MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC (EIN 04-6003248)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349314207
- 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 | 2017-11-15T15:37:37-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046003248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBLEHEAD MUSEUM & HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARB | BusinessNameControlTxt |
| Phone | 7816311768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 WASHINGTON STREET | AddressLine1Txt |
| City | MARBLEHEAD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM M PETERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7816311768 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 16:00:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAM M PETERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 WASHINGTON STREET | AddressLine1Txt |
| City | MARBLEHEAD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,065,599 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARBLEHEADMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1902 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 112 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $192,937 | PYContributionsGrantsAmt |
| CY Contributions Grants | $225,012 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,546 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,512 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74,623 | PYInvestmentIncomeAmt |
| CY Investment Income | $218,577 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,300 | PYOtherRevenueAmt |
| CY Other Revenue | $1,215 | CYOtherRevenueAmt |
| PY Total Revenue | $306,406 | PYTotalRevenueAmt |
| CY Total Revenue | $464,316 | 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 | $149,861 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $144,437 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47,212 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $146,029 | PYOtherExpensesAmt |
| CY Other Expenses | $132,854 | CYOtherExpensesAmt |
| PY Total Expenses | $295,890 | PYTotalExpensesAmt |
| CY Total Expenses | $277,291 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,516 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $187,025 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,823,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,959,906 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,471 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,925 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,810,907 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,927,981 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $160,228 | ExpenseAmt |
| Revenue | $18,622 | RevenueAmt |
| Desc | THE MARBLEHEAD MUSEUM ACHIEVES ITS MISSION TO PRESERVE, PROTECT AND PROMOTE THE UNIQUE HISTORY OF MARBLEHEAD THROUGH A VARIETY OF PROGRAMS AND INITIATIVES FOR CHILDREN AND ADULTS. THE MUSEUM AND THE LEE MANSION ARE OPEN TUESDAY THROUGH SATURDAY FROM JUNE THROUGH OCTOBER. THE MUSEUM REMAINS OPEN YEAR ROUND, WHILE THE LEE MANSION IS SEASONAL.ADMISSION TO THE LEE MANSION IS $10 PER PERSON. APPROXIMATELY 6000 PEOPLE VISIT THE MANSION ANNUALLY. THE MUSEUM DOES NOT CHARGE ADMISSION, AND THE CHANGING EXHIBIT AND THE FROST GALLERY ARE OPEN TO VISITORS. THE STAFF IS ALSO AVAILABLE TO HELP WITH RESEARCH QUESTIONS. THE MUSEUM'S THIRD PROPERTY, THE CIVIL WAR AND G.A.R. MUSEUM, IS OPEN ON SATURDAYS IN SPRING, SUMMER AND FALL, WITH NO ADMISSION CHARGE.CHILDREN'S PROGRAMMING INCLUDES AFTER SCHOOL WORKSHOPS, GUIDED TOURS AND ACTIVITIES AT THE LEE MANSION AND THE FROST GALLERY, STAFF VISITS TO CLASSROOMS AND INTERN PROJECTS FOR HIGH SCHOOL AND COLLEGE STUDENTS. ALL CHILDREN'S PROGRAMMING IS FREE. APPROXIMATELY 1000 STUDENTS, FROM 3RD AND 8TH GRADES OF MARBLEHEAD PUBLIC SCHOOLS VISIT ANNUALLY. AN AVERAGE OF 4 TO 6 STUDENTS FROM LOCAL HIGH SCHOOLS AND COLLEGES WORK ONE ON ONE WITH STAFF THROUGHOUT THE YEAR AS INTERNS.PROGRAMMING FOR ADULTS FOCUSES ON THE SPRING AND FALL LECTURE SERIES, SPONSORED BY MARBLE HARBOR INVESTMENT COUNSEL. A TOTAL OF 10-12 LECTURES ARE OFFERED EACH YEAR. ALSO, WALKING TOURS OF HISTORIC MARBLEHEAD TAKE PLACE THE SUMMER AND FALL. DAYTIME LECTURE SERIES, KNOWN AS BROWN BAG LUNCHES, ARE OFFERED AT NO CHARGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,637 | ExpenseAmt |
| Desc | THE MUSEUM HAS OVER 60,000 CATALOGUED OBJECTS, ARTIFACTS AND PERSONAL PAPERS ITS COLLECTION. MOST OF THE FURNITURE, PAINTINGS AND DECORATIVE ARTS ARE ON DISPLAY IN THE LEE MANSION. A PORTION OF THE MUSEUM'S COLLECTION IS AVAILABLE ONLINE THROUGH THE MUSEUM'S WEBSITE, MARBLEHEADMUSEUM.ORG. THE MUSEUM'S CURATOR WORKS WITH RESEARCHERS BOTH IN PERSON AND THROUGH EMAIL AND TELEPHONE REQUESTS. PURCHASES FOR THE MUSEUM COLLECTION ARE LIMITED. THERE WERE NO ADDITIONS TO THE COLLECTIONS THROUGH PURCHASE IN 2016. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,674 | ExpenseAmt |
| Desc | THE MARBLEHEAD MUSEUM OFFERS CHANGING EXHIBITS, USUALLY TWO TO THREE EACH YEAR, IN THE MUSEUM'S CHANGING EXHIBIT GALLERY. IN 2016 THE MUSEUM'S EXHIBITS WERE MARBLEHEAD AND THE GRAND BANKS, FEATURING PAINTINGS BY JO.J. FROST, MARBLEHEAD FOLK ARTIST, AND ARTIFACTS AND IMAGES RELATED TO GRAND BANKS FISHING AND THE MARBLEHEAD FEMALE HUMANE SOCIETY: 1816-2016, CELEBRATING THE 200TH ANNIVERSARY OF THE PHILANTHROPIC ORGANIZATION DEDICATED TO HELPING WOMEN. BOTH EXHIBITS WERE SUPPORTED BY LECTURES AND PROGRAMS RELATED TO THEIR THEMES. LECTURES ABOUT FISHING AND MARITIME TRADITIONS INCLUDED A TALK BY SUSAN FUNK OF MYSTIC SEAPORT, AND A TALK BY CAPTAIN YANN CARIOU OF THE HERMIONE, AN 18TH CENTURY VESSEL REPRODUCED AS FRANCE'S REPRESENTATIVE OF INTERNATIONAL TALL SHIPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $168,539 | 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 | 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 | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM M PETERSON | PersonNm |
| Phone | 7816311768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 WASHINGTON STREET | AddressLine1Txt |
| City | MARBLEHEAD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JACK ATTRIDGE | ||||||
| PRESIDENT/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY DRINKER | ||||||
| 1ST V.P./DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATTY PEDERSON | ||||||
| 2ND V.P./DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM DOWNING | ||||||
| SECRETARY/DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL MEEHAN | ||||||
| TREASURER (1/16-4/16)/DIRECTOR (FULL YR) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE BARBOUR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA HUNKINS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELINDA HUFF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS KENNEDY | ||||||
| DIRECTOR (APPOINTED 4/2016) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA LAUSIER | ||||||
| DIRECTOR (FULL YR)/TREASURER (APPT 4/2016) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIBBY MOORE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EUGENE RECORD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAEVE RICE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $48,000 | $0 | $0 | |
| BEVERLY SIMPSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM SALTSMAN | ||||||
| DIRECTOR (APPOINTED 4/2016) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOE HOMAN | ||||||
| DIRECTOR (APPOINTED 4/2016) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAM PETERSON | ||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $48,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $29,485 | MembershipDuesAmt |
| All Other Contributions | $195,527 | AllOtherContributionsAmt |
| Noncash Contributions | $15,569 | NoncashContributionsAmt |
| Total Contributions | $225,012 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,512 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,512 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,472 | TotalRevenueColumnAmt |
| Exclusion | $37,472 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,250 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,061 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$9,811 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,811 | TotalRevenueColumnAmt |
| Exclusion | -$9,811 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $762,594 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $581,489 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $181,105 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,105 | TotalRevenueColumnAmt |
| Exclusion | $181,105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,075 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $4,159 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,916 | TotalRevenueColumnAmt |
| Exclusion | $11,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,684 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,574 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$890 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $464,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,622 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $220,682 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Program Services | $24,000 | ProgramServicesAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
| Fundraising | $12,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,582 | TotalAmt |
| Program Services | $50,758 | ProgramServicesAmt |
| Management And General | $19,917 | ManagementAndGeneralAmt |
| Fundraising | $14,907 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,855 | TotalAmt |
| Program Services | $7,224 | ProgramServicesAmt |
| Management And General | $1,733 | ManagementAndGeneralAmt |
| Fundraising | $1,898 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929 | TotalAmt |
| Management And General | $929 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,600 | TotalAmt |
| Management And General | $9,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195 | TotalAmt |
| Management And General | $195 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,383 | TotalAmt |
| Program Services | $6,250 | ProgramServicesAmt |
| Management And General | $1,133 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,495 | TotalAmt |
| Program Services | $9,395 | ProgramServicesAmt |
| Management And General | $7,222 | ManagementAndGeneralAmt |
| Fundraising | $9,878 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,603 | TotalAmt |
| Program Services | $23,696 | ProgramServicesAmt |
| Management And General | $2,105 | ManagementAndGeneralAmt |
| Fundraising | $1,802 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,167 | TotalAmt |
| Program Services | $5,502 | ProgramServicesAmt |
| Management And General | $3,732 | ManagementAndGeneralAmt |
| Fundraising | $1,933 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,379 | TotalAmt |
| Program Services | $24,748 | ProgramServicesAmt |
| Management And General | $1,418 | ManagementAndGeneralAmt |
| Fundraising | $1,213 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MAINTENANCE | $8,655 | $8,655 | ||
| MUSEUM. COLLECTIONS & E | $8,311 | $8,311 | ||
| MEMBERSHIP & DEVELOPMEN | $3,581 | $3,581 | ||
| BANK AND CREDIT CARD FE | $1,556 | $1,556 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,291 | TotalAmt |
| Program Services | $168,539 | ProgramServicesAmt |
| Management And General | $61,540 | ManagementAndGeneralAmt |
| Fundraising | $47,212 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,801 | BOYAmt |
| EOY | $20,346 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,699 | BOYAmt |
| EOY | $211,808 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,104 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,650 | BOYAmt |
| EOY | $377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $641,183 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $217,204 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,531 | BOYAmt |
| EOY | $423,979 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,374,752 | BOYAmt |
| EOY | $1,303,028 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,841 | BOYAmt |
| EOY | $368 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,378 | BOYAmt |
| EOY | $1,959,906 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,471 | BOYAmt |
| EOY | $31,925 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,471 | BOYAmt |
| EOY | $31,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,089 | BOYAmt |
| EOY | $1,865,004 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,818 | BOYAmt |
| EOY | $62,977 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,907 | BOYAmt |
| EOY | $1,927,981 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,378 | BOYAmt |
| EOY | $1,959,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $187,025 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$69,951 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | 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 | 0 | FSAuditedInd |
| Audit Committee | 0 | 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 | $92,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225,012 | CurrentTaxYearAmt |
| Total | $922,504 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,271 | CurrentTaxYearAmt |
| Total | $229,698 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $301,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $237,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,283 | CurrentTaxYearAmt |
| Total | $1,152,202 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $20,000 | 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) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $20,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,132,202 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,722 | CurrentTaxYearAmt |
| Total | $196,671 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,722 | CurrentTaxYearAmt |
| Total | $196,671 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $341,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303,005 | CurrentTaxYearAmt |
| Total | $1,348,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83590 | PublicSupportPY509Pct |
| Investment Income CY | 0.14580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.15590 | 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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,529,269 | BeginningYearBalanceAmt |
| Contributions | $129,510 | ContributionsAmt |
| Investment Earnings Or Losses | $148,417 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $229,383 | OtherExpendituresAmt |
| End Year Balance | $1,577,813 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,550,398 | BeginningYearBalanceAmt |
| Contributions | $90,992 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,998 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $99,972 | OtherExpendituresAmt |
| Administrative Expenses | $150 | AdministrativeExpensesAmt |
| End Year Balance | $1,529,270 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,523,701 | BeginningYearBalanceAmt |
| Contributions | $11,000 | ContributionsAmt |
| Investment Earnings Or Losses | $127,892 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,224 | OtherExpendituresAmt |
| Administrative Expenses | $1,971 | AdministrativeExpensesAmt |
| End Year Balance | $1,550,398 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,265,572 | BeginningYearBalanceAmt |
| Contributions | $38,343 | ContributionsAmt |
| Investment Earnings Or Losses | $220,096 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $310 | AdministrativeExpensesAmt |
| End Year Balance | $1,523,701 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,159,971 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $155,744 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,959 | OtherExpendituresAmt |
| Administrative Expenses | $184 | AdministrativeExpensesAmt |
| End Year Balance | $1,265,572 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96010 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.03990 | 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 | $66,715 | OtherCostOrOtherBasisAmt |
| Book Value | $66,715 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $433,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $211,204 | DepreciationAmt |
| Book Value | $222,122 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,142 | OtherCostOrOtherBasisAmt |
| Book Value | $135,142 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $423,979 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE MUSEUM MAINTAINS A COLLECTION OF HISTORIC ARTIFACTS FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE AND NOT FOR FINANCIAL GAIN. THE MUSEUM EXPENSES ITEMS OBTAINED FOR ITS COLLECTIONS. IN THE RARE EVENT OF A SALE OF DEACCESSIONED ARTIFACTS, THE PROCEEDS ARE USED EXCLUSIVELY TO ACQUIRE OTHER ARTIFACTS FOR THE COLLECTION. |
| PART III, LINE 4: | THE MARBLEHEAD MUSEUM PRESERVES, PROTECTS, AND PROMOTES MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE HELD FOR THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2016 DONOR RESTRICTED FUNDING FOR PROGRAMS $ 62,977 BOARD DESIGNATED-LONG-TERM GROWTH AND SUSTAINABILITY $ 1,514,836 $ 1,577,813 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $6,140 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $6,140 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,753 | FoodAndBeverageEvent1Amt |
| Event2 | GARDEN PARTY | Event2Nm |
| Gross Receipts Event2 | $4,740 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $4,740 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $406 | FoodAndBeverageEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,195 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,195 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $16,075 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $16,075 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,159 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $4,159 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,916 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS DUES PAYING MEMBERS. THIS IS THE ONLY CLASS OF MEMBERSHIP AND THEY HAVE THE POWER TO ELECT TO ELECT THE OFFICERS OF THE ORGANIZATION |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S MEMBERS HAVE THE POWER TO VOTE ON THE NEW SLATE OF OFFICERS ELECTED AT ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT KEEP MINUTES OF ITS COMMITTEE MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR REVIEWS A DRAFT OF THE FORM 990 AS PREPARED BY INDEPENDENT TAX PROFESSIONALS AND DISCUSSES ANY QUESTIONS/ISSUES WITH THE TAX PROFESSIONALS. ONCE THE EXECUTIVE DIRECTOR ACCEPTS THE DRAFT, THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE FORM ANNUALLY. IF A CONFLICT ARISES DURING THE YEAR, THEY ARE REQUIRED TO DISCLOSE IT IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY EXECUTIVE BOARD OFFICERS WHO ALSO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE MUSEUM. |