Civic Intelligence

Beverly Historical Society Inc.

990 • Fiscal year 2020 • EIN 04-2237789

Oct 01, 2019 to Sep 30, 2020 • Filed on Mar 08, 2021

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

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.13x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$77,854

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

43rd percentile

3.4%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

4.4%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,289,996

Up $108,603 (+3.4%) from 2019

Net Assets

Up

$3,228,410

Up $60,818 (+1.9%) from 2019

Liabilities

Up

$61,586

Up $47,785 (+346%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin64th percentile

Revenue

Up

$462,861

Up $19,354 (+4.4%) from 2019

Expenses

Down

$402,043

Down $55,427 (-12%) from 2019

Net Income

Up

$60,818

Up $74,781 (+536%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$3,289,996
Liabilities$61,586
Net Assets$3,228,410
Open 2020 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

2020

Revenue$462,861
Expenses$402,043
Net Income$60,818
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Mar 8, 2021
Return Version
2019v5.1
Gross Receipts
$1,053,463
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$1,713,854$1,890,000▲ $176,146
Investments in Publicly Traded Securities$1,194,860$1,172,573▼ $22,287
Cash and Non-Interest-Bearing Accounts$173,378$170,068▼ $3,310
Savings and Temporary Cash Investments$60,778$41,282▼ $19,496
Pledges and Grants Receivable$8,987$0▼ $8,987
Inventories for Sale or Use$8,235$6,996▼ $1,239
Prepaid Expenses and Deferred Charges$6,342$6,342→ $0
Total Assets$3,181,393$3,289,996▲ $108,603
Other Assets Total$14,959$2,735▼ $12,224
Liabilities
Unsecured Notes Loans Payable-$49,482-
Accounts Payable and Accrued Expenses$13,801$12,104▼ $1,697
Other Liabilities-$0-
Total Liabilities$13,801$61,586▲ $47,785
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,445,753$2,515,521▲ $69,768
Net Assets With Donor Restrictions$721,839$712,889▼ $8,950
Total Net Assets Fund Balance$3,167,592$3,228,410▲ $60,818
Total Liabilities and Net Assets / Fund Balance$3,181,393$3,289,996▲ $108,603

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,319,237$177,763-
Land$570,170--
Equipment$593$28,533-
Other Assets Org$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,258,855$500▲ $62,006$94,456$1,216,592
2018$1,397,638$400▲ $58,584$185,500$1,258,855
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
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sue GoganianDirectorFT$77,854$77,854

Board Members and Trustees

NameTitle
Lincoln WilliamsPresident
Dan LohnesTrustee
Fay SaltTrustee
JEANNE O'HEARNTrustee
Jay LeahyTrustee
Lori CianciulliTrustee
MICHAEL O'BRIENTrustee
Michael MalerTrustee
Michelle DulleaTrustee
Sarah BoucherTrustee
Stefano BassoTrustee
Steve CapodilupoTrustee
William ScanlonTrustee
Barbara BroudoSecretary
Jan JefgoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$392,038
Program Service Revenue
$8,556
Investment Income
$51,693
Other Revenue
$10,574
All Other Contributions
$173,198
Change in Net Assets
$60,818

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
$462,861
Revenue Not Reported on Form 990
$4,474
Total Revenue per Audited Statements
$467,335
Total Revenue per Form 990
$462,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$235,423
Other Expenses$166,620
Total Fundraising Expense$30,649
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,674$0$0$122,674
Current Officers, Directors, Trustees, and Key Employees$23,942$31,922$23,942$79,806
All Other Expenses$66,131$13,146$0$79,277
Occupancy$23,474$3,000$0$26,474
Payroll Taxes$12,723$2,848$2,136$17,707
Insurance$11,063$3,688$0$14,751
Depreciation Depletion$8,554$2,851$0$11,405
Other Employee Benefits$3,135$4,181$3,135$10,451
Fees for Services Accounting$0$9,665$0$9,665
Office Expenses$0$9,435$0$9,435
Other Expenses$5,919$0$0$5,919
Pension Plan Contributions$1,436$1,913$1,436$4,785
Total Functional Expenses$279,051$92,343$30,649$402,043

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$406,517
Expenses per Audited Statements$402,043
Total Expenses per Form 990$402,043
Expenses Not Reported on Form 990$4,474
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,622
Fundraising Direct Expenses$972
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
0$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 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
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
2021-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan Jefgood
Formed
1891
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
15
Volunteers
42

Preparer

Firm
Horvitz & Frisch Pc
Address
128 MAIN ST, GLOUCESTER, MA 01930
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 5205. 5205. 0. 0.”

Form 990, Part IX, Line 24E

“Exhibits 1552. 1552. 0. 0.”

Form 990, Part IX, Line 24E

“Grant related 54980. 47480. 7500. 0.”

Form 990, Part IX, Line 24E

“Marketing 643. 0. 643. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 2410. 2410. 0. 0.”

Form 990, Part IX, Line 24E

“Newsletter 932. 932. 0. 0.”

Form 990, Part IX, Line 24E

“Payroll service fees 1266. 0. 1266. 0.”

Form 990, Part IX, Line 24E

“Postage 3737. 0. 3737. 0.”

Form 990, Part IX, Line 24E

“Professional development 2957. 2957. 0. 0.”

Form 990, Part IX, Line 24E

“Program expenses 5238. 5238. 0. 0.”

Form 990, Part IX, Line 24E

“Volunteer related 357. 357. 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 620 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013801
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012104
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SHARE BEVERLY'S HISTORY WITH EVERYONE THROUGH OUR COLLECTIONS WHICH ENCOMPASS 3 HOUSES, 5 CENTURIES AND THOUSANDS OF STORIES
IRS990/AllOtherContributionsAmt0173198
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013146
IRS990/AllOtherExpensesGrp/ProgramServicesAmt066131
IRS990/AllOtherExpensesGrp/TotalAmt079277
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SUSAN GOGANIAN
IRS990/BooksInCareOfDetail/PhoneNum09789221186
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0117 CABOT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEVERLY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001915
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0173378
IRS990/CashNonInterestBearingGrp/EOYAmt0170068
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt023942
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt031922
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt023942
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt079806
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt03502
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0392038
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt051693
IRS990/CYOtherExpensesAmt0166620
IRS990/CYOtherRevenueAmt010574
IRS990/CYProgramServiceRevenueAmt08556
IRS990/CYRevenuesLessExpensesAmt060818
IRS990/CYSalariesCompEmpBnftPaidAmt0235423
IRS990/CYTotalExpensesAmt0402043
IRS990/CYTotalFundraisingExpenseAmt030649
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0462861
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02851
IRS990/DepreciationDepletionGrp/ProgramServicesAmt08554
IRS990/DepreciationDepletionGrp/TotalAmt011405
IRS990/Desc0TO SHARE BEVERLY'S HISTORY WITH EVERYONE THROUGH OUR COLLECTIONS WHICH ENCOMPASS 3 HOUSES, 5 CENTURIES AND THOUSANDS OF STORIES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0721839
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0712889
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0279051
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09665
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt09665
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
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/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHELLE DULLEA
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL MALER
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN LOHNES
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JAY LEAHY
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM SCANLON
IRS990/Form990PartVIISectionAGrp/PersonNm6LORI CIANCIULLI
IRS990/Form990PartVIISectionAGrp/PersonNm7STEFANO BASSO
IRS990/Form990PartVIISectionAGrp/PersonNm8SARAH BOUCHER
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE CAPODILUPO
IRS990/Form990PartVIISectionAGrp/PersonNm10JEANNE O'HEARN
IRS990/Form990PartVIISectionAGrp/PersonNm11FAY SALT
IRS990/Form990PartVIISectionAGrp/PersonNm12JAN JEFGOOD
IRS990/Form990PartVIISectionAGrp/PersonNm13LINCOLN WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm14BARBARA BROUDO
IRS990/Form990PartVIISectionAGrp/PersonNm15SUE GOGANIAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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/ReportableCompFromOrgAmt1577854
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01891
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt0972
IRS990/FundraisingGrossIncomeAmt09622
IRS990/GainOrLossGrp/SecuritiesAmt0-45592
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0180960
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0540536
IRS990/GrossReceiptsAmt01053463
IRS990/GrossRentsGrp/RealAmt0614
IRS990/GrossSalesOfInventoryAmt04812
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03688
IRS990/InsuranceGrp/ProgramServicesAmt011063
IRS990/InsuranceGrp/TotalAmt014751
IRS990/InventoriesForSaleOrUseGrp/BOYAmt08235
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06996
IRS990/InvestmentIncomeGrp/ExclusionAmt097285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt097285
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01194860
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01172573
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0206296
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01713854
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01890000
IRS990/LandBldgEquipCostOrOtherBssAmt02096296
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0586128
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt037880
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/NetAssetsOrFundBalancesBOYAmt03167592
IRS990/NetAssetsOrFundBalancesEOYAmt03228410
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-45592
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-45592
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08650
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08650
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01310
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01310
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0614
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0614
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02445753
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02515521
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03000
IRS990/OccupancyGrp/ProgramServicesAmt023474
IRS990/OccupancyGrp/TotalAmt026474
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09435
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt09435
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014959
IRS990/OtherAssetsTotalGrp/EOYAmt02735
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03135
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04181
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03135
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010451
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01928
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17766
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt25919
IRS990/OtherExpensesGrp/TotalAmt01928
IRS990/OtherExpensesGrp/TotalAmt17766
IRS990/OtherExpensesGrp/TotalAmt25919
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0122674
IRS990/OtherSalariesAndWagesGrp/TotalAmt0122674
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02136
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02848
IRS990/PayrollTaxesGrp/ProgramServicesAmt012723
IRS990/PayrollTaxesGrp/TotalAmt017707
IRS990/PensionPlanContributionsGrp/FundraisingAmt01436
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01913
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01436
IRS990/PensionPlanContributionsGrp/TotalAmt04785
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08987
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06342
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06342
IRS990/PrincipalOfficerNm0JAN JEFGOOD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0999999
IRS990/ProgramServiceRevenueGrp/BusinessCd1999999
IRS990/ProgramServiceRevenueGrp/BusinessCd2999999
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1COLLECTIONS
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS PROGRAMS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0711
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26122
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0358835
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt058582
IRS990/PYOtherExpensesAmt0225151
IRS990/PYOtherRevenueAmt08101
IRS990/PYProgramServiceRevenueAmt017989
IRS990/PYRevenuesLessExpensesAmt0-13963
IRS990/PYSalariesCompEmpBnftPaidAmt0232319
IRS990/PYTotalExpensesAmt0457470
IRS990/PYTotalRevenueAmt0443507
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt060818
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0614
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt010079
IRS990/SavingsAndTempCashInvstGrp/BOYAmt060778
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041282
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0398188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0361834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0270148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0426699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0243779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01700648
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt052307
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt061332
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0111006
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0119308
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033135
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0377088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt091494
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt052307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt061332
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0111006
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0119308
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0377088
IRS990ScheduleA/InvestmentIncomeCYPct00.17380
IRS990ScheduleA/InvestmentIncomePYPct00.15990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,289,996
Liabilities
$61,586
Net assets
$3,228,410
Revenue
$462,861
Expenses
$402,043
Net income
$60,818
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