Civic Intelligence

Henry L Ferguson Museum

990 • Fiscal year 2016 • EIN 11-6015380

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 27, 2017

PO Box 554Fishers Island, NY 06390

(631) 788-7239

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Source year 2016

Net Margin

93rd percentile

77%

Higher net margin than 93% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

9th percentile

$56,736

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2016 filings • NTEE A • $10M-$25M nonprofits • Source year 2016

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

138%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$11,187,591

Up $1,245,315 (+13%) from 2015

Net Assets

Up

$11,185,081

Up $1,247,095 (+13%) from 2015

Liabilities

Down

$2,510

Down $1,780 (-41%) from 2015

Revenue

Up

$1,295,056

Up $751,075 (+138%) from 2015

Expenses

Up

$296,861

Up $31,980 (+12%) from 2015

Net Income

Up

$998,195

Up $719,095 (+258%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $9,095,988Liabilities 2011: $1,123Net Assets 2011: $9,094,8652011Assets 2012: $9,234,916Liabilities 2012: $756Net Assets 2012: $9,234,1602012Assets 2013: $9,568,403Liabilities 2013: $6,303Net Assets 2013: $9,562,1002013Assets 2014: $9,940,434Liabilities 2014: $2,176Net Assets 2014: $9,938,2582014Assets 2015: $9,942,276Liabilities 2015: $4,290Net Assets 2015: $9,937,9862015Assets 2016: $11,187,591Liabilities 2016: $2,510Net Assets 2016: $11,185,0812016Assets 2017: $12,754,317Liabilities 2017: $3,887Net Assets 2017: $12,750,4302017Assets 2018: $12,931,224Liabilities 2018: $0Net Assets 2018: $12,931,2242018Assets 2019: $13,683,733Liabilities 2019: $66,745Net Assets 2019: $13,616,9882019Assets 2020: $13,892,178Liabilities 2020: $81,176Net Assets 2020: $13,811,0022020Assets 2021: $14,604,102Liabilities 2021: $27,917Net Assets 2021: $14,576,1852021Assets 2022: $13,998,187Liabilities 2022: $8,276Net Assets 2022: $13,989,9112022Assets 2023: $9,763,103Liabilities 2023: $0Net Assets 2023: $9,763,1032023Assets 2024: $18,739,381Liabilities 2024: $2,954Net Assets 2024: $18,736,4272024

Highlighted filing

2016

Assets$11,187,591
Liabilities$2,510
Net Assets$11,185,081

Operations Trend

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

$5.0M$0-$5.0MRevenue 2011: $187,695Expenses 2011: $197,148Net Income 2011: -$9,4532011Revenue 2012: $207,473Expenses 2012: $202,495Net Income 2012: $4,9782012Revenue 2013: $272,475Expenses 2013: $232,281Net Income 2013: $40,1942013Revenue 2014: $637,259Expenses 2014: $253,132Net Income 2014: $384,1272014Revenue 2015: $543,981Expenses 2015: $264,881Net Income 2015: $279,1002015Revenue 2016: $1,295,056Expenses 2016: $296,861Net Income 2016: $998,1952016Revenue 2017: $1,835,357Expenses 2017: $378,475Net Income 2017: $1,456,8822017Revenue 2018: $696,379Expenses 2018: $376,137Net Income 2018: $320,2422018Revenue 2019: $771,252Expenses 2019: $428,783Net Income 2019: $342,4692019Revenue 2020: $769,389Expenses 2020: $446,169Net Income 2020: $323,2202020Revenue 2021: $965,512Expenses 2021: $657,872Net Income 2021: $307,6402021Revenue 2022: $701,678Expenses 2022: $671,182Net Income 2022: $30,4962022Revenue 2023: $0Expenses 2023: $4,226,808Net Income 2023: -$4,226,8082023Revenue 2024: $2,359,657Expenses 2024: $750,838Net Income 2024: $1,608,8192024

Highlighted filing

2016

Revenue$1,295,056
Expenses$296,861
Net Income$998,195
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 27, 2017
Return Version
2016v3.0
Gross Receipts
$1,485,107
Mission and Program Overview

Mission

Maintain and operate a museum and nature trails and sanctuary properties on fishers island, new york.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,780,878$8,641,332▲ $860,454
Investments in Publicly Traded Securities$1,771,958$2,192,233▲ $420,275
Savings and Temporary Cash Investments$302,590$172,065▼ $130,525
Cash and Non-Interest-Bearing Accounts$64,290$159,276▲ $94,986
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,942,276$11,187,591▲ $1,245,315
Other Assets Total$22,560$22,685▲ $125
Liabilities
Accounts Payable and Accrued Expenses$4,290$2,510▼ $1,780
Total Liabilities$4,290$2,510▼ $1,780
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,215,039$6,215,039→ $0
Unrestricted Net Assets$3,716,252$4,963,347▲ $1,247,095
Temporarily Rstr Net Assets$6,695$6,695→ $0
Total Net Assets Fund Balance$9,937,986$11,185,081▲ $1,247,095
Total Liabilities and Net Assets / Fund Balance$9,942,276$11,187,591▲ $1,245,315

Asset Categories

AssetBook ValueDepreciationBasis
Land$7,125,039-$7,125,039
Buildings$1,037,182$426,987$1,464,169
Leasehold Improvements$369,916$190,484$560,400
Other Land Buildings$100,030$20,358$120,388
Equipment$9,165$17,127$26,292
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Pierce RaffertyExecutive DirectorFT$56,736$56,736

Board Members and Trustees

NameTitle
Elizabeth McCancePresident
L Bagley ReidVice President
Alice Cary BrownBoard Member
Audrey LudemannBoard Member
Barbara C RiegelBoard Member
Barry BryanBoard Member
Carrie CoolidgeBoard Member
Heather F BurnhamBoard Member
Jeffrey EdwardsBoard Member
Ken Edwards SrBoard Member
Marion Ferguson BriggsBoard Member
Megan Bohlen RaymondBoard Member
Steve MalinowskiBoard Member
Terry McNamaraBoard Member
Thomas ParkerBoard Member
Virginia ThorsBoard Member
Wendy O'NeilBoard Member
Henry L Ferguson IIISecretary
B Scott ReidTreasurer
Robert J MillerV. Pres - Land
Revenue and Support

Revenue Composition

Contributions and Grants
$1,173,943
Program Service Revenue
$0
Investment Income
$117,788
Other Revenue
$3,325
All Other Contributions
$1,173,943
Change in Net Assets
$998,195

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Other2$910,000
Total Noncash Contributions2$910,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,435
Salaries, Compensation, and Employee Benefits$71,426
Total Fundraising Expense$27,772
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$46,959$13,417$6,708$67,084
Current Officers, Directors, Trustees, and Key Employees$39,715$11,347$5,674$56,736
Insurance$24,188$6,911$3,455$34,554
Fees for Service Investment Mgmnt Fees$15,922$4,549$2,275$22,746
All Other Expenses$13,162$2,158$982$16,302
Other Salaries and Wages$6,499$1,857$928$9,284
Occupancy$4,641$1,326$663$6,630
Other Expenses$3,959$1,133$564$5,656
Payroll Taxes$3,784$1,081$541$5,406
Fees for Services Other$2,365--$2,365
Fees for Services Accounting$1,498$428$214$2,140
Office Expenses$1,147$328$164$1,639
Travel$281$80$40$401
Advertising$167$48$24$239
Total Functional Expenses$213,347$55,742$27,772$296,861
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$138
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
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Elizabeth mccance, henry l. Ferguson iii, marion ferguson briggs, and thomas parker are all cousins. Heather ferguson burnham is a cousin of all of the above, with the exception of henry l. Ferguson iii, who is her father.jeffery edwards is a cousin, once removed, of ken edwards, sr. Both are board members.b. Scott reid is a son of l. Bagley reid. Both are board members

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviwed by president, treasurer, and executive director.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Treasurer and president review compensation with approval of board of trustees

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request and guidestar

Filing and Contact Details

Filer

Filer Name
Henry L Ferguson Museum
EIN
11-6015380
Phone
6317887239
Address
PO Box 554, Fishers Island, NY 06390

Signing Officer

Name
B Scott Reid
Title
Treasurer
Signed
2017-03-27
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
20
Employees
2
Volunteers
57

Preparer

Firm
Doherty Beals & Banks PC
Address
187 Williams St, New London, CT 06320
Preparer
Audrey A Leone CPA
Phone
8604432033
Supplemental Narrative

Financial Statement Notes

Part II, Line 9: Organization Reporting of conservation easements.

Conservation easements are capitalized if a fee is paid. If donated not recorded because henry l. Ferguson museum reports on the modified cash basis.

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

The Henry Ferguson Museum maintains art collections that have been donated to the museum by fishers island residents. The art work is historically significant representation of the history of the fishers island community. The Henry Ferguson Museum reports on a modified cash basis. As such, art work that has been donated to the museum are not reported on the revenue statement or balance sheet.

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

The museum displays collections pertaining to local flora and fauna, history and archaeology for the education and benefit of the general public without charge.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Elizabeth McCance
IRS990/Form990PartVIISectionAGrp/PersonNm1L Bagley Reid
IRS990/Form990PartVIISectionAGrp/PersonNm2Robert J Miller
IRS990/Form990PartVIISectionAGrp/PersonNm3B Scott Reid
IRS990/Form990PartVIISectionAGrp/PersonNm4Henry L Ferguson III
IRS990/Form990PartVIISectionAGrp/PersonNm5Marion Ferguson Briggs
IRS990/Form990PartVIISectionAGrp/PersonNm6Barry Bryan
IRS990/Form990PartVIISectionAGrp/PersonNm7Heather F Burnham
IRS990/Form990PartVIISectionAGrp/PersonNm8Carrie Coolidge
IRS990/Form990PartVIISectionAGrp/PersonNm9Jeffrey Edwards
IRS990/Form990PartVIISectionAGrp/PersonNm10Ken Edwards Sr
IRS990/Form990PartVIISectionAGrp/PersonNm11Audrey Ludemann
IRS990/Form990PartVIISectionAGrp/PersonNm12Steve Malinowski
IRS990/Form990PartVIISectionAGrp/PersonNm13Terry McNamara
IRS990/Form990PartVIISectionAGrp/PersonNm14Wendy O'Neil
IRS990/Form990PartVIISectionAGrp/PersonNm15Thomas Parker
IRS990/Form990PartVIISectionAGrp/PersonNm16Megan Bohlen Raymond
IRS990/Form990PartVIISectionAGrp/PersonNm17Barbara C Riegel
IRS990/Form990PartVIISectionAGrp/PersonNm18Virginia Thors
IRS990/Form990PartVIISectionAGrp/PersonNm19Alice Cary Brown
IRS990/Form990PartVIISectionAGrp/PersonNm20Pierce Rafferty
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2V. Pres - Land
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Dir.
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IRS990/FormationYr01967
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IRS990/FSAuditedInd0false
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IRS990/InsuranceGrp/FundraisingAmt03455
IRS990/InsuranceGrp/ManagementAndGeneralAmt06911
IRS990/InsuranceGrp/ProgramServicesAmt024188
IRS990/InsuranceGrp/TotalAmt034554
IRS990/IntangibleAssetsGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/IRPDocumentCnt07
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt08641332
IRS990/LandBldgEquipCostOrOtherBssAmt09296288
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MAINTAIN AND OPERATE A MUSEUM AND NATURE TRAILS AND SANCTUARY PROPERTIES ON FISHERS ISLAND, NEW YORK.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08693
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0138
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0138
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03187
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt04958
IRS990/OtherExpensesGrp/FundraisingAmt1582
IRS990/OtherExpensesGrp/FundraisingAmt2564
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09915
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11164
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21133
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IRS990/OtherExpensesGrp/ProgramServicesAmt110281
IRS990/OtherExpensesGrp/ProgramServicesAmt24075
IRS990/OtherExpensesGrp/ProgramServicesAmt33959
IRS990/OtherExpensesGrp/TotalAmt049577
IRS990/OtherExpensesGrp/TotalAmt110281
IRS990/OtherExpensesGrp/TotalAmt25821
IRS990/OtherExpensesGrp/TotalAmt35656
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Revenue
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01857
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06499
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0541

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.$18.7$0.00$18.7$2.36$0.75$1.61
2023Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$0.00$4.23$4.23
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.01$14.0$0.70$0.67$0.03
2021Detailed filing. Detailed filing data is available for this year.$14.6$0.03$14.6$0.97$0.66$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.08$13.8$0.77$0.45$0.32
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.07$13.6$0.77$0.43$0.34
2018Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.70$0.38$0.32
2017Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.84$0.38$1.46
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.30$0.30$1.00
2015Detailed filing. Detailed filing data is available for this year.$9.94$0.00$9.94$0.54$0.26$0.28
2014Detailed filing. Detailed filing data is available for this year.$9.94$0.00$9.94$0.64$0.25$0.38
2013Summary only. Only limited summary data is available for this year.$9.57$0.01$9.56$0.27$0.23$0.04
2012Summary only. Only limited summary data is available for this year.$9.23$0.00$9.23$0.21$0.20$0.00
2011Summary only. Only limited summary data is available for this year.$9.10$0.00$9.09$0.19$0.20$0.01