WENHAM HISTORICAL ASSOCIATION & MUSEUM INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WENHAM HISTORICAL ASSOCIATION & MUSEUM INC (EIN 04-2152010)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201331339349304573
- 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 | 2013-05-13T16:56:35-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042943536 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tonneson & Company CPAs PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Edgewater Place Suite 300 | AddressLine1 |
| City | Wakefield | City |
| State | MA | State |
| ZIP Code | 018806208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042152010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wenham Historical Association & Museum Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WENH | NameControl |
| Phone | 9784682377 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 Main Street | AddressLine1 |
| City | Wenham | City |
| State | MA | State |
| ZIP Code | 01984 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Derek A Smith | Name |
| Title | Treasurer | Title |
| Phone | 9784682377 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Heidi E MacLean | Name |
| PTIN | P00840184 | PTIN |
| Phone | 7812459999 | Phone |
| Date Prepared | 2013-04-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Derek A Smith | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 Main Street | AddressLine1 |
| City | Wenham | City |
| State | MA | State |
| ZIP Code | 01984 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 783645 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.wenhammuseum.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Organization's expempt purpose is to acquire, preserve, and exhibit cultural collections, and to provide educational and cultural services to the public. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 241048 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 271130 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 166893 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 120922 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 21383 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10634 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -3987 | OtherRevenuePriorYear |
| Other Revenue Current Year | 21805 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 425337 | TotalRevenuePriorYear |
| Total Revenue Current Year | 424491 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 310320 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 308537 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 35334 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 164233 | OtherExpensePriorYear |
| Other Expenses Current Year | 177637 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 474553 | TotalExpensesPriorYear |
| Total Expenses Current Year | 486174 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -49216 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -61683 | RevenuesLessExpensesCY |
| Total Assets BOY | 1879993 | TotalAssetsBOY |
| Total Assets EOY | 1836985 | TotalAssetsEOY |
| Total Liabilities BOY | 23861 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31662 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1856132 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1805323 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Wenham Museum is to protect, preserve and interpret the history and culture of Boston's North Shore, domestic life and the artifacts of childhood. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 402131 | Expense |
| Grants | 0 | Grants |
| Revenue | 109193 | Revenue |
| Description | Preservation of historic buildings and artifacts; education of the general public of selected historical matters. | Description |
| Total Program Service Expense | 402131 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9784682377 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 Main Street | AddressLine1 |
| City | Wenham | City |
| State | MA | State |
| ZIP Code | 01984 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Christine Zampell | |||||||
| President | 2.00 | X | X | 0 | 0 | 0 | |
| Patricia R Fallon | |||||||
| Vice-President | 2.00 | X | X | 0 | 0 | 0 | |
| Willa Worsfold | |||||||
| Vice-President | 2.00 | X | X | 0 | 0 | 0 | |
| Derek A Smith | |||||||
| Tresurer | 2.00 | X | X | 0 | 0 | 0 | |
| John Perkins | |||||||
| Assistant Treasurer | 2.00 | X | X | 0 | 0 | 0 | |
| Anne E Francis | |||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | |
| Kennon Anderson | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Sebastian Carpenter | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Cheryl Emmons | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Marissa Frerk | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| William Gribbell | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Kate Horgen | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| John J Keohane Jr | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Jennifer Perkin | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Katharine Pickering | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Charles R Richey Jr | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Rebecca Oldfield Smith | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Ernest H Stone | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Emily W Werner | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Rosemary Wywoda | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Kristin Zampell | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Lindsay Diehl | |||||||
| Executive Director | 40.00 | X | 65156 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 65156 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 49170 | MembershipDues |
| Fundraising Events | 122404 | FundraisingEvents |
| All Other Contributions | 99556 | AllOtherContributions |
| Noncash Contributions | 5658 | NoncashContributions |
| Total Contributions | 271130 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Admissions | 713990 | 71180 | 71180 |
| Program Fees | 900099 | 47879 | 47879 |
| Deaccessions | 900099 | 1863 | 1863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 120922 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17493 | TotalRevenueColumn |
| Exclusion | $17,493 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7895 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12221 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -4326 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4326 | TotalRevenueColumn |
| Exclusion | -$4,326 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 211872 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 218731 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -6859 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6859 | TotalRevenueColumn |
| Exclusion | -$6,859 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 93485 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 122404 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 55625 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37860 | TotalRevenueColumn |
| Exclusion | $37,860 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 60848 | GrossSalesOfInventory |
| Cost Of Goods Sold | 72577 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11729 | TotalRevenueColumn |
| Related Or Exempt Function Income | -11729 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 424491 | TotalRevenueColumn |
| Related Or Exempt Function Income | 109193 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $44,168 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64414 | Total |
| Program Services | 48311 | ProgramServices |
| Management And General | 12882 | ManagementAndGeneral |
| Fundraising | 3221 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218951 | Total |
| Program Services | 198675 | ProgramServices |
| Management And General | 15338 | ManagementAndGeneral |
| Fundraising | 4938 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25172 | Total |
| Program Services | 21940 | ProgramServices |
| Management And General | 2507 | ManagementAndGeneral |
| Fundraising | 725 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4223 | Total |
| Program Services | 3680 | ProgramServices |
| Management And General | 421 | ManagementAndGeneral |
| Fundraising | 122 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17001 | Total |
| Program Services | 7937 | ProgramServices |
| Management And General | 920 | ManagementAndGeneral |
| Fundraising | 8144 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4886 | Total |
| Program Services | 2281 | ProgramServices |
| Management And General | 264 | ManagementAndGeneral |
| Fundraising | 2341 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9751 | Total |
| Program Services | 4553 | ProgramServices |
| Management And General | 527 | ManagementAndGeneral |
| Fundraising | 4671 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6972 | Total |
| Program Services | 4398 | ProgramServices |
| Management And General | 594 | ManagementAndGeneral |
| Fundraising | 1980 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19274 | Total |
| Program Services | 16518 | ProgramServices |
| Management And General | 2467 | ManagementAndGeneral |
| Fundraising | 289 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2061 | Total |
| Program Services | 962 | ProgramServices |
| Management And General | 112 | ManagementAndGeneral |
| Fundraising | 987 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334 | Total |
| Program Services | 156 | ProgramServices |
| Management And General | 18 | ManagementAndGeneral |
| Fundraising | 160 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54774 | Total |
| Program Services | 46941 | ProgramServices |
| Management And General | 7011 | ManagementAndGeneral |
| Fundraising | 822 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11837 | Total |
| Program Services | 10144 | ProgramServices |
| Management And General | 1515 | ManagementAndGeneral |
| Fundraising | 178 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Other Program Expenses | 32125 | 32125 | ||
| Repairs and Maintenance | 26686 | 22870 | 3416 | 400 |
| Exhibit Expense | 12221 | 12221 | ||
| Dues and Fees | 9622 | 4492 | 521 | 4609 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -34130 | Total |
| Program Services | -36073 | ProgramServices |
| Management And General | 196 | ManagementAndGeneral |
| Fundraising | 1747 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486174 | Total |
| Program Services | 402131 | ProgramServices |
| Management And General | 48709 | ManagementAndGeneral |
| Fundraising | 35334 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68183 | BOY |
| EOY | 32961 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34937 | BOY |
| EOY | 55738 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30851 | BOY |
| EOY | 26344 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225 | BOY |
| EOY | 30991 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10030 | BOY |
| EOY | 12509 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3312 | BOY |
| EOY | 5447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1981443 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1063684 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 960967 | BOY |
| EOY | 917759 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 771488 | BOY |
| EOY | 755236 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1879993 | BOY |
| EOY | 1836985 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23861 | BOY |
| EOY | 13381 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 18281 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23861 | BOY |
| EOY | 31662 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1579696 | BOY |
| EOY | 1502045 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83971 | BOY |
| EOY | 114450 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192465 | BOY |
| EOY | 188828 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1856132 | BOY |
| EOY | 1805323 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1879993 | BOY |
| EOY | 1836985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -61683 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 10874 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 381627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 247602 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 236337 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 271130 | CurrentTaxYear |
| Total | 1377744 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 320043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 240375 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 193287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 223672 | CurrentTaxYearMinus1Year |
| Current Tax Year | 181770 | CurrentTaxYear |
| Total | 1159147 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 701670 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 487977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 429624 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 464720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 452900 | CurrentTaxYear |
| Total | 2536891 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 70184 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56983 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67218 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56836 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59792 | CurrentTaxYear |
| Total | 311013 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 70184 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56983 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67218 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56836 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59792 | CurrentTaxYear |
| Total | 311013 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2225878 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69596 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39036 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33049 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25388 | CurrentTaxYear |
| Total | 194788 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69596 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39036 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33049 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25388 | CurrentTaxYear |
| Total | 194788 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 771266 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 527013 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 457343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 497769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 478288 | CurrentTaxYear |
| Total | 2731679 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.81480 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.80860 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07130 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08030 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 771488 | BeginningOfYearBalance |
| Contributions | 10264 | Contributions |
| Investment Earnings Or Losses | 16667 | InvestmentEarningsOrLosses |
| Other Expenditures | 43183 | OtherExpenditures |
| End Of Year Balance | 755236 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 678675 | BeginningOfYearBalance |
| Contributions | 4352 | Contributions |
| Investment Earnings Or Losses | 124621 | InvestmentEarningsOrLosses |
| Other Expenditures | 36160 | OtherExpenditures |
| End Of Year Balance | 771488 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 632192 | BeginningOfYearBalance |
| Contributions | 7371 | Contributions |
| Investment Earnings Or Losses | 83592 | InvestmentEarningsOrLosses |
| Other Expenditures | 44480 | OtherExpenditures |
| End Of Year Balance | 678675 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 801320 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -110392 | InvestmentEarningsOrLosses |
| Other Expenditures | 58736 | OtherExpenditures |
| End Of Year Balance | 632192 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.73660 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.25000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01340 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1823180 | OtherCostOrOtherBasis |
| Depreciation | 914802 | Depreciation |
| Book Value | 908378 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110542 | OtherCostOrOtherBasis |
| Depreciation | 101161 | Depreciation |
| Book Value | 9381 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 47721 | OtherCostOrOtherBasis |
| Depreciation | 47721 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 917759 | TotalOfBookValueLandBuildings |
| Total Revenue | 424491 | TotalRevenue |
| Total Expenses | 486174 | TotalExpenses |
| Excess Or Deficit For Year | -61683 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 10874 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 10874 | TotalAdjustments |
| Excess Or Deficit Per FS | -50809 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 630646 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 10874 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 54858 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 65732 | RevenueNotRptdF990 |
| Revenue Subtotal | 564914 | RevenueSubtotal |
| Other Revenues Not Included | -140423 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -140423 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 424491 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 681455 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 54858 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 140423 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 195281 | ExpensesNotRptdF990 |
| Expenses Subtotal | 486174 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 486174 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 1a: | In conformity with the practice followed by most museums, historical objects purchased and donated are not capitalized. Collections that belong to the Museum include antique dolls, dollhouses and other toys. Part of the Museum is a 17th century house complete with period furnishings. The cost of all objects purchased, together with the value of objects acquired by gift if any, less proceeds from deaccessions of objects, is reported as a separate expense. | |
| Part V, Line 4: | The Museum's primary objective is long-term capital appreciation which together with income will provide for the growth of the endowment while allowing support for current activities. The Museum has adopted a spending policy on unrestricted net assets whereby a percentage of the historical average market value of the endowment is distributed and treated as support for operating activities. The Museum elected to use a percentage of 5%. The spending policy, as directed by the donor, for the Museums donor-restricted endowment fund is restricted to income or 4% of the total asset value of the fund, whichever is greater. In the years that 4% of the fair value of the fund exceeds income, the carrying value of the permanent endowment is reduced and transferred to temporarily restricted net assets until appropriated by the Museum. Capital appreciation that exceeds the carrying value of the permanent endowment is temporarily restricted. | Description of Intended Use of Endowment Funds: |
| Part X: | In determining the recognition of uncertain tax positions, the Museum applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of June 30, 2012, the Museum has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. | Description of Uncertain Tax Positions Under FIN 48: |
| Special Events Expense -55,625. Cost of Goods Sold -72,577. Rental Expenses -12,221. | Part XII, Line 4b - Other Adjustments: | |
| Special Events Expense 55,625. Cost of Goods Sold 72,577. Rental Expenses 12,221. | Part XIII, Line 2d - Other Adjustments: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Annual Appeal | NameOfEvent1 |
| Gross Receipts Event1 | 113174 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 113174 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 1133 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Gala | NameOfEvent2 |
| Gross Receipts Event2 | 37574 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 9230 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 28344 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 3204 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 65141 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 65141 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 51288 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 215889 | GrossReceiptsTotal |
| Charitable Contributions Total | 122404 | CharitableContributionsTotal |
| Gross Revenue Total Events | 93485 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 55625 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 55625 | DirectExpenseSummaryEvents |
| Net Income Summary | 37860 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Trustees Derek Smith and Rebecca Smith are married. In addition, Trustees Christine Zampell and Kristin Zampell have a mother-daughter relationship. | |
| Form 990, Part VI, Section B, line 11 | The Finance Committee reviews the Form 990 during one of their meetings prior to filing the Form 990. | |
| Form 990, Part VI, Section B, line 12c | Each year the policy is discussed with the Trustees. Every other year, or upon appointment of a new Trustee, the Trustees are required to provide written confirmation about their knowledge of the policy. | |
| Form 990, Part VI, Section B, line 15a | The Board of Trustees, in executive session not including the Executive Director, discusses and approves the Executive Director's salary. They also consider whether the salary would be comparable to other Executive Director positions at comparable museums. | |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, financial statements and Form 990 are immediately made available to the public by calling the Museum's office, walking into the Museum's office or mailing in a request to the Museum. The Form 990 and financial statements are also available through the Massachusetts Attoney General's office/website. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 10,874. | Changes in Net Assets or Fund Balances: |
Comments