Civic Intelligence

Beverly Historical Society Inc.

990 • Fiscal year 2019 • EIN 04-2237789

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 21, 2020

Organization Profilewww.historicbeverly.net

View Organization Page

117 Cabot StreetBeverly, MA 01915-5196

(978) 922-1186

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

33rd percentile

0.03x

Higher debt load relative to revenue than 33% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

30th percentile

-3.1%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

7.0%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$3,181,393

Down $38,361 (-1.2%) from 2018

Net Assets

Down

$3,167,592

Down $13,963 (-0.4%) from 2018

Liabilities

Down

$13,801

Down $24,398 (-64%) from 2018

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin30th percentile

Revenue

Up

$443,507

Up $28,884 (+7.0%) from 2018

Expenses

Up

$457,470

Up $81,198 (+22%) from 2018

Net Income

Down

-$13,963

Down $52,314 (-136%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,619,638Liabilities 2011: $13,787Net Assets 2011: $2,605,8512011Assets 2012: $2,694,592Liabilities 2012: $11,920Net Assets 2012: $2,682,6722012Assets 2013: $2,742,444Liabilities 2013: $10,781Net Assets 2013: $2,731,6632013Assets 2014: $2,813,515Liabilities 2014: $16,715Net Assets 2014: $2,796,8002014Assets 2015: $3,009,513Liabilities 2015: $13,758Net Assets 2015: $2,995,7552015Assets 2016: $3,167,866Liabilities 2016: $132,006Net Assets 2016: $3,035,8602016Assets 2017: $3,181,596Liabilities 2017: $38,392Net Assets 2017: $3,143,2042017Assets 2018: $3,219,754Liabilities 2018: $38,199Net Assets 2018: $3,181,5552018Assets 2019: $3,181,393Liabilities 2019: $13,801Net Assets 2019: $3,167,5922019Assets 2020: $3,289,996Liabilities 2020: $61,586Net Assets 2020: $3,228,4102020Assets 2021: $4,028,123Liabilities 2021: $72,147Net Assets 2021: $3,955,9762021Assets 2022: $3,651,130Liabilities 2022: $52,152Net Assets 2022: $3,598,9782022Assets 2023: $4,073,092Liabilities 2023: $229,865Net Assets 2023: $3,843,2272023Assets 2024: $4,351,446Liabilities 2024: $31,030Net Assets 2024: $4,320,4162024

Highlighted filing

2019

Assets$3,181,393
Liabilities$13,801
Net Assets$3,167,592
Open 2019 Filing

Operations Trend

Revenue Growth57th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $194,140Expenses 2011: $269,955Net Income 2011: -$75,8152011Revenue 2012: $345,485Expenses 2012: $268,664Net Income 2012: $76,8212012Revenue 2013: $322,485Expenses 2013: $273,494Net Income 2013: $48,9912013Revenue 2014: $365,473Expenses 2014: $300,336Net Income 2014: $65,1372014Revenue 2015: $487,770Expenses 2015: $288,815Net Income 2015: $198,9552015Revenue 2016: $407,419Expenses 2016: $367,314Net Income 2016: $40,1052016Revenue 2017: $608,585Expenses 2017: $501,241Net Income 2017: $107,3442017Revenue 2018: $414,623Expenses 2018: $376,272Net Income 2018: $38,3512018Revenue 2019: $443,507Expenses 2019: $457,470Net Income 2019: -$13,9632019Revenue 2020: $462,861Expenses 2020: $402,043Net Income 2020: $60,8182020Revenue 2021: $1,000,040Expenses 2021: $406,690Net Income 2021: $593,3502021Revenue 2022: $418,914Expenses 2022: $545,083Net Income 2022: -$126,1692022Revenue 2023: $716,839Expenses 2023: $472,590Net Income 2023: $244,2492023Revenue 2024: $1,058,500Expenses 2024: $581,311Net Income 2024: $477,1892024

Highlighted filing

2019

Revenue$443,507
Expenses$457,470
Net Income-$13,963
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 21, 2020
Return Version
2018v3.1
Gross Receipts
$1,005,031
Mission and Program Overview

Mission

To share beverly's history with everyone through our collections which encompass 3 houses, 5 centuries and thousands of stories

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,698,841$1,713,854▲ $15,013
Investments in Publicly Traded Securities$1,322,599$1,194,860▼ $127,739
Cash and Non-Interest-Bearing Accounts$85,138$173,378▲ $88,240
Savings and Temporary Cash Investments$69,636$60,778▼ $8,858
Pledges and Grants Receivable$27,661$8,987▼ $18,674
Inventories for Sale or Use$8,672$8,235▼ $437
Prepaid Expenses and Deferred Charges$1,804$6,342▲ $4,538
Total Assets$3,219,754$3,181,393▼ $38,361
Other Assets Total$5,403$14,959▲ $9,556
Liabilities
Deferred Revenue$24,076--
Accounts Payable and Accrued Expenses$13,273$13,801▲ $528
Other Liabilities$850$0▼ $850
Total Liabilities$38,199$13,801▼ $24,398
Net Assets / Fund Balance
Unrestricted Net Assets$2,534,565$2,445,753▼ $88,812
Permanently Rstr Net Assets$500,988$501,388▲ $400
Temporarily Rstr Net Assets$146,002$220,451▲ $74,449
Total Net Assets Fund Balance$3,181,555$3,167,592▼ $13,963
Total Liabilities and Net Assets / Fund Balance$3,219,754$3,181,393▼ $38,361

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,142,971$166,478-
Land$570,170--
Equipment$713$28,413-
Other Assets Org$11,744--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,397,638$400▲ $58,582$185,500$1,258,853
2017$1,385,439$8,305▲ $111,796$96,556$1,397,638
2016$1,276,342$84,703▲ $145,578$109,992$1,385,439
2015$1,238,097$10,282▲ $124,790$87,578$1,276,342
2014$1,091,081$260,500▼ $29,522$74,517$1,238,097
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Lincoln WilliamsPresident
Barbara BroudoTrustee
Brian SheaTrustee
Dan LohnesTrustee
Fay SaltTrustee
JEANNE O'HEARNTrustee
Jan JefgoodTrustee
Jay LeahyTrustee
Lori CianciulliTrustee
Martha GavinTrustee
Sarah BoucherTrustee
Stefano BassoTrustee
Steve CapodilupoTrustee
Maureen TroubetarisSecretary
Don MacquarrieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$358,835
Program Service Revenue
$17,989
Investment Income
$58,582
Other Revenue
$8,101
All Other Contributions
$263,715
Change in Net Assets
$-13,963

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$432,509
Revenue Not Reported on Financial Statements
$10,998
Revenue Not Reported on Form 990
$3,863
Total Revenue per Audited Statements
$436,372
Total Revenue per Form 990
$443,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$232,319
Other Expenses$225,151
Total Fundraising Expense$30,518
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$115,128$9,025$0$124,153
Other Salaries and Wages$119,575$0$0$119,575
Current Officers, Directors, Trustees, and Key Employees$23,349$31,132$23,349$77,830
Occupancy$29,496$3,513$0$33,009
Payroll Taxes$13,220$2,938$2,203$18,361
Insurance$11,063$3,688$0$14,751
Other Employee Benefits$3,567$4,756$3,567$11,890
Fees for Services Accounting$0$11,749$0$11,749
Fees for Service Investment Mgmnt Fees$0$10,998$0$10,998
Depreciation Depletion$6,047$2,016$0$8,063
Office Expenses$355$7,384$0$7,739
Other Expenses$5,624$0$0$5,624
Pension Plan Contributions$1,399$1,865$1,399$4,663
Fees for Services Legal$0$1,580$0$1,580
Total Functional Expenses$328,823$98,129$30,518$457,470

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$457,470
Total Expenses per Audited Statements$450,335
Expenses per Audited Statements$446,472
Expenses Not Reported on Financial Statements$10,998
Expenses Not Reported on Form 990$3,863
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,132
Fundraising Direct Expenses$1,133
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 Deposit$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Beverly Historical Society
EIN
04-2237789
Phone
9789221186
Address
117 CABOT STREET, BEVERLY, MA 01915-5196

Signing Officer

Name
Susan Goganian
Title
Director
Phone
9789221186
Signed
2020-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Macquarrie
Formed
1891
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
14
Volunteers
42

Preparer

Firm
Horvitz & Frisch Pc
Address
128 MAIN ST, GLOUCESTER, MA 01930-5725
Preparer
Howard M Frischcpa
Phone
9782812639
Supplemental Narrative

Additional Explanations

Pt VI, Line 15A

“Comparable data is reviewed for salary determination”

Pt VI, Line 12C

“Conflict of interest policy and disclosures occur annualy”

Pt VI, Line 19

“UPON REQUEST”

Pt VI, Line 6

“The organization has one class of members that elect the trustees”

Pt VI, Line 7A

“The members elect the trustees”

Pt VI, Line 11B

“A draft of the 990 is provided to the board prior to filing”

Pt VI, Line 15B

“Comparable data is reviewed for salary determination”

Form 990, Part IX, Line 24E

“Conservation 3180. 3180. 0. 0.”

Form 990, Part IX, Line 24E

“EXHIBITS 878. 878. 0. 0.”

Form 990, Part IX, Line 24E

“Grant related 104394. 101143. 3251. 0.”

Form 990, Part IX, Line 24E

“Marketing 918. 0. 918. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 1090. 1090. 0. 0.”

Form 990, Part IX, Line 24E

“Newsletter 1764. 1764. 0. 0.”

Form 990, Part IX, Line 24E

“Payroll service fees 1206. 0. 1206. 0.”

Form 990, Part IX, Line 24E

“Postage 3650. 0. 3650. 0.”

Form 990, Part IX, Line 24E

“Professional development 3634. 3634. 0. 0.”

Form 990, Part IX, Line 24E

“Program expenses 2692. 2692. 0. 0.”

Form 990, Part IX, Line 24E

“Volunteer related 747. 747. 0. 0.”

Financial Statement Notes

Pt IV, Line 2B

“Collection items are acquired through purchases and contributions are not capitalized”

Pt III, Line 4

“Collection items include items of historical significance to the city of beverly”

Pt XI, Line 2D

“Income shown net of expenses on form 990”

Pt XII, Line 2D

“Income shown net of expenses on form 990”

Pt V, Line 4

“The objective of the endowment fund is to generate a long-term return in the form of income and growth which will allow distributions consistent with the board of trustee's spending policy, while preserving over time, the principal value of the fund's assets as measured in real, inflation adjusted terms.”

Raw XML AppendixShowing 400 of 637 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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
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IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossReceiptsAmt01005031
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IRS990/InsuranceGrp/ProgramServicesAmt011063
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt08672
IRS990/InventoriesForSaleOrUseGrp/EOYAmt08235
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt01194860
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IRS990/LandBldgEquipCostOrOtherBssAmt01908745
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt038505
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SHARE BEVERLY'S HISTORY WITH EVERYONE THROUGH OUR COLLECTIONS WHICH ENCOMPASS 3 HOUSES, 5 CENTURIES AND THOUSANDS OF STORIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03181555
IRS990/NetAssetsOrFundBalancesEOYAmt03167592
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-9267
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9267
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02999
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02999
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02352
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02750
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02750
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03513
IRS990/OccupancyGrp/ProgramServicesAmt029496
IRS990/OccupancyGrp/TotalAmt033009
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07384
IRS990/OfficeExpensesGrp/ProgramServicesAmt0355
IRS990/OfficeExpensesGrp/TotalAmt07739
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05403
IRS990/OtherAssetsTotalGrp/EOYAmt014959
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03567
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04756
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03567
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011890
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02026
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21419
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
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IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt35624
IRS990/OtherExpensesGrp/TotalAmt02026
IRS990/OtherExpensesGrp/TotalAmt14040
IRS990/OtherExpensesGrp/TotalAmt21419
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IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0119575
IRS990/OtherSalariesAndWagesGrp/TotalAmt0119575
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02203
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02938
IRS990/PayrollTaxesGrp/ProgramServicesAmt013220
IRS990/PayrollTaxesGrp/TotalAmt018361
IRS990/PensionPlanContributionsGrp/FundraisingAmt01399
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01865
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01399
IRS990/PensionPlanContributionsGrp/TotalAmt04663
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0500988
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0501388
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027661
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08987
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01804
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06342
IRS990/PrincipalOfficerNm0DONALD MACQUARRIE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0999999
IRS990/ProgramServiceRevenueGrp/BusinessCd1999999
IRS990/ProgramServiceRevenueGrp/BusinessCd2999999
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1COLLECTIONS
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS PROGRAMS
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03001
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214095
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0252728
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0111796
IRS990/PYOtherExpensesAmt0152971
IRS990/PYOtherRevenueAmt030188
IRS990/PYProgramServiceRevenueAmt019911
IRS990/PYRevenuesLessExpensesAmt038351
IRS990/PYSalariesCompEmpBnftPaidAmt0223301
IRS990/PYTotalExpensesAmt0376272
IRS990/PYTotalRevenueAmt0414623
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-13963
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02750
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt023071
IRS990/SavingsAndTempCashInvstGrp/BOYAmt069636
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060778
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0270148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0426699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0243779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0477552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01780012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt061332
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0111006
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0119308
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt033135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032701
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0357482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt098759
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt061332
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0111006
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0119308

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,181,393
Liabilities
$13,801
Net assets
$3,167,592
Revenue
$443,507
Expenses
$457,470
Net income
-$13,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.35$0.03$4.32$1.06$0.58$0.48
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.23$3.84$0.72$0.47$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.65$0.05$3.60$0.42$0.55$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.07$3.96$1.00$0.41$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.06$3.23$0.46$0.40$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.01$3.17$0.44$0.46$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.04$3.18$0.41$0.38$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.04$3.14$0.61$0.50$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.13$3.04$0.41$0.37$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.01$0.01$3.00$0.49$0.29$0.20
2014Summary only. Only limited summary data is available for this year.$2.81$0.02$2.80$0.37$0.30$0.07
2013Summary only. Only limited summary data is available for this year.$2.74$0.01$2.73$0.32$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$2.69$0.01$2.68$0.35$0.27$0.08
2011Summary only. Only limited summary data is available for this year.$2.62$0.01$2.61$0.19$0.27$0.08