CALVERT MARINE MUSEUM SOCIETY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CALVERT MARINE MUSEUM SOCIETY INC (EIN 52-1363427)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-09
- IRS object ID
- 202300689349300800
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-09T06:07:22-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 GRAND CENTRAL AVE SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521363427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT MARINE MUSEUM SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 4103262042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14200 SOLOMONS ISLAND ROAD | AddressLine1Txt |
| City | SOLOMONS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20688 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES C JACKSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4103262042 | PhoneNum |
| Signature | 2023-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A SEYMOUR | PreparerPersonNm |
| PTIN | P00644232 | PTIN |
| Phone | 4105840060 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES C JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14200 SOLOMONS ISLAND ROAD | AddressLine1Txt |
| City | SOLOMONS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20688 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,140,083 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALVERTMARINEMUSEUM.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE COMMUNITY AWARENESS OF THE MUSEUM AND TO SUPPORT THE OPERATION OF THE MUSEUM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 565 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $901,272 | PYContributionsGrantsAmt |
| CY Contributions Grants | $682,025 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $429,350 | PYInvestmentIncomeAmt |
| CY Investment Income | $177,425 | CYInvestmentIncomeAmt |
| PY Other Revenue | $435,685 | PYOtherRevenueAmt |
| CY Other Revenue | $385,040 | CYOtherRevenueAmt |
| PY Total Revenue | $1,766,307 | PYTotalRevenueAmt |
| CY Total Revenue | $1,244,490 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $930,249 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $452,227 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $167,566 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $248,719 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $170,928 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $298,216 | PYOtherExpensesAmt |
| CY Other Expenses | $297,097 | CYOtherExpensesAmt |
| PY Total Expenses | $1,396,031 | PYTotalExpensesAmt |
| CY Total Expenses | $998,043 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $370,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $246,447 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,242,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,782,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,084,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,744,615 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,158,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,037,640 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROMOTE COMMUNITY AWARENESS OF THE MUSEUM AND TO SUPPORT THE OPERATION OF THE MUSEUM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $552,840 | ExpenseAmt |
| Grant | $452,227 | GrantAmt |
| Desc | PROMOTE COMMUNITY AWARENESS OF THE MUSEUM AND TO SUPPORT THE OPERATION OF THE MUSEUM. | Desc |
| Total Program Service Expenses | $552,840 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROXIE R WELCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103262042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14200 SOLOMONS ISLAND ROAD | AddressLine1Txt |
| City | SOLOMONS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20688 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| DR JOHN WEIGEL | |||||||
| CHAIR | 0.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY D LORENZINI | |||||||
| VICE CHAIR | 0.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES JACKSON | |||||||
| TREASURER | 0.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIXIE C MILLER | |||||||
| SECRETARY | 0.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAPT JOHN BRABAZON USN | |||||||
| EX OFFICIO/NON VOTING | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK E TAYLOR | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE HART | |||||||
| EX OFFICIO/NON VOTING | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| IVAN BEHEL | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA RYMER | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN DAUGHERTY | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAYMI K STERLING | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY S TRENTMAN | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY MURRAY | |||||||
| EX OFFICIO/NON VOTING | 0.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY S FRIEDMAN | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA SANDERS | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MONTY L SUDER | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CONRAD WHITE | |||||||
| MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CALVERT COUNTY TREASURER | |||||
| 175 MAIN STREET | PRINCE FREDERICK | MD | 20678 | REIMBURSEMENT OF PAYROLL / INSURANCE | $464,398 |
| WELLS FARGO | |||||
| RIVA ROAD | ANNAPOLIS | MD | 21401 | SET UP OF ACCOUNTS AND DONATION TRANSFER | $315,867 |
| TWO UP TWO DOWN LLC | |||||
| PO BOX 121859 | NASHVILLE | TN | 37212 | CONCERT ENTERTAINER | $303,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $240,922 | MembershipDuesAmt |
| Fundraising | $42,345 | FundraisingAmt |
| All Other Contributions | $398,758 | AllOtherContributionsAmt |
| Total Contributions | $682,025 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,425 | TotalRevenueColumnAmt |
| Exclusion | $177,425 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $209,747 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $209,747 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,747 | TotalRevenueColumnAmt |
| Exclusion | $209,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $589,890 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $42,345 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $495,131 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,759 | TotalRevenueColumnAmt |
| Exclusion | $94,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $465,673 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $400,462 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,211 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,323 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,323 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,244,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,534 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $481,931 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,227 | TotalAmt |
| Program Services | $452,227 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,056 | TotalAmt |
| Program Services | $51,303 | ProgramServicesAmt |
| Management And General | $162,831 | ManagementAndGeneralAmt |
| Fundraising | $8,922 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,663 | TotalAmt |
| Program Services | $5,902 | ProgramServicesAmt |
| Management And General | $18,734 | ManagementAndGeneralAmt |
| Fundraising | $1,027 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,310 | TotalAmt |
| Program Services | $1,437 | ProgramServicesAmt |
| Management And General | $2,873 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,008 | TotalAmt |
| Program Services | $9,576 | ProgramServicesAmt |
| Management And General | $5,709 | ManagementAndGeneralAmt |
| Fundraising | $8,723 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,161 | TotalAmt |
| Program Services | $2,007 | ProgramServicesAmt |
| Management And General | $1,240 | ManagementAndGeneralAmt |
| Fundraising | $3,914 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,778 | TotalAmt |
| Management And General | $7,911 | ManagementAndGeneralAmt |
| Fundraising | $11,867 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636 | TotalAmt |
| Program Services | $13 | ProgramServicesAmt |
| Management And General | $547 | ManagementAndGeneralAmt |
| Fundraising | $76 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,942 | TotalAmt |
| Management And General | $328 | ManagementAndGeneralAmt |
| Fundraising | $10,614 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,715 | TotalAmt |
| Management And General | $27,715 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,140 | TotalAmt |
| Management And General | $28,140 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,548 | TotalAmt |
| Program Services | $10,948 | ProgramServicesAmt |
| Management And General | $18,247 | ManagementAndGeneralAmt |
| Fundraising | $11,353 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| GROUND SERVICES | $100,941 | $100,941 | |
| MISCELLANEOUS | $32,918 | $13,491 | $19,427 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,043 | TotalAmt |
| Program Services | $552,840 | ProgramServicesAmt |
| Management And General | $274,275 | ManagementAndGeneralAmt |
| Fundraising | $170,928 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,007 | BOYAmt |
| EOY | $1,112,671 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,330 | BOYAmt |
| EOY | $82,730 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70 | BOYAmt |
| EOY | $112,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,405,245 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $140,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,685 | BOYAmt |
| EOY | $1,264,545 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,512,876 | BOYAmt |
| EOY | $7,209,736 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,242,968 | BOYAmt |
| EOY | $9,782,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,464 | BOYAmt |
| EOY | $133,743 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,263 | BOYAmt |
| EOY | $758,799 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,000 | BOYAmt |
| EOY | $277,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,247 | BOYAmt |
| EOY | $575,073 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,962 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,084,936 | BOYAmt |
| EOY | $1,744,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,690,654 | BOYAmt |
| EOY | $2,020,436 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,467,378 | BOYAmt |
| EOY | $6,017,204 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,158,032 | BOYAmt |
| EOY | $8,037,640 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,242,968 | BOYAmt |
| EOY | $9,782,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $246,447 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$366,839 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT MARINE MUSEUM FUND OF CALVERT COUNTY GOVERNMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526002810 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | 0 | GoverningDocumentListedInd |
| Support | $452,227 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $452,227 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | 0 | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A SECTION E, LINE 2A: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY PROVIDES ALL MONEY RAISED AND RESOURCES TO THE CALVERT MARINE MUSEUM SOCIETY INC. THE SOCIETY REVIEWS ALL ACTIVITIES TO ENSURE IT SUBSTANTIALLY IS FOR THE BENEFIT OF THE CALVERT MARINE MUSEUM SOCIETY INC. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,103,028 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$226,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $102,623 | OtherExpendituresAmt |
| End Year Balance | $5,774,069 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,190,398 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,067,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $154,460 | OtherExpendituresAmt |
| End Year Balance | $6,103,028 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,098,395 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $188,781 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $96,778 | OtherExpendituresAmt |
| End Year Balance | $5,190,398 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,652,543 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $453,572 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $107,720 | OtherExpendituresAmt |
| End Year Balance | $5,098,395 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,252,914 | BeginningYearBalanceAmt |
| Contributions | $195,000 | ContributionsAmt |
| Investment Earnings Or Losses | $331,399 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,770 | OtherExpendituresAmt |
| End Year Balance | $4,652,543 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $631,245 | OtherCostOrOtherBasisAmt |
| Book Value | $631,245 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $774,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,700 | DepreciationAmt |
| Book Value | $633,300 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,264,545 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,773,244 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$366,839 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $895,593 | OtherRevenueAmt |
| Revenue Not Reported | $528,754 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,244,490 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,244,490 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,893,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $895,593 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $895,593 | ExpensesNotReportedAmt |
| Expenses Subtotal | $998,043 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $998,043 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(1). INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE SOCIETY HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2022. THE PROVISIONS INCLUDED IN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR, WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2022, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2019 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE SOCIETY FILES TAX RETURNS. IT IS THE SOCIETY'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD - MUSEUM STORE 237,498. OPERATING EXPENSES - MUSEUM STORE 162,964. DIRECT FUNDRAISING EXPENSES 495,131. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD - MUSEUM STORE 237,498. OPERATING EXPENSES - MUSEUM STORE 162,964. DIRECT FUNDRAISING EXPENSES 495,131. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT COUNTY GOVERNMENT - MUSEUM FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97 | AddressLine1Txt |
| City | SOLOMONS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20688 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 526002810 | RecipientEIN |
| Cash Grant | $452,227 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO SUPPORT THE OPERATIONS OF THE MARINE MUSEUM | PurposeOfGrantTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYANNE HARMS | PersonNm |
| Relationship With Org | BOARD MEMBER | RelationshipWithOrgTxt |
| Loan Purpose | NOTE PAYABLE TO BOARD MEMBER IN THE ACQUISITION OF LAND | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $325,000 | OriginalPrincipalAmt |
| Balance Due | $277,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $277,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION OFFERS ANNUAL MEMBERSHIPS IN VARIOUS CATEGORIES AND HAS APPROXIMATELY 2,400 MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER REVIEWS AND SIGNS FORM 990 AFTER APPROVAL BY THE FINANCE & BUDGET COMMITTEE AND THE FORM IS APPROVED BY A QUORUM. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES COMPLETE AN ANNUAL ETHICS QUESTIONNAIRE WHICH REQUIRES DISCLOSURE OF CONFLICTS OF INTEREST. AN ETHICS COMMISSION REVIEWS THE QUESTIONNAIRES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY BYLAWS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |