PRESERVATION SOCIETY OF NEWPORT COUNTY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION SOCIETY OF NEWPORT COUNTY (EIN 05-0252708)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-09-22
- IRS object ID
- 201422659349300802
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-22T13:47:54-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050252708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 4018471000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BELLEVUE AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M BURRESS | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 4018471000 | PhoneNum |
| Signature | 2014-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH A HOPKINS | PreparerPersonNm |
| PTIN | P00167843 | PTIN |
| Phone | 4012742001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRUDY COXE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BELLEVUE AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,569,131 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWPORTMANSIONS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | TO PROTECT, PRESERVE, AND PRESENT AN EXCEPTIONAL COLLECTION OF HOUSE MUSEUMS AND LANDSCAPES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 429 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $229,873 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$111,069 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,285,892 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,663,280 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,067,913 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,079,225 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,658,065 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,442,251 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,903,636 | PYOtherRevenueAmt |
| CY Other Revenue | $2,000,740 | CYOtherRevenueAmt |
| PY Total Revenue | $20,915,506 | PYTotalRevenueAmt |
| CY Total Revenue | $22,185,496 | 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 | $9,770,337 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,973,956 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $876,268 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,563,933 | PYOtherExpensesAmt |
| CY Other Expenses | $8,020,324 | CYOtherExpensesAmt |
| PY Total Expenses | $18,334,270 | PYTotalExpensesAmt |
| CY Total Expenses | $17,994,280 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,581,236 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,191,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,988,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,797,781 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,001,101 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,057,093 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,987,522 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,740,688 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRESERVATION SOCIETY OF NEWPORT COUNTY'S MISSION IS TO PROTECT, PRESERVE, AND PRESENT AN EXCEPTIONAL COLLECTION OF HOUSE MUSEUMS AND LANDSCAPES IN ONE OF THE MOST HISTORICALLY INTACT CITIES IN AMERICA. WE HOLD IN PUBLIC TRUST THE NEWPORT MANSIONS, (CONT. ON SCHEDULE O)WHICH ARE AN INTEGRAL PART OF THE LIVING FABRIC OF NEWPORT, RHODE ISLAND. THESE SITES EXEMPLIFY THREE CENTURIES OF THE FINEST ACHIEVEMENTS IN AMERICAN ARCHITECTURE, DECORATIVE ARTS, AND LANDSCAPE DESIGN SPANNING THE COLONIAL ERA TO THE GILDED AGE. THROUGH OUR HISTORIC PROPERTIES, EDUCATIONAL PROGRAMS, AND RELATED ACTIVITIES WE ENGAGE THE PUBLIC IN THE STORY OF AMERICA'S VIBRANT CULTURAL HERITAGE. WE SEEK TO INSPIRE AND PROMOTE AN APPRECIATION OF THE VALUE OF PRESERVATION TO ENRICH THE LIVES OF PEOPLE EVERYWHERE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,225,501 | ExpenseAmt |
| Revenue | $12,846,401 | RevenueAmt |
| Desc | THE PRESERVATION SOCIETY OF NEWPORT COUNTY PRESERVES ELEVEN HISTORIC MANSIONS, INCLUDING SEVEN NATIONAL HISTORIC LANDMARKS AND EIGHTY ACRES OF PARKS, GARDENS AND GROUNDS, REPRESENTING MORE THAN 250 YEARS OF SOCIAL AND ARCHITECTURAL HISTORY. DURING THE YEAR, OVER 817,000 VISITORS TOOK REGULARLY-SCHEDULED TOURS OF THE SOCIETY'S PROPERTIES TO LEARN ABOUT THE BUILDINGS AND THE MEN AND WOMEN WHO GAVE RISE TO THESE SPECIAL PLACES. IN ADDITION TO GENERAL TOURS, THE PRESERVATION SOCIETY OFFERS MANY OTHER LEARNING OPPORTUNITIES, DESIGNED TO PRESENT ITS HOUSES AND COLLECTIONS TO A BROAD AND DIVERSE AUDIENCE IN AS MANY INTERESTING AND ENLIGHTENING WAYS AS POSSIBLE. THESE PROGRAMS INCLUDE INTERNATIONAL SYMPOSIA AND FORUMS, STUDY DAYS, LECTURES, WORKSHOPS, FILMS, TOURS, AND THE OPPORTUNITY FOR VISITORS (CONT. ON SCHEDULE O)TO EXPERIENCE THE TYPE OF GRAND ENTERTAINING FOR WHICH THEY WERE BUILT. EDUCATIONAL PROGRAMS ARE OFFERED YEAR-ROUND. | Desc |
| Total Program Service Expenses | $15,225,501 | 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 | Yes (1) | 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 | 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 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 429 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M BURRESS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4018471000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BELLEVUE AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR DONALD O ROSS | |||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MRS EDWIN G FISCHER | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MRS A LESLIE BALLARD | |||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR DAVID P LEYS | |||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MRS GARY MOORE | |||||||
| VICE PRES./ASST. SEC. | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MRS RICHARD I BURNHAM | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR PETER S DAMON | |||||||
| ASST. TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR ARTHUR W MURPHY ESQ | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR MORTIMER BERKOWITZ III | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DUNCAN A CHAPMAN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS ALEXANDER C CUSHING | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS KIMBERLY W DARDEN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID B FORD | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS SARAH GEWIRZ | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS RALPH H ISHAM | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS PETER D KIERNAN | |||||||
| TRUSTEE (OFF 6/13) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS WILLIAM D LEATHERMAN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID E P LINDH | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM F LUCEY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RONALD K MACHTLEY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN D MUGGERIDGE | |||||||
| TRUSTEE (OFF 6/13) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ANDREW K REILLY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR EUGENE B ROBERTS | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JANET L ROBINSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS JAMES H ROSS | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ARCHBOLD VAN BEUREN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS GUY FC VAN PELT | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MARK E WATSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM F WILSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM N WOOD PRINCE | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MERRILL SHERMAN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM EGAN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MS TRUDY COXE | |||||||
| CEO & EXECUTIVE DIRECTOR | 60.00 | Yes (X) | $242,882 | $0 | $28,512 | ||
| MR JAMES M BURRESS | |||||||
| DIRECTOR OF FINANCE | 45.00 | Yes (X) | $138,024 | $0 | $22,605 | ||
| MS MARY KOZIK | |||||||
| CHIEF OF INST'L ADVANCEMENT | 45.00 | $148,733 | $0 | $14,917 | Yes (X) | ||
| MR PHILIP PELLETIER | |||||||
| DIR. OF SPECIAL EVENTS | 45.00 | $115,060 | $0 | $6,647 | Yes (X) | ||
| MR IVAN COLON | |||||||
| CORPORATE SALES MGR. | 45.00 | $126,960 | $0 | $21,988 | Yes (X) | ||
| MR JOHN G RODMAN | |||||||
| DIR. MUSEUM AFFAIRS | 45.00 | $125,786 | $0 | $19,735 | Yes (X) | ||
| MS CYNTHIA O'MALLEY | |||||||
| DIR. OF RETAIL SALES | 45.00 | $115,647 | $0 | $12,800 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,013,092 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $127,204 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JENN LITTLE MEDIA | |||||
| 13 WATERMAN STREET | BRISTOL | RI | 02809 | MEDIA PURCHASING | $381,025 |
| FINE CATERING BY R MORIN INC | |||||
| 95 FRANK MOSSBERG DRIVE | ATTLEBORO | MA | 02703 | CATERING SERVICES | $308,621 |
| EPSTEIN JOSLIN ARCHITECTS INC | |||||
| 12 ARROW STREET | CAMBRIDGE | MA | 02138 | ARCHITECTURAL SERVICES | $278,699 |
| UNIVERSAL ROOFING & SHEETING | |||||
| PO BOX 61122 | NEW BEDFORD | MA | 02746 | CONSTRUCTION SERVICES | $264,101 |
| NEWPORT TENT COMPANY INC | |||||
| 27 HIGHPOINT AVENUE | PORTSMOUTH | RI | 02878 | TENT RENTAL | $183,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $897,057 | MembershipDuesAmt |
| Fundraising | $58,027 | FundraisingAmt |
| Government Grants | $311,494 | GovernmentGrantsAmt |
| All Other Contributions | $5,396,702 | AllOtherContributionsAmt |
| Noncash Contributions | $227,145 | NoncashContributionsAmt |
| Total Contributions | $6,663,280 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $8,954,515 | $8,954,515 |
| PROGRAM EVENTS | 900099 | $1,997,374 | $1,997,374 |
| ACADEMIC PROGRAMS | 900099 | $91,511 | $91,511 |
| REPRODUCTION INCOME | 900099 | $35,825 | $35,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,079,225 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $621,429 | TotalRevenueColumnAmt |
| Exclusion | $621,429 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,421,788 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,600,966 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,820,822 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,820,822 | TotalRevenueColumnAmt |
| Exclusion | $1,820,822 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,875 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $58,027 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,184 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,691 | TotalRevenueColumnAmt |
| Exclusion | $3,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,754,161 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,750,485 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,003,676 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,767,176 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $236,500 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBI FROM PARTNERSHIP INVESTMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$6,627 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,627 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$6,627 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,185,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,846,401 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $229,873 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,445,942 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,298 | TotalAmt |
| Program Services | $306,581 | ProgramServicesAmt |
| Management And General | $95,088 | ManagementAndGeneralAmt |
| Fundraising | $44,629 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,844,247 | TotalAmt |
| Program Services | $6,561,250 | ProgramServicesAmt |
| Management And General | $804,531 | ManagementAndGeneralAmt |
| Fundraising | $478,466 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,373 | TotalAmt |
| Program Services | $274,060 | ProgramServicesAmt |
| Management And General | $50,221 | ManagementAndGeneralAmt |
| Fundraising | $23,092 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,124 | TotalAmt |
| Program Services | $571,213 | ProgramServicesAmt |
| Management And General | $76,025 | ManagementAndGeneralAmt |
| Fundraising | $22,886 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,914 | TotalAmt |
| Program Services | $571,209 | ProgramServicesAmt |
| Management And General | $58,282 | ManagementAndGeneralAmt |
| Fundraising | $36,423 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,191 | TotalAmt |
| Program Services | $10,329 | ProgramServicesAmt |
| Management And General | $58,143 | ManagementAndGeneralAmt |
| Fundraising | $26,719 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,035 | TotalAmt |
| Management And General | $100,035 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,424 | TotalAmt |
| Management And General | $104,424 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,175 | TotalAmt |
| Program Services | $300,603 | ProgramServicesAmt |
| Management And General | $64,855 | ManagementAndGeneralAmt |
| Fundraising | $1,717 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,985 | TotalAmt |
| Program Services | $453,885 | ProgramServicesAmt |
| Fundraising | $12,100 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,047 | TotalAmt |
| Program Services | $1,190,759 | ProgramServicesAmt |
| Management And General | $28,469 | ManagementAndGeneralAmt |
| Fundraising | $46,819 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,589 | TotalAmt |
| Program Services | $21,198 | ProgramServicesAmt |
| Management And General | $130,801 | ManagementAndGeneralAmt |
| Fundraising | $18,590 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $961,057 | TotalAmt |
| Program Services | $961,057 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,785 | TotalAmt |
| Program Services | $107,677 | ProgramServicesAmt |
| Management And General | $8,684 | ManagementAndGeneralAmt |
| Fundraising | $4,424 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,660 | TotalAmt |
| Management And General | $33,660 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,204 | TotalAmt |
| Management And General | $50,204 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,087 | TotalAmt |
| Program Services | $526,087 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,709 | TotalAmt |
| Program Services | $809,437 | ProgramServicesAmt |
| Management And General | $20,484 | ManagementAndGeneralAmt |
| Fundraising | $6,788 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EVENT SUPPLIES | $812,385 | $800,213 | $12,172 |
| REPAIRS & MAINTENANCE | $726,285 | $726,285 | |
| EQUIPMENT & MAINTENANCE | $375,356 | $350,857 | $24,499 |
| COLLECTION EXPENDITURES | $267,395 | $267,395 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,955 | TotalAmt |
| Program Services | $415,406 | ProgramServicesAmt |
| Management And General | $171,934 | ManagementAndGeneralAmt |
| Fundraising | $153,615 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,994,280 | TotalAmt |
| Program Services | $15,225,501 | ProgramServicesAmt |
| Management And General | $1,892,511 | ManagementAndGeneralAmt |
| Fundraising | $876,268 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,017 | BOYAmt |
| EOY | $570,115 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,691 | BOYAmt |
| EOY | $453,120 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,391 | BOYAmt |
| EOY | $2,112,375 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,868 | BOYAmt |
| EOY | $127,369 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,179 | BOYAmt |
| EOY | $1,038,545 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,805 | BOYAmt |
| EOY | $259,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,691,564 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,261,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,514,757 | BOYAmt |
| EOY | $7,429,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,677,819 | BOYAmt |
| EOY | $29,670,950 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,049,950 | BOYAmt |
| EOY | $7,814,247 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,146 | BOYAmt |
| EOY | $322,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,988,623 | BOYAmt |
| EOY | $49,797,781 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,867,144 | BOYAmt |
| EOY | $1,763,600 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,904 | BOYAmt |
| EOY | $608,426 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,496,362 | BOYAmt |
| EOY | $3,637,793 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,691 | BOYAmt |
| EOY | $47,274 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,001,101 | BOYAmt |
| EOY | $6,057,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,553,825 | BOYAmt |
| EOY | $12,435,723 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,219,209 | BOYAmt |
| EOY | $15,365,477 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,214,488 | BOYAmt |
| EOY | $15,939,488 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,987,522 | BOYAmt |
| EOY | $43,740,688 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,988,623 | BOYAmt |
| EOY | $49,797,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,191,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,561,950 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,069,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,369,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,608,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,285,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,663,280 | CurrentTaxYearAmt |
| Total | $22,995,803 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,181,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,169,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,151,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,370,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,458,523 | CurrentTaxYearAmt |
| Total | $67,331,207 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,250,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,538,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,760,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,656,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,121,803 | CurrentTaxYearAmt |
| Total | $90,327,010 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $458,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $858,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $718,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,630,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,753,486 | CurrentTaxYearAmt |
| Total | $5,420,249 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $458,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $858,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $718,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,630,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,753,486 | CurrentTaxYearAmt |
| Total | $5,420,249 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $84,906,761 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $542,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $621,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $614,802 | CurrentTaxYearAmt |
| Total | $2,873,641 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $542,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $621,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $614,802 | CurrentTaxYearAmt |
| Total | $2,873,641 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$51,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$72,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$70,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$90,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$104,444 | CurrentTaxYearAmt |
| Total | -$388,538 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,741,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,964,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,311,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,162,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,632,161 | CurrentTaxYearAmt |
| Total | $92,812,113 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91420 | PublicSupportPY509Pct |
| Investment Income CY | 0.03100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03310 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | 3 | TotalEasementsCnt |
| Historic Structure Easements | 3 | HistoricStructureEasementsCnt |
| Modified Easements | 1 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 21.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $1,044 | ExpensesIncurredEnforcementAmt |
| 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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,508,439 | BeginningYearBalanceAmt |
| Contributions | $1,725,697 | ContributionsAmt |
| Investment Earnings Or Losses | $4,898,711 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,612,142 | OtherExpendituresAmt |
| End Year Balance | $37,520,705 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,147,175 | BeginningYearBalanceAmt |
| Contributions | $702,054 | ContributionsAmt |
| Investment Earnings Or Losses | $2,912,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,253,716 | OtherExpendituresAmt |
| End Year Balance | $32,508,439 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,385,661 | BeginningYearBalanceAmt |
| Contributions | $156,188 | ContributionsAmt |
| Investment Earnings Or Losses | $1,147,123 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,541,797 | OtherExpendituresAmt |
| End Year Balance | $30,147,175 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,170,406 | BeginningYearBalanceAmt |
| Contributions | $301,055 | ContributionsAmt |
| Investment Earnings Or Losses | $3,741,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,827,371 | OtherExpendituresAmt |
| End Year Balance | $30,385,661 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,899,922 | BeginningYearBalanceAmt |
| Contributions | $74,232 | ContributionsAmt |
| Investment Earnings Or Losses | $7,770,239 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,573,987 | OtherExpendituresAmt |
| End Year Balance | $28,170,406 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35320 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42480 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $910,050 | OtherCostOrOtherBasisAmt |
| Book Value | $910,050 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,089,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,622,946 | DepreciationAmt |
| Book Value | $4,466,179 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,129 | DepreciationAmt |
| Book Value | $42,802 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,541,458 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,530,774 | DepreciationAmt |
| Book Value | $2,010,684 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,429,715 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND SHORT-TERM INVESTMENTS | $1,828,730 | F |
| PRIVATE EQUITY PARTNERSHIPS | $5,680,329 | F |
| REMAINDER TRUST | $305,188 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,814,247 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE | Desc |
| Amt | $47,274 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $47,274 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,661,296 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,561,950 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $290,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,851,950 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,809,346 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $104,424 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,728,274 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,623,850 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,185,496 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,908,130 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $290,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,782,669 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,072,669 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,835,461 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $104,424 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $54,395 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $158,819 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,994,280 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | ONE OF THE SOCIETY'S EASEMENTS WAS ON A PROPERTY THAT WAS BEQUEATHED TO ANOTHER 501(C)(3) ORGANIZATION, THE NEWPORT RESTORATION FOUNDATION (NRF). NRF'S MISSION IS TO PRESERVE AND MAINTAIN OBJECTS REFLECTING AQUIDNECK ISLAND'S 18TH- AND 19TH- CENTURY ARCHITECTUAL CULTURE, AND THE PROPERTY BECAME A PART OF NRF'S COLLECTION OF HISTORIC HOMES. THE TERMS AND CONDITIONS OF THE BEQUEST OF THE PROPERTY SUPERSEDED THE TERMS OF THE SOCIETY'S EASEMENT. DUE TO THE CONSISTENCY OF NRF'S MISSION WITH THE INTENTION OF THE EASEMENT, AND ASSURANCES THAT THE PROPERTY WILL BE MAINTAINED IN ITS HISTORIC CONDITION, THE SOCIETY EXTINGUISHED THE EASEMENT AT THAT TIME. |
| PART II, LINE 9: | THE PRESERVATION SOCIETY OF NEWPORT COUNTY HOLDS CONSERVATION EASEMENTS ON THREE PROPERTIES, WHICH WERE FORMERLY OWNED BY THE SOCIETY. THE SOCIETY DOES NOT GENERALLY ACCEPT DONATED EASEMENTS NOR DOES IT PURCHASE EASEMENTS AS PART OF ITS PROGRAM ACTIVITIES. THERE IS NO VALUE ASSIGNED TO THE SOCIETY'S CONSERVATION EASEMENTS, AND NO FINANCIAL TRANSACTIONS ARISE FROM ITS EASEMENTS. THEREFORE, THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF ACTIVITIES OR THE STATEMENT OF FINANCIAL POSITION. |
| PART III, LINE 1A: | PER THE SOCIETY'S FINANCIAL STATEMENT FOOTNOTES: THE SOCIETY'S COLLECTIONS CONSIST OF HISTORIC MANSIONS AND LANDSCAPES AS WELL AS OBJECTS DISPLAYED IN THE MANSIONS, SUCH AS FINE ART, FURNISHINGS AND CLOTHING. THE HISTORICAL COLLECTIONS ARE NOT CAPITALIZED BY THE SOCIETY. IN ADDITION, THE SOCIETY DOES NOT CAPITALIZE REPAIRS OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS. ALL PURCHASES OF COLLECTION ITEMS AND RESTORATION OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE EXPENDITURE IS MADE. THE SOCIETY MAINTAINS A COLLECTIONS POLICY THAT ADDRESSES COLLECTIONS UPKEEP, ACCESSION AND DE-ACCESSION POLICIES AND OTHER ASPECTS OF COLLECTIONS MANAGEMENT. IN ACCORDANCE WITH THE POLICY OF NOT RECORDING COLLECTIONS IN THE FINANCIAL RECORDS, DONATED COLLECTION ITEMS RECEIVED DURING THE YEAR ARE NOT REFLECTED IN THE STATEMENT OF ACTIVITIES, AND ARE A RECONCILING ITEM NOTED BELOW. |
| PART III, LINE 4: | THE COLLECTIONS OF THE PRESERVATION SOCIETY OF NEWPORT COUNTY'S HOUSE MUSEUMS, COMPRISING OVER 50,000 OBJECTS, REFLECT THE ORGANIZATION'S MISSION TO PRESENT AND PRESERVE AMERICAN ARCHITECTURE AND DECORATIVE ARTS SPANNING THE COLONIAL ERA TO THE GILDED AGE. THE COLLECTIONS, OTHER THAN ARCHIVAL MATERIALS AND FRAGILE TEXTILES, ARE PERMANENTLY EXHIBITED IN THEIR ORIGINAL HISTORIC CONTEXT OF DOMESTIC INTERIORS AND REFLECT A UNIQUE SURVEY OF THE EVOLUTION OF AMERICAN DESIGN. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING MAINTAINING THE HISTORIC HOUSES AND OTHER HISTORICAL TREASURES IN THE ORGANIZATION'S COLLECTIONS AND SUPPORTING CERTAIN ANNUAL EDUCATIONAL EVENTS. |
| PART X, LINE 2: | THE SOCIETY IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE SOCIETY OPERATES IN A MANNER CONSISTENT WITH THEIR TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL. THE SOCIETY ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THE SOCIETY ALSO ANNUALLY FILES IRS FORM 990-T - EXEMPT ORGANIZATION'S BUSINESS INCOME TAX RETURN FOR ALL OF ITS TAXABLE TRANSACTIONS. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE TAX RETURNS FOR FISCAL YEARS 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS. THE SOCIETY CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. FOR THE SOCIETY'S TAX YEAR ENDING MARCH 31, 2014 THE SOCIETY OWED NO INCOME TAXES RELATED TO ITS TAXABLE SALES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES IN PART VIII, LINE 10B -1,750,485. EXPENSES IN PART VIII, LINE 8B -32,184. NONCASH CONTRIBUTIONS OF COLLECTION ITEMS 54,395. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES IN PART VIII, LINE 10B 1,750,485. EXPENSES IN PART VIII, LINE 8B 32,184. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NONCASH CONTRIBUTIONS OF COLLECTION ITEMS 54,395. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1Amt |
| Gross Receipts Event1 | $93,902 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $58,027 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $35,875 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,765 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,690 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,729 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $93,902 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $58,027 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,875 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,765 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,690 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,729 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,184 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $3,691 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MS TRUDY COXE | ||||||||||||||
| CEO & EXECUTIVE DIRECTOR | $242,882 | $0 | $0 | $0 | $0 | $0 | $14,400 | $0 | $14,112 | $0 | $271,394 | $0 | $0 | $0 |
| MR JAMES M BURRESS | ||||||||||||||
| DIRECTOR OF FINANCE | $138,024 | $0 | $0 | $0 | $0 | $0 | $8,493 | $0 | $14,112 | $0 | $160,629 | $0 | $0 | $0 |
| MS MARY KOZIK | ||||||||||||||
| CHIEF OF INST'L ADVANCEMENT | $148,733 | $0 | $0 | $0 | $0 | $0 | $9,000 | $0 | $5,917 | $0 | $163,650 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | PHILLIP PELLETIER AND IVAN COLON RECEIVE INCENTIVE COMPENSATION BASED ON BOOKED EVENTS. FOR THE YEAR ENDED MARCH 31, 2014, PHILLIP PELLETIER RECEIVED BASE COMPENSATION OF APPROXIMATELY $105,000 AND INCENTIVE COMPENSATION OF APPROXIMATELY $5,500; IVAN COLON RECEIVED BASE COMPENSATION OF APPROXIMATELY $86,500 AND INCENTIVE COMPENSATION OF APPROXIMATELY $45,000. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $211,015 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $54,395 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INDEPENDENT APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT SUPPLIE | Desc |
| Contribution | 90 | ContributionCnt |
| Noncash Contributions Rpt F990 | $172,750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRIC | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| 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, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | FOR CONTRIBUTIONS OF ITEMS WHICH ARE ACCESSIONED, THE ORGANIZATION IDENTIFIES EACH GIFT RECEIVED AND REPORTS THE TOTAL NUMBER OF GIFTS (SOME GIFTS CONTAIN MULTIPLE ITEMS). FOR OTHER TYPES OF NON-CASH CONTRIBUTIONS, THE ORGANIZATION IDENTIFIES EACH DONOR BY PURPOSE, SUCH AS A SPECIFIC EVENT. THE ORGANIZATION REPORTS THE SUM OF THE TOTAL NUMBER OF CONTRIBUTORS FOR EACH PURPOSE. SOME CONTRIBUTORS ARE INCLUDED MULTIPLE TIMES, FOR EACH DISCRETE INSTANCE OF PROVIDING A NON-CASH CONTRIBUTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 HAS BEEN PREPARED BY THE SOCIETY'S EXTERNAL AUDITORS AND REVIEWED IN DRAFT WITH THE CHIEF EXECUTIVE OFFICER, DIRECTOR OF FINANCE AND THE FINANCE COMMITTEE. CORRECTIONS AND CHANGES WERE MADE AS NECESSARY. THE BOARD HAS DELEGATED THE PROCESS OF REVIEWING THE 990 TO THE DIRECTOR OF FINANCE, THE CHIEF EXECUTIVE OFFICER, AND THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE ORGANIZATION'S CODE OF ETHICS IS PROVIDED TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE CODE AND SIGN A STATEMENT INDICATING THAT THEY UNDERSTAND IT, HAVE REPORTED ALL POTENTIAL CONFLICTS DURING THE PAST YEAR IN ACCORDANCE WITH THE POLICY AND WILL REPORT ALL POTENTIAL CONFLICTS DURING THE COMING YEAR. ALL POTENTIAL CONFLICTS ARE EVALUATED BY THE BOARD TO DETERMINE IF A CONFLICT ACTUALLY EXISTS. IN THOSE INSTANCES WHERE THE POTENTIAL TRANSACTION IS A CONFLICT THE BOARD EXAMINES THE TRANSACTION AND A VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUALLY THE COMPENSATION COMMITTEE OF THE BOARD CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE CEO. THE REVIEW ALSO ESTABLISHES THE CEO'S COMPENSATION FOR THE FOLLOWING YEAR. THIS PROCESS INVOLVES THE EVALUATION OF THE CEO, AND A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM THE FORMS 990 OF SIMILAR ORGANIZATIONS. THE COMMITTEE'S DELIBERATION AND DECISION ARE NOTED IN THE MINUTES OF THE MEETING. THE PAY FOR ALL OTHER EMPLOYEES, INCLUDING THE DIRECTOR OF FINANCE, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES, IS DETERMINED BY THE CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND PUBLIC TAX RETURNS AVAILABLE UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION CURRENTLY DOES NOT CHARGE FOR THE COPIES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSNC HOLDINGS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BELLEVUE AVE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050479546 | EIN |
| Primary Activities | HOLDS TITLE TO WAREHOUSE HOUSING PSNC INVENTORY | PrimaryActivitiesTxt |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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