HISTORIC DEERFIELD INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC DEERFIELD INC (EIN 04-2262880)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-21
- IRS object ID
- 201840529349300204
- Schema version
- 2016v3.0
- 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 | 2018-02-21T07:03:58-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MP GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE STE 900 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011444011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042262880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC DEERFIELD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 4137745581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH KALLMAN | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 4137745581 | PhoneNum |
| Signature | 2018-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH DESOUSA | PreparerPersonNm |
| PTIN | P01397406 | PTIN |
| Phone | 4137391800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.88.213.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-08 | IPDt |
| IP Tm | 16:43:04 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 51BF3A6522326C8D4533D1055AFB35510F9593DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 51BF3A6522326C8D4533D1055AFB35510F9593DC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP ZEA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84B OLD MAIN ST | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,831,194 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HISTORIC-DEERFIELD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HISTORIC DEERFIELD, INC. IS DEDICATED TO THE HERITAGE AND PRESERVATION OF DEERFIELD, MASSACHUSETTS AND THE CONNECTICUT RIVER VALLEY. ITS MUSEUMS AND PROGRAMS PROVIDE TODAY'S AUDIENCES WITH EXPERIENCES THAT CREATE AN UNDERSTANDING AND APPRECIATION OF NEW ENGLAND'S HISTORIC VILLAGES AND COUNTRYSIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 234 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $145,014 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$54,440 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,043,874 | PYContributionsGrantsAmt |
| CY Contributions Grants | $872,914 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $305,201 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $281,344 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$624,671 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,568,332 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,270,567 | PYOtherRevenueAmt |
| CY Other Revenue | $2,273,197 | CYOtherRevenueAmt |
| PY Total Revenue | $4,994,971 | PYTotalRevenueAmt |
| CY Total Revenue | $4,995,787 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,300 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,943,610 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,063,317 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $376,651 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,839,945 | PYOtherExpensesAmt |
| CY Other Expenses | $2,778,061 | CYOtherExpensesAmt |
| PY Total Expenses | $6,787,555 | PYTotalExpensesAmt |
| CY Total Expenses | $6,847,678 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,792,584 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,851,891 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,454,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,735,883 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,330,408 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,150,778 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,123,730 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,585,105 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORATIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE COLLECTIONS IN THOSE BUILDINGS. THE GOAL OF HISTORIC DEERFIELD IS TO PROVIDE THE TRAVELING PUBLIC, STUDENTS AND FAMILIES WITH A DAY-LONG EXPERIENCE IN A PLACE DEFINED BY AUTHENTICITY, HUMAN SCALE, PROFOUND HISTORIC PRESERVATION AND BEAUTY THAT DELIVERS AN UNDERSTANDING OF EARLY NEW ENGLAND LIFE WITH A MEMORABLE RECREATIONAL EVENT OF THE BEST POSSIBLE KIND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,404,776 | ExpenseAmt |
| Revenue | $281,344 | RevenueAmt |
| Desc | MUSEUM INCLUDING LIBRARY AND EDUCATIONAL PROGRAMS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $118,367 | ExpenseAmt |
| Grant | $6,300 | GrantAmt |
| Desc | FELLOWSHIP PROGRAM | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,107,900 | ExpenseAmt |
| Revenue | $2,907,483 | RevenueAmt |
| Desc | MUSEUM STORE AND INN | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,631,043 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 234 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH B KALLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137757167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HISTORIC DEERFIELD 84B OLD MAIN | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOSEPH P GROMACKI | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE K GROVES | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANN W LORD | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNDA MCCURDY HOTRA | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH PETER SPANG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WESLEY C FREDERICKS JR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| COLIN G CALLOWAY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD C MINGIN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY C CALDWELL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA A JAMES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES D SCHEWE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY BERNER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDSAY W ORMSBY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL C PETERS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN H MILLER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY J BARNARD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRASER BENNETT BEEDE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SPIVY DANGREMOND | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN M SNYDER-GRENIER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP ZEA | ||||||
| PRESIDENT | 40.00 | $190,008 | $0 | $11,000 | Yes (X) | |
| SUSAN MARTINELLI | ||||||
| ASSISTANT TREASURER | 40.00 | $93,945 | $0 | $0 | Yes (X) | |
| BETSY MCKEE | ||||||
| ASSISTANT SECRETARY | 24.00 | $15,039 | $0 | $0 | Yes (X) | |
| DEBORAH KALLMAN | ||||||
| ASSISTANT TREASURER | 40.00 | $13,013 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $312,005 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,000 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGERS | ServicesDesc |
| Compensation | $235,435 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $872,914 | AllOtherContributionsAmt |
| Noncash Contributions | $187,140 | NoncashContributionsAmt |
| Total Contributions | $872,914 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MUSEUM ADMISSION/RELATED INCOME | 900099 | $271,968 | $271,968 |
| ACADEMIC AND FELLOWSHIP INCOME | 900099 | $9,376 | $9,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $281,344 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,282,690 | TotalRevenueColumnAmt |
| Exclusion | $1,282,690 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $160,177 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $119,664 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,513 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,513 | TotalRevenueColumnAmt |
| Exclusion | $40,513 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,284,178 | SecuritiesAmt |
| Other | $41,464 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,000,000 | SecuritiesAmt |
| Other | $40,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $284,178 | SecuritiesAmt |
| Other | $1,464 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $285,642 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,907,483 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $675,743 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,231,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,086,726 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $145,014 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $590 | $590 |
| SAVINGS ACCT INTEREST | 900099 | $354 | $354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $944 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,995,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,654,656 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $145,014 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,323,203 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,300 | TotalAmt |
| Program Services | $6,300 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,577 | TotalAmt |
| Program Services | $194,609 | ProgramServicesAmt |
| Management And General | $55,484 | ManagementAndGeneralAmt |
| Fundraising | $55,484 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,962,731 | TotalAmt |
| Program Services | $2,666,692 | ProgramServicesAmt |
| Management And General | $120,829 | ManagementAndGeneralAmt |
| Fundraising | $175,210 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,965 | TotalAmt |
| Program Services | $52,318 | ProgramServicesAmt |
| Management And General | $7,367 | ManagementAndGeneralAmt |
| Fundraising | $4,280 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,623 | TotalAmt |
| Program Services | $382,686 | ProgramServicesAmt |
| Management And General | $21,260 | ManagementAndGeneralAmt |
| Fundraising | $14,677 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,421 | TotalAmt |
| Program Services | $266,001 | ProgramServicesAmt |
| Management And General | $29,781 | ManagementAndGeneralAmt |
| Fundraising | $16,639 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,352 | TotalAmt |
| Management And General | $20,352 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,450 | TotalAmt |
| Management And General | $83,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,435 | TotalAmt |
| Management And General | $235,435 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,044 | TotalAmt |
| Program Services | $103,041 | ProgramServicesAmt |
| Management And General | $2,003 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,902 | TotalAmt |
| Program Services | $275,924 | ProgramServicesAmt |
| Management And General | $2,697 | ManagementAndGeneralAmt |
| Fundraising | $2,281 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,571 | TotalAmt |
| Program Services | $373,320 | ProgramServicesAmt |
| Management And General | $15,934 | ManagementAndGeneralAmt |
| Fundraising | $34,317 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,970 | TotalAmt |
| Program Services | $48,414 | ProgramServicesAmt |
| Management And General | $11,653 | ManagementAndGeneralAmt |
| Fundraising | $2,903 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,453 | TotalAmt |
| Program Services | $366,589 | ProgramServicesAmt |
| Management And General | $864 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,747 | TotalAmt |
| Program Services | $43,462 | ProgramServicesAmt |
| Management And General | $25,087 | ManagementAndGeneralAmt |
| Fundraising | $8,198 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,171 | TotalAmt |
| Program Services | $37,864 | ProgramServicesAmt |
| Management And General | $71,823 | ManagementAndGeneralAmt |
| Fundraising | $9,484 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,893 | TotalAmt |
| Management And General | $68,893 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,586 | TotalAmt |
| Program Services | $538,027 | ProgramServicesAmt |
| Management And General | $22,253 | ManagementAndGeneralAmt |
| Fundraising | $6,306 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,929 | TotalAmt |
| Program Services | $61,139 | ProgramServicesAmt |
| Management And General | $19,933 | ManagementAndGeneralAmt |
| Fundraising | $44,857 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| EQUIPMENT RENTAL AND MA | $45,526 | $44,990 | $536 |
| CONSERVATION | $43,922 | $43,922 | |
| FELLOWSHIP | $21,328 | $21,328 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,782 | TotalAmt |
| Program Services | $104,417 | ProgramServicesAmt |
| Management And General | $24,886 | ManagementAndGeneralAmt |
| Fundraising | $1,479 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,847,678 | TotalAmt |
| Program Services | $5,631,043 | ProgramServicesAmt |
| Management And General | $839,984 | ManagementAndGeneralAmt |
| Fundraising | $376,651 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,462 | BOYAmt |
| EOY | $85,433 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,533 | BOYAmt |
| EOY | $53,225 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,366 | BOYAmt |
| EOY | $30,001 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,288 | BOYAmt |
| EOY | $443,211 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,066 | BOYAmt |
| EOY | $59,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,058,126 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,920,338 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,083,235 | BOYAmt |
| EOY | $11,137,788 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,432,201 | BOYAmt |
| EOY | $28,759,112 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,146,987 | BOYAmt |
| EOY | $24,167,407 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,454,138 | BOYAmt |
| EOY | $64,735,883 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,130 | BOYAmt |
| EOY | $340,193 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,733 | BOYAmt |
| EOY | $238,007 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,545 | BOYAmt |
| EOY | $572,578 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,408 | BOYAmt |
| EOY | $1,150,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,344,357 | BOYAmt |
| EOY | $14,983,858 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,496,502 | BOYAmt |
| EOY | $27,202,963 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,282,871 | BOYAmt |
| EOY | $21,398,284 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,123,730 | BOYAmt |
| EOY | $63,585,105 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,454,138 | BOYAmt |
| EOY | $64,735,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,851,891 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,306,570 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $187,140 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $1,819,556 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,060,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,120,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $911,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,043,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $872,914 | CurrentTaxYearAmt |
| Total | $9,009,678 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,060,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,120,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $911,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,043,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $872,914 | CurrentTaxYearAmt |
| Total | $9,009,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,459,081 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,550,597 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,300,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,244,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,224,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,325,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,282,690 | CurrentTaxYearAmt |
| Total | $6,377,393 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,387,071 | TotalSupportAmt |
| Public Support CY170 | 0.36070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.34890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 7 | TotalEasementsCnt |
| Total Acreage | 116.00 | TotalAcreageCnt |
| Historic Structure Easements | 5 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 5.00 | StaffHoursSpentEnforcementCnt |
| 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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATIONAL PROGRAMS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,341,402 | BeginningYearBalanceAmt |
| Contributions | $227,478 | ContributionsAmt |
| Investment Earnings Or Losses | $3,634,286 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,553,350 | OtherExpendituresAmt |
| End Year Balance | $31,649,816 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,231,376 | BeginningYearBalanceAmt |
| Contributions | $5,588,709 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,772,622 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,706,061 | OtherExpendituresAmt |
| End Year Balance | $31,341,402 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,642,344 | BeginningYearBalanceAmt |
| Contributions | $200,239 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,546,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,065,173 | OtherExpendituresAmt |
| End Year Balance | $32,231,376 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,474,644 | BeginningYearBalanceAmt |
| Contributions | $2,256,674 | ContributionsAmt |
| Investment Earnings Or Losses | $5,406,878 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,495,852 | OtherExpendituresAmt |
| End Year Balance | $36,642,344 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,444,346 | BeginningYearBalanceAmt |
| Contributions | $34,042 | ContributionsAmt |
| Investment Earnings Or Losses | $4,921,283 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,925,027 | OtherExpendituresAmt |
| End Year Balance | $31,474,644 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09000 | TermEndowmentBalanceEOYPct |
| 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 | $533,562 | OtherCostOrOtherBasisAmt |
| Book Value | $533,562 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,170,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,616,137 | DepreciationAmt |
| Book Value | $8,554,791 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $394,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,844 | DepreciationAmt |
| Book Value | $185,709 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,301,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,747,522 | DepreciationAmt |
| Book Value | $1,554,476 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $657,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $347,835 | DepreciationAmt |
| Book Value | $309,250 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,137,788 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST | $207,645 |
| OTHER ASSETS | $28,316 |
| BEQUEST RECEIVABLE | $23,931,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,167,407 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $10,069,888 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,306,570 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $187,140 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,020,419 | OtherRevenueAmt |
| Revenue Not Reported | $4,514,129 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,555,759 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $235,435 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$795,407 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$559,972 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,995,787 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,407,650 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $795,407 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $795,407 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,612,243 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $235,435 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $235,435 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,847,678 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | ALL SEVEN OF THE CONVERSATION EASEMENTS HELD BY THE ORGANIZATION WERE ACQUIRED PRIOR TO 2006. THE VALUE OF CONSERVATION EASEMENTS IS INCLUDED IN THE BALANCE SHEET. EXPENSES ASSOCIATED WITH MONITORING, INSPECTING, HANDLING OF VIOLATIONS, AND ENFORCING CONSERVATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCURRED ON THE ORGANIZATION'S REVENUE AND EXPENSE STATEMENT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF TRUSTS 2,020,419. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENT EXPENSE -119,664. COST OF GOODS SOLD -675,743. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 675,743. RENT 119,664. |
| SCHEDULE D PART II, QUESTION 9 | ALL SEVEN OF THE CONSERVATION EASEMENTS HELD BY THE ORGANIZATION WERE ACQUIRED PRIOR TO 2006. THE VALUE OF CONSERVATION EASEMENTS IS INCLUDED IN THE BALANCE SHEET. EXPENSES ASSOCIATED WITH MONITORING, INSPECTING, HANDLING OF VIOLATIONS, AND ENFORCING CONSERVATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCLUDED ON THE ORGANIZATION'S REVENUE AND EXPENSE STATEMENT. |
| SCHEDULE D PART III, QUESTION 4 | IN ACCORDANCE WITH THE PRACTICE USUALLY FOLLOWED BY MUSEUMS, THE ORGANIZATON DOES NOT CARRY ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION. SINCE ITEMS ACQUIRED FOR COLLECTIONS BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS ARE REPORTED AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS THAT ARE NOT ADDED TO THE COLLECTION ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENT OF FINANCIAL POSITION AT THEIR FAIR VALUES AT THE DATE OF THE GIFT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| FELLOWSHIP - STIPEND | 5 | $6,300 | BOOK |
| BOOK |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | PHILIP ZEA | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $190,008 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,000 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $201,008 | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CEO IS FURNISHED HOUSING ON THE PREMISES OF THE ORGANIZATION. |
| PART I, LINE 1B | THE CEO RESIDES ON THE ORGANIZATION'S PREMISES FOR THE CONVENIENCE OF THE ORGANIZATION. |
| PART I, LINE 4B | VICE PRESIDENT OF BUSINESS AFFAIRS/ASSISTANT TREASURER, $12,000, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,140 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $185,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FULL BOARD REVIEWS AND APPROVES THE 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES AND EMPLOYEES ARE REQUIRED TO SUBMIT SIGNED CONFILCT OF INTEREST FORMS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES ANALYZES COMPARABLE COMPENSATION DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | HISTORIC DEERFIELD PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC AT THEIR WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF TRUSTS 2,020,419. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS NOT CAPITALIZED -300,048. CHANGE IN NET ASSETS RELATED TO DEACCESSIONS 99,185. |