Civic Intelligence

Porter-Phelps-Huntington Foundation Inc.

990 • Fiscal year 2020 • EIN 04-6112093

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 13, 2021

130 River DriveHadley, MA 01035

(413) 584-4699

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

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

Asset Growth

53rd percentile

7.1%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

65th percentile

9.5%

Faster revenue growth than 65% of similar nonprofits.

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

Assets

Up

$1,441,445

Up $95,167 (+7.1%) from 2019

Net Assets

Up

$1,441,445

Up $95,167 (+7.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$95,704

Up $8,309 (+9.5%) from 2019

Expenses

Up

$71,720

Up $17,697 (+33%) from 2019

Net Income

Down

$23,984

Down $9,388 (-28%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $893,945Liabilities 2011: $0Net Assets 2011: $893,9452011Assets 2012: $929,286Liabilities 2012: $0Net Assets 2012: $929,2862012Assets 2013: $1,008,526Liabilities 2013: $0Net Assets 2013: $1,008,5262013Assets 2014: $1,153,285Liabilities 2014: $0Net Assets 2014: $1,153,2852014Assets 2015: $1,175,361Liabilities 2015: $0Net Assets 2015: $1,175,3612015Assets 2016: $1,177,963Liabilities 2016: $0Net Assets 2016: $1,177,9632016Assets 2017: $1,075,513Liabilities 2017: $0Net Assets 2017: $1,075,5132017Assets 2018: $1,195,233Liabilities 2018: $0Net Assets 2018: $1,195,2332018Assets 2019: $1,346,278Liabilities 2019: $0Net Assets 2019: $1,346,2782019Assets 2020: $1,441,445Liabilities 2020: $0Net Assets 2020: $1,441,4452020Assets 2021: $1,629,387Liabilities 2021: $0Net Assets 2021: $1,629,3872021Assets 2022: $1,479,433Liabilities 2022: $0Net Assets 2022: $1,479,4332022Assets 2023: $1,729,272Liabilities 2023: $0Net Assets 2023: $1,729,2722023Assets 2024: $1,691,303Liabilities 2024: $0Net Assets 2024: $1,691,3032024

Highlighted filing

2020

Assets$1,441,445
Liabilities$0
Net Assets$1,441,445

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $67,477Expenses 2011: $58,805Net Income 2011: $8,6722011Revenue 2012: $70,771Expenses 2012: $59,410Net Income 2012: $11,3612012Revenue 2013: $124,142Expenses 2013: $124,676Net Income 2013: -$5342013Revenue 2014: $70,066Expenses 2014: $63,546Net Income 2014: $6,5202014Revenue 2015: $91,640Expenses 2015: $69,462Net Income 2015: $22,1782015Revenue 2016: $86,253Expenses 2016: $64,516Net Income 2016: $21,7372016Revenue 2017: $81,120Expenses 2017: $75,450Net Income 2017: $5,6702017Revenue 2018: $74,181Expenses 2018: $60,340Net Income 2018: $13,8412018Revenue 2019: $87,395Expenses 2019: $54,023Net Income 2019: $33,3722019Revenue 2020: $95,704Expenses 2020: $71,720Net Income 2020: $23,9842020Revenue 2021: $116,180Expenses 2021: $65,519Net Income 2021: $50,6612021Revenue 2022: $166,439Expenses 2022: $122,636Net Income 2022: $43,8032022Revenue 2023: $170,492Expenses 2023: $160,846Net Income 2023: $9,6462023Revenue 2024: $133,494Expenses 2024: $182,709Net Income 2024: -$49,2152024

Highlighted filing

2020

Revenue$95,704
Expenses$71,720
Net Income$23,984
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 13, 2021
Return Version
2020v4.1
Gross Receipts
$103,322
Mission and Program Overview

Mission

The Porter-Phelps-Huntington Foundation, Inc. operated and preserves the Porter-Phelps-Huntington Museum, Phelps Farm, historic grounds, gardens, agricultural land, historic collections and archives, and presents historical and cultural programs for the general public. Expenses are related to operations, preservation, maintenance and support of an historic house museum and site and public outreach programming. The Foundation also received Phelps Farm in 2022 and expenses relate to the stabilization of this 1816 structure and managing the property including outbuildings and 50 acres of preserved farmland.

The Foundation operates and preserves The Porter Phelps Huntington Museum, histo0rical grounds, gardens, agricultural land, collections and archives, and presents historical and cultural programs for the general public

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$994,620$1,065,752▲ $71,132
Land, Buildings, and Equipment, Net$182,150$192,202▲ $10,052
Cash and Non-Interest-Bearing Accounts$169,508$183,491▲ $13,983
Total Assets$1,346,278$1,441,445▲ $95,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,307,134$1,400,397▲ $93,263
Net Assets With Donor Restrictions$39,144$41,048▲ $1,904
Total Net Assets Fund Balance$1,346,278$1,441,445▲ $95,167
Total Liabilities and Net Assets / Fund Balance$1,346,278$1,441,445▲ $95,167

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$148,452-$252,478
Land$43,750-$43,750
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$62,413
Program Service Revenue
$0
Investment Income
$13,110
Other Revenue
$20,181
All Other Contributions
$46,663
Change in Net Assets
$23,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$35,986
Other Expenses$35,734
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$33,429--$33,429
Advertising$3,342$436-$3,778
Insurance$3,523--$3,523
Payroll Taxes$2,557--$2,557
Occupancy-$1,305-$1,305
Other Expenses$50--$50
Total Functional Expenses$69,979$1,741$0$71,720
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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

Filer Name
Porter-Phelps-Huntington Foundation Inc
EIN
04-6112093
Phone
4135844699
Address
130 River Drive, Hadley, MA 01035

Signing Officer

Name
Sidney Poritz
Title
Treasurer
Signed
2021-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sidney Poritz
Formed
1948
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
42

Preparer

Firm
John P Regish & Co CPA
Address
8 River Drive, Hadley, MA 01035
Preparer
John P Regish
Phone
4135842941
Supplemental Narrative

Additional Explanations

990, Part I, Section XI, Line 9

Increase in value of securities

Financial Statement Notes

2

Contributions of papers, artifacts and works of art to the foundation for its permanent collection are not recorded as revenue on its income statement. The museum collections include buildings, grounds, papers, artifacts, paintings, and works of art relating to the Porter-Phelps-Huntington family and site, and are preserved and made available to the public and scholars as an educational and cultural resourse through tours, scholarly colloquia, research institutes, internships in coordination with the five-college community. The Porter-Phelps-Huntington papers are on long term loan to Amherst College Archives, and Special Collections.

3

Due to the Covid-19 Pandemic the museum was closed to the publicfor all community outreach programs and guided tours. The museum did keep open its National Connecticut River Scenic Byway Trail System. We will also be closed for our 2021 season and expect to be open fully for our 2022 season. The museum did engage seven interns during the summer and fall who processed new collections, and did research and blogged on to the museums website and social media about their findings to keep the public engaged at happenings at the museum while it was sheltered.

3

Museum Internships - We offered internships to undergraduates interested in learning about small museum operations and programming. During the 2020 pandemic interns sorted, organized, described, folded and boxed new collections, mostly archival materials. They researched and wrote about the collections for blogging posts on the museums website and facebook. Interns developed their understanding of the historical site through additional research and developed their writing skills.

V 11B

The 990 is reviewed by the Board Treasurer and President. The foundation makes its governing documents, financail statemrts, and policies available to the public if requested in writing.

X 19

Differences reflect increase/decrease in portfolios value and increase/decrease in adjustments to fixed assets.

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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt048614
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013095
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt018037
IRS990/PYOtherRevenueAmt015741
IRS990/PYProgramServiceRevenueAmt09945
IRS990/PYRevenuesLessExpensesAmt033372
IRS990/PYSalariesCompEmpBnftPaidAmt035986
IRS990/PYTotalExpensesAmt054023
IRS990/PYTotalRevenueAmt087395
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023984
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt013164
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0232670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026297
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028836
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027220
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028174
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0137745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026297
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028174
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0137745
IRS990ScheduleA/InvestmentIncomeCYPct00.32410
IRS990ScheduleA/InvestmentIncomePYPct00.33000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06994
IRS990ScheduleA/OtherIncome509Grp/TotalAmt06994
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.65950
IRS990ScheduleA/PublicSupportPY509Pct00.66700
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0280282
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058452
IRS990ScheduleA/Total509Grp/TotalAmt0280282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086626
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0425021
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0148452
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0252478
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt043750
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt043750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Contributions of papers, artifacts and works of art to the foundation for its permanent collection are not recorded as revenue on its income statement. The museum collections include buildings, grounds, papers, artifacts, paintings, and works of art relating to the Porter-Phelps-Huntington family and site, and are preserved and made available to the public and scholars as an educational and cultural resourse through tours, scholarly colloquia, research institutes, internships in coordination with the five-college community. The Porter-Phelps-Huntington papers are on long term loan to Amherst College Archives, and Special Collections.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Due to the Covid-19 Pandemic the museum was closed to the publicfor all community outreach programs and guided tours. The museum did keep open its National Connecticut River Scenic Byway Trail System. We will also be closed for our 2021 season and expect to be open fully for our 2022 season. The museum did engage seven interns during the summer and fall who processed new collections, and did research and blogged on to the museums website and social media about their findings to keep the public engaged at happenings at the museum while it was sheltered.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Museum Internships - We offered internships to undergraduates interested in learning about small museum operations and programming. During the 2020 pandemic interns sorted, organized, described, folded and boxed new collections, mostly archival materials. They researched and wrote about the collections for blogging posts on the museums website and facebook. Interns developed their understanding of the historical site through additional research and developed their writing skills.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3The 990 is reviewed by the Board Treasurer and President. The foundation makes its governing documents, financail statemrts, and policies available to the public if requested in writing.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4Differences reflect increase/decrease in portfolios value and increase/decrease in adjustments to fixed assets.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc02
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc13
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc23
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3V 11b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4X 19
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0192202
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Increase in value of securities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990, Part I, Section XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01346278
IRS990/TotalAssetsEOYAmt01441445
IRS990/TotalAssetsGrp/BOYAmt01346278
IRS990/TotalAssetsGrp/EOYAmt01441445
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt062413
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01741
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069979
IRS990/TotalFunctionalExpensesGrp/TotalAmt071720
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01346278
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01441445
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026297
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095704
IRS990/TotalVolunteersCnt042
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01346278
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01441445
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt040 Laurel Hill Drive
IRS990/USAddress/CityNm0Leverett

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.13$0.18$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.17$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.17$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.07$0.02
2019Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.09$0.05$0.03
2018Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.07$0.06$0.01
2017Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.08$0.08$0.01
2016Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.09$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.09$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.07$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.12$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.07$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.07$0.06$0.01