CONCORD ANTIQUARIAN SOCIETY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CONCORD ANTIQUARIAN SOCIETY (EIN 04-2104035)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-07-08
IRS object ID
201941899349300119
Schema version
2017v2.3
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)
Return2019-07-08T11:56:17-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043037870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104035EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 CAMBRIDGE TURNPIKE PO BOX 146AddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS PUTNAMPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9783699763PhoneNum
Signature2019-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA E KINGPreparerPersonNm
PTINP00005629PTIN
Phone5087557107PhoneNum
Preparation2019-06-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.11.10.178IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-27IPDt
IP Tm15:55:28IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id954A65DB1995863A37271E4766999F33303993D7AtSubmissionCreationDeviceId
At Submission Filing Device Id954A65DB1995863A37271E4766999F33303993D7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerTHOMAS J PUTNAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 CAMBRIDGE TURNPIKEAddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,189,133GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CONCORDMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1886FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE CONCORD MUSEUM EDUCATES VISITORS OF ALL AGES ABOUT THE HISTORY OF CONCORD AND ITS CONTINUING INFLUENCE ON AMERICAN POLITICAL, LITERARY AND CULTURAL LIFE. THE MUSEUM'S NATIONALLY SIGNIFICANT COLLECTION SERVES AS A CATALYST FOR CHANGING EXHIBITIONS, EXTENDED CLASSROOM LEARNING, DYNAMIC PROGRAMS AND PUBLICATIONS RELEVANT TO AN EVER CHANGING WORLD. FOUNDED IN 1886, THE MUSEUM IS A CENTER OF CULTURAL ENJOYMENT FOR THE REGION AND A GATEWAY TO THE TOWN OF CONCORD FOR VISITORS FROM AROUND THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee67TotalEmployeeCnt
Total Volunteers325TotalVolunteersCnt
Total Gross UBI$528TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,375NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,848,197PYContributionsGrantsAmt
CY Contributions Grants$2,190,754CYContributionsGrantsAmt
PY Program Service Revenue$244,166PYProgramServiceRevenueAmt
CY Program Service Revenue$262,254CYProgramServiceRevenueAmt
PY Investment Income$114,467PYInvestmentIncomeAmt
CY Investment Income$375,075CYInvestmentIncomeAmt
PY Other Revenue$136,309PYOtherRevenueAmt
CY Other Revenue$42,576CYOtherRevenueAmt
PY Total Revenue$5,343,139PYTotalRevenueAmt
CY Total Revenue$2,870,659CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,396,289PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,318,188CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$419,495CYTotalFundraisingExpenseAmt
PY Other Expenses$1,346,264PYOtherExpensesAmt
CY Other Expenses$848,841CYOtherExpensesAmt
PY Total Expenses$2,742,553PYTotalExpensesAmt
CY Total Expenses$2,167,029CYTotalExpensesAmt
PY Revenues Less Expenses$2,600,586PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$703,630CYRevenuesLessExpensesAmt
Total Assets BOY$19,467,088TotalAssetsBOYAmt
Total Assets EOY$20,850,394TotalAssetsEOYAmt
Total Liabilities BOY$367,912TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,226,180TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,099,176NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,624,214NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CONCORD MUSEUM EDUCATES VISITORS OF ALL AGES ABOUT THE HISTORY OF CONCORD AND ITS CONTINUING INFLUENCE ON AMERICAN POLITICAL, LITERARY AND CULTURAL LIFE. THE MUSEUM'S NATIONALLY SIGNIFICANT COLLECTION SERVES AS A CATALYST FOR CHANGING EXHIBITIONS, EXTENDED CLASSROOM LEARNING, DYNAMIC PROGRAMS AND PUBLICATIONS RELEVANT TO AN EVER-CHANGING WORLD. FOUNDED IN 1886, THE MUSEUM IS A CENTER OF CULTURAL ENJOYMENT FOR THE REGION AND A GATEWAY TO THE TOWN OF CONCORD FOR VISITORS FROM AROUND THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$980,147ExpenseAmt
Revenue$207,157RevenueAmt
DescHISTORY MUSEUM CURATORIAL AND EXHIBITION PROGRAMS: MUSEUM GALLERIES, LONG-TERM AND CHANGING EXHIBITIONS, COLLECTIONS, TOURS AND OTHER PUBLIC PROGRAMS - ALL SUPPORTED BY ON-GOING CURATORIAL AND PROFESSIONAL COLLECTIONS MANAGEMENT - BENEFIT VISITORS FROM THE REGION, THE NATION AND FROM MANY OTHER COUNTRIES. PROGRAMS ALSO INCLUDE LECTURES, CLASSES, WORKSHOPS, STORY HOURS, AND TOURS OF THE MUSEUM AND HISTORIC CONCORD.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$225,194ExpenseAmt
Revenue$55,097RevenueAmt
DescHISTORY MUSEUM AUDIENCE SERVICES: SCHOOL PROGRAMS - FORMAL SCHOOL PROGRAMS WERE PROVIDED TO OVER 9,500 CHILDREN.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$41,864ExpenseAmt
Revenue$62,736RevenueAmt
DescHISTORY MUSEUM AUDIENCE SERVICES: MEMBERSHIPS - INCLUDES PUBLICATION OF A MEMBERSHIP NEWSLETTER, INTERPRETIVE BROCHURES, WEBSITE, NEWSPAPER ARTICLES AND GENERAL PUBLICITY, THE MAINTENANCE OF MEMBERSHIP LISTS, AND THE BILLING OF MEMBERSHIP DUES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$38,036ExpenseAmt
Revenue$30,933RevenueAmt
DescTHE MUSEUM SHOP: SPECIALIZES IN ITEMS THAT REINFORCE THE VISITORS' MUSEUM EXPERIENCE. THE SHOP IS KNOWN FOR ITS REPRODUCTIONS AND ADAPTIONS THAT RELATE DIRECTLY TO THE MUSEUM COLLECTION, AS WELL AS FOR A WIDE SELECTION OF BOOKS FOCUSING ON THE REVOLUTIONARY AND LITERARY HISTORY OF CONCORD.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$38,036TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$30,933TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,285,241TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee67EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 CAMBRIDGE TURNPIKE PO BOX 146AddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01742ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARGARET R BURKE
EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$169,147$0$7,257
CHURCHILL G FRANKLIN
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
JOHN FERRELL
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
LISA FOOTE
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
CYNTHIA DEYSHER
TREASURER2.00Yes (X)Yes (X)$0$0$0
WILLIAM HUYETT
SECRETARY2.00Yes (X)Yes (X)$0$0$0
CLAIRE NELSON
GOVERNOR1.00Yes (X)$0$0$0
HOLLY SALEMY
GOVERNOR1.00Yes (X)$0$0$0
RICHARD D BRIGGS JR
GOVERNOR1.00Yes (X)$0$0$0
MIRANDA BOYLAN
GOVERNOR1.00Yes (X)$0$0$0
GREG CREAMER
GOVERNOR1.00Yes (X)$0$0$0
KELLY BENKERT
GOVERNOR1.00Yes (X)$0$0$0
AURA BRUCE
GOVERNOR1.00Yes (X)$0$0$0
JOHN FREEMAN
GOVERNOR1.00Yes (X)$0$0$0
LEANN GRIESINGER
GOVERNOR1.00Yes (X)$0$0$0
DENNIS BURNS
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
KATE CHARTENER
GOVERNOR1.00Yes (X)$0$0$0
KRISTEN HERBERT
GOVERNOR1.00Yes (X)$0$0$0
JASON GRISWOLD
GOVERNOR1.00Yes (X)$0$0$0
ANNA WINTER RASMUSSEN
GOVERNOR1.00Yes (X)$0$0$0
LAURA REYNOLDS
GOVERNOR1.00Yes (X)$0$0$0
ANDREA MEYERS
GOVERNOR1.00Yes (X)$0$0$0
GEOFFREY TAYLOR
GOVERNOR1.00Yes (X)$0$0$0
CHARLES A ZIERING
GOVERNOR1.00Yes (X)$0$0$0
RALPH EARLE
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
PHIL LOTANE
GOVERNOR2.00Yes (X)$0$0$0
SUSAN LYNCH
GOVERNOR2.00Yes (X)$0$0$0
DAVID WEBSTER
DIRECTOR OF FINANCE40.00Yes (X)$98,822$0$3,177
THOMAS J PUTNAM
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
ROBERT LAVERDURE
DIRECTOR OF FINANCE40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$267,969TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$10,434TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HUTTER CONSTRUCTION
810 TURNPIKE ROADNEW IPSWICHNH03071CONSTRUCTION SERVICES$3,936,659
O'BRIEN BUSINESS SYSTEMS INC
739 E ELM STREETCONSHOHOCKENPA19428COLLECTIONS STORAGE SYSTEMS$248,703
DESIGN LAB ARCHITECTS
35 CHANNEL CENTER ST 103BOSTONMA02210ARCHITECTURAL SERVICES$220,950
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Membership Dues$62,736MembershipDuesAmt
Fundraising$169,925FundraisingAmt
All Other Contributions$1,958,093AllOtherContributionsAmt
Noncash Contributions$180,593NoncashContributionsAmt
Total Contributions$2,190,754TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS712100$155,548$155,548
SCHOOL PROGRAMS712100$55,097$55,097
PUBLIC PROGRAMS712100$51,609$51,609
FieldValueIRS element (for citing)
Total Program Service Revenue$262,254TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$139,418TotalRevenueColumnAmt
Exclusion$139,418ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$24,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$24,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,000TotalRevenueColumnAmt
Exclusion$24,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$424,225SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$188,568SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$235,657SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$235,657TotalRevenueColumnAmt
Exclusion$235,657ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$117,549FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$169,925ContriRptFundraisingEventAmt
Fundraising Direct Expenses$109,524FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,025TotalRevenueColumnAmt
Exclusion$8,025ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$30,933GrossSalesOfInventoryAmt
Cost Of Goods Sold$20,382CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,551TotalRevenueColumnAmt
Related Or Exempt Func Income$10,023RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$528UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,870,659TotalRevenueColumnAmt
Related Or Exempt Func Income$272,277RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$528UnrelatedBusinessRevenueAmt
Exclusion$407,100ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$138,971TotalAmt
Program Services$100,059ProgramServicesAmt
Fundraising$38,912FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,052,285TotalAmt
Program Services$700,521ProgramServicesAmt
Management And General$106,454ManagementAndGeneralAmt
Fundraising$245,310FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$37,852TotalAmt
Program Services$16,351ProgramServicesAmt
Management And General$7,932ManagementAndGeneralAmt
Fundraising$13,569FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$89,080TotalAmt
Program Services$33,520ProgramServicesAmt
Management And General$47,526ManagementAndGeneralAmt
Fundraising$8,034FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,409TotalAmt
Management And General$32,409ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$187,212TotalAmt
Program Services$35,692ProgramServicesAmt
Management And General$119,619ManagementAndGeneralAmt
Fundraising$31,901FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,671TotalAmt
Management And General$2,871ManagementAndGeneralAmt
Fundraising$16,800FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$64,628TotalAmt
Program Services$29,247ProgramServicesAmt
Management And General$21,920ManagementAndGeneralAmt
Fundraising$13,461FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$65,941TotalAmt
Program Services$7,996ProgramServicesAmt
Management And General$55,032ManagementAndGeneralAmt
Fundraising$2,913FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$155,393TotalAmt
Program Services$118,090ProgramServicesAmt
Management And General$4,622ManagementAndGeneralAmt
Fundraising$32,681FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,812TotalAmt
Program Services$543ProgramServicesAmt
Management And General$10,369ManagementAndGeneralAmt
Fundraising$5,900FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$104,363TotalAmt
Program Services$98,377ProgramServicesAmt
Management And General$5,380ManagementAndGeneralAmt
Fundraising$606FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$38,439TotalAmt
Program Services$23,420ProgramServicesAmt
Management And General$14,988ManagementAndGeneralAmt
Fundraising$31FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
INSTALLATIONS AND ACQUI$95,809$95,809
MISCELLANEOUS$38,335$1,477$27,481$9,377
PROGRAM EXPENSES$24,139$24,139
OFFICE EQUIPMENT MAINTE$5,690$5,690

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,167,029TotalAmt
Program Services$1,285,241ProgramServicesAmt
Management And General$462,293ManagementAndGeneralAmt
Fundraising$419,495FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$69,381BOYAmt
EOY$128,502EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,892,325BOYAmt
EOY$2,827,258EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,427,491BOYAmt
EOY$1,171,733EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,411BOYAmt
EOY$1,598EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,678,709BOYAmt
EOY$1,209,076EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$16,250BOYAmt
EOY$13,587EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,318BOYAmt
EOY$19,063EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,409,362LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,577,001LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,444,650BOYAmt
EOY$8,832,361EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,859,535BOYAmt
EOY$6,600,212EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$49,018BOYAmt
EOY$47,004EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,467,088BOYAmt
EOY$20,850,394EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$367,622BOYAmt
EOY$1,220,774EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$290BOYAmt
EOY$5,406EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$367,912BOYAmt
EOY$1,226,180EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,382,875BOYAmt
EOY$12,520,617EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,133,315BOYAmt
EOY$5,493,160EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,582,986BOYAmt
EOY$1,610,437EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,099,176BOYAmt
EOY$19,624,214EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,467,088BOYAmt
EOY$20,850,394EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$703,630ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$178,592NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,062,061CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,794,605CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,680,665CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,825,881CurrentTaxYearMinus1YearAmt
Current Tax Year$2,190,754CurrentTaxYearAmt
Total$17,553,966TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$544,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$671,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$692,557CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$611,455CurrentTaxYearMinus1YearAmt
Current Tax Year$410,736CurrentTaxYearAmt
Total$2,930,824TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,606,237CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,466,505CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,373,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,437,336CurrentTaxYearMinus1YearAmt
Current Tax Year$2,601,490CurrentTaxYearAmt
Total$20,484,790TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$999,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,639,288CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$692,357CurrentTaxYearMinus1YearAmt
Current Tax Year$872,434CurrentTaxYearAmt
Total$6,355,350TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$999,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,639,288CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$692,357CurrentTaxYearMinus1YearAmt
Current Tax Year$872,434CurrentTaxYearAmt
Total$6,355,350TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$14,129,440PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$140,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$142,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,623CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,018CurrentTaxYearMinus1YearAmt
Current Tax Year$139,418CurrentTaxYearAmt
Total$578,058TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$140,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$142,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,623CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,018CurrentTaxYearMinus1YearAmt
Current Tax Year$139,418CurrentTaxYearAmt
Total$578,058TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,746,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,609,347CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,420,845CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,545,354CurrentTaxYearMinus1YearAmt
Current Tax Year$2,740,908CurrentTaxYearAmt
Total$21,062,848TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.67080PublicSupportCY509Pct
Public Support PY5090.69160PublicSupportPY509Pct
Investment Income CY0.02740InvestmentIncomeCYPct
Investment Income PY0.03040InvestmentIncomePYPct
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$6,684,039BeginningYearBalanceAmt
Contributions$77,451ContributionsAmt
Investment Earnings Or Losses$161,884InvestmentEarningsOrLossesAmt
Other Expenditures$397,118OtherExpendituresAmt
End Year Balance$6,526,256EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,709,018BeginningYearBalanceAmt
Contributions$81,961ContributionsAmt
Investment Earnings Or Losses-$282,990InvestmentEarningsOrLossesAmt
Other Expenditures$336,486OtherExpendituresAmt
End Year Balance$6,171,503EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,570,859BeginningYearBalanceAmt
Contributions$51,800ContributionsAmt
Investment Earnings Or Losses$452,131InvestmentEarningsOrLossesAmt
Other Expenditures$333,624OtherExpendituresAmt
Administrative Expenses$32,148AdministrativeExpensesAmt
End Year Balance$6,709,018EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.65560BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24680PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09760TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,706,831OtherCostOrOtherBasisAmt
Depreciation$2,319,171DepreciationAmt
Book Value$1,387,660BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$219,528OtherCostOrOtherBasisAmt
Depreciation$204,105DepreciationAmt
Book Value$15,423BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,344,923OtherCostOrOtherBasisAmt
Book Value$7,344,923BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,832,361TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,891,037TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$178,592NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$88,283DonatedServicesAndUseFcltsAmt
Other Revenue$110,687OtherRevenueAmt
Revenue Not Reported$20,378RevenueNotReportedAmt
Revenue Subtotal$2,870,659RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,870,659TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,365,999TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$88,283DonatedServicesUseFcltsAmt
Other Expenses Included$110,687OtherExpensesIncludedAmt
Expenses Not Reported$198,970ExpensesNotReportedAmt
Expenses Subtotal$2,167,029ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,167,029TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:AS ALLOWED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND FOLLOWING THE PRACTICES OF MANY MUSEUMS, THE MUSEUM HAS NOT CAPITALIZED ITS COLLECTION OF ITEMS OF HISTORICAL NATURE AND OTHER RELATED OBJECTS PURCHASED OR DONATED. THE COLLECTION IS HELD FOR PUBLIC EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. THE MUSEUM CONTINUALLY REVIEWS ITS COLLECTION AND MAY DEACCESSION OR ACQUIRE ADDITIONAL ITEMS. EXPENDITURES FOR ADDITIONAL COLLECTION ITEMS ARE PRESENTED AS A REDUCTION IN THE APPROPRIATE CLASS OF NET ASSETS.
PART III, LINE 4:THE MUSEUM SERVES AS A CENTER FOR LEARNING AND CULTURAL ENJOYMENT FOR THE REGION AND AS A GATEWAY TO THE TOWN OF CONCORD FOR VISITORS FROM AROUND THE WORLD. LONG TERM EXHIBITIONS, DRAWN FROM THE MUSEUM COLLECTION OF 35,000 HISTORICAL ARTIFACTS, FOSTER GREATER UNDERSTANDING OF THE HISTORY OF CONCORD AND ITS RELATIONSHIP TO THE CULTURAL HISTORY OF THE NATION. A REGULAR SCHEDULE OF CHANGING EXHIBITIONS BROADENS THE RANGE OF TOPICS COVERED AND THE INTERPRETATION OF THE COLLECTION. ONGOING CURATORIAL RESEARCH AND PROFESSIONAL COLLECTIONS MANAGEMENT ARE THE FOUNDATON FOR THESE PROGRAMMATIC INITIATIVES.
PART V, LINE 4:THE MUSEUM'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. ENDOWMENT FUNDS INCLUDE INVESTED GIFTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE MUSEUM CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE MUSEUM IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, THE MUSEUM CAN CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS; THE DURATION AND PRESERVATION OF THE FUNDS; THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND; GENERAL ECONOMIC CONDITIONS; THE POSSIBLE EFFECT OF INFLATION AND DEFLATION; THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; OTHER RESOURCES OF THE ORGANIZATION; AND THE INVESTMENT POLICIES OF THE ORGANIZATION. THE MUSEUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS BOARD-DESIGNATED AND OTHER ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO HAVE A RISK PROFILE SIMILAR TO A 60% EQUITY AND 40% BOND BLEND AND TO ACHIEVE RESULTS OF THE MUTUAL FUND'S BENCHMARK. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THESE BENCHMARKS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE MUSEUM RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE MUSEUM HAS INVESTED IN A PORTFOLIO THAT TARGETS A DIVERSIFIED ASSET ALLOCATION TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE MUSEUM HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5.0% TO 6.0% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR TWELVE QUARTERS THROUGH MARCH 31 OF THE YEAR PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE MUSEUM CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE MUSEUM'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR IMPOSED RESTRICTIONS REQUIRE THE MUSEUM TO RETAIN AS A FUND OF PERPETUAL DURATION. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, DEFICIENCIES OF THIS NATURE ARE REPORTED IN UNRESTRICTED NET ASSETS. THERE WERE NO SUCH DEFICIENCIES AS OF SEPTEMBER 30, 2018 AND 2017.
PART X, LINE 2:MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE MUSEUM HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE MUSEUM'S STATEMENTS OF FINANCIAL POSITION, OR THE RELATED STATEMENTS OF ACTIVITIES OR CASH FLOWS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:GIFT SHOP COST OF GOODS SOLD 20,382. SPECIAL EVENT EXPENSES 90,305.
PART XII, LINE 2D - OTHER ADJUSTMENTS:GIFT SHOP COST OF GOODS SOLD 20,382. SPECIAL EVENT EXPENSES 90,305.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNEYEvent1Nm
Gross Receipts Event1$104,920GrossReceiptsEvent1Amt
Charitable Contri Event1$79,290CharitableContriEvent1Amt
Gross Revenue Event1$25,630GrossRevenueEvent1Amt
Other Direct Expenses Event1$33,309OtherDirectExpensesEvent1Amt
Event2GALAEvent2Nm
Gross Receipts Event2$57,211GrossReceiptsEvent2Amt
Charitable Contri Event2$42,566CharitableContriEvent2Amt
Gross Revenue Event2$14,645GrossRevenueEvent2Amt
Non Cash Prizes Event2$5,028NonCashPrizesEvent2Amt
Other Direct Expenses Event2$28,648OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$125,343GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$48,069CharitableContriOtherEventsAmt
Gross Revenue Other Events$77,274GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$42,539OthDirectExpnssOtherEventsAmt
Gross Receipts Total$287,474GrossReceiptsTotalAmt
Charitable Contributions Tot$169,925CharitableContributionsTotAmt
Gross Revenue Total Events$117,549GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$5,028NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$104,496OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$109,524DirectExpenseSummaryEventsAmt
Net Income Summary$8,025NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARGARET R BURKEPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$169,147BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$7,257DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$176,404TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$160,875NoncashContributionsRptF990Amt
Method Of Determining RevenuesNYSEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSPECIAL EVENT ITEMSDesc
Contribution43ContributionCnt
Noncash Contributions Rpt F990$19,718NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

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

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