2020-07-14T15:56:28-05:00 2019-06-30 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2018-07-01 010276272 GREATER PORTLAND LANDMARKS INC GREA 2077745561 93 HIGH STREET PORTLAND ME 04101 SARAH HANSEN EXECUTIVE DIRECTOR 2077745561 2020-07-03 1 THOMAS EMERY P00532592 2077732986 50.75.30.218 2020-07-03 16:10:56 ED P 2E0AF2B6A96E3515D6D7C82DD9D7FA944CB31BBF C04D53449D88B9CA1009FA6FCCCFDED8547CE51D 2018 2020-09-23 17:36:50Z SARAH HANSEN 93 HIGH STREET PORTLAND ME 04101 720976 0 X WWW.PORTLANDLANDMARKS.ORG X 1964 ME TO PRESERVE AND REVITALIZE GREATER PORTLAND'S REMARKABLE LEGACY OF HISTORIC BUILDINGS, NEIGHBORHOODS, LANDSCAPES, AND PARKS. 22 22 16 150 15379 0 261569 345699 184456 177563 11063 7527 -8959 18719 448129 549508 0 0 0 0 291675 300780 0 0 49543 197280 209225 488955 510005 -40826 39503 2679735 2715550 463562 442433 2216173 2273117 X TO PRESERVE AND REVITALIZE GREATER PORTLAND'S REMARKABLE LEGACY OF HISTORIC BUILDINGS, NEIGHBORHOODS, LANDSCAPES, AND PARKS. 0 0 28192 10470 EDUCATION - LANDMARKS PARTICIPATES IN COMMUNITY EDUCATION AND ADVOCACY FOR HISTORIC PRESERVATION AND HIGH QUALITY NEW ARCHITECTURE IN HISTORIC CONTEXTS BY PROVIDING INFORMATION AND TESTIMONY AT A VARIETY OF COMMUNITY AND CIVIC MEETINGS.LANDMARKS' EDUCATION PROGRAMS ENGAGE ADULTS AND CHILDREN WITH ARCHITECTURE AND HISTORIC PRESERVATION THROUGH PROVIDING WALKING TOURS, ILLUSTRATED PRESENTATIONS, WORKBOOKS, MAGAZINES, LECTURES, TOURS AND INTERPRETATION OF THE PORTLAND OBSERVATORY (1807) AND OTHER PROGRAMS, REACHING OVER 25,000 CONSTITUENTS. 86830 141461 THE OBSERVATORY - LANDMARKS OPERATES THE PORTLAND OBSERVATORY (1807) A NATIONAL HISTORIC LANDMARK AS A HISTORIC SITE, WHICH ATTRACTS OVER 14,000 VISITORS ANNUALLY. THE OBSERVATORY IS THE LAST REMAINING HISTORIC MARITIME SIGNAL TOWER IN THE COUNTRY. IT WAS USED TO SIGHT INCOMING SHIPS TO PORTLAND HARBOR, USING A POWERFUL TELESCOPE AT THE TOP. FLAGS WERE FLOWN TO INDICATE A SHIP COMING INTO PORT. 35169 4125 PRESERVATION SERVICES - LANDMARKS PROVIDES INFORMATION ABOUT REHABILITATING HISTORIC BUILDINGS, HISTORIC PRESERVATION TAX CREDITS, ENERGY EFFICIENCY ISSUES, AND HISTORIC AND NEW DESIGN CONCERNS THROUGH PUBLICATIONS, THE QUARTERLY LANDMARKS MAGAZINE, THE PRESERVATION DIRECTORY AND THE OLD HOUSE TRADE SHOW. 100563 16 NEWSLETTER - $19,151ADVOCACY - $61,620PUBLICATIONS - $2,695COMMUNICATIONS & PLANNING - $16,816TOURS - $281 100563 16 250754 1 1 0 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 7 0 1 16 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 X SARAH HANSEN 2077745561 93 HIGH STREET PORTLAND ME 04101 ED GARDNER PRESIDENT 6.00 X X 0 0 0 NATE STEVENS FIRST VICE PRESIDENT 4.00 X X 0 0 0 BRUCE ROULLARD TREASURER 6.00 X X 0 0 0 JANE HURD SECRETARY/CLERK 4.00 X X 0 0 0 JANE BATZELL MEMBER AT LARGE 4.00 X 0 0 0 PATTI BUTLER MEMBER AT LARGE 4.00 X 0 0 0 CAROL DE TINE MEMBER AT LARGE 2.00 X 0 0 0 FRANCESCA GALLUCCIO-STEELE BOARD MEMBER 2.00 X 0 0 0 JANE BRIGGS BOARD MEMBER 2.00 X 0 0 0 RICHARD GILBANE BOARD MEMBER 2.00 X 0 0 0 ELAINE CLARK BOARD MEMBER 2.00 X 0 0 0 KATE GRIFFITH BOARD MEMBER 2.00 X 0 0 0 WILLIAM HALL BOARD MEMBER 2.00 X 0 0 0 LYNN HALLETT BOARD MEMBER 2.00 X 0 0 0 CANDICE THORNTON LEE BOARD MEMBER 2.00 X 0 0 0 PATRICK MORIN BOARD MEMBER 2.00 X 0 0 0 JAY NORRIS BOARD MEMBER 2.00 X 0 0 0 SALLY OLDHAM BOARD MEMBER 2.00 X 0 0 0 RHODA SMITH RENSCHLER BOARD MEMBER 2.00 X 0 0 0 JACK VREELAND BOARD MEMBER 2.00 X 0 0 0 RACHEL AMBROSE BOARD MEMBER 2.00 X 0 0 0 THOMAS ELLIMAN BOARD MEMBER 2.00 X 0 0 0 HILLARY BASSETT EXECUTIVE DIRECTOR 40.00 X 63276 0 3406 63276 0 3406 0 0 0 0 0 53600 292099 345699 OBSERVATORY ADMISSIONS 900099 135356 135356 MEMBERSHIP DUES 909999 22140 22140 EDUCATION PGMS, TOURS 900099 10470 10470 NEWSLETTER ADVERTISING 541800 5472 5472 PRESERVATION SERVICES 900099 4125 4125 177563 7527 7527 101635 91728 9907 9907 9907 68512 53600 65821 2691 2691 20024 13919 6105 6105 MISCELLANEOUS 900099 16 16 16 549508 178212 15379 10218 106038 37980 50334 17724 161787 138901 22886 10904 10904 22051 15202 2907 3942 30112 30112 33344 26303 7041 5713 4538 1175 32875 18336 12754 1785 11250 10938 312 27826 27826 724 270 454 24915 24915 3699 3699 MAINTENANCE 17336 17336 OTHER 15188 7531 5013 2644 STAFF DEVELOPMENT 4064 445 3369 250 DUES 2179 1248 931 510005 250754 209708 49543 103689 137841 20816 9631 1750 250 12697 2580 43659 34606 2661 3671 2656793 514020 2131172 2142773 363291 384198 2679735 2715550 24782 29256 5855 10600 432925 402577 463562 442433 X 2132539 2204846 83634 68271 2216173 2273117 2679735 2715550 39503 17441 0 X X 0 1 X 1 0 X 302194 206217 258014 261569 345699 1373693 302194 206217 258014 261569 345699 1373693 66494 1307199 15924 14008 8060 11063 7527 56582 1565 1983 3548 1433823 1064877 0.91170 0.92800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 13 0.00 13 2 1 0 25.00 1000 X X 0 74031 23644 5057 102732 66323 705 7003 74031 47195 14200 4928 66323 45363 1832 47195 42932 2584 -153 45363 1.00000 0.00000 0.00000 0 0 525000 525000 1983786 448433 1535353 24912 22760 2152 123095 42827 80268 2142773 X 672596 17441 105647 123088 549508 0 549508 615652 105647 105647 510005 0 510005 PART II, LINE 9: GREATER PORTLAND LANDMARKS, INC. HOLDS SEVERAL EASEMENTS ON HISTORIC PROPERTIES IN PORTLAND, THE MAJORITY OF WHICH ARE PROPERTIES IT RESTORED IN THE LATE 1970'S AND EARLY 1980'S BEFORE PORTLAND HAD AN HISTORIC PRESERVATION ORDINANCE. THE CONSERVATION EASEMENTS ARE NOT INCORPORATED INTO THE OPERATING BUDGET, NOR SHOWN ON THE FINANCIAL STATEMENTS. PART III, LINE 1A: NOT DISCLOSED IN THE FINANCIAL STATEMENTS. PART III, LINE 4: THE ORGANIZATION OWNS HISTORIC BOOKS, SURVEYS AND PHOTOGRAPHS (MOST OF WHICH ARE OF THE PORTLAND AREA) THAT PROVIDE A RESOURCE FOR FUTURE PRESERVATION AND A GLIMPSE OF THE HISTORIC PAST OF THE GREATER PORTLAND AREA. PART V, LINE 4: THE PURPOSE OF THE FUND IS TO GENERATE INCOME TO BE USED TO HELP MEET THE OPERATING AND NON-OPERATING NEEDS OF THE ORGANIZATION. WITHDRAWALS FROM THE FUND REQUIRE BOARD APPROVAL AND ARE INTENDED TO BE USED FOR EMERGENCIES, FOR INVESTMENT IN NEW PROGRAMS OR OTHER STRATEGIC OBJECTIVES, OR TO SUPPLY NEEDED CAPITAL. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATINO BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 91,728. COST OF MERCHANDISE SOLD 13,919. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 13,919. RENTAL EXPENSES 91,728. HOUSE GALA 75665 29700 45965 38221 OLD HOUSE TRADE SHOW 46447 23900 22547 24148 122112 53600 68512 62369 62369 6143 X 0 HISTORICAL BOOKS & PUB'S 0 0 1 0 PART I, LINE 33: BOOKS AND PERIODICALS RECEIVED BY THE ORGANIZATION ARE NOT VALUED NOR REPORTED IN THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ALL PERSONS REGARDLESS OF RACE, COLOR, RELIGION, AGE, NATIONAL ORIGIN, SEX, OR SEXUAL PREFERENCE. PERSONS BECOME MEMBERS UPON FILING OF A MEMBERSHIP APPLICATION AND PAYMENT OF DUES. MEMBERS UPON JOINING AGREE TO COMPLY WITH THE BY-LAWS AND ALL APPLICABLE POLICIES OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERSHIP PROVIDED, HOWEVER, THAT THE BOARD OF TRUSTEES MAY ELECT UP TO THREE NEW TRUSTEES DURING EACH FISCAL YEAR TO SERVE UNTIL THE NEXT ANNUAL MEETING OF THE MEMBERSHIP AND UNTIL HIS OR HER SUCCESSOR IS ELECTED AND QUALIFIED. THE BOARD OF TRUSTEES SHALL BE ELECTED TO SERVE STAGGERED TERMS SUCH THAT APPROXIMATELY ONE-THIRD OF THE BOARD SHALL BE ELECTED EVERY YEAR. THIS STAGGERED ELECTION SYSTEM SHALL APPLY TO ANY ADDITIONAL TRUSTEES WHO ARE ADDED. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BY-LAWS MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B GREATER PORTLAND LANDMARKS FINANCE COMMITTEE OF THE BOARD OF TRUSTEES WILL REVIEW THE DRAFT FORM 990, AND WORK WITH THE STAFF OF THEIR INDEPENDENT ACCOUNTANTS TO RESOLVE ANY QUESTIONS. ONCE ANY QUESTIONS ARE RESOLVED, THE FINANCE COMMITTEE WILL APPROVE THE FORM 990, WHICH PRIOR TO FILING, WILL BE CIRCULATED ELECTRONICALLY TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR INFORMATION AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR EACH BOARD MEMBER SIGNS THE CONFLICT OF INTEREST POLICY AND DECLARES ANY CONFLICTS. ON AN ISSUE BY ISSUE BASIS, THE ORGANIZATION ASKS THE BOARD MEMBERS IF THERE ARE ANY CONFLICTS OF INTEREST PRIOR TO VOTING. BOARD MEMBERS ARE EXPECTED TO EXCUSE THEMSELVES FROM VOTING WHEN A CONFLICT IS DEEMED TO EXIST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IS BASED ON AN ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE WHICH IS THEN RECOMMENDED TO THE FULL BOARD AS PART OF THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF GREATER PORTLAND LANDMARKS. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.