CONCORD ANTIQUARIAN SOCIETY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CONCORD ANTIQUARIAN SOCIETY (EIN 04-2104035)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-17
IRS object ID
202022309349301707
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)
Return2020-08-17T09:59:21-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043037870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104035EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONCORD ANTIQUARIAN SOCIETYBusinessNameLine1Txt
Business Name Line2D/B/A CONCORD MUSEUMBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCONCBusinessNameControlTxt
Phone9783699763PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 CAMBRIDGE TURNPIKEAddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BURKEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9783699763PhoneNum
Signature2020-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA E KINGPreparerPersonNm
PTINP00005629PTIN
Phone5087557107PhoneNum
Preparation2020-08-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.92.68.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-17IPDt
IP Tm10:09:52IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id64432D711FB15956711E4C65431FA5934A26B8F4AtSubmissionCreationDeviceId
At Submission Filing Device IdC06835ABCAABAEEA325C3B5FC21946FDAB5E74BCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS J PUTNAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 CAMBRIDGE TURNPIKEAddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,810,052GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CONCORDMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1886FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE CONCORD MUSEUM EDUCATES VISITORS OF ALL AGES ABOUT THE HISTORY OF CONCORD AND ITS CONTINUING INFLUENCE ON AMERICAN POLITICAL, LITERARY AND CULTURAL LIFE. THE MUSEUM'S NATIONALLY SIGNIFICANT COLLECTION SERVES AS A CATALYST FOR CHANGING EXHIBITIONS, EXTENDED CLASSROOM LEARNING, DYNAMIC PROGRAMS AND PUBLICATIONS RELEVANT TO AN EVER CHANGING WORLD. FOUNDED IN 1886, THE MUSEUM IS A CENTER OF CULTURAL ENJOYMENT FOR THE REGION AND A GATEWAY TO THE TOWN OF CONCORD FOR VISITORS FROM AROUND THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee64TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI-$254TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$254NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,190,754PYContributionsGrantsAmt
CY Contributions Grants$2,580,593CYContributionsGrantsAmt
PY Program Service Revenue$262,254PYProgramServiceRevenueAmt
CY Program Service Revenue$116,759CYProgramServiceRevenueAmt
PY Investment Income$375,075PYInvestmentIncomeAmt
CY Investment Income-$471,136CYInvestmentIncomeAmt
PY Other Revenue$42,756PYOtherRevenueAmt
CY Other Revenue$55,582CYOtherRevenueAmt
PY Total Revenue$2,870,839PYTotalRevenueAmt
CY Total Revenue$2,281,798CYTotalRevenueAmt
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$1,318,188PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,240,615CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$440,957CYTotalFundraisingExpenseAmt
PY Other Expenses$848,841PYOtherExpensesAmt
CY Other Expenses$861,121CYOtherExpensesAmt
PY Total Expenses$2,167,029PYTotalExpensesAmt
CY Total Expenses$2,101,736CYTotalExpensesAmt
PY Revenues Less Expenses$703,810PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$180,062CYRevenuesLessExpensesAmt
Total Assets BOY$20,850,394TotalAssetsBOYAmt
Total Assets EOY$21,076,997TotalAssetsEOYAmt
Total Liabilities BOY$1,226,180TotalLiabilitiesBOYAmt
Total Liabilities EOY$615,279TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,624,214NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,461,718NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CONCORD MUSEUM EDUCATES VISITORS OF ALL AGES ABOUT THE HISTORY OF CONCORD AND ITS CONTINUING INFLUENCE ON AMERICAN POLITICAL, LITERARY AND CULTURAL LIFE. THE MUSEUM'S NATIONALLY SIGNIFICANT COLLECTION SERVES AS A CATALYST FOR CHANGING EXHIBITIONS, EXTENDED CLASSROOM LEARNING, DYNAMIC PROGRAMS AND PUBLICATIONS RELEVANT TO AN EVER-CHANGING WORLD. FOUNDED IN 1886, THE MUSEUM IS A CENTER OF CULTURAL ENJOYMENT FOR THE REGION AND A GATEWAY TO THE TOWN OF CONCORD FOR VISITORS FROM AROUND THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$624,081ExpenseAmt
Revenue$59,567RevenueAmt
DescHISTORY MUSEUM CURATORIAL AND EXHIBITION PROGRAMS: MUSEUM GALLERIES, LONG-TERM AND CHANGING EXHIBITIONS, COLLECTIONS, TOURS AND OTHER PUBLIC PROGRAMS - ALL SUPPORTED BY ON-GOING CURATORIAL AND PROFESSIONAL COLLECTIONS MANAGEMENT - BENEFIT VISITORS FROM THE REGION, THE NATION AND FROM MANY OTHER COUNTRIES. PROGRAMS ALSO INCLUDE LECTURES, CLASSES, WORKSHOPS, STORY HOURS, AND TOURS OF THE MUSEUM AND HISTORIC CONCORD.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$668,080ExpenseAmt
Revenue$57,192RevenueAmt
DescHISTORY MUSEUM AUDIENCE SERVICES: SCHOOL PROGRAMS - FORMAL SCHOOL PROGRAMS WERE PROVIDED TO OVER 9,500 CHILDREN.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,292,161TotalProgramServiceExpensesAmt
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 Footnote0IncludeFIN48FootnoteInd
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 RequiredYes (1)ScheduleJRequiredInd
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
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 Document91IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee64EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
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 Members27GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9783699763PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 CAMBRIDGE TURNPIKEAddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
THOMAS PUTNAM
EXECUTIVE DIRECTOR50.00Yes (X)Yes (X)$165,000$0$4,862
CHURCHILL G FRANKLIN
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
JOHN FERRELL
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
LISA FOOTE
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
CYNTHIA DEYSHER
TREASURER2.00Yes (X)Yes (X)$0$0$0
HOLLY SALEMY
SECRETARY2.00Yes (X)Yes (X)$0$0$0
TARA CEDERHOLM
GOVERNOR1.00Yes (X)$0$0$0
NANCY J BARNARD
GOVERNOR1.00Yes (X)$0$0$0
RICHARD D BRIGGS JR
GOVERNOR1.00Yes (X)$0$0$0
MIRANDA BOYLAN
GOVERNOR1.00Yes (X)$0$0$0
JASON GRISWOLD
GOVERNOR1.00Yes (X)$0$0$0
KELLY BENKERT
GOVERNOR1.00Yes (X)$0$0$0
AURA BRUCE
GOVERNOR1.00Yes (X)$0$0$0
JOHN FREEMAN
GOVERNOR1.00Yes (X)$0$0$0
LEANN GRIESINGER
GOVERNOR1.00Yes (X)$0$0$0
DENNIS BURNS
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
KATE CHARTENER
GOVERNOR1.00Yes (X)$0$0$0
KRISTEN HERBERT
GOVERNOR1.00Yes (X)$0$0$0
PHIL LOTANE
GOVERNOR1.00Yes (X)$0$0$0
ANNA WINTER RASMUSSEN
GOVERNOR1.00Yes (X)$0$0$0
SUSAN LYNCH
GOVERNOR1.00Yes (X)$0$0$0
ANDREA MEYERS
GOVERNOR1.00Yes (X)$0$0$0
GEOFFREY TAYLOR
GOVERNOR1.00Yes (X)$0$0$0
CHARLES A ZIERING
GOVERNOR1.00Yes (X)$0$0$0
RALPH EARLE
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
CLAIRE NELSON
GOVERNOR1.00Yes (X)$0$0$0
MARYROSE SYKES
GOVERNOR1.00Yes (X)$0$0$0
JAMES R BURKE
GOVERNOR1.00Yes (X)$0$0$0
BILL BECKLEAN
GOVERNOR1.00Yes (X)$0$0$0
CAROLYN MYERS
GOVERNOR1.00Yes (X)$0$0$0
PAM NELSON
GOVERNOR1.00Yes (X)$0$0$0
ROBERT R LAVERDURE
DIRECTOR OF FINANCE50.00Yes (X)$100,694$0$8,525
FieldValueIRS element (for citing)
Total Reportable Comp From Org$265,694TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$13,387TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HUTTER CONSTRUCTION CORPORATION
810 TURNPIKE ROADNEW IPSWICHNH03071CONSTRUCTION SERVICES$2,039,493
WB INCORPORATED
1 WESTINGHOUSE PLAZABOSTONMA02136EXHIBIT CONSTRUCTION SERVICES$180,932
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Membership Dues$56,847MembershipDuesAmt
Fundraising$155,397FundraisingAmt
All Other Contributions$2,368,349AllOtherContributionsAmt
Noncash Contributions$164,143NoncashContributionsAmt
Total Contributions$2,580,593TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SCHOOL PROGRAMS712100$57,192$57,192
ADMISSIONS712100$42,980$42,980
PUBLIC PROGRAMS712100$16,587$16,587
FieldValueIRS element (for citing)
Total Program Service Revenue$116,759TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,595TotalRevenueColumnAmt
Exclusion$78,595ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$31,200RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$31,200RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,200TotalRevenueColumnAmt
Exclusion$31,200ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,871,623SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,421,354SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$549,731SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$549,731TotalRevenueColumnAmt
Exclusion-$549,731ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$119,287FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$155,397ContriRptFundraisingEventAmt
Fundraising Direct Expenses$89,828FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,459TotalRevenueColumnAmt
Exclusion$29,459ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$11,995GrossSalesOfInventoryAmt
Cost Of Goods Sold$17,072CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,077TotalRevenueColumnAmt
Related Or Exempt Func Income-$4,823RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$254UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,281,798TotalRevenueColumnAmt
Related Or Exempt Func Income$111,936RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$254UnrelatedBusinessRevenueAmt
Exclusion-$410,477ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$268,179TotalAmt
Program Services$66,305ProgramServicesAmt
Management And General$152,145ManagementAndGeneralAmt
Fundraising$49,729FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$816,590TotalAmt
Program Services$521,293ProgramServicesAmt
Management And General$63,656ManagementAndGeneralAmt
Fundraising$231,641FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$50,004TotalAmt
Program Services$31,595ProgramServicesAmt
Management And General$10,308ManagementAndGeneralAmt
Fundraising$8,101FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,862TotalAmt
Program Services$10,683ProgramServicesAmt
Management And General$3,444ManagementAndGeneralAmt
Fundraising$10,735FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$80,980TotalAmt
Program Services$43,458ProgramServicesAmt
Management And General$16,694ManagementAndGeneralAmt
Fundraising$20,828FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$578TotalAmt
Management And General$148ManagementAndGeneralAmt
Fundraising$430FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,125TotalAmt
Management And General$1,125ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,911TotalAmt
Management And General$30,911ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,680TotalAmt
Management And General$2,680ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$103,442TotalAmt
Program Services$59,342ProgramServicesAmt
Management And General$17,640ManagementAndGeneralAmt
Fundraising$26,460FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,888TotalAmt
Fundraising$9,888FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$115,333TotalAmt
Program Services$36,366ProgramServicesAmt
Management And General$16,996ManagementAndGeneralAmt
Fundraising$61,971FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$63,696TotalAmt
Program Services$55,793ProgramServicesAmt
Management And General$6,470ManagementAndGeneralAmt
Fundraising$1,433FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$136,477TotalAmt
Program Services$121,293ProgramServicesAmt
Management And General$12,653ManagementAndGeneralAmt
Fundraising$2,531FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,175TotalAmt
Program Services$22,208ProgramServicesAmt
Management And General$776ManagementAndGeneralAmt
Fundraising$1,191FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$120,115TotalAmt
Program Services$102,311ProgramServicesAmt
Management And General$7,368ManagementAndGeneralAmt
Fundraising$10,436FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$211,762TotalAmt
Program Services$185,488ProgramServicesAmt
Management And General$21,510ManagementAndGeneralAmt
Fundraising$4,764FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$40,939TotalAmt
Program Services$36,026ProgramServicesAmt
Management And General$4,094ManagementAndGeneralAmt
Fundraising$819FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,101,736TotalAmt
Program Services$1,292,161ProgramServicesAmt
Management And General$368,618ManagementAndGeneralAmt
Fundraising$440,957FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$128,502BOYAmt
EOY$40,550EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,827,258BOYAmt
EOY$1,303,616EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,171,733BOYAmt
EOY$1,584,042EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,598BOYAmt
EOY$5,200EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,209,076BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$13,587BOYAmt
EOY$1,172EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,063BOYAmt
EOY$41,518EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,409,802LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,786,496LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,832,361BOYAmt
EOY$11,623,306EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,600,212BOYAmt
EOY$6,426,793EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$47,004BOYAmt
EOY$50,800EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,850,394BOYAmt
EOY$21,076,997EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,220,774BOYAmt
EOY$611,542EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,406BOYAmt
EOY$3,737EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,226,180BOYAmt
EOY$615,279EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,520,617BOYAmt
EOY$15,681,707EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,493,160BOYAmt
EOY$3,160,689EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,610,437BOYAmt
EOY$1,619,322EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,624,214BOYAmt
EOY$20,461,718EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,850,394BOYAmt
EOY$21,076,997EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$180,062ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$657,442NetUnrlzdGainsLossesInvstAmt
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$1,794,605CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,680,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,825,881CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,190,754CurrentTaxYearMinus1YearAmt
Current Tax Year$2,612,174CurrentTaxYearAmt
Total$19,104,079TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$671,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$692,557CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$611,455CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$410,736CurrentTaxYearMinus1YearAmt
Current Tax Year$248,041CurrentTaxYearAmt
Total$2,634,689TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,466,505CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,373,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,437,336CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,601,490CurrentTaxYearMinus1YearAmt
Current Tax Year$2,860,215CurrentTaxYearAmt
Total$21,738,768TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$999,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,639,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$692,357CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$872,434CurrentTaxYearMinus1YearAmt
Current Tax Year$1,008,053CurrentTaxYearAmt
Total$7,212,057TotalAmt

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$999,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,639,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$692,357CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$872,434CurrentTaxYearMinus1YearAmt
Current Tax Year$1,008,053CurrentTaxYearAmt
Total$7,212,057TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$14,526,711PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,842CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,623CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,018CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,418CurrentTaxYearMinus1YearAmt
Current Tax Year$78,595CurrentTaxYearAmt
Total$516,496TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,842CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,623CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,018CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,418CurrentTaxYearMinus1YearAmt
Current Tax Year$78,595CurrentTaxYearAmt
Total$516,496TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,609,347CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,420,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,545,354CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,740,908CurrentTaxYearMinus1YearAmt
Current Tax Year$2,938,810CurrentTaxYearAmt
Total$22,255,264TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.65270PublicSupportCY509Pct
Public Support PY5090.67080PublicSupportPY509Pct
Investment Income CY0.02320InvestmentIncomeCYPct
Investment Income PY0.02740InvestmentIncomePYPct
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$6,526,256BeginningYearBalanceAmt
Contributions$60,239ContributionsAmt
Investment Earnings Or Losses$164,075InvestmentEarningsOrLossesAmt
Other Expenditures$399,500OtherExpendituresAmt
End Year Balance$6,351,070EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,684,039BeginningYearBalanceAmt
Contributions$77,451ContributionsAmt
Investment Earnings Or Losses$161,884InvestmentEarningsOrLossesAmt
Other Expenditures$397,118OtherExpendituresAmt
End Year Balance$6,526,256EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,308,345BeginningYearBalanceAmt
Contributions$68,659ContributionsAmt
Investment Earnings Or Losses$660,979InvestmentEarningsOrLossesAmt
Other Expenditures$353,944OtherExpendituresAmt
End Year Balance$6,684,039EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,171,503BeginningYearBalanceAmt
Contributions$43,400ContributionsAmt
Investment Earnings Or Losses$432,896InvestmentEarningsOrLossesAmt
Other Expenditures$339,454OtherExpendituresAmt
End Year Balance$6,308,345EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,709,018BeginningYearBalanceAmt
Contributions$81,961ContributionsAmt
Investment Earnings Or Losses-$282,990InvestmentEarningsOrLossesAmt
Other Expenditures$336,486OtherExpendituresAmt
End Year Balance$6,171,503EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.65690BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.25500PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.08810TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$84,355OtherCostOrOtherBasisAmt
Book Value$84,355BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,829,787OtherCostOrOtherBasisAmt
Depreciation$2,634,683DepreciationAmt
Book Value$1,195,104BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,725OtherCostOrOtherBasisAmt
Depreciation$53,725DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$111,547OtherCostOrOtherBasisAmt
Depreciation$98,088DepreciationAmt
Book Value$13,459BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,330,388OtherCostOrOtherBasisAmt
Book Value$10,330,388BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,623,306TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,075,041TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$657,442NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$31,581DonatedServicesAndUseFcltsAmt
Other Revenue$106,900OtherRevenueAmt
Revenue Not Reported$795,923RevenueNotReportedAmt
Revenue Subtotal$2,279,118RevenueSubtotalAmt
Investment Expenses Not Incld$2,680InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$2,680RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,281,798TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,237,537TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$31,581DonatedServicesUseFcltsAmt
Other Expenses Included$106,900OtherExpensesIncludedAmt
Expenses Not Reported$138,481ExpensesNotReportedAmt
Expenses Subtotal$2,099,056ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,680InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,680ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,101,736TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:AS ALLOWED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND FOLLOWING THE PRACTICES OF MANY MUSEUMS, THE MUSEUM HAS NOT CAPITALIZED ITS COLLECTION OF ITEMS OF HISTORICAL NATURE AND OTHER RELATED OBJECTS PURCHASED OR DONATED. THE COLLECTION IS HELD FOR PUBLIC EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. THE MUSEUM CONTINUALLY REVIEWS ITS COLLECTION AND MAY DEACCESSION OR ACQUIRE ADDITIONAL ITEMS. EXPENDITURES FOR ADDITIONAL COLLECTION ITEMS ARE PRESENTED AS A REDUCTION IN THE APPROPRIATE CLASS OF NET ASSETS.
PART III, LINE 4:THE MUSEUM SERVES AS A CENTER FOR LEARNING AND CULTURAL ENJOYMENT FOR THE REGION AND AS A GATEWAY TO THE TOWN OF CONCORD FOR VISITORS FROM AROUND THE WORLD. LONG TERM EXHIBITIONS, DRAWN FROM THE MUSEUM COLLECTION OF 35,000 HISTORICAL ARTIFACTS, FOSTER GREATER UNDERSTANDING OF THE HISTORY OF CONCORD AND ITS RELATIONSHIP TO THE CULTURAL HISTORY OF THE NATION. A REGULAR SCHEDULE OF CHANGING EXHIBITIONS BROADENS THE RANGE OF TOPICS COVERED AND THE INTERPRETATION OF THE COLLECTION. ONGOING CURATORIAL RESEARCH AND PROFESSIONAL COLLECTIONS MANAGEMENT ARE THE FOUNDATION FOR THESE PROGRAMMATIC INITIATIVES.
PART V, LINE 4:THE MUSEUM'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. ENDOWMENT FUNDS INCLUDE INVESTED GIFTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE MUSEUM CLASSIFIES AS DONOR RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS NON-EXPENDABLE NET ASSETS IS CLASSIFIED AS EXPENDABLE NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE MUSEUM IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, THE MUSEUM CAN CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS; THE DURATION AND PRESERVATION OF THE FUND; THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND; GENERAL ECONOMIC CONDITIONS; THE POSSIBLE EFFECT OF INFLATION AND DEFLATION; THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; OTHER RESOURCES OF THE ORGANIZATION; AND THE INVESTMENT POLICIES OF THE ORGANIZATION. THE MUSEUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS BOARD-DESIGNATED AND OTHER ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO HAVE A RISK PROFILE SIMILAR TO A 70% EQUITY AND 30% BOND BLEND AND TO ACHIEVE RESULTS OF THE MUTUAL FUND'S BENCHMARK. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THESE BENCHMARKS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE MUSEUM RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE MUSEUM HAS INVESTED IN A PORTFOLIO THAT TARGETS A DIVERSIFIED ASSET ALLOCATION TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE MUSEUM HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5.0% TO 6.0% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR TWELVE QUARTERS THROUGH MARCH 31 OF THE YEAR PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE MUSEUM CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE MUSEUM'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR IMPOSED RESTRICTIONS REQUIRE THE MUSEUM TO RETAIN AS A FUND OF PERPETUAL DURATION. THE MUSEUM MAY APPROPRIATE FOR EXPENDITURE FROM THESE UNDERWATER FUNDS IN ACCORDANCE WITH THE PRUDENT MEASURES PRESCRIBED BY STATE LAW. THERE WERE NO SUCH DEFICIENCIES AS OF SEPTEMBER 30, 2019 AND 2018.
PART XI, LINE 2D - OTHER ADJUSTMENTS:GIFT SHOP COST OF GOODS SOLD 17,072. SPECIAL EVENT EXPENSES 89,828.
PART XII, LINE 2D - OTHER ADJUSTMENTS:GIFT SHOP COST OF GOODS SOLD 17,072. SPECIAL EVENT EXPENSES 89,828.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNEYEvent1Nm
Gross Receipts Event1$103,611GrossReceiptsEvent1Amt
Charitable Contri Event1$74,851CharitableContriEvent1Amt
Gross Revenue Event1$28,760GrossRevenueEvent1Amt
Other Direct Expenses Event1$33,078OtherDirectExpensesEvent1Amt
Event2SPRING GALAEvent2Nm
Gross Receipts Event2$35,370GrossReceiptsEvent2Amt
Charitable Contri Event2$24,080CharitableContriEvent2Amt
Gross Revenue Event2$11,290GrossRevenueEvent2Amt
Other Direct Expenses Event2$24,781OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$135,703GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$56,466CharitableContriOtherEventsAmt
Gross Revenue Other Events$79,237GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$31,969OthDirectExpnssOtherEventsAmt
Gross Receipts Total$274,684GrossReceiptsTotalAmt
Charitable Contributions Tot$155,397CharitableContributionsTotAmt
Gross Revenue Total Events$119,287GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$89,828OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$89,828DirectExpenseSummaryEventsAmt
Net Income Summary$29,459NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTHOMAS PUTNAMPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$165,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$4,601DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$261NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$169,862TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE EXECUTIVE COMMITTEE ANNUALLY DETERMINES AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR GUIDED BY RELEVANT INDEPENDENT SALARY SURVEYS FOR SIMILAR POSITIONS. MINUTES ARE KEPT OF EXECUTIVE COMMITTEE MEETINGS.ExplanationTxt

Schedule M IRS990ScheduleM

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution42ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$145,763NoncashContributionsRptF990Amt
Method Of Determining RevenuesNYSEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSPECIAL EVENT ITEMSDesc
Contribution57ContributionCnt
Noncash Contributions Rpt F990$18,380NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 33:FormAndLineReferenceDesc
ExplanationAS ALLOWED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND FOLLOWING THE PRACTICES OF MANY MUSEUMS, THE MUSEUM HAS NOT CAPITALIZED ITS COLLECTION OF ITEMS OF HISTORICAL NATURE AND OTHER RELATED OBJECTS PURCHASED OR DONATED. THEREFORE, NONCASH CONTRIBUTIONS OF HISTORICAL ARTIFACTS ARE NOT REPORTED AS REVENUE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TWO BOARD MEMBERS ARE RELATED.
FORM 990, PART VI, SECTION B, LINE 11BREVIEWED BY THE DIRECTOR OF FINANCE, EXECUTIVE DIRECTOR, AND TREASURER, THEN PROVIDED TO THE BOARD OF GOVERNORS FOR REVIEW. CERTAIN SCHEDULES ARE REDACTED FROM THE COPY PROVIDED TO THE BOARD OF GOVERNORS DUE TO DONOR CONFIDENTIALITY CONCERNS.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY OFFICERS, GOVERNORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING ANY OUTSIDE INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST REGARDING THEIR INVOLVEMENT WITH CONCORD ANTIQUARIAN SOCIETY.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE ANNUALLY DETERMINES AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR GUIDED BY RELEVANT INDEPENDENT SALARY SURVEYS FOR SIMILAR POSITIONS. THE EXECUTIVE COMMITTEE ALSO ANNUALLY REVIEWS RELEVANT SALARY SURVEYS AND COMPENSATION FOR OTHER KEY MUSEUM POSITIONS. MINUTES ARE KEPT OF EXECUTIVE COMMITTEE MEETINGS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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