MILTON HISTORICAL SOCIETY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MILTON HISTORICAL SOCIETY (EIN 39-1095660)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123209349300617
- Schema version
- 2020v4.0
- 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 | 2021-11-15T23:45:09-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453800247 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTZ TAX & ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 PARKVIEW DR | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535631536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391095660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 6088687772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 245 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PIERCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6088687772 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | PIERCE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J HOLTZ | PreparerPersonNm |
| PTIN | P00799039 | PTIN |
| Phone | 6088682830 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL PIERCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 245 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $150,888 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILTONHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | HIST SOCIETY | OtherOrganizationDsc |
| Formation | 1948 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $64,630 | PYContributionsGrantsAmt |
| CY Contributions Grants | $113,119 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,321 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,882 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,426 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,110 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,514 | PYOtherRevenueAmt |
| CY Other Revenue | $2,632 | CYOtherRevenueAmt |
| PY Total Revenue | $141,891 | PYTotalRevenueAmt |
| CY Total Revenue | $148,743 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $68,830 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,206 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,376 | PYOtherExpensesAmt |
| CY Other Expenses | $50,750 | CYOtherExpensesAmt |
| PY Total Expenses | $155,206 | PYTotalExpensesAmt |
| CY Total Expenses | $117,956 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,787 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,935,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,967,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,570 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,603 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,933,581 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,964,368 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Revenue | $13,312 | RevenueAmt |
| Desc | THE MILTON HOUSE MUSEUM PROVIDED TOURS FOR VISITORS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,164 | ExpenseAmt |
| Revenue | $5,513 | RevenueAmt |
| Desc | THE MILTON HISTORICAL SOCIETY PROVIDES EXHIBITS, SPECIAL EVENTS, AND RESEARCH ACTIVITIES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $112,792 | ExpenseAmt |
| Desc | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $112,792 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $117,956 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEIGHTON KLOS | PersonNm |
| Phone | 6088687772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 245 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL PIERCE | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GENE BIER | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHUCK JACKSON | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RHONDA MITCHELL | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AL BORTLES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY CONGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE MARQUARDT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA MILLER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY PIERCE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WENDELL SISSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $4,472 | MembershipDuesAmt |
| Government Grants | $39,478 | GovernmentGrantsAmt |
| All Other Contributions | $69,169 | AllOtherContributionsAmt |
| Total Contributions | $113,119 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| OTHER PROGRAM SERVICE REVENUE | $14,131 | $14,131 |
| MUSEUM TOURS | $13,312 | $13,312 |
| AUCTION FUNDRAISER | $1,364 | $1,364 |
| ARTS & CRAFTS | $1,075 | $1,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,882 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,110 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,210 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,210 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,210 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,567 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,145 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,422 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,624 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,677 | TotalAmt |
| Program Services | $62,677 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,529 | TotalAmt |
| Program Services | $4,529 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,059 | TotalAmt |
| Program Services | $2,059 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556 | TotalAmt |
| Program Services | $1,556 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,799 | TotalAmt |
| Program Services | $16,799 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TELEPHONE | $5,730 | $5,730 |
| SERVICE CONTRACTS | $5,571 | $5,571 |
| GROUND IMPROVEMENTS | $3,683 | $3,683 |
| FUNDRAISING | $3,019 | $3,019 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,333 | TotalAmt |
| Program Services | $12,333 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,956 | TotalAmt |
| Program Services | $117,956 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,627 | BOYAmt |
| EOY | $85,447 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,726,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,000 | BOYAmt |
| EOY | $1,726,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,524 | BOYAmt |
| EOY | $154,524 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,151 | BOYAmt |
| EOY | $1,967,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,414 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570 | BOYAmt |
| EOY | $1,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570 | BOYAmt |
| EOY | $3,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,933,581 | BOYAmt |
| EOY | $1,964,368 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,933,581 | BOYAmt |
| EOY | $1,964,368 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,151 | BOYAmt |
| EOY | $1,967,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $30,787 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $71,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,119 | CurrentTaxYearAmt |
| Total | $483,460 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,769 | CurrentTaxYearAmt |
| Total | $384,147 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $151,612 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $176,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,888 | CurrentTaxYearAmt |
| Total | $867,607 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $867,607 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,110 | CurrentTaxYearAmt |
| Total | $15,686 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,110 | CurrentTaxYearAmt |
| Total | $15,686 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $151,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $153,998 | CurrentTaxYearAmt |
| Total | $883,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98220 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98160 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,726,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,726,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,726,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $1,189 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,189 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART III, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE MILTON HISTORICAL SOCIETY MANAGES THE MILTON HOUSE MUSEUM WHICH INCLUDES A COLLECTION OF HISTORICAL ART AND TREASURES. THE COLLECTION IS HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND IS THE MAIN PURPOSE FOR THE EXISTENCE OF THE HISTORICAL SOCIETY. WE DO NOT REPORT ON OUR BALANCE SHEET THE ACTUAL VALUE OF OUR COLLECTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE HISTORICAL SOCIETY IS A MEMBERSHIP BASED ORGANIZATION |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERSHIP MEETS ON AN ANNUAL BASIS TO ELECT BOARD MEMBERS AND OFFICERS |
| FORM 990, PAGE 6, PART VI, LINE 7B | OUR BY-LAWS DICTATE THE FINANCIAL AND OTHER DECISIONS THAT MUST BE APPROVED BY THE MEMBERSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A MEETING PROCEEDING THE SUBMISSION OF THE FORM |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S FORM 990 AND ANY OTHER GOVERNING BODY DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE SOCIETY'S OFFICE |
| FORM 990, PART IX, LINE 24E | BANKING & FINANCIAL FEES 2,859 0 0 EQUIPMENT RENTAL & MAINT 2,846 0 0 OTHER OPERATIONS 1,486 0 0 PRESERVATION EXPENSES 1,352 0 0 SCHOLARSHIP 1,050 0 0 PEST CONTROL 923 0 0 SALES TAX 555 0 0 BOOKS & REFERENCE 264 0 0 CLEANING SUPPLIES 240 0 0 TRAVEL & MEETINGS 240 0 0 REFUSE & RECYCLING 142 0 0 EQUIPMENT & FURNITURE PUR 128 0 0 ARCHIVAL SUPPLIES 106 0 0 MAINTENANCE SUPPLIES 96 0 0 ELEVATOR LICENSE 50 0 0 MISCELLANEOUS EXPENSES 41 0 0 MEMBERSHIP EXPENES 40 0 0 STAFF DEVELOPMENT -85 0 0 TOTAL 12,333 0 0 |