PORTLAND MUSEUM OF ART: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PORTLAND MUSEUM OF ART (EIN 01-0378420)
Tax period
2020-02-01 to 2021-01-31
Filed
2021-09-21
IRS object ID
202142649349300539
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-21T13:33:40-05:00ReturnTs
Tax Period End2021-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1100AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041041100ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010378420EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Portland Museum of ArtBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPORTBusinessNameControlTxt
Phone2077756148PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Congress SquareAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCyrus Y HaggePersonNm
Person TitlePresidentPersonTitleTxt
Phone2077756148PhoneNum
Signature2021-09-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCyrusPersonFirstNm
Person LastHaggePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph R ByrnePreparerPersonNm
PTINP01289281PTIN
Phone2077752387PhoneNum
Preparation2021-09-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMark HC BessirePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Congress SquareAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,627,203GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.portlandmuseum.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1882FormationYr
Legal Domicile StateMELegalDomicileStateCd
Activity Or MissionMuseum/EducationalActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent41VotingMembersIndependentCnt
Total Employee123TotalEmployeeCnt
Total Volunteers233TotalVolunteersCnt
Total Gross UBI-$95TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,341,928PYContributionsGrantsAmt
CY Contributions Grants$11,194,861CYContributionsGrantsAmt
PY Program Service Revenue$1,486,291PYProgramServiceRevenueAmt
CY Program Service Revenue$278,479CYProgramServiceRevenueAmt
PY Investment Income$4,688,843PYInvestmentIncomeAmt
CY Investment Income-$1,336,432CYInvestmentIncomeAmt
PY Other Revenue$74,997PYOtherRevenueAmt
CY Other Revenue$295,520CYOtherRevenueAmt
PY Total Revenue$13,592,059PYTotalRevenueAmt
CY Total Revenue$10,432,428CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$200,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,233,007PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,772,492CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,373,795CYTotalFundraisingExpenseAmt
PY Other Expenses$3,758,931PYOtherExpensesAmt
CY Other Expenses$3,071,956CYOtherExpensesAmt
PY Total Expenses$7,991,938PYTotalExpensesAmt
CY Total Expenses$8,044,448CYTotalExpensesAmt
PY Revenues Less Expenses$5,600,121PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,387,980CYRevenuesLessExpensesAmt
Total Assets BOY$68,618,270TotalAssetsBOYAmt
Total Assets EOY$75,826,769TotalAssetsEOYAmt
Total Liabilities BOY$2,637,808TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,629,955TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$65,980,462NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$73,196,814NetAssetsOrFundBalancesEOYAmt
MissionArt for All. The Portland Museum of Art seeks to create an inclusive space that champions open expression and makes art accessible to all.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,069,117ExpenseAmt
Revenue$91,521RevenueAmt
DescEducational Programs: Create outstanding educational programs and collection-based activities to inspire and enrich the lives of diverse audiences and serve as a vital cultural center for the city and region (26,902 participants in 2020).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,448,582ExpenseAmt
Grant$200,000GrantAmt
Revenue$186,958RevenueAmt
DescExhibitions and Collections: Originate outstanding exhibitions from PMA's permanent collection and through borrowed works of art. Present traveling exhibitions that support and extend PMA's mission. Preserve, document, and interpret over 18,000 objects in the collection and five architectural landmarks (41,395 visitors in 2020).Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$329,700ExpenseAmt
DescCollection Items Purchased: 28 works of art were purchased for PMA's collection in 2020, providing new opportunities for visitors and the community to experience original work.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,847,399TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document51IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee123EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T Filed0Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member41IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Elena HenryBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2077756148PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Congress SquareAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Mark H C Bessire
Director40.000.00Yes (X)$347,764$0$71,575
Elena Henry
Deputy Director & CFO40.000.00Yes (X)$163,147$0$28,687
Elizabeth F Jones
Deputy Dir. & Dir. Ext. Affairs40.000.00$164,592$0$8,656Yes (X)
Jessica May
Deputy Director & Chief Curator40.000.00$119,037$0$12,601Yes (X)
Maia Crandall
Human Resources Director40.000.00$107,160$0$10,732Yes (X)
Cyrus Y Hagge
President10.000.00Yes (X)$0$0$0Yes (X)
Eileen T Gillespie
Vice President10.000.00Yes (X)$0$0$0Yes (X)
Amy H Woodhouse
Chair10.000.00Yes (X)$0$0$0Yes (X)
Kenneth A Blaschke
Treasurer10.000.00Yes (X)$0$0$0Yes (X)
Christina F Petra
Secretary10.000.00Yes (X)$0$0$0Yes (X)
Katherine MB Berger
Trustee3.000.00$0$0$0Yes (X)
Nathan J Clark
Trustee3.000.00$0$0$0Yes (X)
Danielle M Conway
Trustee3.000.00$0$0$0Yes (X)
Lila Hunt Davies
Trustee3.000.00$0$0$0Yes (X)
Alexander D Fisher
Trustee3.000.00$0$0$0Yes (X)
Joseph R Foley
Trustee3.000.00$0$0$0Yes (X)
Robert R Gould
Trustee3.000.00$0$0$0Yes (X)
Jocelyn R Handy
Trustee3.000.00$0$0$0Yes (X)
Erik K Hayward
Trustee3.000.00$0$0$0Yes (X)
Sharyn M Howell
Trustee3.000.00$0$0$0Yes (X)
John F Isacke
Trustee3.000.00$0$0$0Yes (X)
Elizabeth A Jabar
Trustee3.000.00$0$0$0Yes (X)
Jeffrey D Kane
Trustee3.000.00$0$0$0Yes (X)
Nancy K Kaye
Past Trustee4.000.00$0$0$0Yes (X)
Susie Konkel
Trustee3.000.00$0$0$0Yes (X)
Bree A LaCasse
Trustee3.000.00$0$0$0Yes (X)
Judy Glickman Lauder
Trustee3.000.00$0$0$0Yes (X)
Leeann M Leahy
Trustee3.000.00$0$0$0Yes (X)
Andy Lilienthal
Trustee3.000.00$0$0$0Yes (X)
Elizabeth T McCandless
Trustee3.000.00$0$0$0Yes (X)
Karen L McDonald
Trustee3.000.00$0$0$0Yes (X)
Dimitri M Michaud
Trustee3.000.00$0$0$0Yes (X)
Marcia Minter
Trustee3.000.00$0$0$0Yes (X)
John P Moore
Trustee3.000.00$0$0$0Yes (X)
Rodney D Moore
Trustee3.000.00$0$0$0Yes (X)
Alexander E Porteous
Trustee3.000.00$0$0$0Yes (X)
Mika K Reynolds
Trustee3.000.00$0$0$0Yes (X)
Christopher N Robinson
Trustee3.000.00$0$0$0Yes (X)
Laurence H Rubinstein
Past Trustee3.000.00$0$0$0Yes (X)
William J Ryan Jr
Trustee3.000.00$0$0$0Yes (X)
James H Schwartz
Past Trustee3.000.00$0$0$0Yes (X)
Theresa Secord
Trustee3.000.00$0$0$0Yes (X)
Jack Soley
Trustee3.000.00$0$0$0Yes (X)
Stewart Strawbridge
Trustee3.000.00$0$0$0Yes (X)
Troy Trejo
Trustee3.000.00$0$0$0Yes (X)
Heather Veitch
Trustee3.000.00$0$0$0Yes (X)
Karen B Watson
Trustee3.000.00$0$0$0Yes (X)
Anna H Wells
Trustee3.000.00$0$0$0Yes (X)
William B Williamson
Trustee3.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$901,700TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$132,251TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MPXBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12301 Congress StreetAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04102ZIPCd
FieldValueIRS element (for citing)
ServicesPrint advertising and Direct MailServicesDesc
Compensation$179,367CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$617,539MembershipDuesAmt
All Other Contributions$10,577,322AllOtherContributionsAmt
Noncash Contributions$2,041,711NoncashContributionsAmt
Total Contributions$11,194,861TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Admissions713990$186,958$186,958
Program Revenues713990$91,521$91,521
FieldValueIRS element (for citing)
Total Program Service Revenue$278,479TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$323,641TotalRevenueColumnAmt
Unrelated Business Revenue-$95UnrelatedBusinessRevenueAmt
Exclusion$323,736ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,215,653SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,875,726SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,660,073SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,660,073TotalRevenueColumnAmt
Exclusion-$1,660,073ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$168,319GrossSalesOfInventoryAmt
Cost Of Goods Sold$319,049CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$150,730TotalRevenueColumnAmt
Exclusion-$150,730ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescEmployee Retention CreditDesc
Business900099BusinessCd
Total Revenue Column$446,250TotalRevenueColumnAmt
Exclusion$446,250ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$446,250OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,432,428TotalRevenueColumnAmt
Related Or Exempt Func Income$278,479RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$95UnrelatedBusinessRevenueAmt
Exclusion-$1,040,817ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$200,000TotalAmt
Program Services$200,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$611,174TotalAmt
Program Services$125,802ProgramServicesAmt
Management And General$338,603ManagementAndGeneralAmt
Fundraising$146,769FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,415,383TotalAmt
Program Services$2,530,908ProgramServicesAmt
Management And General$198,614ManagementAndGeneralAmt
Fundraising$685,861FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$43,697TotalAmt
Program Services$27,828ProgramServicesAmt
Management And General$5,280ManagementAndGeneralAmt
Fundraising$10,589FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$408,921TotalAmt
Program Services$319,378ProgramServicesAmt
Management And General$2,283ManagementAndGeneralAmt
Fundraising$87,260FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$293,317TotalAmt
Program Services$204,449ProgramServicesAmt
Management And General$29,456ManagementAndGeneralAmt
Fundraising$59,412FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$73,272TotalAmt
Program Services$600ProgramServicesAmt
Management And General$72,572ManagementAndGeneralAmt
Fundraising$100FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$39,949TotalAmt
Management And General$39,949ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$55,433TotalAmt
Management And General$55,433ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$278,483TotalAmt
Program Services$222,640ProgramServicesAmt
Management And General$31,692ManagementAndGeneralAmt
Fundraising$24,151FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$120,651TotalAmt
Program Services$103,987ProgramServicesAmt
Fundraising$16,664FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$94,152TotalAmt
Program Services$48,790ProgramServicesAmt
Management And General$23,380ManagementAndGeneralAmt
Fundraising$21,982FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$190,112TotalAmt
Program Services$125,575ProgramServicesAmt
Management And General$10,228ManagementAndGeneralAmt
Fundraising$54,309FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$300,512TotalAmt
Program Services$283,744ProgramServicesAmt
Management And General$2,983ManagementAndGeneralAmt
Fundraising$13,785FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$39,342TotalAmt
Program Services$24,488ProgramServicesAmt
Management And General$2,995ManagementAndGeneralAmt
Fundraising$11,859FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,239TotalAmt
Program Services$7,594ProgramServicesAmt
Management And General$1,315ManagementAndGeneralAmt
Fundraising$1,330FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$505,526TotalAmt
Program Services$476,496ProgramServicesAmt
Management And General$4,744ManagementAndGeneralAmt
Fundraising$24,286FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$124,236TotalAmt
Program Services$117,854ProgramServicesAmt
Management And General$3,727ManagementAndGeneralAmt
Fundraising$2,655FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
Exhibition & Collection$533,103$533,103
Acquisition of Art$329,700$329,700
Fundraising$212,783$212,783
Education$164,463$164,463

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,044,448TotalAmt
Program Services$5,847,399ProgramServicesAmt
Management And General$823,254ManagementAndGeneralAmt
Fundraising$1,373,795FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$392,429BOYAmt
EOY$2,641,263EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,041,411BOYAmt
EOY$1,359,315EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,159,218BOYAmt
EOY$3,780,507EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$708,764BOYAmt
EOY$816,189EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$125,678BOYAmt
EOY$123,118EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$392,729BOYAmt
EOY$378,311EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$36,468,651LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,267,608LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$20,317,105BOYAmt
EOY$20,201,043EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,638,013BOYAmt
EOY$15,280,040EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,647,128BOYAmt
EOY$29,523,414EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,195,795BOYAmt
EOY$1,723,569EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$68,618,270BOYAmt
EOY$75,826,769EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$787,808BOYAmt
EOY$1,607,581EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$94,984EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,850,000BOYAmt
EOY$150,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$777,390EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,637,808BOYAmt
EOY$2,629,955EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,294,280BOYAmt
EOY$24,488,269EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,686,182BOYAmt
EOY$48,708,545EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$65,980,462BOYAmt
EOY$73,196,814EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$68,618,270BOYAmt
EOY$75,826,769EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,387,980ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,959,583NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$131,211OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,053,638CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,970,377CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,414,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,341,928CurrentTaxYearMinus1YearAmt
Current Tax Year$11,194,861CurrentTaxYearAmt
Total$44,975,044TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,053,638CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,970,377CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,414,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,341,928CurrentTaxYearMinus1YearAmt
Current Tax Year$11,194,861CurrentTaxYearAmt
Total$44,975,044TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,996,323SubstantialContributorsTotAmt
Public Support Total170$32,978,721PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$166,120CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224,357CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$268,647CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$304,287CurrentTaxYearMinus1YearAmt
Current Tax Year$323,641CurrentTaxYearAmt
Total$1,287,052TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$446,250CurrentTaxYearAmt
Total$446,250TotalAmt
FieldValueIRS element (for citing)
Total Support$46,708,346TotalSupportAmt
Gross Receipts Rltd Activities$7,399,449GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70610PublicSupportCY170Pct
Public Support PY1700.73780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationEmployee Retention Credit - 2020 Amount: $ 446,250.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (1)SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,438,486BeginningYearBalanceAmt
Contributions$2,646,157ContributionsAmt
Investment Earnings Or Losses$3,567,718InvestmentEarningsOrLossesAmt
Other Expenditures$2,524,673OtherExpendituresAmt
End Year Balance$46,127,688EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,580,222BeginningYearBalanceAmt
Contributions$3,003,330ContributionsAmt
Investment Earnings Or Losses$3,665,288InvestmentEarningsOrLossesAmt
Other Expenditures$1,810,354OtherExpendituresAmt
End Year Balance$42,438,486EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,390,638BeginningYearBalanceAmt
Contributions$3,055,251ContributionsAmt
Investment Earnings Or Losses-$2,157,475InvestmentEarningsOrLossesAmt
Other Expenditures$1,708,192OtherExpendituresAmt
End Year Balance$37,580,222EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,933,216BeginningYearBalanceAmt
Contributions$3,205,132ContributionsAmt
Investment Earnings Or Losses$4,972,274InvestmentEarningsOrLossesAmt
Other Expenditures$1,719,984OtherExpendituresAmt
End Year Balance$38,390,638EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,744,613BeginningYearBalanceAmt
Contributions$5,881,159ContributionsAmt
Investment Earnings Or Losses$2,822,252InvestmentEarningsOrLossesAmt
Other Expenditures$1,514,808OtherExpendituresAmt
End Year Balance$31,933,216EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.10046BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.84747PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05207TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,977,735OtherCostOrOtherBasisAmt
Book Value$8,977,735BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,624,704OtherCostOrOtherBasisAmt
Depreciation$15,494,197DepreciationAmt
Book Value$11,130,507BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$866,212OtherCostOrOtherBasisAmt
Depreciation$773,411DepreciationAmt
Book Value$92,801BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,201,043TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Investments in Limited Partnerships$807,130F
Limited Liability and Other Closely Held Companies$28,716,284F
FieldValueIRS element (for citing)
Total Book Value Securities$29,523,414TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCARES Act FundingDesc
Amt$777,390Amt
FieldValueIRS element (for citing)
Total Liability$777,390TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$15,658,427TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,959,583NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$2,800DonatedServicesAndUseFcltsAmt
Other Revenue$319,049OtherRevenueAmt
Revenue Not Reported$5,281,432RevenueNotReportedAmt
Revenue Subtotal$10,376,995RevenueSubtotalAmt
Investment Expenses Not Incld$55,433InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$55,433RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,432,428TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,310,864TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$2,800DonatedServicesUseFcltsAmt
Other Expenses Included$319,049OtherExpensesIncludedAmt
Expenses Not Reported$321,849ExpensesNotReportedAmt
Expenses Subtotal$7,989,015ExpensesSubtotalAmt
Investment Expenses Not Incld2$55,433InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$55,433ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,044,448TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 1a:The art collection is reflected at a nominal value. The cost of a collection item is recorded as a decrease in net assets when purchased. The proceeds from sales of collection items are recorded as increases in net assets with temporary donor restricted when sold. During 2021, the PMA adopted FASB Accounting Standards Update (ASU) No. 2019-03, Not-for- Profit Entities (Topic 958), which improves the definition of collections to align U.S. GAAP with the definition contained in the American Alliance of Museums Code of Ethics for Museums. The collection is managed according to a policy which adheres to the standards of the American Alliance of Museums. The policy delineates responsibilities in such matters as museum ethics, acquisitions, loans, care of collections, and deaccessioning. Objects held in the collection are carefully tracked and monitored. The PMA's deaccessioning policy allows for sale or trade of an object only when it is incompatible with the PMA's collecting mission and when clear and complete title to the work is confirmed. With the adoption of ASU No. 2019-03, the PMA's policy for the use of proceeds derived from deaccessioned collection items includes direct care of the existing collection as well as acquisition of new collection items. The PMA has adopted the following definition of "direct care": *Collection conservation expenses, including supplies, transportation expenses, other direct expenses, and labor. *Expenses related to cataloging, housing, and physical care of objects, including but not limited to registrar and preparatory labor expenses, supplies, expenses for storage facilities both on and off-campus, lighting, and proper monitoring of storage and exhibition environments (including dataloggers and appropriate software for tracking collection items), photographic documentation and the management of digital assets. *Framing, mounting expenses, as well as the physical production of pedestals and other supplies for proper presentation of objects, including labor costs. Exhibition spaces as well as the care of such spaces, which may include pest control, proper lighting, security, and temperature control.
Part III, Line 4:The art collection includes more than 18,000 objects and represents significant holdings of American, European, and contemporary art, as well as iconic works from Maine--highlighting the rich artistic tradition of the state and its artists. The collection includes paintings, sculpture, prints, photographs, glass, ceramics, furniture, silver, artists' books and other media, and is highlighted by works by George Bellows, Max Beckmann, Katherine Bradford, David Moses Bridges, Marc Chagall, Frederic Church, Gustave Courbet, Stuart Davis, Edgar Degas, Lois Dodd, Leonardo Drew, David Driskell, Richard Estes, Jeremy Frey, Jeffrey Gibson, Nan Goldin, John Haberle, Marsden Hartley, Childe Hassam, Winslow Homer, Edward Hopper, Jean Auguste Dominique Ingres, Alex Katz, Rockwell Kent, Yasuo Kuniyoshi, Fitz Henry Lane, Claude Monet, Thomas Moran, Louise Nevelson, John Frederick Peto, William Pope.L, Pierre Auguste Renoir, Tim Rollins & K.O.S., John Singer Sargent, Theresa Secord, Kara Walker, Andrew Wyeth, N.C. Wyeth, Betty Woodman, and Marguerite Thompson Zorach. The PMA is accredited by the American Alliance of Museums and adheres to best practices in developing and managing these works of art in the public trust.
Part V, Line 4:PMA's intended use of endowment funds is for general operations, education, maintenance of collection and buildings, acquisition of art for the collection, wages, and other related expenses.
Part XI, Line 2d - Other Adjustments:PMA Store Expenses 319,049.
Part XII, Line 2d - Other Adjustments:PMA Store Expenses 319,049.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Amon Carter Museum of American Art
3501 Camp Bowie BlvdFort WorthTX76107751077979501(c)(3)$100,000Distribution of exhibition implementation grant from the National Endowment for the Humanities' Public Programs Division for shared costs of the co-organized travelling exhibition Mythmakers: The Art of Winslow Homer and Frederic Remington
Denver Art Museum
100 W 14th Ave PkwyDenverCO80204846038240501(c)(3)$100,000Distribution of exhibition implementation grant from the National Endowment for the Humanities' Public Programs Division for shared costs of the co-organized travelling exhibition Mythmakers: The Art of Winslow Homer and Frederic Remington
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationOn occasion, the Museum receives a grant as part of a collaboration of shared exhibitions with other museums. In these cases, the Museum pays out portions of any grant funds received to the other museums involved in these collaborative efforts. Where the other museums are also 501(c)(3) organizations, and the museums are collectively sharing in the costs associated the shared exhibitions, no further monitoring of funds is deemed necessary.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Mark H C Bessire
Director$347,764$0$0$0$0$0$37,800$0$33,775$0$419,339$0$0$0
Elena Henry
Deputy Director & CFO$163,147$0$0$0$0$0$4,875$0$23,812$0$191,834$0$0$0
Elizabeth F Jones
Deputy Dir. & Dir. Ext. Affairs$164,592$0$0$0$0$0$3,909$0$4,747$0$173,248$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aPMA paid $2,385 for a membership fee and dues to Portland's Cumberland Club, for Mark H.C. Bessire, Director. The Cumberland Club is adjacent to the Portland Museum of Art, and membership allows the Director to host meetings for the purpose of conducting museum business. PMA paid travel expenses for a companion of Mark H.C. Bessire, Director. The amount paid by PMA was not treated as taxable compensation. These expenses were documented and approved by the President of the Board of Trustees as bona fide business expenses.
Part I, Line 4aDuring 2020, Jessica May, Deputy Director and Chief Curator, received a severance payment in the amount of $13,024.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution29ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution22ContributionCnt
Noncash Contributions Rpt F990$541,711NoncashContributionsRptF990Amt
Method Of Determining RevenuesStock Market ValueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEstate AssetsDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,500,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesEstimated Market ValMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 32b:Contributions of securities are sold through PMA's investment brokers. All gifts of securities are sold as soon as administratively possible.
Part I, Line 33:The art collection is reflected at a nominal value. The cost of a collection item is recorded as a decrease in net assets when purchased. The proceeds from sales of collection items are recorded as increases in net assets with temporary donor restricted when sold. During 2021, the PMA adopted FASB Accounting Standards Update (ASU) No. 2019-03, Not-for- Profit Entities (Topic 958), which improves the definition of collections to align U.S. GAAP with the definition contained in the American Alliance of Museums Code of Ethics for Museums. The collection is managed according to a policy which adheres to the standards of the American Alliance of Museums. The policy delineates responsibilities in such matters as museum ethics, acquisitions, loans, care of collections, and deaccessioning. Objects held in the collection are carefully tracked and monitored. The PMA's deaccessioning policy allows for sale or trade of an object only when it is incompatible with the PMA's collecting mission and when clear and complete title to the work is confirmed. With the adoption of ASU No. 2019-03, the PMA's policy for the use of proceeds derived from deaccessioned collection items includes direct care of the existing collection as well as acquisition of new collection items. The PMA has adopted the following definition of "direct care": *Collection conservation expenses, including supplies, transportation expenses, other direct expenses, and labor. *Expenses related to cataloging, housing, and physical care of objects, including but not limited to registrar and preparatory labor expenses, supplies, expenses for storage facilities both on and off-campus, lighting, and proper monitoring of storage and exhibition environments (including dataloggers and appropriate software for tracking collection items), photographic documentation and the management of digital assets. *Framing, mounting expenses, as well as the physical production of pedestals and other supplies for proper presentation of objects, including labor costs. Exhibition spaces as well as the care of such spaces, which may include pest control, proper lighting, security, and temperature control.
Form 990, Schedule M, Part I, Column (b)57 works of art have been accepted into the PMA collection and have not been assigned a value. In 2020, PMA received ownership of the contents of an individual's estate by court judgement. The estate included a house with all contents and furnishings, a collection of art and decorative objects in a variety of media, stock certificates, and bank accounts. The art and decorative objects are in the process of being evaluated to determine which pieces will be accepted into the collection and which pieces will be sold. All sales of art of these pieces will be sold through an auction house. The house is under contract and is being sold by a licensed realtor. The PMA estimates the value that will be received upon liquidation of the entire estate is $1,500,000.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, line 3bThe Organization is waiting on Schedule K-1s from investment partnerships in order to complete Form 990-T. The Organization will file Form 990-T once this information has been received.
Form 990, Part VI, Section A, line 4During the year, the Museum amended its bylaws. One such change was to the number of voting board members (changed to allow for no more than forty-five Trustees as opposed to forty). Additionally, Trustee term limits were amended to state that no Trustee shall be elected at an Annual Meeting to serve more than three consecutive normal four-year terms. Lastly, the bylaws were amended to reflect that the members of the Executive Committee shall consist of a maximum of 12 members, including the Chair of the Board, the President, and the Vice President (or the Board's First Vice President if there is more than one Vice President), the Treasurer, the Secretary, the chair of the Governance Committee, and such other Trustees who are appointed by the President and confirmed by the Board.
Form 990, Part VI, Section B, line 11bThe Form 990 is distributed to the full board of trustees with sufficient time for each trustee to review it. All board members are invited to a special meeting specifically for the purpose of review and discussion of the 990 and audited financial statements. Following this meeting, board members reply by email to indicate their approval of the 990 as presented. The 990 is then discussed at a meeting of the executive committee of the board of trustees, before the executive committee votes to accept it.
Form 990, Part VI, Section B, line 12cTrustees are asked to fill out a Conflict of Interest form annually. The procedure is outlined in PMA's "Institutional Code of Ethics and Guidelines for Professional Practice" a board-approved policy that is reviewed and signed by each incoming Trustee. Per the policy, in the event a significant conflict of interest appears to be unavoidable, the Trustee shall seek the approval of the Board, or a duly appointed and authorized committee of the Board, prior to engaging in such action, and such approval, if given, shall result in there being no conflict with respect to the contemplated action.
Form 990, Part VI, Section B, line 15Per PMA's Bylaws, the executive committee is authorized to exercise the following specific powers and duties on behalf of the board of trustees: (a) To enter into employment with, and to terminate the employment of, the chief executive officer (the "Director"), to negotiate and enter into employment contracts with the Director subject to final approval by the board of trustees, to annually review the performance of the Director, to determine the Director's annual compensation adjustments and benefits adjustments, to resolve all disciplinary and other issues relating to the Director's employment; (b) To review annually the performance of any other key employees and to resolve all disciplinary and other issues relating to such employees when such tasks are specifically delegated to the executive committee by the board of trustees; The Executive Committee in 2017 developed a compensation plan and five year contract for the PMA Director. The employment contract began on March 1, 2017 and terminates on February 28, 2022. The compensation plan was developed by an ad hoc committee of the Executive Committee. The ad hoc committee was formed to develop a multi-year plan for approval by the full Executive Committee. The ad hoc committee contracted with Career Management Associates (CMA) to provide guidance as to an appropriate level of compensation. On January 13, 2017, CMA provided a report titled: "Non-Profit Executive Compensation Analysis Report." CMA's report included data compiled from the 990 forms of specific peer group organizations identified by the PMA's board, and also compiled 990 data from a broader set of peers who reported the same nonprofit classification. Using the report's guidelines, the ad hoc committee negotiated with the Director a new five-year contract that provides remuneration within the band of reasonable compensation for a similarly situated museum director. The Executive Committee approved the terms of the new employment agreement and it was accepted by the Director and signed by all parties on May 3, 2017.
Form 990, Part VI, Section C, line 19PMA's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The PMA's audited financial statements are publicly posted on the PMA's website.
Form 990, Part X, Line 10: Land, Buildings, and EquipmentSection 1.263(a)-3(n) Election: Portland Museum of Art 7 Congress Square Portland, ME 04101 EIN: 01-0378420 Section 1.263(a)-3(n) Election: Portland Museum of Art is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).
Form 990, Part XI, line 9:Cumulative Effect Adjustment - Topic 606 Adoption -131,211.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Davis Family FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 Forest Falls DriveAddressLine1Txt
CityYarmouthCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04096ZIPCd
FieldValueIRS element (for citing)
EIN010390443EIN
Primary ActivitiesTo award grantsPrimaryActivitiesTxt
Legal Domicile StateMELegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusLine 12b, IIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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