2021-08-11T13:23:20-07:00 2020-12-31 832002817 Harvey & Martin PLLC 43 High St Suite 210 North Andover MA 01845 990 2020-01-01 042143545 CAPE ANN MUSEUM INC CAPE 9782830455 27 PLEASANT STREET GLOUCESTER MA 01930 CHARLES D ESDAILE President 2021-08-11 true CHARLES D ESDAILE 999009999 JODI ANN ANSELMO P01206110 9786887701 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z 27 PLEASANT STREET GLOUCESTER MA 01930 5491754 false X WWW.CAPEANNMUSEUM.ORG X 1873 MA TO FOSTER AN APPRECIATION OF THE QUALITY AND DIVERSITY OF LIFE ON CAPE ANN, PAST AND PRESENT; TO FURTHER THE KNOWLEDGE AND ENJOYMENT OF CAPE ANN HISTORY AND ART; TO COLLECT AND PRESERVE SIGNIFICANT INFORMATION AND ARTIFACTS; AND TO ENCOURAGE COMMUNITY INVOLVEMENT WITH ITS PROGRAMS AND HOLDINGS. IN ALL ITS ACTIVITIES, THE MUSEUM EMPHASIZES THE HIGHEST STANDARDS OF QUALITY AND SEEKS TO ENGAGE THE BROADEST POSSIBLE AUDIENCE. 22 21 25 130 0 6440591 2323902 233201 18886 1018649 562911 109955 187695 7802396 3093394 5000 0 0 938740 846100 79000 19230 194782 1981451 1281877 3004191 2147207 4798205 946187 26790748 28561909 3430993 3071906 23359755 25490003 TO FOSTER AN APPRECIATION OF THE QUALITY AND DIVERSITY OF LIFE ON CAPE ANN, PAST AND PRESENT; TO FURTHER THE KNOWLEDGE AND ENJOYMENT OF CAPE ANN HISTORY AND ART; TO COLLECT AND PRESERVE SIGNIFICANT INFORMATION AND ARTIFACTS; AND TO ENCOURAGE COMMUNITY INVOLVEMENT WITH ITS PROGRAMS AND HOLDINGS. IN ALL ITS ACTIVITIES, THE MUSEUM EMPHASIZES THE HIGHEST STANDARDS OF QUALITY AND SEEKS TO ENGAGE THE BROADEST POSSIBLE AUDIENCE. false false 1595495 PURPOSES ARE OWNERSHIP, OPERATION, COLLECTION AND PRESERVATION OF HISTORICAL BUILDINGS, OBJECTS, RECORDS AND WORKS OF ART ALL RELATED TO CAPE ANN. THE MUSEUM EXHIBITS AND OFFERS EDUCATIONAL PROGRAMMING FOCUSING ON ITS COLLECTIONS FOR THE BENEFIT OF ITS MEMBERS AND THE GENERAL PUBLIC. 1595495 true true false false false false false true false true true true false false true true true false false false false false false true false false false false false false false false false false false false true false true true false false false false false false false true 36 0 true 25 true false false false false false true true false 0 false false false false false false false X 22 21 false false true false true true false true true false false true true true true true true true true false MA X ORGANIZATION 9782830455 27 PLEASANT STREET GLOUCESTER MA 01930 X OLIVER BARKER MUSEUM DIRECTOR 40.00 0.00 142548 0 0 JJBELL Director 2.00 0.00 X 0 0 0 SAMUEL HOLDSWORTH Director 1.00 0.00 X 0 0 0 KERMIT BIRCHFIELD-OFF 111920 Director 1.00 0.00 X 0 0 0 NORMAN CHAMBERS Director 1.00 0.00 X 0 0 0 SUSANNA NATTI Director 2.00 0.00 X 0 0 0 WILLIAM ELLERY JAMES Director 1.00 0.00 X 0 0 0 ANNE ROGERS HALEY Director 1.00 0.00 X 0 0 0 ROBERT BACHELDER Director 1.00 0.00 X 0 0 0 HINDA SIMON Director 1.00 0.00 X 0 0 0 ANNE-SEYMOUR ST JOHN Director 2.00 0.00 X 0 0 0 STEPHANIE TERELAK BENENSON Director 1.00 0.00 X 0 0 0 R DAVID PORPER Director 1.00 0.00 X 0 0 0 JOHN RANDO Director 1.00 0.00 X 0 0 0 JOHN CUNNINGHAM Director 3.00 0.00 X 0 0 0 IIENE NAGEL-ON 41620 Director 1.00 0.00 X 0 0 0 TIMOTHY MILLER-ON 111920 Director 1.00 0.00 X 0 0 0 ELIZA RATHBONE- ON 4162020 Director 1.00 0.00 X 0 0 0 LEONARDO PARCO-ON 111920 Director 1.00 0.00 X 0 0 0 JUDI ROTENBERG-ON 41620 Director 1.00 0.00 X 0 0 0 CHARLES D ESDAILE President 5.00 0.00 X 0 0 0 NINA GOODICK Secretary 3.00 0.00 X 0 0 0 THOMAS CRONIN-AS OF 41620 Treasurer 3.00 0.00 X 0 0 0 HENRIETTA GATES-AS OF 111920 Vice President 3.00 0.00 X 0 0 0 142548 1 false false false WINDOVER CONSTRUCTION INC 66 CHERRY HILL DR DANVERS MA 01923 CONSTRUCTION 493484 DONNEGAN SYSTEMS INC 170 BARTLETT STREET NORTHBOROUGH MA 01532 STORAGE SOLUTIONS 187298 2 273328 6910 2043664 222394 2323902 ADMISSIONS 900099 15283 15283 ART EXHIBITS & PROGRAMS 900099 3603 3603 18886 187639 187639 0 0 0 2744020 2368748 375272 375272 375272 0 0 42307 29612 12695 12695 FORGIVENESS OF PPP LOAN 900099 175000 175000 175000 3093394 18886 750606 0 0 0 0 0 0 750007 510005 135001 105001 0 31127 21166 5603 4358 64966 44177 11694 9095 0 1441 1441 28000 28000 0 19230 19230 0 149186 68188 75198 5800 62887 62887 102009 69872 18077 14060 62107 43727 10339 8041 0 151615 103098 27291 21226 0 0 0 70660 70603 57 0 307934 277141 27714 3079 48230 33761 14469 REPAIRS & MAINTENANCE 176253 176253 PROGRAMS & EXHIBITS 72165 68865 3300 COLLECTION ACQUISITION & MGT. 30284 30284 SECURITY SYSTEMS 11369 7731 2046 1592 7737 7737 2147207 1595495 356930 194782 51659 54555 1520970 1142260 2646689 2547243 0 0 0 0 72685 76934 17059 31640 15624665 4566842 10240027 11057823 11083514 12160448 1145177 1476499 0 12867 2397 101 12110 26790748 28561909 502592 71864 2907631 2995709 20770 4333 3430993 3071906 X 16100742 19391989 7259013 6098014 23359755 25490003 26790748 28561909 946187 1184061 X X false true X true false X 1270631 1158931 1769744 6440591 2323902 12963799 254201 297607 302506 495077 61193 1410584 0 0 0 1524832 1456538 2072250 6935668 2385095 14374383 354491 396114 560375 2696918 791289 4799187 0 354491 396114 560375 2696918 791289 4799187 9575196 309881 289004 313696 293131 187639 1393351 0 309881 289004 313696 293131 187639 1393351 0 175000 175000 1834713 1745542 2385946 7228799 2747734 15942734 0.60060 0.60890 0.08740 0.10320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 5631339 376530 79001 5928868 5301362 399300 69323 5631339 4457472 1000000 -85036 71074 5301362 4249689 270533 62750 4457472 4108403 214603 73317 4249689 false false false 453451 453451 14716398 4286448 10429950 127274 85498 41776 327542 194896 132646 11057823 1476499 DEFERRED REVENUE 4333 4333 X 4307067 1184061 29612 1213673 3093394 3093394 2176819 29612 29612 2147207 2147207 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o NOTE 5 OF FINANCIAL STATEMENTS- COLLECTIONS: "COLLECTIONS CONSIST OF WORKS OF ART, OBJECTS, ARTIFACTS, AND RECORDS REFLECTIVE OF CAPE ANN AND ITS HERITAGE. COLLECTION ITEMS, WEATHER PURCHASED OF DONATED, ARE NOT CAPITALIZED BECAUSE THEIR INTRINSIC VALUE IS NOT SUSCEPTIBLE TO REASONABLE ESTIMATION. THE COLLECTION IS CARRIED AT $1.00. IT IS THE POLICY OF THE MUSEUM THAT PROCEEDS FROM THE SALE OF COLLECTION ITEMS WILL BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS OR TO MAINTAIN OR PRESERVE THE COLLECTION. NEW ACQUISITIONS ARE THEN CHARGED AS COLLECTION ACQUISITONS. THE COLLECTIONS OF THE MUSEUM ARE ITS PRIMARY ASSET AND THEIR DISPLAY AND ACCESSIBILITY TO THE PUBLIC ARE TWO OF ITS PRIMARY OBJECTIVES. A COLLECTIONS COMMITTEE MONITORS THE ACQUISITION AND DISPOSITION OF COLLECTION ITEMS. THE COMMITTEE AND MANAGEMENT ARE RESPONSIBLE FOR RECOMMENDING AND IMPLEMENTING MEASURES TO ENHANCE THE CONSERVATION, MAINTENANCE AND SECURITY OF THE COLLECTION." Part III, Line 4: Description of organization's collections and how it furthers its purpose. SEE DESCRIPTION FOR PART III, LINE 1A, REGARDING THE DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS. Part V, Line 4: Intended uses of the endowment fund. THE RESTRICTED ENDOWMENTS AND BOARD DESIGNATED ENDOWMENT PROVIDE INCOME TO SUPPORT CURRENT OPERATIONS AND ARE HELD TO PROVIDE FINANCIAL SECURITY IN THE FUTURE. Part X : FIN48 Footnote THE MUSEUM HAS BEEN GRANTED TAX-EXEMPT STATUS INDER THE INTERNAL REVENUE CODE SECTION 501(C) (3) AND IS THEREFORE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE MUSEUM IS NOT A PRIVATE FOUNDATION.THE MUSEUM IS REQUIRED TO EVALUATE OR DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE MUSEUM'S FINANCIAL STATEMENTS. THE MUSEUM REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENT AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE MUSEUM'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE MUSEUM IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFIY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.THE MUSEUM HAS FILED ALL OF ITS KNOWN REQUIRED RETURNS IN A TIMELY MANNER INCLUDING, AS PERMITTED, ALLOWED EXTENSIONS. AS OF DECEMBER 31, 2020, THE RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ON FORM 990 FOR THE YEARS AFTER 2016 REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 COST OF GOODS SOLD-NETTED WITH INCOME $29612 FUNDRAISING EXPENSES-NETTED WITH INCOME $0 Part XII, Line 2d: Other expenses and losses per audited F/S COST OF GOODS SOLD-NETTED WITH INCOME $29612 FUNDRAISING EXPENSES-NETTED WITH INCOME $0 X X X X X X X true DEVELOPMENT GUILD INC 233 HARVARD ST SUITE 107 BROOKLINE MA 02446 CAMPAIGN PLANNING false 19230 19230 MA WH GOODICK INC BOARD RELATIONSHIP 40178 GALLERY RENO/REPAIRS false CAPE ANN FACILITIES BOARD RELATION 37783 GALLERY REPAIRS false X 13 X X 3 222394 X 3 X MEMORABILIA 28 false false true Part I, Line 32, Hire and Use of Third Parties THE MUSEUM OCCASIONALLY RECEIVES NON CASH DONATIONS OF SECURITIES. IF THE MUSEUM CHOOSES TO CONVERT SUCH DONATIONS TO CASH, IT ENGAGES ITS INDEPENDENT INVESTMENT ADVISOR TO COMPLETE SUCH TRANSACATIONS. Part I, Line 33, Revenues Not Reported THE MUSEUM HAS ADOPTED ACCOUNTING PRINCIPLES WHERIN IT DOES NOT CAPITALIZE DONATIONS OF ARTWORK AND HISTORICAL ARTIFACTS AND THEREFORE THE RELATED REVENUE IS ALSO NOT RECOGNIZED. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents THE MUSEUM HAS REWRITTEN ITS BY-LAWS AS OF NOVEMBER OF 2020 TO REVISE AND UPDATE MANY IMPORTANT ISSUES OF GOVERNACE WHICH INCLUDE: *TRANSITIONING FROM A MEMBER-BASED GOVERNANCE TO BOARD BASED GOVERNANCE*DESCRIPTION OF THE NOMINATING AND ELECTION PROCESS FOR BOARD TRUSTEES, OFFICERS AND VACANCIES*CREATION OF TERM BOARD LIMITS AND PROVISION FOR STAGGERED TERMS*BETTER DEFINITION OF THE RESPONSIBILITIES OF BOARD TRUSTEES, MUSEUM OFFICERS,EXCUTIVE DIRECTOR AND STANDING COMMITTEES AND THEIR CHAIRS,INCLUDING THE EXECUTIVE AND GOVERNANCE COMMITTEES*ISSUES RELATING TO BOARD CONFIDENTIALITY AND CONFLICT OF INTERESTS Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder THE ORGANIZATION HAS MEMBERS.IN NOVEMBER OF 2020, THE BY-LAWS WERE VOTED ON AND ACCEPTED BY THE VOTING MEMBERS TO CHANGE THE ELECTION OF THE BOARD OF TRUSTEES FROM ITS CURRENT MEMBERSHIP TO THE GOVERNANCE COMMITTEE.THERE IS ONLY ONE CLASS OF MEMBERS AND ALL MEMBERS HAD THE SAME VOTING RIGHTS. Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ALL CURRENT AND FUTURE BOARD MEMBERS ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY AND THEY ARE REQUIRED TO SIGN A REGISTRY INDICATING THEY HAVE REVIEWED AND READ THE POLICY. THE REGISTRY IS MAINTAINED BY THE DIRECTOR. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE BOARD OF GOVERNORS AND THE EXECUTIVE COMMITTEE REVIEW COMPARABILITY DATA FROM THE NEW ENGLAND MUSEUM ASSOCIATION COMPENSATION SURVEY AND SUBSEQUENTLY APPROVE ANNUAL COMPENSATION OF THE EXECUTIVE DIRECTORS AND OTHER KEY EMPLOYEES. OFFICERS AND DIRECTORS OF THE BOARD ARE NOT COMPENSATED. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE MUSEUM'S CONFLICT OF INTEREST, DOCUMENT RETENTION, AND WHISTLEBLOWER POLICIES, AS WELL AS ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XII, Line 2: Change of Oversight or Selection Process THERE IS NO CHANGE IN THE PROCESS, THE ORGANIZATION HAS A FINANCE COMMITTEE AND AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT ANNUALLY.