Civic Intelligence

Otis Library and Museum Inc

990EZ • Fiscal year 2017 • EIN 04-6382917

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 18, 2017

PO Box 126Otis, MA 01253

(413) 269-0109

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.8%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

1.4%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$209,476

Up $9,532 (+4.8%) from 2016

Net Assets

Up

$209,476

Up $9,784 (+4.9%) from 2016

Liabilities

Down

$0

Down $252 (-100%) from 2016

Revenue

Up

$82,915

Up $1,111 (+1.4%) from 2016

Expenses

Up

$73,133

Up $5,310 (+7.8%) from 2016

Net Income

Down

$9,782

Down $4,199 (-30%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $176,421Net Assets 2011: $176,4212011Assets 2012: $201,091Net Assets 2012: $201,0912012Assets 2013: $151,536Liabilities 2013: $0Net Assets 2013: $151,5362013Assets 2014: $174,257Liabilities 2014: $0Net Assets 2014: $174,2572014Assets 2015: $185,712Liabilities 2015: $0Net Assets 2015: $185,7122015Assets 2016: $199,944Liabilities 2016: $252Net Assets 2016: $199,6922016Assets 2017: $209,476Liabilities 2017: $0Net Assets 2017: $209,4762017Assets 2018: $217,846Liabilities 2018: $304Net Assets 2018: $217,5422018Assets 2019: $232,246Liabilities 2019: $1,028Net Assets 2019: $231,2182019Assets 2020: $224,904Liabilities 2020: $11,585Net Assets 2020: $213,3192020Assets 2021: $258,525Liabilities 2021: $1,540Net Assets 2021: $256,9852021Assets 2022: $254,924Liabilities 2022: $3,531Net Assets 2022: $251,3932022Assets 2023: $254,407Liabilities 2023: $1,079Net Assets 2023: $253,3282023Assets 2024: $266,556Liabilities 2024: $1,182Net Assets 2024: $265,3742024

Highlighted filing

2017

Assets$209,476
Liabilities$0
Net Assets$209,476

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $83,709Expenses 2011: $54,445Net Income 2011: $29,2642011Revenue 2012: $85,803Expenses 2012: $61,133Net Income 2012: $24,6702012Revenue 2013: $11,634Expenses 2013: $61,188Net Income 2013: -$49,5542013Revenue 2014: $81,891Expenses 2014: $59,170Net Income 2014: $22,7212014Revenue 2015: $79,907Expenses 2015: $68,452Net Income 2015: $11,4552015Revenue 2016: $81,804Expenses 2016: $67,823Net Income 2016: $13,9812016Revenue 2017: $82,915Expenses 2017: $73,133Net Income 2017: $9,7822017Revenue 2018: $83,285Expenses 2018: $75,213Net Income 2018: $8,0722018Revenue 2019: $99,251Expenses 2019: $85,580Net Income 2019: $13,6712019Revenue 2020: $62,133Expenses 2020: $80,033Net Income 2020: -$17,9002020Revenue 2021: $117,517Expenses 2021: $73,853Net Income 2021: $43,6642021Revenue 2022: $94,638Expenses 2022: $100,228Net Income 2022: -$5,5902022Revenue 2023: $85,464Expenses 2023: $83,529Net Income 2023: $1,9352023Revenue 2024: $121,816Expenses 2024: $109,774Net Income 2024: $12,0422024

Highlighted filing

2017

Revenue$82,915
Expenses$73,133
Net Income$9,782
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$83,354
Mission and Program Overview

Mission

LIBRARY AND MUSEUM

Program Services

DescriptionGrantsExpenses
THE OTIS LIBRARY AND MUSEUM WAS OPEN TO THE GENERAL PUBLIC A TOTAL OF 1,650 HOURS DURING THE FISCAL YEAR.DURING THE YEAR, CHILDREN'S PROGRAMS ARE HELD, AND INTERNET ACCESS IS AVAILABLE TO THE PUBLIC.-$18,857
SMALL FUNDRAISING ACTIVITIES (BAKE SALES, BOOK SALE, ETC), ARE HELD THROUGHOUT THE YEAR IN ORDER TO RAISE ADDITIONAL FUNDS.-$2,191
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE DYERPresident-$0--
WALTER ENGELSTreasurer-$0--
DIANE DYERAssistant Tr-$0--
SUSAN EBITZRecording Se-$0--
STEVEN GRAVESTrustee-$0--
EVE KUMMELTrustee-$0--
JANE FELDMANTrustee-$0--
CELESTE WATMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Otis Library and Museum Inc
EIN
04-6382917
Phone
4132690109
Address
PO BOX 126, OTIS, MA 01253

Signing Officer

Name
Diane Dyer
Title
President
Phone
4132690109
Signed
2017-10-18

Preparer

Firm
Smith Watson & Co Llp
Address
406 MAIN STREET, GREAT BARRINGTON, MA 01230
Preparer
Kim H Whalen
Phone
4135281111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Earned discount 2 total 2

Form 990-ez, Part I, Line 16

Expenses museum passes 1,425 alarms 793 supplies 3,142 filing fees/other taxes 54 telephone 373 utilities 962 postage 698 insurance 1,945 office 1,145 program expense 2,311 cwmars 2,253 travel 60 payroll fees 709 dues/meetings 213 advertising 576 misc 122 contributions 25 equipment rental 1,468 bank charges 74 computer support 6,077 non-investment depreciation 9,726 total 34,151

Form 990-ez, Part II, Line 24

108,653 124,031 less accumulated depreciation 51,863 61,590 total 56,790 62,441

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 250 0

Form 990-ez, Part III, Line 31

Small fundraising activities (bake sales, book sale, etc), are held throughout the year in order to raise additional funds.

Raw XML Appendix184 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST OTIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANE DYER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE DYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN EBITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN GRAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EVE KUMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANE FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CELESTE WATMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt056790
IRS990EZ/OtherAssetsTotalDetail/EOYAmt062441
IRS990EZ/OtherExpensesTotalAmt034151
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LIBRARY AND MUSEUM
IRS990EZ/ProgramServiceRevenueAmt01342
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE OTIS LIBRARY AND MUSEUM WAS OPEN TO THE GENERAL PUBLIC A TOTAL OF 1,650 HOURS DURING THE FISCAL YEAR.DURING THE YEAR, CHILDREN'S PROGRAMS ARE HELD, AND INTERNET ACCESS IS AVAILABLE TO THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SMALL FUNDRAISING ACTIVITIES (BAKE SALES, BOOK SALE, ETC), ARE HELD THROUGHOUT THE YEAR IN ORDER TO RAISE ADDITIONAL FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018857
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt035887
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0439
IRS990EZ/SpecialEventsNetIncomeLossAmt02858
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073133
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0334
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99720
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086849
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EARNED DISCOUNT 2 TOTAL 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MUSEUM PASSES 1,425 ALARMS 793 SUPPLIES 3,142 FILING FEES/OTHER TAXES 54 TELEPHONE 373 UTILITIES 962 POSTAGE 698 INSURANCE 1,945 OFFICE 1,145 PROGRAM EXPENSE 2,311 CWMARS 2,253 TRAVEL 60 PAYROLL FEES 709 DUES/MEETINGS 213 ADVERTISING 576 MISC 122 CONTRIBUTIONS 25 EQUIPMENT RENTAL 1,468 BANK CHARGES 74 COMPUTER SUPPORT 6,077 NON-INVESTMENT DEPRECIATION 9,726 TOTAL 34,151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2108,653 124,031 LESS ACCUMULATED DEPRECIATION 51,863 61,590 TOTAL 56,790 62,441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 250 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SMALL FUNDRAISING ACTIVITIES (BAKE SALES, BOOK SALE, ETC), ARE HELD THROUGHOUT THE YEAR IN ORDER TO RAISE ADDITIONAL FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE DYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04132690109
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTIS LIBRARY AND MUSEUM INC
ReturnHeader/Filer/BusinessNameControlTxt0OTIS
ReturnHeader/Filer/EIN0046382917
ReturnHeader/Filer/PhoneNum04132690109
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 126
ReturnHeader/Filer/USAddress/CityNm0OTIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001253
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01C196688A2CA714784FDFFC8C264CC80F338CE36
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0925B78A6857A337E2CF11B33A92CEC4D68C2ECC0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042530803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH WATSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT BARRINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001230
ReturnHeader/PreparerPersonGrp/PhoneNum04135281111
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM H WHALEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-26T09:44:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$2.67$0.01$2.65$1.22$1.10$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.85$0.84$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.04$2.51$0.95$1.00$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.02$2.57$1.18$0.74$0.44
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.12$2.13$0.62$0.80$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$0.99$0.86$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.83$0.75$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.83$0.73$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.82$0.68$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.80$0.68$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.82$0.59$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.12$0.61$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$2.01$0.86$0.61$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$1.76$0.84$0.54$0.29