PRESERVATION SOCIETY OF NEWPORT COUNTY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION SOCIETY OF NEWPORT COUNTY (EIN 05-0252708)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-02-02
- IRS object ID
- 201100339349300305
- Schema version
- 2009v1.7
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-02T08:59:30-06:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050252708 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRES | NameControl |
| Phone | 4018471000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BELLEVUE AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M BURRESS | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 4018471000 | Phone |
| Date Signed | 2011-01-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Deborah A Hopkins | Name |
| Phone | 4012742001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TRUDY COXE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BELLEVUE AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27463780 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.NEWPORTMANSIONS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | TO PROTECT, PRESERVE, AND PRESENT AN EXCEPTIONAL COLLECTION OF HOUSE MUSEUMS AND LANDSCAPES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 376 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 109873 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -51524 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4559632 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4069435 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8948449 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9188343 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -5984697 | InvestmentIncomePriorYear |
| Investment Income Current Year | 516254 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1445231 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1472721 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8968615 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15246753 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8643494 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8163060 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 109544 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 127272 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 627040 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6793983 | OtherExpensePriorYear |
| Other Expenses Current Year | 7206096 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15547021 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15496428 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6578406 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -249675 | RevenuesLessExpensesCY |
| Total Assets BOY | 31003866 | TotalAssetsBOY |
| Total Assets EOY | 37113227 | TotalAssetsEOY |
| Total Liabilities BOY | 7055084 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6212205 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23948782 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30901022 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PRESERVATION SOCIETY OF NEWPORT COUNTY'S MISSION IS TO PROTECT, PRESERVE, AND PRESENT AN EXCEPTIONAL COLLECTION OF HOUSE MUSEUMS AND LANDSCAPES IN ONE OF THE MOST HISTORICALLY INTACT CITIES IN AMERICA. WE HOLD IN PUBLIC TRUST THE NEWPORT MANSIONS, WHICH ARE AN INTEGRAL PART OF THE LIVING FABRIC OF NEWPORT, RHODE ISLAND. THESE SITES EXEMPLIFY THREE CENTURIES OF THE FINEST ACHIEVEMENTS IN AMERICAN ARCHITECTURE, DECORATIVE ARTS, AND LANDSCAPE DESIGN SPANNING THE COLONIAL ERA TO THE GILDED AGE. THROUGH OUR HISTORIC PROPERTIES, EDUCATIONAL PROGRAMS, AND RELATED ACTIVITIES WE ENGAGE THE PUBLIC IN THE STORY OF AMERICA'S VIBRANT CULTURAL HERITAGE. WE SEEK TO INSPIRE AND PROMOTE AN APPRECIATION OF THE VALUE OF PRESERVATION TO ENRICH THE LIVES OF PEOPLE EVERYWHERE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13246104 | Expense |
| Revenue | 10545808 | Revenue |
| Description | THE PRESERVATION SOCIETY OF NEWPORT COUNTY PRESERVES ELEVEN HISTORIC MANSIONS, INCLUDING SEVEN NATIONAL HISTORIC LANDMARKS AND EIGHTY ACRES OF PARKS, GARDENS AND GROUNDS, REPRESENTING MORE THAN 250 YEARS OF SOCIAL AND ARCHITECTURAL HISTORY. EACH YEAR OVER 750,000 VISITORS TAKE REGULARLY-SCHEDULED TOURS OF THE SOCIETY'S PROPERTIES TO LEARN ABOUT THE BUILDINGS AND THE MEN AND WOMEN WHO GAVE RISE TO THESE SPECIAL PLACES. IN ADDITION TO GENERAL TOURS, THE PRESERVATION SOCIETY OFFERS MANY OTHER LEARNING OPPORTUNITIES, DESIGNED TO PRESENT ITS HOUSES AND COLLECTIONS TO A BROAD AND DIVERSE AUDIENCE IN AS MANY INTERESTING AND ENLIGHTENING WAYS AS POSSIBLE. THESE PROGRAMS INCLUDE INTERNATIONAL SYMPOSIA AND FORUMS, STUDY DAYS, LECTURES, WORKSHOPS, FILMS, TOURS, AND THE OPPORTUNITY FOR VISITORS TO EXPERIENCE THE TYPE OF GRAND ENTERTAINING FOR WHICH THEY WERE BUILT. EDUCATIONAL PROGRAMS ARE OFFERED YEAR-ROUND. | Description |
| Total Program Service Expense | 13246104 | 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 | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 50 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 376 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES M BURRESS | NamePerson |
| Telephone Number | 4018471000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BELLEVUE AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MR PIERRE DUPONT IRVING | |||||||
| CHAIRMAN | 20.00 | X | X | 0 | 0 | 0 | |
| MRS A LESLIE BALLARD | |||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| MRS EDWIN G FISCHER | |||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| MR DAVID P LEYS | |||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| MR DONALD O ROSS | |||||||
| TREASURER/CHAIRMAN | 10.00 | X | X | 0 | 0 | 0 | |
| MRS A T STAUTBERG JR | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| ARTHUR W MURPHY ESQ | |||||||
| TRUSTEE/ASST. SEC. | 5.00 | X | X | 0 | 0 | 0 | |
| MRS RICHARD I BURNHAM | |||||||
| ASST. SEC./TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| MRS ALEXANDER CUSHING | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR PETER S DAMON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR EUGENE B ROBERTS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR RONALD LEE FLEMING | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MRS SARAH GEWIRZ | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR DAVID B FORD | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MRS CHRIS R GREENMAN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR JOSEPH W HAMMER | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MS LEILA JENKINS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MRS PETER D KIERNAN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR DAVID E P LINDH | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR RICHARD C LOEBS JR | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MRS GARY MOORE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR JOHN D MUGGERIDGE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| FRANK N RAY ESQ | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR ANDREW REILLY | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MRS ROCKWELL STENSRUD | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MRS GUY FC VAN PELT | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MR WILLIAM F WILSON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| TRUDY COXE | |||||||
| CEO & EXECUTIVE DIRECTOR | 60.00 | X | 210030 | 0 | 21315 | ||
| JAMES M BURRESS | |||||||
| DIRECTOR OF FINANCE | 45.00 | X | 120616 | 0 | 18718 | ||
| MR JOHN R RODMAN | |||||||
| DIR. MUSEUM EXPERIENCE | 45.00 | 112192 | 0 | 17515 | X | ||
| MR PHILIP PELLETIER | |||||||
| DIR. OF SPECIAL EVENTS | 45.00 | 102864 | 0 | 6100 | X | ||
| MS CYNTHIA O'MALLEY | |||||||
| DIR. OF RETAIL SALES | 45.00 | 101408 | 0 | 11009 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 647110 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 74657 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FINE CATERING BY RUSSELL MORIN | |||||
| 95 FRANK MOSSBERG DRIVE | ATTLEBORO | MA | 02703 | CATERING SERVICES | 213944 |
| LODI WELDING CO INC | |||||
| 133 WILLOW GROVE STREET | HACKETTSTOWN | NJ | 07840 | CONSTRUCTION SERVICES | 181958 |
| CROCKER ARCHITECTUAL INC | |||||
| 129 SOUTHBRIDGE STREET | NORTH OXFORD | MA | 01537 | CONSTRUCTION SERVICES | 142868 |
| MARTS & LUNDY | |||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | CAPITAL CAMPAIGN COUNSEL | 119447 |
| CLARK'S SECURITY INC | |||||
| PO BOX 172 | FALL RIVER | MA | 02722 | SECURITY | 117858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 25092 | FundraisingEvents |
| All Other Contributions | 4044343 | AllOtherContributions |
| Noncash Contributions | 692703 | NoncashContributions |
| Total Contributions | 4069435 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 7103363 | 7103363 |
| PROGRAM EVENTS | 900099 | 1908850 | 1908850 |
| ACADEMIC PROGRAMS | 900099 | 108127 | 108127 |
| REPRODUCTION INCOME | 900099 | 68003 | 68003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9188343 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 542737 | TotalRevenueColumn |
| Exclusion | $542,737 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10648218 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10674701 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -26483 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26483 | TotalRevenueColumn |
| Exclusion | -$26,483 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 22740 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 25092 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 17357 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5383 | TotalRevenueColumn |
| Exclusion | $5,383 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2992935 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1524969 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1467966 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1357465 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 110501 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UBIT FROM PARTNERSHIP | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -628 | TotalRevenueColumn |
| Unrelated Business Revenue | -628 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -628 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15246753 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10545808 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 109873 | UnrelatedBusinessRevenue |
| Exclusion | $521,637 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383499 | Total |
| Program Services | 262726 | ProgramServices |
| Management And General | 82423 | ManagementAndGeneral |
| Fundraising | 38350 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6345073 | Total |
| Program Services | 5417375 | ProgramServices |
| Management And General | 671634 | ManagementAndGeneral |
| Fundraising | 256064 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137811 | Total |
| Program Services | 114152 | ProgramServices |
| Management And General | 16678 | ManagementAndGeneral |
| Fundraising | 6981 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615558 | Total |
| Program Services | 516521 | ProgramServices |
| Management And General | 77012 | ManagementAndGeneral |
| Fundraising | 22025 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681119 | Total |
| Program Services | 609979 | ProgramServices |
| Management And General | 48502 | ManagementAndGeneral |
| Fundraising | 22638 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34697 | Total |
| Program Services | 6851 | ProgramServices |
| Management And General | 27846 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97124 | Total |
| Management And General | 97124 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127272 | Total |
| Fundraising | 127272 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121446 | Total |
| Management And General | 121446 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433623 | Total |
| Program Services | 309170 | ProgramServices |
| Management And General | 87461 | ManagementAndGeneral |
| Fundraising | 36992 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652566 | Total |
| Program Services | 652566 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 873581 | Total |
| Program Services | 850271 | ProgramServices |
| Management And General | 18608 | ManagementAndGeneral |
| Fundraising | 4702 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88868 | Total |
| Management And General | 76488 | ManagementAndGeneral |
| Fundraising | 12380 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 694643 | Total |
| Program Services | 694643 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76816 | Total |
| Program Services | 61970 | ProgramServices |
| Management And General | 11158 | ManagementAndGeneral |
| Fundraising | 3688 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13389 | Total |
| Management And General | 13389 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54047 | Total |
| Management And General | 54047 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385751 | Total |
| Program Services | 385751 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 769696 | Total |
| Program Services | 729611 | ProgramServices |
| Management And General | 28372 | ManagementAndGeneral |
| Fundraising | 11713 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EVENT SUPPLIES | 750169 | 739768 | 10401 | |
| REPAIRS & MAINTENANCE | 531517 | 531517 | ||
| Collection maint. & res | 427604 | 427604 | ||
| SPECIAL PROJECTS | 417246 | 356005 | 60338 | 903 |
| EQUIPMENT & MAINTENANCE | 270527 | 262944 | 7583 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512786 | Total |
| Program Services | 316680 | ProgramServices |
| Management And General | 112774 | ManagementAndGeneral |
| Fundraising | 83332 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15496428 | Total |
| Program Services | 13246104 | ProgramServices |
| Management And General | 1623284 | ManagementAndGeneral |
| Fundraising | 627040 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111300 | BOY |
| EOY | 232001 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 878760 | BOY |
| EOY | 682150 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97049 | BOY |
| EOY | 79548 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199428 | BOY |
| EOY | 163377 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 686394 | BOY |
| EOY | 853030 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332001 | BOY |
| EOY | 206350 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11285405 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5400134 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5696302 | BOY |
| EOY | 5885271 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17250992 | BOY |
| EOY | 22516466 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5001640 | BOY |
| EOY | 6495034 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750000 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31003866 | BOY |
| EOY | 37113227 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3061639 | BOY |
| EOY | 1174525 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492808 | BOY |
| EOY | 509344 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3449880 | BOY |
| EOY | 4487651 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50757 | BOY |
| EOY | 40685 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7055084 | BOY |
| EOY | 6212205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5052234 | BOY |
| EOY | 7787839 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8283878 | BOY |
| EOY | 12500183 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10612670 | BOY |
| EOY | 10613000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23948782 | BOY |
| EOY | 30901022 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31003866 | BOY |
| EOY | 37113227 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3846459 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3151907 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5756628 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4559632 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4069535 | CurrentTaxYear |
| Total | 21384161 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10736268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10968293 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11636185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10975057 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12113275 | CurrentTaxYear |
| Total | 56429078 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14582727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14120200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17392813 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15534689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16182810 | CurrentTaxYear |
| Total | 77813239 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 214406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 132558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 105973 | CurrentTaxYear |
| Total | 452937 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 701857 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 150000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1014702 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1615175 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56794 | CurrentTaxYear |
| Total | 3538528 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 701857 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 150000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1229108 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1747733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 162767 | CurrentTaxYear |
| Total | 3991465 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 73821774 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 394898 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 450708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 619760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 638565 | CurrentTaxYearMinus1Year |
| Current Tax Year | 542109 | CurrentTaxYear |
| Total | 2646040 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 394898 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 450708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 619760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 638565 | CurrentTaxYearMinus1Year |
| Current Tax Year | 542109 | CurrentTaxYear |
| Total | 2646040 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 239268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 200216 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144624 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 133624 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68003 | CurrentTaxYear |
| Total | 785735 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15216893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14771124 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18157197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16306878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16792922 | CurrentTaxYear |
| Total | 81245014 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90860 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03260 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03270 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 4 | TotalNumberOfEasements |
| Nmbr Hist Struct Easements | 4 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 10.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 0 | 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 | 22163996 | BeginningOfYearBalance |
| Contributions | 74232 | Contributions |
| Investment Earnings Or Losses | 7816899 | InvestmentEarningsOrLosses |
| Other Expenditures | 1573987 | OtherExpenditures |
| End Of Year Balance | 28481140 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33231744 | BeginningOfYearBalance |
| Contributions | 25661 | Contributions |
| Investment Earnings Or Losses | -9315782 | InvestmentEarningsOrLosses |
| Other Expenditures | 1580441 | OtherExpenditures |
| Administrative Expenses | 197186 | AdministrativeExpenses |
| End Of Year Balance | 22163996 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.62740 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.37260 | PermanentEndowmentEOYBalance |
| 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 | 1126428 | OtherCostOrOtherBasis |
| Book Value | 1126428 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5615664 | OtherCostOrOtherBasis |
| Depreciation | 2137862 | Depreciation |
| Book Value | 3477802 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 265155 | OtherCostOrOtherBasis |
| Depreciation | 153809 | Depreciation |
| Book Value | 111346 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4278158 | OtherCostOrOtherBasis |
| Depreciation | 3108463 | Depreciation |
| Book Value | 1169695 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5885271 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Cash | 2099212 | F |
| OTHER FIXED INCOME | 2565196 | F |
| PRIVATE EQUITY PARTNERSHIPS | 1830626 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6495034 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE | Description |
| Amount | $40,685 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 40685 | TotalOfAmounts |
| Total Revenue | 15246753 | TotalRevenue |
| Total Expenses | 15496428 | TotalExpenses |
| Excess Or Deficit For Year | -249675 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7428678 | NetUnrealizedGLOnInvestments |
| Other | -$226,763 | OtherAmount |
| Total Adjustments | 7201915 | TotalAdjustments |
| Excess Or Deficit Per FS | 6952240 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24096311 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7428678 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 7428678 | RevenueNotRptdF990 |
| Revenue Subtotal | 16667633 | RevenueSubtotal |
| Investment Expenses Not Included | 121446 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -1542326 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1420880 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15246753 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16917308 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1542326 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1542326 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15374982 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 121446 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 121446 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15496428 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part II, Line 9: | Description of How Organization Reports Conservation Easements: | THE PRESERVATION SOCIETY OF NEWPORT COUNTY HOLDS CONSERVATION EASEMENTS ON FOUR PROPERTIES, WHICH WERE PRIMARILY FORMERLY OWNED BY THE SOCIETY. THE SOCIETY DOES NOT ACCEPT DONATED EASEMENTS NOR DOES IT PURCHASE EASEMENTS AS PART OF ITS PROGRAM ACTIVITIES. THERE IS NO VALUE ASSIGNED TO THE SOCIETY'S CONSERVATION EASEMENTS, AND NO FINANCIAL TRANSACTIONS ARISE FROM ITS EASEMENTS. THEREFORE, THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF ACTIVITIES OR THE STATEMENT OF FINANCIAL POSITION. |
| Part III, Line 1a: | PER THE SOCIETY'S FINANCIAL STATEMENT FOOTNOTES: THE HISTORICAL COLLECTIONS ARE NOT CAPITALIZED BY THE SOCIETY. IN ADDITION, THE SOCIETY DOES NOT CAPITALIZE REPAIRS OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS. ALL PURCHASES OF COLLECTION ITEMS AND RESTORATION OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE EXPENDITURE IS MADE. DONATIONS OF HISTORICAL COLLECTION ITEMS ARE RECORDED IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS AT THEIR FAIR OR APPRAISED VALUES ON THE DATE OF DONATION AND ARE EXPENSED IN THE YEAR RECEIVED IN ACCORDANCE WITH THE SOCIETY'S NON-CAPITALIZATION POLICY. | |
| Part III, Line 4: | THE COLLECTIONS OF THE PRESERVATION SOCIETY OF NEWPORT COUNTY'S HOUSE MUSEUMS, COMPRISING OVER 50,000 OBJECTS, REFLECT THE ORGANIZATION'S MISSION TO PRESENT AND PRESERVE AMERICAN ARCHITECTURE AND DECORATIVE ARTS SPANNING THE COLONIAL ERA TO THE GILDED AGE. THE COLLECTIONS, OTHER THAN ARCHIVAL MATERIALS AND FRAGILE TEXTILES, ARE PERMANENTLY EXHIBITED IN THEIR ORIGINAL HISTORIC CONTEXT OF DOMESTIC INTERIORS AND REFLECT A UNIQUE SURVEY OF THE EVOLUTION OF AMERICAN DESIGN. | |
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING MAINTAINING THE HISTORIC HOUSES AND OTHER HISTORICAL TREASURES IN THE ORGANIZATION'S COLLECTIONS AND SUPPORTING CERTAIN ANNUAL EDUCATIONAL EVENTS. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The Society is exempt from income taxes as a public charity under Section 501(c)(3) of the Internal Revenue Code. Management believes that the Society has done nothing during the past year that would jeopardize its tax-exempt status at either the state or federal level. Authoritative guidance requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Society's tax returns to determine whether the tax positions are "more likely than not" to be sustained by the applicable tax authority. Tax positions not deemed to meet the "more likely than not" threshold would be recorded as a tax benefit or expense in the current year. The Society annually files IRS Form 990 - Return of Organization Exempt From Income Tax reporting various information that the IRS uses to monitor the activities of tax-exempt entities. The Society also annually files IRS Form 990-T - Exempt Organization's Business Income Tax Return for all of its taxable transactions. These tax returns are subject to review by the taxing authorities. The federal income tax returns for 2007, 2008, and 2009 are subject to examination by the IRS, generally for three years after they were filed. The Society currently has no tax examinations in progress. For the Society's tax year ending March 31, 2010 the Society paid no income taxes related to its taxable sales. |
| Part XI, Line 8 - Other Adjustments: | DONATED COLLECTION ITEMS NOT CAPITALIZED: -226763. | |
| Part XII, Line 4b - Other Adjustments: | EXPENSES IN PART VIII, LINE 10B: -1524969. EXPENSES IN PART VIII, LINE 8B: -17357. | |
| Part XIII, Line 2d - Other Adjustments: | EXPENSES IN PART VIII, LINE 10B: 1524969. EXPENSES IN PART VIII, LINE 8B: 17357. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 127272 | AmountRetainedByContractor |
| Net To Organization | -127272 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 127272 | TotalRetainedByContractors |
| Total Net To Organization | -127272 | TotalNetToOrganization |
| Licensed States | RI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 47832 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 25092 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 22740 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7684 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 6277 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 3396 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 47832 | GrossReceiptsTotal |
| Charitable Contributions Total | 25092 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22740 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7684 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 6277 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 3396 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 17357 | DirectExpenseSummaryEvents |
| Net Income Summary | 5383 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUDY COXE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 210030 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9932 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11383 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 231345 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 5 | ReturnReference |
| Explanation | PHILLIP PELLETIER RECEIVES INCENTIVE COMPENSATION BASED ON BOOKED EVENTS. IN 2009, PHILLIP PELLETIER RECEIVED BASE COMPENSATION OF $95,000 AND INCENTIVE COMPENSATION OF $7,864. | Explanation |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 226763 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EVENT SUPPLIES | 13 | 185400 | COST OR SELLING PRICE PER THE DONOR |
| X | ADVERTISEMENT AND PROMOTIONAL | 8 | 269340 | COST OR SELLING PRICE PER THE DONOR |
| X | TRAVEL AND LODGING | 4 | 11200 | COST OR SELLING PRICE PER THE DONOR |
| 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 | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | FOR CONTRIBUTIONS OF ITEMS WHICH ARE ACCESSIONED, THE ORGANIZATION IDENTIFIES EACH GIFT RECEIVED AND REPORTS THE TOTAL NUMBER OF GIFTS (SOME GIFTS CONTAIN MULITPLE ITEMS). FOR OTHER TYPES OF NON-CASH CONTRIBUTIONS, THE ORGANIZATION IDENTIFIES EACH DONOR BY PURPOSE, SUCH AS A SPECIFIC EVENT. THE ORGANIZATION REPORTS THE SUM OF THE TOTAL NUMBER OF CONTRIBUTORS FOR EACH PURPOSE. SOME CONTRIBUTORS ARE INCLUDED MULTIPLE TIMES, FOR EACH DISCRETE INSTANCE OF PROVIDING A NON-CASH CONTRIBUTION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE FORM 990 HAS BEEN PREPARED BY THE SOCIETY'S EXTERNAL AUDITORS AND REVIEWED IN DRAFT WITH THE CHIEF EXECUTIVE OFFICER, DIRECTOR OF FINANCE AND THE TREASURER. CORRECTIONS AND CHANGES WERE MADE AS NECESSARY. THE BOARD HAS DELEGATED THE PROCESS OF REVIEWING THE 990 TO THE DIRECTOR OF FINANCE, THE CHIEF EXECUTIVE OFFICER, THE TREASURER AND THE CHAIRMAN OF THE BOARD. |
| Form 990, Part VI, Section B, line 12c | EACH YEAR THE ORGANIZATION'S CODE OF ETHICS IS PROVIDED TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE CODE AND SIGN A STATEMENT INDICATING THAT THEY UNDERSTAND IT, HAVE REPORTED ALL POTENTIAL CONFLICTS DURING THE PAST YEAR IN ACCORDANCE WITH THE POLICY AND WILL REPORT ALL POTENTIAL CONFLICTS DURING THE COMING YEAR. ALL POTENTIAL CONFLICTS ARE EVALUATED BY THE BOARD TO DETERMINE IF A CONFLICT ACTUALLY EXISTS. IN THOSE INSTANCES WHERE THE POTENTIAL TRANSACTION IS A CONFLICT THE BOARD EXAMINES THE TRANSACTION AND A VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. |
| Form 990, Part VI, Section B, line 15a | ANNUALLY THE COMPENSATION COMMITTEE OF THE BOARD CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE CEO. THE REVIEW ALSO ESTABLISHES THE CEO'S COMPENSATION FOR THE FOLLOWING YEAR. THIS PROCESS INVOLVES THE EVALUATION OF THE CEO, AND A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM THE FORMS 990 OF SIMILAR ORGANIZATIONS. THE COMMITTEE'S DELIBERATION AND DECISION ARE NOTED IN THE MINUTES OF THE MEETING. THE PAY FOR ALL OTHER EMPLOYEES, INCLUDING THE DIRECTOR OF FINANCE, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES, IS DETERMINED BY THE CHIEF EXECUTIVE OFFICER. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND PUBLIC TAX RETURNS AVAILABLE UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION CURRENTLY DOES NOT CHARGE FOR THE COPIES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSNC HOLDINGS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BELLEVUE AVE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050479546 | EIN |
| Primary Activities | HOLDS TITLE TO WAREHOUSE HOUSING PSNC INVENTORY | PrimaryActivities |
| Legal Domicile State | RI | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 181144 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY | BusinessNameLine1 |
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