Civic Intelligence

Louisa May Alcott'S Orchard House Inc

EIN 04-2126592 • 501(c)3 • Concord, MA

Profile

To preserve and restore the alcott family home and present educational programs to the community.

399 Lexington RoadConcord, MA 01742

www.louisamayalcott.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.03x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.21x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

59th percentile

8.8%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

36th percentile

$96,045

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

22nd percentile

-4.1%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

46th percentile

5.2%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$6,314,976

Down $268,346 (-4.1%) from 2021

Liabilities

Down

$177,434

Down $60,705 (-25%) from 2021

Net Assets

Down

$6,137,542

Down $207,641 (-3.3%) from 2021

Revenue

Up

$841,846

Up $41,381 (+5.2%) from 2021

Expenses

Up

$767,904

Up $202,630 (+36%) from 2021

Net Income

Down

$73,942

Down $161,249 (-69%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,425,780Liabilities 2010: $295,155Net Assets 2010: $4,130,6252010Assets 2011: $4,702,345Liabilities 2011: $451,970Net Assets 2011: $4,250,3752011Assets 2012: $4,641,836Liabilities 2012: $371,102Net Assets 2012: $4,270,7342012Assets 2013: $4,776,720Liabilities 2013: $285,773Net Assets 2013: $4,490,9472013Assets 2014: $4,886,453Liabilities 2014: $285,613Net Assets 2014: $4,600,8402014Assets 2015: $4,747,624Liabilities 2015: $206,383Net Assets 2015: $4,541,2412015Assets 2016: $4,990,157Liabilities 2016: $202,129Net Assets 2016: $4,788,0282016Assets 2017: $5,397,061Liabilities 2017: $207,255Net Assets 2017: $5,189,8062017Assets 2018: $5,872,325Liabilities 2018: $37,219Net Assets 2018: $5,835,1062018Assets 2019: $6,086,415Liabilities 2019: $41,080Net Assets 2019: $6,045,3352019Assets 2020: $6,368,318Liabilities 2020: $192,346Net Assets 2020: $6,175,9722020Assets 2021: $6,583,322Liabilities 2021: $238,139Net Assets 2021: $6,345,1832021Assets 2022: $6,314,976Liabilities 2022: $177,434Net Assets 2022: $6,137,5422022

Highlighted filing

2022

Assets$6,314,976
Liabilities$177,434
Net Assets$6,137,542

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $612,1002010Expenses 2011: $631,5362011Revenue 2012: $628,521Expenses 2012: $672,876Net Income 2012: -$44,3552012Revenue 2013: $679,776Expenses 2013: $595,776Net Income 2013: $84,0002013Revenue 2014: $716,905Expenses 2014: $641,002Net Income 2014: $75,9032014Revenue 2015: $644,238Expenses 2015: $655,731Net Income 2015: -$11,4932015Revenue 2016: $831,424Expenses 2016: $627,653Net Income 2016: $203,7712016Revenue 2017: $943,976Expenses 2017: $656,908Net Income 2017: $287,0682017Revenue 2018: $844,456Expenses 2018: $715,328Net Income 2018: $129,1282018Revenue 2019: $778,021Expenses 2019: $751,116Net Income 2019: $26,9052019Revenue 2020: $640,973Expenses 2020: $613,542Net Income 2020: $27,4312020Revenue 2021: $800,465Expenses 2021: $565,274Net Income 2021: $235,1912021Revenue 2022: $841,846Expenses 2022: $767,904Net Income 2022: $73,9422022

Highlighted filing

2022

Revenue$841,846
Expenses$767,904
Net Income$73,942

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$0.18$6.14$0.84$0.77$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.24$6.35$0.80$0.57$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.19$6.18$0.64$0.61$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.04$6.05$0.78$0.75$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$0.04$5.84$0.84$0.72$0.13
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.40$0.21$5.19$0.94$0.66$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.20$4.79$0.83$0.63$0.20
2015Detailed filing. Detailed filing data is available for this year.$4.75$0.21$4.54$0.64$0.66$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.89$0.29$4.60$0.72$0.64$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.78$0.29$4.49$0.68$0.60$0.08
2012Summary only. Only limited summary data is available for this year.$4.64$0.37$4.27$0.63$0.67$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.45$4.25$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.30$4.13$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2025
Return Version
2022v5.0
Gross Receipts
$1,059,526
Mission and Program Overview

Mission

To preserve and restore the alcott family home and present educational programs to the community.

To preserve & restore the alcott family home & present educational programs to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,648,793$3,767,300▲ $118,507
Investments in Publicly Traded Securities$1,608,559$1,425,389▼ $183,170
Cash and Non-Interest-Bearing Accounts$1,052,381$896,250▼ $156,131
Intangible Assets$118,586$95,297▼ $23,289
Savings and Temporary Cash Investments$77,872$63,112▼ $14,760
Inventories for Sale or Use$42,893$53,452▲ $10,559
Pledges and Grants Receivable$18,932$13,176▼ $5,756
Accounts Receivable-$1,000-
Total Assets$6,583,322$6,314,976▼ $268,346
Other Assets Total$15,306--
Liabilities
Other Liabilities$228,389$147,822▼ $80,567
Accounts Payable and Accrued Expenses$9,750$29,612▲ $19,862
Total Liabilities$238,139$177,434▼ $60,705
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,670,029$4,742,243▲ $72,214
Net Assets With Donor Restrictions$1,675,154$1,395,299▼ $279,855
Total Net Assets Fund Balance$6,345,183$6,137,542▼ $207,641
Total Liabilities and Net Assets / Fund Balance$6,583,322$6,314,976▼ $268,346

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,550,643$1,331,589$4,882,232
Land$200,000-$200,000
Equipment$10,199$50,765$60,964
Other Land Buildings$6,458$48,786$55,244

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,655,154$14,143▼ $219,789$55,396$1,425,389
2021$1,476,966$41,655▲ $218,195$50,385$1,686,431
2020$1,325,575$18,668▲ $159,586$26,863$1,476,966
2019$1,116,945$5,000▲ $229,146$25,516$1,325,575
2018$1,230,729$42,136▼ $52,115$46,410$1,116,945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Janice TurnquistExecutive DiFT$96,045$96,045

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$374,000
Program Service Revenue
$309,610
Investment Income
$32,416
Other Revenue
$125,820
All Other Contributions
$287,259
Change in Net Assets
$73,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$456,596
Other Expenses$311,308
Total Fundraising Expense$57,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$211,293$34,770$21,396$267,459
Depreciation Depletion$101,309$9,649$9,649$120,607
Current Officers, Directors, Trustees, and Key Employees$75,875$12,486$7,684$96,045
Other Employee Benefits$38,956$15,227$6,721$60,904
Occupancy$38,512$3,602$3,602$45,716
Insurance$10,484$28,340-$38,824
Payroll Taxes$25,427$4,184$2,577$32,188
Fees for Services Accounting$9,484$12,262-$21,746
Interest$1,947$2,435$488$4,870
Office Expenses$1,104$2,217-$3,321
Advertising$901$510$37$1,448
Other Expenses$305$304$4,435$609
All Other Expenses$25$100-$125
Total Functional Expenses$549,096$161,240$57,568$767,904
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,472
Fundraising Direct Expenses$516
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
Sba Disaster Loan$147,822
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Charles clough gloria clough director director spouses

Form 990, Page 6, Part VI, Line 6

Classes of members or stockholders the class of members known as "the corporators" consist of the voting members.

Form 990, Page 6, Part VI, Line 7A

The corporators have the right to elect the board of directors and the officers.

Form 990, Page 6, Part VI, Line 7B

The corporators, as the sole voting members, can make the governance decision to alter, amend or repeal,in whole or in part the by-laws.

Form 990, Page 6, Part VI, Line 11B

The treasurer and senior management receives the completed draft form 990 to review and submits comments and questions to the accountants who prepare the return. Once the questions are adequately answered and are approved, the treasurer and senior management will ensure that changes are incorporated into the form 990 as appropriate before filing.

Form 990, Page 6, Part VI, Line 15A

The executive committee obtains research and information to make a recommendation to the full board for the compensation (salary and benefits) of the executive director based on a review of comparability data. For example, the executive committee will secure data that documents compensation levels and benefits for similarly qualified individuals in comparable positions at similar organizations.

Form 990, Page 6, Part VI, Line 18

Guidestar independently obtains and posts financials of the organization. Financials are posted by the attorney general of the commonwealth of ma. Documents are also available upon request.

Form 990, Page 6, Part VI, Line 19

Guidestar independently obtains and posts financials of the organization. Financials are posted by the attorney general of the commonwealth of ma. Documents are also available upon request.

Filing and Contact Details

Filer

Filer Name
LOUISA MAY ALCOTT'S ORCHARD HOUSE
EIN
04-2126592
Phone
9783694118
Address
399 LEXINGTON ROAD, CONCORD, MA 01742

Signing Officer

Name
Lowell S Smith
Title
Treasurer
Phone
9783694118
Signed
2025-05-15

Organization Details

Principal Officer
Janice Turnquist
Formed
1911
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
13
Employees
37
Volunteers
100

Preparer

Firm
King Mcnamara Moriarty Llp
Address
473 WASHINGTON STREET, NORWOOD, MA 02062-2330
Preparer
William R Debler CPA
Phone
7817696300
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Louisa may alcott's orchard house, inc. (the "organization") is a non- profit corporation organized in massachusetts whose dual mission is to preserve orchard house (c. 1650), the alcott family home where louisa may alcott wrote and set little women (1868), as an historic site and educational center. The organization partially fulfills its mission by conducting public tours, educational programs, special exhibits and events, and offering merchandise to visitors that directly reflect the interests and activities of the alcott family and the time period of interpretation of the site. In further fulfillment of the organization's mission, preservation project work is undertaken on an as-needed basis, and in consultation with respected experts in relevant fields of historic preservation and curatorial conservation, to the collections are made up of artifacts of historical significance, letters, and art objects that are held for educational, research, and curatorial purposes. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously.

Form 990, Part XI, Line 9

Prior period audit adjustment

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

The collections are made up of artifacts of historical significance, letters, and art objects that are held for educational, research, and curatorial purposes. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously.

Schedule D, Page 2, Part V, Line 4

To be used for the perpetuation of the organization.

Raw XML AppendixShowing 400 of 589 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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