HIGHLANDS HISTORICAL SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HIGHLANDS HISTORICAL SOCIETY (EIN 23-1979461)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201340449349301219
- 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 | 2013-02-13T14:12:39-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WEST GERMANTOWN PIKE SUITE 400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | 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 | 231979461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLANDS HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIGH | NameControl |
| Phone | 2156412687 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 SHEAFF LANE | AddressLine1 |
| City | FORT WASHINGTON | City |
| State | PA | State |
| ZIP Code | 19034 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET BLEEKER BLADES | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2156412687 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE ROSA CPA | Name |
| PTIN | P00079667 | PTIN |
| Phone | 2156433900 | Phone |
| 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 | CHARLES L SHEPPARD II | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 SHEAFF LANE | AddressLine1 |
| City | FORT WASHINGTON | City |
| State | PA | State |
| ZIP Code | 19034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 194863 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HIGHLANDSHISTORICAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 56261 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 32655 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36156 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26172 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3063 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4340 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 79295 | OtherRevenuePriorYear |
| Other Revenue Current Year | 77914 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 174775 | TotalRevenuePriorYear |
| Total Revenue Current Year | 141081 | 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 | 125210 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 95400 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 86902 | OtherExpensePriorYear |
| Other Expenses Current Year | 70485 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 212112 | TotalExpensesPriorYear |
| Total Expenses Current Year | 165885 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -37337 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -24804 | RevenuesLessExpensesCY |
| Total Assets BOY | 411123 | TotalAssetsBOY |
| Total Assets EOY | 374294 | TotalAssetsEOY |
| Total Liabilities BOY | 26542 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19791 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 384581 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 354503 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 156554 | Expense |
| Revenue | 61572 | Revenue |
| Description | TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. | Description |
| Total Program Service Expense | 156554 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2156412687 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 SHEAFF LANE FORT WASHINGTON PA | AddressLine1 |
| City | FORT WASHINGTON | City |
| State | PA | State |
| ZIP Code | 19034 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CHARLES L SHEPPARD II | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MORRIS DISSTON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BERNADETTE DOUGHERTY | ||||||
| RECORDING SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JULIA DISSTON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELEANOR KINGSBURY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| EDWIN N PROBERT | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSE RAMOS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| F LOUISE SCARLETT | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GARY N SMITH | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| KATIE MOULTON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GEORGE ANTHONY SMITH JR | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GEORGE TYNDALL | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSANNE B MCK WEAVER | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PEGGY CONVER | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOE INGERSOLL | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARGARET BLEECKER BLADES | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 56227 | 0 | 4020 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 56227 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4020 | 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 |
| All Other Contributions | 32655 | AllOtherContributions |
| Total Contributions | 32655 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP FEES | 900099 | 23830 | 23830 |
| TOURS/ADMISSIONS/BOOKS | 900099 | 2342 | 2342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26172 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4340 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4340 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 31060 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 31060 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31060 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31060 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20500 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20500 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 80136 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 33282 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46854 | TotalRevenueColumn |
| Exclusion | $46,854 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141081 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61572 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $46,854 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64880 | Total |
| Program Services | 64880 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27635 | Total |
| Program Services | 27635 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 484 | Total |
| Program Services | 484 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2401 | Total |
| Program Services | 2401 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9331 | Total |
| Management And General | 9331 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475 | Total |
| Program Services | 475 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4635 | Total |
| Program Services | 4635 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5791 | Total |
| Program Services | 5791 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1833 | Total |
| Program Services | 1833 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15 | Total |
| Program Services | 15 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646 | Total |
| Program Services | 646 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7940 | Total |
| Program Services | 7940 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| GARDENS/LANDSCAPING | 14719 | 14719 |
| UTILITIES | 13111 | 13111 |
| RESTORATION EXPENSES | 6165 | 6165 |
| SECURITY | 2069 | 2069 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3755 | Total |
| Program Services | 3755 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165885 | Total |
| Program Services | 156554 | ProgramServices |
| Management And General | 9331 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43187 | BOY |
| EOY | 27230 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78140 | BOY |
| EOY | 57662 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1494 | BOY |
| EOY | 1703 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 107084 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36035 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71695 | BOY |
| EOY | 71049 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216607 | BOY |
| EOY | 215650 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411123 | BOY |
| EOY | 374294 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9023 | BOY |
| EOY | 8771 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16719 | BOY |
| EOY | 10220 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800 | BOY |
| EOY | 800 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26542 | BOY |
| EOY | 19791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324932 | BOY |
| EOY | 295364 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41563 | BOY |
| EOY | 41053 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18086 | BOY |
| EOY | 18086 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384581 | BOY |
| EOY | 354503 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411123 | BOY |
| EOY | 374294 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -24804 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5274 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 119330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75974 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56485 | CurrentTaxYear |
| Total | 440262 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 119330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75974 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56485 | CurrentTaxYear |
| Total | 440262 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9837 | AmountsSubstContributorsTotal |
| Public Support Total170 | 430425 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 124036 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58204 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 55238 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45013 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35400 | CurrentTaxYear |
| Total | 317891 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 758153 | TotalSupport |
| Gross Receipts From Admissions Etc | 342777 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.56770 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.55290 | 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) |
|---|---|---|
| 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 | 18086 | BeginningOfYearBalance |
| End Of Year Balance | 18086 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17086 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| End Of Year Balance | 18086 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17086 | BeginningOfYearBalance |
| End Of Year Balance | 17086 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17086 | BeginningOfYearBalance |
| End Of Year Balance | 17086 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36577 | OtherCostOrOtherBasis |
| Depreciation | 36035 | Depreciation |
| Book Value | 542 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70507 | OtherCostOrOtherBasis |
| Book Value | 70507 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71049 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $800 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 800 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INCOME USED TO SUPPORT MISSION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SOCIETY HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED UNDER SECTION 501(A) OF THE CODE. THE SOCIETY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAS NO EFFECT ON THE NET ASSETS OF THE SOCIETY. THE SOCIETY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE FISCAL YEARS 2009, 2010 AND 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CRAFT SHOW | NameOfEvent1 |
| Gross Receipts Event1 | 64187 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 64187 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 28740 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 6250 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 6250 | GrossRevenueEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 9699 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 9699 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 4542 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 80136 | GrossReceiptsTotal |
| Gross Revenue Total Events | 80136 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 33282 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33282 | DirectExpenseSummaryEvents |
| Net Income Summary | 46854 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JULIA DISSTON AND MORRIS DISSTON ARE MOTHER AND SON. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY HAS MEMBERS THAT JOIN BY PAYING DUES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE SOCIETY ELECT THE DIRECTORS AT THE ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ALONG WITH THE EXECUTIVE DIRECTOR. | |
| FORM 990, PART VI, SECTION B, LINE 12 | BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS ON AN ANNUAL BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FINANCE COMMITTEE OF THE BOARD REVIEWS AND SETS COMPENSATION FOR ALL EMPLOYEES AS PART OF THE BUDGETARY PROCESS EACH YEAR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY MAKES ITS FINANCIAL STATEMENTS AND OTHER PERTINENT DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -5,274. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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