Civic Intelligence

American Congregational Association

990 • Fiscal year 2016 • EIN 04-2103658

Apr 01, 2015 to Mar 31, 2016 • Filed on Dec 08, 2016

Organization ProfileWWW.14BEACON.ORG

View Organization Page

14 Beacon Street No 100Boston, MA 02108

(617) 523-0608

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.19x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

39th percentile

$99,562

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

28th percentile

-2.8%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

34%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$6,023,300

Down $174,241 (-2.8%) from 2015

Net Assets

Down

$5,568,602

Down $211,841 (-3.7%) from 2015

Liabilities

Up

$454,698

Up $37,600 (+9.0%) from 2015

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin79th percentile

Revenue

Up

$2,428,474

Up $610,716 (+34%) from 2015

Expenses

Up

$1,978,300

Up $194,929 (+11%) from 2015

Net Income

Up

$450,174

Up $415,787 (+1209%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $6,318,310Liabilities 2011: $669,083Net Assets 2011: $5,649,2272011Assets 2012: $6,295,802Liabilities 2012: $620,551Net Assets 2012: $5,675,2512012Assets 2013: $6,139,105Liabilities 2013: $458,219Net Assets 2013: $5,680,8862013Assets 2014: $6,285,631Liabilities 2014: $467,453Net Assets 2014: $5,818,1782014Assets 2015: $6,197,541Liabilities 2015: $417,098Net Assets 2015: $5,780,4432015Assets 2016: $6,023,300Liabilities 2016: $454,698Net Assets 2016: $5,568,6022016Assets 2017: $6,199,980Liabilities 2017: $485,997Net Assets 2017: $5,713,9832017Assets 2018: $27,227,072Liabilities 2018: $7,468,219Net Assets 2018: $19,758,8532018Assets 2019: $38,806,063Liabilities 2019: $12,028,314Net Assets 2019: $26,777,7492019Assets 2020: $38,407,973Liabilities 2020: $13,820,429Net Assets 2020: $24,587,5442020Assets 2021: $43,492,443Liabilities 2021: $12,037,596Net Assets 2021: $31,454,8472021Assets 2022: $42,360,042Liabilities 2022: $11,162,083Net Assets 2022: $31,197,9592022Assets 2023: $36,769,838Liabilities 2023: $9,277,091Net Assets 2023: $27,492,7472023Assets 2024: $39,357,031Liabilities 2024: $9,146,345Net Assets 2024: $30,210,6862024Assets 2025: $39,012,944Liabilities 2025: $9,053,598Net Assets 2025: $29,959,3462025

Highlighted filing

2016

Assets$6,023,300
Liabilities$454,698
Net Assets$5,568,602
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,577,6292011Expenses 2012: $1,554,6702012Revenue 2013: $1,620,584Expenses 2013: $1,809,473Net Income 2013: -$188,8892013Revenue 2014: $1,627,743Expenses 2014: $1,783,461Net Income 2014: -$155,7182014Revenue 2015: $1,817,758Expenses 2015: $1,783,371Net Income 2015: $34,3872015Revenue 2016: $2,428,474Expenses 2016: $1,978,300Net Income 2016: $450,1742016Revenue 2017: $1,891,793Expenses 2017: $2,116,670Net Income 2017: -$224,8772017Revenue 2018: $16,368,563Expenses 2018: $1,988,387Net Income 2018: $14,380,1762018Revenue 2019: $1,854,266Expenses 2019: $1,588,427Net Income 2019: $265,8392019Revenue 2020: $1,782,462Expenses 2020: $1,602,742Net Income 2020: $179,7202020Revenue 2021: $1,430,069Expenses 2021: $1,619,888Net Income 2021: -$189,8192021Revenue 2022: $2,216,371Expenses 2022: $1,575,693Net Income 2022: $640,6782022Revenue 2023: $432,757Expenses 2023: $1,777,081Net Income 2023: -$1,344,3242023Revenue 2024: $1,052,265Expenses 2024: $1,931,332Net Income 2024: -$879,0672024Revenue 2025: $2,291,045Expenses 2025: $2,051,545Net Income 2025: $239,5002025

Highlighted filing

2016

Revenue$2,428,474
Expenses$1,978,300
Net Income$450,174
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Dec 8, 2016
Return Version
2015v2.1
Gross Receipts
$4,194,891
Mission and Program Overview

Mission

The organization collects, preserves, and makes available materials to advance the study and deeper understanding of the congregational story, a crucial influence on america's spiritual, intellectual, cultural, and civic traditions.

Establishing and perpetuating a library of religious history and literature

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,484,847$2,913,739▼ $571,108
Land, Buildings, and Equipment, Net$2,480,458$2,567,745▲ $87,287
Cash and Non-Interest-Bearing Accounts$142,712$320,917▲ $178,205
Prepaid Expenses and Deferred Charges$87,727$140,794▲ $53,067
Accounts Receivable-$78,502-
Intangible Assets$1,797$1,603▼ $194
Total Assets$6,197,541$6,023,300▼ $174,241
Liabilities
Mortgage Notes Payable Secured by Investment Property$237,297$237,297→ $0
Accounts Payable and Accrued Expenses$93,324$109,377▲ $16,053
Other Liabilities$86,477$108,024▲ $21,547
Total Liabilities$417,098$454,698▲ $37,600
Net Assets / Fund Balance
Unrestricted Net Assets$5,724,841$5,269,388▼ $455,453
Temporarily Rstr Net Assets$35,000$278,612▲ $243,612
Permanently Rstr Net Assets$20,602$20,602→ $0
Total Net Assets Fund Balance$5,780,443$5,568,602▼ $211,841
Total Liabilities and Net Assets / Fund Balance$6,197,541$6,023,300▼ $174,241

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,162,148$3,091,958$5,254,106
Land$266,910-$266,910
Leasehold Improvements$75,195$42,367$117,562
Equipment$56,899$54,457$111,356
Other Land Buildings$6,593$76,124$82,717
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Margaret BendrothExecutive DirectorFT$99,562$99,562

Board Members and Trustees

NameTitle
Rev Charles Hambrick-stoweChair
Richard HarterVice Chair
Christopher BartelDirector
Dr Rev Sc Campbell LovettDirector
Frederick M BalfourDirector
James a HopkinsDirector
Marjorie RoyalDirector
Mark GabielsonDirector
Nick IacuzioDirector
Norm ErlendsonDirector
Rev Barbara Brown ZikmundDirector
Rev Stephen GrayDirector
Richard ElloittDirector
Stephen R SilverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$414,839
Program Service Revenue
$0
Investment Income
$547,572
Other Revenue
$1,466,063
All Other Contributions
$352,606
Change in Net Assets
$450,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,345,777
Salaries, Compensation, and Employee Benefits$632,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$448,332--$448,332
Fees for Services Management$387,435--$387,435
Depreciation Depletion$186,005--$186,005
Occupancy$131,792--$131,792
Fees for Services Other$116,891--$116,891
Current Officers, Directors, Trustees, and Key Employees$99,562--$99,562
All Other Expenses$60,018--$60,018
Insurance$44,813--$44,813
Payroll Taxes$41,490--$41,490
Office Expenses$38,779--$38,779
Other Employee Benefits$35,624--$35,624
Other Expenses$27,417--$27,417
Fees for Services Accounting$26,000--$26,000
Fees for Service Investment Mgmnt Fees$25,318--$25,318
Interest$9,650--$9,650
Pension Plan Contributions$7,515--$7,515
Fees for Services Legal$172--$172
Total Functional Expenses$1,978,300$0$0$1,978,300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$108,024
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“There is a meeting between the treasurer and the outside tax preparer on the form 990 to review the audited financial statements to the 990 filing and review of the questions.”

Form 990, Part VI, Section B, Line 12

“The organization reviews and enforces any conflicts of interest by the board of trustees and employees and operations of the organization.”

Form 990, Part VI, Section B, Line 15

“Compensation is reviewed annually by the compensation committee follwed by a review of the main committees and then approved by the full board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization makes available any requests for information has they are made. The information would be sent in a hard copy unless otherwise stated and agrred upon.”

Filing and Contact Details

Filer

Filer Name
American Congregational Association
EIN
04-2103658
Phone
6175230608
Address
14 BEACON STREET NO 100, BOSTON, MA 02108

Signing Officer

Name
Margaret Bendroth
Title
Executive Director
Phone
6175230604
Signed
2016-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Bendroth
Formed
1905
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
13
Volunteers
0

Preparer

Firm
George Roberts CPA Pc
Address
65 WALNUT STREET SUITE 302, WELLESLEY HILLS, MA 02481
Preparer
George J Roberts CPA
Phone
7814252050
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Pension market value adjustment 24,200.”

Financial Statement Notes

PART III, LINE 1A:

“The library collections, which were acquired through purchases and contributions since the association's inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired. If the assets used to purchase the items are restricted by donors, a reclassification to unrestricted net assets is made to reflect the release of the restriction when the purchase is made. Contributed collection items are not reflected on the financial statements. Proceeds from the sales or insurance recoveries are reflected as increases in the appropriate net asset classes.”

Raw XML AppendixShowing 400 of 453 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt093324
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0109377
IRS990/AccountsReceivableGrp/EOYAmt078502
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ESTABLISHING AND PERPETUATING A LIBRARY OF RELIGIOUS HISTORY AND LITERATURE
IRS990/AllOtherContributionsAmt0352606
IRS990/AllOtherExpensesGrp/ProgramServicesAmt060018
IRS990/AllOtherExpensesGrp/TotalAmt060018
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTOPHER BARTEL
IRS990/BooksInCareOfDetail/PhoneNum06175230608
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 BEACON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002108
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0142712
IRS990/CashNonInterestBearingGrp/EOYAmt0320917
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt099562
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt099562
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0414839
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0547572
IRS990/CYOtherExpensesAmt01345777
IRS990/CYOtherRevenueAmt01466063
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0450174
IRS990/CYSalariesCompEmpBnftPaidAmt0632523
IRS990/CYTotalExpensesAmt01978300
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02428474
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0186005
IRS990/DepreciationDepletionGrp/TotalAmt0186005
IRS990/Desc0ESTABLISHING AND PERPETUATING A LIBRARY OF RELIGIOUS HISTORY AND LITERATURE
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01005070
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt026000
IRS990/FeesForServicesAccountingGrp/TotalAmt026000
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0172
IRS990/FeesForServicesLegalGrp/TotalAmt0172
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0387435
IRS990/FeesForServicesManagementGrp/TotalAmt0387435
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0116891
IRS990/FeesForServicesOtherGrp/TotalAmt0116891
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt025318
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025318
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0FREDERICK M BALFOUR
IRS990/Form990PartVIISectionAGrp/PersonNm1NORM ERLENDSON
IRS990/Form990PartVIISectionAGrp/PersonNm2NICK IACUZIO
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD ELLOITT
IRS990/Form990PartVIISectionAGrp/PersonNm4MARJORIE ROYAL
IRS990/Form990PartVIISectionAGrp/PersonNm5REV BARBARA BROWN ZIKMUND
IRS990/Form990PartVIISectionAGrp/PersonNm6MARGARET BENDROTH
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTOPHER BARTEL
IRS990/Form990PartVIISectionAGrp/PersonNm8REV STEPHEN GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES A HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm10DR REV SC CAMPBELL LOVETT
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK GABIELSON
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHEN R SILVER
IRS990/Form990PartVIISectionAGrp/PersonNm13RICHARD HARTER
IRS990/Form990PartVIISectionAGrp/PersonNm14REV CHARLES HAMBRICK-STOWE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt699562
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0415900
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt062233
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02182317
IRS990/GrossReceiptsAmt04194891
IRS990/GrossRentsGrp/RealAmt01450837
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt044813
IRS990/InsuranceGrp/TotalAmt044813
IRS990/IntangibleAssetsGrp/BOYAmt01797
IRS990/IntangibleAssetsGrp/EOYAmt01603
IRS990/InterestGrp/ProgramServicesAmt09650
IRS990/InterestGrp/TotalAmt09650
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0131672
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0131672
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03484847
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02913739
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03264906
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02480458
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02567745
IRS990/LandBldgEquipCostOrOtherBssAmt05832651
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01766417
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ESTABLISHING AND PERPETUATING A LIBRARY OF RELIGIOUS HISTORY AND LITERATURE, FOR THE ERECTION AND MAINTENANCE OF THE BUILDING THAT HOUSES THE LIBRARY AND OTHER CHARITABLE SOCIETIES THAT COMPRISE THE MAJORITY OF THE BUILDING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0237297
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0237297
IRS990/NetAssetsOrFundBalancesBOYAmt05780443
IRS990/NetAssetsOrFundBalancesEOYAmt05568602
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0415900
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0415900
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01450837
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01450837
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-686215
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0131792
IRS990/OccupancyGrp/TotalAmt0131792
IRS990/OfficeExpensesGrp/ProgramServicesAmt038779
IRS990/OfficeExpensesGrp/TotalAmt038779
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt024200
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt035624
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035624
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc2DIGITALIZATION/WEB SITE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0161388
IRS990/OtherExpensesGrp/ProgramServicesAmt181810
IRS990/OtherExpensesGrp/ProgramServicesAmt248289
IRS990/OtherExpensesGrp/ProgramServicesAmt327417
IRS990/OtherExpensesGrp/TotalAmt0161388
IRS990/OtherExpensesGrp/TotalAmt181810
IRS990/OtherExpensesGrp/TotalAmt248289
IRS990/OtherExpensesGrp/TotalAmt327417
IRS990/OtherLiabilitiesGrp/BOYAmt086477
IRS990/OtherLiabilitiesGrp/EOYAmt0108024
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0LIBRARY ROYALTIES
IRS990/OtherRevenueMiscGrp/Desc1BOOK SALES
IRS990/OtherRevenueMiscGrp/Desc2REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08272
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15187
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21767
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08272
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15187
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21767
IRS990/OtherRevenueTotalAmt015226
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0448332
IRS990/OtherSalariesAndWagesGrp/TotalAmt0448332
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt041490
IRS990/PayrollTaxesGrp/TotalAmt041490
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07515
IRS990/PensionPlanContributionsGrp/TotalAmt07515
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020602
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt020602
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt087727
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0140794
IRS990/PrincipalOfficerNm0MARGARET BENDROTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MAINTENANCE OF THE BUILDING THAT HOUSES THE LIBRARY AND OTHER CHARITABLE SOCIETIES THAT COMPRISE THE MAJORITY OF THE BUILDING
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0973230
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0137120
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0256727
IRS990/PYOtherExpensesAmt01223768
IRS990/PYOtherRevenueAmt01423911
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt034387
IRS990/PYSalariesCompEmpBnftPaidAmt0559603
IRS990/PYTotalExpensesAmt01783371
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01817758
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0450174
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt01450837
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02162148
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03091958
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05254106
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt056899
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054457
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0111356
IRS990ScheduleD/LandGrp/BookValueAmt0266910
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0266910
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt075195
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt042367
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0117562
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06593
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt076124
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt082717
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0108024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE LIBRARY COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS, A RECLASSIFICATION TO UNRESTRICTED NET ASSETS IS MADE TO REFLECT THE RELEASE OF THE RESTRICTION WHEN THE PURCHASE IS MADE. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM THE SALES OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02567745
IRS990ScheduleD/TotalLiabilityAmt0108024
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS A MEETING BETWEEN THE TREASURER AND THE OUTSIDE TAX PREPARER ON THE FORM 990 TO REVIEW THE AUDITED FINANCIAL STATEMENTS TO THE 990 FILING AND REVIEW OF THE QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REVIEWS AND ENFORCES ANY CONFLICTS OF INTEREST BY THE BOARD OF TRUSTEES AND EMPLOYEES AND OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE FOLLWED BY A REVIEW OF THE MAIN COMMITTEES AND THEN APPROVED BY THE FULL BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES AVAILABLE ANY REQUESTS FOR INFORMATION HAS THEY ARE MADE. THE INFORMATION WOULD BE SENT IN A HARD COPY UNLESS OTHERWISE STATED AND AGRRED UPON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PENSION MARKET VALUE ADJUSTMENT 24,200.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt035000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0278612
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06197541
IRS990/TotalAssetsEOYAmt06023300
IRS990/TotalAssetsGrp/BOYAmt06197541
IRS990/TotalAssetsGrp/EOYAmt06023300
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0414839
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01978300
IRS990/TotalFunctionalExpensesGrp/TotalAmt01978300
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0417098
IRS990/TotalLiabilitiesEOYAmt0454698
IRS990/TotalLiabilitiesGrp/BOYAmt0417098
IRS990/TotalLiabilitiesGrp/EOYAmt0454698
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05780443
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05568602

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,023,300
Liabilities
$454,698
Net assets
$5,568,602
Revenue
$2,428,474
Expenses
$1,978,300
Net income
$450,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$9.05$30.0$2.29$2.05$0.24
2024Detailed filing. Detailed filing data is available for this year.$39.4$9.15$30.2$1.05$1.93$0.88
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$9.28$27.5$0.43$1.78$1.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$11.2$31.2$2.22$1.58$0.64
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$12.0$31.5$1.43$1.62$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$13.8$24.6$1.78$1.60$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$12.0$26.8$1.85$1.59$0.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$7.47$19.8$16.4$1.99$14.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.49$5.71$1.89$2.12$0.22
2016Detailed filing. Detailed filing data is available for this year.$6.02$0.45$5.57$2.43$1.98$0.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.42$5.78$1.82$1.78$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.29$0.47$5.82$1.63$1.78$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$0.46$5.68$1.62$1.81$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.62$5.68$1.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.67$5.65$1.58