2017-03-15T12:03:38-05:00 2016-09-30 020327524 NATHAN WECHSLER & COMPANY PA 70 COMMERCIAL STREET 4TH FLOOR CONCORD NH 03301 990 2015-10-01 020233250 NEW HAMPSHIRE HISTORICAL SOCIETY NEWH 6038560602 30 PARK ST CONCORD NH 03301 MICHAEL R REOPEL TREASURER 6038560602 2017-03-07 1 ORESTE J MOSCA P00366101 6032245357 2015 2021-01-29 14:40:06Z WILLIAM H DUNLAP 30 PARK ST CONCORD NH 03301 3352711 0 X WWW.NHHISTORY.ORG X 1823 NH TO EDUCATE A DIVERSE PUBLIC ABOUT THE SIGNIFICANCE OF NEW HAMPSHIRE'S PAST AND ITS RELATIONSHIP TO OUR LIVES TODAY. IN SUPPORT OF THE MISSION, THE SOCIETY COLLECTS, PRESERVES, AND INTERPRETS MATERIAL PERTAINING TO NEW HAMPSHIRE HISTORY. 18 18 39 81 0 0 1727463 397820 47529 74471 766328 480415 56574 158191 2597894 1110897 0 0 0 0 634330 752870 0 0 525911 1359077 1302765 1993407 2055635 604487 -944738 21783455 21629214 865010 875047 20918445 20754167 TO EDUCATE A DIVERSE PUBLIC ABOUT THE SIGNIFICANCE OF NEW HAMPSHIRE'S PAST AND ITS RELATIONSHIP TO OUR LIVES TODAY. TO THIS END, THE SOCIETY COLLECTS, PRESERVES, AND INTERPRETS MATERIAL PERTAINING TO NEW HAMPSHIRE HISTORY. 0 0 591766 21308 LIBRARY AND MUSEUM: THE NEW HAMPSHIRE HISTORICAL SOCIETY COLLECTS AND PRESERVES THE MOST EXTENSIVE COLLECTION OF OBJECTS, BOOKS, MANUSCRIPTS, AND IMAGES RELATED TO NEW HAMPSHIRE HISTORY THAT CAN BE FOUND ANYWHERE. THESE COLLECTIONS OFFER THE MOST COMPLETE PICTURE AVAILABLE OF THE SOCIAL, ECONOMIC, POLITICAL, AND CULTURAL HISTORY OF NEW HAMPSHIRE OVER NEARLY FOUR CENTURIES. 142103 51310 EDUCATION: THE NEW HAMPSHIRE HISTORICAL SOCIETY PROVIDES A VARIETY OF LEARNING EXPERIENCES FOR CHILDREN AND ADULTS, INCLUDING SCHOOL PROGRAMS AND GUIDED TOURS OF EXHIBITIONS AT THE SOCIETY IN CONCORD, ARTIFACT-BASED TRAVELING CLASSROOM PROGRAMS, HISTORY COURSES, LECTURES, AUTHOR TALKS, AND WORKSHOPS. 517759 12913 THE SOCIETY OFFERS PUBLIC RELATIONS AND MEMBER SERVICES FOR VARIOUS VISITORS AND PATRONS. OTHER PROGRAMS INCLUDE PUBLICATIONS, EXHIBITS, FACILITIES, BUILDINGS, GROUNDS, AND SECURITY. THE SOCIETY ALSO OPERATES AN ONLINE STORE, WHICH SELLS BOOKS AND GOODS RELATED TO NEW HAMPSHIRE AND ITS HISTORY. 1251628 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 27 0 1 39 1 0 1 BD 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X X X ANN-MARIE MILLER 6038560602 30 PARK STREET CONCORD NH 03301 JOEL J BEDOR BOARD CHAIR 2.00 X X 0 0 0 JAMES L GARVIN VICE CHAIR 1.00 X X 0 0 0 MICHAEL R REOPEL TREASURER 1.00 X X 0 0 0 KATHLEEN A BELKO SECRETARY 1.00 X X 0 0 0 Q DAVID BOWERS TRUSTEE 1.00 X 0 0 0 HOWARD MANSFIELD TRUSTEE 1.00 X 0 0 0 MARGARET MARSHALL TRUSTEE 1.00 X 0 0 0 BARBARA A PITSCH TRUSTEE (TERM ENDED 5/16) 1.00 X 0 0 0 PAUL C REMUS TRUSTEE 1.00 X 0 0 0 DAVID B RUEDIG TRUSTEE 1.00 X 0 0 0 EDWARD E SHUMAKER TRUSTEE 1.00 X 0 0 0 SUSAN P SLOAN TRUSTEE (TERM ENDED 5/16) 1.00 X 0 0 0 MARILYN G SOPER TRUSTEE 1.00 X 0 0 0 DAVID H SOUTER TRUSTEE 1.00 X 0 0 0 DAVID M SUNDMAN TRUSTEE 1.00 X 0 0 0 KURT M SWENSON TRUSTEE (TERM ENDED 5/16) 1.00 X 0 0 0 JOSEPH L TAGGART TRUSTEE 1.00 X 0 0 0 WILLIAM W UPTON TRUSTEE 1.80 X 0 0 0 PAMELA D VANARSDALE TRUSTEE (TERM ENDED 5/16) 1.00 X 0 0 0 WILLIAM P VEILLETTE TRUSTEE 2.50 X 0 0 0 BERT R WHITTEMORE TRUSTEE 1.00 X 0 0 0 PHILIP ZEA TRUSTEE 1.00 X 0 0 0 WILLIAM H DUNLAP PRESIDENT 40.00 X 107776 0 14750 107776 0 14750 1 0 0 0 MILESTONE ENGINEERING & CONSTRUCTION IN PO BOX 2279 CONCORD NH 033022279 CONSTRUCTION SERVICES 306409 SILVERTECH INC 196 BRIDGE STREET MANCHESTER NH 03104 WEBSITE DESIGN 163088 R & T ELECTRIC INC 315 SOUTH MAIN STREET CONCORD NH 033013452 ELECTRICAL SERVICES 114328 3 249747 148073 127780 397820 EDUCATION PROGRAMS 611710 51310 51310 MUSEUM 900099 11243 11243 LIBRARY 900099 10065 10065 PUBLICATIONS 511190 1853 1853 74471 567455 567455 529195 383180 146015 146015 146015 1767994 1855034 -87040 -87040 -87040 8135 0 8135 8135 6525 3600 2925 2925 MISC. ADMINISTRATIVE 900099 1116 1116 1116 1110897 85531 0 627546 132519 30479 22528 79512 519895 353771 49716 116408 42176 20090 21986 100 58280 28344 21364 8572 1629 1629 25012 25012 56828 56828 145027 135276 4558 5193 37947 16437 3181 18329 38722 1783 28727 8212 82805 71484 8803 2518 3655 3416 239 9319 3931 5388 8169 8169 370306 370306 31060 19676 11384 CAPITAL CAMPAIGN 248212 248212 EXHBTS, ACQ. & CONSERV. 140949 140949 PHOTOGRAPHY & PRINTING 45810 25915 1118 18777 PUBLICATIONS 22057 22057 35258 7714 12854 14690 2055635 1251628 278096 525911 153776 53573 1193434 523939 664093 158081 5110 5714 27083 29095 89878 116903 10211077 4737244 5168082 5473833 10816066 11674469 2730084 2595871 935849 997736 21783455 21629214 159922 113656 93900 3796 249500 395359 361688 362236 865010 875047 X 11325007 11678648 3443958 2899940 6149480 6175579 20918445 20754167 21783455 21629214 X -944738 777402 3057 X X 0 1 X 1 0 X 1480127 1903160 3020856 1727463 398906 8530512 1480127 1903160 3020856 1727463 398906 8530512 8530512 1115847 1092701 1346411 1061075 1096650 5712684 11932 7346 5077 24355 1883 875 1220 35699 1116 40793 14308344 596956 0.59620 0.60110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 12566926 17593 1048850 633258 43071 12957040 8620390 5427489 -317753 1130596 32604 12566926 7456650 861412 718844 389546 26970 8620390 6630767 412018 907715 479261 14589 7456650 5746967 101894 1112374 307888 22580 6630767 0.49880 0.34600 0.15530 0 0 200000 200000 8052241 3357689 4694552 1349570 923978 425592 609266 455577 153689 5473833 PRIVATE EQUITIES 466275 F FIXED INCOME BONDS 436895 F BENEFICIAL INTERESTS IN TRUSTS 1692701 F 2595871 ANNUITY PAYABLE 150198 CHARITABLE REMAINDER UNITRUST PAYABLE 212038 362236 X 2298707 777402 20571 389837 1187810 1110897 0 1110897 2462985 20571 386780 407351 2055634 0 2055634 PART III, LINE 1A: IN ACCORDANCE WITH SFAS 116, THE SOCIETY HAS ELECTED NOT TO REPORT COLLECTION ITEMS IN ITS STATEMENT OF FINANCIAL POSITION OR STATEMENT OF ACTIVITIES. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS A DECREASE IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. THE SOCIETY HAS A POLICY THAT REQUIRES NET PROCEEDS REALIZED FROM THE SALE OR TRANSFER OF DEACCESSIONED OBJECTS WILL BE USED ONLY FOR ACQUISITION AND CONSERVATION OF COLLECTIONS. THE SOCIETY'S COLLECTIONS INCLUDE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, RESEARCH MATERIALS AND OBJECTS RELATING TO THE HISTORY OF NEW HAMPSHIRE. THESE COLLECTIONS HAVE BEEN ACQUIRED BY DONATION, BEQUESTS AND PURCHASES. COLLECTION ITEMS ARE ACQUIRED OR CONSERVED BASED ON THE SOCIETY'S LONG-RANGE PLANS FOR COLLECTIONS DEVELOPMENT. COLLECTIONS ARE MADE AVAILABLE FOR SCHOLARLY USE BY THE PUBLIC AND MAINTAINED UNDER APPROPRIATE SECURITY AND PRESERVATION CONDITIONS. PART III, LINE 4: THE SOCIETY'S COLLECTIONS INCLUDE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, RESEARCH MATERIALS AND OBJECTS RELATING TO THE HISTORY OF NEW HAMPSHIRE. THESE COLLECTIONS HAVE BEEN ACQUIRED BY DONATION, BEQUESTS AND PURCHASES. COLLECTION ITEMS ARE ACQUIRED OR CONSERVED BASED ON THE SOCIETY'S LONG-RANGE PLANS FOR COLLECTIONS DEVELOPMENT. COLLECTIONS ARE MADE AVAILABLE FOR SCHOLARLY USE BY THE PUBLIC AND MAINTAINED UNDER APPROPRIATE SECURITY AND PRESERVATION CONDITIONS. PART V, LINE 4: THE SOCIETY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. PART X, LINE 2: THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION; HOWEVER, CERTAIN UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL TAXATION. FOR THE YEAR ENDED SEPTEMBER 30, 2016, THERE WAS NO LIABILITY FOR A TAX ON UNRELATED BUSINESS INCOME. THE SOCIETY HAS ADOPTED THE PROVISIONS OF FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ACCORDINGLY, MANAGEMENT HAS EVALUATED THE SOCIETY'S TAX POSITIONS AND CONCLUDED THE SOCIETY HAD MAINTAINED ITS TAX-EXEMPT STATUS, DOES NOT HAVE ANY SIGNIFICANT UNRELATED BUSINESS INCOME AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE SOCIETY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: MUSEUM STORE COST OF GOODS SOLD 3,600. RENTAL EXPENSES 383,180. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 3,057. PART XII, LINE 2D - OTHER ADJUSTMENTS: MUSEUM STORE COST OF GOODS SOLD 3,600. RENTAL EXPENSES 383,180. MERRIMACK COUNTY SAVINGS BANK PRESIDENT OF THE SOCIETY IS THE BOARD CHAIR OF THE BANK LINE OF CREDIT X 250000 249500 0 1 1 MERRIMACK COUNTY SAVINGS BANK PRESIDENT OF THE SOCIETY IS THE BOARD CHAIR OF THE BANK LINE OF CREDIT X 600000 0 0 1 1 MERRIMACK COUNTY SAVINGS BANK LOAN X 165000 145859 0 1 1 395359 NORTHEAST DOCUMENT CONSERVATION CENTER BOARD MEMBER OF THE SOCIETY IS THE PRESIDENT OF THE CONSER. CENTER 9025 USED THE CONSERVATION SOCIETY FOR CONSERVATION AND DIGITIZATION OF COLLECTIONS, CONSULTING AND FOR COLLECTIONS CARE TRAINING WORKSHOPS. 0 X 29 X 13 127780 X 102 X 31 0 1 0 PART I, LINE 33: IN ACCORDANCE WITH SFAS 116, THE SOCIETY HAS ELECTED NOT TO REPORT COLLECTION ITEMS IN ITS STATEMENT OF FINANCIAL POSITION OR STATEMENT OF ACTIVITIES. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS A DECREASE IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. THE SOCIETY HAS A POLICY THAT REQUIRES NET PROCEEDS REALIZED FROM THE SALE OR TRANSFER OF DEACCESSIONED OBJECTS WILL BE USED ONLY FOR ACQUISITION AND CONSERVATION OF COLLECTIONS. THE SOCIETY'S COLLECTIONS INCLUDE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, RESEARCH MATERIALS AND OBJECTS RELATING TO THE HISTORY OF NEW HAMPSHIRE. THESE COLLECTIONS HAVE BEEN ACQUIRED BY DONATION, BEQUESTS AND PURCHASES. COLLECTION ITEMS ARE ACQUIRED OR CONSERVED BASED ON THE SOCIETY'S LONG-RANGE PLANS FOR COLLECTIONS DEVELOPMENT. COLLECTIONS ARE MADE AVAILABLE FOR SCHOLARLY USE BY THE PUBLIC AND MAINTAINED UNDER APPROPRIATE SECURITY AND PRESERVATION CONDITIONS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP MEMBERSHIP CATEGORIES: THE SOCIETY SHALL CONSIST OF INDIVIDUAL, COUPLE, FAMILY, LIFE, BUSINESS, AND INSTITUTIONAL MEMBERS IN GOOD STANDING BY VIRTUE OF THEIR HAVING PAID THEIR DUES AND SUCH OTHER CATEGORIES OF MEMBERSHIP AS MAY FROM TIME TO TIME BE ESTABLISHED BY THE BOARD OF TRUSTEES, INCLUDING COMPLIMENTARY MEMBERS WHO ARE NOT REQUIRED TO PAY ANY DUES. QUALIFICATIONS: MEMBERSHIP SHALL BE OPEN TO ALL OF THE ABOVE WHO ARE INTERESTED IN FURTHERING THE PURPOSES AND WORK OF THE SOCIETY, TO BE EFFECTIVE UPON PAYMENT OF DESIGNATED DUES AND SHALL BE VALID FOR ONE YEAR FROM THE DATE OF PAYMENT. RIGHTS AND PRIVILEGES OF MEMBERSHIP: ONLY THOSE MEMBERS OF ALL CATEGORIES THAT HAVE PAID THEIR DUES AND ARE IN GOOD STANDING SHALL BE ENTITLED TO VOTE, ONE VOTE PER MEMBER, AT ALL MEETINGS OF THE MEMBERS, AND TO THE FULL PRIVILEGES OF MEMBERSHIP IN THE SOCIETY, AS DETERMINED FROM TIME TO TIME BY, AND SUBJECT TO SUCH REGULATIONS AS MAY BE PRESCRIBED BY, THE BOARD OF TRUSTEES. VOTING IS LIMITED TO PERSONS EIGHTEEN (18) YEARS OF AGE OR OLDER. VOTING MAY BE EXERCISED IN PERSON OR BY PROXY AS DETERMINED BY THE TRUSTEES, IN WHICH EVENT PROXIES SHALL BE COUNTED FOR THE PURPOSE OF DETERMINING A QUORUM. DUES: THE BOARD OF TRUSTEES SHALL FROM TIME TO TIME DETERMINE THE AMOUNT OF ANNUAL DUES PAYABLE BY MEMBERS OF EACH CATEGORY. WHEN ANY MEMBER SHALL BECOME DELINQUENT IN THE PAYMENT OF DUES, HIS OR HER MEMBERSHIP SHALL TERMINATE AND HE OR SHE SHALL NO LONGER BE A MEMBER IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS VOTE TO ELECT MEMBERS OF THE BOARD TRUSTEES AT THE ANNUAL MEETING. MEMBERS DO NOT VOTE TO ELECT OFFICERS OF THE BOARD. OFFICERS ARE ELECTED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO THE TREASURER'S SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES HAVING A REAL OR APPARENT CONFLICT OF INTEREST IN ANY MATTER BEFORE THE BOARD MUST DISCLOSE THE POSSIBLE CONFLICT AND EXCLUDE THEMSELVES FROM THE DISCUSSION AND/OR VOTE ON THE MATTER IN QUESTION. TRUSTEES HAVING AN INTEREST IN A PROPOSED PECUNIARY BENEFIT TRANSACTION WITH THE SOCIETY THAT IS BROUGHT BEFORE THE BOARD SHALL HAVE AN AFFIRMATIVE OBLIGATION TO DISCLOSE SUCH INTEREST AND SHALL BE PROHIBITED FROM BEING PRESENT DURING OR PARTICIPATING IN THE DISCUSSION ON THE SUBJECT OR VOTING THEREON. THE BOARD SHALL AUTHORIZE THE SOCIETY TO ENTER INTO SUCH TRANSACTIONS ONLY IN ACCORDANCE WITH THE APPLICABLE PROVISIONS OF RSA 7:19-A. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL THE NEW HAMPSHIRE HISTORICAL SOCIETY IS COMMITTED TO USING ITS RESOURCES EFFICIENTLY AND EFFECTIVELY TO SERVE THE PUBLIC AND FULFILL ITS MISSION. THE INSTITUTION ADHERES TO GOOD GOVERNANCE PRACTICES IN ESTABLISHING EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE OF THE SOCIETY AND MAKES RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES IN MATTERS OF THE PRESIDENT'S TERMS OF EMPLOYMENT INCLUDING COMPENSATION AND BENEFITS. THE COMPENSATION AND BENEFITS OF THE PRESIDENT ARE SET FORTH IN EITHER A WRITTEN COMPENSATION AND BENEFITS TERM SHEET, OR IN A FORMAL WRITTEN EMPLOYMENT AGREEMENT EXECUTED BETWEEN THE SOCIETY AND THE PRESIDENT. THE EXECUTIVE COMMITTEE WILL SUBMIT THE RECOMMENDED COMPENSATION TERM SHEET OR FORMAL EMPLOYMENT AGREEMENT WITH THE PRESIDENT TO THE BOARD OF TRUSTEES FOR DISCUSSION AND ACTION. THE BOARD AND EXECUTIVE COMMITTEE DISCUSS THE MATTER DURING A PORTION OF THE BOARD MEETING WHEN THE PRESIDENT IS EXCUSED FROM THE MEETING AND NOT PRESENT. THE TERM SHEET OR FORMAL AGREEMENT WITH THE PRESIDENT MUST BE APPROVED BY A MAJORITY VOTE OF THE BOARD OF TRUSTEES PRESENT AT A DULY CALLED AND HELD BOARD OF TRUSTEES MEETING WHERE THE REQUIRED QUORUM OF DIRECTORS IS PRESENT TO CONDUCT A MEETING. COMPARISONS OF PUBLIC DATA ON COMPENSATION ARE USED AND DOCUMENTED IN DETERMINING THE PRESIDENT'S COMPENSATION, AS WELL AS FACTS AND CIRCUMSTANCES RELATING TO THE PAST PERFORMANCE OF THE PRESIDENT. THE PRESIDENT'S COMPENSATION PACKAGE IS REVIEWED REGULARLY BY THE BOARD OF TRUSTEES. COMPENSATION PROCESS FOR OFFICERS (SENIOR MANAGERS) THE PRESIDENT OF THE SOCIETY IS RESPONSIBLE FOR ALL ADMINISTRATIVE DETAILS, AND IMPLEMENTATION OF POLICIES, PROGRAMS, AND LONG RANGE OBJECTIVES APPROVED BY THE BOARD OF TRUSTEES. THE PRESIDENT EXERCISES FULL SUPERVISION AND MANAGEMENT OF ALL PERSONNEL, ASSIGNS DUTIES AND SO FORTH WITHIN THE POLICIES APPROVED BY THE BOARD. COMPENSATION FOR SENIOR MANAGERS IS DETERMINED THROUGH A DUE DILIGENCE PROCESS THAT THE PRESIDENT EMPLOYS BASED UPON THE COMPARISONS OF PUBLIC DATA, PARTICULARLY THE PUBLISHED WAGE SCALES OF THE NEW ENGLAND MUSEUM ASSOCIATION, PAST PERFORMANCE, AND THE AMBITIOUS GOALS STATED IN SENIOR MANAGERS' ANNUAL WORK PLAN OBJECTIVES. OVERALL COMPENSATION IS REVIEWED BY THE FINANCE COMMITTEE AND A RECOMMENDATION IS MADE TO THE BOARD OF TRUSTEES FOR THEIR APPROVAL AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S IRS FORM 990 IS AVAILABLE ON THE SOCIETY'S WEBSITE, AT WWW.GUIDESTAR.COM OR BY APPOINTMENT AT THE LIBRARY. THE SOCIETY'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE OR BY APPOINTMENT AT THE LIBRARY. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AT AVAILABLE BY APPOINTMENT AT THE SOCIETY'S LIBRARY IN CONCORD, NH. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 3,057. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.