MILTON HISTORICAL SOCIETY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MILTON HISTORICAL SOCIETY (EIN 39-1095660)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-04
- IRS object ID
- 201502189349300205
- Schema version
- 2014v5.0
- 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 | 2015-08-04T16:42:32-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300746052 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAGEN CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 WOODGATE DR | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 |
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 | JOHN NORDLOF | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6088687772 | PhoneNum |
| Signature | 2015-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A HAGEN CPA | PreparerPersonNm |
| PTIN | P00293089 | PTIN |
| Phone | 6087548525 | PhoneNum |
| Preparation | 2015-08-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHIL WATSON | PrincipalOfficerNm |
| Gross Receipts | $88,132 | 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, ADVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 230 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $83,502 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,634 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,338 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,664 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,923 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,277 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,622 | PYOtherRevenueAmt |
| CY Other Revenue | $12,108 | CYOtherRevenueAmt |
| PY Total Revenue | $140,385 | PYTotalRevenueAmt |
| CY Total Revenue | $83,683 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,375 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,915 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $47,370 | PYOtherExpensesAmt |
| CY Other Expenses | $60,171 | CYOtherExpensesAmt |
| PY Total Expenses | $94,745 | PYTotalExpensesAmt |
| CY Total Expenses | $108,086 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $45,640 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,968,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,943,451 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,670 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $845 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,967,009 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,942,606 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ADVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $64,852 | ExpenseAmt |
| Revenue | $22,295 | RevenueAmt |
| Desc | THE MILTON HOUSE MUSEUM PROVIDED TOURS FOR VISITORS IN 2013 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $42,884 | ExpenseAmt |
| Revenue | $15,369 | RevenueAmt |
| Desc | THE MILTON HISTORICAL SOCIETY PROVIDES EXHIBITS, SPECIAL EVENTS, AND RESEARCH ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $350 | ExpenseAmt |
| Desc | THE MILTON HISTORICAL SOCIETY AWARDS ONE SCHOLARSHIP ANNUALLY TO A GRADUATING SENIOR FROM MILTON HIGH SCHOOL FOR USE IN THEIR HIGHER EDUCATION. THE STUDENT MUST HAVE A PROVEN TRACK RECORD OF COMMUNITY SERVICE AND FULFILL ACADEMIC CRITERIA BOTH IN HIGH SCHOOL AND DURING THE FIRST SEMESTER OF COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $108,086 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| 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 |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN NORDLOF | 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 (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PHIL WATSON | |||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SERENA WESTLUND | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN NORDLOF | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JANET SVEUM | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GORDY NELSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL NORDLOF | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDELL SISSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROD HILTON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM SVEUM | |||||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHUCK JACKSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG WELCH | |||||||||
| ASSISTANT TO THE ED | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BETSY LUBKE | |||||||||
| FINANCIAL ASSISTANT | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CORI OLSON | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $3,120 | MembershipDuesAmt |
| Government Grants | $13,889 | GovernmentGrantsAmt |
| All Other Contributions | $14,625 | AllOtherContributionsAmt |
| Total Contributions | $31,634 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | ||
| MUSEUM TOURS | 900099 | $22,295 | $22,295 |
| ARTS AND CRAFTS | 900099 | $10,694 | $10,694 |
| TWILIGHT TOURS | 900099 | $1,354 | $1,354 |
| CHRISTMAS CAROL PLAY | 900099 | $1,609 | $1,609 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,712 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,664 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,277 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $335 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $335 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $335 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,442 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,449 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,993 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $5,030 | $5,030 |
| UNREALIZED GAINSLOSSES | 900099 | $2,750 | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,780 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,049 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| 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 | $44,433 | TotalAmt |
| Program Services | $44,433 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,482 | TotalAmt |
| Program Services | $3,482 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028 | TotalAmt |
| Program Services | $1,028 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,464 | TotalAmt |
| Program Services | $6,464 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,213 | TotalAmt |
| Program Services | $20,213 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260 | TotalAmt |
| Program Services | $260 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BANKINGFINANCIAL FEES | $956 | $956 |
| EQUIPMENTFURNITURE PURCHASE | $141 | $141 |
| EQUIPMENT RENTALMAINTENANCE | $1,815 | $1,815 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,294 | TotalAmt |
| Program Services | $29,294 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,086 | TotalAmt |
| Program Services | $108,086 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,883 | BOYAmt |
| EOY | $57,177 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,272 | BOYAmt |
| EOY | $3,000 | 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 | $157,274 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,679 | BOYAmt |
| EOY | $1,943,451 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,670 | BOYAmt |
| EOY | $845 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,670 | BOYAmt |
| EOY | $845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,967,009 | BOYAmt |
| EOY | $1,942,606 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,967,009 | BOYAmt |
| EOY | $1,942,606 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,679 | BOYAmt |
| EOY | $1,943,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$24,403 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $41,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,633 | CurrentTaxYearAmt |
| Total | $219,845 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,351 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,664 | CurrentTaxYearAmt |
| Total | $188,951 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,442 | CurrentTaxYearAmt |
| Total | $53,707 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,739 | CurrentTaxYearAmt |
| Total | $462,503 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $462,503 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,277 | CurrentTaxYearAmt |
| Total | $20,272 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,277 | CurrentTaxYearAmt |
| Total | $20,272 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,016 | CurrentTaxYearAmt |
| Total | $482,775 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96000 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04000 | 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 |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,726,000 | OtherCostOrOtherBasisAmt |
| 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 | $845 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $845 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Collections descriptions (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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | TWO OF OUR BOARD MEMBERS ARE RELATED (FATHER AND DAUGHTER) |
| Members or stockholder classes and rights Part VI line 6 | THE HISTORICAL SOCIETY IS A MEMBERSHIP-BASED ORGANIZATION. |
| Member election for additional members Part VI line 7a | MEMBERSHIP MEETS ON AN ANNUAL BASIS TO ELECT BOARD MEMBERS AND OFFICERS |
| Governing body decisions Part VI line 7b | OUR BY-LAWS DICTATE THE FINANCIAL AND OTHER DECISIONS THAT MUST BE APPROVED BY THE MEMBERSHIP. |
| Form 990 governing body review Part VI line 11 | THE 990 FORM IS REVIEWED BY THE BOARD OF DIRECTORS AT A MEETING PROCEEDING THE SUBMISSION OF THE FORM. |
| Governing documents etc available to public Part VI line 19 | THE ORGANIZATION'S 990 FORM AND ANY OTHER GOVERNING BODY DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE SOCIETY'S OFFICE. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | REMOVAL OF ASSET |
| List of other expenses Part IX line 24e | ALL OTHER EXPENSES LISTED OUT |