Carlisle Historical Society Inc
- Assets
- $590.3k
- Revenue
- $25.7k
- Investments
- $5.4k
- Employees
- 0
- Location
- Carlisle, MA
- Founding
- 04/1999
- Data as of
- 12/2020
- EIN
- 51-0178512
Organization Overview
Carlisle Historical Society Inc is located in Carlisle, MA. The organization was established in 1999. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carlisle Historical Society Inc 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 12/2020, Carlisle Historical Society Inc generated $25.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (6.7%) each year. All expenses for the organization totaled $30.1k during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 6 years. 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
2020
Describe the Organization's Mission:
Part 3 - Line 1
GATHER HISTORICAL AND EDUCATIONAL OBJECTS AND TRANSMIT TO FUTURE GENERATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GATHER HISTORICAL AND EDUCATIONAL OBJECTS AND INFORMATION AND TRANSMIT TO THE PUBLIC THROUGH MEETINGS, TOURS AND LECTURES.
GATHER HISTORICAL AND EDUCATIONAL OBJECTS AND INFORMATION AND TRANSMIT TO THE PUBLIC THROUGH MEETINGS, TOURS & LECTURES.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Bohn Treasurer | OfficerTrustee | $0 | |
Dana Booth Secretary | OfficerTrustee | $0 | |
Philip Drew President | OfficerTrustee | $0 | |
John Troast III Director | Trustee | $0 | |
Carl Andreassen Director | Trustee | $0 | |
Charles Forsberg Director | Trustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $18,399 |
| Investment income | $1,414 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $5,899 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $25,712 |
| Statement of Expenses | |
|---|---|
| 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 to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,850 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $10,403 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $4,834 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $9,613 |
| Insurance | $3,370 |
| All other expenses | $0 |
| Total functional expenses | $30,070 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $60,193 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $20,204 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $45,458 |
| Investments—other securities | $5,444 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $590,340 |
| Accounts payable and accrued expenses | $2,300 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,300 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $588,040 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Carlisle Historical Society Inc has recieved totaling $10,700.
| Awarding Organization | Amount |
|---|---|
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $5,350 |
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $5,350 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Buffalo Olmsted Parks Conservancy Inc Buffalo, NY | $5,280,478 | $5,712,316 |
New York Landmarks Conservancy Inc New York, NY | $20,181,669 | $5,556,998 |
Marthas Vineyard Museum Inc Vineyard Haven, MA | $28,426,122 | $2,586,449 |
Florence Griswold Museum Inc Old Lyme, CT | $32,307,778 | $2,875,061 |
Friends Of Hildene Inc Manchester, VT | $15,529,063 | $5,299,027 |
Sakonnet Preservation Assoc Inc Little Compton, RI | $7,767,895 | $3,666,448 |
Mattatuck Historical Society Waterbury, CT | $30,372,011 | $3,496,557 |
Edith Wharton Restoration Inc Lenox, MA | $18,245,381 | $3,306,294 |
Rhode Island Historical Society Providence, RI | $30,696,643 | $3,629,513 |
Galvan Initiatives Foundation New York, NY | $45,061,487 | $6,375,160 |
Concord Antiquarian Society Concord, MA | $23,141,155 | $2,972,281 |
Greenwich Historical Society Inc Cos Cob, CT | $25,626,567 | $1,529,771 |