Civic Intelligence

Historic Deerfield Inc.

990 • Fiscal year 2017 • EIN 04-2262880

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 08, 2018

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.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.23x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

6th percentile

-37%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$201,008

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

41st percentile

3.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

0.0%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$64,735,883

Up $2,281,745 (+3.7%) from 2016

Net Assets

Up

$63,585,105

Up $2,461,375 (+4.0%) from 2016

Liabilities

Down

$1,150,778

Down $179,630 (-14%) from 2016

Revenue

Up

$4,995,787

Up $816 (+0.0%) from 2016

Expenses

Up

$6,847,678

Up $60,123 (+0.9%) from 2016

Net Income

Down

-$1,851,891

Down $59,307 (-3.3%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$64,735,883
Liabilities$1,150,778
Net Assets$63,585,105

Operations Trend

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

2017

Revenue$4,995,787
Expenses$6,847,678
Net Income-$1,851,891
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 8, 2018
Return Version
2016v3.0
Gross Receipts
$15,831,194
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 dedicated to the heritage and preservation of deerfield, massachusetts and the connecticut river valley. Its museums and programs provide today's audiences with experiences that create an understanding and appreciation of new england's historic villages and countryside.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$28,432,201$28,759,112▲ $326,911
Land, Buildings, and Equipment, Net$11,083,235$11,137,788▲ $54,553
Inventories for Sale or Use$429,288$443,211▲ $13,923
Cash and Non-Interest-Bearing Accounts$248,462$85,433▼ $163,029
Prepaid Expenses and Deferred Charges$60,066$59,706▼ $360
Pledges and Grants Receivable$22,533$53,225▲ $30,692
Accounts Receivable$31,366$30,001▼ $1,365
Total Assets$62,454,138$64,735,883▲ $2,281,745
Other Assets Total$22,146,987$24,167,407▲ $2,020,420
Liabilities
Mortgage Notes Payable Secured by Investment Property$683,545$572,578▼ $110,967
Accounts Payable and Accrued Expenses$410,130$340,193▼ $69,937
Deferred Revenue$236,733$238,007▲ $1,274
Total Liabilities$1,330,408$1,150,778▼ $179,630
Net Assets / Fund Balance
Temporarily Rstr Net Assets$24,496,502$27,202,963▲ $2,706,461
Permanently Rstr Net Assets$21,282,871$21,398,284▲ $115,413
Unrestricted Net Assets$15,344,357$14,983,858▼ $360,499
Total Net Assets Fund Balance$61,123,730$63,585,105▲ $2,461,375
Total Liabilities and Net Assets / Fund Balance$62,454,138$64,735,883▲ $2,281,745

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,554,791$9,616,137$18,170,928
Equipment$1,554,476$1,747,522$3,301,998
Other Land Buildings$309,250$347,835$657,085
Land$533,562-$533,562
Leasehold Improvements$185,709$208,844$394,553
Other Assets Org$23,931,446--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$31,341,402$227,478▲ $3,634,286$3,553,350$31,649,816
2015$32,231,376$5,588,709▼ $2,772,622$3,706,061$31,341,402
2014$36,642,344$200,239▼ $1,546,034$3,065,173$32,231,376
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip ZeaPresidentFT$190,008$11,000$201,008
Susan MartinelliAssistant TreasurerFT$93,945-$93,945
Betsy MckeeAssistant SecretaryPT$15,039-$15,039
Deborah KallmanAssistant TreasurerFT$13,013-$13,013

Highest Paid Contractors

ContractorServicesLocationCompensation
Neuberger BermanInvestment Managers605 THIRD AVENUE, New York, NY 10158$235,435
Revenue and Support

Revenue Composition

Contributions and Grants
$872,914
Program Service Revenue
$281,344
Investment Income
$1,568,332
Other Revenue
$2,273,197
All Other Contributions
$872,914
Change in Net Assets
$-1,851,891

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
Real Estate Other$185,000Appraisal
Books and Publications$2,140Appraisal
Total Noncash Contributions$187,140-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,555,759
Revenue Not Reported on Financial Statements
$-559,972
Revenue Not Reported on Form 990
$4,514,129
Other Revenue Adjustments
$-795,407
Total Revenue per Audited Statements
$10,069,888
Total Revenue per Form 990
$4,995,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,063,317
Other Expenses$2,778,061
Total Fundraising Expense$376,651
Grants and Similar Amounts Paid$6,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,666,692$120,829$175,210$2,962,731
Depreciation Depletion$538,027$22,253$6,306$566,586
Office Expenses$373,320$15,934$34,317$423,571
Other Employee Benefits$382,686$21,260$14,677$418,623
Occupancy$366,589$864-$367,453
Payroll Taxes$266,001$29,781$16,639$312,421
Current Officers, Directors, Trustees, and Key Employees$194,609$55,484$55,484$305,577
Advertising$275,924$2,697$2,281$280,902
Fees for Service Investment Mgmnt Fees-$235,435-$235,435
All Other Expenses$104,417$24,886$1,479$130,782
Insurance$61,139$19,933$44,857$125,929
Conferences and Meetings$37,864$71,823$9,484$119,171
Fees for Services Other$103,041$2,003-$105,044
Fees for Services Accounting-$83,450-$83,450
Travel$43,462$25,087$8,198$76,747
Interest-$68,893-$68,893
Pension Plan Contributions$52,318$7,367$4,280$63,965
Information Technology$48,414$11,653$2,903$62,970
Other Expenses$21,328-$536$21,328
Fees for Services Legal-$20,352-$20,352
Grants to Domestic Individuals$6,300--$6,300
Total Functional Expenses$5,631,043$839,984$376,651$6,847,678

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,407,650
Total Expenses per Form 990$6,847,678
Expenses per Audited Statements$6,612,243
Expenses Not Reported on Form 990$795,407
Expenses Not Reported on Financial Statements$235,435
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The full board reviews and approves the 990 before it is filed.

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

Trustees and employees are required to submit signed confilct of interest forms annually.

Form 990, Part VI, Section B, Line 15

The board of trustees analyzes comparable compensation data.

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.

Filing and Contact Details

Filer

Filer Name
Historic Deerfield Inc
EIN
04-2262880
Phone
4137745581
Address
PO BOX 321, DEERFIELD, MA 01342

Signing Officer

Name
Deborah Kallman
Title
Assistant Treasurer
Phone
4137745581
Signed
2018-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Zea
Formed
1952
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
Employees
234
Volunteers
0

Preparer

Firm
The Mp Group Pc
Address
ONE MONARCH PLACE STE 900, SPRINGFIELD, MA 01144-4011
Preparer
Elizabeth Desousa
Phone
4137391800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of trusts 2,020,419. Change in net assets related to collection items not capitalized -300,048. Change in net assets related to deaccessions 99,185.

Financial Statement Notes

PART II, LINE 3:

All seven of the conversation easements held by the organization were acquired prior to 2006. The value of conservation easements is included in the balance sheet. Expenses associated with monitoring, inspecting, handling of violations, and enforcing conservation easements during the year are reported as expenses in the year incurred on the organization's revenue and expense statement.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of trusts 2,020,419.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Rent expense -119,664. Cost of goods sold -675,743.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 675,743. Rent 119,664.

Schedule D Part II, Question 9

All seven of the conservation easements held by the organization were acquired prior to 2006. The value of conservation easements is included in the balance sheet. Expenses associated with monitoring, inspecting, handling of violations, and enforcing conservation easements during the year are reported as expenses in the year included on the organization's revenue and expense statement.

Schedule D Part III, Question 4

In accordance with the practice usually followed by museums, the organizaton does not carry its collections on the statement of financial position. Since items acquired for collections by purchase are not capitalized, the cost of those acquisitions are reported as decreases in net assets in the statement of activities. The proceeds from items disposed of are reported as increases in the appropriate class of net assets in the statement of activities. Contributed works of art, historical treasures and similar assets that are not added to the collection are reported as assets held for sale on the statement of financial position at their fair values at the date of the gift.

Raw XML AppendixShowing 400 of 736 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0410130
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0340193
IRS990/AccountsReceivableGrp/BOYAmt031366
IRS990/AccountsReceivableGrp/EOYAmt030001
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HISTORIC DEERFIELD, INC. IS DEDICATED TO THE HERITAGE AND PRESERVATION OF DEERFIELD, MASSACHUSETTS AND THE CONNECTICUT RIVER VALLEY. ITS MUSEUMS AND PROGRAMS PROVIDE TODAY'S AUDIENCES WITH EXPERIENCES THAT CREATE AN UNDERSTANDING AND APPRECIATION OF NEW ENGLAND'S HISTORIC VILLAGES AND COUNTRYSIDE.
IRS990/AdvertisingGrp/FundraisingAmt02281
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02697
IRS990/AdvertisingGrp/ProgramServicesAmt0275924
IRS990/AdvertisingGrp/TotalAmt0280902
IRS990/AllOtherContributionsAmt0872914
IRS990/AllOtherExpensesGrp/FundraisingAmt01479
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt024886
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0104417
IRS990/AllOtherExpensesGrp/TotalAmt0130782
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBORAH B KALLMAN
IRS990/BooksInCareOfDetail/PhoneNum04137757167
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O HISTORIC DEERFIELD 84B OLD MAIN
IRS990/BooksInCareOfDetail/USAddress/CityNm0DEERFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001342
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0248462
IRS990/CashNonInterestBearingGrp/EOYAmt085433
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt055484
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt055484
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0194609
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0305577
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt09484
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt071823
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt037864
IRS990/ConferencesMeetingsGrp/TotalAmt0119171
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd01
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0235435
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0605 THIRD AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010158
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0NEUBERGER BERMAN
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGERS
IRS990/CostOfGoodsSoldAmt0675743
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0872914
IRS990/CYGrantsAndSimilarPaidAmt06300
IRS990/CYInvestmentIncomeAmt01568332
IRS990/CYOtherExpensesAmt02778061
IRS990/CYOtherRevenueAmt02273197
IRS990/CYProgramServiceRevenueAmt0281344
IRS990/CYRevenuesLessExpensesAmt0-1851891
IRS990/CYSalariesCompEmpBnftPaidAmt04063317
IRS990/CYTotalExpensesAmt06847678
IRS990/CYTotalFundraisingExpenseAmt0376651
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04995787
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0236733
IRS990/DeferredRevenueGrp/EOYAmt0238007
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt06306
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt022253
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0538027
IRS990/DepreciationDepletionGrp/TotalAmt0566586
IRS990/Desc0MUSEUM INCLUDING LIBRARY AND EDUCATIONAL PROGRAMS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt0187140
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0234
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02404776
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt083450
IRS990/FeesForServicesAccountingGrp/TotalAmt083450
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt020352
IRS990/FeesForServicesLegalGrp/TotalAmt020352
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02003
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0103041
IRS990/FeesForServicesOtherGrp/TotalAmt0105044
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0235435
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0235435
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
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/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1911000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH P GROMACKI
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNE K GROVES
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN W LORD
IRS990/Form990PartVIISectionAGrp/PersonNm3LYNDA MCCURDY HOTRA
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH PETER SPANG
IRS990/Form990PartVIISectionAGrp/PersonNm5WESLEY C FREDERICKS JR
IRS990/Form990PartVIISectionAGrp/PersonNm6COLIN G CALLOWAY
IRS990/Form990PartVIISectionAGrp/PersonNm7GERALD C MINGIN
IRS990/Form990PartVIISectionAGrp/PersonNm8LARRY C CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm9BARBARA A JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm10CHARLES D SCHEWE
IRS990/Form990PartVIISectionAGrp/PersonNm11ANTHONY BERNER
IRS990/Form990PartVIISectionAGrp/PersonNm12LINDSAY W ORMSBY
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL C PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVEN H MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm15NANCY J BARNARD
IRS990/Form990PartVIISectionAGrp/PersonNm16FRASER BENNETT BEEDE
IRS990/Form990PartVIISectionAGrp/PersonNm17MARY SPIVY DANGREMOND
IRS990/Form990PartVIISectionAGrp/PersonNm18ELLEN M SNYDER-GRENIER
IRS990/Form990PartVIISectionAGrp/PersonNm19PHILIP ZEA
IRS990/Form990PartVIISectionAGrp/PersonNm20SUSAN MARTINELLI
IRS990/Form990PartVIISectionAGrp/PersonNm21BETSY MCKEE
IRS990/Form990PartVIISectionAGrp/PersonNm22DEBORAH KALLMAN
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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19190008
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2093945
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2115039
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2213013
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt01464
IRS990/GainOrLossGrp/SecuritiesAmt0284178
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06300
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06300
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt041464
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010284178
IRS990/GrossReceiptsAmt015831194
IRS990/GrossRentsGrp/RealAmt0160177
IRS990/GrossSalesOfInventoryAmt02907483
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02903
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011653
IRS990/InformationTechnologyGrp/ProgramServicesAmt048414
IRS990/InformationTechnologyGrp/TotalAmt062970
IRS990/InsuranceGrp/FundraisingAmt044857
IRS990/InsuranceGrp/ManagementAndGeneralAmt019933
IRS990/InsuranceGrp/ProgramServicesAmt061139
IRS990/InsuranceGrp/TotalAmt0125929
IRS990/InterestGrp/ManagementAndGeneralAmt068893
IRS990/InterestGrp/TotalAmt068893
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0429288
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0443211
IRS990/InvestmentIncomeGrp/ExclusionAmt01282690
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01282690
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt028432201
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028759112
IRS990/IRPDocumentCnt049
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011920338
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011083235
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011137788
IRS990/LandBldgEquipCostOrOtherBssAmt023058126
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt040000
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010000000
IRS990/LessRentalExpensesGrp/RealAmt0119664
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 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0683545
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0572578
IRS990/NetAssetsOrFundBalancesBOYAmt061123730
IRS990/NetAssetsOrFundBalancesEOYAmt063585105
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0285642
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0285642
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02086726
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02231740
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0145014
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt040513
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt040513
IRS990/NetUnrelatedBusTxblIncmAmt0-54440
IRS990/NetUnrlzdGainsLossesInvstAmt02306570
IRS990/NoncashContributionsAmt0187140
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0864
IRS990/OccupancyGrp/ProgramServicesAmt0366589
IRS990/OccupancyGrp/TotalAmt0367453
IRS990/OfficeExpensesGrp/FundraisingAmt034317
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015934
IRS990/OfficeExpensesGrp/ProgramServicesAmt0373320
IRS990/OfficeExpensesGrp/TotalAmt0423571
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt022146987
IRS990/OtherAssetsTotalGrp/EOYAmt024167407
IRS990/OtherChangesInNetAssetsAmt01819556
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014677
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021260
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0382686
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0418623
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc1CONSERVATION
IRS990/OtherExpensesGrp/Desc2FELLOWSHIP
IRS990/OtherExpensesGrp/FundraisingAmt0536
IRS990/OtherExpensesGrp/ProgramServicesAmt044990
IRS990/OtherExpensesGrp/ProgramServicesAmt143922
IRS990/OtherExpensesGrp/ProgramServicesAmt221328
IRS990/OtherExpensesGrp/TotalAmt045526
IRS990/OtherExpensesGrp/TotalAmt143922
IRS990/OtherExpensesGrp/TotalAmt221328
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1SAVINGS ACCT INTEREST
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0590
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1354
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0590
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1354
IRS990/OtherRevenueTotalAmt0944
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0175210
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0120829
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02666692
IRS990/OtherSalariesAndWagesGrp/TotalAmt02962731
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016639
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029781
IRS990/PayrollTaxesGrp/ProgramServicesAmt0266001
IRS990/PayrollTaxesGrp/TotalAmt0312421
IRS990/PensionPlanContributionsGrp/FundraisingAmt04280
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07367
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt052318
IRS990/PensionPlanContributionsGrp/TotalAmt063965
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt021282871
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt021398284

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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