Pilgrim Society FY2019 filing

Tax-deductible

Plymouth, MA501(c)(3)Arts & CultureEIN 23-7282033

To foster greater awareness of the Pilgrims and early Plymouth Colony as a complex narrative of America's beginnings, and of Plymouth's evolving histories, through preservation, exhibition and education.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2019 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $164K a year · 13% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 9.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $213K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$40K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
54
of 56 voting members
Looks good: 54 of 56 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
Spent
$718K
To programs
79%
Net assets
$6.8M
By yearFY2019–FY2024
Revenue
$1.5M
FY2019
Revenue by fiscal year
FY2019$1.5M
FY2020$502K
FY2021$843K
FY2022$791K
FY2023$1.2M
FY2024$2.6M
Expenses
$718K
FY2019
Expenses by fiscal year
FY2019$718K
FY2020$618K
FY2021$658K
FY2022$765K
FY2023$844K
FY2024$2.8M
Net assets
$6.8M
FY2019
Net assets by fiscal year
FY2019$6.8M
FY2020$7.1M
FY2021$7.5M
FY2022$6.6M
FY2023$7.5M
FY2024$7.5M

From the FY2019 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1973.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $569K Management & general 8% · $56K Fundraising 13% · $93K

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

Who runs it and what they're paid

56 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Pilgrim Society executive salaries →

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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 educates about the Pilgrims and Plymouth Colony's complex history.

Provided by the organization

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1 program service account for $569K of program spending, described in the organization's own filed words · FY2019.
01

As a museum and library, The Pilgrim Society preserves historical artifacts, educates the public, and sponsors multiple events that foster public awareness and understanding of early American History.

$569Kprogram 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
See all 8 funders →

By the numbers

The FY2019 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Investment incomeLn 3$789K
Gifts and grantsLn 1h$347K
Fees for servicesLn 2g$229K
Money outPt IX
$718K
Ln 25
Programscol B$569K
Managementcol C$56K
Fundraisingcol D$93K
Owns and owesPt X
$6.8M
net assets · Ln 32
Cash and savingsLn 1–2$569K
Total assetsLn 16$6.8M
LiabilitiesLn 26$40K
PeoplePt VI, VII
56
listed · VII A
PaidVII A0
Voting boardVI 1a56
IndependentVI 1b54
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$347K
Fundraising eventsLn 1c$30K
Fees for servicesLn 2g$229K
Investment incomeLn 3$789K
Other incomeLn 4–11$91K
Gains on assetsLn 7$701K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$569K
SavingsLn 2$0
Cash and savings togetherLn 1–2$569K
InvestmentsLn 11–13$3.9M
Land, buildings, equipmentLn 10c$2.2M
Other assetsLn 15$160K
Total assetsLn 16$6.8M
LiabilitiesLn 26$40K
Net assetsLn 32$6.8M
OperationsPt I, VI
EmployeesI 512
VolunteersI 630
Fiscal year endsHeaderDecember
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 FY19End FY19
Cash and savingsLn 1–2$403K$569K
InvestmentsLn 11–13$3.5M$3.9M
Land, buildings, equipmentLn 10c$2.3M$2.2M
Total assetsLn 16$6.3M$6.8M
LiabilitiesLn 26$40K$40K
Net assetsLn 32$6.2M$6.8M
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$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$263K$213K$17K$33K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$28K$24K$1K$3K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$23K$418$23K
Advertising and promotionLn 12$20K$18K$2K
Office expensesLn 13$18K$6K$6K$6K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$89K$89K
InsuranceLn 23$18K$18K
Other expenses (24a–d)Ln 24$139K$108K$31K
All other expensesLn 24e$119K$93K$9K$18K
Total functional expensesLn 25$718K$569K$56K$93K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.6M$2.8M−$204K$7.5M 990 PDF
FY2023 $1.2M$844K$357K$7.5M 990 PDF
FY2022 $791K$765K$26K$6.6M 990 PDF
FY2021 $843K$658K$185K$7.5M 990 PDF
FY2020 $502K$618K−$116K$7.1M 990 PDF
FY2019 Viewing $1.5M$718K$738K$6.8M 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 FY2019 990 (4 parts)
Part VIII · Statement of revenue $1,456,436 across 11 lines filed
Lines not itemized here account for $49,777 of total revenue; see the IRS return.
VIII-1b Membership dues$23,785
VIII-1c Fundraising events$30,030
VIII-1f All other contributions, gifts and grants$293,109
VIII-1h Total contributions, gifts and grants$346,924
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $229,388$229,388
VIII-3 Investment incomeRelated to mission $88,216$88,216
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $40,901$40,901
VIII-7 Net gain or loss on sales of assetsRelated to mission $701,230$701,230
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $1,068,611 · Excluded from tax $40,901$1,456,436
Part IX · Statement of functional expenses $718,010 across 31 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 staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $212,724 · Management $17,184 · Fundraising $33,122$263,030
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $23,738 · Management $1,114 · Fundraising $2,971$27,823
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $418 · Management $23,069$23,487
IX-12 Advertising and promotionPrograms $17,596 · Fundraising $2,353$19,949
IX-13 Office expensesPrograms $6,016 · Management $6,487 · Fundraising $5,645$18,148
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $89,023$89,023
IX-23 InsurancePrograms $18,220$18,220
IX-24 Other expenses (24a–d)Programs $108,124 · Fundraising $30,950$139,074
IX-24e All other expensesPrograms $92,839 · Management $8,567 · Fundraising $17,850$119,256
IX-25 Total functional expensesPrograms $568,698 · Management $56,421 · Fundraising $92,891$718,010
Part X · Balance sheet $6,833,414 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $402,945$568,631
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $3,850$7,987
X-8 Inventories for sale or useStart of year $13,719$11,038
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $2,274,907$2,179,144
X-11 Publicly traded securitiesStart of year $2,633,636$3,906,688
X-12 Other securitiesStart of year $824,186$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $135,431$159,926
X-16 Total assetsStart of year $6,288,674$6,833,414
X-17 Accounts payable and accrued expensesStart of year $33,440$34,566
X-25 Other liabilitiesStart of year $6,405$5,506
X-26 Total liabilitiesStart of year $39,845$40,072
X-27 Net assets without donor restrictionsStart of year $5,428,959$5,877,467
X-28 Net assets with donor restrictionsStart of year $819,870$915,875
X-32 Total net assets or fund balancesStart of year $6,248,829$6,793,342
X-33 Total liabilities and net assetsStart of year $6,288,674$6,833,414
Part XI · Reconciliation of net assets $6,793,342 net assets at year end
XI-1 Total revenue$1,456,436
XI-2 Total expenses$718,010
XI-3 Revenue less expenses$738,426
XI-4 Net assets at start of year$6,248,829
XI-5 Net unrealized gains (losses) on investments−$193,913
XI-10 Net assets at end of year$6,793,342

Form 990 e-file (XML) FY2019 from the IRS · Classification, formation year and address from the IRS Business Master File

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