HISTORICAL SOCIETY OF OLD NEWBURY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF OLD NEWBURY (EIN 04-2173056)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-10-17
- IRS object ID
- 201112909349300511
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-17T09:03:05-05:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Riley & Associates PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 157 | AddressLine1 |
| City | Newburyport | City |
| State | MA | State |
| ZIP Code | 019500157 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042173056 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Historical Society of Old Newbury | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 9784622681 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 High Street | AddressLine1 |
| City | Newburyport | City |
| State | MA | State |
| ZIP Code | 019503053 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christopher Armstrong | Name |
| Title | Co-President | Title |
| Phone | 9784622681 | Phone |
| Date Signed | 2011-09-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peter Jason Riley CPA | Name |
| Phone | 9784639350 | Phone |
| Date Prepared | 2011-09-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Christopher Armstrong | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 High Street | AddressLine1 |
| City | Newburyport | City |
| State | MA | State |
| ZIP Code | 019503053 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 974220 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.newburyhist.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1877 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | The Historical Society of Old Newbury preserves and interprets the history of Old Newbury which includes Newbury, Newburyport, and West Newbury from pre-Columbian times until the present. The Society carries out its mission in part through the ownership and operation of the Cushing House Museum, the Perkins Printing and Engraving Plant, and other historic structures on the Cushing House grounds. The Society furthers its purpose through lectures, exhibits, educational programs, school tours, publications, a research library and through cooperation with area groups interested in local history.The Historical Society of Old Newbury seeks to share historical information to broaden knowledge and appreciation of the past, address historic preservation in the present, and provide a foundation for the future. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 160 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 95777 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 48926 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15312 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23115 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13025 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1219 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 44070 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17352 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 168184 | TotalRevenuePriorYear |
| Total Revenue Current Year | 88174 | 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 | 105786 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 101674 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 25272 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 522832 | OtherExpensePriorYear |
| Other Expenses Current Year | 104892 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 628618 | TotalExpensesPriorYear |
| Total Expenses Current Year | 206566 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -460434 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -118392 | RevenuesLessExpensesCY |
| Total Assets BOY | 1691261 | TotalAssetsBOY |
| Total Assets EOY | 1657239 | TotalAssetsEOY |
| Total Liabilities BOY | 2547 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2235 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1688714 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1655004 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Historical Society of Old Newbury preserves and interprets the history of Old Newbury which includes Newbury, Newburyport, and West Newbury from pre-Columbian times until the present. The Society carries out its mission in part through the ownership and operation of the Cushing House Museum, the Perkins Engraving and Printing Plant, and other historic structures on the Cushing House grounds. The Society furthers its purpose through lectures, exhibits, educational programs, school tours, publications, a research library, and through cooperation with area groups interested in local history.The Historical Society of Old Newbury seeks to share historical information to broaden knowledge and appreciation of the past, address historic preservation in the present, and provide a foundation for the future. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 161878 | Expense |
| Grants | 3517 | Grants |
| Revenue | 23115 | Revenue |
| Description | The preservation and exhibition of historic buildings, artwork, artifacts, documents, furniture and photographs relevant to the area through operation of the Cushing House Museum. This is accomplished through lectures, exhibits, educational programs, school tours, publications, a research library, and through cooperation with area groupls interested in local history. | Description |
| Total Program Service Expense | 161878 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9784622681 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 High Street | AddressLine1 |
| City | Newburyport | City |
| State | MA | State |
| ZIP Code | 01950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| Christopher Armstrong | |||||||
| Co-President | 5.00 | X | X | 0 | 0 | 0 | |
| Dave Mack | |||||||
| Co-President | 5.00 | X | X | 0 | 0 | 0 | |
| Margie Gillis | |||||||
| Vice President | 5.00 | X | X | 0 | 0 | 0 | |
| Al Clifford | |||||||
| Immediate Past President | 1.00 | X | X | 0 | 0 | 0 | |
| Marie Vander Sande | |||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Fred Barclay | |||||||
| Treasurer | 5.00 | X | X | 0 | 0 | 0 | |
| Martha Bower | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Sally Chandler | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Deborah Chiaravalloti | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Joyce Enderle | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Les Ferlazzo | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Kelly Gray | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Katie Haried | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Craig Holt | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Kathleen Malynn | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mark Moquin | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Lillian Newbert | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Cathy Strauss | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Lois Walker Valeo | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ruth Yesair | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dick Johnson | |||||||
| Directors Emeriti | 0 | 0 | 0 | X | |||
| Sylvia Lunt | |||||||
| Directors Emeriti | 0 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 20635 | MembershipDues |
| All Other Contributions | 28291 | AllOtherContributions |
| Total Contributions | 48926 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Program Fees | 900099 | 14288 | 14288 |
| Publications | 900099 | 4331 | 4331 |
| Museum Admissions | 900099 | 3705 | 3705 |
| Deaccessions | 900099 | 791 | 791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23115 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48229 | TotalRevenueColumn |
| Exclusion | $48,229 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 834607 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 884055 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -49448 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -49448 | TotalRevenueColumn |
| Exclusion | -$49,448 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 19343 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 1991 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17352 | TotalRevenueColumn |
| Exclusion | $17,352 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88174 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23115 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,133 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79286 | Total |
| Program Services | 59465 | ProgramServices |
| Management And General | 3964 | ManagementAndGeneral |
| Fundraising | 15857 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15189 | Total |
| Program Services | 11392 | ProgramServices |
| Management And General | 759 | ManagementAndGeneral |
| Fundraising | 3038 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7199 | Total |
| Program Services | 5400 | ProgramServices |
| Management And General | 359 | ManagementAndGeneral |
| Fundraising | 1440 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5870 | Total |
| Management And General | 5870 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130 | Total |
| Management And General | 130 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 935 | Total |
| Program Services | 935 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2340 | Total |
| Program Services | 1052 | ProgramServices |
| Management And General | 704 | ManagementAndGeneral |
| Fundraising | 584 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1848 | Total |
| Program Services | 1386 | ProgramServices |
| Management And General | 92 | ManagementAndGeneral |
| Fundraising | 370 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622 | Total |
| Program Services | 622 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200 | Total |
| Management And General | 1200 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19452 | Total |
| Program Services | 18555 | ProgramServices |
| Management And General | 897 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Collections | 25751 | 25751 | ||
| Maintenance | 9305 | 8364 | 941 | |
| Utilities | 8559 | 6419 | 428 | 1712 |
| Program Expenses | 8182 | 8182 | ||
| Publications | 6096 | 6096 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14602 | Total |
| Program Services | 8259 | ProgramServices |
| Management And General | 4072 | ManagementAndGeneral |
| Fundraising | 2271 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206566 | Total |
| Program Services | 161878 | ProgramServices |
| Management And General | 19416 | ManagementAndGeneral |
| Fundraising | 25272 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36065 | BOY |
| EOY | 43813 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68174 | BOY |
| EOY | 50435 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114 | BOY |
| EOY | 213 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15200 | BOY |
| EOY | 4259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 149065 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5365 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144900 | BOY |
| EOY | 143700 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1426608 | BOY |
| EOY | 1414569 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1691261 | BOY |
| EOY | 1657239 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1722 | BOY |
| EOY | 1960 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 825 | BOY |
| EOY | 275 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2547 | BOY |
| EOY | 2235 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1229034 | BOY |
| EOY | 1222202 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318797 | BOY |
| EOY | 291919 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140883 | BOY |
| EOY | 140883 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1688714 | BOY |
| EOY | 1655004 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1691261 | BOY |
| EOY | 1657239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -118392 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 84682 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 175251 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 386670 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 286885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 95777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48926 | CurrentTaxYear |
| Total | 993509 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17792 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13307 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15312 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23115 | CurrentTaxYear |
| Total | 86746 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 193043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 399977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 304105 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111089 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72041 | CurrentTaxYear |
| Total | 1080255 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1080255 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33557 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50517 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48229 | CurrentTaxYear |
| Total | 211906 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33557 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50517 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48229 | CurrentTaxYear |
| Total | 211906 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44270 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50586 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17352 | CurrentTaxYear |
| Total | 209365 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 279687 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 484640 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 393901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 205676 | CurrentTaxYearMinus1Year |
| Current Tax Year | 137622 | CurrentTaxYear |
| Total | 1501526 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.71940 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.71460 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.14110 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.12540 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 140000 | OtherCostOrOtherBasis |
| Book Value | 140000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9065 | OtherCostOrOtherBasis |
| Depreciation | 5365 | Depreciation |
| Book Value | 3700 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 143700 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 1414569 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1414569 | TotalOfBookValueSecurities |
| Total Revenue | 88174 | TotalRevenue |
| Total Expenses | 206566 | TotalExpenses |
| Excess Or Deficit For Year | -118392 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 84682 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 84682 | TotalAdjustments |
| Excess Or Deficit Per FS | -33710 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 174847 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 84682 | NetUnrealizedGainsInvestments |
| Other Revenues | 1991 | OtherRevenues |
| Revenue Not Rptd F990 | 86673 | RevenueNotRptdF990 |
| Revenue Subtotal | 88174 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 88174 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 208557 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1991 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1991 | ExpensesNotRptdF990 |
| Expenses Subtotal | 206566 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 206566 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 1a: | The Society's collection consists of historic buildings, works of art, historical artifacts and furniture. The collections are maintained for public exhibition, education and research in furtherance of public service, rather than for financial gain. In conformity with accounting policies generally followed by museums, the value of the Society's collection has been excluded from the statement of financial position, and gifts of art objects are excluded from revenue in the statement of activities. Purchases of collections and or art objects by the Society are recorded as decreases in net assets in the statement of activities. Proceeds from the sale of collection items (deaccessions) are recorded as temporarily restricted net assets for the acquisition of other collection items. During the fiscal year, the it was voted and adopted by the Board of Directors to accession the buildings and structures previously reported on the balance sheet as fixed assets to the collection of the Historical Society of Old Newbury. The adoption of this policy will bring the Society into conformity with modern museum policy. | |
| Part III, Line 4: | The Historical Society of Old Newbury's collection includes the historic buildings and stuctures: The Cushing House, Privy Building, Carriage House, Perkins Printing and Engraving Plant, Garden House and the Gothic Garden Bench. The Society's collection consists of historic buildings, works of art, historical artifacts and furniture. The collections are maintained for public exhibition, education and research in furtherance of public service, rather than for financial gain. | |
| Part X: | The Society has adopted FASB ASC 740 (formerly known as FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes), with no cumulative effect adjustment. The Society evaluates all significant tax positions as required by generally accepted accounting principles in the United States. As of March 31, 2011, the Society does not believe that it has taken any tax positions that would require the recording of any additional tax liability nor does it believe that there are any unrealized tax benefits that would either increase or decrease within the next twelve months. The Societys tax returns are subject to examination by taxing authorities generally for three years after they were filed. | Description of Uncertain Tax Positions Under FIN 48: |
| Direct Fundraising Expenses in the amount of $1,991 is deducted from gross fundraising income on the Statement of Revenue in Part VIII on the 990. This amount is not included in gross income on the audited financial Statements. This amount is included in expenses per the audited financial statements but not included in Part IX Statement of Functional Expenses on the 990. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Garden Tour | NameOfEvent1 |
| Gross Receipts Event1 | 19343 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 19343 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 1991 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 19343 | GrossReceiptsTotal |
| Gross Revenue Total Events | 19343 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 1991 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1991 | DirectExpenseSummaryEvents |
| Net Income Summary | 17352 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | A copy of the Form 990 was provided to the Officers and Board of Directors for review and approval prior to its filing. | |
| This is achieved through self-reporting by board members and officers. | Form 990, Part VI, Section B, line 12c | |
| The Society makes its governing documents, policies and financial statements available to the public upon request. The financial statements and Form 990 are also available on the Guidestar website. In addition, the Massachusetts Form PC is available for public viewing on the state website. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 84,682. | Form 990, Part XI, line 5: |
| The Organization's oversight and selection process of the audit has not changed from the prior year. |
Comments