NANTUCKET HISTORICAL ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NANTUCKET HISTORICAL ASSOCIATION (EIN 04-6003451)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201243209349303879
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T11:37:32-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043037870 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01604 | 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 | 046003451 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANTUCKET HISTORICAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NANT | NameControl |
| Phone | 5082281894 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1016 | AddressLine1 |
| City | NANTUCKET | City |
| State | MA | State |
| ZIP Code | 02554 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM BOARDMAN | Name |
| Title | TREASURER | Title |
| Phone | 5082281894 | Phone |
| Date Signed | 2012-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA E KING | Name |
| PTIN | P00005629 | PTIN |
| Phone | 5087557107 | Phone |
| Date Prepared | 2012-10-12 | 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 | WILLIAM BOARDMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1016 | AddressLine1 |
| City | NANTUCKET | City |
| State | MA | State |
| ZIP Code | 02554 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6266245 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NHA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1894 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE NANTUCKET HISTORICAL ASSOCIATION PRESERVES AND INTERPRETS THE HISTORY OF NANTUCKET ISLAND AND FOSTERS AN APPRECIATION OF ITS HISTORIC SIGNIFICANCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 83 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2439646 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3667189 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 703361 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 766003 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 194909 | InvestmentIncomePriorYear |
| Investment Income Current Year | 268123 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 476376 | OtherRevenuePriorYear |
| Other Revenue Current Year | 164736 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3814292 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4866051 | 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 | 1673185 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1812789 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 549354 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2458086 | OtherExpensePriorYear |
| Other Expenses Current Year | 2832943 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4131271 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4645732 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -316979 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 220319 | RevenuesLessExpensesCY |
| Total Assets BOY | 30021072 | TotalAssetsBOY |
| Total Assets EOY | 30212513 | TotalAssetsEOY |
| Total Liabilities BOY | 153211 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 219399 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29867861 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29993114 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE NANTUCKET HISTORICAL ASSOCIATION PRESERVES AND INTERPRETS THE HISTORY OF NANTUCKET ISLAND AND FOSTERS AN APPRECIATION OF ITS HISTORIC SIGNIFICANCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1752177 | Expense |
| Revenue | 1139345 | Revenue |
| Description | CURATORIAL & COLLECTION CARE - IN ADDITION TO THE NHA'S EXTENSIVE COLLECTION OF ARTIFACTS, IT ALSO OWNS AND MAINTAINS 22 HISTORIC PROPERTIES, OF WHICH MANY ARE OPEN TO THE PUBLIC. OVER 66,000 VISITORS ENTER NHA PROPERTIES EACH YEAR TO VIEW ITEMS FROM THE PERMANENT COLLECTION AS WELL AS TRAVELING CHANGING EXHIBITIONS. THE CURATORIAL DEPARTMENT CONTINUES TO ACCESSION GIFTS TO THE COLLECTION AND DIGITIZE THE IMAGES OF THE COLLECTION TO MAKE THE DATABASE ACCESSIBLE WORLDWIDE THROUGH THE INTERNET. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1034335 | Expense |
| Revenue | 99270 | Revenue |
| Description | EDUCATION AND PUBLIC PROGRAMS - THE NHA OFFERS A YEAR-ROUND SCHEDULE OF DIVERSE EDUCATIONAL PROGRAMS AT ITS PROPERTIES AND IN LOCAL SCHOOLS. DURING THE SUMMER SESSION, THE NHA OFFERS DAILY EXHIBITION TOURS AND WALKING TOURS OF THE ISLAND, INTERPRETIVE PRESENTATIONS, AND PUBLIC ACCESS TO THE DISCOVERY ROOM, WHICH IS A FAMILY LEARNING CENTER. THROUGHOUT THE ENTIRE YEAR, THE NHA ALSO OFFERS A LECTURE SERIES, MANY OF WHICH ARE FREE TO THE PUBLIC. THE 1800 HOUSE, ONE OF THE NHA'S PROPERTIES IS DEDICATED TO CELEBRATING AND REVIVING NANTUCKET'S RICH TRADITION IN HISTORIC DECORATIVE ARTS AND CRAFTS. COURSES RUN FROM MAY THROUGH OCTOBER AND ANNUAL REGISTRATIONS TOTALED 366 IN 2010. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 521769 | Expense |
| Revenue | 8414 | Revenue |
| Description | RESEARCH LIBRARY - THE NANTUCKET HISTORICAL ASSOCIATION RESEARCH LIBRARY IS A SPECIAL COLLECTIONS REPOSITORY OF PRIMARY RESOURCES FOCUSING ON NANTUCKET HISTORY. THE COLLECTIONS CONTAIN MORE THAN 5,000 VOLUMES AND 50,000 PHOTOGRAPHS, AS WELL AS ARCHIVAL DOCUMENTS SUCH AS SHIPS' LOGS, ACCOUNT BOOKS, FAMILY PAPERS, AND SCRAPBOOKS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3308281 | 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 | 1 | 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 | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 83 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 1 | 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 | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHANNA RICHARD | NamePerson |
| Telephone Number | 5082281894 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 BROAD STREET | AddressLine1 |
| City | NANTUCKET | City |
| State | MA | State |
| ZIP Code | 02554 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CONNIE CIGARRAN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| FRANCI N CRANE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DENIS H GAZAILLE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| NAN A GESCHKE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| WHITNEY A GIFFORD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ANNE MARIE BRATTON | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOSETTE BLACKMORE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARY D MALAVASE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| SARAH B NEWTON | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ANNE S OBRECHT | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM E LITTLE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM R CAMP | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LAURA REYNOLDS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| L DENNIS SHAPIRO | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHIP CARVER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL W COZORT | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JASON TILROE | ||||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | |||
| GEORGIA GOSNELL | ||||||||
| TRUSTEE EMERITA | 2.00 | X | 0 | 0 | 0 | |||
| KATHRYN KETELSEN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KENNEDY RICHARDSON | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PHOEBE TUDOR | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM BOARDMAN | ||||||||
| TREASURER | 2.00 | 0 | 0 | 0 | X | |||
| KENNETH L BEAUGRAND | ||||||||
| VICE PRESIDENT | 2.00 | 0 | 0 | 0 | X | |||
| WILLIAM A CONGDON | ||||||||
| CLERK | 2.00 | 0 | 0 | 0 | X | |||
| JANET L SHERLUND | ||||||||
| PRESIDENT | 2.00 | 0 | 0 | 0 | X | |||
| WILLIAM TRAMPOSCH | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | 175656 | 0 | 18028 | X | X | X | |
| JOHANNA RICHARD | ||||||||
| ASSOCIATE DIRECTOR | 50.00 | 131777 | 0 | 21841 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 307433 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39869 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWIG PERKINS INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 432 | AddressLine1 |
| City | NANTUCKET | City |
| State | MA | State |
| ZIP Code | 02554 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSTRUCTION | DescriptionOfServices |
| Compensation | 299052 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 406285 | MembershipDues |
| Fundraising Events | 925525 | FundraisingEvents |
| All Other Contributions | 2335379 | AllOtherContributions |
| Total Contributions | 3667189 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 713990 | 658319 | 658319 |
| EDUCATION PROGRAMS | 713990 | 99270 | 99270 |
| LIBRARY | 713990 | 8414 | 8414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 766003 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 268123 | TotalRevenueColumn |
| Exclusion | $268,123 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 312001 | 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 | 312001 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 312001 | TotalRevenueColumn |
| Related Or Exempt Function Income | 312001 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 436000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 436000 | 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 | 211559 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 925525 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 527849 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -316290 | TotalRevenueColumn |
| Exclusion | -$316,290 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 577235 | GrossSalesOfInventory |
| Cost Of Goods Sold | 436345 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140890 | TotalRevenueColumn |
| Related Or Exempt Function Income | 140890 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 713990 | BusinessCode |
| Total Revenue Column | 28135 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28135 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 28135 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4866051 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1247029 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$48,167 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1437567 | Total |
| Program Services | 868552 | ProgramServices |
| Management And General | 371602 | ManagementAndGeneral |
| Fundraising | 197413 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375222 | Total |
| Program Services | 196155 | ProgramServices |
| Management And General | 135365 | ManagementAndGeneral |
| Fundraising | 43702 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21193 | Total |
| Management And General | 21193 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6255 | Total |
| Management And General | 6255 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34187 | Total |
| Program Services | 8574 | ProgramServices |
| Management And General | 3260 | ManagementAndGeneral |
| Fundraising | 22353 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863546 | Total |
| Program Services | 751528 | ProgramServices |
| Management And General | 56009 | ManagementAndGeneral |
| Fundraising | 56009 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20422 | Total |
| Program Services | 13165 | ProgramServices |
| Management And General | 5000 | ManagementAndGeneral |
| Fundraising | 2257 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 952398 | Total |
| Program Services | 817716 | ProgramServices |
| Management And General | 67341 | ManagementAndGeneral |
| Fundraising | 67341 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50826 | Total |
| Program Services | 25107 | ProgramServices |
| Management And General | 25719 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COLLECTION EXPENSE | 250738 | 250738 | ||
| SUBCONTRACTED SERVICES | 217480 | 120609 | 31425 | 65446 |
| PRINTING | 114956 | 75135 | 3523 | 36298 |
| SUPPLIES | 99907 | 74787 | 20514 | 4606 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201035 | Total |
| Program Services | 106215 | ProgramServices |
| Management And General | 40891 | ManagementAndGeneral |
| Fundraising | 53929 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4645732 | Total |
| Program Services | 3308281 | ProgramServices |
| Management And General | 788097 | ManagementAndGeneral |
| Fundraising | 549354 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2005148 | BOY |
| EOY | 2079438 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186597 | BOY |
| EOY | 99081 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72234 | BOY |
| EOY | 56910 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134626 | BOY |
| EOY | 137924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 24342948 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6843991 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17630992 | BOY |
| EOY | 17498957 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279268 | BOY |
| EOY | 469576 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9712207 | BOY |
| EOY | 9870627 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30021072 | BOY |
| EOY | 30212513 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153211 | BOY |
| EOY | 219399 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153211 | BOY |
| EOY | 219399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21375926 | BOY |
| EOY | 20924322 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 960662 | BOY |
| EOY | 922018 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7531273 | BOY |
| EOY | 8146774 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29867861 | BOY |
| EOY | 29993114 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30021072 | BOY |
| EOY | 30212513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 220319 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -95066 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | 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 | 3059476 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2884536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2603952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2439646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3667189 | CurrentTaxYear |
| Total | 14654799 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3059476 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2884536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2603952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2439646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3667189 | CurrentTaxYear |
| Total | 14654799 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 272848 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14381951 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1301382 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1590768 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 599601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 497019 | CurrentTaxYearMinus1Year |
| Current Tax Year | 580124 | CurrentTaxYear |
| Total | 4568894 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9324 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 202328 | CurrentTaxYearMinus1Year |
| Total | 309196 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19532889 | TotalSupport |
| Gross Receipts From Admissions Etc | 10329403 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.73630 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69090 | 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) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 2 | TotalNumberOfEasements |
| Nmbr Hist Struct Easements | 2 | NmbrHistStructEasements |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 1.00 | StaffHoursSpentOnEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9991475 | BeginningOfYearBalance |
| Contributions | 626000 | Contributions |
| Investment Earnings Or Losses | 164478 | InvestmentEarningsOrLosses |
| Other Expenditures | 441750 | OtherExpenditures |
| End Of Year Balance | 10340203 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9353000 | BeginningOfYearBalance |
| Contributions | 377918 | Contributions |
| Investment Earnings Or Losses | 659750 | InvestmentEarningsOrLosses |
| Other Expenditures | 399193 | OtherExpenditures |
| End Of Year Balance | 9991475 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7928056 | BeginningOfYearBalance |
| Contributions | 166100 | Contributions |
| Investment Earnings Or Losses | 1622990 | InvestmentEarningsOrLosses |
| Other Expenditures | 364146 | OtherExpenditures |
| End Of Year Balance | 9353000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9129177 | BeginningOfYearBalance |
| Contributions | 886172 | Contributions |
| Investment Earnings Or Losses | -1693897 | InvestmentEarningsOrLosses |
| Other Expenditures | 393396 | OtherExpenditures |
| End Of Year Balance | 7928056 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21830 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.78170 | PermanentEndowmentEOYBalance |
| 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 | 20983258 | OtherCostOrOtherBasis |
| Depreciation | 4693095 | Depreciation |
| Book Value | 16290163 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1077803 | OtherCostOrOtherBasis |
| Depreciation | 860170 | Depreciation |
| Book Value | 217633 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2281887 | OtherCostOrOtherBasis |
| Depreciation | 1290726 | Depreciation |
| Book Value | 991161 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17498957 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OTHER SECURITIES | 230000 | F |
| MUTUAL FUND | 9640627 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9870627 | TotalOfBookValueSecurities |
| Total Revenue | 4866051 | TotalRevenue |
| Total Expenses | 4645732 | TotalExpenses |
| Excess Or Deficit For Year | 220319 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -95066 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -95066 | TotalAdjustments |
| Excess Or Deficit Per FS | 125253 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5735179 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -95066 | NetUnrealizedGainsInvestments |
| Other Revenues | 964194 | OtherRevenues |
| Revenue Not Rptd F990 | 869128 | RevenueNotRptdF990 |
| Revenue Subtotal | 4866051 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4866051 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5609926 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 964194 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 964194 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4645732 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4645732 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | HISTORIC PRESERVATION OF QUAKER MEETING HOUSE & GREATER LIGHT - IT IS THE PURPOSE OF THESE RESTRICTIONS TO ASSURE THAT THE EXTERIOR, ARCHITECTURAL, HISTORIC, AND CULTURAL FEATURES OF THE BUILDINGS WILL BE RETAINED AND MAINTAINED FOREVER, SUBSTANTIALLY IN THEIR CURRENT CONDITION FOR CONSERVATION AND PRESERVATION PURPOSES AND, TO PREVENT ANY CHANGES TO THE EXTERIOR OF THE BUILDINGS THAT WILL SIGNIFICANTLY IMPAIR OR INTERFERE WITH THE BUILDINGS' PRESERVATION. RESTRICTIONS, THE TERM "EXTERIOR" REFERS TO ALL ABOVE VERTICAL, HORIZONTAL AND SLOPING SURFACES COMPRISING THE EXTERNAL ENVELOPE OF THE BUILDING INCLUDING THE WALLS, ROOFS, ROOF PENETRATIONS, WINDOWS, DOORS, AND MISCELLANEOUS ARCHITECTURAL DETAILS AND COLOR SCHEMES. THERE IS NO FINANCIAL STATEMENT REPORTING FOR THESE EASEMENTS. |
| PART III, LINE 1A: | AS ALLOWED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND FOLLOWING THE PRACTICES OF MANY MUSEUMS, THE ASSOCIATION HAS NOT CAPITALIZED ITS COLLECTION OF ITEMS OF HISTORICAL NATURE AND OTHER RELATED OBJECTS PURCHASED OR DONATED. THE COLLECTION IS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. THE ASSOCIATION CONTINUALLY REVIEWS ITS COLLECTION AND MAY DEACCESS OR ACQUIRE ADDITIONAL ITEMS. EXPENDITURES FOR ADDITIONAL COLLECTION ITEMS ARE PRESENTED AS A REDUCTION IN THE APPROPRIATE CLASS OF NET ASSETS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN UNRESTRICTED NET ASSETS. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE ASSOCIATION TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. ENDOWMENT FUNDS INCLUDE INVESTED GIFTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ASSOCIATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ASSOCIATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, THE ASSOCIATION MAY CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: - THE DURATION AND PRESERVATION OF THE FUND - THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND - GENERAL ECONOMIC CONDITIONS - THE POSSIBLE EFFECT OF INFLATION AND DEFLATION - THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS - OTHER RESOURCES OF THE ORGANIZATION - THE INVESTMENT POLICIES OF THE ORGANIZATION THE ASSOCIATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS BOARD-DESIGNATED AND OTHER ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ASSOCIATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION(REALIZED AND UNREALIZED) AND CURRENT YIELD(INTEREST, DIVIDENDS AND NET RENATL INCOME). THE ASSOCIATION HAS INVESTED IN A DIVERSIFIED MUTUAL FUND THAT TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE ASSOCIATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A CERTAIN PERCENTAGE OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR TWELVE QUARTERS THROUGH THE YEAR-END PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE ASSOCIATION CONSIDERED ITS OPERATIONAL NEEDS AND THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ASSOCIATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT FUNDS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR IMPOSED RESTRICTIONS REQUIRE THE ASSOCIATION TO RETAIN AS A FUND OF PERPETUAL DURATION. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, DEFICIENCIES OF THIS NATURE ARE REPORTED IN UNRESTRICTED NET ASSETS. SUCH DEFICIENCIES AMOUNTS TO $511,434 AND $444,251 AS OF DECEMBER 31, 2011 AND 2010 RESPECTIVELY. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE UPON THE ASSOCIATION'S STATEMENTS OF FINANCIAL POSITION, OR THE RELAED STATEMENTS OF ACTIVITIES, OR CASH FLOWS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MUSEUM SHOP - COST OF GOODS SOLD 436,345. SPECIAL EVENTS EXPENSES 527,849. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | MUSEUM SHOP - COST OF GOODS SOLD 436,345. SPECIAL EVENTS EXPENSES 527,849. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 WALL STREE WEST | AddressLine1 |
| City | LYNDHURST | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN COUNCIL; ASSISTING WITH DONOR INTERVIEWS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 44933 | AmountRetainedByContractor |
| Net To Organization | -44933 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 44933 | TotalRetainedByContractors |
| Total Net To Organization | -44933 | TotalNetToOrganization |
| Licensed States | MA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANTIQUE SHOW REVENUE | NameOfEvent1 |
| Gross Receipts Event1 | 803108 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 625719 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 177389 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 460604 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WINE FESTIVAL | NameOfEvent2 |
| Gross Receipts Event2 | 209696 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 209696 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 32088 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 124280 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 90110 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 34170 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 35157 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1137084 | GrossReceiptsTotal |
| Charitable Contributions Total | 925525 | CharitableContributionsTotal |
| Gross Revenue Total Events | 211559 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 527849 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 527849 | DirectExpenseSummaryEvents |
| Net Income Summary | -316290 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM TRAMPOSCH | |||||||||||||
| 175656 | 0 | 0 | 0 | 0 | 0 | 4998 | 0 | 13030 | 0 | 193684 | 0 | 0 | 0 |
| JOHANNA RICHARD | |||||||||||||
| 131777 | 0 | 0 | 0 | 0 | 0 | 3617 | 0 | 18224 | 0 | 153618 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ASSOCIATION REQUIRES, AS A CONDITION OF EMPLOYMENT, THAT THE DIRECTOR RESIDE IN ONE OF THE ASSOCIATION'S PROPERTIES SO THAT THE DIRECTOR CAN USE THE HOME TO HOLD MEETINGS AND OTHER FUNCTIONS FOR THE CONVENIENCE OF THE ASSOCIATION AND THE FURTHERANCE OF HIS DUTIES. THE ASSOCIATION AGREES THAT SUCH HOUSING MUST BE SUFFICIENT TO ACCOMMODATE THE DIRECTOR AND SPOUSE, IT BEING THE INTENTION OF THE PARTIES THAT THE HOUSING SHALL BE OCCUPIED ONLY BY THE DIRECTOR, HIS IMMEDIATE FAMILY AND THEIR SHORT-TERM GUESTS UNLESS OTHERWISE SPECIFICALLY AGREED. THE DIRECTOR AGREES TO BE RESPONSIBLE FOR ALL UTILITY EXPENSES, TELEPHONE AND TRASH REMOVAL IN CONNECTION WITH SUCH HOUSING, AND TO MAKE NO MATERIAL CHANGE TO THE BUILDING WITHOUT THE CONSENT OF THE PRESIDENT OF THE BOARD. THE DIRECTOR ACKNOWLEDGES THAT THE ASSOCIATION ASSUMES NO LIABILITY WITH RESPECT TO THE DIRECTOR'S PERSONAL PROPERTY, WHICH THE DIRECTOR AGREES SHALL BE HIS RESPONSIBILITY TO INSURE. WITHIN 30 DAYS OF THE TERMINATION OF THIS AGREEMENT, THE DIRECTOR SHALL VACATE THE HOUSING, LEAVING IT IN THE SAME CONDITION AS IT WAS AT THE TIME HE COMMENCED THE HOUSING, REASONABLE WEAR AND TEAR EXPECTED. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BENJAMIN SIMONS | NamePerson |
| Purpose Of Loan | MORTGAGE NOTE RECEIVABLE THAT REQUIRES MONTHLY INTEREST PAYMENTS. | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $230,000 | OriginalPrincipalAmount |
| Balance Due | 230000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 230000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 106 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | SCHEDULE M, LINE 33, NO AMOUNT REPORTED IN REVENUE RELATED TO THE CONTRIBUTIONS OF ART AND HISTORICAL ARTIFACTS ON THE ORGANIZATIONS FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G OR SCHEDULE M, PART I BECAUSE THE ORGANIZATION DOES NOT CAPITALIZE ITS COLLECTION AS ALLOWED UNDER SFAS 116. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THIS CORPORATION HAS MEMBERS THAT ELECT TRUSTEES AND AMEND BY-LAWS, | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERSHIP OF THE ASSOCIATION SHALL CONSIST OF THOSE PERSONS WHO HAVE PAID MEMBERSHIP DUES DURING THE CURRENT FISCAL YEAR AND LIFE MEMBERS. MEMBERSHIP CATEGORIES AND DUES SHALL BE DETERMINED BY THE BOARD OF TRUSTEES. EACH MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE AT ANY REGULAR OR SPECIAL MEETING OF THE ASSOCIATION, WHICH MUST BE CAST IN PERSON. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE ASSOCIATION MAY NOMINATE AND ELECT TRUSTEES, AMEND THE BY-LAWS AND TAKE SUCH OTHER ACTIONS AS ARE LAWFUL AND APPROPRIATE AT THE ANNUAL MEETING OR ANY SPECIAL MEETING. AT THE ANNUAL MEETING, THE COMMITTEE ON TRUSTEES AND GOVERNANCE SHALL NOMINATE CANDIDATES FOR ELECTION AS TRUSTEES BY THE MEMBERSHIP. THE NAMES OF THE PERSONS NOMINATED SHALL HAVE BEEN POSTED AT THE ASSOCIATION'S HEADQUARTERS AND SHALL BE MAILED TO ALL MEMBERS OF THE ASSOCIATION AT THEIR ADDRESS SHOWN ON THE BOOKS OF THE ASSOCIATION AT LEAST FOURTEEN DAYS PRIOR TO THE ANNUAL MEETING. ADDITIONAL NOMINATIONS MAY BE MADE BY ANY MEMBER OF THE ASSOCIATION IN WRITING, DELIVERED TO THE PRINCIPAL OFFICE OF THE ASSOCIATION AT LEAST THIRTY DAYS PRIOR TO THE ANNUAL MEETING, ACCOMPANIED BY THE WRITTEN CONSENT OF THE PROPOSED NOMINEE. NO OTHER NOMINATIONS SHALL BE ACCEPTED EXCEPT AS SET FORTH IN THIS SECTION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WILL BE CIRCULATED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION'S CODE IS AT THE FOREFRONT AS THEY REVIEW NEW EMPLOYEES, RECRUIT NEW MEMBERS OF THE BOARD, SELECT SUBCONTRACTORS, AND SUCH. EACH DEPARTMENT HEAD IS COGNIZANT OF THE REQUIRMENT WITHIN THE POLICY AND MONITORS THEIR STAFF. IN ADDITION, EMPLOYEES AND MEMBERS OF THE BOARD SIGN AN ACKNOWLEDGEMENT FORM THAT THEY WILL ADHERE TO THE ASSOCIATION'S CODE OF ETHICS UPON HIRE AND THEN EVERY TWO YEARS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WHEN DETERMINING THE SALARIES FOR TOP MANAGEMENT THE ASSOCIATION USES COMPARABLES FROM SIMILAR INSTITUTIONS WITH RELEVANT POSITIONS TO MAINTAIN APPROPRIATE PAY SCALES. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE TAX RETURN IS AVAILABLE ON THE ORGANIZATION'S WEBSITE | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ASSOCIATION'S ANNUAL REPORT ALSO STATES THAT THE PUBLIC IS WELCOME TO CALL THE ORGANIZATION FOR COPIES OF THESE DOCUMENTS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -95,066. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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