2023-11-15T14:03:58-06:00 2022-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-01-01 331058583 LONGHOUSE RESERVE LONG 6313293568 133 HANDS CREEK ROAD EAST HAMPTON NY 11937 MARK LEVINE TREASURER 6313293568 2023-11-14 1 MARK LEVINE 999009999 0 FREDERICK MARTENS P00298107 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z D BENSON N GILLMAN 133 HANDS CREEK ROAD EAST HAMPTON NY 11937 6389073 0 X WWW.LONGHOUSE.ORG X 2002 NY LONGHOUSE RESERVE INSPIRES LIVING WITH ART IN ALL FORMS. FOUNDED BY JACK LENOR LARSEN, ITS COLLECTIONS, GARDENS, ART AND PROGRAMS REFLECT WORLD CULTURES. 14 14 15 24 0 0 5958693 2200671 237462 229202 55464 -14132 149723 420906 6401342 2836647 11000 0 0 0 1270906 995891 0 126200 502738 1484988 1783335 2766894 2905426 3634448 -68779 11221489 10541851 548058 522410 10673431 10019441 X LONGHOUSE RESERVE INSPIRES LIVING WITH ART IN ALL FORMS. FOUNDED BY JACK LENOR LARSEN, ITS COLLECTIONS, GARDENS, ART AND PROGRAMS REFLECT WORLD CULTURES. 0 0 1584231 304212 IN 2022, LONGHOUSE RESERVE WAS OPEN TO THE PUBLIC FROM APRIL TO DECEMBER AND OTHERWISE BY APPOINTMENT. ANNUAL ATTENDANCE WAS APPROXIMATELY 17,000, INCLUDING SCHOOL GROUPS, GARDEN TOURS AND SPECIAL PROGRAMS. THE SEASON'S FEATURED NEW LOANS TO THE ART IN THE GARDEN PROGRAM, INCLUDING SCULPTURE BY CHENG SUNG FENG, BYOON CHOI, ALEXANDER POLSIN, STEVEN AND WILLIAM LADD, AND MOKO FUKUYAMA. LONGHOUSE HELD REGULAR ART AND GARDEN TOURS. OTHER PUBLIC PROGRAMS IN 2022 INCLUDED THE STUDENT ANNUAL XV, JACK'S BIRTHDAY CONCERT BY LLEWELLYN SANCHEZ WERNER, OPERA AL FRESCO WITH EVE QUELER, NATIONAL PUBLIC GARDENS DAY, FAMILY DAY, ARBOR DAY, AND A WEEKLY PROGRAM OF ARTIST TALKS, AUTHOR TALKS, AND WORKSHOPS. EDUCATION PROGRAMS INCLUDED DOCENT-LED SCHOOL TOURS, CURRICULAR GUIDES, FAMILY ACTIVITY GUIDES AND SUMMER INTERNSHIPS FOR COLLEGE STUDENTS. IN ADDITION, 2022 WAS A TRANSITIONAL YEAR FOR THE ORGANIZATION WITH NEW BOARD MEMBERS AND STAFF MEMBERS JOINING, AN ENGINEERING STUDY OF THE HOUSE AND OTHER BUILDINGS, INCLUDING SURVEYS OF THE GARDEN AND GROUNDS, INCLUDING PARKING. 1584231 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 84 0 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 NY X THE ORGANIZATION 6313293568 133 HANDS CREEK ROAD EAST HAMPTON NY 11937 DIANNE BENSON CO-PRESIDENT 15.00 X X 0 0 0 NINA GILLMAN CO-PRESIDENT 15.00 X X 0 0 0 DR DERICK GEORGE VICE PRESIDENT 5.00 X X 0 0 0 DEBORAH NEVINS VICE PRESIDENT 5.00 X X 0 0 0 MARK LEVINE TREASURER 5.00 X X 0 0 0 JAMES ZAJAC SECRETARY 5.00 X X 0 0 0 AHMED AKKAD TRUSTEE 1.00 X 0 0 0 EMMA CLURMAN TRUSTEE 1.00 X 0 0 0 SHERRI DONGHIA TRUSTEE 1.00 X 0 0 0 ANNE ERNI TRUSTEE 1.00 X 0 0 0 AYSE KENMORE TRUSTEE 1.00 X 0 0 0 ALEXANDRA MUNROE TRUSTEE 1.00 X 0 0 0 PETER H OLSEN TRUSTEE 1.00 X 0 0 0 SUZANNE SLESIN TRUSTEE 1.00 X 0 0 0 LINDA WILLETT TRUSTEE 1.00 X 0 0 0 CARRIE BARRATT DIRECTOR 40.00 X 304500 0 0 BONIFACIO ROJAS GROUNDS & BUILDING MANAGER 40.00 X 102993 0 14721 MATKO TOMICIC EXECUTIVE DIRECTOR (TO SEP 2021) 0.00 X 201925 0 0 609418 0 14721 3 1 1 0 LEE H SKOLNICK ARCHITECTUR DESIGN PAR 75 BROAD STREET SUITE 2700 NEW YORK NY 10004 ACHITECTURAL AND DESIGN SERVICES 349152 YOUR PART TIME CONTROLLER LLC 1333 BROADWAY SUITE 720 NEW YORK NY 10018 ACCOUNTING AND FINANCIAL CONSULTING 166038 MADY J SCHUMAN 20 5TH AVENUE APT 13B NEW YORK NY 10011 CHIEF DEVELOPMENT OFFICER 124600 POLSINELLI PC 900 W 48TH PLACE SUITE 900 KANSAS CITY MO 64112 LEGAL SERVICES 107101 4 101746 325806 50000 1723119 1427716 2200671 ADMISSIONS AND TOURS 713990 226397 226397 GROUP TOURS 713990 2805 2805 229202 83992 83992 188350 0 188350 188350 188350 3170697 3268821 -98124 -98124 -98124 212383 325806 212383 0 146232 71222 75010 75010 INSURANCE PROCEEDS 900099 155072 155072 OTHER INCOME 900099 2474 2474 157546 2836647 304212 0 331764 304500 101500 101500 101500 564327 473990 65714 24623 11633 10217 752 664 72285 65942 3463 2880 43146 37895 2789 2462 349670 6286 343384 169013 7693 160893 427 126200 126200 22802 22802 231373 190003 18721 22649 5227 3977 1250 81888 61602 14321 5965 78501 78501 13623 12221 872 530 2293 2293 108933 33769 47931 27233 117510 90392 27118 GROUNDS MAINTENANCE 223053 223053 INDIRECT BENEFIT EXPENS 162014 162014 DEVELOPMENT AND MEMBER 64204 53673 481 10050 PROGRAM INSTALLATION 62638 62638 90593 70879 4173 15541 2905426 1584231 818457 502738 90108 148641 1655509 475079 233022 20830 25642 41712 73505 354127 6945426 1014947 6030026 5930479 3113677 3015339 0 555644 11221489 10541851 344006 304477 44108 69282 159944 148651 548058 522410 X 8005627 6865374 2667804 3154067 10673431 10019441 11221489 10541851 -68779 -585211 0 X 0 1 X 1 0 X 1657135 75815 1580940 5958693 2200671 11473254 1657135 75815 1580940 5958693 2200671 11473254 3872084 7601170 29280 152 43323 82303 83992 239050 157546 157546 11869850 1390813 0.64040 0.63050 X PART II COLUMN (B) THE ORGANIZATION CHANGED ITS YEAR END FROM NOVEMBER 30 TO DECEMBER 31, EFFECTIVE DECEMBER 31, 2019. ACCORDINGLY, SCHEDULE A, PART II, COLUMN (B) REFLECTS INFORMATION FROM THE SHORT YEAR DECEMBER 1, 2019 TO DECEMBER 31, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 1507255 963518 -329722 35000 2106051 397355 1045365 64535 1507255 10500 386855 137 137 397355 10500 16 16 10500 10500 189 189 10500 0.00000 1.00000 0.00000 0 0 2695000 2695000 444843 197706 247137 3422070 474036 2948034 294561 278131 16430 88952 65074 23878 5930479 CONSTRUCTION IN PROGRESS 555644 555644 2277785 -585211 49151 -536060 2813845 22802 22802 2836647 2931775 49151 49151 2882624 22802 22802 2905426 PART III, LINE 1A: LONGHOUSE MAINTAINS A COLLECTION OF WORKS OF ART. A DESCRIPTION OF THE CONTENTS OF THE PERMANENT COLLECTION IS MAINTAINED BY THE COLLECTIONS MANAGER AND THE COLLECTION IS CURRENTLY INSURED FOR APPROXIMATELY $3.4 MILLION. THE VALUE OF THE COLLECTION, WHICH WAS ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE LONGHOUSE'S INCEPTION, IS NOT REFLECTED AS AN ASSET ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE EXPENSED IN THE YEAR OF ACQUISITION. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENT OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. THERE WERE NO ACQUISITIONS DURING THE YEAR ENDED DECEMBER 31, 2022. THE COLLECTION IS HELD FOR PUBLIC SERVICE RATHER THAN FINANCIAL GAIN, PROTECTED AND PRESERVED, AND SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF SUCH ITEMS TO BE USED ONLY FOR COLLECTION ACQUISITIONS, PRESERVATION, PROTECTION AND DIRECT CARE. LONGHOUSE DEFINES DIRECT CARE TO INCLUDE COSTS FOR MATERIALS, SYSTEMS, EQUIPEMENT, FEES FOR EXPERTS, INDEPENDENT CONTRACTORS, AND OUTSIDE VENDORS ENGAGED IN PROJECTS DIRECTLY RELATED TO THE CARE OF THE OBJECTS IN THE COLLECTION. PART III, LINE 4: LONGHOUSE RESERVE'S COLLECTION CONSISTS OF NUMEROUS OBJECTS, MOSTLY IN THE CRAFT MEDIUM, WHICH ARE A PERFECT FIT FOR THE LONGHOUSE RESERVE'S MISSION. THESE OBJECTS ARE ON VIEW AND LENT TO VARIOUS ORGANIZATIONS FOR EXHIBIT. PART V, LINE 4: THE INVESTMENT EARNINGS OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR THE MAINTENACE OF LONGHOUSE, ITS GARDEN AND GROUNDS, AND ITS GENERAL OPERATIONS. X X X X X X X 1 MADY J SCHUMAN 20 5TH AVENUE APT 13B NEW YORK NY 10011 CHIEF ADVANCEMENT OFFICER CONSULTANT 0 0 126200 0 126200 NY SUMMER BENEFIT 538189 325806 212383 21997 60611 26709 103066 538189 325806 212383 21997 60611 26709 103066 212383 0 X 1 1 X X X X 1 0 0 0 0 0 0 0 0 CARRIE BARRATT DIRECTOR 300000 0 0 0 4500 0 0 0 0 0 304500 0 0 0 MATKO TOMICIC EXECUTIVE DIRECTOR (TO SEP 2021) 0 0 0 0 201925 0 0 0 0 0 201925 0 192977 0 PART I, LINE 1A LONGHOUSE PROVIDED TEMPORARY HOUSING TO ITS DIRECTOR IN THE GUEST ROOMS OF ITS MUSEUM BUILDING FOR SEVERAL DAYS PER WEEK UNTIL SHE WAS ABLE TO SECURE HER OWN HOUSING IN THE EAST HAMPTON AREA. THIS ARRANGEMENT WAS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES, AND REPORTED AS COMPENSATION. PART I, LINE 4A MATKO TOMICIC, FORMER EXECUTIVE DIRECTOR, RECEIVED $201,925 IN 2022 PURSUANT TO A 2021 SEVERANCE AGREEMENT. OF THIS AMOUNT, $192,977 WAS INCLUDED AS DEFERRED COMPENSATION REPORTED IN FORM 990 FOR 2021. X 71 186750 AUCTION SALES X 4 1240966 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR, THE TREASURER, AND THE CO-PRESIDENTS REVIEW THE 990 PRIOR TO FILING. UPON COMPLETIONM OF THAT REVIEW, A PUBLIC INSPECTION VERSION OF THE 990 IS DISTRIBUTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C UNDER THIS POLICY ARE COVERED MEMBERS OF THE BOARD AND KEY EMPLOYEES. AS SOON AS A POSSIBLE CONFLICT OF INTEREST IS IDENTIFIED THE SAME IS DELIBERATED AND REVIEWED BY THE EXECUTIVE COMMITTEE AND / OR BOARD OF TRUSTEE. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, PERSON IDENTIFIED WILL BE PRECLUDED FROM A VOTE ON THE DECISION THAT IS TO BE VOTED ON. FORM 990, PART VI, SECTION B, LINE 15A IN 2021 THE DIRECTOR WAS RETAINED ON AN INTERIM BASIS TO PROVIDE LEADERSHIP IN A TRANSITION PERIOD PURSUANT TO A CONSULTING AGREEMENT. THE BOARD OF TRUSTEES, IN EXECUTIVE SESSION, REVIEWED AND APPROVED THE TERMS AND CONDITIONS, INCLUDING COMPENSATION, OF THE AGREEMENT. IN REVIEWING COMPENSATION, THE BOARD CONSIDERED COMPARABILITY DATA FROM OTHER SIMILAR CONSULTING ARRANGEMENTS, DATA FROM THE 990S OF PEER ORGANIZATIONS, AND DATA FROM THE 2021 CANDID/GUIDESTAR NONPROFIT COMPENSATION SURVEY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST.