WENHAM HISTORICAL ASSOCIATION & MUSEUM INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WENHAM HISTORICAL ASSOCIATION & MUSEUM INC (EIN 04-2152010)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-15
IRS object ID
201600479349301855
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-02-15T00:00:00-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042943536PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tonneson & Company IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 Edgewater Place Suite 300AddressLine1Txt
CityWakefieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018806208ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042152010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wenham Historical Association & Museum IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWENHBusinessNameControlTxt
Phone9784682377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 Main StreetAddressLine1Txt
CityWenhamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01984ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn F PerkinsPersonNm
Person TitleTreasurerPersonTitleTxt
Phone9784682377PhoneNum
Signature2016-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHeidi E MacLeanPreparerPersonNm
PTINP00840184PTIN
Phone7812459999PhoneNum
Preparation2016-02-09PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKristin NoonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 Main StreetAddressLine1Txt
CityWenhamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01984ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$895,787GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wenhammuseum.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1952FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionRefer to Schedule O, Page 36Organization's exempt purpose is to acquire, preserve, and exhibit cultural collections, and to provide educational and cultural services to the public.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee16TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$265,344PYContributionsGrantsAmt
CY Contributions Grants$499,171CYContributionsGrantsAmt
PY Program Service Revenue$110,442PYProgramServiceRevenueAmt
CY Program Service Revenue$110,658CYProgramServiceRevenueAmt
PY Investment Income$180,659PYInvestmentIncomeAmt
CY Investment Income$17,812CYInvestmentIncomeAmt
PY Other Revenue$38,306PYOtherRevenueAmt
CY Other Revenue$25,858CYOtherRevenueAmt
PY Total Revenue$594,751PYTotalRevenueAmt
CY Total Revenue$653,499CYTotalRevenueAmt
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$367,103PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$320,108CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$81,205CYTotalFundraisingExpenseAmt
PY Other Expenses$249,528PYOtherExpensesAmt
CY Other Expenses$236,451CYOtherExpensesAmt
PY Total Expenses$616,631PYTotalExpensesAmt
CY Total Expenses$556,559CYTotalExpensesAmt
PY Revenues Less Expenses-$21,880PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$96,940CYRevenuesLessExpensesAmt
Total Assets BOY$1,779,239TotalAssetsBOYAmt
Total Assets EOY$1,846,355TotalAssetsEOYAmt
Total Liabilities BOY$50,165TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,876TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,729,074NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,810,479NetAssetsOrFundBalancesEOYAmt
MissionThe mission of the Wenham Museum is to protect, preserve and interpret the history and culture of Boston's North Shore, domestic life and the artifacts of childhood.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$360,920ExpenseAmt
Grant$0GrantAmt
Revenue$119,606RevenueAmt
DescPreservation of historic buildings and artifacts; education of the general public of selected historical matters.Desc
Total Program Service Expenses$360,920TotalProgramServiceExpensesAmt
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 Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee16EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo 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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kristin NoonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9784682377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 Main StreetAddressLine1Txt
CityWenhamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01984ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
H Ernest Stone III
President2.00Yes (X)Yes (X)$0$0$0
Derek A Smith
Vice-President2.00Yes (X)Yes (X)$0$0$0
John F Perkins
Treasurer2.00Yes (X)Yes (X)$0$0$0
Catharine Ebling
Secretary2.00Yes (X)Yes (X)$0$0$0
Kennon Anderson
Trustee2.00Yes (X)$0$0$0
Jillian Belliveau
Trustee2.00Yes (X)$0$0$0
Cheryl Emmons
Trustee2.00Yes (X)$0$0$0
Michael S Lucy
Trustee2.00Yes (X)$0$0$0
Rebecca Oldfield Smith
Trustee2.00Yes (X)$0$0$0
Katharine Pickering
Trustee2.00Yes (X)$0$0$0
Holly Shepherd
Trustee2.00Yes (X)$0$0$0
Elizabeth Skates
Trustee2.00Yes (X)$0$0$0
Willa D Worsfold
Trustee2.00Yes (X)$0$0$0
Rosemary Wywoda
Trustee2.00Yes (X)$0$0$0
Kristin Noon
Executive Director40.00$72,701$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$72,701TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$58,800MembershipDuesAmt
Fundraising$37,696FundraisingAmt
All Other Contributions$402,675AllOtherContributionsAmt
Total Contributions$499,171TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Admissions713990$78,954$78,954
Program Fees900099$31,704$31,704
FieldValueIRS element (for citing)
Total Program Service Revenue$110,658TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,884TotalRevenueColumnAmt
Exclusion$21,884ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$10,774RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$10,467RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$307RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$307TotalRevenueColumnAmt
Exclusion$307ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$95,968SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$100,040SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,072SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,072TotalRevenueColumnAmt
Exclusion-$4,072ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$78,593FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$37,696ContriRptFundraisingEventAmt
Fundraising Direct Expenses$61,990FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,603TotalRevenueColumnAmt
Exclusion$16,603ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$76,681GrossSalesOfInventoryAmt
Cost Of Goods Sold$69,791CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,890TotalRevenueColumnAmt
Related Or Exempt Func Income$6,890RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther incomeDesc
Business900099BusinessCd
Total Revenue Column$2,058TotalRevenueColumnAmt
Related Or Exempt Func Income$2,058RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,058OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$653,499TotalRevenueColumnAmt
Related Or Exempt Func Income$119,606RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$34,722ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$74,701TotalAmt
Program Services$56,026ProgramServicesAmt
Management And General$14,940ManagementAndGeneralAmt
Fundraising$3,735FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$212,707TotalAmt
Program Services$107,032ProgramServicesAmt
Management And General$44,504ManagementAndGeneralAmt
Fundraising$61,171FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,857TotalAmt
Program Services$4,738ProgramServicesAmt
Management And General$425ManagementAndGeneralAmt
Fundraising$2,694FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,843TotalAmt
Program Services$7,531ProgramServicesAmt
Management And General$14,297ManagementAndGeneralAmt
Fundraising$3,015FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,122TotalAmt
Management And General$21,122ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,976TotalAmt
Management And General$7,976ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,688TotalAmt
Program Services$8,688ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,316TotalAmt
Program Services$22,316ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,386TotalAmt
Program Services$13,601ProgramServicesAmt
Management And General$1,392ManagementAndGeneralAmt
Fundraising$1,393FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,013TotalAmt
Program Services$16,117ProgramServicesAmt
Management And General$948ManagementAndGeneralAmt
Fundraising$948FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$989TotalAmt
Management And General$989ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$49,873TotalAmt
Program Services$44,623ProgramServicesAmt
Management And General$2,625ManagementAndGeneralAmt
Fundraising$2,625FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,479TotalAmt
Program Services$13,035ProgramServicesAmt
Management And General$1,629ManagementAndGeneralAmt
Fundraising$815FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Repairs and Maintenance$38,870$34,778$2,046$2,046
Exhibit Expense$20,387$20,387$0$0
Other Program Expenses$7,941$7,941$0$0
Miscellaneous Expenses$6,903$3,599$541$2,763

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,508TotalAmt
Program Services$508ProgramServicesAmt
Management And General$1,000ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$556,559TotalAmt
Program Services$360,920ProgramServicesAmt
Management And General$114,434ManagementAndGeneralAmt
Fundraising$81,205FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$27,788BOYAmt
EOY$32,665EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$91,584BOYAmt
EOY$83,468EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,120BOYAmt
EOY$118,730EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,314BOYAmt
EOY$16,875EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$14,212BOYAmt
EOY$16,399EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,350BOYAmt
EOY$4,358EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,915,646LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,140,432LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$818,083BOYAmt
EOY$775,214EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$771,788BOYAmt
EOY$798,646EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,779,239BOYAmt
EOY$1,846,355EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,221BOYAmt
EOY$24,861EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$17,944BOYAmt
EOY$11,015EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,165BOYAmt
EOY$35,876EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,403,284BOYAmt
EOY$1,307,960EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$125,790BOYAmt
EOY$202,519EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$200,000BOYAmt
EOY$300,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,729,074BOYAmt
EOY$1,810,479EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,779,239BOYAmt
EOY$1,846,355EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$96,940ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$15,535NetUnrlzdGainsLossesInvstAmt
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$241,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$271,130CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$259,464CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$370,690CurrentTaxYearMinus1YearAmt
Current Tax Year$577,764CurrentTaxYearAmt
Total$1,720,096TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$223,672CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$181,770CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$195,503CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$181,915CurrentTaxYearMinus1YearAmt
Current Tax Year$187,161CurrentTaxYearAmt
Total$970,021TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$464,720CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$452,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$454,967CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$552,605CurrentTaxYearMinus1YearAmt
Current Tax Year$764,925CurrentTaxYearAmt
Total$2,690,117TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,836CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,714CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,889CurrentTaxYearMinus1YearAmt
Current Tax Year$315,044CurrentTaxYearAmt
Total$630,275TotalAmt

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$57,836CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,714CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,889CurrentTaxYearMinus1YearAmt
Current Tax Year$315,044CurrentTaxYearAmt
Total$630,275TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,059,842PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,049CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,388CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,613CurrentTaxYearMinus1YearAmt
Current Tax Year$32,658CurrentTaxYearAmt
Total$172,458TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,049CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,388CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,613CurrentTaxYearMinus1YearAmt
Current Tax Year$32,658CurrentTaxYearAmt
Total$172,458TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$497,769CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$478,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$491,717CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$597,218CurrentTaxYearMinus1YearAmt
Current Tax Year$797,583CurrentTaxYearAmt
Total$2,862,575TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.71960PublicSupportCY509Pct
Public Support PY5090.78200PublicSupportPY509Pct
Investment Income CY0.06020InvestmentIncomeCYPct
Investment Income PY0.06640InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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$771,788BeginningYearBalanceAmt
Contributions$100,100ContributionsAmt
Investment Earnings Or Losses-$5,970InvestmentEarningsOrLossesAmt
Other Expenditures$67,272OtherExpendituresAmt
End Year Balance$798,646EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$803,443BeginningYearBalanceAmt
Investment Earnings Or Losses$120,087InvestmentEarningsOrLossesAmt
Other Expenditures$151,742OtherExpendituresAmt
End Year Balance$771,788EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$755,236BeginningYearBalanceAmt
Contributions$3,335ContributionsAmt
Investment Earnings Or Losses$86,939InvestmentEarningsOrLossesAmt
Other Expenditures$42,067OtherExpendituresAmt
End Year Balance$803,443EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$771,488BeginningYearBalanceAmt
Contributions$10,264ContributionsAmt
Investment Earnings Or Losses$16,667InvestmentEarningsOrLossesAmt
Other Expenditures$43,183OtherExpendituresAmt
End Year Balance$755,236EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$678,675BeginningYearBalanceAmt
Contributions$4,352ContributionsAmt
Investment Earnings Or Losses$124,621InvestmentEarningsOrLossesAmt
Other Expenditures$36,160OtherExpendituresAmt
End Year Balance$771,488EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.62440BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.37560PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,829,535OtherCostOrOtherBasisAmt
Depreciation$1,070,244DepreciationAmt
Book Value$759,291BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,481OtherCostOrOtherBasisAmt
Depreciation$32,321DepreciationAmt
Book Value$13,160BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,630OtherCostOrOtherBasisAmt
Depreciation$37,867DepreciationAmt
Book Value$2,763BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$775,214TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$793,940TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$15,535NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$13,728DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$1,807RevenueNotReportedAmt
Revenue Subtotal$795,747RevenueSubtotalAmt
Other Revenues Not Included-$142,248OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$142,248RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$653,499TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$712,535TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$13,728DonatedServicesUseFcltsAmt
Other Expenses Included$142,248OtherExpensesIncludedAmt
Expenses Not Reported$155,976ExpensesNotReportedAmt
Expenses Subtotal$556,559ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$556,559TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 1a:In conformity with the practice followed by most museums, historical objects purchased and donated are not capitalized. Collections that belong to the Museum include antique dolls, dollhouses and other toys. Part of the Museum is a 17th century house complete with period furnishings. The cost of all objects purchased, together with the value of objects acquired by gift if any, less proceeds from deaccessions of objects, is reported as a separate expense.
Part V, Line 4:The Museum's primary objective is long-term capital appreciation which together with income will provide for the growth of the endowment while allowing support for current activities. The Museum has adopted a spending policy on board designated net assets whereby the amount available for distribution to operations will be a percentage of the average market value of these board designated net assets for the preceding twelve (12) quarters calculated as of June 30 of the current fiscal year. The Museum elected to use a percentagee of 4.0% for the year ended June 30, 2015. The amount available for distribution to operations, as directed by the donor, on permanently restricted net assets will be the greater of (1) 4% of the average market value of the permanently restricted net assets for the preceding twelve (12) quarters calculated as of June 30 of the current fiscal year, or (2) the earned income for the current fiscal year (further defined by the Wenham Museum Board of Trustees to be the interest, dividends, capital gains distributions, and net realized and unrealized capital gains (losses) earned by the permanently restricted net assets).
Part X, Line 2:In determining the recognition of uncertain tax positions, the Museum applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of June 30, 2015, the Museum has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.
Part XI, Line 4b - Other Adjustments:Special Events Expense -61,990. Cost of Goods Sold -69,791. Rental Expenses -10,467.
Part XII, Line 2d - Other Adjustments:Special Events Expense 61,990. Cost of Goods Sold 69,791. Rental Expenses 10,467.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GalaEvent1Nm
Gross Receipts Event1$30,400GrossReceiptsEvent1Amt
Charitable Contri Event1$25,375CharitableContriEvent1Amt
Gross Revenue Event1$5,025GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,586RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,182FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,628OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$21,977GrossReceiptsEvent2Amt
Charitable Contri Event2$12,321CharitableContriEvent2Amt
Gross Revenue Event2$9,656GrossRevenueEvent2Amt
Rent Facility Costs Event2$4,261RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,688FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,640OtherDirectExpensesEvent2Amt
Gross Receipts Other Events$63,912GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$0CharitableContriOtherEventsAmt
Gross Revenue Other Events$63,912GrossRevenueOtherEventsAmt
Food And Beverage Other Events$1,845FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$40,160OthDirectExpnssOtherEventsAmt
Gross Receipts Total$116,289GrossReceiptsTotalAmt
Charitable Contributions Tot$37,696CharitableContributionsTotAmt
Gross Revenue Total Events$78,593GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$7,847RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,715FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$43,428OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$61,990DirectExpenseSummaryEventsAmt
Net Income Summary$16,603NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Trustees Derek Smith and Rebecca Smith are married.
Form 990, Part VI, Section B, line 11The Finance Committee reviews the Form 990 during one of their meetings prior to filing the Form 990.
Form 990, Part VI, Section B, line 12cEach year the policy is discussed with the Trustees. Every other year, or upon appointment of a new Trustee, the Trustees are required to provide written confirmation about their knowledge of the policy.
Form 990, Part VI, Section B, line 15aThe Board of Trustees, in executive session not including the Executive Director, discusses and approves the Executive Director's salary. They also consider whether the salary would be comparable to other Executive Director positions at comparable museums.
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy, financial statements and Form 990 are immediately made available to the public by calling the Museum's office, walking into the Museum's office or mailing in a request to the Museum. The Form 990 and financial statements are also available through the Massachusetts Attoney General's office/website.

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