2018-02-20T15:27:06-06:00 2017-06-30 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2016-07-01 010276272 GREATER PORTLAND LANDMARKS INC GREA 2077745561 93 HIGH STREET PORTLAND ME 04101 HILARY BASSETT EXECUTIVE DIRECTOR 2077745561 2018-02-11 1 THOMAS EMERY P00532592 2077732986 72.12.73.2 2018-02-11 12:30:02 ES P 6E3F036A119CB68175B343F1C471534FC1BF82AB AF865BF50EFDC5B849D29FCFB71FD720CD82340B 2016 2021-01-29 14:40:06Z HILARY BASSETT 93 HIGH STREET PORTLAND ME 04101 557036 0 X WWW.PORTLANDLANDMARKS.ORG X 1964 ME TO PRESERVE AND REVITALIZE GREATER PORTLAND'S REMARKABLE LEGACY OF HISTORIC BUILDINGS, NEIGHBORHOODS, LANDSCAPES, AND PARKS. 25 25 13 123 4834 0 206217 258014 125235 151333 14008 8060 -23667 -24190 321793 393217 0 0 0 0 220175 248522 0 0 74520 167729 151659 387904 400181 -66111 -6964 2737627 2747495 511821 509495 2225806 2238000 X TO PRESERVE AND REVITALIZE GREATER PORTLAND'S REMARKABLE LEGACY OF HISTORIC BUILDINGS, NEIGHBORHOODS, LANDSCAPES, AND PARKS. 0 0 21343 10850 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 WALKING TOURS, ILLUSTRATED PRESENTATIONS, WORKBOOKS, LECTURES AND OTHER PROGRAMS. THIS PAST YEAR OVER 700 PEOPLE TOOK PART IN WALKING TOURS, CUSTOM HOUSE TOURS AND LECTURES. LANDMARKS SUPPORTS THE THIRD GRADE LOCAL HISTORY CURRICULUM THROUGH THE "CITY IS A CLASSROOM" STUDENT WORKBOOK, WHICH FOCUSES ON LOCAL HISTORY AND ARCHITECTURE. 40553 107667 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. 21331 15430 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. 88066 764 NEWSLETTER - $21,547ADVOCACY - $62,297PUBLICATIONS - $1,681COMMUNICATIONS & PLANNING - $2,269TOURS - $ 272 88066 764 171293 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 6 0 1 13 1 1 1 0 0 0 0 0 0 0 0 0 X 25 25 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 X HILARY BASSETT 2077745561 93 HIGH STREET PORTLAND ME 04101 JANE BATZELL PRESIDENT 6.00 X X 0 0 0 ED GARDNER FIRST VICE PRESIDENT 4.00 X X 0 0 0 BRUCE MOIR TREASURER 6.00 X X 0 0 0 NATE STEVENS MEMBER AT LARGE 2.00 X 0 0 0 DAVID ROBINSON SECOND VICE PRESIDENT 4.00 X X 0 0 0 JANE HURD SECRETARY 4.00 X X 0 0 0 JANE BRIGGS BOARD MEMBER 2.00 X 0 0 0 PATTI BUTLER BOARD MEMBER 2.00 X 0 0 0 ELAINE CLARK BOARD MEMBER 2.00 X 0 0 0 CARL J DE TINE BOARD MEMBER 2.00 X 0 0 0 TOM DOWD BOARD MEMBER 2.00 X 0 0 0 TOM ELLIMAN BOARD MEMBER 2.00 X 0 0 0 FRANCESCA GALLUCCIO-STEELE BOARD MEMBER 2.00 X 0 0 0 RICHARD GILBANE BOARD MEMBER 2.00 X 0 0 0 SARAH LEVAUN GRAULTY BOARD MEMBER 2.00 X 0 0 0 KATE GRIFFITH BOARD MEMBER 2.00 X 0 0 0 LYNN HALLETT BOARD MEMBER 2.00 X 0 0 0 DON HEAD BOARD MEMBER 2.00 X 0 0 0 CANDICE THORNTON LEE BOARD MEMBER 2.00 X 0 0 0 PAT MORIN BOARD MEMBER 2.00 X 0 0 0 NICHOLAS NOYES BOARD MEMBER 2.00 X 0 0 0 CAROLINE PARAS BOARD MEMBER 2.00 X 0 0 0 GEORGE REICHE BOARD MEMBER 2.00 X 0 0 0 RUTH TOWNSEND STORY BOARD MEMBER 2.00 X 0 0 0 JACK VREELAND BOARD MEMBER 2.00 X 0 0 0 HILARY BASSETT EXECUTIVE DIRECTOR 40.00 X 58721 0 7864 58721 0 7864 0 0 0 0 0 26600 231414 258014 OBSERVATORY ADMISSIONS 900099 106331 106331 MEMBERSHIP DUES 909999 17464 17464 PRESERVATION SERVICES 900099 15430 15430 EDUCATION PGMS, TOURS 900099 10850 10850 NEWSLETTER ADVERTISING 541800 1258 1258 151333 8060 8060 93812 90236 3576 3576 3576 34496 26600 64362 -29866 -29866 10557 9221 1336 1336 MISCELLANEOUS 900099 764 764 764 393217 152175 4834 -21806 68141 18852 30438 18851 154252 110293 43959 6882 6882 19247 11570 2337 5340 22593 22593 10082 8505 1577 3714 3578 136 28430 8896 18154 1380 3229 1897 1332 42247 42247 1117 21 1071 25 17524 17524 3490 3490 OTHER 13441 9488 668 3285 MAINTENANCE 3497 3497 STAFF DEVELOPMENT 1542 90 1104 348 DUES 753 753 400181 171293 154368 74520 116391 138347 27183 27204 23000 25640 1309 1565 42258 38492 1022 2028 2578127 426337 2189431 2151790 337033 362429 2737627 2747495 19775 39135 5620 9820 486426 460540 511821 509495 X 2081936 2117349 143870 120651 2225806 2238000 2737627 2747495 -6964 19158 0 X X 0 1 X 1 0 X 173756 328442 302194 206217 258014 1268623 173756 328442 302194 206217 258014 1268623 28250 1240373 7015 17830 15924 14008 8060 62837 8025 8025 1339485 872306 0.92600 0.91790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 13 0.00 13 0 1 0 25.00 1000 X X 0 47195 14200 4928 66323 45363 1832 47195 42932 2584 -153 45363 42932 42932 1.00000 0.00000 0.00000 0 0 525000 525000 1970082 344372 1625710 38450 38450 0 44595 43515 1080 2151790 X 511832 19158 99457 118615 393217 0 393217 499638 99457 99457 400181 0 400181 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: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740-10 INCOME TAXES. THIS STATEMENT 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 WAS NO CUMULATIVE EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS RELATED TO THE FOLLOWING OF THESE PROVISIONS, AND NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WERE ACCRUED. THE ORGANIZATION IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED JUNE 30, 2014 THROUGH 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 90,236. COST OF MERCHANDISE SOLD 9,221. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 9,221. RENTAL EXPENSES 90,236. HOUSE GALA 61096 26600 34496 58711 61096 26600 34496 58711 58711 -24215 X 0 BOOKS AND PERIODICALS 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 ON SEPTEMBER 28, 2016 THE ORGANIZATION AMENDED ITS BY-LAWS TO ADD A "STANDARDS OF CONDUCT FOR TRUSTEES" SECTION; UPDATED THE "EXECUTIVE COMMITTEE" SECTION TO DEFINE WHO IS ON THE EXECUTIVE COMMITTEE AND TO CLARIFY THEIR AUTHORITY; UPDATED THE TITLES OF THE VARIOUS OFFICERS; AND EXPANDED THE "CONFLICT OF INTEREST" SECTION TO BETTER DEFINE THE POLICY. 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: THERE WERE NO CHANGES IN THE OVERSIGHT OF THE INDEPENDENT AUDIT.