Pilgrim Society FY2022 filing

Tax-deductible

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

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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.
83¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 9.2 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
$67K
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
48
of 50 voting members
Looks good: 48 of 50 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$791K
-6% vs prior year
Spent
$765K
To programs
83%
Net assets
$6.6M
By yearFY2019–FY2024
Revenue
$791K
FY2022▼ -6%
Revenue by fiscal year
FY2019$1.5M
FY2020$502K
FY2021$843K
FY2022$791K
FY2023$1.2M
FY2024$2.6M
Expenses
$765K
FY2022▲ +16%
Expenses by fiscal year
FY2019$718K
FY2020$618K
FY2021$658K
FY2022$765K
FY2023$844K
FY2024$2.8M
Net assets
$6.6M
FY2022▼ -12%
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 FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

83 cents of each dollar spent went to programs.

Program services 83% · $633K Management & general 7% · $51K Fundraising 11% · $82K

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

50 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.

Provided by the organization

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1 program service account for $633K of program spending, described in the organization's own filed words · FY2022.
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.

$633Kprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$791K
Ln 12
Gifts and grantsLn 1h$482K
Investment incomeLn 3$132K
Fees for servicesLn 2g$121K
Money outPt IX
$765K
Ln 25
Programscol B$633K
Managementcol C$51K
Fundraisingcol D$82K
Owns and owesPt X
$6.6M
net assets · Ln 32
Cash and savingsLn 1–2$586K
Total assetsLn 16$6.7M
LiabilitiesLn 26$67K
PeoplePt VI, VII
50
listed · VII A
PaidVII A0
Voting boardVI 1a50
IndependentVI 1b48
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$482K
Government grantsLn 1e$109K
Fundraising eventsLn 1c$8K
Fees for servicesLn 2g$121K
Investment incomeLn 3$132K
Other incomeLn 4–11$57K
Gains on assetsLn 7$73K
Total revenueLn 12$791K
Assets in detailPt X, end of year
CashLn 1$586K
SavingsLn 2$0
Cash and savings togetherLn 1–2$586K
InvestmentsLn 11–13$3.9M
Land, buildings, equipmentLn 10c$2.1M
Other assetsLn 15$151K
Total assetsLn 16$6.7M
LiabilitiesLn 26$67K
Net assetsLn 32$6.6M
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 FY22End FY22
Cash and savingsLn 1–2$522K$586K
InvestmentsLn 11–13$4.7M$3.9M
Land, buildings, equipmentLn 10c$2.2M$2.1M
Total assetsLn 16$7.6M$6.7M
LiabilitiesLn 26$57K$67K
Net assetsLn 32$7.5M$6.6M
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$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$284K$223K$18K$43K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$24K$20K$753$4K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$24K$24K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$10K$9K$1K
Office expensesLn 13$20K$11K$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$101K$101K
InsuranceLn 23$21K$21K
Other expenses (24a–d)Ln 24$205K$205K
All other expensesLn 24e$76K$42K$7K$27K
Total functional expensesLn 25$765K$633K$51K$82K

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 Viewing $791K$765K$26K$6.6M 990 PDF
FY2021 $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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $791,212 across 12 lines filed
Lines not itemized here account for $21,076 of total revenue; see the IRS return.
VIII-1b Membership dues$16,800
VIII-1c Fundraising events$7,744
VIII-1e Government grants$108,692
VIII-1f All other contributions, gifts and grants$348,404
VIII-1h Total contributions, gifts and grants$481,640
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $120,980$120,980
VIII-3 Investment incomeExcluded from tax $58,360$58,360
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $35,956$35,956
VIII-7 Net gain or loss on sales of assetsExcluded from tax $73,200$73,200
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $142,056 · Excluded from tax $167,516$791,212
Part IX · Statement of functional expenses $765,394 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 $223,247 · Management $17,952 · Fundraising $42,717$283,916
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $19,929 · Management $753 · Fundraising $3,583$24,265
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $24,069$24,069
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 $9,066 · Fundraising $1,057$10,123
IX-13 Office expensesPrograms $11,313 · Management $1,883 · Fundraising $6,761$19,957
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 $101,345$101,345
IX-23 InsurancePrograms $21,018$21,018
IX-24 Other expenses (24a–d)Programs $204,904$204,904
IX-24e All other expensesPrograms $41,806 · Management $6,605 · Fundraising $27,386$75,797
IX-25 Total functional expensesPrograms $632,628 · Management $51,262 · Fundraising $81,504$765,394
Part X · Balance sheet $6,710,283 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $522,240$586,381
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $802$675
X-8 Inventories for sale or useStart of year $18,200$23,676
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $2,155,590$2,084,760
X-11 Publicly traded securitiesStart of year $4,712,496$3,863,367
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $196,908$151,424
X-16 Total assetsStart of year $7,606,236$6,710,283
X-17 Accounts payable and accrued expensesStart of year $51,919$58,870
X-25 Other liabilitiesStart of year $5,557$7,933
X-26 Total liabilitiesStart of year $57,476$66,803
X-27 Net assets without donor restrictionsStart of year $6,612,253$5,680,672
X-28 Net assets with donor restrictionsStart of year $936,507$962,808
X-32 Total net assets or fund balancesStart of year $7,548,760$6,643,480
X-33 Total liabilities and net assetsStart of year $7,606,236$6,710,283
Part XI · Reconciliation of net assets $6,643,480 net assets at year end
XI-1 Total revenue$791,212
XI-2 Total expenses$765,394
XI-3 Revenue less expenses$25,818
XI-4 Net assets at start of year$7,548,760
XI-5 Net unrealized gains (losses) on investments−$931,098
XI-10 Net assets at end of year$6,643,480

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

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