2020-02-18T10:48:27-06:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2018-07-01 042262880 HISTORIC DEERFIELD INC HIST 4137745581 PO BOX 321 DEERFIELD MA 01342 DEBORAH KALLMAN ASSISTANT TREASURER 4137745581 2020-02-10 1 TIMOTHY WARREN P01685856 6179848100 67.137.57.251 2020-02-10 15:31:32 ES P E6BE2FC7BDF6415C53E2430FF741795AA272F00C 2214F49F236FFDE6FF72B8558D9366204581BA9A 2018 2020-09-23 17:36:50Z PHILIP ZEA 84B OLD MAIN ST DEERFIELD MA 01342 36997232 0 X WWW.HISTORIC-DEERFIELD.ORG X 1952 MA HISTORIC DEERFIELD OPENS DOORS TO NEW PERSPECTIVES THAT INSPIRE PEOPLE TO SEEK A DEEPER UNDERSTANDING OF THEMSELVES, THEIR COMMUNITIES, AND THE WORLD. 20 20 221 54 192130 0 1715257 1916178 2847191 2536333 2641607 2092503 181399 240062 7385454 6785076 4200 2700 0 0 4126512 4131118 0 0 573003 3525416 3350563 7656128 7484381 -270674 -699305 65062522 64167841 1225516 1228820 63837006 62939021 X HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORATIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE COLLECTIONS IN THOSE BUILDINGS. THE GOAL OF HISTORIC DEERFIELD IS TO PROVIDE THE TRAVELING PUBLIC, STUDENTS AND FAMILIES WITH A DAY-LONG EXPERIENCE IN A PLACE DEFINED BY AUTHENTICITY, HUMAN SCALE, PROFOUND HISTORIC PRESERVATION AND BEAUTY THAT DELIVERS AN UNDERSTANDING OF EARLY NEW ENGLAND LIFE WITH A MEMORABLE RECREATIONAL EVENT OF THE BEST POSSIBLE KIND. 0 0 2570545 209717 HISTORIC DEERFIELD IS A UNIQUE MUSEUM, WHICH MAINTAINS 55 BUILDINGS (12 OF WHICH ARE OPEN TO THE PUBLIC) AND FOCUSES ON THE SIGNIFICANCE OF SMALL-TOWN AMERICA TO OUR NATIONAL CULTURE. HISTORIC DEERFIELD OFFERS A BROAD RANGE OF PROGRAMMING RELATED TO THE CORE AREAS OF ITS MISSION: HISTORY, PRESERVATION, MATERIAL CULTURE STUDIES, AND NATURAL HISTORY. FAMILY PROGRAMMING AT THE HISTORY WORKSHOP DURING THE YEAR INCLUDED "TEA TIME: ALL ABOUT TEA, AND "A CLEAN SWEEP: THE HISTORY AND CRAFTING OF BROOMS." HISTORIC DEERFIELD ALSO OFFERED NUMEROUS OPEN HEARTH COOKING CLASSES AND AN AUTUMN SLATE OF UNIQUE HISTORIC TRADE DEMONSTRATIONS. SPECIAL PROGRAMS INCLUDED THE PATRIOTS' DAY REVOLUTIONARY MUSTER, MR. POTTER'S NINETEENTH-CENTURY MAGIC SHOW, GIFT MAKING, AND FAMILY-FRIENDLY SONGS AND STORIES. SPECIAL TOPIC PROGRAMS HIGHLIGHTED THE MUSEUM'S WEALTH OF MATERIAL CULTURE. A FASHION SYMPOSIUM IN SEPTEMBER PROVIDED AN IN-DEPTH LOOK AT THE BROAD MEANINGS OF CONFLICT ON CLOTHING AND TEXTILES THAT DEFINED CULTURE IN NORTH AMERICA, AND A ONE-DAY PROGRAM IN APRIL EXPLORED THE VARIOUS FURNITURE MAKERS AND THEIR CUSTOMERS IN THE CONNECTICUT RIVER VALLEY. EXHIBITIONS INCLUDED "DRESSED REHEARSAL: CLOTHING AND PERFORMANCE," A DISPLAY OF COSTUMES IN THE MUSEUM HOUSES WHICH LOOKED AT THE WAYS AMERICANS PERFORMED A ROLE AS THEY DRESSED FOR DIFFERENT OCCASIONS IN PRIVATE AND PUBLIC SPACES. ALSO THE EXHIBITION "INSPIRED DESIGN: ASIAN DECORATIVE ARTS AND THEIR ADAPTATIONS," WHICH HIGHLIGHTED THE INFLUENCE OF GLOBAL PRODUCTS ON LOCALLY MADE GOODS, OPENED IN THE FLYNT CENTER OF EARLY NEW ENGLAND LIFE IN MARCH. THE SUMMER LECTURE SERIES, "READING OBJECTS, FINDING HISTORIES," EXPLORED WHAT ARTIFACTS CAN TEACH US AS BRIDGES BETWEEN PAST AND PRESENT. THE WINTER LECTURE SERIES, "NATIVE VOICES: RECOVERING AMERICAN HISTORIES," WAS DEVOTED TO RE-CENTERING INDIGENOUS PEOPLES' EXPERIENCE AND PERSPECTIVES WITHIN BROADER AMERIAN NARRATIVES AND HISTORIES. THREE NATIONALLY-KNOWN ACADEMIC LECTURERS PARTICIPATED. THIS PAST YEAR THE MUSEUM ADDED 110 OBJECTS TO ITS EXTENSIVE COLLECTION OF APPROXIMATELY 27,000 ARTIFACCTS AND WELCOMED 14,000 VISITORS AND PROGRAM PARTICIPANTS DURING THE YEAR. 311296 2700 8961 HISTORIC DEEFIELD'S PUBLIC HISTORIAN DEVELOPS AND OVERSEES ANNUAL LECTURE SERIES IN HISTORY AND COLLABORATES TO CREATE PROGRAMS FOR GENERAL AND ACADEMIC AUDIENCES. ACADEMIC PROGRAMS FOCUS ON THE INTERDISCIPLINARY USE OF HISTORY AND RELATED FIELDS WITH A COMMITMENT TO INCREASING ATTENDANCE, EXPANDING MUSEUM AUDIENCES AND FOSTERING HISTORIC DEERFIELD'S AFFILIATION WITH FIVE COLLEGES, INC., AS WELL AS OTHER COLLEGE FACULTY MEMBERS AND MUSEUM STAFF AT OTHER INSTITUTIONS. THE PUBLIC HISTORIAN TEACHES A COURSE IN MATERIAL CULTURE FOR UNDERGRADUATE AND GRADUATE STUDNETS IN THE FIVE COLLEGES OFFERED THROUGH SMITH COLLEGE AND DIRECTS HISTORIC DEERFIELD'S SUMMER FELLOWSHIP PROGRAM. THE SUMMER FELLOWSHIP PROGRAM WAS ESTABLISHED IN 1956. THIS NINE-WEEK RESIDENTIAL PROGRAM IS DESIGNED FOR UNDERGRADUATE RISING SENIORS AND GRADUATING SENIORS. SIX FELLOWS COMPLETED THE PROGRAM LAST FISCAL YEAR AND OVER 450 HAVE COMPLETED THE PROGRAM SINCE ITS INCEPTION. APPROXIMATELY 75% OF SUMMER FELLOWS PURSUE CAREERS IN THE MUSEUM OR MATERIAL CULTURE FIELDS. THE LIBRARY ADDED 395 ITEMS TO ITS COLLECTION OF APPROXIMATELY 24,750, MOST NOTABLY A DONATION OF 186 ANTIQUARIAN BOOKS ON EARLY DESIGN, ARCHITECTURE, MATERIAL CULTURE, AND AESTHETICS. 2632447 1999718 THE DEERFIELD INN WAS PURCHASED BY HENRY AND HELEN GEIER FLYNT, THE FOUNDERS OF WHAT IS NOW KNOWN AS HISTORIC DEERFIELD, INC., IN 1945. THE FLYNTS ENVISIONED HISTORIC DEERFIELD AS A QUINTESSENTIAL RURAL NEW ENGLAND VILLAGE WITH AUTHENTIC HISTORIC BUILDINGS DATING BACK TO 1714. A VISIT TO HISTORIC DEERFIELD IS CONSIDERED A TWENTY-FOUR HOUR EVENT AND IS MORE THAN SIMPLY TOURING A HOUSE OR ATTENDING A LECTURE. RATHER, IT IS AN EXPERIENCE THAT ENCOMPASSES WALKS ALONG OLD MAIN STREET, RECREATION, LEARNING, MEALS, AND PERHAPS AN OVERNIGHT STAY. IN ADDITION TO THE STORIES WE TELL OF THE PEOPLE WHO LIVED HERE, A RANGE OF OTHER EDUCATIONAL OPPORTUNITIES EXIST AS EDUCATION HAS ALWAYS BEEN AND REMAINS A STRONG COMPONENT OF HISTORIC DEERFIELD'S MISSION. THE DEERFIELD INN SUPPORTS THESE MUSEUM ACTIVITIES AS IT CATERS EVENTS AND MEALS, HOUSES AND FEEDS SPEAKERS AND PROGRAM PARTICIPANTS, AND IS AN IMPORTANT BACKDROP FOR DEVELOPMENT ACTIVITIES. THIS PAST YEAR, THE INN WELCOMED OVER 7,000 GUESTS AND CHAMPNEY'S SERVED OVER 62,000 GUESTS. 305030 300565 THE MUSEUM GIFT SHOP AND BOOKSTORE FEATURES BOOKS WITH A REGIONAL FOCUS AND AMERICAN ARTISANS WHO OFFER HISTORIC CRAFTS FOR A CONTEMPORARY AUDIENCE. A COLLECTION OF CHILDREN'S ITEMS AND BOOKS DELIGHT PARENTS AND CHILDREN ALIKE WHILE GIFTS BASED ON ITEMS FROM THE MUSEUM'S COLLECTION GIVE VISITORS A PIECE OF HISTORIC DEERFIELD TO TAKE WITH THEM. THE STORE ALSO OFFERS POP-UP SHOPS FOR LOCAL ARTISTS. THE STORE SERVED OVER 19,000 VISITORS THIS PAST FISCAL YEAR. 305030 300565 5819318 1 1 0 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 40 0 221 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DEBORAH B KALLMAN 4137757167 C/O HISTORIC DEERFIELD 84B OLD MAIN DEERFIELD MA 01342 JOSEPH P GROMACKI CHAIR 2.00 X X 0 0 0 ANNE K GROVES VICE CHAIR 2.00 X X 0 0 0 ANN W LORD TREASURER 2.00 X X 0 0 0 LYNDA MCCURDY HOTRA SECRETARY 2.00 X X 0 0 0 NANCY J BARNARD TRUSTEE 2.00 X 0 0 0 FRASER BENNETT BEEDE TRUSTEE 2.00 X 0 0 0 ANTHONY BERNER TRUSTEE 2.00 X 0 0 0 LAWRENCE C CALDWELL TRUSTEE 2.00 X 0 0 0 COLIN CALLOWAY TRUSTEE 2.00 X 0 0 0 COURTNEY MARSH CHAPIN TRUSTEE 2.00 X 0 0 0 WESLEY C FREDERICKS TRUSTEE 2.00 X 0 0 0 BARBARA JAMES TRUSTEE 2.00 X 0 0 0 GERALD MINGIN TRUSTEE 2.00 X 0 0 0 LINDSAY ORMSBY TRUSTEE 2.00 X 0 0 0 PAUL PETERS TRUSTEE 2.00 X 0 0 0 CHARLES SCHEWE TRUSTEE 2.00 X 0 0 0 ELLEN M SNYDER-GRENIER TRUSTEE 2.00 X 0 0 0 JOSEPH PETER SPANG TRUSTEE 2.00 X 0 0 0 L EMERSON TUTTLE TRUSTEE 2.00 X 0 0 0 J RITCHIE GARRISONJ RITCHIE GARRI TRUSTEE 2.00 X 0 0 0 PHILIP ZEA PRESIDENT 40.00 X 192010 0 33500 DEBORAH KALLMAN ASSISTANT TREASURER 40.00 X 81215 0 8000 BETSY MCKEE ASSISTANT SECRETARY 24.00 X 15520 0 0 288745 0 41500 1 0 1 0 NEUBERGER BERMAN 605 THIRD AVE NEW YORK NY 10158 INVESTMENT MANAGEMENT 242487 1 1916178 235345 1916178 DEERFIELD INN 721110 2317655 2125525 192130 MUSEUM ADMISSION 900099 209717 209717 ACADEMIC AND FELLOWSHIP INCOME 900099 8961 8961 2536333 1614496 1614496 215044 149740 65304 65304 65304 29494027 909089 28991580 933529 502447 -24440 478007 478007 300565 137307 163258 163258 OTHER INCOME 900099 11500 11500 11500 6785076 2518961 192130 2157807 2700 2700 327187 54675 217837 54675 3033480 2612984 116994 303502 66820 52392 4773 9655 364423 310594 32783 21046 339208 285685 31082 22441 11710 11710 55625 55625 237269 237269 448419 299437 80912 68070 218861 217250 871 740 285052 239114 25740 20198 96085 40138 35219 20728 377898 353771 24127 98602 44742 25361 28499 73078 18454 36568 18056 43477 43477 571397 542232 28131 1034 133352 112317 21035 DEERFIELD INN COGS 477586 477586 OTHER 128680 121426 3086 4168 EQUIPMENT RENTAL AND MA 35147 33821 1135 191 CONSERVATION 33059 33059 25266 25266 7484381 5819318 1092060 573003 X 299557 282513 977405 1423051 34772 42133 449446 439963 50729 21363 24713653 12204660 10884174 12508993 49608695 49238514 2757744 211311 65062522 64167841 684037 671466 34104 117002 507375 440352 1225516 1228820 X 29832543 31248733 12259796 9836327 21744667 21853961 63837006 62939021 65062522 64167841 X -699305 44511 -243191 X 0 1 X 1 0 X 911501 3043874 872914 1715257 1916178 8459724 2702012 3010753 2972388 2918334 2644768 14248255 3613513 6054627 3845302 4633591 4560946 22707979 0 0 0 22707979 1244033 1325572 1282690 1727504 1829540 7409339 1244033 1325572 1282690 1727504 1829540 7409339 68 23947 914 43302 11500 79731 4857614 7404146 5128906 6404397 6401986 30197049 0.75200 0.62670 0.24540 0.25110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 7 116.00 5 1 1 5.00 X X X X X EDUCATIONAL PROGRAMS 0 49556690 152263 1925136 5716888 45917201 31649816 22964167 1714925 6772218 49556690 31341402 227478 3634286 3553350 31649816 32231376 5588709 -2772622 3706061 31341402 36642344 200239 -1546034 3065173 32231376 0.42540 0.47590 0.09870 0 0 533562 533562 20227823 8888204 11339619 475695 291074 184621 2902994 2507447 395547 573579 517935 55644 12508993 X 6636174 44511 -243191 -198680 6834854 237269 -287047 -49778 6785076 7534159 287047 287047 7247112 237269 237269 7484381 PART II, LINE 3: ALL SEVEN OF THE CONVERSATION EASEMENTS HELD BY THE ORGANIZATION WERE ACQUIRED PRIOR TO 2006. THE VALUE OF CONSERVATION EASEMENTS IS INCLUDED IN THE BALANCE SHEET. EXPENSES ASSOCIATED WITH MONITORING, INSPECTING, HANDLING OF VIOLATIONS, AND ENFORCING CONSERVATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCURRED ON THE ORGANIZATION'S REVENUE AND EXPENSES STATEMENT. PART II, LINE 9: ALL SEVEN OF THE CONVERSATION EASEMENTS HELD BY THE ORGANIZATION WERE ACQUIRED PRIOR TO 2006. THE VALUE OF CONSERVATION EASEMENTS IF INCLUDED IN THE BALANCE SHEET. EXPENSES ASSOCIATED WITH MONITORING, INSPECTING, HANDLING OF VIOLATIONS, AND ENFORCING CONSERVATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCURRED ON THE ORGANIZATION'S REVENUE AND EXPENSES STATEMENT. PART III, LINE 4: IN ACCORDANCE WITH THE PRACTICE USUALLY FOLLOWED BY MUSEUMS, THE ORGANIZATION DOES NOT CARRY ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION. SINCE ITEMS ACQUIRED FOR COLLECTIONS BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS ARE REPORTED AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS THAT ARE NOT ADDED TO THE COLLECTION ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENT OF FINANCIAL POSITION AT THEIR FAIR VALUES AT THE DATE OF THE GIFT. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES OTHER THAN UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ALSO HAS RECEIVED CLASSIFICATION AS A MASSACHUSETTS PUBLIC CHARITY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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: CHANGE IN VALUE OF TRUSTS 4,345. CHANGE IN NA RELATED TO COLLECTION ITEMS -248,486. OTHER 950. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -137,307. RENTAL EXPENSES -149,740. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 137,307. RENTAL EXPENSES 149,740. X 1 1 X X 0 1 0 0 0 0 0 0 0 PHILIP ZEA PRESIDENT 192010 0 0 0 0 0 17500 0 16000 0 225510 0 0 0 PART I, LINE 1A THE CEO HAS FURNISHED HOUSING ON THE PREMISES OF THE ORGANIZATION. PART I, LINE 1B THE CEO RESIDES ON THE ORGANIZATION'S PREMISES FOR THE CONVENIENCE OF THE ORGANIZATION. PART I, LINE 4B VICE PRESIDENT OF BUSINESS AFFAIRES/ASSISTANT TREASURER, $12,000, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. X 25 236924 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CAN ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD REVIEWS AND APPROVED THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE TRUSTEES ARE RESPONSIBLE FOR MONITORING THE COMPLETENESS AND ACCURACY OF SUCH DISCLOSURE STATEMENTS. IF CONFLICTS ARE IDENTIFIED THE BOARD OF TRUSTEES ARE REQUIRED TO ANALYZE SUCH POTENTIAL CONFLICTS AND TAKE APPROPRIATE STEPS TO REMEDY IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. COMPARABLE COMPENSATION DATA INFORMS THIS DECISION IN ADDITION TO CONSIDERATION OF RELEVANT EDUCATION AND EXPERIENCE. THE CHIEF EXECUTIVE OFFICER ESTABLISHES THE COMPENSATION FOR OTHER KEY EMPLOYEES WITHIN THE ORGANIZATION USING SIMILAR CRITERIA. FORM 990, PART VI, SECTION C, LINE 19 HISTORIC DEERFIELD PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC AT THEIR WRITTEN REQUEST. FORM 990, PART X, LINE 27, 28, 29 CERTAIN AMOUNTS PRESENTED IN THE FINANCIAL STATEMENTS HAVE BEEN RECLASSIFIED FOR 2018 TO CONFORM TO THE 2019 PRESENTATION. UNRESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS HAVE BEEN RESTATED TO REFLECT A RECLASSIFICATION OF ENDOWMENT ASSETS. THE ORGANIZATION HAS TWO DONOR-RESTRICTED FUNDS IN WHICH THE NET APPRECIATION IS UNRESTRICTED; HOWEVER, IN ACCORDANCE WITH U.S. GAAP SUCH NET APPRECIATION SHOULD BE REFLECTED AS TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE (TIME RESTRICTION). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS 4,345. CHANGE IN NET ASSETS RELATED TO COL -248,486. OTHER 950.