CHARLESTON LIBRARY SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLESTON LIBRARY SOCIETY (EIN 57-0314372)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-05
- IRS object ID
- 201210969349300516
- Schema version
- 2011v1.2
- 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 | 2012-04-05T14:40:18-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271780668 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUBBARD DAVIS CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 LAKE HUNTER CIRCLE STE 207 | AddressLine1 |
| City | MOUNT PLEASANT | City |
| State | SC | State |
| ZIP Code | 29464 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570314372 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESTON LIBRARY SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 8437239912 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 KING STREET | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE CLEVELAND | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8437239912 | Phone |
| Date Signed | 2012-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL HUBBARD | Name |
| PTIN | P00412970 | PTIN |
| Phone | 8438813315 | Phone |
| Date Prepared | 2012-04-04 | 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 | ANNE CLEVELAND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 KING STREET | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2252522 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CHARLESTONLIBRARYSOCIETY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1748 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | FOUNDED IN 1748, THE CHARLESTON LIBRARY SOCIETY (THE SOCIETY) IS THE SOUTH'S OLDEST CULTURAL INSTITUTION AND THE THIRD OLDEST LIBRARY IN THE UNITED STATES. FOR MORE THAN 250 YEARS, IT HAS COLLECTED, PRESERVED AND MADE AVAILABLE CULTURAL MATERIALS FOR THE USE OF ITS MEMBERS AND RESEARCHERS AROUND THE WORLD. TODAY, IT IS A CIRCULATING LIBRARY AND A REPOSITORY OF RARE BOOKS PERIODICALS, MANUSCRIPTS, CLIPPINGS, MAPS, DIRECTORIES, ALMANACS AND VISUAL MATERIALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 277088 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 342726 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 72229 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 206238 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 316165 | InvestmentIncomePriorYear |
| Investment Income Current Year | 465636 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 20875 | OtherRevenuePriorYear |
| Other Revenue Current Year | 28674 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 686357 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1043274 | 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 | 281523 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 350075 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 15503 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 341351 | OtherExpensePriorYear |
| Other Expenses Current Year | 433883 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 622874 | TotalExpensesPriorYear |
| Total Expenses Current Year | 783958 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 63483 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 259316 | RevenuesLessExpensesCY |
| Total Assets BOY | 6696843 | TotalAssetsBOY |
| Total Assets EOY | 6457041 | TotalAssetsEOY |
| Total Liabilities BOY | 8315 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13287 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6688528 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6443754 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FOUNDED IN 1748, THE CHARLESTON LIBRARY SOCIETY (THE SOCIETY) IS THE SOUTH'S OLDEST CULTURAL INSTITUTION AND THE THIRD OLDEST LIBRARY IN THE UNITED STATES. FOR MORE THAN 250 YEARS, IT HAS COLLECTED, PRESERVED AND MADE AVAILABLE CULTURAL MATERIALS FOR THE USE OF ITS MEMBERS AND RESEARCHERS AROUND THE WORLD. TODAY, IT IS A CIRCULATING LIBRARY AND A REPOSITORY OF RARE BOOKS PERIODICALS, MANUSCRIPTS, CLIPPINGS, MAPS, DIRECTORIES, ALMANACS AND VISUAL MATERIALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 655325 | Expense |
| Revenue | 206238 | Revenue |
| Description | FOR MORE THAN 250 YEARS, IT HAS COLLECTED, PRESERVED AND MADE AVAILABLE CULTURAL MATERIALS FOR THE USE OF ITS MEMBERS AND RESEARCHERS AROUND THE WORLD. TODAY, IT IS A CIRCULATING LIBRARY AND A REPOSITORY OF RARE BOOKS PERIODICALS, MANUSCRIPTS, CLIPPINGS, MAPS, DIRECTORIES, ALMANACS AND VISUAL MATERIALS. | Description |
| Total Program Service Expense | 655325 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | 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 | 0 | 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 | 11 | 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 |
| 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE CLEVELAND EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8437239912 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 KING STREET | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| STEPHEN F GATES | ||||||||
| PRESIDENT | 8.00 | X | 0 | 0 | 0 | |||
| CONNIE WYRICK | ||||||||
| VICE - PRESIDENT | 6.00 | X | 0 | 0 | 0 | |||
| MAC HARLEY | ||||||||
| TREASURER | 6.00 | X | 0 | 0 | 0 | |||
| DR RICHARD PORCHER | ||||||||
| SECRETARY | 6.00 | X | 0 | 0 | 0 | |||
| ROBERT M BALDWIN | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| LAWRENCE BURTSCHY | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| ERICA LESESNE | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| ANGIE LECLERCQ | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| RICHARD LILLY | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| HARRIET MCDOUGAL | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| CATHIE MUNNELL SMITH | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| BETSY SAAL | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| ROY WILLIAMS III | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| MARTIN SKELLY | ||||||||
| DIRECTOR | 4.00 | 0 | 0 | 0 | X | |||
| ANNE CLEVELAND | ||||||||
| EXECUTIVE DIRECTOR | 45.00 | 92607 | 0 | 0 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 92607 | 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 | 147000 | MembershipDues |
| All Other Contributions | 195726 | AllOtherContributions |
| Total Contributions | 342726 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPEAKERS AND ARTIST EV | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 206238 | TotalRevenueColumn |
| Related Or Exempt Function Income | 206238 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 206238 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 119886 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 48700 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20026 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 28674 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28674 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28674 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1534972 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1189222 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 345750 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 345750 | TotalRevenueColumn |
| Related Or Exempt Function Income | 345750 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1043274 | TotalRevenueColumn |
| Related Or Exempt Function Income | 700548 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92607 | Total |
| Program Services | 74086 | ProgramServices |
| Management And General | 18521 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205350 | Total |
| Program Services | 155156 | ProgramServices |
| Management And General | 41070 | ManagementAndGeneral |
| Fundraising | 9124 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7019 | Total |
| Program Services | 5615 | ProgramServices |
| Management And General | 1404 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18475 | Total |
| Program Services | 13868 | ProgramServices |
| Management And General | 3695 | ManagementAndGeneral |
| Fundraising | 912 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26624 | Total |
| Program Services | 20601 | ProgramServices |
| Management And General | 5325 | ManagementAndGeneral |
| Fundraising | 698 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149681 | Total |
| Program Services | 115922 | ProgramServices |
| Management And General | 33759 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52149 | Total |
| Program Services | 41720 | ProgramServices |
| Management And General | 10429 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 81108 | 81108 | |
| ADULT PROGRAMING | 57438 | 57438 | |
| BOOKS & RESTORATION | 29154 | 29154 | |
| INVESTMENT FEES | 24042 | 19234 | 4808 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40311 | Total |
| Program Services | 41423 | ProgramServices |
| Management And General | -5881 | ManagementAndGeneral |
| Fundraising | 4769 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 783958 | Total |
| Program Services | 655325 | ProgramServices |
| Management And General | 113130 | ManagementAndGeneral |
| Fundraising | 15503 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319444 | BOY |
| EOY | 217616 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 5382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1704252 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 540150 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1172061 | BOY |
| EOY | 1164102 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5155338 | BOY |
| EOY | 5069941 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6696843 | BOY |
| EOY | 6457041 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5115 | BOY |
| EOY | 10087 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3200 | BOY |
| EOY | 3200 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8315 | BOY |
| EOY | 13287 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5374977 | BOY |
| EOY | 5180922 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1297551 | BOY |
| EOY | 1246832 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16000 | BOY |
| EOY | 16000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6688528 | BOY |
| EOY | 6443754 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6696843 | BOY |
| EOY | 6457041 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 259316 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -504090 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 228293 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 189786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 277088 | CurrentTaxYearMinus1Year |
| Current Tax Year | 342726 | CurrentTaxYear |
| Total | 1161350 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 228293 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 189786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 277088 | CurrentTaxYearMinus1Year |
| Current Tax Year | 342726 | CurrentTaxYear |
| Total | 1161350 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1161350 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 273161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 167028 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 82825 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 316165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 465636 | CurrentTaxYear |
| Total | 1304815 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39599 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 20875 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28674 | CurrentTaxYear |
| Total | 109322 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2575487 | TotalSupport |
| Gross Receipts From Admissions Etc | 278467 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.45090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43850 | 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 Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1313551 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -50719 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1262832 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1196038 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 156268 | InvestmentEarningsOrLosses |
| Other Expenditures | 38755 | OtherExpenditures |
| End Of Year Balance | 1313551 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 264000 | OtherCostOrOtherBasis |
| Book Value | 264000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1086845 | OtherCostOrOtherBasis |
| Depreciation | 436595 | Depreciation |
| Book Value | 650250 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 353407 | OtherCostOrOtherBasis |
| Depreciation | 103555 | Depreciation |
| Book Value | 249852 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1164102 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSIT FROM TENANT | Description |
| Amount | $3,200 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3200 | TotalOfAmounts |
| Total Revenue | 1043274 | TotalRevenue |
| Total Expenses | 783958 | TotalExpenses |
| Excess Or Deficit For Year | 259316 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -514090 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 10000 | DonatedServicesAndFacilities |
| Total Adjustments | -504090 | TotalAdjustments |
| Excess Or Deficit Per FS | -244774 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART III, LINE 1A: | ReturnReference |
| Explanation | THE SOCIETY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD FASB ASC 958-310-50, COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATIONS ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED FUNDS AND AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED FUNDS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECORDED IN THE STATEMENTS OF ACTIVITIES. THERE WERE NO PURCHASES OR DONATIONS OF MUSEUM COLLECTION ITEMS FOR EITHER OF THE YEARS ENDED DECEMBER 31, 2010 AND 2009. THE COLLECTION CONTAINS HISTORICALLY SIGNIFICANT ORIGINAL LETTERS AND LEGAL DOCUMENTS THAT ARE CONSIDERED PRICELESS AND ARE MAINTAINED IN A VAULT AND BOUND IN A LIGHT PROTECTED ENVIRONMENT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIST OF STATES WITH QUALIFIED HEALTH PLANS | FORM 990, PART V, LINE 13A | SC |
| FORM 990, PART VI, SECTION A, LINE 2 | EXECUTIVE DIRECTOR'S HUSBAND IS A BUSINESS PARTNER OF A BOARD MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR REVIEWS THE TAX RETURN PRELIMINARILY AND THEN HAS THE FINANCE COMMITTEE REVIEW THE RETURN WHICH INCLUDES A CPA. THE FINANCE COMMITTEE RECOMMENDS THE RETURN BE ACCEPTED TO THE FULL BOARD, WHO VOTE ON THE MOTION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY WITH MEMBERS ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS APPOINTS A HUMAN RESOURCE COMMITTEE THAT DOES A SALARY COMPARISON TO OTHER NON-PROFITS IN THE LOCAL AREA. | |
| FORM 990, PART VI, SECTION C, LINE 19 | INFORMATION IS PROVIDED THROUGH GUIDESTAR AND THE ON-LINE WEBSITE. REQUEST FOR ADDITIONAL INFORMATION MAY BE SUBMITTED TO THE EXECUTIVE DIRECTOR. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -514090. DONATED SERVICES AND USE OF FACILITIES: 10000. TOTAL TO FORM 990, PART XI, LINE 5: -504090. |
| THE FINANCE COMMITTEE REVIEWS THE FINANCIAL STATEMENT AND RECOMMENDS THE APPROVAL TO THE FULL BOARD OF DIRECTORS. |
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