Pocumtuck Valley Memorial Assn FY2022 filing

Tax-deductible

Deerfield, MA501(c)(3)EIN 04-2147607

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

501(c)(3) charity; gifts are tax-deductible.
43¢ of each $1 spent went to programs.
$38K 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

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
43%
of spending
Concern: 43% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$38K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $17K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
+55% vs prior year
Spent
$963K
To programs
43%
Net assets
$1.6M
By yearFY2021–FY2025
Revenue
$1.2M
FY2022▲ +55%
Revenue by fiscal year
FY2021$756K
FY2022$1.2M
FY2023$1.4M
FY2024$2.0M
FY2025$773K
Expenses
$963K
FY2022▲ +15%
Expenses by fiscal year
FY2021$840K
FY2022$963K
FY2023$1.2M
FY2024$1.3M
FY2025$1.1M
Net assets
$1.6M
FY2022▲ +1%
Net assets by fiscal year
FY2021$1.5M
FY2022$1.6M
FY2023$1.8M
FY2024$2.6M
FY2025$2.4M

From the FY2022 Form 990 (year ending June 2022) · see the original

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You’re viewing the FY2022 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

43 cents of each dollar spent went to programs.

Program services 43% · $415K Management & general 30% · $292K Fundraising 27% · $256K

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

Who runs it and what they're paid

14 people listed on the 990; $38K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director
$37,841Pt 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
Director
$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.

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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.

Provided by the organization

This section is blank until Pocumtuck Valley Memorial Assn claims this page.

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2 program services account for $415K of program spending, described in the organization's own filed words · FY2021.
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.

$346Kprogram expense
02

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

$69Kprogram expense

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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 FY2022 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$778K
Fees for servicesLn 2g$280K
Investment incomeLn 3$96K
Money outPt IX
$963K
Ln 25
Programscol B$415K
Managementcol C$292K
Fundraisingcol D$256K
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$156K
Total assetsLn 16$2.6M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$778K
Government grantsLn 1e$188K
Fees for servicesLn 2g$280K
Investment incomeLn 3$96K
Other incomeLn 4–11$15K
Gains on assetsLn 7$21K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$156K
Cash and savings togetherLn 1–2$156K
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$1.0M
Other assetsLn 15$188K
Total assetsLn 16$2.6M
LiabilitiesLn 26$1.1M
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 535
VolunteersI 692
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$41K$156K
InvestmentsLn 11–13$1.3M$1.1M
Land, buildings, equipmentLn 10c$1.1M$1.0M
Total assetsLn 16$2.7M$2.6M
LiabilitiesLn 26$1.2M$1.1M
Net assetsLn 32$1.5M$1.6M
4Every 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 current officers, directors and key staffLn 5$38K$38K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$225K$135K$40K$50K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$8K$4K$3K$163
Payroll taxesLn 10$23K$13K$6K$5K
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$69K$12K$6K$51K
Office expensesLn 13$95K$37K$22K$36K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$146K$40K$21K$85K
TravelLn 17$5K$272$50$4K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$35K$35K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$44K$44K
InsuranceLn 23$27K$470$26K$157
Other expenses (24a–d)Ln 24$248K$174K$49K$25K
All other expensesLn 24e$0
Total functional expensesLn 25$963K$415K$292K$256K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $773K$1.1M−$344K$2.4M 990 PDF
FY2024 $2.0M$1.3M$719K$2.6M 990 PDF
FY2023 $1.4M$1.2M$229K$1.8M 990 PDF
FY2022 Viewing $1.2M$963K$206K$1.6M 990 PDF
FY2021 $756K$840K−$84K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $1,168,491 across 8 lines filed
VIII-1e Government grants$187,888
VIII-1f All other contributions, gifts and grants$590,427
VIII-1h Total contributions, gifts and grants$778,315
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)$279,848
VIII-3 Investment income$74,794
VIII-7 Net gain or loss on sales of assets$21,012
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)$14,522
VIII-12 Total revenue$1,168,491
Part IX · Statement of functional expenses $962,781 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 current officers, directors and key staffManagement $37,841$37,841
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $134,706 · Management $40,244 · Fundraising $50,345$225,295
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $4,126 · Management $3,280 · Fundraising $163$7,569
IX-10 Payroll taxesPrograms $12,642 · Management $5,531 · Fundraising $4,691$22,864
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-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $12,163 · Management $5,964 · Fundraising $51,061$69,188
IX-13 Office expensesPrograms $36,540 · Management $22,430 · Fundraising $36,140$95,110
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $40,040 · Management $21,437 · Fundraising $84,538$146,015
IX-17 TravelPrograms $272 · Management $50 · Fundraising $4,231$4,553
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $34,741$34,741
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $44,295$44,295
IX-23 InsurancePrograms $470 · Management $26,392 · Fundraising $157$27,019
IX-24 Other expenses (24a–d)Programs $173,787 · Management $49,375 · Fundraising $25,129$248,291
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $414,746 · Management $291,580 · Fundraising $256,455$962,781
Part X · Balance sheet $2,631,499 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $41,376$155,534
X-3 Pledges and grants receivableStart of year $47,995$65,143
X-8 Inventories for sale or useStart of year $33,640$31,932
X-9 Prepaid expenses and deferred chargesStart of year $19,293$23,562
X-10c Land, buildings and equipment, netStart of year $1,063,521$1,019,226
X-11 Publicly traded securitiesStart of year $1,321,965$1,147,919
X-15 Other assetsStart of year $188,183$188,183
X-16 Total assetsStart of year $2,715,973$2,631,499
X-17 Accounts payable and accrued expensesStart of year $161,693$176,578
X-19 Deferred revenueStart of year $82,265$100,857
X-26 Total liabilitiesStart of year $1,168,070$1,065,237
X-27 Net assets without donor restrictionsStart of year $1,427,883$1,446,060
X-28 Net assets with donor restrictionsStart of year $120,020$120,202
X-32 Total net assets or fund balancesStart of year $1,547,903$1,566,262
X-33 Total liabilities and net assetsStart of year $2,715,973$2,631,499
Part XI · Reconciliation of net assets $1,566,262 net assets at year end
XI-1 Total revenue$1,168,491
XI-2 Total expenses$962,781
XI-3 Revenue less expenses$205,710
XI-4 Net assets at start of year$1,547,903
XI-5 Net unrealized gains (losses) on investments−$187,351
XI-10 Net assets at end of year$1,566,262

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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