Civic Intelligence

American Congregational Association

990 • Fiscal year 2018 • EIN 04-2103658

Apr 01, 2017 to Mar 31, 2018 • Filed on Jan 25, 2019

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

52nd percentile

0.27x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.46x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$99,562

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

99th percentile

339%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

765%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$27,227,072

Up $21,027,092 (+339%) from 2017

Net Assets

Up

$19,758,853

Up $14,044,870 (+246%) from 2017

Liabilities

Up

$7,468,219

Up $6,982,222 (+1437%) from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

Up

$16,368,563

Up $14,476,770 (+765%) from 2017

Expenses

Down

$1,988,387

Down $128,283 (-6.1%) from 2017

Net Income

Up

$14,380,176

Up $14,605,053 (+6495%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2018

Assets$27,227,072
Liabilities$7,468,219
Net Assets$19,758,853
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$16,368,563
Expenses$1,988,387
Net Income$14,380,176
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jan 25, 2019
Return Version
2017v2.3
Gross Receipts
$26,242,351
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$3,290,160$26,858,413▲ $23,568,253
Cash and Non-Interest-Bearing Accounts$183,464$226,232▲ $42,768
Land, Buildings, and Equipment, Net$2,424,877$92,692▼ $2,332,185
Accounts Receivable$116,096$30,000▼ $86,096
Prepaid Expenses and Deferred Charges$183,974$19,735▼ $164,239
Intangible Assets$1,409$0▼ $1,409
Total Assets$6,199,980$27,227,072▲ $21,027,092
Liabilities
Deferred Revenue-$7,291,173-
Mortgage Notes Payable Secured by Investment Property$237,297--
Accounts Payable and Accrued Expenses$139,684$177,046▲ $37,362
Other Liabilities$109,016$0▼ $109,016
Total Liabilities$485,997$7,468,219▲ $6,982,222
Net Assets / Fund Balance
Unrestricted Net Assets$5,435,865$19,559,982▲ $14,124,117
Temporarily Rstr Net Assets$257,516$178,269▼ $79,247
Permanently Rstr Net Assets$20,602$20,602→ $0
Total Net Assets Fund Balance$5,713,983$19,758,853▲ $14,044,870
Total Liabilities and Net Assets / Fund Balance$6,199,980$27,227,072▲ $21,027,092

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$41,280$77,016$118,296
Other Land Buildings$3,424$79,293$82,717
Leasehold Improvements$47,988$5,474$53,462
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

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

Board Members and Trustees

NameTitle
Rev Charles Hambrick-stoweChair
Davis DyerDirector
Dr Rev Sc Campbell LovettDirector
Francis BremerDirector
Gregor Trinkaus-randellDirector
James a HopkinsDirector
Linda RhoadsDirector
Mark GabielsonDirector
Rev Julie Johnson StaplesDirector
Rev Karen S ByrneDirector
Rev Mary BiedronDirector
Rev Robert BachelderDirector
Rev Stephen GrayDirector
Richard ElloittDirector
Stephen R SilverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,966
Program Service Revenue
$0
Investment Income
$15,622,941
Other Revenue
$542,656
All Other Contributions
$202,966
Change in Net Assets
$14,380,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,112,922
Salaries, Compensation, and Employee Benefits$875,465
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$656,864--$656,864
Occupancy$337,223--$337,223
Fees for Services Other$174,733--$174,733
Current Officers, Directors, Trustees, and Key Employees$99,562--$99,562
Depreciation Depletion$78,088--$78,088
Other Employee Benefits$74,507--$74,507
Fees for Services Management$56,479--$56,479
Fees for Services Legal$50,934--$50,934
Payroll Taxes$38,171--$38,171
Insurance$29,611--$29,611
Other Expenses$26,949--$26,949
All Other Expenses$25,949--$25,949
Fees for Services Accounting$22,000--$22,000
Fees for Service Investment Mgmnt Fees$19,719--$19,719
Interest$7,267--$7,267
Pension Plan Contributions$6,361--$6,361
Total Functional Expenses$1,988,387$0$0$1,988,387
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 11B

“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
2019-01-25
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
16
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 -136,737.”

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 447 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/BOYAmt0139684
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0177046
IRS990/AccountsReceivableGrp/BOYAmt0116096
IRS990/AccountsReceivableGrp/EOYAmt030000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ESTABLISHING AND PERPETUATING A LIBRARY OF RELIGIOUS HISTORY AND LITERATURE
IRS990/AllOtherContributionsAmt0202966
IRS990/AllOtherExpensesGrp/ProgramServicesAmt025949
IRS990/AllOtherExpensesGrp/TotalAmt025949
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/BOYAmt0183464
IRS990/CashNonInterestBearingGrp/EOYAmt0226232
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt099562
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt099562
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt0656864
IRS990/CompDisqualPersonsGrp/TotalAmt0656864
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0202966
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015622941
IRS990/CYOtherExpensesAmt01112922
IRS990/CYOtherRevenueAmt0542656
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt014380176
IRS990/CYSalariesCompEmpBnftPaidAmt0875465
IRS990/CYTotalExpensesAmt01988387
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016368563
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt07291173
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt078088
IRS990/DepreciationDepletionGrp/TotalAmt078088
IRS990/Desc0ESTABLISHING AND PERPETUATING A LIBRARY OF RELIGIOUS HISTORY AND LITERATURE
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01486514
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt022000
IRS990/FeesForServicesAccountingGrp/TotalAmt022000
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt050934
IRS990/FeesForServicesLegalGrp/TotalAmt050934
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt056479
IRS990/FeesForServicesManagementGrp/TotalAmt056479
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0174733
IRS990/FeesForServicesOtherGrp/TotalAmt0174733
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt019719
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019719
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/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
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/AverageHoursPerWeekRt155.00
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/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0REV ROBERT BACHELDER
IRS990/Form990PartVIISectionAGrp/PersonNm1REV MARY BIEDRON
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANCIS BREMER
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD ELLOITT
IRS990/Form990PartVIISectionAGrp/PersonNm4REV KAREN S BYRNE
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVIS DYER
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA RHOADS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARGARET BENDROTH
IRS990/Form990PartVIISectionAGrp/PersonNm8REV JULIE JOHNSON STAPLES
IRS990/Form990PartVIISectionAGrp/PersonNm9REV STEPHEN GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES A HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm11DR REV SC CAMPBELL LOVETT
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK GABIELSON
IRS990/Form990PartVIISectionAGrp/PersonNm13GREGOR TRINKAUS-RANDELL
IRS990/Form990PartVIISectionAGrp/PersonNm14STEPHEN R SILVER
IRS990/Form990PartVIISectionAGrp/PersonNm15REV CHARLES HAMBRICK-STOWE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt799562
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt015293490
IRS990/GainOrLossGrp/SecuritiesAmt0134200
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt024442831
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0858647
IRS990/GrossReceiptsAmt026242351
IRS990/GrossRentsGrp/RealAmt0535070
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt029611
IRS990/InsuranceGrp/TotalAmt029611
IRS990/IntangibleAssetsGrp/BOYAmt01409
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt07267
IRS990/InterestGrp/TotalAmt07267
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0195251
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0195251
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03290160
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026858413
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0161783
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02424877
IRS990/LandBldgEquipBasisNetGrp/EOYAmt092692
IRS990/LandBldgEquipCostOrOtherBssAmt0254475
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt09149341
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0724447
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/NetAssetsOrFundBalancesBOYAmt05713983
IRS990/NetAssetsOrFundBalancesEOYAmt019758853
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt015427690
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015427690
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0535070
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0535070
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-198569
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0337223
IRS990/OccupancyGrp/TotalAmt0337223
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-136737
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt074507
IRS990/OtherEmployeeBenefitsGrp/TotalAmt074507
IRS990/OtherExpensesGrp/Desc0DIGITALIZATION/WEB SITE
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3REAL ESTATE TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt0142853
IRS990/OtherExpensesGrp/ProgramServicesAmt175974
IRS990/OtherExpensesGrp/ProgramServicesAmt265143
IRS990/OtherExpensesGrp/ProgramServicesAmt326949
IRS990/OtherExpensesGrp/TotalAmt0142853
IRS990/OtherExpensesGrp/TotalAmt175974
IRS990/OtherExpensesGrp/TotalAmt265143
IRS990/OtherExpensesGrp/TotalAmt326949
IRS990/OtherLiabilitiesGrp/BOYAmt0109016
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0LIBRARY ROYALTIES
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07511
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt175
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07511
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt175
IRS990/OtherRevenueTotalAmt07586
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt038171
IRS990/PayrollTaxesGrp/TotalAmt038171
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06361
IRS990/PensionPlanContributionsGrp/TotalAmt06361
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020602
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt020602
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0183974
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019735
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/ExpenseAmt0501873
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0254253
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt077460
IRS990/PYOtherExpensesAmt01210132
IRS990/PYOtherRevenueAmt01560080
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-224877
IRS990/PYSalariesCompEmpBnftPaidAmt0906538
IRS990/PYTotalExpensesAmt02116670
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01891793
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt014380176
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0535070
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt041280
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077016
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118296
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047988
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05474
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt053462
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03424
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt079293
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt082717
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/TotalBookValueLandBuildingsAmt092692
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 -136,737.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/BOYAmt0257516
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0178269
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06199980
IRS990/TotalAssetsEOYAmt027227072
IRS990/TotalAssetsGrp/BOYAmt06199980
IRS990/TotalAssetsGrp/EOYAmt027227072
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0202966
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01988387
IRS990/TotalFunctionalExpensesGrp/TotalAmt01988387
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0485997
IRS990/TotalLiabilitiesEOYAmt07468219
IRS990/TotalLiabilitiesGrp/BOYAmt0485997
IRS990/TotalLiabilitiesGrp/EOYAmt07468219
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05713983
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019758853
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01988387
IRS990/TotalReportableCompFromOrgAmt099562
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016165597
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016368563
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06199980
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027227072
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,227,072
Liabilities
$7,468,219
Net assets
$19,758,853
Revenue
$16,368,563
Expenses
$1,988,387
Net income
$14,380,176
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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