NANTUCKET HISTORICAL ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NANTUCKET HISTORICAL ASSOCIATION (EIN 04-6003451)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-27
- IRS object ID
- 201643019349301259
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-27T14:50:09-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043037870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046003451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANTUCKET HISTORICAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NANT | BusinessNameControlTxt |
| Phone | 5082281894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1016 | AddressLine1Txt |
| City | NANTUCKET | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02554 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BOARDMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5082281894 | PhoneNum |
| Signature | 2016-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA E KING | PreparerPersonNm |
| PTIN | P00005629 | PTIN |
| Phone | 5087557107 | PhoneNum |
| Preparation | 2016-10-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM BOARDMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1016 | AddressLine1Txt |
| City | NANTUCKET | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,344,500 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NHA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE NANTUCKET HISTORICAL ASSOCIATION TELLS THE INSPIRING STORIES OF NANTUCKET THROUGH ITS COLLECTIONS, PROGRAMS, AND PROPERTIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 107 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,777,814 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,613,406 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $908,420 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,012,120 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,070,743 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,021,770 | CYInvestmentIncomeAmt |
| PY Other Revenue | $531,514 | PYOtherRevenueAmt |
| CY Other Revenue | $673,075 | CYOtherRevenueAmt |
| PY Total Revenue | $6,288,491 | PYTotalRevenueAmt |
| CY Total Revenue | $7,320,371 | 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 | $1,872,889 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,898,057 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $666,921 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,060,091 | PYOtherExpensesAmt |
| CY Other Expenses | $3,153,006 | CYOtherExpensesAmt |
| PY Total Expenses | $4,932,980 | PYTotalExpensesAmt |
| CY Total Expenses | $5,051,063 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,355,511 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,269,308 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,020,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,977,337 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $268,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $439,515 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,752,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,537,822 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE NANTUCKET HISTORICAL ASSOCIATION (NHA) TELLS THE INSPIRING STORIES OF NANTUCKET THROUGH ITS COLLECTIONS, PROGRAMS, AND PROPERTIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,648,029 | ExpenseAmt |
| Revenue | $1,452,797 | RevenueAmt |
| Desc | CURATORIAL & COLLECTION CARE - IN ADDITION TO THE NHA'S EXTENSIVE COLLECTION OF ARTIFACTS, IT ALSO OWNS AND MAINTAINS 21 HISTORIC PROPERTIES, OF WHICH MANY ARE OPEN TO THE PUBLIC. OVER 78,000 VISITORS ENTER NHA PROPERTIES EACH YEAR TO VIEW ITEMS FROM THE PERMANENT COLLECTION AS WELL AS TRAVELING CHANGING EXHIBITIONS. THE CURATORIAL DEPARTMENT CONTINUES TO ACCESSION GIFTS TO THE COLLECTION AND DIGITIZE THE IMAGES OF THE COLLECTION TO MAKE THE DATABASE ACCESSIBLE WORLDWIDE THROUGH THE INTERNET. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,063,628 | ExpenseAmt |
| Revenue | $120,069 | RevenueAmt |
| Desc | EDUCATION AND PUBLIC PROGRAMS - THE NHA OFFERS A YEAR-ROUND SCHEDULE OF DIVERSE EDUCATIONAL PROGRAMS AT ITS PROPERTIES AND IN LOCAL SCHOOLS. DURING THE SUMMER SEASON, THE NHA OFFERS DAILY EXHIBITION TOURS AND WALKING TOURS OF THE ISLAND, INTERPRETIVE PRESENTATIONS, AND PUBLIC ACCESS TO THE DISCOVERY ROOM, WHICH IS A FAMILY LEARNING CENTER. THROUGHOUT THE ENTIRE YEAR, THE NHA ALSO OFFERS A LECTURE SERIES, MANY OF WHICH ARE FREE TO THE PUBLIC. THE 1800 HOUSE, ONE OF THE NHA'S PROPERTIES IS DEDICATED TO CELEBRATING AND REVIVING NANTUCKET'S RICH TRADITION IN HISTORIC DECORATIVE ARTS AND CRAFTS. COURSES RUN FROM MAY THROUGH OCTOBER AND ANNUAL REGISTRATIONS TOTALED 147 IN 2015. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $734,181 | ExpenseAmt |
| Revenue | $10,965 | RevenueAmt |
| Desc | RESEARCH LIBRARY - THE NANTUCKET HISTORICAL ASSOCIATION RESEARCH LIBRARY IS A SPECIAL COLLECTIONS REPOSITORY OF PRIMARY RESOURCES FOCUSING ON NANTUCKET HISTORY. THE COLLECTIONS CONTAIN MORE THAN 5,000 VOLUMES AND 60,000 PHOTOGRAPHS, AS WELL AS ARCHIVAL DOCUMENTS SUCH AS SHIPS' LOGS, ACCOUNT BOOKS, FAMILY PAPERS, AND SCRAPBOOKS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,445,838 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | 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 | Yes (1) | 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 | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 107 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | Yes (1) | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHANNA RICHARD | PersonNm |
| Phone | 5082281894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 BROAD STREET | AddressLine1Txt |
| City | NANTUCKET | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02554 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM BOARDMAN | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CONSTANCE CIGARRAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCI N NEELY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN BOUSA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WHITNEY A GIFFORD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE MARIE BRATTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSETTE BLACKMORE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY D MALAVASE | ||||||
| CLERK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANA ERICKSEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA MCMANUS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM E LITTLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R CAMP JR | ||||||
| FRIENDS OF NHA REP. | 2.00 | Yes (X) | $0 | $0 | $0 | |
| L DENNIS SHAPIRO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CALVIN R CARVER JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| W MICHAEL COZORT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON TILROE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PHOEBE TUDOR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH L BEAUGRAND | ||||||
| VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANET L SHERLUND | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNEDY RICHARDSON | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| OLIVIA CHARNEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER C QUICK | ||||||
| FRIENDS OF NHA PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA SPEARS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FINN X WENTWORTH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY M WILLIAMS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID D WORTH JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WYLIE COLLINS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER HOEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARL JELLEME | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALISA WOOD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM TRAMPOSCH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $205,898 | $0 | $19,500 | |
| JOHANNA RICHARD | ||||||
| ASSOCIATE DIRECTOR | 40.00 | Yes (X) | $148,076 | $0 | $19,859 | |
| MARJAN SHIRZAD | ||||||
| DIR. OF VISITOR EXPERIENCE | 40.00 | Yes (X) | $113,478 | $0 | $10,489 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $467,452 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,848 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $491,034 | MembershipDuesAmt |
| Fundraising | $586,938 | FundraisingAmt |
| All Other Contributions | $3,535,434 | AllOtherContributionsAmt |
| Total Contributions | $4,613,406 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 713990 | $879,722 | $879,722 |
| EDUCATIONAL PROGRAMS | 713990 | $132,398 | $132,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,012,120 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,021,770 | TotalRevenueColumnAmt |
| Exclusion | $1,021,770 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $417,475 | 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 | $417,475 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $417,475 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $417,475 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $617,297 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $586,938 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $515,868 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,429 | TotalRevenueColumnAmt |
| Exclusion | $101,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $651,209 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $508,261 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,948 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $11,223 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,223 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,223 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,320,371 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,583,766 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,123,199 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,513,059 | TotalAmt |
| Program Services | $922,166 | ProgramServicesAmt |
| Management And General | $502,329 | ManagementAndGeneralAmt |
| Fundraising | $88,564 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,998 | TotalAmt |
| Program Services | $214,497 | ProgramServicesAmt |
| Management And General | $124,060 | ManagementAndGeneralAmt |
| Fundraising | $46,441 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,868 | TotalAmt |
| Management And General | $31,868 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,431 | TotalAmt |
| Program Services | $49,636 | ProgramServicesAmt |
| Management And General | $5,795 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,728 | TotalAmt |
| Program Services | $1,027,166 | ProgramServicesAmt |
| Management And General | $74,781 | ManagementAndGeneralAmt |
| Fundraising | $74,781 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,696 | TotalAmt |
| Program Services | $8,706 | ProgramServicesAmt |
| Management And General | $4,990 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,545 | TotalAmt |
| Program Services | $819,559 | ProgramServicesAmt |
| Management And General | $67,493 | ManagementAndGeneralAmt |
| Fundraising | $67,493 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,426 | TotalAmt |
| Program Services | $6,592 | ProgramServicesAmt |
| Management And General | $12,834 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CAPITAL CAMPAIGN EXPENS | $307,770 | $307,770 | ||
| SUBCONTRACTED SERVICES | $206,217 | $1,440 | $174,283 | $30,494 |
| SUPPLIES | $132,434 | $3,009 | $109,015 | $20,410 |
| PRINTING | $62,657 | $12,700 | $44,661 | $5,296 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,234 | TotalAmt |
| Program Services | $69,557 | ProgramServicesAmt |
| Management And General | $57,954 | ManagementAndGeneralAmt |
| Fundraising | $64,723 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,051,063 | TotalAmt |
| Program Services | $3,445,838 | ProgramServicesAmt |
| Management And General | $938,304 | ManagementAndGeneralAmt |
| Fundraising | $666,921 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,005,390 | BOYAmt |
| EOY | $2,764,441 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,947,183 | BOYAmt |
| EOY | $4,732,453 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,050 | BOYAmt |
| EOY | $485,050 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,750 | BOYAmt |
| EOY | $303,750 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,012 | BOYAmt |
| EOY | $160,662 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,937 | BOYAmt |
| EOY | $89,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,622,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,867,396 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,352,465 | BOYAmt |
| EOY | $15,754,871 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,813,877 | BOYAmt |
| EOY | $11,686,483 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,020,664 | BOYAmt |
| EOY | $35,977,337 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,019 | BOYAmt |
| EOY | $439,515 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,019 | BOYAmt |
| EOY | $439,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,481,162 | BOYAmt |
| EOY | $19,201,066 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,219,459 | BOYAmt |
| EOY | $2,161,459 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,052,024 | BOYAmt |
| EOY | $14,175,297 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,752,645 | BOYAmt |
| EOY | $35,537,822 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,020,664 | BOYAmt |
| EOY | $35,977,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,269,308 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,484,131 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $3,667,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,567,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,465,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,521,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,613,406 | CurrentTaxYearAmt |
| Total | $15,834,754 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,667,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,567,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,465,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,521,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,613,406 | CurrentTaxYearAmt |
| Total | $15,834,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,329,202 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,505,552 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $580,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $661,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $694,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,419,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,439,243 | CurrentTaxYearAmt |
| Total | $4,794,265 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,629,019 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,477,305 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 2 | TotalEasementsCnt |
| Historic Structure Easements | 2 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,452,677 | BeginningYearBalanceAmt |
| Contributions | $1,034,106 | ContributionsAmt |
| Investment Earnings Or Losses | -$473,296 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $556,204 | OtherExpendituresAmt |
| End Year Balance | $12,457,283 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,122,355 | BeginningYearBalanceAmt |
| Contributions | $705,050 | ContributionsAmt |
| Investment Earnings Or Losses | $157,347 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $532,075 | OtherExpendituresAmt |
| End Year Balance | $12,452,677 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,181,574 | BeginningYearBalanceAmt |
| Contributions | $173,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,309,645 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $541,864 | OtherExpendituresAmt |
| End Year Balance | $12,122,355 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,340,203 | BeginningYearBalanceAmt |
| Contributions | $300,260 | ContributionsAmt |
| Investment Earnings Or Losses | $1,012,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $471,156 | OtherExpendituresAmt |
| End Year Balance | $11,181,574 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,991,475 | BeginningYearBalanceAmt |
| Contributions | $626,000 | ContributionsAmt |
| Investment Earnings Or Losses | $164,478 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $441,750 | OtherExpendituresAmt |
| End Year Balance | $10,340,203 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,692,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,570,160 | DepreciationAmt |
| Book Value | $15,122,184 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,280,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,155,900 | DepreciationAmt |
| Book Value | $124,546 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,649,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,141,336 | DepreciationAmt |
| Book Value | $508,141 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,754,871 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,552,599 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,484,131 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,024,129 | OtherRevenueAmt |
| Revenue Not Reported | -$460,002 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,012,601 | RevenueSubtotalAmt |
| Other Revenues Not Included | $307,770 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $307,770 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,320,371 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,767,422 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,024,129 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,024,129 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,743,293 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $307,770 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $307,770 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,051,063 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | HISTORIC PRESERVATION OF QUAKER MEETING HOUSE & GREATER LIGHT - IT IS THE PURPOSE OF THESE RESTRICTIONS TO ASSURE THAT THE EXTERIOR, ARCHITECTURAL, HISTORIC, AND CULTURAL FEATURES OF THE BUILDINGS WILL BE RETAINED AND MAINTAINED FOREVER, SUBSTANTIALLY IN THEIR CURRENT CONDITION FOR CONSERVATION AND PRESERVATION PURPOSES AND, TO PREVENT ANY CHANGES TO THE EXTERIOR OF THE BUILDINGS THAT WILL SIGNIFICANTLY IMPAIR OR INTERFERE WITH THE BUILDINGS' PRESERVATION. RESTRICTIONS, THE TERM "EXTERIOR" REFERS TO ALL ABOVE VERTICAL, HORIZONTAL AND SLOPING SURFACES COMPRISING THE EXTERNAL ENVELOPE OF THE BUILDING INCLUDING THE WALLS, ROOFS, ROOF PENETRATIONS, WINDOWS, DOORS, AND MISCELLANEOUS ARCHITECTURAL DETAILS AND COLOR SCHEMES. THERE IS NO FINANCIAL STATEMENT REPORTING FOR THESE EASEMENTS. |
| 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 ASSOCIATION HAS NOT CAPITALIZED ITS COLLECTION OF ITEMS OF HISTORICAL NATURE AND OTHER RELATED OBJECTS PURCHASED OR DONATED. THE COLLECTION IS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. THE ASSOCIATION CONTINUALLY REVIEWS ITS COLLECTION AND MAY DEACCESS OR ACQUIRE ADDITIONAL ITEMS. EXPENDITURES FOR ADDITIONAL COLLECTION ITEMS ARE PRESENTED AS A REDUCTION IN THE APPROPRIATE CLASS OF NET ASSETS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN UNRESTRICTED NET ASSETS. |
| PART III, LINE 4: | NANTUCKET HISTORICAL HAS AN EXTENSIVE COLLECTION OF NANTUCKET ARTIFACTS ABOUT THE ISLAND AND IT'S HISTORY. THERE IS A PERMANENT COLLECTION AS WELL AS TRAVELING EXHIBITIONS THAT CHANGE ANNUALLY. |
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE ASSOCIATION 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 ASSOCIATION 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 ASSOCIATION 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 ASSOCIATION MAY CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: - THE DURATION AND PRESERVATION OF THE FUND - 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 - THE INVESTMENT POLICIES OF THE ORGANIZATION THE ASSOCIATION 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. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ASSOCIATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION(REALIZED AND UNREALIZED) AND CURRENT YIELD(INTEREST, DIVIDENDS AND NET RENATL INCOME). THE ASSOCIATION HAS INVESTED IN A DIVERSIFIED MUTUAL FUND THAT TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE ASSOCIATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A CERTAIN PERCENTAGE OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR TWELVE QUARTERS THROUGH THE YEAR-END PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE ASSOCIATION CONSIDERED ITS OPERATIONAL NEEDS AND THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ASSOCIATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT FUNDS. 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 ASSOCIATION 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 DECEMBER 31, 2015 AND 2014. |
| PART X, LINE 2: | MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE UPON THE ASSOCIATION'S STATEMENTS OF FINANCIAL POSITION, OR THE RELAED STATEMENTS OF ACTIVITIES, OR CASH FLOWS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MUSEUM SHOP - COST OF GOODS SOLD 508,261. SPECIAL EVENTS EXPENSES 515,868. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CAPITAL CAMPAIGN EXPENSES 307,770. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MUSEUM SHOP - COST OF GOODS SOLD 508,261. SPECIAL EVENTS EXPENSES 515,868. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CAPITAL CAMPAIGN EXPENSES 307,770. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANTIQUE SHOW REVENUE | Event1Nm |
| Gross Receipts Event1 | $942,255 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $495,998 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $446,257 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $425,597 | OtherDirectExpensesEvent1Amt |
| Event2 | FESTIVAL OF TREES/FOW | Event2Nm |
| Gross Receipts Event2 | $185,680 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $41,340 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $144,340 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $35,497 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $76,300 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $49,600 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $26,700 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $54,774 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,204,235 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $586,938 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $617,297 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $515,868 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $515,868 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $101,429 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM TRAMPOSCH | ||||||||||||||
| EXECUTIVE DIRECTOR | $205,898 | $0 | $0 | $0 | $0 | $0 | $5,612 | $0 | $13,888 | $0 | $225,398 | $0 | $0 | $0 |
| JOHANNA RICHARD | ||||||||||||||
| ASSOCIATE DIRECTOR | $148,076 | $0 | $0 | $0 | $0 | $0 | $3,972 | $0 | $15,887 | $0 | $167,935 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION REQUIRES, AS A CONDITION OF EMPLOYMENT, THAT THE DIRECTOR RESIDE IN ONE OF THE ASSOCIATION'S PROPERTIES SO THAT THE DIRECTOR CAN USE THE HOME TO HOLD MEETINGS AND OTHER FUNCTIONS FOR THE CONVENIENCE OF THE ASSOCIATION AND THE FURTHERANCE OF HIS DUTIES. THE ASSOCIATION AGREES THAT SUCH HOUSING MUST BE SUFFICIENT TO ACCOMMODATE THE DIRECTOR AND SPOUSE, IT BEING THE INTENTION OF THE PARTIES THAT THE HOUSING SHALL BE OCCUPIED ONLY BY THE DIRECTOR, HIS IMMEDIATE FAMILY AND THEIR SHORT-TERM GUESTS UNLESS OTHERWISE SPECIFICALLY AGREED. THE DIRECTOR AGREES TO BE RESPONSIBLE FOR ALL UTILITY EXPENSES, TELEPHONE AND TRASH REMOVAL IN CONNECTION WITH SUCH HOUSING, AND TO MAKE NO MATERIAL CHANGE TO THE BUILDING WITHOUT THE CONSENT OF THE PRESIDENT OF THE BOARD. THE DIRECTOR ACKNOWLEDGES THAT THE ASSOCIATION ASSUMES NO LIABILITY WITH RESPECT TO THE DIRECTOR'S PERSONAL PROPERTY, WHICH THE DIRECTOR AGREES SHALL BE HIS RESPONSIBILITY TO INSURE. WITHIN 30 DAYS OF THE TERMINATION OF THIS AGREEMENT, THE DIRECTOR SHALL VACATE THE HOUSING, LEAVING IT IN THE SAME CONDITION AS IT WAS AT THE TIME HE COMMENCED THE HOUSING, REASONABLE WEAR AND TEAR EXPECTED. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| CATHY TAYLOR | |||||||
| DIRECTOR OF PROPERTIES | MORTGAGE NOTE RECEIVABLE THAT REQUIRES MONTHLY INTEREST PAYMENTS. | Yes (X) | $150,000 | $150,000 | 0 | Yes (1) | Yes (1) |
| MARJAN SHIRZAD | |||||||
| DIRECTOR OF VISITOR EXPERIENCE | MORTGAGE NOTE RECEIVABLE THAT REQUIRES MONTHLY INTEREST PAYMENTS. | Yes (X) | $335,050 | $335,050 | 0 | Yes (1) | Yes (1) |
| JOAN GALON KING | |||||||
| DIRECTOR OF MEMBERSHIP & DEVELOPMENT | MORTGAGE NOTE RECEIVABLE THAT REQUIRES MONTHLY INTEREST PAYMENTS. | Yes (X) | $303,750 | $303,750 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $788,800 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 94 | ContributionCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, LINE 33, NO AMOUNT REPORTED IN REVENUE RELATED TO THE CONTRIBUTIONS OF ART AND HISTORICAL ARTIFACTS ON THE ORGANIZATIONS FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G OR SCHEDULE M, PART I BECAUSE THE ORGANIZATION DOES NOT CAPITALIZE ITS COLLECTION AS ALLOWED UNDER SFAS 116. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THIS CORPORATION HAS MEMBERS THAT ELECT TRUSTEES AND AMEND BY-LAWS, |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERSHIP OF THE ASSOCIATION SHALL CONSIST OF THOSE PERSONS WHO HAVE PAID MEMBERSHIP DUES DURING THE CURRENT FISCAL YEAR AND LIFE MEMBERS. MEMBERSHIP CATEGORIES AND DUES SHALL BE DETERMINED BY THE BOARD OF TRUSTEES. EACH MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE AT ANY REGULAR OR SPECIAL MEETING OF THE ASSOCIATION, WHICH MUST BE CAST IN PERSON. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE ASSOCIATION MAY NOMINATE AND ELECT TRUSTEES, AMEND THE BY-LAWS AND TAKE SUCH OTHER ACTIONS AS ARE LAWFUL AND APPROPRIATE AT THE ANNUAL MEETING OR ANY SPECIAL MEETING. AT THE ANNUAL MEETING, THE COMMITTEE ON TRUSTEES AND GOVERNANCE SHALL NOMINATE CANDIDATES FOR ELECTION AS TRUSTEES BY THE MEMBERSHIP. THE NAMES OF THE PERSONS NOMINATED SHALL HAVE BEEN POSTED AT THE ASSOCIATION'S HEADQUARTERS AND SHALL BE MAILED TO ALL MEMBERS OF THE ASSOCIATION AT THEIR ADDRESS SHOWN ON THE BOOKS OF THE ASSOCIATION AT LEAST FOURTEEN DAYS PRIOR TO THE ANNUAL MEETING. ADDITIONAL NOMINATIONS MAY BE MADE BY ANY MEMBER OF THE ASSOCIATION IN WRITING, DELIVERED TO THE PRINCIPAL OFFICE OF THE ASSOCIATION AT LEAST THIRTY DAYS PRIOR TO THE ANNUAL MEETING, ACCOMPANIED BY THE WRITTEN CONSENT OF THE PROPOSED NOMINEE. NO OTHER NOMINATIONS SHALL BE ACCEPTED EXCEPT AS SET FORTH IN THIS SECTION. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WILL BE CIRCULATED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION'S CODE IS AT THE FOREFRONT AS THEY REVIEW NEW EMPLOYEES, RECRUIT NEW MEMBERS OF THE BOARD, SELECT SUBCONTRACTORS, AND SUCH. EACH DEPARTMENT HEAD IS COGNIZANT OF THE REQUIRMENT WITHIN THE POLICY AND MONITORS THEIR STAFF. IN ADDITION, EMPLOYEES AND MEMBERS OF THE BOARD SIGN AN ACKNOWLEDGEMENT FORM THAT THEY WILL ADHERE TO THE ASSOCIATION'S CODE OF ETHICS UPON HIRE AND THEN EVERY TWO YEARS. |
| FORM 990, PART VI, SECTION B, LINE 15 | WHEN DETERMINING THE SALARIES FOR TOP MANAGEMENT THE ASSOCIATION USES COMPARABLES FROM SIMILAR INSTITUTIONS WITH RELEVANT POSITIONS TO MAINTAIN APPROPRIATE PAY SCALES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE TAX RETURN IS AVAILABLE ON THE ORGANIZATION'S WEBSITE |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ASSOCIATION'S ANNUAL REPORT ALSO STATES THAT THE PUBLIC IS WELCOME TO CALL THE ORGANIZATION FOR COPIES OF THESE DOCUMENTS. |
Comments