MILTON HISTORICAL SOCIETY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MILTON HISTORICAL SOCIETY (EIN 39-1095660)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349310773
- Schema version
- 2019v5.0
- 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 | 2020-11-16T12:45:16-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453800247 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTZ TAX SERVICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 PARKVIEW DR | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535631536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391095660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 6088687772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 245 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PIERCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6088687772 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J HOLTZ | PreparerPersonNm |
| PTIN | P00799039 | PTIN |
| Phone | 6088682830 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.190.86.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 12:45:16 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C0D2017AB1049F25D7732599F2F989EE69D3D401 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C0D2017AB1049F25D7732599F2F989EE69D3D401 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL PIERCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 245 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $147,504 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILTONHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | HIST SOCIETY | OtherOrganizationDsc |
| Formation | 1948 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $141,447 | PYContributionsGrantsAmt |
| CY Contributions Grants | $64,630 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $82,814 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $66,321 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,325 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,426 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,807 | PYOtherRevenueAmt |
| CY Other Revenue | $6,514 | CYOtherRevenueAmt |
| PY Total Revenue | $232,393 | PYTotalRevenueAmt |
| CY Total Revenue | $141,891 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $66,362 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $68,830 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,841 | PYOtherExpensesAmt |
| CY Other Expenses | $86,376 | CYOtherExpensesAmt |
| PY Total Expenses | $228,203 | PYTotalExpensesAmt |
| CY Total Expenses | $155,206 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,190 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,315 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,948,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,935,151 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,311 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,570 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,946,896 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,933,581 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Revenue | $30,871 | RevenueAmt |
| Desc | THE MILTON HOUSE MUSEUM PROVIDED TOURS FOR VISITORS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,512 | ExpenseAmt |
| Revenue | $35,450 | RevenueAmt |
| Desc | THE MILTON HISTORICAL SOCIETY PROVIDES EXHIBITS, SPECIAL EVENTS, AND RESEARCH ACTIVITIES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,694 | ExpenseAmt |
| Desc | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $125,694 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $155,206 | 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 | false | 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 | Yes (true) | 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 | false | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | 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 |
| 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 | Yes (true) | 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 | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARI KLEBBA | PersonNm |
| Phone | 6088687772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 245 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL PIERCE | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SERENA WESTLUND | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHUCK JACKSON | ||||||
| SECRETARY/TR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN ARNDT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA MILLER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GENE BIER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY PIERCE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AL BORTLES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY CONGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WENDELL SISSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILSON LEONG | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY WILLIAMSON | ||||||
| BOARD MEMBER | 2.00 | 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 | $2,971 | MembershipDuesAmt |
| Government Grants | $21,782 | GovernmentGrantsAmt |
| All Other Contributions | $39,877 | AllOtherContributionsAmt |
| Total Contributions | $64,630 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MUSEUM TOURS | $30,871 | $30,871 |
| CIVIL WAR WEEKEND | $13,705 | $13,705 |
| ARTS & CRAFTS | $10,232 | $10,232 |
| OTHER PROGRAM SERVICE REVENUE | $9,481 | $9,481 |
| AUCTION FUNDRAISER | $2,032 | $2,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $66,321 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,426 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,860 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,860 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,860 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,860 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $10,267 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,613 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,654 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,261 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,028 | TotalAmt |
| Program Services | $63,028 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,802 | TotalAmt |
| Program Services | $5,802 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,854 | TotalAmt |
| Program Services | $2,854 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,241 | TotalAmt |
| Program Services | $3,241 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,431 | TotalAmt |
| Program Services | $20,431 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FUNDRAISING | $22,012 | $22,012 |
| PRESERVATION EXPENSES | $8,310 | $8,310 |
| STABLE EXPENSES | $7,500 | $7,500 |
| SERVICE CONTRACTS | $4,957 | $4,957 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,071 | TotalAmt |
| Program Services | $17,071 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,206 | TotalAmt |
| Program Services | $155,206 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,683 | BOYAmt |
| EOY | $52,627 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,726,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,000 | BOYAmt |
| EOY | $1,726,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,524 | BOYAmt |
| EOY | $154,524 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,948,207 | BOYAmt |
| EOY | $1,935,151 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,311 | BOYAmt |
| EOY | $1,570 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,311 | BOYAmt |
| EOY | $1,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,946,896 | BOYAmt |
| EOY | $1,933,581 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,946,896 | BOYAmt |
| EOY | $1,933,581 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,948,207 | BOYAmt |
| EOY | $1,935,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$13,315 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,630 | CurrentTaxYearAmt |
| Total | $429,236 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,874 | CurrentTaxYearAmt |
| Total | $408,788 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,666 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,504 | CurrentTaxYearAmt |
| Total | $838,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $838,024 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,426 | CurrentTaxYearAmt |
| Total | $15,683 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,426 | CurrentTaxYearAmt |
| Total | $15,683 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,930 | CurrentTaxYearAmt |
| Total | $853,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98270 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,726,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,726,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,726,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $1,570 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,570 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE HISTORICAL SOCIETY IS A MEMBERSHIP BASED ORGANIZATION |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERSHIP MEETS ON AN ANNUAL BASIS TO ELECT BOARD MEMBERS AND OFFICERS |
| FORM 990, PAGE 6, PART VI, LINE 7B | OUR BY-LAWS DICTATE THE FINANCIAL AND OTHER DECISIONS THAT MUST BE APPROVED BY THE MEMBERSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A MEETING PROCEEDING THE SUBMISSION OF THE FORM |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S FORM 990 AND ANY OTHER GOVERNING BODY DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE SOCIETY'S OFFICE |
| FORM 990, PART IX, LINE 24E | EQUIPMENT & FURNITURE PUR 4,216 0 0 TELEPHONE 2,971 0 0 EQUIPMENT RENTAL & MAINT 1,683 0 0 BANKING & FINANCIAL FEES 1,428 0 0 SCHOLARSHIP 1,400 0 0 ARCHIVAL SUPPLIES 933 0 0 PEST CONTROL 913 0 0 RECAPPER EXPENSES 710 0 0 MAINTENANCE SUPPLIES 602 0 0 SALES TAX 573 0 0 OTHER OPERATIONS 497 0 0 BOOKS & REFERENCE 449 0 0 CLEANING SUPPLIES 224 0 0 TRAVEL & MEETINGS 159 0 0 REFUSE & RECYCLING 140 0 0 MEMBERSHIP EXPENES 80 0 0 ELEVATOR LICENSE 50 0 0 MISCELLANEOUS EXPENSES 43 0 0 TOTAL 17,071 0 0 |
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