Civic Intelligence

Historic Deerfield Inc.

990 • Fiscal year 2014 • EIN 04-2262880

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 12, 2015

Organization ProfileWWW.HISTORIC-DEERFIELD.ORG

View Organization Page

PO Box 321Deerfield, MA 01342

(413) 774-5581

Siviq Scores

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

Liabilities / Assets

12th percentile

0.02x

Higher debt load relative to assets than 12% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.28x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

8th percentile

-17%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$177,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-12%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$71,512,773

Up $7,230,201 (+11%) from 2013

Net Assets

Up

$70,029,317

Up $7,193,896 (+11%) from 2013

Liabilities

Up

$1,483,456

Up $36,305 (+2.5%) from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin8th percentile

Revenue

Down

$5,337,429

Down $743,288 (-12%) from 2013

Expenses

Up

$6,265,499

Up $1,057,104 (+20%) from 2013

Net Income

Down

-$928,070

Down $1,800,392 (-206%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$100M$50M$0Assets 2011: $78,879,844Liabilities 2011: $1,440,631Net Assets 2011: $77,439,2132011Assets 2012: $58,208,194Liabilities 2012: $1,574,979Net Assets 2012: $56,633,2152012Assets 2013: $64,282,572Liabilities 2013: $1,447,151Net Assets 2013: $62,835,4212013Assets 2014: $71,512,773Liabilities 2014: $1,483,456Net Assets 2014: $70,029,3172014Assets 2015: $67,011,430Liabilities 2015: $1,622,492Net Assets 2015: $65,388,9382015Assets 2016: $62,454,138Liabilities 2016: $1,330,408Net Assets 2016: $61,123,7302016Assets 2017: $64,735,883Liabilities 2017: $1,150,778Net Assets 2017: $63,585,1052017Assets 2018: $65,062,522Liabilities 2018: $1,225,516Net Assets 2018: $63,837,0062018Assets 2019: $64,167,841Liabilities 2019: $1,228,820Net Assets 2019: $62,939,0212019Assets 2020: $60,729,953Liabilities 2020: $2,181,376Net Assets 2020: $58,548,5772020Assets 2021: $76,973,698Liabilities 2021: $3,515,358Net Assets 2021: $73,458,3402021Assets 2022: $68,326,078Liabilities 2022: $3,295,997Net Assets 2022: $65,030,0812022Assets 2023: $72,346,362Liabilities 2023: $2,335,179Net Assets 2023: $70,011,1832023Assets 2024: $86,212,286Liabilities 2024: $2,275,410Net Assets 2024: $83,936,8762024

Highlighted filing

2014

Assets$71,512,773
Liabilities$1,483,456
Net Assets$70,029,317
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,610,503Expenses 2011: $5,141,854Net Income 2011: -$531,3512011Expenses 2012: $4,691,5432012Revenue 2013: $6,080,717Expenses 2013: $5,208,395Net Income 2013: $872,3222013Revenue 2014: $5,337,429Expenses 2014: $6,265,499Net Income 2014: -$928,0702014Revenue 2015: $6,040,537Expenses 2015: $7,342,988Net Income 2015: -$1,302,4512015Revenue 2016: $4,994,971Expenses 2016: $6,787,555Net Income 2016: -$1,792,5842016Revenue 2017: $4,995,787Expenses 2017: $6,847,678Net Income 2017: -$1,851,8912017Revenue 2018: $7,385,454Expenses 2018: $7,656,128Net Income 2018: -$270,6742018Revenue 2019: $6,785,076Expenses 2019: $7,484,381Net Income 2019: -$699,3052019Revenue 2020: $5,490,166Expenses 2020: $6,868,265Net Income 2020: -$1,378,0992020Revenue 2021: $8,334,092Expenses 2021: $6,886,164Net Income 2021: $1,447,9282021Revenue 2022: $10,139,425Expenses 2022: $8,074,893Net Income 2022: $2,064,5322022Revenue 2023: $8,880,473Expenses 2023: $9,110,458Net Income 2023: -$229,9852023Revenue 2024: $16,718,745Expenses 2024: $9,720,845Net Income 2024: $6,997,9002024

Highlighted filing

2014

Revenue$5,337,429
Expenses$6,265,499
Net Income-$928,070
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Gross Receipts
$30,943,103
Mission and Program Overview

Mission

Historic deerfield, inc. Is a museum of early american history, architecture, and the decorative arts that recognizes a particular responsibility for preserving and interpreting the buildings entrusted to it, their unique setting in the town of deerfield, and the collections in those buildings. The goal of historic deerfield is to provide the traveling public, students and families with a day-long experience in a place defined by authenticity, human scale, profound historic preservation and beauty that delivers an understanding of early new england life with a memorable recreational event of the best possible kind.

Historic deerfield, inc. Is a museum of early american history, architecture, and the decorative arts that recognizes a particular responsibility for preserving and interpreting the buildings entrusted to it, their unique setting in the town of deerfield, and the collections in those buildings. To this end it maintains and operates the buildings as exhibition areas open to the public; it conducts a broad range of educational programs; it refines and adds to its collections; and it promotes continuing research in its museum and library collections and in the history of the connecticut valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$28,230,514$33,285,511▲ $5,054,997
Land, Buildings, and Equipment, Net$12,730,675$12,432,456▼ $298,219
Inventories for Sale or Use$396,292$415,541▲ $19,249
Cash and Non-Interest-Bearing Accounts$516,001$244,705▼ $271,296
Prepaid Expenses and Deferred Charges$106,381$86,308▼ $20,073
Pledges and Grants Receivable$6,625$44,931▲ $38,306
Accounts Receivable$40,092$42,209▲ $2,117
Total Assets$64,282,572$71,512,773▲ $7,230,201
Other Assets Total$22,255,992$24,961,112▲ $2,705,120
Liabilities
Mortgage Notes Payable Secured by Investment Property$832,795$786,544▼ $46,251
Accounts Payable and Accrued Expenses$432,563$433,828▲ $1,265
Deferred Revenue$181,793$263,084▲ $81,291
Total Liabilities$1,447,151$1,483,456▲ $36,305
Net Assets / Fund Balance
Unrestricted Net Assets$31,490,796$30,661,477▼ $829,319
Temporarily Rstr Net Assets$23,128,383$28,699,323▲ $5,570,940
Permanently Rstr Net Assets$8,216,242$10,668,517▲ $2,452,275
Total Net Assets Fund Balance$62,835,421$70,029,317▲ $7,193,896
Total Liabilities and Net Assets / Fund Balance$64,282,572$71,512,773▲ $7,230,201

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,895,724$7,080,642$16,976,366
Equipment$587,639$2,384,544$2,972,183
Other Land Buildings$1,499,461$472,983$1,972,444
Land$348,562-$348,562
Leasehold Improvements$101,070$223,913$324,983
Other Assets Org$301,921--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$31,474,644$2,256,674▲ $5,406,878$2,495,852$36,642,344
2012$29,444,346$34,042▲ $4,921,283$2,925,027$31,474,644
2011$32,952,666$72,632▲ $16,216$3,597,168$29,444,346
2010$30,259,290$29,539▲ $5,098,685$2,434,848$32,952,666
2009$29,908,503$53,102▲ $2,906,444$2,608,759$30,259,290
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip ZeaPresidentFT$160,000$17,000$177,000
Susan MartinelliAssistant TreasurerFT$76,000$6,800$82,800

Board Members and Trustees

NameTitle
Anne K GrovesChair
Joseph P GromackiVice Chair
Ann Du Mont LordTrustee
Anthony BernerTrustee
Barbara a JamesTrustee
Charles D Schewe PhdTrustee
Charlotte Elizabeth SmithTrustee
Daniel Putnam Brown JrTrustee
John DemosTrustee
John Vander SandeTrustee
Lane Woodworth GossTrustee
Larry CaldwellTrustee
Lindsay OrmsbyTrustee
Lynda Mccurdy HotraTrustee
Steven H MillerTrustee
Joseph Peter SpangSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Newberger BermanInvestment Managers-$257,121
Revenue and Support

Revenue Composition

Contributions and Grants
$1,120,477
Program Service Revenue
$250,444
Investment Income
$1,993,959
Other Revenue
$1,972,549
All Other Contributions
$1,022,755
Change in Net Assets
$-928,070

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Books and Publications$1,445Appraisal
Total Noncash Contributions$1,445-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,761,377
Revenue Not Reported on Financial Statements
$-423,948
Revenue Not Reported on Form 990
$8,367,868
Other Revenue Adjustments
$-681,069
Total Revenue per Audited Statements
$14,129,245
Total Revenue per Form 990
$5,337,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,530,353
Other Expenses$2,705,692
Total Fundraising Expense$591,254
Grants and Similar Amounts Paid$3,999
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,144,051$177,224$223,349$2,544,624
Depreciation Depletion$522,766$18,146$23,244$564,156
Office Expenses$329,772$34,878$58,737$423,387
Other Employee Benefits$297,811$46,511$22,550$366,872
Occupancy$333,485$30,373$100$363,958
Payroll Taxes$242,174$33,027$18,894$294,095
Current Officers, Directors, Trustees, and Key Employees-$259,800-$259,800
Fees for Service Investment Mgmnt Fees-$257,121-$257,121
Advertising$78,405-$133,981$212,386
Travel$41,604$32,743$53,042$127,389
Interest-$105,187-$105,187
Conferences and Meetings$38,927$11,633$14,404$64,964
Pension Plan Contributions$51,152$6,437$7,373$64,962
Fees for Services Accounting-$60,850-$60,850
Benefits to Members$25,455--$25,455
All Other Expenses$3,050$3,627$13,697$20,374
Fees for Services Other$17,743$1,573-$19,316
Other Expenses$17,108$1,407$496$17,108
Fees for Services Legal-$11,883-$11,883
Grants to Domestic Individuals$3,999--$3,999
Total Functional Expenses$4,546,720$1,127,525$591,254$6,265,499

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,689,800
Total Expenses per Form 990$6,265,499
Expenses per Audited Statements$6,008,378
Expenses Not Reported on Form 990$681,422
Expenses Not Reported on Financial Statements$257,121
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The investment/finance committee reviews the 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Monitored thru annual evaluation and other meetings”

Form 990, Part VI, Section B, Line 15

“The board of trustees analyzed comparable compensation information”

Form 990, Part VI, Section C, Line 19

“Historic deerfield provides its governing documents, conflict of interest policy, and financial statements to the public at their written request.”

Part VI Line 10

“The executives of the finance committee review the 990 before it is filed.”

Filing and Contact Details

Filer

EIN
04-2262880
Phone
4137745581

Signing Officer

Name
Susan Martinelli
Title
Asst Treasurer
Phone
4137745581
Signed
2015-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip Zea
Formed
1952
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
230
Volunteers
0

Preparer

Preparer
Robert Suprenant
Phone
4137391800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of trusts 4,695,649. Change in net assets related to collection items not capitalized -245,519. Other 9,089. Gain/loss on disposal of equipment 4,887.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of trusts 4,695,648. Csv 9,473. Gain/loss on disposal of equipment 4,887.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rent expense -122,080. Cost of goods sold -558,989.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 558,989. Rent 122,080.”

Raw XML AppendixShowing 400 of 685 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/PersonNm7JOHN VANDER SANDE
IRS990/Form990PartVIISectionAGrp/PersonNm8LARRY CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm9BARBARA A JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm10CHARLES D SCHEWE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm11CHARLOTTE ELIZABETH SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm12ANTHONY BERNER
IRS990/Form990PartVIISectionAGrp/PersonNm13LINDSAY ORMSBY
IRS990/Form990PartVIISectionAGrp/PersonNm14ANN DU MONT LORD
IRS990/Form990PartVIISectionAGrp/PersonNm15STEVEN H MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm16PHILIP ZEA
IRS990/Form990PartVIISectionAGrp/PersonNm17SUSAN MARTINELLI
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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16160000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1776000
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
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/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0825395
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt097722
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03999
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03999
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025750000
IRS990/GrossReceiptsAmt030943103
IRS990/GrossRentsGrp/RealAmt0193279
IRS990/GrossSalesOfInventoryAmt02459116
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0105187
IRS990/InterestGrp/TotalAmt0105187
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0396292
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0415541
IRS990/InvestmentIncomeGrp/ExclusionAmt01168564
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01168564
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt028230514
IRS990/InvestmentsPubTradedSecGrp/EOYAmt033285511
IRS990/IRPDocumentCnt052
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010162082
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012730675
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012432456
IRS990/LandBldgEquipCostOrOtherBssAmt022594538
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024924605
IRS990/LessRentalExpensesGrp/RealAmt0122080
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY,ARCHITECTURE, AND THE DECORTIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE COLLECTIONS IN THOSE BUILDINGS. TO THIS END IT MAINTAINS AND OPERATES THE BUILDINGS AS EXHIBITION AREAS OPEN TO THE PUBLIC; IT CONDUCTS A BROAD RANGE OF EDUCATIONAL PROGRAMS; IT REFINES AND ADDS TO ITS COLLECTIONS; AND IT PROMOTES CONTINUING RESEARCH IN ITS MUSEUM AND LIBRARY COLLECTIONS AND IN THE HISTORY OF THE CONNECTICUT VALLEY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0832795
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0786544
IRS990/NetAssetsOrFundBalancesBOYAmt062835421
IRS990/NetAssetsOrFundBalancesEOYAmt070029317
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0825395
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0825395
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01798466
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01900127
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0101661
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt071199
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt071199
IRS990/NetUnrelatedBusTxblIncmAmt0-41802
IRS990/NetUnrlzdGainsLossesInvstAmt03657860
IRS990/NoncashContributionsAmt01445
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0100
IRS990/OccupancyGrp/ManagementAndGeneralAmt030373
IRS990/OccupancyGrp/ProgramServicesAmt0333485
IRS990/OccupancyGrp/TotalAmt0363958
IRS990/OfficeExpensesGrp/FundraisingAmt058737
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034878
IRS990/OfficeExpensesGrp/ProgramServicesAmt0329772
IRS990/OfficeExpensesGrp/TotalAmt0423387
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt022255992
IRS990/OtherAssetsTotalGrp/EOYAmt024961112
IRS990/OtherChangesInNetAssetsAmt04464106
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022550
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046511
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0297811
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0366872
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3CONSERVATION
IRS990/OtherExpensesGrp/FundraisingAmt021387
IRS990/OtherExpensesGrp/FundraisingAmt1496
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035105
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11407
IRS990/OtherExpensesGrp/ProgramServicesAmt0349574
IRS990/OtherExpensesGrp/ProgramServicesAmt132060
IRS990/OtherExpensesGrp/ProgramServicesAmt217584
IRS990/OtherExpensesGrp/ProgramServicesAmt317108
IRS990/OtherExpensesGrp/TotalAmt0406066
IRS990/OtherExpensesGrp/TotalAmt132060
IRS990/OtherExpensesGrp/TotalAmt219487
IRS990/OtherExpensesGrp/TotalAmt317108
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01223
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01223
IRS990/OtherRevenueTotalAmt01223
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0223349
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0177224
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02144051
IRS990/OtherSalariesAndWagesGrp/TotalAmt02544624
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018894
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033027
IRS990/PayrollTaxesGrp/ProgramServicesAmt0242174
IRS990/PayrollTaxesGrp/TotalAmt0294095
IRS990/PensionPlanContributionsGrp/FundraisingAmt07373
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06437
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt051152
IRS990/PensionPlanContributionsGrp/TotalAmt064962
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08216242
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010668517
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06625
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt044931
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0106381
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt086308
IRS990/PrincipalOfficerNm0PHILLIP ZEA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MUSEUM ADMISSION/RELATED INCOME
IRS990/ProgramServiceRevenueGrp/Desc1ACADEMIC AND FELLOWSHIP INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt04498
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0236981
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0241479
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18965
IRS990/ProgSrvcAccomActy2Grp/Desc0FELLOWSHIP PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt068032
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03999
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08965
IRS990/ProgSrvcAccomActy3Grp/Desc0MUSEUM STORE AND INNSTORE VISITORS: 23,153
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02062084
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01798466
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt020957
IRS990/PYContributionsGrantsAmt02840890
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt02164010
IRS990/PYOtherExpensesAmt02200005
IRS990/PYOtherRevenueAmt0902160
IRS990/PYProgramServiceRevenueAmt0173657
IRS990/PYRevenuesLessExpensesAmt0872322
IRS990/PYSalariesCompEmpBnftPaidAmt02985433
IRS990/PYTotalExpensesAmt05208395
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06080717
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-928070
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt071199
IRS990/ReportInvestmentsOtherSecInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,512,773
Liabilities
$1,483,456
Net assets
$70,029,317
Revenue
$5,337,429
Expenses
$6,265,499
Net income
-$928,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.2$2.28$83.9$16.7$9.72$7.00
2023Detailed filing. Detailed filing data is available for this year.$72.3$2.34$70.0$8.88$9.11$0.23
2022Detailed filing. Detailed filing data is available for this year.$68.3$3.30$65.0$10.1$8.07$2.06
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$77.0$3.52$73.5$8.33$6.89$1.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.7$2.18$58.5$5.49$6.87$1.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$1.23$62.9$6.79$7.48$0.70
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.1$1.23$63.8$7.39$7.66$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.7$1.15$63.6$5.00$6.85$1.85
2016Detailed filing. Detailed filing data is available for this year.$62.5$1.33$61.1$4.99$6.79$1.79
2015Detailed filing. Detailed filing data is available for this year.$67.0$1.62$65.4$6.04$7.34$1.30
2014Detailed filing. Detailed filing data is available for this year.$71.5$1.48$70.0$5.34$6.27$0.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.3$1.45$62.8$6.08$5.21$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.2$1.57$56.6$4.69
2011Summary only. Only limited summary data is available for this year.$78.9$1.44$77.4$4.61$5.14$0.53