INTENDED TO ENCOURAGE AND ENABLE CHS BOARD, OFFICERS, STAFF, VOLUNTEERS, AND SOCIETY MEMBERS TO RAISE SERIOUS CONCERNS WITHIN CHS BEFORE SEEKING RESOLUTION OUTSIDE CHS WPPROVED BY GOVERNANCE COMMITTEE 4/15/21 AND APPROVED BY BOARD OF DIRECTORS__5/20/21_ |
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERSHIP IS OPEN TO PUBLIC |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE GOVERNING BODY IS ELECTED ANNUALLY BY THE MEMBERS, ALL MEMBERS HAVE VOTING RIGHTS IN ELECTING NEW MEMBERS OF THE BOARD FROM AMONG THE MEMBERSHIP BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY FULL BOARD AND EXECUTIVE DIRECTOR. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANY CONFLICTS WOULD BE PUT INTO WRITING |
| FORM 990, PAGE 6, PART VI, LINE 15A | SALARY IS REVIEWED USING COMPARATIVE DATA IN THE MUSEUM FIELD, AND VOTED ON BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 18 | AVAILABLE ON GUIDESTAR OR UPON REQUEST THROUGH MAIL OR IN PERSON AT MUSEUM |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES KEPT ON SITE.INDIVIDUALS MAY REVIEW ON SITE OR BE PROVIDED WITH A PHOTOCOPY UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | FUNDRAISING REPORTED NET ON 990 3,156 GIFT SHOP REPORTED NET ON 990 9,086 ROUNDING 1 INVESTMENT FEES REPORTED NET ON STATEMENTS -26,102 FUNDRAISING REPORTED NET ON 990 -3,156 GIFT SHOP REPORTED NET ON 990 -9,086 INVESTMENT FEES REPORTED NET ON STATEMENTS 26,102 TOTAL 1 |
Comments