2023-11-14T16:03:20-06:00 2022-12-31 042894876 RYAN & COSCIA PC 256 ESSEX STREET SALEM MA 01970 990 2022-01-01 046003248 MARBLEHEAD MUSEUM & HISTORICAL SOCIETY INC MARB 7816311768 170 WASHINGTON STREET MARBLEHEAD MA 01945 MAURA K PHELAN PRESIDENT 7816311768 2023-11-13 0 MAURA PHELAN 999009999 1 BARRY E COSCIA CPA P01261537 9787441760 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAURA K PHELAN 170 WASHINGTON STREET MARBLEHEAD MA 01945 1069973 0 X MARBLEHEADMUSEUM.ORG X 1902 MA THE MARBLEHEAD MUSEUM'S MISSON IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. 12 12 7 75 0 0 349452 441453 29525 11722 195404 259693 50932 62002 625313 774870 0 0 0 0 132628 130322 0 0 44338 165811 163846 298439 294168 326874 480702 2846956 2840399 143739 34893 2703217 2805506 X THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. 0 0 184222 24331 THE MARBLEHEAD MUSEUM ACHIEVES ITS MISSION TO PRESERVE, PROTECT ANDPROMOTE THE UNIQUE HISTORY OF MARBLEHEAD THROUGH A VARIETY OF PROGRAMSAND INITIATIVES FOR CHILDREN AND ADULTS. THE MUSEUM AND THE LEE MANSIONARE OPEN TUESDAY THROUGH SATURDAY FROM JUNE THROUGH OCTOBER. THE MUSEUMREMAINS OPEN YEAR ROUND, WHILE THE LEE MANSION IS SEASONAL.ADMISSION TO THE LEE MANSION IS $10 PER PERSON. APPROXIMATELY 6000PEOPLE VISIT THE MANSION ANNUALLY. THE MUSEUM DOES NOT CHARGEADMISSION, AND THE CHANGING EXHIBIT AND THE FROST GALLERY ARE OPEN TOVISITORS. THE STAFF IS ALSO AVAILABLE TO HELP WITH RESEARCH QUESTIONS.THE MUSEUM'S THIRD PROPERTY, THE CIVIL WAR AND G.A.R. MUSEUM, IS OPENON SATURDAYS IN SPRING, SUMMER AND FALL, WITH NO ADMISSION CHARGE.CHILDREN'S PROGRAMMING INCLUDES AFTER SCHOOL WORKSHOPS, GUIDED TOURS AND ACTIVITIES AT THE LEE MANSION AND THE FROST GALLERY, STAFF VISITS TO CLASSROOMS AND INTERN PROJECTS FOR HIGH SCHOOL AND COLLEGE STUDENTS.ALL CHILDREN'S PROGRAMMING IS FREE. APPROXIMATELY 1000 STUDENTS, FROM3RD TO 8TH GRADES OF MARBLEHEAD PUBLIC SCHOOLS VISIT ANNUALLY. ANAVERAGE OF 4 TO 6 STUDENTS FROM LOCAL HIGH SCHOOLS AND COLLEGES WORKONE ON ONE WITH STAFF THROUGHOUT THE YEAR AS INTERNS.PROGRAMMING FOR ADULTS FOCUSES ON THE SPRING AND FALL LECTURE SERIES, SPONSORED BY MARBLE HARBOR INVESTMENT COUNSEL, A TOTAL OF 10-12 LECTURES ARE OFFERED EACH YEAR. ALSO, WALKING TOURS OF HISTORIC MARBLEHEAD TAKE PLACE DURING THE SUMMER AND FALL, DAYTIME LECTURE SERIES, KNOWN AS BROWN BAG LUNCHES, ARE OFFERED AT NO CHARGE. THE MUSEUM HAS OVER 60,000 CATALOGUED OBJECTS, ARTIFACTS AND PERSONAL PAPERS IN ITS COLLECTION, MOST OF THE FURNITURE, PAINTINGS AND DECORATIVE ARTS ARE ON DISPLAY IN THE LEE MANSION. A PORTION OF THE MUSEUM'S COLLECTION IS AVAILABLE ONLINE THROUGH THE MUSEUM'S WEBSITE, MARBLEHEADMUSEUM.ORG. THE MUSEUM'S CURATOR WORKS WITH RESEARCHERS BOTH IN PERSON AND THROUGH EMAIL AND TELEPHONE REQUESTS. PURCHASES FOR THE MUSEUM COLLECTION ARE LIMITED. THE MARBLEHEAD MUSEUM OFFERS CHANGING EXHIBITS, USUALLY TWO TO THREE EACH YEAR, IN THE MUSEUM'S CHANGING EXHIBIT GALLERY. IN 2022, THE MUSEUM INSTALLED AN EXHIBIT OF THE VICTORIAN PHOTOGRAPHY OF FRED LITCHMAN. OTHER PROGRAMS INCLUDED LECTURES AND WALKING TOURS. 184222 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 0 1 0 0 MA X LAUREN MCCORMACK 7816311768 170 WASHINGTON STREET MARBLEHEAD MA 01945 MAURA K PHELAN PRESIDENT/DIRECTOR 2.00 X X 0 0 0 PATTY PEDERSON V.P./DIRECTOR 2.00 X X 0 0 0 KIMBERLY DOWNING SECRETARY/DIRECTOR 2.00 X X 0 0 0 PATRICIA LAUSIER TREASURER/DIRECTOR 2.00 X X 0 0 0 BONNIE BUCKLEY DIRECTOR 2.00 X 0 0 0 CHRISTOPHER COUGHLAN DIRECTOR 2.00 X 0 0 0 PATTI D BAKER DIRECTOR (APRIL ON) 2.00 X 0 0 0 RICHARD CUZNER DIRECTOR 2.00 X 0 0 0 HAROLD KOKINOS DIRECTOR 2.00 X 0 0 0 FAXON MICHAUD DIRECTOR 2.00 X 0 0 0 ELIZABETH MOORE DIRECTOR 2.00 X 0 0 0 ANDREW PEACH DIRECTOR 2.00 X 0 0 0 KAREN ROSENBERG DIRECTOR 2.00 X 0 0 0 LAUREN MCCORMACK EXECUTIVE DIRECTOR 37.50 X 54880 0 0 54880 0 0 0 0 0 0 0 22665 418788 441453 ADMISSIONS 900099 11722 11722 11722 293536 293536 6890 0 6890 6890 6890 214470 248313 -33843 -33843 -33843 95718 46325 49393 49393 6184 465 5719 5719 774870 24331 0 309086 120856 64200 28991 27665 9466 5028 2271 2167 275 275 12375 972 11403 2258 555 1703 30032 13138 9329 7565 39563 35762 2048 1753 276 276 27362 19175 4602 3585 36140 32667 1870 1603 MUSEUM COLLECTION & EXH 9244 9244 AWARDS AND GRANTS 3481 3481 BANK AND CREDIT CARD FE 2840 2840 294168 184222 65608 44338 68138 92036 159452 199729 300 300 9185 2925 11709 11579 1479597 331466 1080834 1148131 1516921 1385699 417 0 2846956 2840399 43739 34893 100000 0 143739 34893 X 2703217 2805506 2703217 2805506 2846956 2840399 480702 -378413 0 X 1 X 0 0 0 X 388297 204822 108664 318337 418788 1438908 52756 54760 65679 103928 120514 397637 441053 259582 174343 422265 539302 1836545 28150 28150 0 28150 28150 1808395 45797 48081 143136 195404 120514 552932 45797 48081 143136 195404 120514 552932 486850 307663 317479 617669 659816 2389477 0.75680 0.74330 0.23140 0.23660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1685683 -118721 170958 1396004 1865316 218628 397660 601 1685683 1731315 128644 -6042 685 1865316 1498384 57067 275479 99196 419 1731315 1374203 371673 -79428 167879 185 1498384 0.84830 0.00000 0.15170 0 0 66715 66715 1156937 293229 863708 239188 21480 217708 16757 16757 0 1148131 PART III, LINE 1A: THE MUSEUM MAINTAINS A COLLECTION OF HISTORIC ARTIFACTS FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE AND NOT FOR FINANCIAL GAIN. THE COLLECTION IS DEEMED INEXHAUSTIBLE. THE MUSEUM EXPENSES ITEMS OBTAINED FOR ITS COLLECTIONS. IN THE RARE EVENT OF A SALE OF DEACCESSIONED ARTIFACTS, THE PROCEEDS ARE USED EXCLUSIVELY TO ACQUIRE OTHER ARTIFACTS FOR THE COLLECTION. PART III, LINE 4: THE MARBLEHEAD MUSEUM PRESERVES, PROTECTS, AND PROMOTES MARBLEHEAD'S PAST AS A MEAN OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATIONAL RESOURCES FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD FOR THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2022 DONOR RESTRICTED FUNDING FOR PROGRAMS $ 193,806 BOARD DESIGNATED-LONG-TERM GROWTH AND SUSTAINABILITY $ 1,202,198 $ 1,396,004 SEPTEMBER SOIREE 58233 58233 8726 TAG AND TREASURE SALE 16999 16999 631 7 20486 20486 36968 95718 95718 46325 46325 49393 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS DUES PAYING MEMBERS. THIS IS THE ONLY CLASS OF MEMBERSHIP AND THEY HAVE THE POWER TO ELECT TO ELECT THE OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE THE POWER TO VOTE ON THE NEW SLATE OF OFFICERS ELECTED AT ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT KEEP MINUTES OF ITS COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND TREASURER REVIEWS A DRAFT OF THE FORM 990 AS PREPARED BY INDEPENDENT TAX PROFESSIONALS AND DISCUSSES ANY QUESTIONS/ISSUES WITH THE TAX PROFESSIONALS. ONCE THE EXECUTIVE DIRECTOR AND TREASURER ACCEPTS THE DRAFT, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE FORM ANNUALLY. IF A CONFLICT ARISES DURING THE YEAR, THEY ARE REQUIRED TO DISCLOSE IT IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY EXECUTIVE BOARD OFFICERS WHO ALSO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE MUSEUM.