2019-05-09T16:48:15-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2017-07-01 042262880 HISTORIC DEERFIELD INC HIST 4137745581 PO BOX 321 DEERFIELD MA 01342 DEBORAH KALLMAN ASSISTANT TREASURER 4137745581 2019-04-24 1 JUDY DALEY P01294075 6179848100 67.137.57.251 2019-04-24 11:22:48 ED P 49D45E06031322FC5F433B8196F1C5D2180A31DD 176E0DDB0ADBEEF1806F23B64525978F979EB107 2017 2019-02-21 02:37:17Z PHILIP ZEA 84B OLD MAIN STREET DEERFIELD MA 01342 73538828 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. 19 19 214 84 250729 -63455 872914 1715257 281344 2847191 1568332 2641607 2273197 181399 4995787 7385454 6300 4200 0 0 4063317 4126512 0 0 470037 2778061 3525416 6847678 7656128 -1851891 -270674 64735883 65062522 1150778 1225516 63585105 63837006 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 3048149 301311 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 "GET THE BUZZ ON BEES," "SLOWING DOWN TO STAY IN TOUCH: COMMUNICATION BEFORE THE COMPUTER, AND BROOM MAKING. SPECIAL TOPIC PROGRAMS HIGHLIGHTED THE MUSEUM'S MATERIAL CULTURE IN THE AREAS OF EARLY AMERICAN FURNITURE, ENGLISH-MADE DELFTWARE AND EARLY STAFFORDSHIRE EARTHENWARE AND STONEWARES, WHILE FACULTY FROM THREE AREA COLLEGES PRESENTED A PANEL DISCUSSION RELATED TO REINTERPRETATIONS OF THE 17TH-CENTURY CONFLICT LATER REMEMBERED AS KING PHILIP'S WAR. ARCHAEOLOGY AND HISTORIC PRESERVATION ENTHUSIASTS ENJOYED A THREE-SESSION PROGRAM FEATURING LECTURES AND HANDS-ON ACTIVITIES AND THE BUILDING TRADES SYMPOSIUM FOCUSED ON NEW ENGLAND FRAMING OPTIONS IN THE MID-19TH CENTURY. EXHIBITIONS INCLUDED "ROCOCO: CELEBRATING 18TH-CENTURY DESIGN AND DECORATION" IN OBSERVANCE OF THE 300TH ANNIVERSARY OF THOMAS CHIPPENDALE'S BIRTH AND "INTO THE WOODS: CRAFTING EARLY AMERICAN FURNITURE" HIGHLIGHTS THE WORK OF DANIEL CLAY, A CABINETMAKER WHO WORKED IN NEARBY GREENFIELD, MASSACHUSETTS DURING THE EARLY YEARS OF THE 19TH CENTURY. THE VISITOR COUNT FOR THE PAST FISCAL YEAR WAS OVER 16,500. THIS PAST YEAR THE MUSEUM ADDED 85 OBJECTS TO ITS EXTENSIVE COLLECTION OF APPROXIMATELY 27,000 ARTIFACTS, WHILE THE LIBRARY ADDED 223 ITEMS TO ITS COLLECTION OF APPROXIMATELY 24,500 VOLUMES, MOST NOTABLY THE PAPERS OF ELISHA PORTER OF HADLEY, SHERIFF AND COLONEL OF MASSACHUSETTS TROOPS DURING THE REVOLUTION. 116296 4200 8940 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. OVER THREE QUARTERS OF SUMMER FELLOWS PURSUE CAREERS IN THE MUSEUM OR MATERIAL CULTURE FIELDS. 2733201 2286211 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. 193558 321872 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 GIFT SHOP SERVED OVER 21,000 VISITORS THIS PAST FISCAL YEAR. 193558 321872 6091204 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 51 0 214 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DEBORAH KALLMAN 4137757167 C/O HISTORIC DEERFIELD 84B OLD MAIN DEERFIELD MA 01342 JOSEPH P GROMACKI CHAIR 2.00 0.00 X X 0 0 0 ANNE K GROVES VICE CHAIR 2.00 0.00 X X 0 0 0 ANN W LORD TREASURER 2.00 0.00 X X 0 0 0 LYNDA MCCURDY HOTRA SECRETARY 2.00 0.00 X X 0 0 0 NANCY J BARNARD TRUSTEE 2.00 0.00 X 0 0 0 FRASER BENNETT BEEDE TRUSTEE 2.00 0.00 X 0 0 0 ANTHONY BERNER TRUSTEE 2.00 0.00 X 0 0 0 LAWRENCE C CALDWELL TRUSTEE 2.00 0.00 X 0 0 0 COLIN CALLOWAY TRUSTEE 2.00 0.00 X 0 0 0 COURTNEY MARSH CHAPIN TRUSTEE 2.00 0.00 X 0 0 0 WESLEY C FREDERICKS TRUSTEE 2.00 0.00 X 0 0 0 BARBARA JAMES TRUSTEE 2.00 0.00 X 0 0 0 GERALD MINGIN TRUSTEE 2.00 0.00 X 0 0 0 LINDSAY ORMSBY TRUSTEE 2.00 0.00 X 0 0 0 PAUL PETERS TRUSTEE 2.00 0.00 X 0 0 0 CHARLES SCHEWE TRUSTEE 2.00 0.00 X 0 0 0 ELLEN M SNYDER-GRENIER TRUSTEE 2.00 0.00 X 0 0 0 JOSEPH PETER SPANG TRUSTEE 2.00 0.00 X 0 0 0 L EMERSON TUTTLE TRUSTEE 2.00 0.00 X 0 0 0 MARY SPIVY DANGREMOND TRUSTEE 2.00 0.00 X 0 0 0 PHILIP ZEA PRESIDENT 40.00 0.00 X 190327 0 28500 DEBORAH KALLMAN ASSISTANT TREASURER 40.00 0.00 X 71235 0 3616 BETSY MCKEE ASSISTANT SECRETARY 24.00 0.00 X 15539 0 0 277101 0 32116 1 0 1 0 NEUBERGER BERMAN 605 THIRD AVENUE NEW YORK NY 10158 INVESTMENT MANAGEMENT 192624 WANDERLUST 297 RIVER STREET TROY NY 12180 MARKETING 107025 2 1715257 40532 1715257 DEERFIELD INN 721110 2536940 2286211 250729 MUSEUM ADMISSION 611710 301311 301311 ACADEMIC AND FELLOWSHIP INCOME 611600 8940 8940 2847191 1578305 1578305 149199 155221 -6022 -6022 -6022 66881702 2000 65819014 1386 1062688 614 1063302 1063302 321872 177753 144119 144119 OTHER INCOME 900099 43302 43302 43302 7385454 2783883 250729 2635585 4200 4200 334018 58975 216068 58975 3031933 2710368 82955 238610 62265 48065 8160 6040 364617 337266 13495 13856 333679 288821 25240 19618 9319 9319 64000 64000 264108 264108 397362 331037 13954 52371 283547 273406 4262 5879 306028 238387 41405 26236 72707 34706 35502 2499 361000 324986 36014 104806 36393 39067 29346 116366 47671 55789 12906 140480 140480 550663 527475 21875 1313 123446 103896 19550 DEERFIELD INN COGS 532390 532390 OTHER EXPENSES 125832 121114 2600 2118 CONSERVATION 42691 42691 FELLOWSHIP 21746 21746 8925 7612 1043 270 7656128 6091204 1094886 470037 X 85433 299557 53225 977405 30001 34772 443211 449446 59706 50729 23388557 12504383 11137788 10884174 28759112 49608695 24167407 2757744 64735883 65062522 340193 684037 238007 34104 572578 507375 1150778 1225516 X 14983858 29832543 27202963 12259796 21398284 21744667 63585105 63837006 64735883 65062522 X -270674 -655806 1178381 X 0 1 X 1 0 X 1120477 911501 3043874 872914 1715257 7664023 2558604 2702012 3010753 2972388 2918334 14162091 3679081 3613513 6054627 3845302 4633591 21826114 0 1836041 1666822 3502863 1836041 1666822 3502863 18323251 1361843 1342464 1467711 1442867 1727504 7342389 1361843 1342464 1467711 1442867 1727504 7342389 0 0 0 0 0 1223 68 23947 944 43302 69484 5042147 4956045 7546285 5289113 6404397 29237987 0.62670 0.25110 X X X X X X 7 116.00 5 1 1 5.00 X X X X X EDUCATIONAL PROGRAMS 0 31649816 22964167 1714925 6772218 49556690 31341402 227478 3634286 3553350 31649816 32231376 5588709 -2772622 3706061 31341402 36642344 200239 -1546034 3065173 32231376 31474644 2256674 5406878 2495852 36642344 0.39730 0.43060 0.17210 0 0 533562 533562 18339389 8680464 9658925 451290 279973 171317 3497318 3304996 192322 566998 238950 328048 10884174 X 7976895 -655806 1178381 522575 7454320 264108 -332974 -68866 7385454 7724994 332974 332974 7392020 264108 264108 7656128 PART II, LINE 9: ALL SEVEN OF THE CONSERVATION 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 V, LINE 4: THE ENDOWMENT FUND IS TO HELP FURTHER THE ORGANIZATION'S MISSION TO OPEN DOORS TO NEW PERSPECTIVES THAT INSPIRE PEOPLE TO SEEK A DEEPER UNDERSTANDING OF THEMSELVES, THEIR COMMUNITIES, AND THE WORLD. DURING THE REVIEW OF FISCAL YEAR 2018, IT WAS DETERMINED THAT THE ENDOWMENT REQUIRED A CORRECTION OF AN ERROR. UNRESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS WERE 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). 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, 2018, 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 1,383,323. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS -204,942. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS COST OF GOODS SOLD -177,753. RECLASS OF RENTAL EXPENSES -155,221. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF COST OF GOODS SOLD 177,753. RECLASS OF RENTAL EXPENSES 155,221. X 1 1 X 0 1 0 0 0 0 0 0 0 PHILIP ZEA PRESIDENT 190327 0 0 0 0 0 17500 0 11000 0 218827 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. X 14 40532 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY/CODE OF ETHICS IS DISTRIBUTED ANNUALLY TO BOARD OF TRUSTEES, VOLUNTEERS AND EMPLOYEES. THE COMPLETED SIGNED POLICIES ARE RETURNED AND REVIEWED BY THE MANAGEMENT AND THE BOARD OF TRUSTEES FOR CONFLICTS THAT COULD IMPAIR THE JUDGMENT OF THE INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF OFFICERS AND SENIOR ADMINISTRATORS AT HISTORIC DEERFIELD IS SET BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER AND RATIFIED BY THE BOARD OF TRUSTEES AS PART OF THE BUDGET PROCESS. THE PRESIDENT'S COMPENSATION IS SET BY CONTRACT WITH THE BOARD OF TRUSTEES. THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES UTILIZES COMPARABLE COMPENSATION DATA AND CONSIDERS THE PRESIDENT'S CURATORIAL EXPERTISE WHEN MAKING RECOMMENDATIONS FOR SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART X, LINE 27, 28, 29 CERTAIN AMOUNTS PRESENTED IN THE FINANCIAL STATEMENTS HAVE BEEN RECLASSIFIED FOR 2017 TO CONFORM TO THE 2018 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 1,383,323. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS -204,942.