Skip to content
Nonprofiteer
← NANTUCKET MARIA MITCHELL ASSOC

Form 990 for tax year 2023

Filed by NANTUCKET MARIA MITCHELL ASSOC.

Totals

Total revenue
$2,885,015
Total expenses
$3,288,222
Contributions and grants received
$2,382,117
Grants paid
$0
Program service revenue
$452,536
Investment income
$74,291
Other revenue
-$23,929
Total assets, end of year
$12,568,382
Total liabilities, end of year
$2,795,691
Net assets or fund balances, end of year
$9,772,691
Program services expenses (Part IX)
$1,834,043
Management and general expenses
$759,977
Fundraising expenses
$694,202
Program service expenses (Part III)
$1,834,043

Program services were 55.8% 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.

  • 1b · Membership dues

    $90,100

  • 1c · Fundraising events

    $583,413

  • 1e · Government grants (contributions)

    $174,347

  • 1f · All other contributions, gifts and grants

    $1,534,257

  • 1g · Noncash contributions included above

    $62,110

  • 2a · Program service revenue: CLASSES/LECTURES/ADMI

    total $452,536 · related or exempt $452,536

  • 3 · Investment income

    total $76,221 · excluded $76,221

  • 6a · Gross rents

    real property $73,340

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $73,340

  • 6d · Net rental income or loss

    total $73,340 · excluded $73,340

  • 7a · Gross sales of assets other than inventory

    securities $30,000

  • 7b · Less cost or other basis and sales expenses

    securities $31,930

  • 7c · Gain or loss

    securities -$1,930

  • 7d · Net gain or loss

    total -$1,930 · excluded -$1,930

  • 8a · Fundraising events: gross income

    $127,455

  • 8a · Fundraising events: contributions included on line 1c

    $583,413

  • 8b · Fundraising events: direct expenses

    $274,738

  • 8c · Net income from fundraising events

    total -$147,283 · excluded -$147,283

  • 10a · Gross sales of inventory

    $25,073

  • 10b · Cost of goods sold

    $15,059

  • 10c · Net income from sales of inventory

    total $10,014 · related or exempt $10,014

  • 11a · Other revenue: MITIGATION PAYMENT

    total $40,000 · excluded $40,000

  • 11e · Other revenue, total

    $40,000

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $201,529 · program services $90,686 · management and general $40,307 · fundraising $70,536

  • 7 · Other salaries and wages

    total $1,177,937 · program services $826,364 · management and general $193,378 · fundraising $158,195

  • 8 · Pension plan contributions

    total $24,317 · program services $12,990 · management and general $9,066 · fundraising $2,261

  • 9 · Other employee benefits

    total $113,562 · program services $61,065 · management and general $39,168 · fundraising $13,329

  • 10 · Payroll taxes

    total $115,018 · program services $76,094 · management and general $24,959 · fundraising $13,965

  • 11b · Fees: legal

    total $29,574 · management and general $29,574

  • 11c · Fees: accounting

    total $34,988 · management and general $34,988

  • 11e · Fees: professional fundraising services

    total $167,918 · fundraising $167,918

  • 11f · Fees: investment management

    total $30,000 · management and general $30,000

  • 11g · Fees: other

    total $180,561 · program services $95,106 · management and general $2,525 · fundraising $82,930

  • 12 · Advertising and promotion

    total $105,564 · program services $3,407 · management and general $1,602 · fundraising $100,555

  • 13 · Office expenses

    total $56,960 · program services $16,655 · management and general $10,213 · fundraising $30,092

  • 14 · Information technology

    total $67,876 · program services $33,617 · management and general $14,271 · fundraising $19,988

  • 16 · Occupancy

    total $268,650 · program services $115,311 · management and general $148,245 · fundraising $5,094

  • 17 · Travel

    total $81,104 · program services $40,881 · management and general $34,342 · fundraising $5,881

  • 20 · Interest

    total $68,585 · management and general $68,585

  • 22 · Depreciation, depletion and amortization

    total $230,380 · program services $195,823 · management and general $23,038 · fundraising $11,519

  • 23 · Insurance

    total $134,688 · program services $113,223 · management and general $15,708 · fundraising $5,757

  • 24a · Other expenses: PROGRAM SUBCONTRACTORS

    total $101,720 · program services $101,720

  • 24b · Other expenses: SUPPLIES

    total $43,527 · program services $25,118 · management and general $14,852 · fundraising $3,557

  • 24c · Other expenses: SMALL EQUIPMENT

    total $25,900 · program services $12,990 · management and general $10,285 · fundraising $2,625

  • 24d · Other expenses: MISCELLANEOUS

    total $24,722 · program services $9,851 · management and general $14,871

  • 24e · All other expenses

    total $3,142 · program services $3,142

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $120,953 · end of year $132,843

  • 2 · Savings and temporary cash investments

    beginning of year $777,231 · end of year $407,477

  • 3 · Pledges and grants receivable

    beginning of year $431,400 · end of year $492,497

  • 4 · Accounts receivable

    beginning of year $69,600 · end of year $482

  • 5 · Loans and receivables from officers and key people

    beginning of year $255,000 · end of year $255,000

  • 8 · Inventories for sale or use

    beginning of year $4,600 · end of year $4,600

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,071 · end of year $6,861

  • 10a · Land, buildings and equipment: cost or other basis

    $9,576,677

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,212,043

  • 10c · Land, buildings and equipment, net

    beginning of year $6,194,782 · end of year $6,364,634

  • 11 · Investments: publicly traded securities

    beginning of year $2,414,286 · end of year $2,799,980

  • 15 · Other assets

    beginning of year $1,944,421 · end of year $2,104,008

  • 17 · Accounts payable and accrued expenses

    beginning of year $219,035 · end of year $326,778

  • 19 · Deferred revenue

    beginning of year $560,000 · end of year $520,000

  • 23 · Secured mortgages and notes payable

    beginning of year $1,721,544 · end of year $1,699,786

  • 24 · Unsecured notes and loans payable

    beginning of year $50,000 · end of year $249,127

  • 27 · Net assets without donor restrictions

    beginning of year $5,076,094 · end of year $5,180,020

  • 28 · Net assets with donor restrictions

    beginning of year $4,592,671 · end of year $4,592,671

Mission and programs · 2023

Mission

THE MISSION OF THE ASSOCIATION IS PROMOTION OF THE LEGACY OF MARIA MITCHELL AND EXPLORATION, EDUCATION AND ENJOYMENT OF NANTUCKET'S LAND, WATERS AND SKIES BEYOND. IN FULFILLING THE MISSION THEY RECOGNIZE THE HISTORIC PERSONA OF MARIA MITCHELL, THE FOREMOST AMERICAN WOMAN SCIENTIST AND EDUCATOR OF THE 19TH CENTURY, AND HER POTENTIAL IMPACT ON CONTEMPORARY THOUGHT BY PASSING ON HER LEGACY OF INTELLECTUAL CURIOSITY, RESPECT FOR AND LOVE OF NATURE, LEARNING BY DOING, AND THE IDEAL OF INDIVIDUALISM. THE ASSOCIATION'S CONTRIBUTIONS TO ASTRONOMY, SCIENCE, AND EDUCATION ARE THE BASIS FOR THEIR CONTINUING TRADITION OF HIGH QUALITY RESEARCH AND TEACHING WHICH INSPIRES TODAY'S LEARNERS AND TOMORROW'S SCIENTISTS. THE ASSOCIATION ALSO PROVIDES SCIENTIFIC RESOURCES AND EDUCATIONAL PROGRAMS FOR THE COMMUNITY, USES NANTUCKET ISLAND AS AN EXCEPTIONAL NATURAL LABORATORY IN WHICH TO STUDY SCIENCE AND THE ENVIRONMENT, AND MAINTAINS RESEARCH AND/OR REPRESENTATIVE COLLECTIONS OF NANTUCKET'S BIODIVERSITY.

Activities or mission (Part I)

THE NANTUCKET MARIA MITCHELL ASSOCIATION WAS FORMED FOR THE PURPOSE OF RESEARCH AND EDUCATION IN ASTRONOMY AND THE NATURAL SCIENCES.

  • THE ASSOCATION CONDUCTS PROGRAMS OF RESEARCH AND EDUCATION IN ASTRONOMY AND THE NATURAL SCIENCES. FOR THESE PURPOSES IT MAINTAINS TWO OBSERVATORIES, A LIBRARY, AN AQUARIUM & EXHIBIT AND THE MARIA MITCHELL BIRTHPLACE MUSEUM.

    Expenses $1,834,043 · Revenue $462,550

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sara Ward

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Helene Weld

    FIRST V.P.

    Total calculated
    $0
    Hours/week
    2

  • John Wise

    SECOND V.P.

    Total calculated
    $0
    Hours/week
    2

  • Curt Burwell

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Karen Ketterer

    ASST. TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Joseph E Santucci

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Richard Bard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Margaret Falk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tanya Forman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Georgantas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christopher Griffiths

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Holt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Toni McKerrow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Molly Paiement

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mary Archibald Poor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Justin Shaeffer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Biran Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Richard Wolfe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Judy MacLeod

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joanna Roche

    EXECUTIVE DIRECTOR

    Total calculated
    $220,202
    From this org
    $201,530
    From related orgs
    $0
    Other
    $18,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,290
    Bonus
    $22,240
    Other
    $0
    Deferred
    $4,942
    Nontaxable benefits
    $13,730
    Filer's total
    $220,202

  • Katharine Robinson Grieder

    FINANCE DIRECTOR

    Total calculated
    $106,564
    From this org
    $92,441
    From related orgs
    $0
    Other
    $14,123
    Hours/week
    40

  • Jascin Leonardo Finger

    DEPUTY DIRECTOR

    Total calculated
    $105,922
    From this org
    $102,524
    From related orgs
    $0
    Other
    $3,398
    Hours/week
    40

  • Regina Jorgenson

    ASTRONOMY DIRECTOR

    Total calculated
    $144,796
    From this org
    $129,909
    From related orgs
    $0
    Other
    $14,887
    Hours/week
    40

  • Jonelle Gurley

    DIR. OF SCIENCE

    Total calculated
    $119,602
    From this org
    $102,982
    From related orgs
    $0
    Other
    $16,620
    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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION IS DETERMINED BY THE BOARD BY REFERRING TO SALARY INFORMATION FOR OTHER NON-PROFITS ON THE ISLAND.

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
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349313545

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.