HIGHLANDS HISTORICAL SOCIETY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HIGHLANDS HISTORICAL SOCIETY (EIN 23-1979461)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201801359349311710
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:24:56-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272001590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Miller & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1617 John F Kennedy Blvd Suite 1210 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231979461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Highlands Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGH | BusinessNameControlTxt |
| Phone | 2156412687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 Sheaff Lane | AddressLine1Txt |
| City | Fort Washington | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margaret Bleecker Blades | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2156412687 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce Miller | PreparerPersonNm |
| PTIN | P00047160 | PTIN |
| Phone | 2156001701 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | George Anthony Smith Jr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 Sheaff Lane | AddressLine1Txt |
| City | Fort Washington | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $527,903 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.highlandshistorical.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | To enhance and protect the historical nature of the mansion and grounds and promote public interest in the preservation of the historical structure. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,951 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,877 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,960 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,550 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,202 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,897 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,981 | PYOtherRevenueAmt |
| CY Other Revenue | $42,940 | CYOtherRevenueAmt |
| PY Total Revenue | $148,094 | PYTotalRevenueAmt |
| CY Total Revenue | $131,264 | 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 | $84,582 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,279 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,220 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,781 | PYOtherExpensesAmt |
| CY Other Expenses | $72,844 | CYOtherExpensesAmt |
| PY Total Expenses | $140,363 | PYTotalExpensesAmt |
| CY Total Expenses | $159,123 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,731 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$27,859 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $406,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,786 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,697 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $389,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $364,690 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To enhance and protect the historical nature of the mansion and grounds and promote public interest in the preservation of the historical structure. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $127,150 | ExpenseAmt |
| Revenue | $1,550 | RevenueAmt |
| Desc | In accordance with the mission to enhance and protect the historical site, the Highlands Historical Society (the Society): (1) conducts tours of the mansion and gardens, telling the story of the development of the property and the three intriguing familes who lived at The Highlands from 1796 to 1970; (2) provides educational programs customized to suit any particular grade level and theprograms meet state educational standards; (3) serves as a venue for private rentals to raise funds to support the preservation of The Highlands. The Society is also restoring the 2-acre formal garden, known as the Sinkler Garden, to its appearance c. 1925-1935. | Desc |
| Total Program Service Expenses | $127,150 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | 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 | 0 | 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 | 3 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156412687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 Sheaff Lane | AddressLine1Txt |
| City | Fort Washington | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19034 | ZIPCd |
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 |
|---|---|---|---|---|---|---|
| Linda Roberts | ||||||
| Recording Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Eleanor Kingsbury | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jose Ramos | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Suzanne Bush | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Katie Moulton | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| George Anthony Smith Jr | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| George Tyndall | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Johanna Walters | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John Farris | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Thompson | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Paul Kelly III | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Messmer | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Rabuck | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Margaret Bleecker Blades | ||||||
| Executive Director | 40.00 | Yes (X) | $56,227 | $0 | $2,432 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $56,227 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,432 | 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 | $12,821 | MembershipDuesAmt |
| Fundraising | $7,854 | FundraisingAmt |
| All Other Contributions | $18,202 | AllOtherContributionsAmt |
| Total Contributions | $38,877 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tours/Admissions/Books | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,550 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,550 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,550 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,677 | TotalRevenueColumnAmt |
| Exclusion | $11,677 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,940 | 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 | $42,940 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,940 | TotalRevenueColumnAmt |
| Exclusion | $42,940 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $422,464 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $386,244 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,220 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,220 | TotalRevenueColumnAmt |
| Exclusion | $36,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,395 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $7,854 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,395 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,550 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,837 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,227 | TotalAmt |
| Program Services | $42,170 | ProgramServicesAmt |
| Management And General | $7,028 | ManagementAndGeneralAmt |
| Fundraising | $7,029 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,994 | TotalAmt |
| Program Services | $13,284 | ProgramServicesAmt |
| Management And General | $7,710 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,432 | TotalAmt |
| Program Services | $1,824 | ProgramServicesAmt |
| Management And General | $304 | ManagementAndGeneralAmt |
| Fundraising | $304 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,626 | TotalAmt |
| Program Services | $4,758 | ProgramServicesAmt |
| Management And General | $1,265 | ManagementAndGeneralAmt |
| Fundraising | $603 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,536 | TotalAmt |
| Management And General | $2,536 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157 | TotalAmt |
| Management And General | $1,157 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,293 | TotalAmt |
| Program Services | $3,293 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675 | TotalAmt |
| Management And General | $675 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,190 | TotalAmt |
| Program Services | $18,190 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10 | TotalAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220 | TotalAmt |
| Management And General | $220 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,726 | TotalAmt |
| Program Services | $7,386 | ProgramServicesAmt |
| Management And General | $1,340 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Building and Garden Res | $31,605 | $31,605 | ||
| Security | $2,495 | $2,495 | ||
| Copier Expense | $1,670 | $1,199 | $319 | $152 |
| Postage | $551 | $551 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716 | TotalAmt |
| Program Services | $946 | ProgramServicesAmt |
| Management And General | $638 | ManagementAndGeneralAmt |
| Fundraising | $132 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,123 | TotalAmt |
| Program Services | $127,150 | ProgramServicesAmt |
| Management And General | $23,753 | ManagementAndGeneralAmt |
| Fundraising | $8,220 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,674 | BOYAmt |
| EOY | $19,004 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,679 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,759 | BOYAmt |
| EOY | $1,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,077 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,123 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,174 | BOYAmt |
| EOY | $72,954 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,081 | BOYAmt |
| EOY | $287,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,367 | BOYAmt |
| EOY | $380,786 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,287 | BOYAmt |
| EOY | $12,666 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,560 | BOYAmt |
| EOY | $2,580 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850 | BOYAmt |
| EOY | $850 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,697 | BOYAmt |
| EOY | $16,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,134 | BOYAmt |
| EOY | $339,154 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,450 | BOYAmt |
| EOY | $7,450 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,086 | BOYAmt |
| EOY | $18,086 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,670 | BOYAmt |
| EOY | $364,690 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,367 | BOYAmt |
| EOY | $380,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$27,859 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,879 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | 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 | $36,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,877 | CurrentTaxYearAmt |
| Total | $222,063 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,877 | CurrentTaxYearAmt |
| Total | $222,063 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $222,063 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,617 | CurrentTaxYearAmt |
| Total | $323,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $545,888 | TotalSupportAmt |
| Public Support CY170 | 0.40680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,086 | BeginningYearBalanceAmt |
| End Year Balance | $18,086 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,086 | BeginningYearBalanceAmt |
| End Year Balance | $18,086 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,086 | BeginningYearBalanceAmt |
| End Year Balance | $18,086 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,086 | BeginningYearBalanceAmt |
| End Year Balance | $18,086 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,086 | BeginningYearBalanceAmt |
| End Year Balance | $18,086 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,570 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,123 | DepreciationAmt |
| Book Value | $2,447 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,507 | OtherCostOrOtherBasisAmt |
| Book Value | $70,507 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,954 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security deposit | Desc |
| Amt | $850 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $850 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The Society maintains historical furnishings as part of its mission to enhance and protect the historical nature of the mansion and grounds. |
| Part X, Line 2: | The Society follows the income tax standard for uncertain tax positions. The application of the standard has no effect on the net assets of the Society. the Society is not aware of any activities that would jeopardize its tax exempt status. The tax returns for the past three fiscal years are open to examination by federal and state authorities. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The Society has members that join by paying dues. |
| Form 990, Part VI, Section A, line 7a | Members of the Society elect the directors at the annual meeting. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is reviewed and approved by the Finance Committee along with the Executive Director. |
| Form 990, Part VI, Section B, line 12c | Board members are required to disclose any and all conflicts on an annual basis. |
| Form 990, Part VI, Section B, line 15 | The Finance Committee of the Board reviews and sets compensation for all employees as part of the budgetary process each year. |
| Form 990, Part VI, Section C, line 19 | The Society makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Schedule B | There were no contributions that qualified to be listed on Schedule B. |
Comments