2024-05-14T14:08:57-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2022-07-01 042262880 HISTORIC DEERFIELD INC HIST 4137745581 PO BOX 321 DEERFIELD MA 01342 LAURA SMIAROWSKI CFO 4137745581 2024-05-14 1 LAURA SMIAROWSKI XXX-XX-XXXX 0 JOHN TOSCANO P00358542 8605614000 2024-05-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN DAVIS PO BOX 321 DEERFIELD MA 01342 17095334 0 X WWW.HISTORIC-DEERFIELD.ORG/ X 1952 MA HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORATIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE UNDERSTANDING OF THEMSELVES, THEIR COMMUNITIES, AND THE WORLD. 25 24 232 134 445998 0 2468855 3576418 3107418 3689532 4355046 1414065 208106 200458 10139425 8880473 5053 5820 0 0 4287955 4900583 0 0 349102 3781885 4204055 8074893 9110458 2064532 -229985 68326078 72346362 3295997 2335179 65030081 70011183 X HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORATIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE COLLECTIONS IN THOSE BUILDINGS. THE GOAL OF HISTORIC DEERFIELD IS TO PROVIDE THE TRAVELING PUBLIC, STUDENTS AND FAMILIES WITH A DAY-LONG EXPERIENCE IN A PLACE DEFINED BY AUTHENTICITY, HUMAN SCALE, PROFOUND HISTORIC PRESERVATION AND BEAUTY THAT DELIVERS AN UNDERSTANDING OF EARLY NEW ENGLAND LIFE WITH A MEMORABLE RECREATIONAL EVENT OF THE BEST POSSIBLE KIND. 0 0 2091608 3200 216837 HISTORIC DEERFIELD IS A UNIQUE MUSEUM WHICH MAINTAINS 55 BUILDINGS (12 OF WHICH ARE OPEN TO THE PUBLIC) AND FOCUSES ON THE SIGNIFICANCE OF SMALL-TOWN AMERICA TO OUR NATIONAL CULTURE. HISTORIC DEERFIELD OFFERS A BROAD RANGE OF PROGRAMMING RELATED TO THE CORE AREAS OF ITS MISSION: HISTORIC PRESERVATION, MATERIAL CULTURE STUDIES, AND NATURAL HISTORY. THE MUSEUM OFFERS A WIDE RANGE OF PUBLIC PROGRAMMING INCLUDING SUMMER EVENING STROLLS (WALKING TOURS) THAT HIGHLIGHT DEERFIELD ARCHITECTURE, BURYING GROUNDS, AND HISTORY. IN ADDITION, LECTURES ARE GIVEN ON A VARIETY OF HISTORICALLY RELEVANT TOPICS. IN ADDITION TO PUBLIC PROGRAMS, HISTORIC DEERFIELD ALSO OFFERS NUMEROUS DEMONSTRATIONS OF HISTORIC TRADES SUCH AS BROOM MAKING, COOPERING, FURNITURE MAKING, AND ARCHITECTURAL WOODWORKING. THIS PAST YEAR, THE MUSEUM ADDED 158 OBJECTS TO THE COLLECTION OF APPROXIMATELY 32,000 ARTIFACTS AND WELCOMED OVER 12,000 VISITORS AND APPROXIMATELY 2,200 PROGRAM PARTICIPANTS. 985047 2620 20 HISTORIC DEERFIELD'S PUBLIC HISTORIAN DEVELOPS AND OVERSEES THE ANNUAL LECTURE SERIES IN HISTORY AND COLLABORATES TO CREATE PROGRAMS FOR GENERAL AND ACADEMIC AUDIENCES. ACADEMIC PROGRAMS FOCUS ON THE INTERDISCIPLINARY USE OF HISTORY AND RELATED FIELDS WITH A COMMITMENT TO INCREASING ATTENDANCE, EXPANDING MUSEUM AUDIENCES, AND FOSTERING HISTORIC DEERFIELD'S AFFILIATION WITH FIVE COLLEGES, INC. AS WELL AS OTHER COLLEGE FACULTY MEMBERS AND MUSEUM STAFF AT OTHER INSTITUTIONS. THE PUBLIC HISTORIAN TEACHES A COURSE IN MATERIAL CULTURE FOR UNDERGRADUATE AND GRADUATE STUDENTS IN THE FIVE COLLEGES OFFERED THROUGH SMITH COLLEGE AND DIRECTS HISTORIC DEERFIELD'S SUMMER FELLOWSHIP PROGRAM. THE SUMMER FELLOWSHIP PROGRAM WAS ESTABLISHED IN 1956. THIS NINE-WEEK RESIDENTIAL PROGRAM IS DESIGNED FOR UNDERGRADUATE STUDENTS, RISING SENIORS, AND GRADUATING SENIORS. SEVEN FELLOWS COMPLETED THE PROGRAM THIS FISCAL YEAR AND OVER 460 HAVE COMPLETED THE PROGRAM SINCE ITS INCEPTION. APPROXIMATELY 75% OF SUMMER FELLOWS PURSUE CAREERS IN THE MUSEUM OR MATERIAL CULTURE FIELDS. THE LIBRARY ADDED 180 ITEMS TO ITS COLLECTION OF OVER 25,000 ITEMS DURING FISCAL YEAR 2023. 3836025 3361199 THE DEERFIELD INN WAS PURCHASED IN 1945 BY HENRY AND HELEN GEIER FLYNT, THE FOUNDERS OF WHAT IS NOW KNOWN AS HISTORIC DEERFIELD, INC. THEY ENVISIONED HISTORIC DEERFIELD AS A QUINTESSENTIAL RURAL NEW ENGLAND VILLAGE WITH AUTHENTIC HISTORIC BUILDINGS DATING BACK TO 1714. HISTORIC DEERFIELD IS A DESTINATION; IT IS MORE THAN SIMPLY TOURING A HOUSE OR ATTENDING A LECTURE. RATHER, IT IS AN EXPERIENCE THAT ENCOMPASSES WALKS ALONG OLD MAIN STREET, RECREATION, LEARNING, MEALS, AND PERHAPS AN OVERNIGHT STAY. IN ADDITION TO THE STORIES, WE TELL OF THE PEOPLE WHO LIVED HERE, A RANGE OF OTHER EDUCATIONAL OPPORTUNITIES EXISTS AS EDUCATION HAS ALWAYS BEEN AND REMAINS A STRONG COMPONENT OF HISTORIC DEERFIELD'S MISSION. THE DEERFIELD INN SUPPORTS THESE MUSEUM ACTIVITIES AS IT CATERS FOR EVENTS AND MEALS, HOUSES AND FEEDS SPEAKERS, PROGRAM PARTICIPANTS, AND VISITORS. IT IS ALSO AN IMPORTANT BACKDROP FOR DEVELOPMENT ACTIVITIES. THIS PAST YEAR, THE INN WELCOMED OVER 5,100 GUESTS AND CHAMPNEYS RESTAURANT SERVED OVER 48,000 GUESTS. 6912680 1 1 0 0 0 0 1 1 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 65 0 1 232 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X LAURA SMIAROWSKI 4137745581 PO BOX 321 DEERFIELD MA 01342 JOHN H DAVIS CEO/PRESIDENT 40.00 X 229070 0 65371 LAURA SMIAROWSKI CFO & ASST. TREASURER 40.00 X 98204 0 29216 BETSY MCKEE ASSISTANT SECRETARY 24.00 X 18918 0 0 ANNE DIGAN LANNING SENIOR VICE PRESDENT 40.00 X 129356 0 15093 LAURIE MCDONALD INNKEEPER 40.00 X 100982 0 22899 JOSEPH GROMACKI CHAIRMAN 2.00 X X 0 0 0 ANNE GROVES VICE CHAIRMAN 2.00 X X 0 0 0 FRASER B BEEDE TREASURER 2.00 X X 0 0 0 LYNDA MCCURDY HOTRA SECRETARY 2.00 X X 0 0 0 LYNN H BALL TRUSTEE 2.00 X 0 0 0 NANCY J BARNARD TRUSTEE 2.00 X 0 0 0 ANTHONY BERNER TRUSTEE 2.00 X 0 0 0 LAWRENCE C CALDWELL TRUSTEE 2.00 X 0 0 0 COURNEY MARSH CHAPIN TRUSTEE 2.00 X 0 0 0 DEBORAH DEARBORN TRUSTEE 2.00 X 0 0 0 TANIA G EVANS OUTGOING TRUSTEE 2.00 X 0 0 0 SUZANNE L FLYNT TRUSTEE 2.00 X 0 0 0 WESLEY C FREDERICKS TRUSTEE 2.00 X 0 0 0 J RITCHIE GARRISON TRUSTEE 2.00 X 0 0 0 HEIDI HOLLOMON TRUSTEE 2.00 X 0 0 0 BARBARA A JAMES TRUSTEE 2.00 X 0 0 0 ELISE LANGAN TRUSTEE 2.00 X 0 0 0 ANN W LORD TRUSTEE 2.00 X 0 0 0 LISA MCCARTHY TRUSTEE 2.00 X 0 0 0 JAMES D MELTZER TRUSTEE 2.00 X 0 0 0 GERALD C MINGIN TRUSTEE 2.00 X 0 0 0 LINDSAY W ORMSBY TRUSTEE 2.00 X 0 0 0 PAUL C PETERS TRUSTEE 2.00 X 0 0 0 CHARLES D SCHEWE OUTGOING TRUSTEE 2.00 X 0 0 0 ELLEN M SNYDER-GRENIER TRUSTEE 2.00 X 0 0 0 SARAH E THOMAS TRUSTEE 2.00 X 0 0 0 WILLIAM P VEILLETTE TRUSTEE 2.00 X 0 0 0 576530 0 132579 3 0 1 0 HOGAN TECHNOLOGY INC 81 EAST STREET EASTHAMPTON MA 01027 INFORMATION TECHNOLOGY SERVICES 200245 OVERIT MEDIA INC 435 NEW SCOTLAND AVENUE ALBANY NY 122082726 MARKETING CONSULTANT 143738 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 191829709 AUDIT/TAX SERVICES 115730 TEAGNO CONSTRUCTION INC 228 TRIANGLE STREET AMHERST MA 01002 CONSTRUCTION SERVICES 101221 4 210469 836742 2529207 25242 3576418 DEERFIELD INN 721110 3562289 3361199 201090 MUSEUM ADMISSION 900099 127223 127223 ACADEMIC AND FELLOWSHIP INCOME 900099 20 20 3689532 1750833 244908 1505925 284647 173803 110844 110844 110844 7615033 7951022 779 -335989 -779 -336768 -336768 177829 89257 88572 88572 OTHER INCOME 900099 1042 1042 1042 8880473 3578056 445998 1280001 3200 3200 2620 2620 439080 69181 369899 3704496 2982797 517913 203786 58365 55740 128 2497 292326 248570 26341 17415 406316 341171 48663 16482 14265 14265 77687 77687 209237 209237 642413 454147 172040 16226 257746 229921 27648 177 370302 289141 56405 24756 186483 56387 91251 38845 416355 399694 16661 73328 43768 19929 9631 52612 12404 26728 13480 98855 98855 583982 528121 54760 1101 174112 155786 18326 DEERFIELD INN COGS 724988 724988 PROCESSING AND OTHER EX 188364 182155 1940 4269 CONSERVATION 65804 65804 EQUIPMENT RENTAL & MAIN 38624 38624 28898 28461 437 9110458 6912680 1848676 349102 229111 530812 1267486 615936 17810 31267 219416 240371 112334 50642 27344034 14418226 13190465 12925808 44700737 48189621 8266111 9598741 322608 163164 68326078 72346362 1053162 1069937 54995 54870 1062704 963273 247099 1125136 0 3295997 2335179 X 30228534 31942619 34801547 38068564 65030081 70011183 68326078 72346362 X -229985 4579855 631232 X X 0 1 X 1 0 X 1916178 1724856 3111508 2468855 3576418 12797815 2656268 1950113 1672285 3112099 3667313 13058078 4572446 3674969 4783793 5580954 7243731 25855893 0 0 0 25855893 1829540 2255285 3094741 3244743 1790572 12214881 1829540 2255285 3094741 3244743 1790572 12214881 192130 204463 445998 842591 6740 6740 6594116 5930254 7878534 9036900 9480301 38920105 0.66430 0.65360 0.31380 0.34180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 6,740. FORM 990, SCHEDULE A, PART III: CERTAIN PREVIOUSLY REPORTED AMOUNTS FOR 2018-2021 HAVE BEEN UPDATED TO BE MORE ACCURATELY REPORTED WITH THE FILING OF THE 2022 RETURN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 7 116.00 5 1 1 5.00 X X X X X EDUCATIONAL PROGRAMS 0 48963303 150609 5473035 2350097 52236850 57166679 427991 -5891780 2739587 48963303 44119367 757236 15221869 2931793 57166679 48548132 193957 -1093681 3529041 44119367 49556690 2783194 1925136 5716888 48548132 0.39659 0.60341 0.00000 0 0 533562 533562 22167677 10625540 11542137 3158856 2579886 578970 1483939 1212800 271139 12925808 PRIVATE EQUITIES 9598741 F 9598741 14145383 4579855 631232 5211087 8934296 209237 -263060 -53823 8880473 9164281 263060 263060 8901221 209237 209237 9110458 PART II, LINE 9: ALL SEVEN OF THE CONSERVATION EASEMENTS HELD BY THE ORGANIZATION WERE ACQUIRED PRIOR TO 2006. THE VALUE OF CONSERVATION EASEMENTS IS INCLUDED IN THE BALANCE SHEET. EXPENSES ASSOCIATED WITH MONITORING, INSPECTING, HANDING OF VIOLATIONS, AND ENFORCING CONVERSATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCURRED ON THE ORGANIZATION'S STATEMENT OF ACTIVITIES. PART III, LINE 4: IN ACCORDANCE WITH THE PRACTICE USUALLY FOLLOWED BY MUSEUMS, THE ORGANIZATION DOES NOT CARRY ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION. SINCE ITEMS ACQUIRED FOR COLLECTIONS BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS IS REPORTED AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS THAT ARE NOT ADDED TO THE COLLECTION ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENT OF FINANCIAL POSITION AT THEIR FAIR VALUES AT THE DATE OF THE GIFT. PART V, LINE 4: THE INTENT OF THE ENDOWMENT IS TO PROVIDE A REASONABLY PREDICTABLE STREAM OF INCOME THAT WILL BE USED TO SUPPORT THE MUSEUM'S OPERATING BUDGET. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES -27,399. CHANGE IN VALUE OF TRUST 107,244. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS 551,387. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOOD SOLD -89,257. RENTAL EXPENSES -173,803. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 89,257. RENTAL EXPENSES 173,803. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 5684000 0 0 0 0 0 0 5684000 0 5684000 1 0 0 0 1 0 PART III ACCOUNTING METHOD: FORM 990, SCHEDULE F, PART I, LINE 3 THE INVESTMENTS REPORTED IN PART I ARE PART OF THE ORGANIZATION'S ENDOWMENT PORTFOLIO. X 1 1 X 0 0 0 0 0 0 0 1 0 JOHN H DAVIS CEO/PRESIDENT 229070 0 0 0 0 0 28500 0 36871 0 294441 0 0 0 PART I, LINE 1A THE CHIEF EXECUTIVE OFFICER RESIDES ON THE ORGANIZATION'S PREMISES FOR THE CONVENIENCE OF THE ORGANIZATION. PART I, LINE 1B HOUSING IS PROVIDED AT THE CONVENIENCE OF THE EMPLOYER, THEREFORE NOT REPORTABLE INCOME. PART I, LINE 3 THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. COMPARABLE COMPENSATION DATA INFORMS THIS DECISION IN ADDITION TO CONSIDERATION OF RELEVANT EDUCATION AND EXPERIENCE. THE CEO ESTABLISHES THE COMPENSATION FOR OTHER KEY EMPLOYEES WITHIN THE ORGANIZATION USING SIMILAR CRITERIA. PART I, LINE 7 DISCRETIONARY BONUSES WERE PAID TO THE ORGANIZATION'S SENIOR VICE PRESIDENT AND THE INNKEEPER, AS APPROVED BY THE EXECUTIVE DIRECTOR. X 144 X 7 25242 FAIR VALUE X 3 X 1 2 0 0 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN PART I BOLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES TO WHICH THE GOVERNING BODY HAS DELEGATED BROAD AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD REVIEWS AND APPROVES THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE TRUSTEES ARE RESPONSIBLE FOR MONITORING THE COMPLETENESS AND ACCURACY OF SUCH DISCLOSURE STATEMENTS. IF CONFLICTS ARE IDENTIFIED, THE BOARD OF TRUSTEES ARE REQUIRED TO ANALYZE SUCH POTENTIAL CONFLICTS AND TAKE APPROPRIATE STEPS TO REMEDY IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. COMPARABLE COMPENSATION DATA INFORMS THIS DECISION IN ADDITION TO CONSIDERATION OF RELEVANT EDUCATION AND EXPERIENCE. THE CHIEF EXECUTIVE OFFICER ESTABLISHES THE COMPENSATION FOR OTHER KEY EMPLOYEES WITHIN THE ORGANIZATION USING SIMILAR CRITERIA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 HISTORIC DEERFIELD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PLEDGES -27,399. CHANGE IN VALUE OF TRUST 107,244. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS 551,387. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.