WENHAM HISTORICAL ASSOCIATION & MUSEUM INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WENHAM HISTORICAL ASSOCIATION & MUSEUM INC (EIN 04-2152010)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-15
IRS object ID
202011979349307301
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-15T16:57:18-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042943536PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tonneson & Company PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 Edgewater Place Suite 300AddressLine1Txt
CityWakefieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018806208ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042152010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wenham Historical Association & MuseumBusinessNameLine1Txt
Business Name Line2IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWENHBusinessNameControlTxt
Phone9784682377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 Main StreetAddressLine1Txt
CityWenhamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01984ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKristin NoonPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone9784682377PhoneNum
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHeidi E MacLeanPreparerPersonNm
PTINP00840184PTIN
Phone7812459999PhoneNum
Preparation2020-07-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-15IPDt
IP Tm14:39:39IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id53808A63EF15221A7D4151BDEC88128B4D0FA7BFAtSubmissionCreationDeviceId
At Submission Filing Device Id9D4A0014A3F1D76ADE32AD20F398319F32DCC743AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKristin NoonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 Main StreetAddressLine1Txt
CityWenhamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01984ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$859,883GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wenhammuseum.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1952FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionRefer to Schedule O, Page 38Organization's exempt purpose is to acquire, preserve, and exhibit cultural collections, and to provide educational and cultural services to the public.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$646,356PYContributionsGrantsAmt
CY Contributions Grants$554,894CYContributionsGrantsAmt
PY Program Service Revenue$113,250PYProgramServiceRevenueAmt
CY Program Service Revenue$110,364CYProgramServiceRevenueAmt
PY Investment Income$31,095PYInvestmentIncomeAmt
CY Investment Income$21,037CYInvestmentIncomeAmt
PY Other Revenue$20,688PYOtherRevenueAmt
CY Other Revenue$58,138CYOtherRevenueAmt
PY Total Revenue$811,389PYTotalRevenueAmt
CY Total Revenue$744,433CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$328,570PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$339,858CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$95,434CYTotalFundraisingExpenseAmt
PY Other Expenses$470,912PYOtherExpensesAmt
CY Other Expenses$453,984CYOtherExpensesAmt
PY Total Expenses$799,482PYTotalExpensesAmt
CY Total Expenses$793,842CYTotalExpensesAmt
PY Revenues Less Expenses$11,907PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$49,409CYRevenuesLessExpensesAmt
Total Assets BOY$1,765,784TotalAssetsBOYAmt
Total Assets EOY$1,750,849TotalAssetsEOYAmt
Total Liabilities BOY$80,069TotalLiabilitiesBOYAmt
Total Liabilities EOY$103,943TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,685,715NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,646,906NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWenham Museum celebrates childhood, interprets history, and explores culture for the enrichment of all generations in the greater North Shore community and beyond. *Refer to Schedule O, Page 38 for Continuation*The Museum engages multigenerational members and visitors in examining the promise of the American experiment and provides thought-provoking learning experiences that connect the past, present, and future, in a welcoming and inclusive environment.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$572,507ExpenseAmt
Grant$0GrantAmt
Revenue$110,025RevenueAmt
DescPreservation of historic buildings and artifacts; education of the general public of selected historical matters.Desc
Total Program Service Expenses$572,507TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kristin NoonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9784682377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 Main StreetAddressLine1Txt
CityWenhamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01984ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
Derek A Smith
President2.00Yes (X)Yes (X)$0$0$0
Kennon Anderson
Vice-President2.00Yes (X)Yes (X)$0$0$0
John F Perkins
Treasurer2.00Yes (X)Yes (X)$0$0$0
Michael S Lucy
Asst. Treasurer & Secretar2.00Yes (X)Yes (X)$0$0$0
Barbara Brown
Trustee2.00Yes (X)$0$0$0
Cheryl Emmons
Trustee2.00Yes (X)$0$0$0
Walter Meibaum
Trustee2.00Yes (X)$0$0$0
Holly Shepherd
Trustee2.00Yes (X)$0$0$0
Rebecca O Smith
Trustee2.00Yes (X)$0$0$0
Jack Wilhelm
Trustee2.00Yes (X)$0$0$0
Willa D Worsfold
Trustee2.00Yes (X)$0$0$0
Kristin Noon
Executive Director40.00$69,701$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$69,701TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$81,627MembershipDuesAmt
Fundraising$6,050FundraisingAmt
All Other Contributions$467,217AllOtherContributionsAmt
Noncash Contributions$2,160NoncashContributionsAmt
Total Contributions$554,894TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Admissions713990$88,964$88,964
Program Fees900099$21,400$21,400
FieldValueIRS element (for citing)
Total Program Service Revenue$110,364TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,824TotalRevenueColumnAmt
Exclusion$16,824ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$15,750RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$13,584RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,166RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,166TotalRevenueColumnAmt
Exclusion$2,166ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,213SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,213SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,213TotalRevenueColumnAmt
Exclusion$4,213ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$93,870FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$6,050ContriRptFundraisingEventAmt
Fundraising Direct Expenses$37,559FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,311TotalRevenueColumnAmt
Exclusion$56,311ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$62,963GrossSalesOfInventoryAmt
Cost Of Goods Sold$64,307CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,344TotalRevenueColumnAmt
Related Or Exempt Func Income-$1,344RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther incomeDesc
Business900099BusinessCd
Total Revenue Column$1,005TotalRevenueColumnAmt
Related Or Exempt Func Income$1,005RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,005OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$744,433TotalRevenueColumnAmt
Related Or Exempt Func Income$110,025RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$79,514ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$69,700TotalAmt
Program Services$20,910ProgramServicesAmt
Management And General$27,880ManagementAndGeneralAmt
Fundraising$20,910FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$241,671TotalAmt
Program Services$163,224ProgramServicesAmt
Management And General$36,235ManagementAndGeneralAmt
Fundraising$42,212FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,487TotalAmt
Program Services$8,071ProgramServicesAmt
Management And General$17,501ManagementAndGeneralAmt
Fundraising$2,915FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,285TotalAmt
Management And General$27,285ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,175TotalAmt
Management And General$4,175ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,319TotalAmt
Program Services$12,319ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,409TotalAmt
Program Services$6,409ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,334TotalAmt
Program Services$20,246ProgramServicesAmt
Management And General$2,044ManagementAndGeneralAmt
Fundraising$2,044FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,878TotalAmt
Program Services$16,890ProgramServicesAmt
Management And General$994ManagementAndGeneralAmt
Fundraising$994FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,540TotalAmt
Management And General$1,540ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$52,299TotalAmt
Program Services$46,793ProgramServicesAmt
Management And General$2,753ManagementAndGeneralAmt
Fundraising$2,753FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,808TotalAmt
Program Services$16,828ProgramServicesAmt
Management And General$990ManagementAndGeneralAmt
Fundraising$990FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Exhibit Expense$165,711$165,711$0$0
Repairs and Maintenance$67,898$60,750$3,574$3,574
Other Program Expenses$19,973$19,973$0$0
Miscellaneous Expenses$13,258$6,355$930$5,973

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$21,097TotalAmt
Program Services$8,028ProgramServicesAmt
Fundraising$13,069FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$793,842TotalAmt
Program Services$572,507ProgramServicesAmt
Management And General$125,901ManagementAndGeneralAmt
Fundraising$95,434FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$298,608BOYAmt
EOY$227,469EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,116BOYAmt
EOY$121,791EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$57,500BOYAmt
EOY$5,281EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$26,631BOYAmt
EOY$23,008EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,890BOYAmt
EOY$5,392EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,080,978LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,326,929LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$710,724BOYAmt
EOY$754,049EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$639,315BOYAmt
EOY$613,859EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,765,784BOYAmt
EOY$1,750,849EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$45,111BOYAmt
EOY$92,093EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,958BOYAmt
EOY$1,850EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$27,000BOYAmt
EOY$10,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,069BOYAmt
EOY$103,943EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,045,184BOYAmt
EOY$999,873EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$640,531BOYAmt
EOY$647,033EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,685,715BOYAmt
EOY$1,646,906EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,765,784BOYAmt
EOY$1,750,849EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$49,409ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,600NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$577,764CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$418,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$555,759CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$707,632CurrentTaxYearMinus1YearAmt
Current Tax Year$648,764CurrentTaxYearAmt
Total$2,908,527TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$187,161CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$193,105CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$189,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,607CurrentTaxYearMinus1YearAmt
Current Tax Year$174,332CurrentTaxYearAmt
Total$928,330TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$764,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$611,713CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$744,884CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$892,239CurrentTaxYearMinus1YearAmt
Current Tax Year$823,096CurrentTaxYearAmt
Total$3,836,857TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$315,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$164,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$291,488CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$445,944CurrentTaxYearMinus1YearAmt
Current Tax Year$338,760CurrentTaxYearAmt
Total$1,555,979TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$315,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$164,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$291,488CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$445,944CurrentTaxYearMinus1YearAmt
Current Tax Year$338,760CurrentTaxYearAmt
Total$1,555,979TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,280,878PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,658CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,770CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,367CurrentTaxYearMinus1YearAmt
Current Tax Year$32,574CurrentTaxYearAmt
Total$146,548TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,658CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,770CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,367CurrentTaxYearMinus1YearAmt
Current Tax Year$32,574CurrentTaxYearAmt
Total$146,548TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$797,583CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$641,892CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$771,654CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$916,606CurrentTaxYearMinus1YearAmt
Current Tax Year$855,670CurrentTaxYearAmt
Total$3,983,405TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.57260PublicSupportCY509Pct
Public Support PY5090.59930PublicSupportPY509Pct
Investment Income CY0.03680InvestmentIncomeCYPct
Investment Income PY0.04260InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$615,223BeginningYearBalanceAmt
Contributions$10,000ContributionsAmt
Investment Earnings Or Losses$26,344InvestmentEarningsOrLossesAmt
Other Expenditures$64,000OtherExpendituresAmt
End Year Balance$587,567EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$712,926BeginningYearBalanceAmt
Investment Earnings Or Losses$37,092InvestmentEarningsOrLossesAmt
Other Expenditures$134,795OtherExpendituresAmt
End Year Balance$615,223EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$756,598BeginningYearBalanceAmt
Contributions$25,000ContributionsAmt
Investment Earnings Or Losses$73,328InvestmentEarningsOrLossesAmt
Other Expenditures$142,000OtherExpendituresAmt
End Year Balance$712,926EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$798,646BeginningYearBalanceAmt
Investment Earnings Or Losses-$26,753InvestmentEarningsOrLossesAmt
Other Expenditures$15,295OtherExpendituresAmt
End Year Balance$756,598EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$771,788BeginningYearBalanceAmt
Contributions$100,100ContributionsAmt
Investment Earnings Or Losses-$5,970InvestmentEarningsOrLossesAmt
Other Expenditures$67,272OtherExpendituresAmt
End Year Balance$798,646EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.43760BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.56240PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,990,296OtherCostOrOtherBasisAmt
Depreciation$1,285,054DepreciationAmt
Book Value$705,242BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,521OtherCostOrOtherBasisAmt
Depreciation$31,180DepreciationAmt
Book Value$1,341BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,161OtherCostOrOtherBasisAmt
Depreciation$10,695DepreciationAmt
Book Value$47,466BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$754,049TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$896,665TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$10,600NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$26,182DonatedServicesAndUseFcltsAmt
Revenue Not Reported$36,782RevenueNotReportedAmt
Revenue Subtotal$859,883RevenueSubtotalAmt
Other Revenues Not Included-$115,450OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$115,450RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$744,433TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$935,474TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$26,182DonatedServicesUseFcltsAmt
Other Expenses Included$115,450OtherExpensesIncludedAmt
Expenses Not Reported$141,632ExpensesNotReportedAmt
Expenses Subtotal$793,842ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$793,842TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 1a:In conformity with the practice followed by most museums, historical objects purchased and donated are not capitalized. Collections that belong to the Museum include antique dolls, dollhouses and other toys. Part of the Museum is a 17th century house complete with period furnishings. The cost of all objects purchased, together with the value of objects acquired by gift if any, less proceeds from deaccessions of objects, is reported as a separate expense.
Part V, Line 4:The Museum's primary objective is long-term capital appreciation which together with income will provide for the growth of the endowment while allowing support for current activities. The Museum has adopted a spending policy on board designated net assets whereby the amount available for distribution to operations will be a percentage of the average market value of the board designated net assets for the preceding twelve (12) quarters calculated as of June 30 of the current fiscal year. The Museum elected to use a percentage of 4% for the year ended June 30, 2019. The amount available for distribution to operations, as directed by the donor, on the donor-restricted net assets will be the greater of (1) 4% of the average market value of the donor-restricted net assets for the preceding twelve (12) quarters calculated as of June 30 of the current fiscal year, or (2) the earned income for the current fiscal year (further defined by the Wenham Museum Board of Trustees to be the interest, dividends, capital gains distributions, and net realized and unrealized capital gains (losses) earned by the donor-restricted net assets).
Part X, Line 2:In determining the recognition of uncertain tax positions, the Museum applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of June 30, 2019, the Museum has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.
Part XI, Line 4b - Other Adjustments:Special Events Expense -37,559. Cost of Goods Sold -64,307. Rental Expenses -13,584.
Part XII, Line 2d - Other Adjustments:Special Events Expense 37,559. Cost of Goods Sold 64,307. Rental Expenses 13,584.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Spring FundraiserEvent1Nm
Gross Receipts Event1$55,410GrossReceiptsEvent1Amt
Charitable Contri Event1$5,175CharitableContriEvent1Amt
Gross Revenue Event1$50,235GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,444NonCashPrizesEvent1Amt
Rent Facility Costs Event1$1,386RentFacilityCostsEvent1Amt
Food And Beverage Event1$8,375FoodAndBeverageEvent1Amt
Entertainment Event1$5,014EntertainmentEvent1Amt
Other Direct Expenses Event1$4,185OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$16,606GrossReceiptsEvent2Amt
Charitable Contri Event2$750CharitableContriEvent2Amt
Gross Revenue Event2$15,856GrossRevenueEvent2Amt
Non Cash Prizes Event2$278NonCashPrizesEvent2Amt
Rent Facility Costs Event2$3,454RentFacilityCostsEvent2Amt
Food And Beverage Event2$2,989FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,224OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$27,904GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$125CharitableContriOtherEventsAmt
Gross Revenue Other Events$27,779GrossRevenueOtherEventsAmt
Food And Beverage Other Events$500FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$7,710OthDirectExpnssOtherEventsAmt
Gross Receipts Total$99,920GrossReceiptsTotalAmt
Charitable Contributions Tot$6,050CharitableContributionsTotAmt
Gross Revenue Total Events$93,870GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,722NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$4,840RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,864FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,014EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$14,119OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$37,559DirectExpenseSummaryEventsAmt
Net Income Summary$56,311NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Trustees Derek Smith and Rebecca Smith are married.
Form 990, Part VI, Section B, line 11bThe Finance Committee reviews the Form 990 during one of their meetings prior to filing the Form 990.
Form 990, Part VI, Section B, line 12cEach year the policy is discussed with the Trustees. Every other year, or upon appointment of a new Trustee, the Trustees are required to provide written confirmation about their knowledge of the policy.
Form 990, Part VI, Section B, line 15aThe Board of Trustees, in executive session not including the Executive Director, discusses and approves the Executive Director's salary. They also consider whether the salary would be comparable to other Executive Director positions at comparable museums.
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy, financial statements and Form 990 are immediately made available to the public by calling the Museum's office, walking into the Museum's office or mailing in a request to the Museum. The Form 990 and financial statements are also available through the Massachusetts Attoney General's office/website.

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