2019-01-30T12:45:20-06:00 2018-03-31 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2017-04-01 020260158 STRAWBERY BANKE MUSEUM STRA 6034331100 PO BOX 300 PORTSMOUTH NH 038020300 LAWRENCE YERDON PRESIDENT 6034331100 2019-01-29 1 THOMAS EMERY P00532592 2077732986 50.75.30.218 2019-01-29 11:04:17 ES P C04D53449D88B9CA1009FA6FCCCFDED8547CE51D C04D53449D88B9CA1009FA6FCCCFDED8547CE51D 2017 2019-02-21 02:37:17Z LAWRENCE YERDON PO BOX 300 PORTSMOUTH NH 038020300 3449352 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 24 114 260 0 0 1417592 1488720 1057393 1042437 118497 200485 477482 511927 3070964 3243569 0 0 0 0 1534352 1540193 0 0 221270 1670590 1650113 3204942 3190306 -133978 53263 11852632 12272569 282083 409053 11570549 11863516 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 2367234 1093812 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 2016, SBM PRODUCED AN EXTENSIVE AND VARIED EDUCATIONAL PROGRAM FOR OVER 94,000 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. 2367234 1 1 0 0 0 0 1 1 0 1 1 0 0 1 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 0 0 0 0 0 0 0 0 1 30 0 1 114 1 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 GIBSON MIKE KENNEDY 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 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 A 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 KATHY WILLIAMS KANE 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 98527 0 11541 98527 0 11541 0 0 0 0 0 149762 23000 52573 1263385 1488720 ADMISSION INCOME 900099 454713 454713 PROGRAM EVENTS 900099 240678 240678 PUDDLE DUCK POND PROGR 900099 200585 200585 EDUCATIONAL PROGRAMS 900099 146461 146461 1042437 200485 200485 537844 150049 387795 387795 387795 122807 23000 50050 72757 72757 12836 5684 7152 7152 MISCELLANEOUS 900099 44223 44223 44223 3243569 1093812 0 661037 107664 35888 35888 35888 1206723 810816 264221 131686 17113 11466 4086 1561 112885 72513 28275 12097 95808 62700 21483 11625 26350 26350 100 100 232541 225552 6989 65695 59598 6097 115816 88371 16893 10552 23171 5166 18005 202340 202340 3771 1704 1872 195 13694 13694 1279 1014 265 260651 260651 72774 6858 65916 PROGRAM EXPENSES 215555 215555 MAINTENANCE 128670 116128 12542 EVENT EXPENSES 118788 118788 CAPITAL ADMIN FUND EXPE 49624 49624 119294 72126 35599 11569 3190306 2367234 601802 221270 379733 378154 252031 298332 169548 80717 22196 45266 13942 15505 20874 25972 8744756 3151381 5573546 5593375 4775194 5156104 645568 679144 11852632 12272569 201695 259088 47119 81235 33269 68730 282083 409053 X 6838091 6821413 541474 817542 4190984 4224561 11570549 11863516 11852632 12272569 X 53263 288239 -73193 24658 X X 0 1 X 1 0 X 1792120 2613415 1255784 1417592 1488720 8567631 1792120 2613415 1255784 1417592 1488720 8567631 1031503 7536128 482971 540832 484089 647318 738329 2893539 51256 55242 84978 70209 72757 334442 11795612 5065449 0.63890 0.64550 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: THE ORACLE HOUSE (PORTSMOUTH, NH) DATE: 01/11/16 AMOUNT: 1555000. X 1 1 X X X X 0 3946758 47048 375492 186331 4182967 3725942 423146 202330 3946758 3904149 61120 -96720 142607 3725942 3182846 717890 194335 190922 3904149 3074157 17296 329727 238334 3182846 0.07800 0.84750 0.07450 0 0 215331 215331 7438408 2111457 5326951 1091017 1039924 51093 5593375 BENEFICIAL INTEREST IN TRUST FUNDS HELD BY THE NH CHARITABLE FOUNDATION 679144 679144 X 3778982 288239 7814 239360 535413 3243569 0 3243569 3412822 7814 214702 222516 3190306 0 3190306 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, 2018 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: THE MUSEUM FOLLOWS THE PROVISIONS OF FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE CRITERIA THAT AN INDIVIDUAL TAX POSITION MUST SATISFY FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT ALSO PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY-THAN-NOT, AND A MEASUREMENT ATTRIBUTE FOR ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, IN ORDER FOR THOSE TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THERE WERE NO LIABILITIES (OR REDUCTION IN AMOUNTS REFUNDABLE) FOR UNRECOGNIZED TAX BENEFITS AT MARCH 31, 2018 AND 2017, AND NO INTEREST OR PENALTIES WERE ACCRUED. THE MUSEUM IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED MARCH 31, 2015 THROUGH 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 5,684. SPECIAL EVENT EXPENSES 50,050. RENTAL EXPENSES 150,049. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST FUNDS 33,577. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 5,684. SPECIAL EVENTS EXPENSES 50,050. RENTAL EXPENSES 150,049. BAD DEBT EXPENSE 8,919. VINTAGE & VINE 108081 18000 90081 36292 PASSPORT 37726 5000 32726 13758 145807 23000 122807 50050 50050 72757 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: BAD DEBT EXPENSE -8,919. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 33,577. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE DURING THE YEAR. PART XI, LINE 9 - PRIOR PERIOD ADJUSTMENT: CORRECTION OF PRIOR YEAR DEPRECIATION EXPENSE.