ORLEANS HISTORICAL SOCIETY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ORLEANS HISTORICAL SOCIETY (EIN 04-6168175)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349304045
- Schema version
- 2018v3.1
- 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 | 2019-11-14T10:58:41-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823435008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALLOY & CO CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 BAY STATE COURT | AddressLine1Txt |
| City | BREWSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046168175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORLEANS HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORLE | BusinessNameControlTxt |
| Phone | 5082551329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 353 | AddressLine1Txt |
| City | ORLEANS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN MCNEIL | PersonNm |
| Person Title | CHAIRMAN, BOARD OF DIRECTORS | PersonTitleTxt |
| Phone | 5082550760 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE W MALLOY CPA | PreparerPersonNm |
| PTIN | P00115577 | PTIN |
| Phone | 5082552240 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.250.6.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 16:41:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 11A2C97D8D97DE34BDB93F66EE335BDB8FCD2787 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF65BCC172322BD30436F6D34BDCFB133954E046 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN MCNEIL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 353 | AddressLine1Txt |
| City | ORLEANS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $848,282 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.ORLEANSHISTORICALSOCIETY.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE COLLECTION AND PRESERVATION OF HISTORICAL ARTIFACTS RELATING TO THE TOWN OF ORLEANS,MA 02653. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $189,908 | PYContributionsGrantsAmt |
| CY Contributions Grants | $331,898 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,289 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,197 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,807 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,559 | PYOtherRevenueAmt |
| CY Other Revenue | -$7 | CYOtherRevenueAmt |
| PY Total Revenue | $335,563 | PYTotalRevenueAmt |
| CY Total Revenue | $401,594 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,270 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $60,639 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,569 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,569 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,193 | PYOtherExpensesAmt |
| CY Other Expenses | $248,909 | CYOtherExpensesAmt |
| PY Total Expenses | $154,463 | PYTotalExpensesAmt |
| CY Total Expenses | $333,117 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $181,100 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $68,477 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $703,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $730,201 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,090 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,281 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $693,763 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $710,920 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE COLLECTION AND PRESERVATION OF HISTORICAL ARTIFACTS PERTAINING TO THE TOWN OF ORLEANS,MA 02653 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $279,605 | ExpenseAmt |
| Revenue | $59,197 | RevenueAmt |
| Desc | VARIOUS HISTORIC PRESERVATION PROGRAMS FUNDED BY THE COMMUNITY PRESERVATION ACT AND PUBLIC SUPPORT FROM LOCAL BUSINESSES AND RESIDENTS OF THE TOWN OF ORLEANS, MASSACHUSETTS. | Desc |
| Total Program Service Expenses | $279,605 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH CARDITO | PersonNm |
| Phone | 5082551329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 353 | AddressLine1Txt |
| City | ORLEANS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 026530353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KATHLEEN MCNEIL | ||||||
| CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAY STRADAL | ||||||
| VICE-CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH CARDITO | ||||||
| TREASURER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRISTINA M HARTER | ||||||
| SECRETARY | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD UTT | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM WIBEL | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BESCIAK | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH FEARN | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD RYDER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE SNOW | ||||||
| DIRECTOR | 20.00 | Yes (X) | $0 | $0 | $0 | |
| BOBBIE THOMSEN | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MARK CARRON | ||||||
| PAST CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE STEVENS | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MORGAN GROZIER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $10,623 | MembershipDuesAmt |
| Government Grants | $153,275 | GovernmentGrantsAmt |
| All Other Contributions | $168,000 | AllOtherContributionsAmt |
| Noncash Contributions | $85,858 | NoncashContributionsAmt |
| Total Contributions | $331,898 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY PROGRAMS INC | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $11,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,197 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,197 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,499 | TotalRevenueColumnAmt |
| Exclusion | $10,499 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $150 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $150 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $483,178 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $435,171 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,007 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,007 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,360 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $11,517 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$157 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $401,594 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,197 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,499 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,503 | TotalAmt |
| Program Services | $55,503 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,136 | TotalAmt |
| Program Services | $5,136 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400 | TotalAmt |
| Program Services | $1,400 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,980 | TotalAmt |
| Management And General | $18,980 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,569 | TotalAmt |
| Fundraising | $23,569 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,272 | TotalAmt |
| Management And General | $1,272 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,842 | TotalAmt |
| Program Services | $3,842 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,216 | TotalAmt |
| Management And General | $8,216 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,214 | TotalAmt |
| Program Services | $2,214 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,316 | TotalAmt |
| Program Services | $11,980 | ProgramServicesAmt |
| Management And General | $1,336 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LOSS ON LINNELL HOUSE | $150,471 | $150,471 |
| BAD DEBT (PLEDGES NO LO | $23,580 | $23,580 |
| REPAIRS & MAINTENANCE | $9,133 | $9,133 |
| UTILITIES | $8,374 | $8,374 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,111 | TotalAmt |
| Program Services | $7,972 | ProgramServicesAmt |
| Management And General | $139 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,117 | TotalAmt |
| Program Services | $279,605 | ProgramServicesAmt |
| Management And General | $29,943 | ManagementAndGeneralAmt |
| Fundraising | $23,569 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,404 | BOYAmt |
| EOY | $42,549 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,720 | BOYAmt |
| EOY | $115,650 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $11,633 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,038 | BOYAmt |
| EOY | $17,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $167,654 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,555 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,159 | BOYAmt |
| EOY | $151,099 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,587 | BOYAmt |
| EOY | $391,472 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,945 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,853 | BOYAmt |
| EOY | $730,201 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90 | BOYAmt |
| EOY | $19,281 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,090 | BOYAmt |
| EOY | $19,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,829 | BOYAmt |
| EOY | $682,073 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,934 | BOYAmt |
| EOY | $28,847 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,763 | BOYAmt |
| EOY | $710,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,853 | BOYAmt |
| EOY | $730,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $68,477 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$79,381 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $28,061 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | 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 | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,898 | CurrentTaxYearAmt |
| Total | $887,632 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,898 | CurrentTaxYearAmt |
| Total | $887,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,985 | SubstantialContributorsTotAmt |
| Public Support Total170 | $870,647 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,193 | CurrentTaxYearAmt |
| Total | $263,138 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,150,770 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $54,101 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,700 | OtherCostOrOtherBasisAmt |
| Book Value | $2,700 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,300 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,255 | DepreciationAmt |
| Book Value | $148,399 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $151,099 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPE COD FIVE TRUST & ASSET MGMT | Desc |
| Book Value | $391,472 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $391,472 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | THE ORLEANS HISTORICAL SOCIETY AND MUSEUM HAS ELECTED, AS PERMITTED UNDER SFAS 116 (ASC 958), NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HADLEY LUDDY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 267 TONSET ROAD | AddressLine1Txt |
| City | ORLEANS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROVIDES DATABASE CONSULTING FOR MARKETING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $20,000 | RetainedByContractorAmt |
| Net To Organization | -$20,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $20,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$20,000 | TotalNetToOrganizationAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $85,858 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS PAY A FEE (ANNUAL FEE) EACH YEAR, TO HELP OFFSET THE COST TO OPERATE THE SOCIETY. |
| FORM 990, PART VI, SECTION A, LINE 8B | ALL BOARD OF DIRECTORS MEETING MINUTES ARE WRITTEN AND DISTRIBUTED AND APPROVED AT THE NEXT SUBSEQUENT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | A FULL COPY OF FORM 990/990 SCH A & O AS WELL AS FORM MASS PC ARE PROVIDED TO THE OFFICERS & DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12 | DIRECTORS APPROVED A CONFLICT OF INTEREST POLICY,AND EACH DIRECTOR SIGNED AN ANNUAL STATEMENT FOR DIRECTORS REGARDING COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION PAYMENTS ARE APPROVED BY THE BOARD OF DIRECTORS PRIOR TO ANY PAYMENTS. EFFECTIVE 01/01/2015. |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL ORGANIZATIONAL DOCUMENTS ARE OPEN TO THE GENERAL PUBLIC UPON REQUEST AS WELL AS THE ANNUAL FORMS FEDERAL 990/SCH A & O AND MASS PC. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL ORGANIZATIONAL DOCUMENTS ARE OPEN TO THE GENERAL PUBLIC UPON REQUEST AS WELL AS THE ANNUAL FORMS FEDERAL 990/990 SCH A & O AND MASS PC. |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | KATHLEEN MCNEIL - P.O.BOX 6, EAST ORLEANS, MA 02643. JAY STRADAL - 38 FOREST WAY, ORLEANS, MA 02653. JOSEPH CARDITO - P.O BOX 1545, SOUTH ORLEANS, MA 02643. CRISTINA M. HARTER - P.O.BOX 1207, EAST ORLEANS, MA 02643. RICHARD UTT - 10 CAPTAIN LINNELL ROAD, ORLEANS, MA 02653. WILLIAM WIBEL - 61 KEZIAH'S LANE, ORLEANS, MA 02653. RICHARD BESCIAK - 342 TONSET ROAD, ORLEANS, MA 02653. KENNETH FEARN - 41 WINSLOW DRIVE, ORLEANS, MA 02653. RICHARD RYDER - 330 SILVER SPRING ROAD, EASTHAM, MA 02642. BONNIE SNOW - P.O.BOX 159, ORLEANS, MA 02653. BOBBIE THOMSEN - 820 HARWICH ROAD #261, BREWSTER, MA 02631. MARK CARRON - 4695 W. CRESTVIEW CIRCLE, TUSCON, AZ 85745. CATHERINE STEVENS - P.O.BOX 1324, EAST ORLEANS, MA 02643. MORGAN GROZIER - P.O.BOX 326, EAST ORLEANS, MA 02643. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ACCOUNTING METHOD 28061. |
| FORM 990, PART XII, LINE 1: | THE ORGANIZATION IS CHANGING THEIR ACCOUNTING METHOD TO THE ACCRUAL METHOD OF ACCOUNTING, AS THE ORGANIZATION KEEPS THEIR ACCOUNTING RECORDS ON THE ACCRUAL BASIS. THIS CHANGE IS BEING MADE TO COMPLY WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION 958. |
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