ARCHITECTURAL HERITAGE FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ARCHITECTURAL HERITAGE FOUNDATION INC (EIN 04-2400219)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-13
- IRS object ID
- 202102259349301960
- Schema version
- 2019v5.2
- 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 | 2021-08-13T10:19:31-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042400219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHITECTURAL HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCH | BusinessNameControlTxt |
| Phone | 6175237210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WESTERN AVE NO 8 | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN MCDONNELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175237210 | PhoneNum |
| Signature | 2021-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2021-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SEAN MCDONNELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WESTERN AVE NO 8 | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,092,717 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AHFBOSTON.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | ARCHITECTURAL HERITAGE FOUNDATION, INC ("AHF") WAS ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS ON AUGUST 17, 1966 FOR THE PURPOSE OF PRESERVING BUILDINGS HAVING HISTORICALLY SIGNIFICANT OR NOTABLE BUILDING OR LANDSCAPE ARCHITECTURE, IN AN ECONOMICALLY VIABLE FASHION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,339 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $121,543 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $284,563 | CYProgramServiceRevenueAmt |
| PY Investment Income | $805,733 | PYInvestmentIncomeAmt |
| CY Investment Income | -$360,975 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $927,276 | PYTotalRevenueAmt |
| CY Total Revenue | -$46,073 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $648,821 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $675,660 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,830 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $614,003 | PYOtherExpensesAmt |
| CY Other Expenses | $854,109 | CYOtherExpensesAmt |
| PY Total Expenses | $1,262,824 | PYTotalExpensesAmt |
| CY Total Expenses | $1,529,769 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$335,548 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,575,842 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,488,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,137,143 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,597,107 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,602,126 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,891,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,535,017 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AHF'S PRIMARY MISSION IS PRESERVING BUILDINGS OF HISTORICAL SIGNIFICANCE, CONSERVING AND PROTECTING NOTABLE BUILDINGS, LANDSCAPE ARCHITECTURE OR OTHER OPEN SPACES OF ENVIRONMENTAL OR HISTORICAL SIGNIFICANCE AND IDENTIFYING APPROPRIATE USES FOR SUCH PROPERTIES. IT'S MISSION IS TO PRESERVE AND REVITALIZE HISTORIC STRUCTURES AND SPACES, TRANSFORMING SUCH SITES TO INVIGORATE THE COMMUNITIES IN WHICH THEY RESIDE. IT SEEKS TO INSPIRE COMMUNITIES AND STRENGTHEN CULTURAL, ENVIRONMENTAL AND ECONOMIC VITALITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,236,385 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $280,205 | RevenueAmt |
| Desc | RESTORATION AND REDEVELOPMENT OF CERTAIN HISTORIC AND ARCHITECTURALLY SIGNIFICANT PROPERTIES THROUGHOUT MASSACHUSETTS, INCLUDING BUILDINGS IN BOSTON, WORCESTER, LAWRENCE AND OTHER CITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,946 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,358 | RevenueAmt |
| Desc | PROVIDE HISTORIC MANAGEMENT SERVICES TO CERTAIN HISTORIC AND ARCHITECTURALLY SIGNIFICANT PROPERTIES PRIMARLIY IN BOSTON. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,256,331 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN MCDONNELL PRESIDENT | PersonNm |
| Phone | 6175237210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WESTERN AVE STE 8 | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 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 |
|---|---|---|---|---|---|---|---|
| SEAN MCDONNELL | |||||||
| PRESIDENT/DIRECTOR | 40.00 | 2.00 | Yes (X) | Yes (X) | $261,600 | $0 | $54,600 |
| LISA M CAMPOLI | |||||||
| CHAIR/DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAMUEL L RICHARDSON | |||||||
| CLERK/DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LORYN SHEFFNER | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW BURNES | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIANA S WEBB | |||||||
| TREASURER | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $261,600 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRUNERCOTT ARCHITECTS | |||||
| 225 FRIEND STREET SUITE 701 | BOSTON | MA | 02114 | ARCHITECTURAL SERVICES | $341,789 |
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 829709 | PHILADELPHIA | PA | 191829709 | FINANCIAL, PROJECT & ACCOUNTING SERVICES | $171,980 |
| KROKIDAS & BLUESTEIN | |||||
| 600 ATLANTIC AVENUE | BOSTON | MA | 02210 | LEGAL SERVICES | $144,428 |
| LEGGAT MCCALL PROPERTIES LLC | |||||
| 10 POST OFFICE SQUARE 13TH FLOOR | BOSTON | MA | 02109 | REAL ESTATE ADVISORS | $114,775 |
| FOLEY HOAG LLP | |||||
| 155 SEAPORT BOULEVARD | BOSTON | MA | 02210 | LEGAL SERVICES | $114,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $20,339 | GovernmentGrantsAmt |
| All Other Contributions | $10,000 | AllOtherContributionsAmt |
| Total Contributions | $30,339 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEVELOPER FEE INOCME | 900099 | $266,667 | $266,667 |
| SERVICE FEE INCOME | 900099 | $13,538 | $13,538 |
| MISCELLANEOUS INCOME | 900099 | $4,358 | $4,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $284,563 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587,298 | TotalRevenueColumnAmt |
| Exclusion | $587,298 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,190,517 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,138,790 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$948,273 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$948,273 | TotalRevenueColumnAmt |
| Exclusion | -$948,273 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $284,563 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$360,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,200 | TotalAmt |
| Program Services | $276,675 | ProgramServicesAmt |
| Management And General | $31,620 | ManagementAndGeneralAmt |
| Fundraising | $7,905 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,487 | TotalAmt |
| Program Services | $227,104 | ProgramServicesAmt |
| Management And General | $3,383 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,016 | TotalAmt |
| Program Services | $8,764 | ProgramServicesAmt |
| Management And General | $1,002 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,626 | TotalAmt |
| Program Services | $85,354 | ProgramServicesAmt |
| Management And General | $1,272 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,331 | TotalAmt |
| Program Services | $28,693 | ProgramServicesAmt |
| Management And General | $2,921 | ManagementAndGeneralAmt |
| Fundraising | $717 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,344 | TotalAmt |
| Program Services | $9,883 | ProgramServicesAmt |
| Management And General | $4,461 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Management And General | $36,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,903 | TotalAmt |
| Program Services | $16,509 | ProgramServicesAmt |
| Management And General | $53,394 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,365 | TotalAmt |
| Program Services | $266,620 | ProgramServicesAmt |
| Management And General | $88,728 | ManagementAndGeneralAmt |
| Fundraising | $17 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,181 | TotalAmt |
| Program Services | $29,651 | ProgramServicesAmt |
| Management And General | $7,296 | ManagementAndGeneralAmt |
| Fundraising | $234 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,500 | TotalAmt |
| Program Services | $57,105 | ProgramServicesAmt |
| Management And General | $9,855 | ManagementAndGeneralAmt |
| Fundraising | $540 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,394 | TotalAmt |
| Program Services | $8,889 | ProgramServicesAmt |
| Management And General | $1,427 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,664 | TotalAmt |
| Program Services | $4,313 | ProgramServicesAmt |
| Management And General | $345 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,976 | TotalAmt |
| Program Services | $184,976 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,455 | TotalAmt |
| Program Services | $2,077 | ProgramServicesAmt |
| Management And General | $358 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,405 | TotalAmt |
| Program Services | $12,855 | ProgramServicesAmt |
| Management And General | $12,550 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECT DEVELOPMENT COS | $21,214 | $21,214 | ||
| PAYROLL PROCESSING & 40 | $11,068 | $4,076 | $6,953 | $39 |
| MEMBERSHIP & EVENTS | $8,650 | $7,050 | $1,600 | |
| DUES & SUBSCRIPTIONS | $4,990 | $4,523 | $443 | $24 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,529,769 | TotalAmt |
| Program Services | $1,256,331 | ProgramServicesAmt |
| Management And General | $263,608 | ManagementAndGeneralAmt |
| Fundraising | $9,830 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41 | BOYAmt |
| EOY | $41 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,916,763 | BOYAmt |
| EOY | $2,184,777 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,291 | BOYAmt |
| EOY | $4,797 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,535,000 | BOYAmt |
| EOY | $5,535,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,846 | BOYAmt |
| EOY | $15,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,736 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,213 | BOYAmt |
| EOY | $7,881 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,614,554 | BOYAmt |
| EOY | $15,596,636 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,320,432 | BOYAmt |
| EOY | $6,792,531 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,488,140 | BOYAmt |
| EOY | $30,137,143 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,171 | BOYAmt |
| EOY | $99,602 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,373 | BOYAmt |
| EOY | $276,745 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,201,563 | BOYAmt |
| EOY | $7,225,779 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,597,107 | BOYAmt |
| EOY | $7,602,126 | 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 | $20,872,242 | BOYAmt |
| EOY | $22,535,017 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,018,791 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,891,033 | BOYAmt |
| EOY | $22,535,017 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,488,140 | BOYAmt |
| EOY | $30,137,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,575,842 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,219,826 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,330,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,339 | CurrentTaxYearAmt |
| Total | $5,360,368 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $966,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,125,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $419,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,563 | CurrentTaxYearAmt |
| Total | $21,916,858 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $966,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,455,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $419,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,902 | CurrentTaxYearAmt |
| Total | $27,277,226 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $27,277,226 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $731,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $587,298 | CurrentTaxYearAmt |
| Total | $1,628,658 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $731,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $587,298 | CurrentTaxYearAmt |
| Total | $1,628,658 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $966,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,491,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $692,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $853,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $902,200 | CurrentTaxYearAmt |
| Total | $28,905,884 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96380 | PublicSupportPY509Pct |
| Investment Income CY | 0.05630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03620 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,736 | DepreciationAmt |
| Book Value | $7,881 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,881 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN HISTORIC SPEEDWAY LLC | $307,850 | C |
| INVESTMENT IN WORCESTER MEMORIAL AUDITORIUM | $697,276 | C |
| INVESTMENT IN RODMAN LANDMARK | $145,000 | C |
| INVESTMENT IN SPEEDWAY LAND LLC | $2,041,246 | C |
| INVESTMENT IN HISTORIC SPEEDWAY MM LLC | $3,601,159 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $6,792,531 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $2,500 |
| LINE OF CREDIT BORROWING | $7,067,825 |
| MINORITY INTEREST | $155,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,225,779 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN MCDONNELL | PersonNm |
| Title | PRESIDENT/DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $255,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $6,600 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,384 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $38,216 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $316,200 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | GYM MEMBERSHIP FEES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARIANA WEBB AND SEAN MCDONNELL HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | COMPANY FINANCE PERSONNEL AND THE PRESIDENT WORK WITH THE TAX ACCOUNTANTS TO PREPARE A DRAFT OF THE FORM 990. ONCE SATISFIED WITH THE DRAFT RETURN, IT IS CIRCULATED TO THE FULL BOARD FOR REVIEW. THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED BY THE FULL BOARD TO AFFIRMATIVELY SIGN OFF ON THE RETURN BEFORE IT IS SIGNED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY CHECKLIST IS COMPLETED ANNUALLY BY ALL THE BOARD MEMBERS. IT IS REVIEWED BY MANAGEMENT AND STAFF AND FOLLOW-UP, IF ANY, IS ADDRESSED AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS IN PLACE A BOARD-APPROVED POLICY GOVERNING EXECUTIVE COMPENSATION. THERE WAS NO CHANGE TO THE COMPENSATION OF THE PRESIDENT IN THIS FISCAL YEAR AND NO REVIEW OF THE COMPENSATION PERFORMED IN FY20. THE PRESIDENT'S COMPENSATION IS REVIEWED PERIODICALLY BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS AND THE PROCESS OF DETERMINING THE COMPENSATION INCLUDES SOME OR ALL OF THE FOLLOWING ACIVITY: ENGAGING IN OUTSIDE CONSULTANT TO ASSIST THE PERSONNEL COMMITTEE OF THE BOARD WITH REVIEW OF COMPENSATION, USE OF PUBLICALLY AVAILABLE DATA OF COMPARABLE ORGANIZATIONS AND COMPARABLE POSITIONS, REVIEWED OF PUBLISHED COMPENSATION STUDIES, AND REVIEW OF ANNUAL PERFORMANCE MEASURES. A WRITTEN REPORT IS REVIEWED WITH THE PRESIDENT AND THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 266,620. MANAGEMENT AND GENERAL EXPENSES 88,728. FUNDRAISING EXPENSES 17. TOTAL EXPENSES 355,365. |
| FORM 990, PART XII, LINE 2C | OVERSIGHT OF AUDIT & SELECTION OF INDEPENDENT ACCOUNTANT THE FULL BOARD APPROVES THE SELECTION FOR THE INDEPENDENT ACCOUNTANT AND THE EXECUTIVE COMMITTEE AND MANAGEMENT ASSUME RESPONSIBILITY FOR OVERSIGHT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VI, SECTION B, LINE 16B | JOINT VENTURE POLICY MANAGEMENT AND BOARD OF THE ORGANIZATION HAVE A DRAFT POLICY WRITTEN AND CONTINUE TO DISCUSS ISSUES SURROUNDING JOINT VENTURE PARTICIPATION WITH A NON-PROFIT, WITH REFERENCE TO BEST-PRACTICE, WRITTEN POLICIES AND DISCUSSIONS WITH LEGAL COUNSEL. IT INTENDS TO COMPLETE FULL IMPLEMENTATION OF THE WRITTEN POLICY PERTAINING TO JOINT VENTURE ARRANGEMENTS. HOWEVER, IN THE INTERIM, WHERE HISTORIC REAL ESTATE DEVELOPMENT CONDUCTED BY THE ORGANIZATION RELIES ON TAX INCENTIVES PROVIDED BY THE IRC, AND WHERE LEVERAGE PROVIDED BY FOR-PROFIT PARTICIPATION IN SUCH REAL ESTATE RE-DEVELOPMENT IS CRITICAL TO SUCCESS OF THE ORGANIZATION'S MISSION-BASED ACTIVITY, IT IS CAREFULLY CONSIDERING DOCUMENTS AND AGREEMENTS OF EACH POTENTIAL JOINT VENTURE TO INDIVIDUALLY ADDRESS AHF'S NON-PROFIT CONCERNS AS WELL AS A SPECIFIC PROJECT'S NEEDS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| HCL ACQUISITION LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 042400219 | HELD INTEREST IN REAL ESTATE, NOW IN WIND-DOWN | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| HCL DEVELOPER LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 042400219 | HOLDS INTEREST IN HCL ACQUISITION LLC | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| AHF DEVELOPER LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 042400219 | TO HOLD INTEREST IN DEVELOPMENT AGREEMENTS | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| AHF HISTORIC PROPERTY MANAGER LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 042400219 | PROPERTY MANAGEMENT | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| AHF MASTER TENANT LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 042400219 | OWNERSHIP INTEREST IN A LLC | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| SPEEDWAY ASSOCIATES LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 811107203 | INVEST, IMPROVE & REDEVELOP HISTORIC PROPERTY | MA | $0 | $0 | ARCHITECTURAL HERITAGE FOUNDATION |
| HISTORIC SPEEDWAY MM LLC | |||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 842811218 | SERVE AS MANAGING MEMBER FOR SYNDICATED REAL ESTATE LLC'S OF AHF | MA | $0 | $3,620,939 | ARCHITECTURAL HERITAGE FOUNDATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RODMAN LANDMARK INC | ||||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 043018253 | TITLE-HOLDING CORPORATION | MA | 501(C)(2) | N/A | ARCHITECTURAL HERITAGE FOUNDATION | 0 |
| AHF SUPPORT CORPORATION | ||||||||||
| 525 WESTERN AVE STE 8 | BRIGHTON | MA | 02135 | 842977264 | SERVE AS TAX-EXEMPT MEMBER FOR SYNDICATED REAL ESTATE ENTITIES FOR AHF | MA | 501(C)(3) | LINE 12A, I | ARCHITECTURAL HERITAGE FOUNDATION | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM RODMAN ASSOCIATES LLP | |||||||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | 043016075 | RENTAL OF REAL ESTATE | MA | N/A | ||||||
| SPEEDWAY LAND LLC | |||||||||||||
| 525 WESTERN AVE STE 8 | BOSTON | MA | 02135 | 833243890 | INVEST, IMPROVE & REDEVELOP REAL PROPERTY | MA | ARCHITECTURAL HERITAGE FOUNDATION | NONE DURING FY20 | $1,885,793 | 0 | Yes (1) | 0.75000 | |
| HISTORIC SPEEDWAY LLC | |||||||||||||
| 525 WESTERN AVE STE 8 | BOSTON | MA | 02135 | 842798224 | INVEST, IMPROVE & REDEVELOP REAL PROPERTY | MA | N/A | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC SPEEDWAY MM LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WESTERN AVE STE 8 | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842811218 | EIN |
| Primary Activities | SERVE AS MANAGING MEMBER FOR AHF'S SYNDICATED REAL ESTATE LLC'S | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHITECTURAL HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $3,620,939 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HISTORIC SPEEDWAY LLC | ||
| R | $2,383,362 | ACCRUAL |
| AHF SUPPORT CORPORATION | ||
| S | $151,000 | ACCRUAL |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990,SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | HISTORIC SPEEDWAY MM LLC WAS ORIGINALLY FORMED AS A DISREGARDED ENTITY. FOR ITS CALENDAR YEAR 2020, IT CONVERTED TO A C CORPORATION. SINCE ARCHITECTURAL HERITAGE FOUNDATION HAS A FISCAL YEAR END OF SEPTEMBER 30, 2020, HISTORIC SPEEDWAY MM LLC WAS A DISREGARDED ENTITY FOR PART OF AHF'S FISCAL YEAR (10/1/19 - 12/31/19) AND A C CORPORATION FOR THE REMAINING PART OF AHF'S FISCAL YEAR (1/1/20 - 9/30/20). THEREFORE HISTORIC SPEEDWAY MM LLC HAS BEEN REPORTED ON BOTH PART I AND PART IV OF SCHEDULE R. | ExplanationTxt |