Civic Intelligence

Salisbury House Foundation

990 • Fiscal year 2013 • EIN 42-1415581

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 28, 2014

Organization ProfileWWW.SALISBURYHOUSE.ORG

View Organization Page

4025 Tonawanda Drive50312

(515) 274-1777

Siviq Scores

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

Liabilities / Assets

46th percentile

0.21x

Higher debt load relative to assets than 46% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

3.96x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

6th percentile

-46%

Higher net margin than 6% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

26th percentile

$95,886

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

14th percentile

-5.4%

Faster asset growth than 14% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

19th percentile

-10%

Faster revenue growth than 19% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$14,099,562

Down $807,173 (-5.4%) from 2012

Net Assets

Down

$11,081,966

Down $705,349 (-6.0%) from 2012

Liabilities

Down

$3,017,596

Down $101,824 (-3.3%) from 2012

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin6th percentile

Revenue

Down

$761,324

Down $86,879 (-10%) from 2012

Expenses

Down

$1,110,071

Down $23,567 (-2.1%) from 2012

Net Income

Down

-$348,747

Down $63,312 (-22%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $15,011,723Liabilities 2010: $3,335,104Net Assets 2010: $11,676,6192010Assets 2011: $15,296,939Liabilities 2011: $3,256,115Net Assets 2011: $12,040,8242011Assets 2012: $14,906,735Liabilities 2012: $3,119,420Net Assets 2012: $11,787,3152012Assets 2013: $14,099,562Liabilities 2013: $3,017,596Net Assets 2013: $11,081,9662013Assets 2014: $14,185,239Liabilities 2014: $2,973,767Net Assets 2014: $11,211,4722014Assets 2015: $13,834,199Liabilities 2015: $2,814,812Net Assets 2015: $11,019,3872015Assets 2016: $13,307,033Liabilities 2016: $2,723,454Net Assets 2016: $10,583,5792016Assets 2017: $12,346,523Liabilities 2017: $2,038,066Net Assets 2017: $10,308,4572017Assets 2018: $11,759,273Liabilities 2018: $1,896,704Net Assets 2018: $9,862,5692018Assets 2019: $10,585,751Liabilities 2019: $92,100Net Assets 2019: $10,493,6512019Assets 2020: $10,845,503Liabilities 2020: $234,528Net Assets 2020: $10,610,9752020Assets 2021: $11,060,982Liabilities 2021: $362,512Net Assets 2021: $10,698,4702021Assets 2022: $10,618,981Liabilities 2022: $244,451Net Assets 2022: $10,374,5302022Assets 2023: $10,491,812Liabilities 2023: $203,201Net Assets 2023: $10,288,6112023Assets 2024: $10,465,460Liabilities 2024: $243,878Net Assets 2024: $10,221,5822024

Highlighted filing

2013

Assets$14,099,562
Liabilities$3,017,596
Net Assets$11,081,966
Open 2013 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,180,3452010Expenses 2011: $1,212,9062011Revenue 2012: $848,203Expenses 2012: $1,133,638Net Income 2012: -$285,4352012Revenue 2013: $761,324Expenses 2013: $1,110,071Net Income 2013: -$348,7472013Revenue 2014: $1,359,469Expenses 2014: $1,256,295Net Income 2014: $103,1742014Revenue 2015: $1,026,698Expenses 2015: $1,227,774Net Income 2015: -$201,0762015Revenue 2016: $829,139Expenses 2016: $1,273,159Net Income 2016: -$444,0202016Revenue 2017: $903,709Expenses 2017: $1,180,798Net Income 2017: -$277,0892017Revenue 2018: $724,206Expenses 2018: $1,101,790Net Income 2018: -$377,5842018Revenue 2019: $1,734,657Expenses 2019: $1,240,590Net Income 2019: $494,0672019Revenue 2020: $1,010,755Expenses 2020: $948,318Net Income 2020: $62,4372020Revenue 2021: $836,584Expenses 2021: $828,001Net Income 2021: $8,5832021Revenue 2022: $759,218Expenses 2022: $925,749Net Income 2022: -$166,5312022Revenue 2023: $789,828Expenses 2023: $962,193Net Income 2023: -$172,3652023Revenue 2024: $883,183Expenses 2024: $1,056,125Net Income 2024: -$172,9422024

Highlighted filing

2013

Revenue$761,324
Expenses$1,110,071
Net Income-$348,747
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 28, 2014
Return Version
2013v3.0
Gross Receipts
$887,992
Mission and Program Overview

Mission

To preserve, interpret, and share the international significance of salisbury house and its collections as a historic house museum for the education and cultural benefit and enjoyment of the public.

To preserve, interpret and share the international significance of salisbury house & gardensand its collections as a historic house museum for the education and cultural benefit and enjoyment of the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,601,822$7,602,003▲ $181
Investments Other Securities$1,243,430$1,708,048▲ $464,618
Savings and Temporary Cash Investments$724,707$679,515▼ $45,192
Pledges and Grants Receivable$1,056,339$347,322▼ $709,017
Cash and Non-Interest-Bearing Accounts$171,732$78,299▼ $93,433
Accounts Receivable$8,584$11,672▲ $3,088
Prepaid Expenses and Deferred Charges$14,656$11,113▼ $3,543
Total Assets$14,606,855$14,099,562▼ $507,293
Other Assets Total$3,785,585$3,661,590▼ $123,995
Liabilities
Tax Exempt Bond Liabilities$3,065,981$2,961,948▼ $104,033
Accounts Payable and Accrued Expenses$18,599$34,828▲ $16,229
Deferred Revenue$34,840$20,820▼ $14,020
Total Liabilities$3,119,420$3,017,596▼ $101,824
Net Assets / Fund Balance
Unrestricted Net Assets$10,637,155$10,438,124▼ $199,031
Permanently Rstr Net Assets$528,842$528,842→ $0
Temporarily Rstr Net Assets$321,438$115,000▼ $206,438
Total Net Assets Fund Balance$11,487,435$11,081,966▼ $405,469
Total Liabilities and Net Assets / Fund Balance$14,606,855$14,099,562▼ $507,293

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,400,247$1,849,278$9,249,525
Land$154,794-$154,794
Equipment$15,212$82,494$97,706
Other Land Buildings$31,750-$31,750
Other Assets Org$3,661,590--
Other Securities$1,708,048--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$528,842---$528,842
2012$528,842---$528,842
2011$528,842---$528,842
2010$528,842---$528,842
2009$528,842---$528,842
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Eric SmithExecutive Director & SecreFT$90,000$5,886$95,886

Board Members and Trustees

NameTitle
Mike SimonsonChairman/president
Andrea WestmeyerDirector
Brian ClarkDirector
Bruce KelleyDirector
Dana Mcneill Retired 1213Director
David Oman Retired 1213Director
Edward Matt Retired 1213Director
Ely BrewerDirector
Francis Boggus Retired 1213Director
Janis RuanDirector
Jim WillerDirector
Liz NeumannDirector
Matt Mccoy Term Began 1213Director
Ron HallenbeckDirector
Ron Shortenhaus Retired 1213Director
Shannon Cofield Began 1213Director
Randy HamiltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$424,893
Program Service Revenue
$257,157
Investment Income
$21,282
Other Revenue
$57,992
All Other Contributions
$423,793
Change in Net Assets
$-348,747

Audited Revenue Reconciliation

Revenue per Audited Statements
$764,683
Revenue Not Reported on Financial Statements
$-3,359
Revenue Not Reported on Form 990
$-22,299
Other Revenue Adjustments
$-7,050
Total Revenue per Audited Statements
$742,384
Total Revenue per Form 990
$761,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$597,807
Salaries, Compensation, and Employee Benefits$512,264
Total Fundraising Expense$133,559
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$238,229$61,857$44,339$344,425
Depreciation Depletion$143,492$17,937$17,937$179,366
Interest$115,572$20,395-$135,967
Current Officers, Directors, Trustees, and Key Employees$47,943$19,177$28,766$95,886
Insurance$45,866$5,733$5,733$57,332
Payroll Taxes$29,749$4,250$8,500$42,499
Fees for Services Accounting-$21,579-$21,579
Other Expenses$17,523$3,167$3$20,693
Pension Plan Contributions$15,093$1,144$604$16,841
Advertising$359-$15,133$15,492
Office Expenses$10,939$1,534$2,864$15,337
All Other Expenses$10,204$2,828$1,962$14,994
Other Employee Benefits$10,236$1,213$1,164$12,613
Fees for Services Other$4,145$3,316$829$8,290
Fees for Service Investment Mgmnt Fees-$3,691-$3,691
Travel--$250$250
Total Functional Expenses$803,270$173,242$133,559$1,110,071

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,147,853
Total Expenses per Form 990$1,110,071
Expenses per Audited Statements$1,106,380
Expenses Not Reported on Form 990$41,473
Expenses Not Reported on Financial Statements$3,691
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,050
Fundraising Direct Expenses$27,048
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$40,350$40,100$8,273$31,827
Event 2$35,800$34,950$9,333$25,617
Total Events$76,150$75,050$27,048$48,002
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
Janis RuanBOARD MEMBER: HUSBAND'S FAMILY OWNS COMMERCIAL BANK (BANKERS TRUST COMPANY)Interest and Dividends Received, Net Investment Fees Paid.No$47,736
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
A42-60045772007-07-17$3,555,636CAPITAL IMPROVEMENTS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,555,636--$24,404

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11

“The finance committee reviews and approves form 990, which is then made available to all board members for review before it is filed.”

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

“The conflict of interest policy is reviewed by the board of directors and staff annually and acknowledged by signature any conflicts they may have.”

Form 990, Part VI, Section B, Line 15

“The committee makes salary recommendations to the board of directors based on comparable data, experiences, compensation reports, etc.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
42-1415581
Phone
5152741777

Signing Officer

Name
J Eric Smith
Title
Executive Director
Phone
5152741777
Signed
2014-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Eric Smith
Formed
1993
Legal Domicile
Ia
Voting Board Members
17
Independent Board Members
17
Employees
28
Volunteers
300

Preparer

Preparer
Thomas J Pflanz CPA
Phone
5152883279
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“There has been no change from prior year.”

Financial Statement Notes

PART III, LINE 4:

“Through interpretive studies of its history and collections, the salisbury house foundation preserves, restores and utilizes the salisbury house as an educational resource to strengthen the understanding and appreciation of the arts. The collections include: weeks collection, gardens and grounds collection, armand collection, rotary collection, wedgwood collection and collection representing cultural exchange.”

PART V, LINE 4:

“For the long-term benefit, welfare and betterment of the historic property, collections and educational and cultural programs. The foundation's endowment includes only donor-restricted endowment funds.”

PART X, LINE 2:

“Management is unaware of any uncertain income tax positions at december 31, 2013 and 2012. Interest and penalties associated with income tax matters would be presented as components of income tax expense. There were no interest or penalty charges during the year. The organization's prior three years' income tax returns remain subject to examination by the internal revenue service.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses 27,048. Cost of goods sold - souvenirs 7,375.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposition of fixed assets -33,500. Change in uncollectible promises to give 26,450.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses 27,048. Cost of goods sold - souvenirs 7,375. Change in uncollectible promises to give -26,450.”

Raw XML AppendixShowing 400 of 681 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm15JIM WILLER
IRS990/Form990PartVIISectionAGrp/PersonNm16JANIS RUAN
IRS990/Form990PartVIISectionAGrp/PersonNm17J ERIC SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1790000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR & SECRE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt01100
IRS990/FundraisingDirectExpensesAmt027048
IRS990/FundraisingGrossIncomeAmt075050
IRS990/GainOrLossGrp/OtherAmt0-33500
IRS990/GainOrLossGrp/SecuritiesAmt01904
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt058745
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01904
IRS990/GrossReceiptsAmt0887992
IRS990/GrossSalesOfInventoryAmt017365
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt05733
IRS990/InsuranceGrp/ManagementAndGeneralAmt05733
IRS990/InsuranceGrp/ProgramServicesAmt045866
IRS990/InsuranceGrp/TotalAmt057332
IRS990/InterestGrp/ManagementAndGeneralAmt020395
IRS990/InterestGrp/ProgramServicesAmt0115572
IRS990/InterestGrp/TotalAmt0135967
IRS990/InvestmentIncomeGrp/ExclusionAmt052878
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052878
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01243430
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01708048
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01931772
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07601822
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07602003
IRS990/LandBldgEquipCostOrOtherBssAmt09533775
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt092245
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PRESERVE, INTERPRET AND SHARE THE INTERNATIONAL SIGNIFICANCE OF SALISBURY HOUSE AND ITS COLLECTIONS AS A HISTORIC HOUSE MUSEUM FOR THE EDUCATION AND CULTURAL BENEFIT AND ENJOYMENT OF THE PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011487435
IRS990/NetAssetsOrFundBalancesEOYAmt011081966
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-31596
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-31596
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt048002
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt048002
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06493
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt09990
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt03497
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-56722
IRS990/NoncashContributionsAmt01600
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02864
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01534
IRS990/OfficeExpensesGrp/ProgramServicesAmt010939
IRS990/OfficeExpensesGrp/TotalAmt015337
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03785585
IRS990/OtherAssetsTotalGrp/EOYAmt03661590
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01164
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01213
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010236
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012613
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS EXPENSE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt054
IRS990/OtherExpensesGrp/FundraisingAmt13696
IRS990/OtherExpensesGrp/FundraisingAmt21725
IRS990/OtherExpensesGrp/FundraisingAmt33
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03696
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11725
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23167
IRS990/OtherExpensesGrp/ProgramServicesAmt067066
IRS990/OtherExpensesGrp/ProgramServicesAmt129570
IRS990/OtherExpensesGrp/ProgramServicesAmt217284
IRS990/OtherExpensesGrp/ProgramServicesAmt317523
IRS990/OtherExpensesGrp/TotalAmt067120
IRS990/OtherExpensesGrp/TotalAmt136962
IRS990/OtherExpensesGrp/TotalAmt220734
IRS990/OtherExpensesGrp/TotalAmt320693
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt044339
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061857
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0238229
IRS990/OtherSalariesAndWagesGrp/TotalAmt0344425
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08500
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04250
IRS990/PayrollTaxesGrp/ProgramServicesAmt029749
IRS990/PayrollTaxesGrp/TotalAmt042499
IRS990/PensionPlanContributionsGrp/FundraisingAmt0604
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01144
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015093
IRS990/PensionPlanContributionsGrp/TotalAmt016841
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0528842
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0528842
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01056339
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0347322
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014656
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011113
IRS990/PrincipalOfficerNm0J ERIC SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711300
IRS990/ProgramServiceRevenueGrp/BusinessCd1722210
IRS990/ProgramServiceRevenueGrp/Desc0CULTURAL AND EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1FACILITY USE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0132433
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1115315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0132433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1124724
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt09409
IRS990/ProgSrvcAccomActy2Grp/Desc0CULTURAL AND EDUCATIONAL EVENTS AND PROGRAMS - SHAKESPEARE ON THE LAWN, MYSTERIES OF THE CASTLE YOUTH PROGRAMS, ETC., CHAMBER MUSIC SERIES, HISTORY LECTURE SERIES, TEA AT THE CASTLE, ET AL. (MISSION/VISION COMPONENT: UTILIZING ITS ARCHITECTURE, WOODLAND, GARDENS, AND INTERNATIONALY NOTABLE COLLECTION OF ART AND ARTIFACTS TO ENRICH THE QUALITY OF LIFE THROUGH UNIQUE EDUCATIONAL PROGRAMS, EXPERIENCES AND EVENTS).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0349046
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0132433
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLIC AND PRIVATE MEETINGS, WORKSHOPS AND RETREATS - PRIVATE AND CORPORATE EVENTS -(MISSION/VISION COMPONENT: SHARING SALISBURY HOUSE, ITS LEGACY AND ITS COLLECTIONS FOR THE ENJOYMENT AND INSPIRATION OF THE COMMUNITY AND BECOME RENOWNED AS ONE OF THE SIGNIFICANT HISTORIC ESTATES IN THE COUNTRY).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt087658
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt073234
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0361315
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0202986
IRS990/PYOtherExpensesAmt0589244
IRS990/PYOtherRevenueAmt073816
IRS990/PYProgramServiceRevenueAmt0210086
IRS990/PYRevenuesLessExpensesAmt0-285435
IRS990/PYSalariesCompEmpBnftPaidAmt0544394
IRS990/PYTotalExpensesAmt01133638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0848203
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-348747
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt042081
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0724707
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0679515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0399893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0361315

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,099,562
Liabilities
$3,017,596
Net assets
$11,081,966
Revenue
$761,324
Expenses
$1,110,071
Net income
-$348,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.5$0.24$10.2$0.88$1.06$0.17
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.20$10.3$0.79$0.96$0.17
2022Detailed filing. Detailed filing data is available for this year.$10.6$0.24$10.4$0.76$0.93$0.17
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.36$10.7$0.84$0.83$0.01
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.23$10.6$1.01$0.95$0.06
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.09$10.5$1.73$1.24$0.49
2018Detailed filing. Detailed filing data is available for this year.$11.8$1.90$9.86$0.72$1.10$0.38
2017Detailed filing. Detailed filing data is available for this year.$12.3$2.04$10.3$0.90$1.18$0.28
2016Detailed filing. Detailed filing data is available for this year.$13.3$2.72$10.6$0.83$1.27$0.44
2015Detailed filing. Detailed filing data is available for this year.$13.8$2.81$11.0$1.03$1.23$0.20
2014Detailed filing. Detailed filing data is available for this year.$14.2$2.97$11.2$1.36$1.26$0.10
2013Detailed filing. Detailed filing data is available for this year.$14.1$3.02$11.1$0.76$1.11$0.35
2012Summary only. Only limited summary data is available for this year.$14.9$3.12$11.8$0.85$1.13$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$3.26$12.0$1.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$3.34$11.7$1.18