Pocumtuck Valley Memorial Assn FY2021 filing

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Pvma promotes the history of the connecticut and deerfield river Valley.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2147607) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
49¢ of each $1 spent went to programs.
$39K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $145K a year · 12% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
49%
of spending
49% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$39K
to officers and key staff · 5% of spending
Pay to officers and key staff is 5% of spending.
Part VII, Section A
0.6 mo
of spending, in cash
Plus $1.3M in investments, Pt X · Ln 11–13
0.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $17K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
43% of total assets
Liabilities are 43% of assets.
Pt X · Ln 26
Independent board members
17
of 17 voting members
17 of 17 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$756K
Spent
$840K
To programs
49%
Net assets
$1.5M
By yearFY2021–FY2025
Revenue
$756K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$756K
FY2022$1.2M
FY2023$1.4M
FY2024$2.0M
FY2025$773K
Expenses
$840K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$840K
FY2022$963K
FY2023$1.2M
FY2024$1.3M
FY2025$1.1M
Net assets
$1.5M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$1.5M
FY2022$1.6M
FY2023$1.8M
FY2024$2.6M
FY2025$2.4M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1949.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

49 cents of each dollar spent went to programs.

Program services 49% · $415K Management & general 34% · $285K Fundraising 17% · $140K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $39K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Director
$39,469Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Timothy Neumann$40,014$47,551$50,128$37,841$39,469

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Pocumtuck Valley Memorial Assn executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and shares the history of the Connecticut and Deerfield River Valley.

Questions for Pocumtuck Valley Memorial Assn

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3 programs · $415K · in their own filed words · FY2020
01

Education programs-portrayal of segments of daily living as it related to the era of the museum to school groups, youths, teachers and the general public.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2147607) · Dispute this line
$349Kprogram expense
02

Museum and indian house-preservation and exhibition of museum and artifacts of historical importance.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2147607) · Dispute this line
$65Kprogram expense
03

Steve alves project.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2147607) · Dispute this line
$900program expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$17K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$756K
Ln 12
Gifts and grantsLn 1h$615K
Fees for servicesLn 2g$101K
Investment incomeLn 3$40K
Money outPt IX
$840K
Ln 25
Programscol B$415K
Managementcol C$285K
Fundraisingcol D$140K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$41K
Total assetsLn 16$2.7M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$615K
Government grantsLn 1e$283K
Fees for servicesLn 2g$101K
Investment incomeLn 3$40K
Other incomeLn 4–11$220
Total revenueLn 12$756K
Assets in detailPt X, end of year
CashLn 1$41K
Cash and savings togetherLn 1–2$41K
Pledges and grants receivableLn 3$48K
Inventories for sale or useLn 8$34K
Prepaid expenses and deferred chargesLn 9$19K
Land, buildings, equipmentLn 10c$1.1M
InvestmentsLn 11–13$1.3M
Other assetsLn 15$188K
Total assetsLn 16$2.7M
LiabilitiesLn 26$1.2M
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 535
VolunteersI 692
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$779K$654K$674K$815K$205K
AddedLn 1b$148K$614K
SpentLn 1d–1f$40K$25K$152K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$28K$41K
InvestmentsLn 11–13$1.0M$1.3M
Land, buildings, equipmentLn 10c$1.1M$1.1M
Total assetsLn 16$2.4M$2.7M
LiabilitiesLn 26$1.0M$1.2M
Net assetsLn 32$1.4M$1.5M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$39K$39K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$215K$167K$31K$17K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$7K$4K$3K$6
Payroll taxesLn 10$25K$16K$7K$2K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$7K$3K$1K$3K
Office expensesLn 13$74K$36K$27K$12K
Information technologyLn 14$59K$50K$5K$4K
RoyaltiesLn 15$0
OccupancyLn 16$59K$46K$13K
TravelLn 17$21$21
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$47K$1K$46K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$44K$44K
InsuranceLn 23$25K$25K
Other expenses (24a–d)Ln 24$236K$91K$42K$103K
All other expensesLn 24e$0
Total functional expensesLn 25$840K$415K$285K$140K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Oct 31, 2025 $773K$1.1M−$344K$2.4M 990 PDF
FY2024Filed with the IRS Oct 30, 2024 $2.0M$1.3M$719K$2.6M 990 PDF
FY2023Filed with the IRS Oct 26, 2023 $1.4M$1.2M$229K$1.8M 990 PDF
FY2022Filed with the IRS Nov 10, 2022 $1.2M$963K$206K$1.6M 990 PDF
FY2021 ViewingFiled with the IRS Nov 11, 2021 $756K$840K−$84K$1.5M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $755,724 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $478,291$615,366
I-9 Program service revenuePrior year $351,614$100,530
I-10 Investment incomePrior year $93,851$39,608
I-11 Other revenuePrior year $5,817$220
I-12 Total revenuePrior year $929,573$755,724
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $306,035$286,837
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $709,875$552,774
I-18 Total expensesPrior year $1,015,910$839,611
I-19 Revenue less expensesPrior year −$86,337−$83,887
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $755,724 across 7 lines filed
VIII-1e Government grants$282,639
VIII-1f All other contributions, gifts and grants$332,727
VIII-1h Total contributions, gifts and grants$615,366
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $100,530$100,530
VIII-3 Investment income$39,608
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $220$220
VIII-12 Total revenueRelated to mission $100,750$755,724
Part IX · Statement of functional expenses $839,611 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)Management $39,469$39,469
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $167,173 · Management $30,985 · Fundraising $17,095$215,253
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $4,324 · Management $2,949 · Fundraising $6$7,279
IX-10 Payroll taxesPrograms $16,214 · Management $6,890 · Fundraising $1,732$24,836
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionPrograms $3,164 · Management $1,113 · Fundraising $3,032$7,309
IX-13 Office expensesPrograms $35,660 · Management $26,973 · Fundraising $11,667$74,300
IX-14 Information technologyPrograms $49,710 · Management $5,494 · Fundraising $4,012$59,216
IX-15 Royalties$0
IX-16 OccupancyPrograms $45,997 · Management $12,643$58,640
IX-17 TravelManagement $21$21
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $1,400 · Management $46,025$47,425
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $44,295$44,295
IX-23 InsuranceManagement $25,384$25,384
IX-24 Other expenses (24a–d)Programs $90,959 · Management $42,306 · Fundraising $102,919$236,184
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $414,601 · Management $284,547 · Fundraising $140,463$839,611
Part X · Balance sheet $2,715,973 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $27,785$41,376
X-3 Pledges and grants receivableStart of year $37,198$47,995
X-8 Inventories for sale or useStart of year $34,033$33,640
X-9 Prepaid expenses and deferred chargesStart of year $19,601$19,293
X-10c Land, buildings and equipment, netStart of year $1,094,779$1,063,521
X-11 Publicly traded securitiesStart of year $1,013,786$1,321,965
X-15 Other assetsStart of year $186,244$188,183
X-16 Total assetsStart of year $2,413,426$2,715,973
X-17 Accounts payable and accrued expensesStart of year $161,990$161,693
X-19 Deferred revenueStart of year $76,510$82,265
X-23 Secured mortgages and notes payableStart of year $766,034$924,112
X-26 Total liabilitiesStart of year $1,004,534$1,168,070
X-27 Net assets without donor restrictionsStart of year $1,288,963$1,427,883
X-28 Net assets with donor restrictionsStart of year $119,929$120,020
X-32 Total net assets or fund balancesStart of year $1,408,892$1,547,903
X-33 Total liabilities and net assetsStart of year $2,413,426$2,715,973
Part XI · Reconciliation of net assets $1,547,903 net assets at year end
XI-1 Total revenue$755,724
XI-2 Total expenses$839,611
XI-3 Revenue less expenses−$83,887
XI-4 Net assets at start of year$1,408,892
XI-5 Net unrealized gains (losses) on investments$222,898
XI-10 Net assets at end of year$1,547,903

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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