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Nonprofit · EIN 04-2126592

LOUISA MAY ALCOTTS ORCHARD HOUSE INC

Tax-exempt · CONCORD, MA 01742

Financials

$842K$768K2022$922K$809K2023
Revenue Expenses · by fiscal year end
Financials of LOUISA MAY ALCOTTS ORCHARD HOUSE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990$922,061$809,082$112,979$6,558,084$155,184$6,402,900
December 31, 2022990$841,846$767,904$73,942$6,314,976$177,434$6,137,542
Financial details: 990 for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$266,581
Membership dues
$4,635
Program service revenue
$439,594
Investment income
$55,989
Royalties
$5,350
Net gain from sales of assets
$883
Net income from fundraising events
-$1,353
Net income from sales of inventory
$153,600
Other revenue
$159,897

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$104,049
Other salaries and wages
$283,756
Salaries, compensation and benefits (total)
$482,646
Professional fundraising fees
$0
Legal fees
$6,000
Accounting fees
$39,207
Occupancy
$42,570
Depreciation
$127,723
Program services (functional)
$538,225
Management and general (functional)
$196,275
Fundraising (functional)
$74,582

Balance sheet and other

Total assets, start of year
$6,314,976
Total assets, end of year
$6,558,084
Total liabilities, end of year
$155,184
Net assets, end of year
$6,402,900
Land, buildings and equipment
$3,752,479
Publicly traded securities
$2,070,286
Net assets without donor restrictions
$4,833,279
Net assets with donor restrictions
$1,569,621
Gross receipts
$1,288,166
Employees
40
Volunteers
100
Year formed
1911
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
JANICE TURNQUISTEXECUTIVE DI
Trustee or director
40$104,049
CHARLES CLOUGHDIRECTOR
Trustee or director
1$0
GLORIA CLOUGHDIRECTOR
Trustee or director
1$0
KATHERINE ERSKINEDIRECTOR
Trustee or director
1$0
JOHN BRADY ESQDIRECTOR
Trustee or director
1$0
DENISE HAARTZDIRECTOR
Trustee or director
1$0
ROBERT O'NEIL JRVICE PRESIDE
Trustee or director, Officer
1$0
ELIZABETH NEELEY KUBACKIDIRECTOR
Trustee or director
1$0
JOHN MATTESONDIRECTOR
Trustee or director
1$0
MARYLOU MUIRHEADDIRECTOR
Trustee or director
1$0
CHRISTOPH O'DONNELLPRESIDENT
Trustee or director, Officer
1$0
ANNA WINTER RASMUSSENCLERK
Trustee or director, Officer
1$0
P ERIC ROBBDIRECTOR
Trustee or director
1$0
LOWELL S SMITHTREASURER
Trustee or director, Officer
1$0
ANN WEBSTERDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2022: 15 people
NameTitleHours / weekCompensation
JANICE TURNQUISTEXECUTIVE DI
Trustee or director
40$96,045
CHARLES CLOUGHDIRECTOR
Trustee or director
1$0
GLORIA CLOUGHDIRECTOR
Trustee or director
1$0
KATHERINE ERSKINEDIRECTOR
Trustee or director
1$0
JOHN BRADY ESQDIRECTOR
Trustee or director
1$0
DENISE HAARTZDIRECTOR
Trustee or director
1$0
ROBERT O'NEIL JRVICE PRESIDE
Trustee or director, Officer
1$0
ELIZABETH NEELEY KUBACKIDIRECTOR
Trustee or director
1$0
JOHN MATTESONDIRECTOR
Trustee or director
1$0
MARYLOU MUIRHEADDIRECTOR
Trustee or director
1$0
CHRISTOPH O'DONNELLPRESIDENT
Trustee or director, Officer
1$0
ANNA WINTER RASMUSSENCLERK
Trustee or director, Officer
1$0
P ERIC ROBBDIRECTOR
Trustee or director
1$0
LOWELL S SMITHTREASURER
Trustee or director, Officer
1$0
ANN WEBSTERDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 343, CONCORD, MA 01742-0343
In care of
% JAN TURNQUIST
Principal officer (990 for 2023)
JANICE TURNQUIST, 399 LEXINGTON ROAD, CONCORD, MA 01742
Signed the 990
LOWELL S SMITH, TREASURER
Phone
(978) 369-4118
Return prepared by
KING MCNAMARA MORIARTY LLP

Mission

TO PRESERVE & RESTORE THE ALCOTT FAMILY HOME & PRESENT EDUCATIONAL PROGRAMS TO THE COMMUNITY.

990 for the year ended December 31, 2023

Program accomplishments

  • LOUISA MAY ALCOTT'S ORCHARD HOUSE, INC. (THE "ORGANIZATION") IS A NON- PROFIT CORPORATION ORGANIZED IN MASSACHUSETTS WHOSE DUAL MISSION IS TO PRESERVE ORCHARD HOUSE (C. 1650), THE ALCOTT FAMILY HOME WHERE LOUISA MAY ALCOTT WROTE AND SET LITTLE WOMEN (1868), AS AN HISTORIC SITE AND EDUCATIONAL CENTER. THE ORGANIZATION PARTIALLY FULFILLS ITS MISSION BY CONDUCTING PUBLIC TOURS, EDUCATIONAL PROGRAMS, SPECIAL EXHIBITS AND EVENTS, AND OFFERING MERCHANDISE TO VISITORS THAT DIRECTLY REFLECT THE INTERESTS AND ACTIVITIES OF THE ALCOTT FAMILY AND THE TIME PERIOD OF INTERPRETATION OF THE SITE. IN FURTHER FULFILLMENT OF THE ORGANIZATION'S MISSION, PRESERVATION PROJECT WORK IS UNDERTAKEN ON AN AS-NEEDED BASIS, AND IN CONSULTATION WITH RESPECTED EXPERTS IN RELEVANT FIELDS OF HISTORIC PRESERVATION AND CURATORIAL CONSERVATION, TO THE COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, LETTERS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY.
    Expenses $538,225 · revenue $439,594

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025Not on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-2126592
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1941
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,558,084
Income (IRS master file)
$1,288,166

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2023$922,061$809,082$6,558,084IRS
990December 2022$841,846$767,904$6,314,976IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2126592).

Questions about LOUISA MAY ALCOTTS ORCHARD HOUSE INC

What is the EIN of LOUISA MAY ALCOTTS ORCHARD HOUSE INC?
The employer identification number (EIN) of LOUISA MAY ALCOTTS ORCHARD HOUSE INC is 04-2126592.
Is LOUISA MAY ALCOTTS ORCHARD HOUSE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
Are donations to LOUISA MAY ALCOTTS ORCHARD HOUSE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LOUISA MAY ALCOTTS ORCHARD HOUSE INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LOUISA MAY ALCOTTS ORCHARD HOUSE INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOUISA MAY ALCOTTS ORCHARD HOUSE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2023.
Who is the principal officer of LOUISA MAY ALCOTTS ORCHARD HOUSE INC?
The 990 for the year ended December 31, 2023 names JANICE TURNQUIST.
Who are the officers and directors of LOUISA MAY ALCOTTS ORCHARD HOUSE INC?
The 990 for the year ended December 31, 2023 lists 15 people; 1 received compensation from the organization, the highest $104,049 (JANICE TURNQUIST, EXECUTIVE DI).
How much revenue does LOUISA MAY ALCOTTS ORCHARD HOUSE INC have?
On its 990 for the year ended December 31, 2023 it reported revenue of $922,061, expenses of $809,082 and total assets of $6,558,084 at year end.

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