Civic Intelligence

Plymouth Antiquarian Society

EIN 04-6116643 • 501(c)3 • Plymouth, MA

Profile

The Plymouth Antiquarian Society is a non-profit educational institution that collects, preserves, and interprets historic houses and artifacts. The Society uses these resources to tell the story of everyday life in Plymouth and New England from the mid-seventeenth century to the present through programs, exhibitions, and other activities. The Society seeks to serve as an educational resource on Plymouth history after the Pilgrim era and to encourage public awareness and understanding of the past.

PO Box 3773Plymouth, MA 02361

www.plymouthantiquariansociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

23rd percentile

-9.4%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$4,328,264

Up $684,542 (+19%) from 2023

Liabilities

Down

$3,613

Down $5,198 (-59%) from 2023

Net Assets

Up

$4,324,651

Up $689,740 (+19%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin23rd percentile

Revenue

Down

$241,960

Down $147,192 (-38%) from 2023

Expenses

Up

$264,764

Up $38,992 (+17%) from 2023

Net Income

Down

-$22,804

Down $186,184 (-114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $1,666,751Liabilities 2010: $9,924Net Assets 2010: $1,656,8272010Assets 2011: $1,576,427Liabilities 2011: $31,089Net Assets 2011: $1,545,3382011Assets 2012: $1,613,651Liabilities 2012: $6,770Net Assets 2012: $1,606,8812012Assets 2013: $2,391,342Liabilities 2013: $4,622Net Assets 2013: $2,386,7202013Assets 2014: $2,603,599Liabilities 2014: $12,213Net Assets 2014: $2,591,3862014Assets 2015: $2,612,285Liabilities 2015: $2,991Net Assets 2015: $2,609,2942015Assets 2016: $2,780,346Liabilities 2016: $13,589Net Assets 2016: $2,766,7572016Assets 2017: $3,117,753Liabilities 2017: $14,159Net Assets 2017: $3,103,5942017Assets 2019: $3,332,487Liabilities 2019: $13,702Net Assets 2019: $3,318,7852019Assets 2020: $3,341,082Liabilities 2020: $11,099Net Assets 2020: $3,329,9832020Assets 2021: $3,862,703Liabilities 2021: $5,212Net Assets 2021: $3,857,4912021Assets 2022: $3,191,056Liabilities 2022: $7,322Net Assets 2022: $3,183,7342022Assets 2023: $3,643,722Liabilities 2023: $8,811Net Assets 2023: $3,634,9112023Assets 2024: $4,328,264Liabilities 2024: $3,613Net Assets 2024: $4,324,6512024

Highlighted filing

2024

Assets$4,328,264
Liabilities$3,613
Net Assets$4,324,651
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $141,0772010Revenue 2011: $231,166Expenses 2011: $293,552Net Income 2011: -$62,3862011Expenses 2012: $273,3352012Revenue 2013: $826,892Expenses 2013: $183,007Net Income 2013: $643,8852013Revenue 2014: $261,672Expenses 2014: $199,030Net Income 2014: $62,6422014Revenue 2015: $344,644Expenses 2015: $220,082Net Income 2015: $124,5622015Revenue 2016: $180,735Expenses 2016: $189,225Net Income 2016: -$8,4902016Revenue 2017: $321,069Expenses 2017: $171,579Net Income 2017: $149,4902017Revenue 2019: $247,788Expenses 2019: $183,888Net Income 2019: $63,9002019Revenue 2020: $162,858Expenses 2020: $307,172Net Income 2020: -$144,3142020Revenue 2021: $171,991Expenses 2021: $230,707Net Income 2021: -$58,7162021Revenue 2022: $240,138Expenses 2022: $184,349Net Income 2022: $55,7892022Revenue 2023: $389,152Expenses 2023: $225,772Net Income 2023: $163,3802023Revenue 2024: $241,960Expenses 2024: $264,764Net Income 2024: -$22,8042024

Highlighted filing

2024

Revenue$241,960
Expenses$264,764
Net Income-$22,804
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,328,264
Liabilities
$3,613
Net assets
$4,324,651
Revenue
$241,960
Expenses
$264,764
Net income
-$22,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.32$0.24$0.26$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.01$3.63$0.39$0.23$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.01$3.18$0.24$0.18$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.01$3.86$0.17$0.23$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.34$0.01$3.33$0.16$0.31$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.01$3.32$0.25$0.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.01$3.10$0.32$0.17$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.78$0.01$2.77$0.18$0.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.34$0.22$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.60$0.01$2.59$0.26$0.20$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.00$2.39$0.83$0.18$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.01$1.61$0.27
2011Summary only. Only limited summary data is available for this year.$1.58$0.03$1.55$0.23$0.29$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.01$1.66$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$244,835
Mission and Program Overview

Mission

The Plymouth Antiquarian Society is a non-profit educational institution that collects, preserves, and interprets historic houses and artifacts. The Society uses these resources to tell the story of everyday life in Plymouth and New England from the mid-seventeenth century to the present through programs, exhibitions, and other activities. The Society seeks to serve as an educational resource on Plymouth history after the Pilgrim era and to encourage public awareness and understanding of the past.

The Plymouth Antiquarian Society is a non-profit educational institution that collects, preserves, and interprets historic houses and artifacts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,418,194$2,999,157▲ $580,963
Cash and Non-Interest-Bearing Accounts$295,069$224,298▼ $70,771
Savings and Temporary Cash Investments$90,993$109,883▲ $18,890
Accounts Receivable$26,920$26,920→ $0
Prepaid Expenses and Deferred Charges$9,848$12,701▲ $2,853
Pledges and Grants Receivable$1,350$0▼ $1,350
Land, Buildings, and Equipment, Net$769$385▼ $384
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,643,722$4,328,264▲ $684,542
Other Assets Total$800,579$954,920▲ $154,341
Liabilities
Accounts Payable and Accrued Expenses$8,811$3,613▼ $5,198
Total Liabilities$8,811$3,613▼ $5,198
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,097,112$2,644,773▲ $547,661
Net Assets With Donor Restrictions$1,537,799$1,679,878▲ $142,079
Total Net Assets Fund Balance$3,634,911$4,324,651▲ $689,740
Total Liabilities and Net Assets / Fund Balance$3,643,722$4,328,264▲ $684,542

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$385$23,157-
Other Assets Org$177,589--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,509,188$73,000▲ $626,853$100,000$3,109,041
2022$2,282,814-▲ $306,674$80,300$2,509,188
2021$2,737,458-▼ $374,344$80,300$2,282,814
2020$2,326,085-▲ $491,673$80,300$2,737,458
2019$2,230,653$1,190▲ $174,542$80,300$2,326,085
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Andrea DalyPresident
Arthur DeslogesTrustee
Christine SampsonTrustee
Dawn BarrettTrustee
Deborah McCormickTrustee
Eileen GalleraniTrustee
Janis KingTrustee
Jean SmithTrustee
John HammondTrustee
Kathleen KearneyTrustee
Martha SulyaTrustee
Susan FessendenTrustee
Walter PowellTrustee
Kimberley Tracy1st VP
Belinda Brewster2nd VP
Katherine AngleySecretary
Charles Vautrain IIITreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,577
Program Service Revenue
$27,455
Investment Income
$96,928
Other Revenue
$0
All Other Contributions
$101,645
Change in Net Assets
$-22,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,294
Salaries, Compensation, and Employee Benefits$86,470
Total Fundraising Expense$11,498
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$48,328$23,448$7,533$79,309
Occupancy$70,289$3,643-$73,932
Insurance$22,648$223-$22,871
Fees for Services Accounting$6,837$7,898$1,432$16,167
All Other Expenses$6,224$2,146$1,483$9,853
Payroll Taxes$4,395$2,093$673$7,161
Other Expenses$4,296-$240$4,296
Office Expenses$1,683$1,614$137$3,434
Depreciation Depletion-$384-$384
Total Functional Expenses$211,817$41,449$11,498$264,764
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,875
Fundraising Gross Income$2,875
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 A, Line 1A

“The Executive Committee is a subcommittee of the Board of Trustees. This committee is comprised of the President, two Vice-Presidents, Recording Secretary, Treasurer, Chairman of the Finance and Investment Committee, and the immediate Past-President (for 1 year immediately following completion of his/her term as President). This committee shall have and may exercise between the meetings of the Board of Trustees all the authority of the Board of Trustees except that the Executive Committee shall have no authority as to those matters prescribed under any provision of the law. The Executive Committee shall review, at least annually, the performance and effectiveness of the Executive Director and shall recommend the compensation and benefits for the Executive Director. All of the committee's actions are reported at the next Board of Trustees meeting.”

Form 990, Part VI, Section A, Line 6

“Membership in the Society is open to the public upon payment of member dues.”

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

“The Audit Committee reviews the Form 990 in its entirety prior to filing. These individuals report back to the Board of Trustees any information or issues relevant to the Form 990. The form 990 is available to trustees and the public upon request.”

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

“A written conflict of interest policy was adopted in November 2009 and applies to all officers, trustees and staff. As required by this policy, all officers, trustees and staff are required to disclose any areas of potential conflicts annually by completing an annual disclosure form. The Board of Trustees is responsible for monitoring and enforcing the policy. Any individual with potential conflicts of interest are required to abstain from discussion or voting on such matters.”

Form 990, Part VI, Section B, Line 15A

“An Executive Board, independent with respect to compensation, meets each year to review the performance of the Executive Director over the course of the previous year. Comparability data has not been used thus far in determining compensation. Minutes of deliberations are recorded and reported to the Board of Trustees. No other officers or key employees are compensated other than the Executive Director.”

Form 990, Part VI, Section C, Line 19

“The Society's finanical statements and tax filings are available on the MA Division of Charities website.”

Filing and Contact Details

Filer

Filer Name
Plymouth Antiquarian Society
EIN
04-6116643
Phone
5087460012
Address
PO Box 3773, Plymouth, MA 02361

Signing Officer

Name
Kimberley Tracy
Title
President
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Formed
1919
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
9
Volunteers
100

Preparer

Firm
Cozby & Company LLC
Address
124 Long Pond Rd Ste 12, Plymouth, MA 02360
Preparer
Heather L Cozby CPA
Phone
5088300007
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“Historic Houses, Collections and ArtifactsThe Society's collections and artifacts consist of historic houses, historic treasures, fine arts, textiles and documents and are not capitalized and recognized as assets on the statement of financial position. The Society holds its collections for public exhibition, education, and research rather than for financial gain. In accordance with industry practice, items acquired either through purchase or donation are not capitalized. Purchases of these items are recorded as decreases in unrestricted net assets or as releases from temporarily restricted net assets if the asset used to purchase the items are restricted by donors. Contributions of collection items are not reflected in the financial statements. Restoration expenses related to the historic houses are recorded as decreases in unrestricted net assets in the year incurred.Each of the items is cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. Proceeds from deaccessions or insurance recoveries are reflected in the statement of activities based on the absence or existence and nature of donor-imposed restrictions.”

Part V, Line 4: Intended uses of the endowment fund.

“The Societys endowment consists of three individual funds and funds designated by the Board of Trustees to function as endowments. Net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.”

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IRS990/Desc0The Plymouth Antiquarian Society was founded in 1919 with the mission of preserving local history and historic sites in the Town of Plymouth. The Society owns and maintains three historic houses from different centuries - The 1677 Harlow House, The 1749 Spooner House, and The 1809 Hedge House, as well as an ancient Native American site - Sacrifice Rock. The Society welcomes the public to its historic properties for tours, exhibits, and programs. The historic sites serve as important cultural resources for investigating the story of everyday life in Plymouth from colonial times to the modern era. The Society offers a seasonal calendar of special events and programs on local history. Our achievements include ongoing preservation and maintenance projects, research and interpretation of local history, and educational programming for visitors, students and residents.
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