NORTH ANDOVER HISTORICAL SOCIETY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NORTH ANDOVER HISTORICAL SOCIETY (EIN 04-2259628)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-11
IRS object ID
201933159349303088
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

FieldValueIRS element (for citing)
Return2019-11-11T13:34:21-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042259628EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTH ANDOVER HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone9786864035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ACADEMY ROADAddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN HALTMAIERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9786864035PhoneNum
Signature2019-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANA J MARKS CPAPreparerPersonNm
PTINP01444519PTIN
Phone5083669100PhoneNum
Preparation2019-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address40.70.31.102IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-07IPDt
IP Tm11:47:06IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF4247996A0DFD92197EA51AEF4558D040C319DAAAtSubmissionCreationDeviceId
At Submission Filing Device Id4DDC68AACE5C161F617EC213E6CD21DA03E6EFE7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN HALTMAIERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ACADEMY ROADAddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$277,726GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NORTHANDOVERHISTORICALSOCIETY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1933FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE SOCIETY IS DEDICATED TO PRESERVING, ACQUIRING, TEACHING, EXHIBITING AND RESEARCHING NORTH ANDOVER HISTORY, WHICH IT DOES MAINLY THROUGH ITS COLLECTIONS. THE SOCIETY SERVES AS A REPOSITORY FOR ARTIFACTS, ARCHIVAL INFORMATION, AND OBJECTS MADE OR USED IN THE NORTH ANDOVER AREA FROM THE LATE 17TH THROUGH THE EARLY 21ST CENTURY. IN ADDITION, THE NORTH ANDOVER HISTORICAL SOCIETY SUPPORTS AND PROMOTES THE ARCHITECTURAL AND LANDSCAPE HERITAGE OF THE TOWN.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$402,462PYContributionsGrantsAmt
CY Contributions Grants$139,942CYContributionsGrantsAmt
PY Program Service Revenue$9,130PYProgramServiceRevenueAmt
CY Program Service Revenue$26,860CYProgramServiceRevenueAmt
PY Investment Income$35,341PYInvestmentIncomeAmt
CY Investment Income$44,168CYInvestmentIncomeAmt
PY Other Revenue$6,654PYOtherRevenueAmt
CY Other Revenue$12,000CYOtherRevenueAmt
PY Total Revenue$453,587PYTotalRevenueAmt
CY Total Revenue$222,970CYTotalRevenueAmt
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$85,780PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$82,644CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,718CYTotalFundraisingExpenseAmt
PY Other Expenses$127,616PYOtherExpensesAmt
CY Other Expenses$166,942CYOtherExpensesAmt
PY Total Expenses$213,396PYTotalExpensesAmt
CY Total Expenses$249,586CYTotalExpensesAmt
PY Revenues Less Expenses$240,191PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$26,616CYRevenuesLessExpensesAmt
Total Assets BOY$4,227,011TotalAssetsBOYAmt
Total Assets EOY$4,030,646TotalAssetsEOYAmt
Total Liabilities BOY$7,040TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,121TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,219,971NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,024,525NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE PART I, LINE 1.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$188,039ExpenseAmt
Revenue$44,104RevenueAmt
DescSINCE IT WAS FOUNDED IN 1913, THE NORTH ANDOVER HISTORICAL SOCIETY HAS CONTINUED TO ACTIVELY COLLECT, PRESERVE AND SHARE OUR TOWN'S HISTORY WHILE RAISING EXCITEMENT ABOUT THE TOWN AND REGION'S UNIQUE CULTURAL HERITAGE. GENEALOGISTS, TEACHERS, SCHOLARS, RESEARCHERS AND LOCAL CIVIC GROUPS REGULARLY UTILIZE THE RICH RESOURCES OF OUR ARCHIVES. CHANGING AND PERMANENT EXHIBITS, SPECIAL EVENTS, LECTURES AND REGULARLY SCHEDULED PUBLIC HOURS AT HISTORIC PROPERTIES ARE SOME OF THE MANY WAYS THAT THE SOCIETY BRINGS THE LOCAL HISTORY ALIVE FOR ITS CONSTITUENTS. DURING THE PAST FEW YEARS, WE HAVE DEVELOPED A STRONG ONLINE PRESENCE THROUGH OUR WEBSITE BUT MORE IMPORTANTLY ON OUR FACEBOOK PAGE, PROVIDING DIGITAL ACCESS TO MANY PHOTOS AND OTHER RESOURCES IN OUR COLLECTIONS AND ENGAGING THE VIEWERS IN A TWO WAY CONVERSATION ABOUT NORTH ANDOVER'S PAST. WE ARE MOST PROUD OF OUR 45-YEAR HISTORY OF WORKING FOR THE SCHOOL CHILDREN OF NORTH ANDOVER. DURING THIS TIME, WE HAVE ESTABLISHED A CLOSE PARTNERSHIP WITH THE LOCAL TEACHERS AT VARIOUS GRADE LEVELS AND HAVE OFFERED TEACHER TRAINING AND ACCESS TO PRIMARY SOURCES WHEN REQUESTED. WE HAVE COLLABORATED ON THE DEVELOPMENT OF SOCIAL STUDIES KITS FOR GRADES K-1 TO SUPPORT EARLY LEARNING INITIATIVES. WE CONTINUE TO INVITE LOCAL TEACHERS TO CONTRIBUTE POST-VISIT ACTIVITY MATERIALS FOR A "POP-UP" EXHIBIT, WHICH ARE FEATURED IN OUR HISTORY DISCOVERY ROOM. IN OUR NEW VENTURE OF SAVING THE TEXTILE BASED PROGRAMMING FROM THE CLOSED AMERICAN TEXTILE HISTORY MUSEUM IN LOWELL, WE HAVE EXPANDED OUR AUDIENCE INTO LOWELL AND LAWRENCE. TO DO SO, WE SECURED A THREE YEAR DIMINISHING GRANT FROM THE STEVENS FOUNDATION TO SUPPORT THE COST OF THEIR FORMER EDUCATOR ON A PART-TIME BASIS. WE WILL RECEIVE OUR LAST PAYMENT IN 2018. DURING 2018, WE ARE HAPPY TO REPORT THAT 764 STUDENTS IN THE NORTH ANDOVER SCHOOL SYSTEM PARTICIPATED IN 31 PROGRAMS PROVIDED BY THE SOCIETY, FUNDED IN PART BY GRANTS FROM THE BROWN FAMILY FUND AND THE ROGERS FOUNDATION. OUR NEW INITIATIVE, TEXTILE ARTS PROGRAMS, SERVED 867 CHILDREN THROUGH 34 PROGRAMS FUNDED IN PART BY A GRANT FROM THE STEVENS FOUNDATION. OUR BARN AT THE PB PROPERTY WAS RE-PURPOSED AS AN EDUCATIONAL AND VISITOR CENTER TO SHOW CASE OUR EDUCATIONAL PROGRAMS THANKS TO THE GENEROSITY OF THE NORTH ANDOVER COMMUNITY PRESERVATION COMMITTEE. LAST YEAR OVER 283 VISITORS EXPLORED THE PARSON BARNARD HOUSE & BARN DURING THE ESSEX COUNTY 17TH CENTURY SATURDAYS SUMMER PROGRAM AS PART OF OUR 21 ADULT/FAMILY OFFERINGS. IN ADDITION, WE FULFILLED 283 RESEARCH REQUESTS AND SERVED 40 ON-SITE RESEARCHERS IN OUR LIBRARY/ARCHIVES.Desc
Total Program Service Expenses$188,039TotalProgramServiceExpensesAmt
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 AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
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 Line1CAROL MAJAHADBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9786864035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ACADEMY ROADAddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STAN LIMPERT
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
DIANE HUSTER
VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
CHRISTIAN MCVEY
SECRETARY3.00Yes (X)Yes (X)$0$0$0
KATHY STEVENS
TREASURER5.00Yes (X)Yes (X)$0$0$0
CHRIS ALLEN
DIRECTOR2.00Yes (X)$0$0$0
MARION DONAHUE
DIRECTOR1.00Yes (X)$0$0$0
ROBERT ERCOLINI
DIRECTOR RESIGN. 2/183.00Yes (X)$0$0$0
AL FOWLER
DIRECTOR RESIGN. 4/181.00Yes (X)$0$0$0
SUSAN HALTMAIER
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH LAGRASSE
DIRECTOR1.00Yes (X)$0$0$0
JAMES WORDEN
DIRECTOR2.00Yes (X)$0$0$0
MARK SVENDSEN
DIRECTOR1.00Yes (X)$0$0$0
TOM ZAHORUIKO
DIRECTOR RESGIN. 1/183.00Yes (X)$0$0$0
ASHLEY VAILANCOURT
DIRECTOR EFF. 9/181.00Yes (X)$0$0$0
KARA KAUFMAN
DIRECTOR2.00Yes (X)$0$0$0
CAROL MAJAHAD
EXECUTIVE DIRECTOR40.00Yes (X)$50,000$0$1,000
FieldValueIRS element (for citing)
Total Reportable Comp From Org$50,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,000TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$139,942AllOtherContributionsAmt
Total Contributions$139,942TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM INCOME AND SUPDesc
Business900099BusinessCd
Total Revenue Column$26,860TotalRevenueColumnAmt
Related Or Exempt Func Income$26,860RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$26,860TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,924TotalRevenueColumnAmt
Exclusion$38,924ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$60,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,756SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,244SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,244TotalRevenueColumnAmt
Related Or Exempt Func Income$5,244RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescDISTRIBUTIONS FROM AFFDesc
Business900099BusinessCd
Total Revenue Column$12,000TotalRevenueColumnAmt
Related Or Exempt Func Income$12,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$12,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$222,970TotalRevenueColumnAmt
Related Or Exempt Func Income$44,104RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$38,924ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$51,000TotalAmt
Program Services$35,700ProgramServicesAmt
Management And General$7,650ManagementAndGeneralAmt
Fundraising$7,650FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$20,188TotalAmt
Program Services$14,132ProgramServicesAmt
Management And General$3,028ManagementAndGeneralAmt
Fundraising$3,028FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,087TotalAmt
Program Services$4,261ProgramServicesAmt
Management And General$913ManagementAndGeneralAmt
Fundraising$913FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,369TotalAmt
Program Services$3,759ProgramServicesAmt
Management And General$805ManagementAndGeneralAmt
Fundraising$805FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,188TotalAmt
Management And General$15,188ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,680TotalAmt
Management And General$14,680ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,713TotalAmt
Program Services$2,371ProgramServicesAmt
Management And General$1,010ManagementAndGeneralAmt
Fundraising$1,332FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,689TotalAmt
Program Services$11,689ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$200ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,445TotalAmt
Program Services$31,668ProgramServicesAmt
Management And General$777ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,661TotalAmt
Program Services$6,661ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
PRESERVATION GRANT$54,722$54,722
REPAIRS AND MAINTENANCE$20,771$20,771
FUNDRAISING PROJECTS$2,723$2,723
MISCELLANEOUS$821$821

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,329TotalAmt
Program Services$1,284ProgramServicesAmt
Management And General$778ManagementAndGeneralAmt
Fundraising$267FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$249,586TotalAmt
Program Services$188,039ProgramServicesAmt
Management And General$44,829ManagementAndGeneralAmt
Fundraising$16,718FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$46,227BOYAmt
EOY$48,446EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$107,219BOYAmt
EOY$269,718EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$158,351BOYAmt
EOY$1,105EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$10,234BOYAmt
EOY$10,234EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,732BOYAmt
EOY$2,788EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,008,562LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$428,736LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$612,271BOYAmt
EOY$579,826EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,674,622BOYAmt
EOY$1,514,722EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,615,355BOYAmt
EOY$1,603,807EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,227,011BOYAmt
EOY$4,030,646EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,040BOYAmt
EOY$6,121EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,040BOYAmt
EOY$6,121EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,696,227BOYAmt
EOY$3,495,012EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$508,744BOYAmt
EOY$514,513EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,000BOYAmt
EOY$15,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,219,971BOYAmt
EOY$4,024,525EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,227,011BOYAmt
EOY$4,030,646EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$26,616ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$157,282NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$11,548OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
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$142,735CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$272,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$402,462CurrentTaxYearMinus1YearAmt
Current Tax Year$139,942CurrentTaxYearAmt
Total$986,372TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,799CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,247CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,194CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,130CurrentTaxYearMinus1YearAmt
Current Tax Year$26,860CurrentTaxYearAmt
Total$125,230TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$195,534CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$287,584CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$411,592CurrentTaxYearMinus1YearAmt
Current Tax Year$166,802CurrentTaxYearAmt
Total$1,111,602TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,111,602PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,976CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,741CurrentTaxYearMinus1YearAmt
Current Tax Year$38,924CurrentTaxYearAmt
Total$159,068TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,976CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,741CurrentTaxYearMinus1YearAmt
Current Tax Year$38,924CurrentTaxYearAmt
Total$159,068TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$226,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,092CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$312,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$453,333CurrentTaxYearMinus1YearAmt
Current Tax Year$205,726CurrentTaxYearAmt
Total$1,270,670TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.87480PublicSupportCY509Pct
Public Support PY5090.89810PublicSupportPY509Pct
Investment Income CY0.12520InvestmentIncomeCYPct
Investment Income PY0.10190InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

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$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,962OtherCostOrOtherBasisAmt
Book Value$80,962BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$881,724OtherCostOrOtherBasisAmt
Depreciation$382,860DepreciationAmt
Book Value$498,864BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,876OtherCostOrOtherBasisAmt
Depreciation$45,876DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$579,826TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
INVESTMENT IN AFFILIATES$1,483,592
COLLECTIONS$120,215
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,603,807TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:EARNINGS FROM THIS ENDOWMENT ARE TO BE USED FOR MONITORING THE HISTORICAL PRESERVATION ON SPECIFIED REAL ESTATE
PART X, LINE 2:THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATING FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATING FINANCIAL STATEMENTS AT DECEMBER 31, 2018.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE TREASURER REVIEWS THE TAX RETURNS WITH THE FINANCE COMMITTEE. COPIES OF THE FORM 990 AND FORM PC ARE EMAILED TO ALL OF THE BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:DECREASE IN INVESTMENT IN A SUBSIDIARY -11,548.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BRICK STORE COMPANY IN ANDOVER NORTH PARISHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 876AddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
EIN046122901EIN
Primary ActivitiesPRESERVATION OF HISTORICAL STRUCTURESPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(2)ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CENTER REALTY TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 876AddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
EIN042348294EIN
Primary ActivitiesTITLE HOLDING COMPANYPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1YESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTEntityTypeTxt
Share Of Total Income$137,427ShareOfTotalIncomeAmt
Share Of EOY Assets$1,422,865ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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