NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC (EIN 04-2104757)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-06-11
- IRS object ID
- 201221639349300042
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-06-11T15:29:51-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBOROUGH | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND HISTORICAL GENEALOGICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWE | NameControl |
| Phone | 6175365740 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NEWBURY STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENTON SIMONS | Name |
| Title | ACTING CEO | Title |
| Phone | 6175365740 | Phone |
| Date Signed | 2012-06-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN R BUCKLEY CPA | Name |
| Phone | 5083669100 | Phone |
| Date Prepared | 2012-06-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS R WILCOX JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NEWBURY STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11595457 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.AMERICANANCESTORS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1845 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO COLLECT, PRESERVE, AND INTERPRET MATERIALS TO DOCUMENT AND MAKE ACCESSIBLE THE HISTORIES OF FAMILIES IN AMERICA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 66 | TotalNbrEmployees |
| Total Nbr Volunteers | 262 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5080318 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4084311 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2449022 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2844328 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1734009 | InvestmentIncomePriorYear |
| Investment Income Current Year | 913158 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 154583 | OtherRevenuePriorYear |
| Other Revenue Current Year | 115637 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5949914 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7957434 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3387490 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3703665 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1428936 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3111987 | OtherExpensePriorYear |
| Other Expenses Current Year | 4203868 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6499477 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7907533 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -549563 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 49901 | RevenuesLessExpensesCY |
| Total Assets BOY | 40640250 | TotalAssetsBOY |
| Total Assets EOY | 42381867 | TotalAssetsEOY |
| Total Liabilities BOY | 2880517 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3081574 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37759733 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39300293 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FOUNDED IN 1845, NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY IS THE COUNTRY'S OLDEST AND LARGEST NON-PROFIT GENEALOGICAL ORGANIZATION. LOCATED IN BOSTON, NEHGS COLLECTS, PRESERVES, AND INTERPRETS MATERIALS THAT HELP MAKE ACCESSIBLE THE HISTORIES OF FAMILIES IN AMERICA. THE NEHGS RESEARCH LIBRARY, ONE OF THE MOST RESPECTED GENEALOGICAL LIBRARIES IN THE FIELD, IS HOME TO MILLIONS OF BOOKS, JOURNALS, MANUSCRIPTS, PHOTOGRAPHS, MICROFILMS, DOCUMENTS, RECORDS, AND OTHER ARTIFACTS THAT DATE BACK MORE THAN FOUR CENTURIES. THE AWARD-WINNING WEB SITE WWW.AMERICANANCESTORS.ORG OFFERS ACCESS TO MORE THAN 110 MILLION NAMES IN 2,400 SEARCHABLE DATABASES. NEHGS HAS MORE THAN 25,000 MEMBERS NATIONALLY. NEHGS STAFF INCLUDES SOME OF THE LEADING EXPERT GENEALOGISTS IN THE COUNTRY, SPECIALIZING IN EARLY AMERICAN, IRISH, ENGLISH, ITALIAN, SCOTTISH, ATLANTIC AND FRENCH CANADIAN, AND JEWISH GENEALOGY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1302348 | Expense |
| Revenue | 308622 | Revenue |
| Description | RESEARCH LIBRARY-ASSISTING MEMBERS AND NON-MEMBERS IN GENEALOGICAL RESEARCH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1256286 | Expense |
| Description | WEBSITE-OPERATING AND MAINTAINING AMERICANANCESTORS.ORG | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1102858 | Expense |
| Revenue | 22502 | Revenue |
| Description | PUBLICATIONS | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 735051 | 688090 | TOURS AND SEMINARS-GENEALOGICAL TOURS AND PRESENTATIONS / SEMINARS FOR MEMBERS AND NON-MEMBERS. |
| 387427 | 1825114 | MEMBER SERVICES-ASSISTING MEMBERS TO GET STARTED IN GENEALOGY. NEHGS SERVES APPROXIMATELY 26,000 MEMBERS THROUGH THE UNITED STATES. |
| 127931 | 115637 | RETAIL STORE-SELLING GENEALOGICAL BOOKS AND MERCHANDISE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1250409 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2628841 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4911901 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 66 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEREMY BENTO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172661264 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NEWBURY STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ERIC B SCHULTZ | |||||||
| CHAIRMAN | 1.50 | X | X | 0 | 0 | 0 | |
| CAROLYN LYNCH | |||||||
| VICE CHAIRMAN | 1.50 | X | X | 0 | 0 | 0 | |
| M DAVID SHERRILL | |||||||
| TREASURER | 1.50 | X | X | 0 | 0 | 0 | |
| VIRGINIA WHITMAN KOSTER | |||||||
| SECRETARY | 1.50 | X | X | 0 | 0 | 0 | |
| BRUCE R BARTLETT | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| JOSEPH SWAN JUNKIN | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| LINDA A PESCOSOLIDO | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| WILLIAM CROZIER JR | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| KRISTIN SERVISON | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| DONALD FRIARY PHD | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| ELIZABETH GODDARD JD PHD | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| WILLIAM GRIFFETH | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| DAVID WATSON KRUGER | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| HAROLD HUNTER LEACH JR JD | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| JO ANNE CROWLEY MAKELY | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| NANCY S MAULSBY | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| BONNIE A REILLY | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| FRANK C RIPLEY PHD | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| PETER M SMALL | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| KATHLEEN A VAN DEMARK MD | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| MORRISON DES WEBB JD | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| CHRISTOPHER M WHITE | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| D BRENTON SIMONS | |||||||
| CHIEF EXECUTIVE OFFICER | 35.00 | X | 337508 | 0 | 122446 | ||
| THOMAS WILCOX | |||||||
| CHIEF OPERATING OFFICER | 35.00 | X | 145576 | 0 | 36432 | ||
| RALPH J CRANDALL | |||||||
| EMERITUS EXECUTIVE DIRECTOR | 35.00 | 140809 | 0 | 39000 | X | ||
| EDWARD MACMAHON | |||||||
| DIRECTOR OF DEVELOPMENT | 35.00 | 129069 | 0 | 35858 | X | ||
| STEVEN SOLOMON | |||||||
| MANAGER OF GIFT PLANNING | 35.00 | 113314 | 0 | 30797 | X | ||
| THOMAS CHAMPOUX | |||||||
| DIRECTOR OF MARKETING | 35.00 | 101317 | 0 | 26205 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 967593 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 290738 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PRICEWATERHOUSE COOPERS LLP | |||||
| PO BOX 7237-8001 | PHILADELPHIA | PA | 19170 | CONSULTING | 955000 |
| PARTERRE GARDEN SERVICES | |||||
| 2235 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02140 | GARDEN LANDSCAPING PROJECT | 146885 |
| LEE KENNEDY CO | |||||
| 122 QUINCY SHORE DRIVE | QUINCY | MA | 02171 | FACADE RENOVATION | 131561 |
| RIPON COMMUNITY PRINTERS | |||||
| 656 S DOUGLAS STREET | RIPON | WI | 54971 | BOOK PRINTING | 105448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 4084311 | AllOtherContributions |
| Noncash Contributions | 70171 | NoncashContributions |
| Total Contributions | 4084311 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 1825114 | 1825114 |
| SEMINAR AND OTHER PROG | 900099 | 688090 | 688090 |
| LIBRARY FEES AND ADMIS | 900099 | 308622 | 308622 |
| SUBSCRIPTIONS | 900099 | 22502 | 22502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2844328 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140581 | TotalRevenueColumn |
| Exclusion | $140,581 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4242989 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3470412 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 772577 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 772577 | TotalRevenueColumn |
| Exclusion | $772,577 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 283248 | GrossSalesOfInventory |
| Cost Of Goods Sold | 167611 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115637 | TotalRevenueColumn |
| Related Or Exempt Function Income | 115637 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7957434 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2959965 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $913,158 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515867 | Total |
| Program Services | 412693 | ProgramServices |
| Management And General | 51587 | ManagementAndGeneral |
| Fundraising | 51587 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2561531 | Total |
| Program Services | 1597219 | ProgramServices |
| Management And General | 659556 | ManagementAndGeneral |
| Fundraising | 304756 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160219 | Total |
| Program Services | 103983 | ProgramServices |
| Management And General | 37613 | ManagementAndGeneral |
| Fundraising | 18623 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208605 | Total |
| Program Services | 147233 | ProgramServices |
| Management And General | 31398 | ManagementAndGeneral |
| Fundraising | 29974 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257443 | Total |
| Program Services | 167082 | ProgramServices |
| Management And General | 60437 | ManagementAndGeneral |
| Fundraising | 29924 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8059 | Total |
| Management And General | 8059 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46099 | Total |
| Management And General | 46099 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50380 | Total |
| Management And General | 50380 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80297 | Total |
| Program Services | 60370 | ProgramServices |
| Management And General | 19927 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62499 | Total |
| Program Services | 58122 | ProgramServices |
| Fundraising | 4377 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 538062 | Total |
| Program Services | 320466 | ProgramServices |
| Management And General | 128983 | ManagementAndGeneral |
| Fundraising | 88613 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838027 | Total |
| Program Services | 343892 | ProgramServices |
| Management And General | 494135 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469880 | Total |
| Program Services | 403705 | ProgramServices |
| Management And General | 64019 | ManagementAndGeneral |
| Fundraising | 2156 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132091 | Total |
| Program Services | 1723 | ProgramServices |
| Management And General | 40737 | ManagementAndGeneral |
| Fundraising | 89631 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495634 | Total |
| Program Services | 240000 | ProgramServices |
| Management And General | 255634 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59595 | Total |
| Management And General | 59595 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| CAPITAL CAMPAIGN EXPENS | 762022 | 762022 | ||
| BAD DEBT | 332107 | 12476 | 319631 | |
| SUPPLIES | 117047 | 26 | 116062 | 959 |
| DUES AND SUBSCRIPTIONS | 1468 | 103 | 1365 | |
| CENTRAL FACILITY ALLOCA | 0 | 46609 | 745735 | -792344 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210601 | Total |
| Program Services | 181037 | ProgramServices |
| Management And General | 28926 | ManagementAndGeneral |
| Fundraising | 638 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7907533 | Total |
| Program Services | 4911901 | ProgramServices |
| Management And General | 1566696 | ManagementAndGeneral |
| Fundraising | 1428936 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108022 | BOY |
| EOY | 40998 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2656226 | BOY |
| EOY | 823109 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11172295 | BOY |
| EOY | 11635338 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34696 | BOY |
| EOY | 64546 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237429 | BOY |
| EOY | 237969 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55614 | BOY |
| EOY | 45923 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12976185 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4665096 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8384468 | BOY |
| EOY | 8311089 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12960986 | BOY |
| EOY | 14331534 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4813341 | BOY |
| EOY | 6649699 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217173 | BOY |
| EOY | 241662 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40640250 | BOY |
| EOY | 42381867 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274717 | BOY |
| EOY | 605112 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1024355 | BOY |
| EOY | 1078206 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1581445 | BOY |
| EOY | 1398256 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2880517 | BOY |
| EOY | 3081574 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10045355 | BOY |
| EOY | 10230768 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11655615 | BOY |
| EOY | 12737792 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16058763 | BOY |
| EOY | 16331733 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37759733 | BOY |
| EOY | 39300293 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40640250 | BOY |
| EOY | 42381867 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 49901 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1490659 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2044049 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4771916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7765499 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5080318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4084311 | CurrentTaxYear |
| Total | 23746093 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2127038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2684800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2640914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2790393 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3127576 | CurrentTaxYear |
| Total | 13370721 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4171087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7456716 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10406413 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7870711 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7211887 | CurrentTaxYear |
| Total | 37116814 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 516948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1052040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 428331 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1748748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 307594 | CurrentTaxYear |
| Total | 4053661 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 297666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1747591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7620298 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 905083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 958850 | CurrentTaxYear |
| Total | 11529488 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 814614 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2799631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8048629 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2653831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1266444 | CurrentTaxYear |
| Total | 15583149 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 21533665 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1005234 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 203107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68701 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140581 | CurrentTaxYear |
| Total | 1519753 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1005234 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 203107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68701 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140581 | CurrentTaxYear |
| Total | 1519753 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5176321 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7659823 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10508543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7939412 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7352468 | CurrentTaxYear |
| Total | 38636567 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.55730 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.51870 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03930 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05170 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17287245 | BeginningOfYearBalance |
| Contributions | 436722 | Contributions |
| Investment Earnings Or Losses | 1989008 | InvestmentEarningsOrLosses |
| Other Expenditures | 1310000 | OtherExpenditures |
| End Of Year Balance | 18402975 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16841375 | BeginningOfYearBalance |
| Contributions | 959818 | Contributions |
| Investment Earnings Or Losses | 696052 | InvestmentEarningsOrLosses |
| Other Expenditures | 1210000 | OtherExpenditures |
| End Of Year Balance | 17287245 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20929213 | BeginningOfYearBalance |
| Contributions | 295291 | Contributions |
| Investment Earnings Or Losses | -2702129 | InvestmentEarningsOrLosses |
| Other Expenditures | 1681000 | OtherExpenditures |
| End Of Year Balance | 16841375 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.11250 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.88750 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 868500 | OtherCostOrOtherBasis |
| Book Value | 868500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6585521 | OtherCostOrOtherBasis |
| Depreciation | 1698279 | Depreciation |
| Book Value | 4887242 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3909093 | OtherCostOrOtherBasis |
| Depreciation | 2778314 | Depreciation |
| Book Value | 1130779 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1613071 | OtherCostOrOtherBasis |
| Depreciation | 188503 | Depreciation |
| Book Value | 1424568 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8311089 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 6649699 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6649699 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYABLE | $773,293 |
| ACCRUED RETIREMENT | $624,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1398256 | TotalOfAmounts |
| Total Revenue | 7957434 | TotalRevenue |
| Total Expenses | 7907533 | TotalExpenses |
| Excess Or Deficit For Year | 49901 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1700589 | NetUnrealizedGLOnInvestments |
| Other | -$209,930 | OtherAmount |
| Total Adjustments | 1490659 | TotalAdjustments |
| Excess Or Deficit Per FS | 1540560 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9397713 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1700589 | NetUnrealizedGainsInvestments |
| Other Revenues | -209930 | OtherRevenues |
| Revenue Not Rptd F990 | 1490659 | RevenueNotRptdF990 |
| Revenue Subtotal | 7907054 | RevenueSubtotal |
| Investment Expenses Not Included | 50380 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 50380 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7957434 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7857153 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7857153 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 50380 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 50380 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7907533 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SOCIETY FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE SOCIETY TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF AUGUST 31, 2011, THE SOCIETY DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PRIOR THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS AUTHORITIES. THE SOCIETY DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. |
| SCHEDULE D, PAGE 4 PART XI: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS SCHEDULE D, PAGE 4 PART XII: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS | ||
| PART V, LINE 4: THE SOCIETY DESIGNATES ONLY A PORTION OF THE SOCIETY'S CUMULATIVE INVESTMENT RETURN FOR SUPPORT OF OPERATIONS; THE REMAINDER IS RETAINED TO SUPPORT OPERATIONS OF FUTURE YEARS AND TO OFFSET POTENTIAL MARKET DECLINES. MASSACHUSETTS STATE LAW ALLOWS THE SOCIETY TO APPROPRIATE AS MUCH OF THE NET APPRECIATION AS IS PRUDENT CONSIDERING THE SOCIETY'S LONG AND SHORT-TERM NEEDS, PRESENT AND ANTICIPATED FINANCIAL REQUIREMENTS, EXPECTED TOTAL RETURN ON ITS INVESTMENTS, PRICE LEVEL TRENDS, AND GENERAL ECONOMIC CONDITIONS. UNDER THE SOCIETY'S SPENDING POLICY, 4.5 PERCENT OF THE THREE-YEAR AVERAGE OF THE FAIR VALUE OF THE INVESTMENTS (EXCLUDING INVESTMENTS DESIGNATED AS CURRENT ASSETS) AT THE BEGINNING OF EACH OF THE PREVIOUS THREE FISCAL YEARS IS APPROPRIATED TO SUPPORT OPERATIONS. IN THE EVENT OF A SIGNIFICANT MARKET DECLINE, THE SOCIETY WILL CONSIDER ALL FACTORS RELEVANT TO THE STATED GOAL IN DETERMINING ANY CHANGE TO THE APPROPRIATION AS ALLOWED BY UPMIFA. THE SOCIETY HAS AN INVESTMENT POLICY, WHICH COMBINED WITH THE SPENDING RATE, ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF RETURNS COMBINED WITH ASSET PROTECTION. ENDOWMENT ASSETS INCLUDE THOSE ASSETS RESTRICTED BY DONORS THAT THE SOCIETY MUST HOLD IN PERPETUITY. UNDER THE SOCIETY'S INVESTMENT POLICY AND SPENDING RATE, BOTH APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE AN INFLATION-ADJUSTED RETURN IN EXCESS OF THE SPENDING RATE OVER A LONG PERIOD OF TIME. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE SOCIETY RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE INVESTMENT COMMITTEE, ADVISED BY A LEADING THIRD PARTY INVESTMENT ADVISOR, IS RESPONSIBLE FOR SELECTING THE INVESTMENT MANAGERS OF THE SOCIETY'S PORTFOLIO. THE INVESTMENT COMMITTEE'S STRATEGY IS TO INCLUDE AN ARRAY OF DIFFERENT STRATEGY AND INVESTMENT MANAGERS FOR THE PORTFOLIO TO MINIMIZE RISK WHILE PROVIDING INVESTMENT RETURNS EXCEEDING INDUSTRY BENCHMARKS. | ||
| SCHEDULE D, PART III, LINE 4: THE NEHGS RESEARCH LIBRARY, LOCATED IN BOSTON, IS HOME TO MORE THAN 12 MILLION ORIGINAL DOCUMENTS, ARTIFACTS, RECORDS, MANUSCRIPTS, BOOKS, FAMILY PAPERS, BIBLES, AND PHOTOGRAPHS DATING BACK MORE THAN FOUR CENTURIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D BRENTON SIMONS | |||||||||||||
| 228128 | 0 | 109380 | 0 | 0 | 0 | 75000 | 0 | 47446 | 0 | 459954 | 0 | 0 | 0 |
| THOMAS WILCOX | |||||||||||||
| 145576 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 36432 | 0 | 182008 | 0 | 0 | 0 |
| RALPH J CRANDALL | |||||||||||||
| 140809 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 39000 | 0 | 179809 | 0 | 0 | 0 |
| EDWARD MACMAHON | |||||||||||||
| 129069 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 35858 | 0 | 164927 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 70171 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE OF STOCK | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS FIRST REVIEWED BY THE BOARD OF TRUSTEES AND BY MANAGEMENT BEFORE IT IS FILED. | |
| AT THE ANNUAL BOARD MEETING, ALL BOARD MEMBERS ARE REQUIRED TO RESIGN THE SOCIETY'S CONFLICT OF INTEREST POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PROCESS FOR DETERMINING THE COMPENSATION OF THE SOCIETY'S TOP MANAGEMENT OFFICIAL IS PERFORMED BY AN INDEPENDENT OUTSIDE CONSULTANT AND INDEPENDENT BOARD DISCUSSION AND EVALUATION. THE PROCESS FOR DETERMINING THE SALARY OF OTHER OFFICERS IS DONE USING COMPARISONS TO SIMILAR LOCALLY FUNCTIONING INSTITUTIONS BY THE BOARD EXECUTIVE COMMITTEE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THESE ARE MADE AVAILABLE THROUGH REGULAR MAIL INQUIRIES, AND CAN BE FOUND AT VARIOUS THIRD PARTY WEBSITES. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,700,589. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -209,930. TOTAL TO FORM 990, PART XI, LINE 5: 1,490,659. | FORM 990, PART XI, LINE 5: |
| THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. | FORM 990, PART XII, LINE 2C |