Civic Intelligence

The Shirley-Eustis House Association

990 • Fiscal year 2013 • EIN 04-6071268

Jan 01, 2013 to Dec 31, 2013 • Filed on May 29, 2014

Organization Profilewww.shirleyeustishouse.org
33 Shirley StRoxbury, MA 02119

(617) 442-2275

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

0.04x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

63rd percentile

8.1%

Higher net margin than 63% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$51,500

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

68th percentile

8.7%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,368,800

Up $188,900 (+8.7%) from 2012

Net Assets

Up

$2,361,700

Up $188,100 (+8.7%) from 2012

Liabilities

Up

$7,100

Up $800 (+13%) from 2012

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin63rd percentile

Revenue

$172,300

No earlier filing loaded for comparison.

Expenses

Up

$158,300

Up $600 (+0.4%) from 2012

Net Income

$14,000

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,295,400Liabilities 2010: $27,100Net Assets 2010: $2,268,3002010Assets 2011: $2,024,700Liabilities 2011: $4,800Net Assets 2011: $2,019,9002011Assets 2012: $2,179,900Liabilities 2012: $6,300Net Assets 2012: $2,173,6002012Assets 2013: $2,368,800Liabilities 2013: $7,100Net Assets 2013: $2,361,7002013Assets 2014: $2,439,200Liabilities 2014: $8,400Net Assets 2014: $2,430,8002014Assets 2015: $2,358,600Liabilities 2015: $7,300Net Assets 2015: $2,351,3002015Assets 2016: $2,475,700Liabilities 2016: $7,200Net Assets 2016: $2,468,5002016Assets 2017: $2,708,200Liabilities 2017: $14,400Net Assets 2017: $2,693,8002017Assets 2018: $2,318,200Liabilities 2018: $27,600Net Assets 2018: $2,290,6002018Assets 2019: $2,690,800Liabilities 2019: $19,300Net Assets 2019: $2,671,5002019Assets 2020: $3,070,600Liabilities 2020: $26,600Net Assets 2020: $3,044,0002020Assets 2021: $3,461,600Liabilities 2021: $18,000Net Assets 2021: $3,443,6002021Assets 2022: $2,764,430Liabilities 2022: $12,521Net Assets 2022: $2,751,9092022Assets 2023: $2,875,356Liabilities 2023: $461,873Net Assets 2023: $2,413,4832023Assets 2024: $3,057,842Liabilities 2024: $465,339Net Assets 2024: $2,592,5032024

Highlighted filing

2013

Assets$2,368,800
Liabilities$7,100
Net Assets$2,361,700
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $112,9002010Expenses 2011: $154,5002011Expenses 2012: $157,7002012Revenue 2013: $172,300Expenses 2013: $158,300Net Income 2013: $14,0002013Revenue 2014: $124,000Expenses 2014: $168,100Net Income 2014: -$44,1002014Revenue 2015: $71,400Expenses 2015: $150,900Net Income 2015: -$79,5002015Revenue 2016: $272,100Expenses 2016: $154,900Net Income 2016: $117,2002016Revenue 2017: $314,400Expenses 2017: $288,400Net Income 2017: $26,0002017Revenue 2018: $253,700Expenses 2018: $242,500Net Income 2018: $11,2002018Revenue 2019: $125,500Expenses 2019: $209,000Net Income 2019: -$83,5002019Revenue 2020: $151,000Expenses 2020: $163,900Net Income 2020: -$12,9002020Revenue 2021: $199,100Expenses 2021: $233,100Net Income 2021: -$34,0002021Revenue 2022: $224,178Expenses 2022: $325,441Net Income 2022: -$101,2632022Revenue 2023: $1,098,431Expenses 2023: $1,436,857Net Income 2023: -$338,4262023Revenue 2024: $535,841Expenses 2024: $356,973Net Income 2024: $178,8682024

Highlighted filing

2013

Revenue$172,300
Expenses$158,300
Net Income$14,000
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 29, 2014
Return Version
2013v3.1
Gross Receipts
$172,300
Mission and Program Overview

Mission

The Shirley-Eustis House Association exists to preserve, maintain and interpret the Shirley-Eustis House and grounds as a museum for the education and enjoyment of the public. The Association seeks to engage the broadest possible community in understanding the role of Shirley Place, since its construction as a Royal Governor's mansion in 1747, as it reflects the beginning of our nation and the history of Roxbury and Boston.

The Shirley-Eustis House Association is responsible for saving this unique building. The Association exists today for the purpose of preserving, maintaining and enhancing the House, its furnishings and property.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,954,800$2,125,500▲ $170,700
Savings and Temporary Cash Investments$97,300$122,100▲ $24,800
Land, Buildings, and Equipment, Net$106,300$106,300→ $0
Prepaid Expenses and Deferred Charges$7,600$7,700▲ $100
Cash and Non-Interest-Bearing Accounts$12,900$6,200▼ $6,700
Total Assets$2,179,900$2,368,800▲ $188,900
Other Assets Total$1,000$1,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,300$7,100▲ $800
Total Liabilities$6,300$7,100▲ $800
Net Assets / Fund Balance
Unrestricted Net Assets$1,419,900$1,563,100▲ $143,200
Permanently Rstr Net Assets$455,500$455,500→ $0
Temporarily Rstr Net Assets$298,200$343,100▲ $44,900
Total Net Assets Fund Balance$2,173,600$2,361,700▲ $188,100
Total Liabilities and Net Assets / Fund Balance$2,179,900$2,368,800▲ $188,900

Asset Categories

AssetBook ValueDepreciationBasis
Land$106,300--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,954,900-▲ $303,500$127,000$2,125,500
2012$1,755,100-▲ $268,100$64,800$1,954,900
2011$1,958,200-▼ $119,900$79,800$1,755,100
2010$1,785,300$100▲ $240,800$64,800$1,958,200
2009$1,448,300$600▲ $401,200$62,000$1,785,300
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
Raymond HaroldGovernor$51,500$51,500

Board Members and Trustees

NameTitle
O'REILLY III ARCHERPresident
Nicolson JamesVice President
Patricia VioletteExecutive Director
Detwiller FredericGovernor
Fairbanks JonathanGovernor
Finch WilliamGovernor
Gossels BonnieGovernor
Lambert DavidGovernor
Lampros DeanGovernor
Lang GillianGovernor
Meyer NinaGovernor
Mezack GaryGovernor
Newell LouisGovernor
Richardson JeanneGovernor
Rushing ByronGovernor
Scott-sutherland JenniferGovernor
Simmons SylviaGovernor
Smith NormandGovernor
Talcott HookerGovernor
Taylor ElspethGovernor
Thaler GraceGovernor
Townsend ThomasGovernor
Kuttner WilliamSecretary
Sigal MarloweTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,800
Program Service Revenue
$0
Investment Income
$131,000
Other Revenue
$21,500
All Other Contributions
$14,400
Change in Net Assets
$14,000

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,500
Salaries, Compensation, and Employee Benefits$62,800
Total Fundraising Expense$5,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$20,700$25,700$5,100$51,500
Occupancy$22,000$0$0$22,000
Other Salaries and Wages$8,800$0$0$8,800
Insurance$7,800$0$0$7,800
Fees for Service Investment Mgmnt Fees$0$5,900$0$5,900
Office Expenses$1,800$2,200$500$4,500
Fees for Services Accounting$0$4,100$0$4,100
Other Expenses$3,400$0$0$3,400
Payroll Taxes$1,000$1,300$200$2,500
Advertising$0$1,900$0$1,900
Total Functional Expenses$111,400$41,100$5,800$158,300
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cheryl MezackSpouse of DirectorServices ProvidedNo$1,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
04-6071268
Phone
6174422275

Signing Officer

Name
Marlowe Sigal
Title
Treasurer
Phone
6174422275
Signed
2014-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J ARCHER O'REILLY III
Formed
1913
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
22
Employees
5
Volunteers
10

Preparer

Preparer
David Asadoorian CPA
Phone
9783712599
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

“Overseers elect members of the Board.”

Pt VI, Line 11B

“The Board of Govonors has delegated the responsibility”

Pt VI, Line 11B

“for the review and signing of form 990 to the Treasurer.”

Pt VI, Line 19

“The Organization makes its governing documents and financial”

Pt VI, Line 19

“statements available to the public upon request.”

Form 990, Part IX, Line 24F

“EVENTS”

Financial Statement Notes

Pt III Line 1A

“Accessions of artifacts and reconstruction of the buildings and landscape are expended when purchased. De-accessions are recognized as revenue when sold.”

Pt III Line 4

“The collections consists of the house that was the home of William Shirley, the last Royal Governor of the Colony of Massachusetts and Dr. William Eustis, the first Democratic-Republican governor of Massachusetts.”

Pt V Line 4

“The income from the endowment funds are intended for the continued preservation and maintenance of the House.”

Raw XML AppendixShowing 400 of 487 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/BOYAmt06300
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07100
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Shirley-Eustis House Association is responsible for saving this unique building. The Association exists today for the purpose of preserving, maintaining and enhancing the House, its furnishings and property.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01900
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt01900
IRS990/AllOtherContributionsAmt014400
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0PATRICIA VIOLETTE EX DIR
IRS990/BooksInCareOfDetail/PhoneNum06174422275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1033 Shirley St
IRS990/BooksInCareOfDetail/USAddress/City0Boston
IRS990/BooksInCareOfDetail/USAddress/State0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode002119
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt012900
IRS990/CashNonInterestBearingGrp/EOYAmt06200
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05100
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025700
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020700
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt051500
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt019800
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0131000
IRS990/CYOtherExpensesAmt095500
IRS990/CYOtherRevenueAmt021500
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt014000
IRS990/CYSalariesCompEmpBnftPaidAmt062800
IRS990/CYTotalExpensesAmt0158300
IRS990/CYTotalFundraisingExpenseAmt05800
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0172300
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MAINTENANCE AND PRESERVATION OF THE HISTORIC SHIRLEY-EUSTIS HOUSE LOCATED IN ROXBURY, MASSACHUSETTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0111400
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04100
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt04100
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05900
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05900
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
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/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2132
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt222
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt232
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt242
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/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/PersonNm0RAYMOND HAROLD
IRS990/Form990PartVIISectionAGrp/PersonNm1DETWILLER FREDERIC
IRS990/Form990PartVIISectionAGrp/PersonNm2FAIRBANKS JONATHAN
IRS990/Form990PartVIISectionAGrp/PersonNm3FINCH WILLIAM
IRS990/Form990PartVIISectionAGrp/PersonNm4GOSSELS BONNIE
IRS990/Form990PartVIISectionAGrp/PersonNm5LAMPROS DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm6KUTTNER WILLIAM
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARDSON JEANNE
IRS990/Form990PartVIISectionAGrp/PersonNm8O'REILLY III ARCHER
IRS990/Form990PartVIISectionAGrp/PersonNm9MEYER NINA
IRS990/Form990PartVIISectionAGrp/PersonNm10MEZACK GARY
IRS990/Form990PartVIISectionAGrp/PersonNm11NEWELL LOUIS
IRS990/Form990PartVIISectionAGrp/PersonNm12NICOLSON JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm13RUSHING BYRON
IRS990/Form990PartVIISectionAGrp/PersonNm14SIGAL MARLOWE
IRS990/Form990PartVIISectionAGrp/PersonNm15SIMMONS SYLVIA
IRS990/Form990PartVIISectionAGrp/PersonNm16TAYLOR ELSPETH
IRS990/Form990PartVIISectionAGrp/PersonNm17THALER GRACE
IRS990/Form990PartVIISectionAGrp/PersonNm18TOWNSEND THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm19SMITH NORMAND
IRS990/Form990PartVIISectionAGrp/PersonNm20SCOTT-SUTHERLAND JENNIFER
IRS990/Form990PartVIISectionAGrp/PersonNm21PATRICIA VIOLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm22TALCOTT HOOKER
IRS990/Form990PartVIISectionAGrp/PersonNm23LAMBERT DAVID
IRS990/Form990PartVIISectionAGrp/PersonNm24LANG GILLIAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt051500
IRS990/Form990PartVIISectionAGrp/TitleTxt0Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt1Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt2Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt3Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt4Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt5Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt10Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt11Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt16Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt17Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt18Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt19Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt20Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt21Executive Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt22Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt23Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt24Governor
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01913
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt095100
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt095100
IRS990/GrossReceiptsAmt0172300
IRS990/GrossRentsGrp/RealAmt021500
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt07800
IRS990/InsuranceGrp/TotalAmt07800
IRS990/InvestmentIncomeGrp/ExclusionAmt035900
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035900
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01954800
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02125500
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0106300
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0106300
IRS990/LandBldgEquipCostOrOtherBssAmt0106300
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05400
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Shirley-Eustis House Association is responsible for saving this
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02173600
IRS990/NetAssetsOrFundBalancesEOYAmt02361700
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt095100
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt095100
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt021500
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt021500
IRS990/NetUnrlzdGainsLossesInvstAmt0174100
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt022000
IRS990/OccupancyGrp/TotalAmt022000
IRS990/OfficeExpensesGrp/FundraisingAmt0500
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02200
IRS990/OfficeExpensesGrp/ProgramServicesAmt01800
IRS990/OfficeExpensesGrp/TotalAmt04500
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01000
IRS990/OtherAssetsTotalGrp/EOYAmt01000
IRS990/OtherExpensesGrp/Desc0Museum/Curatorial
IRS990/OtherExpensesGrp/Desc1Maintenance
IRS990/OtherExpensesGrp/Desc2Other Programs
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt010400
IRS990/OtherExpensesGrp/ProgramServicesAmt135500
IRS990/OtherExpensesGrp/ProgramServicesAmt23400
IRS990/OtherExpensesGrp/TotalAmt010400
IRS990/OtherExpensesGrp/TotalAmt135500
IRS990/OtherExpensesGrp/TotalAmt23400
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08800
IRS990/OtherSalariesAndWagesGrp/TotalAmt08800
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0200
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01300
IRS990/PayrollTaxesGrp/ProgramServicesAmt01000
IRS990/PayrollTaxesGrp/TotalAmt02500
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0455500
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0455500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07700
IRS990/PrincipalOfficerNm0J ARCHER O'REILLY III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt031200
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0214000
IRS990/PYOtherExpensesAmt093100
IRS990/PYOtherRevenueAmt012200
IRS990/PYRevenuesLessExpensesAmt099700
IRS990/PYSalariesCompEmpBnftPaidAmt064600
IRS990/PYTotalExpensesAmt0157700
IRS990/PYTotalRevenueAmt0257400
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt014000
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt021500
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt097300
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0122100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0144200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt058400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt049700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt043500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt043300
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0230800
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38450
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.37430
IRS990ScheduleA/PublicSupportTotal170Amt0144200
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt031200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0144200
IRS990ScheduleA/TotalSupportAmt0375000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05900
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01954900
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02125500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0303500
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0127000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01755100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01954900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0268100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt064800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01958200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01755100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-119900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt079800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01785300
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01958200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0240800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt064800
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02800
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01448300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01785300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0401200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt062000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0106300
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0106300
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accessions of artifacts and reconstruction of the buildings and landscape are expended when purchased. De-accessions are recognized as revenue when sold.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The collections consists of the house that was the home of William Shirley, the last Royal Governor of the Colony of Massachusetts and Dr. William Eustis, the first Democratic-Republican governor of Massachusetts.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2The income from the endowment funds are intended for the continued preservation and maintenance of the House.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III Line 1a
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt V Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0106300
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CHERYL MEZACK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Spouse of Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01200
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Services Provided
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt06
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Misc Artifacts
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Artifacts are not valued
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0The Association does not assign a value to items held
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt1in it's collection.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt 1 Column (c)
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt 1 Column (c)
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Overseers elect members of the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Govonors has delegated the responsibility
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2for the review and signing of form 990 to the Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization makes its governing documents and financial

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,368,800
Liabilities
$7,100
Net assets
$2,361,700
Revenue
$172,300
Expenses
$158,300
Net income
$14,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.06$0.47$2.59$0.54$0.36$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.46$2.41$1.10$1.44$0.34
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.01$2.75$0.22$0.33$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.02$3.44$0.20$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.03$3.04$0.15$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.02$2.67$0.13$0.21$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.03$2.29$0.25$0.24$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.01$2.69$0.31$0.29$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.01$2.47$0.27$0.15$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.01$2.35$0.07$0.15$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.43$0.12$0.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.01$2.36$0.17$0.16$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.01$2.17$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.03$2.27$0.11