PLYMOUTH HISTORICAL SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PLYMOUTH HISTORICAL SOCIETY (EIN 38-6096477)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-14
- IRS object ID
- 201311049349300611
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-14T17:22:34-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ & ASSOCIATES PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 496 W ANN ARBOR TRL STE 205 | AddressLine1 |
| City | PLYMOUTH | City |
| State | MI | State |
| ZIP Code | 481706262 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386096477 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLYMOUTH HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PLYM | NameControl |
| Phone | 7344558940 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SOUTH MAIN STREET | AddressLine1 |
| City | PLYMOUTH | City |
| State | MI | State |
| ZIP Code | 48170 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH KERSTENS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7344558940 | Phone |
| Date Signed | 2013-02-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY W SCHULTZ CPA | Name |
| Phone | 7343542380 | Phone |
| Date Prepared | 2013-04-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELIZABETH KERSTENS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 S MAIN STREET | AddressLine1 |
| City | PLYMOUTH | City |
| State | MI | State |
| ZIP Code | 48170 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 301413 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PLYMOUTHHISTORY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PRESERVING, TEACHING AND PRESENTING HISTORY THROUGH INSPIRING MUSEUM EXHIBITS, PROGRAMS AND ARCHIVAL MATERIALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 52716 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 60771 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27718 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 31678 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 36017 | InvestmentIncomePriorYear |
| Investment Income Current Year | 35342 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12153 | OtherRevenuePriorYear |
| Other Revenue Current Year | 24346 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 128604 | TotalRevenuePriorYear |
| Total Revenue Current Year | 152137 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 92451 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 91070 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10933 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 168436 | OtherExpensePriorYear |
| Other Expenses Current Year | 149426 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 260887 | TotalExpensesPriorYear |
| Total Expenses Current Year | 240496 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -132283 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -88359 | RevenuesLessExpensesCY |
| Total Assets BOY | 2723211 | TotalAssetsBOY |
| Total Assets EOY | 2607947 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2723211 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2607947 | NetAssetsOrFundBalancesEOY |
| Mission Description | PRESERVING, TEACHING AND PRESENTING HISTORY THROUGH INSPIRING MUSEUM EXHIBITS, PROGRAMS AND ARCHIVAL MATERIALS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 129026 | Expense |
| Description | OPERATED AND MANAGED PUBLIC MUSEUM EXHIBITS INCLUDING HANDS-ON EXHIBITS FOR CHILDREN, LIFE-SIZE STREET-OF-SHOPS REFLECTING 19TH CENTURY LIFE IN PLYMOUTH AND THE STATE'S LARGEST ABRAHAM LINCOLN COLLECTION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 19217 | Expense |
| Description | OFFERED EDUCATIONAL PROGRAMS THROUGH FIVE DIFFERENT CURRICULUM-DRIVEN, MEAP SENSITIVE SOCIAL HISTORY CLASSES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21794 | Expense |
| Description | MAINTAINED MUSEUM ARCHIVES AND LIBRARY COLLECTIONS OF HISTORICAL DOCUMENTS INCLUDING BOOKS, PHOTOGRAPHS, DOCUMENTS AND RECORDS RELATING TO PLYMOUTH AND MICHIGAN HISTORY, CIVIL WAR HISTORY AND GENEAOLOGY | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 170037 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELIZABETH KERSTENS | NamePerson |
| Telephone Number | 7344558940 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 S MAIN STREET | AddressLine1 |
| City | PLYMOUTH | City |
| State | MI | State |
| ZIP Code | 48170 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BEE FRIEDLANDER | ||||||
| PRESIDENT | 0.50 | X | X | 0 | 0 | 0 |
| MIKE PAPPAS | ||||||
| VICE PRESIDE | 0.50 | X | X | 0 | 0 | 0 |
| SALLY FEDUS | ||||||
| SECRETARY | 0.50 | X | X | 0 | 0 | 0 |
| JIM BURROUGHS | ||||||
| TREASURER | 0.50 | X | X | 0 | 0 | 0 |
| MARGARET DUNNING | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| PAM YOCKEY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DAN PACKER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| GARY STONE | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| STELLA ABRAHAM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| AARON FRANK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| AVANI SARAIYA | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 13854 | MembershipDues |
| All Other Contributions | 46917 | AllOtherContributions |
| Noncash Contributions | 10038 | NoncashContributions |
| Total Contributions | 60771 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATIONAL PROGRAMS | 611710 | 25465 | 25465 |
| MUSEUM ADMISSIONS | 453220 | 8413 | 8413 |
| MUSEUM GIFT SHOP | 611710 | -2200 | -2200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 31678 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35377 | TotalRevenueColumn |
| Exclusion | $35,377 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 138000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 138035 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -35 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -35 | TotalRevenueColumn |
| Related Or Exempt Function Income | -35 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35587 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 11241 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24346 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152137 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31643 | RelatedOrExemptFunctionIncome |
| Exclusion | $35,377 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29731 | Total |
| Program Services | 7433 | ProgramServices |
| Management And General | 14865 | ManagementAndGeneral |
| Fundraising | 7433 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49365 | Total |
| Program Services | 30885 | ProgramServices |
| Management And General | 18480 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11974 | Total |
| Program Services | 4675 | ProgramServices |
| Management And General | 7299 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3205 | Total |
| Program Services | 3205 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9555 | Total |
| Program Services | 3393 | ProgramServices |
| Management And General | 5805 | ManagementAndGeneral |
| Fundraising | 357 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41226 | Total |
| Program Services | 39425 | ProgramServices |
| Management And General | 1252 | ManagementAndGeneral |
| Fundraising | 549 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77549 | Total |
| Program Services | 74138 | ProgramServices |
| Management And General | 2636 | ManagementAndGeneral |
| Fundraising | 775 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIP. REP & MAINT. | 7580 | 1842 | 4510 | 1228 |
| PROG. MTRLS & SUPPLIES | 7426 | 4339 | 2963 | 124 |
| DUES, SUBS, & MEETINGS | 2885 | 702 | 1716 | 467 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240496 | Total |
| Program Services | 170037 | ProgramServices |
| Management And General | 59526 | ManagementAndGeneral |
| Fundraising | 10933 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12260 | BOY |
| EOY | 19476 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1935 | BOY |
| EOY | 1955 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6582 | BOY |
| EOY | 3346 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2726522 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1225213 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1562310 | BOY |
| EOY | 1501309 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1140124 | BOY |
| EOY | 1081861 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2723211 | BOY |
| EOY | 2607947 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1683304 | BOY |
| EOY | 1613917 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55396 | BOY |
| EOY | 58325 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 984511 | BOY |
| EOY | 935705 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2723211 | BOY |
| EOY | 2607947 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2723211 | BOY |
| EOY | 2607947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -88359 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -26905 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 84023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 485358 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52716 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60771 | CurrentTaxYear |
| Total | 802765 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 84023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 485358 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52716 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60771 | CurrentTaxYear |
| Total | 802765 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 802765 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32855 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36017 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35377 | CurrentTaxYear |
| Total | 180425 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 983190 | TotalSupport |
| Gross Receipts From Admissions Etc | 67265 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81780 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1140124 | BeginningOfYearBalance |
| Contributions | 35062 | Contributions |
| Investment Earnings Or Losses | 8412 | InvestmentEarningsOrLosses |
| Other Expenditures | 84912 | OtherExpenditures |
| End Of Year Balance | 1098686 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1135381 | BeginningOfYearBalance |
| Contributions | 26009 | Contributions |
| Investment Earnings Or Losses | 35983 | InvestmentEarningsOrLosses |
| Other Expenditures | 57249 | OtherExpenditures |
| End Of Year Balance | 1140124 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 807686 | BeginningOfYearBalance |
| Contributions | 370489 | Contributions |
| Investment Earnings Or Losses | 40478 | InvestmentEarningsOrLosses |
| Other Expenditures | 83272 | OtherExpenditures |
| End Of Year Balance | 1135381 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20000 | OtherCostOrOtherBasis |
| Book Value | 20000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2411822 | OtherCostOrOtherBasis |
| Depreciation | 1139462 | Depreciation |
| Book Value | 1272360 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 82751 | OtherCostOrOtherBasis |
| Depreciation | 62689 | Depreciation |
| Book Value | 20062 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 211949 | OtherCostOrOtherBasis |
| Depreciation | 23062 | Depreciation |
| Book Value | 188887 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1501309 | TotalOfBookValueLandBuildings |
| Total Revenue | 152137 | TotalRevenue |
| Total Expenses | 240496 | TotalExpenses |
| Excess Or Deficit For Year | -88359 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -26905 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -26905 | TotalAdjustments |
| Excess Or Deficit Per FS | -115264 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 125232 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -26905 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -26905 | RevenueNotRptdF990 |
| Revenue Subtotal | 152137 | RevenueSubtotal |
| Total Revenue Per Form990 | 152137 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 240496 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 240496 | ExpensesSubtotal |
| Total Expenses Per Form990 | 240496 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TERMS FOR NOT REPORTING ASSETS PER SFAS 116 | SCHEDULE D, PAGE 1, PART III, LINE 1A | THE ORGANIZATION DOES NOT CAPITALIZE COLLECTION ITEMS OR RECOGNIZE THEM AS REVENUES OR GAINS. COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION. |
| COLLECTIONS AND RELATION TO EXEMPT PURPOSE | SCHEDULE D, PAGE 2, PART III, LINE 4 | THE ORGANIZATION COLLECTS AND EXHIBITS ARTIFACTS AND EPHEMERA RELATING TO THE HISTORY OF THE PLYMOUTH AREA FROM 1825 THROUGH 1965. MUSEUM ARCHIVES HOLD PAPER MATERIALS INCLUDING TAX RECORDS, BIRTH AND DEATH RECORDS, NEWSPAPERS, PHOTOGRAPHS, CENSUS DATA AND OTHER HISTORICAL MATERIALS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH. |
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS SUPPORT ARCHIVES, EDUCATIONAL PROGRAMS AND PROJECTS, AND THE GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | DEPRECIATION -77,549 BOOK / TAX DEPRECIATION DIFFERENCE 77,549 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | DEPRECIATION -77,549 BOOK / TAX DEPRECIATION DIFFERENCE 77,549 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | MI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 24648 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 24648 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8105 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OTHER | NameOfEvent2 |
| Gross Receipts Event2 | 10939 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 10939 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 3136 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 35587 | GrossReceiptsTotal |
| Gross Revenue Total Events | 35587 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 11241 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 11241 | DirectExpenseSummaryEvents |
| Net Income Summary | 24346 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10038 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | ALL BOARD MEMBERS SHALL BE ELECTED AT AN ANNUAL MEETING AND SHALL ASSUME OFFICE ON JUNE 1, AND SHALL CONTINUE IN OFFICE FOR ONE TO THREE YEARS OR UNTIL THEIR SUCCESSORS ARE ELECTED. BEGINNING JUNE 1, 2012, STAGGERED TERMS OF THREE YEARS WILL BE PHASED IN UNTIL FULLY IMPLEMENTED. ONCE THREE YEAR STAGGERED TERMS ARE FULLY IMPLEMENTED, NO BOARD MEMEBER MAY BE ELECTED TO MORE THAN THREE SUCCESSIVE THREE YEAR TERMS. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | ANY PERSON INTERESTED IN PROMOTING THE PURPOSES OF THE ORGANIZATION IS ELIGIBLE FOR MEMBERSHIP. APPLICATIONS FOR MEMBERSHIP ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS AND PAYMENT OF DUES. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | ELECTIONS ARE HELD FOR EACH DIRECTOR POSITION. A MAJORITY OF ALL MEMBER VOTES CAST, BY THOSE MEMBERS ELIGIBLE TO VOTE, ARE NECESSARY FOR ELECTION TO THAT POSITION. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | ANNUAL DUES FOR MEMBERSHIP ARE RECOMMENDED BY THE BOARD. |
| DOCUMENTATION BY COMMITTEE | FORM 990, PAGE 6, PART VI, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS ENGAGES AN ACCOUNTING FIRM TO PREPARE FORM 990. THE FORM IS REVIEWED BY THE BOARD OF DIRECTORS DURING A REGULAR BOARD MEETING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | A MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO NOTIFY THE BOARD CHAIR AND THE PRESIDENT OF THE SOCIETY IMMEDIATELY AND IN WRITING AS SOON AS HE OR SHE BECOMES AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IT IS THE POLICY OF THE ORGANIZATION THAT ITS BOARD MEMBERS, MANAGEMENT PERSONNEL AND MEMBERS OF ALL COMMITTEES, PANELS OR BOARDS SERVING THE ORGANIZATION, AND EMPLOYEES SHALL ANNUALLY SUBMIT IN WRITING TO THE CHAIRPERSON OF THE BOARD AND ITS PRESIDENT A CONFLICT OF INTEREST STATEMENT IN THE FORM PRESCRIBED BY THE BOARD OF DIRECTORS. IF SUCH A DISCLOSURE IS MADE, A MAJORITY VOTE OF DISINTERESTED BOARD MEMBERS DETERMINES WHETHER THE ORGANIZATION SHOULD ENTER INTO THE TRANSACTION OR ARRANGEMENT. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | REQUESTS FOR DOCUMENTS OPEN FOR PUBLIC INSPECTION SHOULD BE MADE IN WRITING. |
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