2018-03-15T13:04:13-05:00 2017-06-30 271728945 PKF O'Connor Davies LLP 3001 Summer Street 5th Floor East Stamford CT 06905 990 2016-07-01 237105904 BRUCE MUSEUM INC BRUC 2038690376 ONE MUSEUM DRIVE GREENWICH CT 06830 Peter C Sutton EXECUTIVE DIRECTOR AND CEO 2038690376 2018-03-15 1 Garrett M higgins P00543209 2033232400 2018-03-15 65.51.112.58 2018-03-15 13:04:10 ED P 39A6500A14EBDEC7A476CCE4E0A7F613C193113C A3EB9A663B166A7F172762214481AEBFA8C1AD13 2016 2021-01-29 14:40:06Z peter c sutton ONE MUSEUM DRIVE GREENWICH CT 06830 17549692 0 X WWW.BRUCEMUSEUM.ORg X 1970 CT Bruce Museum's exhibitions and educational programs advance the understanding of art and science. 30 30 70 320 128889 -8864 6547969 4825751 217027 268312 1447092 1136264 -75097 -81481 8136991 6148846 57097 0 0 0 3254097 3279084 0 0 1046242 1780787 2391800 5091981 5670884 3045010 477962 32867209 34110166 1542157 1214732 31325052 32895434 X Bruce Museum inc.'s mission is to promote the understanding and appreciation of art and science to enrich the lives of all people. 0 0 4412884 304300 See Schedule O 4412884 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 70 1 1 1 0 0 0 0 1 1 0 0 0 0 X 30 30 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X X BILL FERENCE 2034137525 THE BRUCE MUSEUM ONE MUSEUM DRIVE GREENWICH CT 06830 Robert H Lawrence Jr Chairman of Board 7.50 X X 0 0 0 Aundrea b Amine Vice Chair 1.00 X X 0 0 0 Jan Rogers Kniffen Vice Chair 1.00 X X 0 0 0 George E Crapple Vice Chair 1.00 X X 0 0 0 Patricia W Chadwick Treasurer 1.00 X X 0 0 0 Ingrid Delson Secretary (thru 06/2017) 1.00 X X 0 0 0 Ann Vassiliou TRUSTEE 1.00 X 0 0 0 Deborah simon TRUSTEE 1.00 X 0 0 0 Kathy Georgas TRUSTEE 1.00 X 0 0 0 Jacqueline Walker TRUSTEE 1.00 X 0 0 0 Judith Wertheimer TRUSTEE 1.00 X 0 0 0 Leah Rukeyser TRUSTEE 1.00 X 0 0 0 Lucile Glasebrook TRUSTEE 1.00 X 0 0 0 Michael Kovner TRUSTEE 1.00 X 0 0 0 Nathanial B Day TRUSTEE 1.00 X 0 0 0 Sachiko Goodman TRUSTEE 1.00 X 0 0 0 Simone McEntire TRUSTEE 1.00 X 0 0 0 Susan Tejpaul TRUSTEE 1.00 X 0 0 0 Betsy Ruprecht TRUSTEE 1.00 X 0 0 0 Allison Brant TRUSTEE 1.00 X 0 0 0 charles M Royce TRUSTEE 1.00 X 0 0 0 Diana Wierbicki TRUSTEE 1.00 X 0 0 0 Kamie Lightburn TRUSTEE 1.00 X 0 0 0 Michael Grunberg TRUSTEE 1.00 X 0 0 0 Michael Mason TRUSTEE 1.00 X 0 0 0 Nicole Reynolds TRUSTEE 1.00 X 0 0 0 Peter Tesei TRUSTEE 1.00 X 0 0 0 Sue anne Weinberg TRUSTEE 1.00 X 0 0 0 Thomas Byrne TRUSTEE 1.00 X 0 0 0 William Deutsch TRUSTEE 1.00 X 0 0 0 Deanna Mulligan TRUSTEE 1.00 X 0 0 0 Sabrina Raquet TRUSTEE (thru 06/2017) 1.00 X 0 0 0 MARTHA R ZOUBEK TRUSTEE (thru 06/2017) 1.00 X 0 0 0 James Lockhart III TRUSTEE (thru 06/2017) 1.00 X 0 0 0 James Murphy TRUSTEE (thru 06/2017) 1.00 X 0 0 0 Felicity Kostakis TRUSTEE (thru 06/2017) 1.00 X 0 0 0 Peter Sutton Executive Director/CEO 35.00 X 279440 0 16170 William F Ference Director of Finance/CFO 35.00 X 117396 0 27584 Susan Ball Deputy Director (thru 06/2017) 35.00 X 123676 0 7115 Whitney Rosenberg Director of Development 35.00 X 118450 0 6736 Anne Von Stuelpnagel Director of Exhibitions 35.00 X 103925 0 28422 742887 0 86027 5 0 1 0 Eskew Dumez and Ripple 1 canal place 365 Canal St New Orleans LA 70130 Architects 1372279 NST Systems Inc 2001 W Main Street Suite 130 Stamford CT 06902 Information technology support 141215 turner contruction co 50 waterview drive shelton CT 06484 construction 110000 3 441776 671069 901756 2811150 521114 4825751 Admissions 712110 209655 209655 workshop/program fees 712110 58657 58657 268312 887706 1805 885901 23416 0 23416 23416 23416 11134537 10885979 248558 248558 9244 239314 91390 671069 350115 -258725 -258725 318580 164752 153828 35988 117840 6148846 304300 128889 889906 440187 317507 20544 102136 2193098 1596112 104212 492774 96302 71263 2889 22150 334960 199417 15639 119904 214537 210601 454 3482 2825 2825 42038 31108 1261 9669 42815 42815 257906 71098 186808 101396 101396 804965 776242 7091 21632 185062 185062 100727 100151 576 106758 103422 3336 4022 4022 227027 170222 11501 45304 98949 98949 misc operating expenses 124555 100761 5352 18442 exhibitions/collections 112422 98346 14076 hospitality 100563 94610 5953 honorarium 44198 44198 35572 35572 5670884 4412884 211758 1046242 109489 78195 4564530 2082772 3156726 2393534 66589 54582 99133 122749 7582103 6289495 1519636 1292608 17791578 19870988 3160905 4201499 2398623 4013239 32867209 34110166 466694 300269 207500 46500 867963 867963 1542157 1214732 X 3067825 2310816 9385734 10939348 18871493 19645270 31325052 32895434 32867209 34110166 X 477962 1354420 -262000 X X 0 1 X 1 0 X 1982955 2483944 6255044 6547969 4825751 22095663 215795 214208 208889 207624 207624 1054140 2198750 2698152 6463933 6755593 5033375 23149803 3158297 19991506 624490 1438044 1541327 1258526 909317 5771704 111686 184966 226794 523446 970 970 29445923 3808259 0.67890 0.62810 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous income - 2014 Amount: $ 970. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21886468 785372 2428976 1376620 23724196 23074738 414940 -546502 1056708 21886468 23575650 401946 170257 1073115 23074738 20967915 59768 3435368 887401 23575650 18045011 121483 3734495 933074 20967915 0.05540 0.80800 0.13660 0 0 7086595 5828909 1257686 436122 401200 34922 59386 59386 0 1292608 alternative investments 4201499 F 4201499 museum expansion costs 4013239 4013239 refundable contributions 867963 867963 X 8063305 1354420 87987 514867 1957274 6106031 42815 42815 6148846 6230923 87987 514867 602854 5628069 42815 42815 5670884 Part III, Line 4: The Town of Greenwich, Connecticut owns the entire museum collection. The Organization operates the facility and organizes the exhibits per an agreement with the Town of Greenwich. The Organization provides security for the collection. It also performs restoration and preservation of collection as needed to maintain the collection for exhibition. Various collection items were donated to the Museum, which is owned by the Town, during the year ended June 30, 2017. Title to all objects in the collections of the Museum, and all additions thereto, is vested exclusively in the Town and is held in public trust. Accordingly, BMI did not recognize income from the donations of objects to the Museum's collection on the statement of changes in net assets. Part V, Line 4: The Bruce Museum maintains various donor-restricted and board-designated funds whose purpose is to provide long term support for the Bruce Museum's mission and charitable programs. Part X, Line 2: BMI recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that BMI had no uncertain tax positions that would require financial statement recognition or disclosure. For information returns, BMI is no longer subject to examinations by the applicable taxing jurisdictions for periods prior to years ending June 30, 2014. Part XI, Line 2d - Other Adjustments: Special Events Expenses reported on part viii, line 8b 350,115. cost of goods sold reported on part viii, line 10b 164,752. Part XII, Line 2d - Other Adjustments: Special Events Expenses reported on part viii, line 8b 350,115. cost of goods sold reported on part viii, line 10b 164,752. Renaissance Ball 620999 556039 64960 140564 71610 22845 52878 ICON AWARDS 62655 55355 7300 17654 984 9163 2 78805 59675 19130 17899 3181 13337 762459 671069 91390 176117 71610 27010 75378 350115 -258725 X X X 0 0 0 0 0 0 0 0 0 Peter Sutton Executive Director/CEO 279440 0 0 0 0 0 13990 0 2180 0 295610 0 0 0 X 6 521114 average high/low 0 0 1 0 Part I, Column (b): column (b) represents the number of contributors. Form 990, Part III, Line 4a The Museum was built originally as a private home in 1853 and was bequeathed to the Town of Greenwich, CT in 1908 by textile merchant Robert Moffat Bruce, who stipulated its use as a museum. The first exhibition at the Bruce Museum took place in 1912 and featured works by local artists known as the Greenwich Society of Artists, several of whom were members of the Cos Cob Art Colony. The Cos Cob School of American painting is now well established as an important part of the history of American art and it forms the nucleus of the Museum's holdings of paintings, watercolors, drawings, and notebooks by artists such as Leonard and Mina Ochtman, George Wharton Edwards, and Hobart Jacobs. Paralleling an interest in Connecticut painters and their works, early directors of the Bruce Museum pursued the development of the natural sciences, building particular strengths in the mineral and avian collections. The Bruce Museum was expanded in 1993 and includes nearly 8,000 square feet of exhibition space, comprised of one main gallery, three smaller galleries, and a lecture hall. The Museum operates under accreditation by the American Association of Museums. Successes in 2016-2017 The Bruce Museum is excited to share its many successes this year, including: -The Bruce mounted an exhibition focused on Impressionist Alfred Sisley. The show successfully drew record weekend attendance (exceeding 800 visitors per weekend). -Manager of School and Tour Services, Kathleen Holko, won the statewide 2017 Outstanding Museum Education Award, Art Educator of the Year from the CT Art Education Association; -The Bruce Museum's Audience Engagement and Interpretive Services team published an article in New England Museum's Association spring journal Museums Now; -The Museum's Science Curator was awarded National Science Foundation grants for research in avian paleontology; -The Museum reached its highest attendance in over five (5) years with 90,000 visitors; -The Bruce welcomed over 3,200 participants to our Youth and Family programs; a record for programs including Bruce Beginnings, Family Days, School Vacation Workshops -New this year, Bruce Beginnings Junior was established for visitors ages 10 months to 24 months. Programs feature playful learning for babies and caregivers, and help to develop comfort in Museum setting; -Sunday Programming has also been developed. It is free with admission, focused on both art and science, with hands-on activities for families. Exhibitions The Bruce Museum offered a variety art and science exhibitions in 2016-2017 that educated and engaged our diverse, community audience. Each exhibition featured world-class art, objects and artifacts that focused on the needs and interests of our visitors and our surrounding community. The following summarizes each of the exhibitions from 2016-2017: 1. Electricity 2. Electric Paris 3. iCreate 2016 4. Science In Motion: The photographic studies of eadweard muybridge, harold edgerton and berenice abbott 5. Flora and Fauna: Drawings by Francesca Anderson 6. Her Crowd: new art by women from our neighbors' private collections 7. small scales: lands of enchantment 8. towards abstraction, 1940-1985: brett weston photographs from the bruce museum collection 9. alfred sisley (1839-1899): impressionist master 10. Street smart: photographs of new york city, 1945-1980 11. canvas and cast: highlights from the bruce museum's art collection 12. last days of pangea: in the footsteps of dinosaurs Educational Programs The Bruce Museum's primary goal is to educate our visitors. The Museum's Audience Engagement and Interpretive Services department tailors each learning experience to match our targeted audience segments: families; adult appreciators; schools/educators; and donors/collectors. Highlights from the Museum's educational programming in 2016-2017 include the following: -Laura Stricker, Manager of Youth and Family Programs initiated a new program called Bruce Beginnings Jr., developed for toddlers, ages 10-24 months, and their caregivers. This monthly program creates a welcoming engaging experience in the Museum's exhibits. -In response to the high attendance at Bruce Beginnings programs, Laura started a special members-only session on Wednesday mornings. -Corinne Flax, Manager of School and Community Partnerships, organized and executed numerous museum-based professional development workshops for art teachers in multiple school districts. -Corinne Flax and Kathleen Holko, Manager of School and Tour Services, led workshop sessions for the Connecticut Science Teachers Association Conference, Connecticut Museum Educators Roundtable, and the Childcare Council of Westchester, Inc. Form 990, Part IV, Line 8: The Town of Greenwich, Connecticut owns the entire museum collection. The Organization operates the facility and organizes the exhibits per an agreement with the Town of Greenwich. The Organization provides security for the collection. It also performs restoration and preservation of collection as needed to maintain the collection for exhibition. Form 990, Part VI, Section A, line 6 Bruce Museum, Inc. can have the following classes of membership as the Board has authorized in the by laws: a) Individual Membership b) Corporate Membership (which may include a partnership, trust or other legal entity) c) Family Membership d) Patron Membership e) Benefactor Membership f) Robert Bruce Circle Membership Each membership in good standing is entitled to one vote on each matter submitted to a vote of the members. The persons who comprise a Family Membership - together is entitled to one vote on each matter. A membership may vote in person (through a duly authorized representative in the case of a Corporate Membership) or by valid proxy. Members are not entitled to receive a share of the organization's profits or excess dues or a share of the organization's net assets upon the organization's dissolution. The Board may, from time to time, modify or eliminate classes of membership, may establish other classes of membership, and qualifications and privileges applicable to each membership class. Form 990, Part VI, Section A, line 7a The members of the Bruce Museum, Inc. elect the Trustees, other than the ex-officio Trustees, at the annual meeting of the members, by a majority vote of the members entitled to vote who are present in person or by written proxy. Form 990, Part VI, Section B, line 11b Bruce Museum, Inc. has its form 990 prepared by an outside accounting firm and has established the following review process to ensure that the information reported is complete and accurate. The form 990 is provided to the Audit Committee for review, comments, and approval. Once the Audit Committee has approved the return, an electornic copy is distributed to the Board and it is filed with the Internal Revenue Service. A hard copy of the return is also distributed at a board meeting. Form 990, Part VI, Section B, line 12c Each Trustee must conduct all of his or her activities in such a way as to avoid any conflict between the Trustee's personal interests and the policies, operations, or interests of the Museum. Trustees with special areas of interest within the Museum should understand that advocacy for those interests should be advanced only within the framework of the Museum's interests as a whole. In the event a conflict is unavoidable, the Trustee shall at all times act in a manner consistent with his or her fiduciary responsibility to the Museum and shall exercise particular care that no detriment or appearance of detriment to the Museum results from that conflict. A Trustee is considered to have a conflict of interest when the Trustee, or any member of his or her immediate family: (a) has a financial, personal, or professional interest which impairs or might appear to impair the Trustee's independence of judgment in the discharge of his or her responsibilities to the Museum. (b) could receive a material financial, personal, or professional benefit from knowledge of confidential Museum information. (c) would receive financial compensation for personal or professional services rendered to the Museum without the prior approval of the Board of Trustees. A Trustee should not vote on, approve, or recommend approval of a transaction between the Museum and that Trustee or immediate family member, and should disclose any potential conflict prior to a vote or other action. If such Trustee is present when a matter involving a potential conflict of interest is considered, he or she should leave the meeting during that discussion and/or the vote. A Trustee should, in general, communicate any administrative or managerial concerns to the Chairman of the Board of Trustees or to the Executive Director. In no case should a Trustee give direction to, or criticize directly, any Museum personnel. The staff guidelines are founded on the following general principles: The first loyalty of a staff member is to the Museum; conflicts of interest or the appearance thereof must be avoided; a professional staff position must not be used for personal gain; staff should at all times seek to maintain the Museum's good name in the community and avoid misuse or disparagement of its name, reputation, property or services; a staff member shall not pursue any course of action indirectly which if done directly would be proscribed by the Museum's code of ethics. Form 990, Part VI, Section B, line 15a The executive committee conducts an annual performance review of the executive director. Compensation is based on the employee's performance and comparability data to the industry standards using the American Association of Museum's salary survey. The board approves the Executive Director's Compensation. The compensation approval is documented in a letter from the board of directors. Form 990, Part VI, Section C, line 18 Form 990 is available on www.Guidestar.org, www.charitynavigator.org, and www.eri-nonprofit-salaries.com FORM 990 IS ALSO AVAILABLE ON OUR WEBSITE: BRUCEMUSEUM.ORG Form 990, Part VI, Section C, line 19 financial statements, governing documents, Conflict of interest policy, form 990, and form 1023 are made available for public viewing upon written request at Bruce Museum, Inc. headquarters located at 1 Museum Drive, greenwich, connecticut, 06830. Form 990, Part XI, line 9: loss on uncollectible pledges -262,000. Form 990. Part XI, Line 2c: The independent auditor is selected after a review and bidding process conducted by the audit committee. The audit committee reviews the financial statement and meets with the independent auditors before the audit report and financial statements are issued. Audit findings, if any, are communicated to the audit committee by the independent auditors. Audit committee considers the findings. Audit committee recommends corrective action, if in their judgement it is needed. There have been no changes in the process from the prior year.