Heritage Plantation Of Sandwich Inc
- Assets
- $34.7m
- Revenue
- $6.6m
- Investments
- $0.0
- Employees
- 99
- Location
- Sandwich, MA
- Founding
- 03/1994
- Data as of
- 12/2021
- EIN
- 04-2704457
Organization Overview
Heritage Plantation Of Sandwich Inc, operating under the name Heritage Museums And Gardens, is located in Sandwich, MA. The organization was established in 1994. According to its NTEE Classification (A54) the organization is classified as: History Museums, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Heritage Museums And Gardens employed 99 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Museums And Gardens is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Heritage Museums And Gardens generated $6.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.3% each year. All expenses for the organization totaled $5.4m during the year ending 12/2021. While expenses have increased by 3.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
CELEBRATE AMERICAN CULTURE AND INSPIRES PEOPLE OF ALL AGES TO EXPLORE, DISCOVER AND LEARN TOGETHER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COLLECTIONS - HERITAGE PROVIDES MAJOR EXHIBITIONS EACH YEAR BASED ON IT'S 18,000 OBJECT COLLECTIONS WHICH INCLUDES AMERICAN AUTOMOBILES, AMERICAN ART,AND HISTORICAL OBJECTS. IN ADDITION, HERITAGE OFFERS ANNUAL SPECIAL EXHIBITIONS WHICH EXAMINE ASPECTS OF AMERICAN CULTURE. OUTSIDE, HERITAGE PRESENTS INSTALLATIONS BY CONTEMPORARY ARTISTS THAT RELATE TO THE INDOOR EXHIBITIONS. IN ADDITION TO PLANNING FOR THE FUTURE EXHIBITS, THE COLLECTIONS STAFF CARE FOR AND MANAGE OUR PERMANANT COLLECTIONS.
HORTICULTURE - ABOUT 60 ACRES OF HERITAGE'S 100 ACRE PROPERTY ARE INTENSELY PLANTED. THESE INCLUDE OUR INTERNATIONALLY SIGNIFICANT COLLECTIONS OF SPECIMEMNT TREES, HOSTAS, DAYLILIES AND HYDRANGEAS. A MAZE GARDEN HOUSES OUR THREE-SEASON VINE COLLECTION, A LABYRINTH, FLUME FOUNTAIN, AND MCGRAW FAMILY GARDEN OF THE SENSES ARE OTHER SPESIAIZED FEATURES. HERITAGE WORKS FREQUENTLY WITH PARTNER ORGANIZATIONS RESEARCHING AND TESTING OF NEW HORTICULTURE METHODS. WE CATALOGUE OUR PLANTS AND SHARE INFORMATION WITH THE FIELD.
SCHOOL AND PROGRAMS - HERITAGE PROVIDES BROAD EDUCATIONAL OFFERINGS FOR FORMAL AND INFORMAL SETTINGS. OVER 60,000 CHILDREN ARE SERVED IN FORMAL AND INFORMAL SETTINGS. FOR SCHOOL CHILDREN, THIS INCLUSES HIDDEN HOLLOW, THE OUTDOOR DISCOVERY AREA, IN ADDITION TO SCHOOL TRIPS, WITH PRE AND POST- VISIT CURRICULUM MATERIALS PROVIDED FREE ONLINE, AND TEACHER TRAINING PROGRAMS THROUGHOUT THE YEAR, SERVING ALMOST 7,000 CHILDREN ON FIELD TRIPS. FAMILY INFORMAL LEARNING PROGRAMS INCLUDE SPECIAL THEME LEARNING DAYS, FAMILY FUN FRIDAYS, AND SPECIAL TOURS FOR CHILDREN AND FAMILIES OF OUR EXHIBITS. FOR ADULTS, A SERIES INCLUDING BEHIND THE SCENES TOURS FOR AUTO ENTHUSIASTS, HYDRANGEA UNIVERSITY AND OTHER HORTICULTURE RELATED WORKSHOPS, SEMINARS, LECTURES, GUIDED TOURS, AND CURATOR-LED TALKS. AN INTERSHIP PROGRAM PROVIDES PAID OPPORTUNITIES FOR 6 HORTICULTURE GRADUATE AND UNDERGRADUATE STUDENTS ANNUALLY WHO WORK WITH OUR HORTICULTURE PROFESSIONALS. IN ADDITION, PRE-SERVICE TEACHERS DO PRACTICUMS AND FULFILL OTHER CURRICULUM REQUIREMENTS INTERNING IN THE 100 ACRE SCHOOL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anne Scott-Putney President & | Officer | 40 | $215,975 |
Heather Mead Dir. Of Visi | 40 | $108,046 | |
Leslie Lutz Dir. Of Hort | 40 | $107,019 | |
Harry Alverson III Treasurer | OfficerTrustee | 2 | $0 |
Frank Minard Vice Chair | OfficerTrustee | 2 | $0 |
Christopher Richards Chairman | OfficerTrustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Robert B Our Co Inc Landscape Design | 12/30/18 | $630,762 |
Mascola Associates Inc Marketing & Communications | 12/30/18 | $155,234 |
Mascola Media Advertising | 12/30/18 | $105,708 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $622,460 |
| Fundraising events | $123,127 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,577,968 |
| Noncash contributions included in lines 1a–1f | $399,644 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,323,555 |
| Total Program Service Revenue | $1,777,444 |
| Investment income | $84,437 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $212,591 |
| Net Income from Fundraising Events | $274,705 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $104,453 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,604,835 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,308,464 |
| Pension plan accruals and contributions | $26,555 |
| Other employee benefits | $193,143 |
| Payroll taxes | $266,562 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $6,491 |
| Fees for services: Accounting | $38,867 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $375,524 |
| Advertising and promotion | $30,931 |
| Office expenses | $75,099 |
| Information technology | $103,222 |
| Royalties | $0 |
| Occupancy | $543,505 |
| Travel | $9,683 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,835 |
| Interest | $10,478 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $815,806 |
| Insurance | $0 |
| All other expenses | $206,998 |
| Total functional expenses | $5,431,634 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $129,716 |
| Savings and temporary cash investments | $1,082,742 |
| Pledges and grants receivable | $215,500 |
| Accounts receivable, net | $740,361 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $51,461 |
| Prepaid expenses and deferred charges | $67,003 |
| Net Land, buildings, and equipment | $10,720,909 |
| Investments—publicly traded securities | $4,455,132 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $17,195,208 |
| Total assets | $34,658,032 |
| Accounts payable and accrued expenses | $261,154 |
| Grants payable | $0 |
| Deferred revenue | $155,584 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $150,000 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $492,410 |
| Total liabilities | $1,059,148 |
| Net assets without donor restrictions | $12,265,270 |
| Net assets with donor restrictions | $21,333,614 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $34,658,032 |
Grants Recieved
Over the last fiscal year, we have identified 9 grants that Heritage Plantation Of Sandwich Inc has recieved totaling $288,058.
| Awarding Organization | Amount |
|---|---|
Donald C Mcgraw Foundation Inc Delray Beach, FL PURPOSE: GENERAL SUPPORT | $150,000 |
Bny Mellon Charitable Gift Fund Boston, MA PURPOSE: TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $101,000 |
Cape Cod 5 Foundation Inc Hyannis, MA PURPOSE: DONATION | $10,000 |
Lilly Endowment Inc Indianapolis, IN PURPOSE: EMPLOYEE MATCHING GIFT(S) | $9,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: ARTS, CULTURE & HUMANITIES | $5,500 |
Charles F De Ganahl Family Foundation Boston, MA PURPOSE: FOR REACTIVATION AND MAINTENANCE EXPENSES FOR CAR COLLECTION | $5,000 |
Endowment Analysis
| Beg. Balance | $19,845,749 |
| Earnings | $2,581,926 |
| Admin Expense | $151,891 |
| Net Contributions | $118,534 |
| Other Expense | $938,022 |
| Ending Balance | $21,456,296 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Society For The Preservation Of New England Antiquities Inc Boston, MA | $149,018,347 | $24,101,977 |
Museum Of Jewish Heritage A Living Memorial To The Holocaust New York, NY | $55,434,280 | $9,656,219 |
National Baseball Hall Of Fame And Museum Inc Cooperstown, NY | $59,891,798 | $13,912,990 |
Museum Of The City Of New York New York, NY | $66,852,822 | $13,898,529 |
Old Sturbridge Inc Sturbridge, MA | $21,603,377 | $13,063,304 |
Plimoth Patuxet Museums Inc Plymouth, MA | $39,663,068 | $8,933,676 |
Lower East Side Tenement Museum New York, NY | $36,923,048 | $8,687,426 |
Historic Deerfield Inc Deerfield, MA | $76,973,698 | $8,334,092 |
Heritage Plantation Of Sandwich Inc Sandwich, MA | $34,658,032 | $6,604,835 |
Genesee Country Museum Mumford, NY | $24,289,826 | $5,606,616 |
Fenimore Art Museum New York, NY | $63,527,114 | $3,838,046 |
Farmers Museum Inc New York, NY | $82,300,614 | $4,849,865 |