Totals
- Total revenue
- $4,899,638
- Total expenses
- $7,389,595
- Contributions and grants received
- $2,072,235
- Grants paid
- $0
- Program service revenue
- $1,202,894
- Investment income
- $932,947
- Other revenue
- $691,562
- Total assets, end of year
- $8,960,263
- Total liabilities, end of year
- $790,999
- Net assets or fund balances, end of year
- $8,169,264
- Program services expenses (Part IX)
- $3,952,537
- Management and general expenses
- $2,824,003
- Fundraising expenses
- $613,055
- Program service expenses (Part III)
- $3,952,537
Program services were 53.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$32,960
-
1e · Government grants (contributions)
$734,067
-
1f · All other contributions, gifts and grants
$1,305,208
-
1g · Noncash contributions included above
$337,510
-
2a · Program service revenue: ADMISSION FEES
total $1,000,089 · related or exempt $1,000,089
-
2b · Program service revenue: RENTAL FEES
total $108,861 · related or exempt $108,861
-
2c · Program service revenue: PROGRAM EVENTS
total $93,944 · related or exempt $93,944
-
3 · Investment income
total $57,509 · excluded $57,509
-
7a · Gross sales of assets other than inventory
securities $1,850,064
-
7b · Less cost or other basis and sales expenses
securities $974,626
-
7c · Gain or loss
securities $875,438
-
7d · Net gain or loss
total $875,438 · excluded $875,438
-
8a · Fundraising events: gross income
$29,180
-
8a · Fundraising events: contributions included on line 1c
$32,960
-
8b · Fundraising events: direct expenses
$29,490
-
8c · Net income from fundraising events
total -$310 · excluded -$310
-
10a · Gross sales of inventory
$1,130,701
-
10b · Cost of goods sold
$517,596
-
10c · Net income from sales of inventory
total $613,105 · unrelated business $412,480 · excluded $200,625
-
11a · Other revenue: MISCELLANEOUS
total $78,767 · related or exempt $78,767
-
11e · Other revenue, total
$78,767
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $209,943 · management and general $104,972 · fundraising $104,971
-
7 · Other salaries and wages
total $2,277,285 · program services $1,879,830 · management and general $228,846 · fundraising $168,609
-
8 · Pension plan contributions
total $54,843 · program services $46,905 · management and general $5,508 · fundraising $2,430
-
9 · Other employee benefits
total $114,469 · program services $83,172 · management and general $18,377 · fundraising $12,920
-
10 · Payroll taxes
total $258,673 · program services $187,185 · management and general $41,885 · fundraising $29,603
-
11b · Fees: legal
total $2,200 · management and general $2,200
-
11c · Fees: accounting
total $45,000 · management and general $45,000
-
11d · Fees: lobbying
total $94,500 · fundraising $94,500
-
11e · Fees: professional fundraising services
total $144,100 · fundraising $144,100
-
11f · Fees: investment management
total $24,174 · management and general $24,174
-
11g · Fees: other
total $124,126 · program services $50,370 · management and general $73,756
-
12 · Advertising and promotion
total $154,210 · program services $154,210
-
13 · Office expenses
total $115,672 · program services $66,556 · management and general $17,394 · fundraising $31,722
-
16 · Occupancy
total $758,106 · program services $606,804 · management and general $151,302
-
17 · Travel
total $2,328 · program services $777 · management and general $1,551
-
19 · Conferences, conventions and meetings
total $939 · program services $400 · management and general $539
-
22 · Depreciation, depletion and amortization
total $241,022 · program services $231,067 · management and general $9,955
-
23 · Insurance
total $143,637 · management and general $143,637
-
24a · Other expenses: BAD DEBT
total $1,922,296 · management and general $1,922,296
-
24b · Other expenses: PROGRAM EXPENSES
total $380,558 · program services $380,558
-
24c · Other expenses: MISCELLANEOUS
total $275,905 · program services $245,433 · management and general $8,483 · fundraising $21,989
-
24d · Other expenses: OTHER PERSONNEL EXPENSE
total $29,169 · program services $5,041 · management and general $24,128
-
24e · All other expenses
total $16,440 · program services $14,229 · fundraising $2,211
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,410,100 · end of year $1,791,303
-
2 · Savings and temporary cash investments
beginning of year $547,734 · end of year $63,839
-
3 · Pledges and grants receivable
beginning of year $2,593,082 · end of year $788,990
-
8 · Inventories for sale or use
beginning of year $250,492 · end of year $462,447
-
9 · Prepaid expenses and deferred charges
beginning of year $67,185 · end of year $78,553
-
10a · Land, buildings and equipment: cost or other basis
$6,250,070
-
10b · Land, buildings and equipment: accumulated depreciation
$2,964,489
-
10c · Land, buildings and equipment, net
beginning of year $3,724,180 · end of year $3,285,581
-
11 · Investments: publicly traded securities
beginning of year $3,499,782 · end of year $2,247,961
-
15 · Other assets
beginning of year $369,584 · end of year $241,589
-
17 · Accounts payable and accrued expenses
beginning of year $593,227 · end of year $548,482
-
25 · Other liabilities
beginning of year $370,757 · end of year $242,517
-
27 · Net assets without donor restrictions
beginning of year $7,106,414 · end of year $5,202,057
-
28 · Net assets with donor restrictions
beginning of year $4,391,741 · end of year $2,967,207
Mission and programs · 2023
Mission
REVOLUTIONARY SPACES BRINGS PEOPLE TOGETHER TO EXPLORE THE AMERICAN STRUGGLE TO CREATE AND SUSTAIN A FREE SOCIETY, SINGULARLY EVOKED BY BOSTON'S OLD SOUTH MEETING HOUSE AND OLD STATE HOUSE. WE STEWARD THESE BUILDINGS AS GATHERING SPACES FOR THE OPEN EXCHANGE OF IDEAS AND THE CONTINUING PRACTICE OF DEMOCRACY, INSPIRING ALL WHO BELIEVE IN THE POWER OF PEOPLE TO GOVERN THEMSELVES.
-
PRESERVATION AND RENOVATION OF THE OLD STATE HOUSE AND OLD SOUTH MEETING HOUSE, HISTORIC LANDMARKS OF COLONIAL-ERA BOSTON; AND OPERATION OF THE OLD STATE HOUSE AND OLD SOUTH MEETING HOUSE MUSEUMS, TO PROMOTE BETTER PUBLIC UNDERSTANDING OF THE PERIOD AND INTELLECTUAL CLIMATE THAT GAVE BIRTH TO THE AMERICAN REVOLUTION.
Expenses $1,580,323 · Revenue $1,000,089
-
GENERAL PROGRAMMING ACTIVITIES INCLUDE CONSERVATION OF REVOLUTIONARY SPACES' COLLECTION AND ARCHIVES AS A RESOURCE FOR BOTH RESEARCHERS AND THE GENERAL PUBLIC, AND INTERPRETING THE OLD STATE HOUSE, OLD SOUTH MEETING HOUSE, AND THEIR HISTORIES THROUGH EXHIBITIONS AND PROGRAMMING TARGETED TO MUSEUM VISITORS, SCHOOL GROUPS AND MEMBERS OF THE COMMUNITY. PROGRAMS INCLUDE: GALLERY PROGRAMS AND SUBJECT-BASED MUSEUM TOURS, VIRTUAL PROGRAMS, LARGE-SCALE HISTORICAL RE-ENACTMENTS, AND SITE-SPECIFIC HISTORY THEATRE PRODUCTIONS.
Expenses $2,372,214 · Revenue $281,572
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Martha McNamaraMARTHA MCNAMARA
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Ellen LipseyELLEN LIPSEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ray HoeflingRAY HOEFLING
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Judy McDonoughJUDY MCDONOUGH
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim HunnewellJIM HUNNEWELL
PRESERVATION OFFICER OLD STATE HOUSE
- Total calculated
- $0
- Hours/week
- 0.5
-
Christopher LaneCHRISTOPHER LANE
PRESERVATION OFFICER OLD SOUTH MTG.
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas AppletonTHOMAS APPLETON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Richard BatchelderRICHARD BATCHELDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Asaf BittonASAF BITTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles CoeCHARLES COE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert CordyROBERT CORDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Karilyn CrockettKARILYN CROCKETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Alexandra HastingsALEXANDRA HASTINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Malia LazuMALIA LAZU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Cynthia MalmCYNTHIA MALM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Peter MoroneyPETER MORONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rob PylesROB PYLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Aliza Saivetz-GlasserALIZA SAIVETZ-GLASSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Julie SolzJULIE SOLZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Nancy TaylorNANCY TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kitty WinterKITTY WINTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Nathaniel SheidleyNATHANIEL SHEIDLEY
PRESIDENT & CEO
- Total calculated
- $209,942
- From this org
- $199,500
- From related orgs
- $0
- Other
- $10,442
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $199,500
- Bonus
- $0
- Other
- $0
- Deferred
- $9,975
- Nontaxable benefits
- $467
- Filer's total
- $209,942
-
Anne Freeh EngelANNE FREEH ENGEL
EVP, MUSEUM EXPERIENCE
- Total calculated
- $141,590
- From this org
- $134,403
- From related orgs
- $0
- Other
- $7,187
- Hours/week
- 40
-
Lester WongLESTER WONG
DIRECTOR OF RETAIL
- Total calculated
- $121,595
- From this org
- $111,834
- From related orgs
- $0
- Other
- $9,761
- Hours/week
- 40
-
Lauren SottileLAUREN SOTTILE
ASSOCIATE DIR. OF DEVELOPMENT
- Total calculated
- $129,926
- From this org
- $116,796
- From related orgs
- $0
- Other
- $13,130
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349306608
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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