2020-02-12T12:06:15-06:00 2019-03-31 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2018-04-01 020260158 STRAWBERY BANKE MUSEUM STRA 6034331100 PO BOX 300 PORTSMOUTH NH 038020300 LAWRENCE YERDON PRESIDENT 6034331100 2020-02-10 1 THOMAS EMERY P00532592 2077732986 50.75.30.218 2020-02-10 18:50:27 ES P C04D53449D88B9CA1009FA6FCCCFDED8547CE51D C04D53449D88B9CA1009FA6FCCCFDED8547CE51D 2018 2020-09-23 17:36:50Z LAWRENCE YERDON PO BOX 300 PORTSMOUTH NH 038020300 3506193 0 X WWW.STRAWBERYBANKE.ORG X 1967 NH THE MUSEUM'S MISSION IS TO PROMOTE UNDERSTANDING OF THE LIVES OF INDIVIDUALS AND THE VALUE OF COMMUNITY THROUGH ENCOUNTERS WITH THE HISTORY AND ONGOING PRESERVATION OF A NEW ENGLAND SEAPORT COMMUNITY. 25 24 121 300 0 0 1488720 1521584 1042437 1081223 200485 150033 511927 523649 3243569 3276489 0 0 0 0 1540193 1618899 0 0 464924 1650113 1813623 3190306 3432522 53263 -156033 12272569 12199369 409053 500195 11863516 11699174 X THE MUSEUM'S MISSION IS TO PROMOTE UNDERSTANDING OF THE LIVES OF INDIVIDUALS AND THE VALUE OF COMMUNITY THROUGH ENCOUNTERS WITH THE HISTORY AND ONGOING PRESERVATION OF A NEW ENGLAND SEAPORT COMMUNITY. 0 0 2377711 1121639 STRAWBERY BANKE MUSEUM [SBM] IS AN OUTDOOR LIVING HISTORY MUSEUM IN PORTSMOUTH, NH. - IT INTERPRETS 400-YEAR HISTORY OF A SEAPORT COMMUNITY. SBM PRESERVES AND MAINTAINS THIRTY-NINE HISTORIC STRUCTURES, TWO MODERN BUILDINGS (THE TYCO VISITORS CENTER AND THE CARTER COLLECTIONS CENTER), EXTENSIVE PERIOD GARDENS, A LARGE ARCHAEOLOGY COLLECTION, AND AN EXTENSIVE COLLECTION OF ARTIFACTS [25,000+] DATING FROM THE PERIOD 1653 TO 1960. TWENTY OF THE HISTORIC STRUCTURES ARE RESTORED AND OPEN TO THE PUBLIC. IN 2018, SBM PRODUCED AN EXTENSIVE AND VARIED EDUCATIONAL PROGRAM FOR OVER 110,000 VISITORS. THE SITE IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. LARGEST PROGRAM SERVICES: SCHOOL PROGRAMS AND OFFERINGS FOR FAMILIES. THE DAILY PROGRAM [MAY THROUGH OCTOBER] OFFERS AN EXTENSIVE AND VARIED SCHEDULE OF OFFERINGS - INCLUDING EXHIBITIONS, ROLE-PLAYING, HOUSE-TOURS, CRAFTS, COOKING AND HORTICULTURE DEMONSTRATIONS, AND SPECIAL-SUBJECT TOURS. THE RESTORATION PROGRAM CONTINUES TO RESTORE HISTORIC SBM'S HISTORIC STRUCTURES TO REFLECT CURRENT RESEARCH AND BEST PRACTICES. IN 2014, THE MUSEUM OPENED THE LABRIE FAMILY SKATE AT PUDDLE DOCK POND, A 19TH CENTURY OUTDOOR, SEASONAL ICE SKATING RINK ON THE GROUNDS OF THE MUSEUM. THE SITE PROVIDES ICE SKATING IN A HISTORIC ATMOSPHERE AND BRINGS A COMMUNITY EXPERIENCE TO THE AREA. THE FACILITY OFFERS SOCIAL, RECREATIONAL AND PERFORMING ARTS OPPORTUNITIES AND PROGRAMS FOR THE PHYSICALLY AND VISUALLY IMPAIRED. 2377711 1 1 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 121 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X X SARAH TERENZIO 6034227518 PO BOX 300 PORTSMOUTH NH 038020300 ZACHARY SLATER CHAIR 3.00 X X 0 0 0 CYNTHIA FENNEMAN VICE CHAIR 2.00 X X 0 0 0 KATHY WILLIAMS KANE TREASURER 2.00 X X 0 0 0 MARCIA CRONIN SECRETARY 2.00 X X 0 0 0 PAUL BARKWORTH TRUSTEE 1.00 X 0 0 0 ROBYN A ALDO TRUSTEE 1.00 X 0 0 0 MARK CONNOLLY TRUSTEE 1.00 X 0 0 0 TIMOTHY W DEMPSEY TRUSTEE 1.00 X 0 0 0 MARTHA FULLER CLARK TRUSTEE 1.00 X 0 0 0 GERALD WR WARD TRUSTEE 1.00 X 0 0 0 WILLIAM KATH TRUSTEE 1.00 X 0 0 0 MATTHEW A MCFARLAND TRUSTEE 1.00 X 0 0 0 PATRICIA MEYERS TRUSTEE 1.00 X 0 0 0 ALISON JEWETT TRUSTEE 1.00 X 0 0 0 BEN ST JEAN TRUSTEE 1.00 X 0 0 0 ANNE S WEIDMAN TRUSTEE 1.00 X 0 0 0 ALLISON M POTTER TRUSTEE 1.00 X 0 0 0 JOHN PRATT JR TRUSTEE 1.00 X 0 0 0 SUSAN LABRIE TRUSTEE 1.00 X 0 0 0 GIBSON KENNEDY TRUSTEE 1.00 X 0 0 0 PATSY OSTRANDER TRUSTEE 1.00 X 0 0 0 THOMAS HAND TRUSTEE 1.00 X 0 0 0 PETER REED TRUSTEE 1.00 X 0 0 0 ELISABETH BARTLETT STURGES TRUSTEE 1.00 X 0 0 0 LAWRENCE YERDON PRESIDENT & CEO 40.00 X 99183 0 7074 99183 0 7074 0 0 0 0 0 161498 31500 27818 1300768 25369 1521584 ADMISSION INCOME 900099 416364 416364 PUDDLE DUCK POND PROGR 900099 268029 268029 PROGRAM EVENTS 900099 245668 245668 EDUCATIONAL PROGRAMS 900099 151162 151162 1081223 150033 150033 578506 171083 407423 407423 407423 123300 31500 47490 75810 75810 23343 11131 12212 12212 MISCELLANEOUS 900099 28204 28204 28204 3276489 1121639 0 633266 106074 35358 35358 35358 1286895 815098 265532 206265 19125 12288 4714 2123 103471 67690 17820 17961 103334 63242 21984 18108 26193 26193 145 145 229915 214551 15364 61438 54072 7366 121508 87852 24031 9625 30513 4941 25572 195486 195486 565 565 9153 9153 2642 1109 214 1319 267097 267097 81463 6612 74851 PROGRAM EXPENSES 373282 221056 152226 MAINTENANCE 137085 102592 34493 EVENT EXPENSES 134950 134950 MISCELLANEOUS 65440 42072 23368 76748 51080 11095 14573 3432522 2377711 589887 464924 378154 212216 298332 378414 80717 213617 45266 51052 15505 19407 25972 18911 9017122 3418478 5593375 5598644 5156104 5048678 679144 658430 12272569 12199369 259088 320877 81235 65662 68730 73141 0 40515 409053 500195 X 6821413 6456696 817542 847631 4224561 4394847 11863516 11699174 12272569 12199369 X -156033 12406 -20715 X X 0 1 X 1 0 X 2613415 1255784 1417592 1488720 1521584 8297095 2613415 1255784 1417592 1488720 1521584 8297095 439925 7857170 540832 484089 647318 738329 728539 3139107 55242 84978 70209 72757 75810 358996 11795198 5380023 0.66610 0.63890 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: THE ORACLE HOUSE (PORTSMOUTH, NH) DATE: 01/11/16 AMOUNT: 1555000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 X X X X 0 4182967 191000 225445 270238 4329174 3946758 47048 375492 186331 4182967 3725942 423146 202330 3946758 3904149 61120 -96720 142607 3725942 3182846 717890 194335 190922 3904149 0.07120 0.86310 0.06570 0 0 215331 215331 7646902 2365801 5281101 1154889 1052677 102212 5598644 BENEFICIAL INTEREST IN TRUST FUNDS HELD BY THE NH CHARITABLE FOUNDATION 658430 658430 CAPITAL LEASE OBLIGATION 40515 40515 X 3497885 12406 229704 242110 3255775 20714 20714 3276489 3662227 229705 229705 3432522 0 3432522 PART II, LINE 9: PRESERVATION EASEMENTS HELD BY STRAWBERY BANKE MUSEUM ARE NOT INCLUDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART III, LINE 1A: AS PERMITTED BY GAAP, THE MUSEUM HAS ELECTED NOT TO CAPITALIZE ITS COLLECTIONS, THE FOLLOWING DISCLOSURES ARE INCLUDED IN THE MUSEUM'S FINANCIAL STATEMENTS. THE INSURED VALUE OF THE COLLECTION OBJECTS AND BUILDINGS AT MARCH 31, 2019 WAS $11,161,071. "IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, THE COLLECTIONS OF BOOKS, MANUSCRIPTS, FURNITURE, AND OTHER OBJECTS, AND HISTORICAL BUILDINGS PURCHASED AND DONATED ARE NOT INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION. THE MUSEUM EMPLOYS A CURATOR TO ENSURE THAT ITS HISTORICAL BUILDINGS AND COLLECTIONS ARE PROTECTED AND PRESERVED. PURCHASES OF COLLECTION ITEMS ARE INCLUDED IN OTHER CHARGES IN THE STATEMENTS OF ACTIVITIES AS A CHANGE IN NET ASSETS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES." "BUILDINGS RELATED TO THE PRESERVATION AND/OR EDUCATIONAL MISSION OF THE MUSEUM ARE CLASSIFIED AS PART OF THE COLLECTION AND, AS DESCRIBED IN THE PRECEDING PARAGRAPH, ARE NOT CAPITALIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION." PART V, LINE 4: TO PROVIDE INVESTMENT INCOME AND GAINS TO FURTHER VARIOUS ACTIVITIES OF THE MUSEUM. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE MUSEUM AND RECOGNIZE A TAX LIABILITY IF THE MUSEUM HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES. THE MUSEUM 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: COST OF SALES 11,131. SPECIAL EVENT EXPENSES 47,490. RENTAL EXPENSES 171,083. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 20,714. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 11,131. SPECIAL EVENTS EXPENSES 47,490. RENTAL EXPENSES 171,083. ROUNDING 1. VINTAGE & VINE 122181 24000 98181 31547 PASSPORT 32619 7500 25119 15943 154800 31500 123300 47490 47490 75810 X 1 25369 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY OUR INDEPENDENT AUDIT FIRM. PRIOR TO FILING, A COMPLETE DRAFT IS REVIEWED BY THE MUSEUM'S PRESIDENT, ITS CHIEF FINANCIAL OFFICER AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM REQUIRES ALL EMPLOYEES AND BOARD MEMBERS TO FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORMS ARE REVIEWED PERIODICALLY AND ANY POTENTIAL CONFLICTS OF INTERESTS WILL BE DEALT WITH ON A CASE BY CASE BASIS IN ORDER TO STAY COMPLIANT WITH POLICY. FORM 990, PART VI, SECTION B, LINE 15 UPON INITIAL HIRING OF THE EXECUTIVE DIRECTOR, COMPARABILITY DATA AND AN INDEPENDENT RESEARCH FIRM WAS USED FOR DETERMINATION OF INITIAL SALARY. THEREAFTER, THE EXECUTIVE DIRECTOR IS EVALUATED ANNUALLY BY THE BOARD OF TRUSTEES, AT WHICH TIME THEY APPROVE A COMPENSATION LEVEL FOR THE UPCOMING YEAR BASED ON THE SALARY SURVEY DEVELOPED BY THE NEW ENGLAND MUSEUM ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THEIR ADMINISTRATIVE OFFICES IN PORTSMOUTH, NEW HAMPSHIRE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -20,714. ROUNDING -1. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE DURING THE YEAR.