Pilgrim Society FY2021 filing

Tax-deductible

Plymouth, MA501(c)(3)Arts & CultureEIN 23-7282033Revenue $843K in FY2021

On file with the IRSpilgrimhallmuseum.org75 Court St, 02360-3823 · Plymouth, MATax-exempt since Apr 1973Publicly supported — 509(a)(2)

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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.
84¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
84%
of spending
Looks good: 84% 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
$57K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
54
of 52 voting members
Looks good: 54 of 52 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$843K
+68% vs prior year
Spent
$658K
To programs
84%
Net assets
$7.5M
By yearFY2019–FY2024
Revenue
$843K
FY2021▲ +68%
Tap a bar for its year
Revenue by fiscal year
FY2019$1.5M
FY2020$502K
FY2021$843K
FY2022$791K
FY2023$1.2M
FY2024$2.6M
Expenses
$658K
FY2021▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2019$718K
FY2020$618K
FY2021$658K
FY2022$765K
FY2023$844K
FY2024$2.8M
Net assets
$7.5M
FY2021▲ +7%
Tap a bar for its year
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 FY2021 Form 990 · figures checked against the IRS filing · see the original

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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

84 cents of each dollar spent went to programs.

Program services 84% · $554K Management & general 7% · $46K Fundraising 9% · $58K

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

52 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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.

Questions for Pilgrim Society

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Provided by the organization

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1 program · $554K · in their own filed words · FY2021
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.

$554Kprogram 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
See all 8 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$843K
Ln 12
Gifts and grantsLn 1h$528K
Investment incomeLn 3$137K
Fees for servicesLn 2g$105K
Money outPt IX
$658K
Ln 25
Programscol B$554K
Managementcol C$46K
Fundraisingcol D$58K
Owns and owesPt X
$7.5M
net assets · Ln 32
Cash and savingsLn 1–2$522K
Total assetsLn 16$7.6M
LiabilitiesLn 26$57K
PeoplePt VI, VII
52
listed · VII A
PaidVII A0
Voting boardVI 1a52
IndependentVI 1b54
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$528K
Government grantsLn 1e$102K
Fundraising eventsLn 1c$1K
Fees for servicesLn 2g$105K
Investment incomeLn 3$137K
Other incomeLn 4–11$73K
Gains on assetsLn 7$48K
Total revenueLn 12$843K
Assets in detailPt X, end of year
CashLn 1$522K
SavingsLn 2$0
Cash and savings togetherLn 1–2$522K
InvestmentsLn 11–13$4.7M
Land, buildings, equipmentLn 10c$2.2M
Other assetsLn 15$197K
Total assetsLn 16$7.6M
LiabilitiesLn 26$57K
Net assetsLn 32$7.5M
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 FY21End FY21
Cash and savingsLn 1–2$342K$522K
InvestmentsLn 11–13$4.3M$4.7M
Land, buildings, equipmentLn 10c$2.3M$2.2M
Total assetsLn 16$7.1M$7.6M
LiabilitiesLn 26$52K$57K
Net assetsLn 32$7.1M$7.5M
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$250K$203K$19K$29K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$22K$18K$1K$2K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$19K$19K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$5K$3K$2K
Office expensesLn 13$22K$12K$2K$7K
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$102K$102K
InsuranceLn 23$20K$20K
Other expenses (24a–d)Ln 24$165K$156K$3K$6K
All other expensesLn 24e$53K$40K$2K$11K
Total functional expensesLn 25$658K$554K$46K$58K

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 Viewing $843K$658K$185K$7.5M 990 PDF
FY2020 $502K$618K−$116K$7.1M 990 PDF
FY2019 $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 FY2021 990 (6 parts)
Part I · Summary $843,105 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $325,113$527,789
I-9 Program service revenuePrior year $12,317$105,439
I-10 Investment incomePrior year $88,863$137,152
I-11 Other revenuePrior year $75,325$72,725
I-12 Total revenuePrior year $501,618$843,105
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $221,402$272,619
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $396,415$385,122
I-18 Total expensesPrior year $617,817$657,741
I-19 Revenue less expensesPrior year −$116,199$185,364
Part VI · Governance 54 of 52 board members independent, no flags
VI-1a Voting members of the governing body52
VI-1b Independent voting members54
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 $843,105 across 12 lines filed
Lines not itemized here account for $39,563 of total revenue; see the IRS return.
VIII-1b Membership dues$15,195
VIII-1c Fundraising events$1,130
VIII-1e Government grants$101,891
VIII-1f All other contributions, gifts and grants$409,573
VIII-1h Total contributions, gifts and grants$527,789
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $105,439$105,439
VIII-3 Investment incomeExcluded from tax $88,669$88,669
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $33,162$33,162
VIII-7 Net gain or loss on sales of assetsExcluded from tax $48,483$48,483
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $145,002 · Excluded from tax $170,314$843,105
Part IX · Statement of functional expenses $657,741 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 $202,529 · Management $19,104 · Fundraising $28,825$250,458
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $18,493 · Management $1,196 · Fundraising $2,472$22,161
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $18,758$18,758
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $3,038 · Fundraising $1,852$4,890
IX-13 Office expensesPrograms $12,261 · Management $2,050 · Fundraising $7,375$21,686
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 $101,955$101,955
IX-23 InsurancePrograms $20,092$20,092
IX-24 Other expenses (24a–d)Programs $155,617 · Management $3,456 · Fundraising $6,095$165,168
IX-24e All other expensesPrograms $39,771 · Management $1,528 · Fundraising $11,274$52,573
IX-25 Total functional expensesPrograms $553,756 · Management $46,092 · Fundraising $57,893$657,741
Part X · Balance sheet $7,606,236 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $342,214$522,240
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $13,684$802
X-8 Inventories for sale or useStart of year $15,201$18,200
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $2,256,822$2,155,590
X-11 Publicly traded securitiesStart of year $4,322,029$4,712,496
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $180,671$196,908
X-16 Total assetsStart of year $7,130,621$7,606,236
X-17 Accounts payable and accrued expensesStart of year $44,748$51,919
X-25 Other liabilitiesStart of year $6,757$5,557
X-26 Total liabilitiesStart of year $51,505$57,476
X-27 Net assets without donor restrictionsStart of year $6,218,887$6,612,253
X-28 Net assets with donor restrictionsStart of year $860,229$936,507
X-32 Total net assets or fund balancesStart of year $7,079,116$7,548,760
X-33 Total liabilities and net assetsStart of year $7,130,621$7,606,236
Part XI · Reconciliation of net assets $7,548,760 net assets at year end
XI-1 Total revenue$843,105
XI-2 Total expenses$657,741
XI-3 Revenue less expenses$185,364
XI-4 Net assets at start of year$7,079,116
XI-5 Net unrealized gains (losses) on investments$284,280
XI-10 Net assets at end of year$7,548,760

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

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