2017-01-26T10:59:28-06:00 2016-06-30 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2015-07-01 010276272 GREATER PORTLAND LANDMARKS INC GREA 2077745561 93 HIGH STREET PORTLAND ME 04101 HILARY BASSETT EXECUTIVE DIRECTOR 2077745561 2017-01-10 1 THOMAS EMERY P00532592 2077732986 2015 2021-01-29 14:40:06Z HILARY BASSETT 93 HIGH STREET PORTLAND ME 04101 465706 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 14 165 -2539 -2476 302194 206217 101873 125235 15924 14008 -21069 -23667 398922 321793 0 0 0 0 213181 220175 0 0 79892 201506 167729 414687 387904 -15765 -66111 2841267 2737627 540149 511821 2301118 2225806 X TO PRESERVE AND REVITALIZE GREATER PORTLAND'S REMARKABLE LEGACY OF HISTORIC BUILDINGS, NEIGHBORHOODS, LANDSCAPES, AND PARKS. 0 0 15091 4275 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. 40209 87690 THE OBSERVATORY - LANDMARKS OPERATES THE PORTLAND OBSERVATORY (1807) A NATIONAL HISTORIC LANDMARK AS A HISTORIC SITE, WHICH ATTRACTS OVER 12,000 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. 23606 9775 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 OBSERVER NEWSPAPER, THE PRESERVATION DIRECTORY AND THE OLD HOUSE TRADE SHOW. 80149 222 NEWSLETTER - $21,475ADVOCACY - $52,794PUBLICATIONS - $1,584COMMUNICATIONS & PLANNING - $1,89350TH ANNIVERSARY - $2,208TOURS - $195 80149 222 159055 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 14 1 1 1 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 0 0 ME X X HILARY BASSETT 2077745561 93 HIGH STREET PORTLAND ME 04101 THOMAS ELLIMAN PRESIDENT 6.00 X X 0 0 0 FRANCESCA GALLUCCIO-STEELE FIRST VICE PRESIDENT 4.00 X X 0 0 0 THOMAS DOWD TREASURER 6.00 X X 0 0 0 RICHARD GILBANE MEMBER AT LARGE 2.00 X 0 0 0 JANE BATZELL SECOND VICE PRESIDENT 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 JAMES CRAM BOARD MEMBER 2.00 X 0 0 0 CAROL J DE TINE BOARD MEMBER 2.00 X 0 0 0 ED GARDNER BOARD MEMBER 2.00 X 0 0 0 SARAH GRAULTY BOARD MEMBER 2.00 X 0 0 0 KATE GRIFFITH BOARD MEMBER 2.00 X 0 0 0 JANE HURD BOARD MEMBER 2.00 X 0 0 0 NANCY LADD BOARD MEMBER 2.00 X 0 0 0 CANDICE THORNTON LEE BOARD MEMBER 2.00 X 0 0 0 BRUCE MOIR BOARD MEMBER 2.00 X 0 0 0 PATRICK 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 DAVID ROBINSON BOARD MEMBER 2.00 X 0 0 0 NATE STEVENS 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 57238 0 5483 57238 0 5483 0 0 0 0 0 19100 187117 206217 OBSERVATORY ADMISSIONS 900099 83040 83040 MEMBERSHIP DUES 909999 19720 19720 PRESERVATION SERVICES 900099 9775 9775 NEWSLETTER ADVERTISING 541800 8425 8425 EDUCATION PGMS, TOURS 900099 4275 4275 125235 14008 14008 75310 86274 -10964 -10964 -10964 34877 19100 52452 -17575 -17575 9837 5187 4650 4650 MISCELLANEOUS 900099 222 222 222 321793 121682 -2539 -3567 62612 17218 28176 17218 133978 90564 43414 6562 6562 17023 9961 2051 5011 22635 22635 12754 11279 1475 3347 3061 286 31525 8193 19617 3715 4265 3984 281 34660 34660 1046 138 555 353 18004 18004 3479 3479 OTHER 24312 17902 -1063 7473 MAINTENANCE 6450 6450 STAFF DEVELOPMENT 2057 94 1536 427 BAD DEBT EXPENSE 2000 2000 1195 645 550 387904 159055 148957 79892 134111 116391 27161 27183 34200 23000 3134 1309 49424 42258 1152 1022 2563947 374516 2232538 2189431 359547 337033 2841267 2737627 23167 19775 5620 5620 511362 486426 540149 511821 X 2136799 2081936 164319 143870 2301118 2225806 2841267 2737627 -66111 -9201 0 X X 0 1 X 1 0 X 278716 173756 328442 302194 206217 1289325 278716 173756 328442 302194 206217 1289325 19672 1269653 5173 7015 17830 15924 14008 59950 25907 8025 33932 1383207 785966 0.91790 0.87310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 13 0.00 13 1 0 25.00 1000 X X 0 45363 1832 47195 42932 2584 -153 45363 42932 42932 1.00000 0.00000 0.00000 0 0 525000 525000 1955902 292926 1662976 38450 38391 59 44595 43199 1396 2189431 X 404053 -9201 91461 82260 321793 0 321793 479365 91461 91461 387904 0 387904 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: 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, 2013 THROUGH 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 86,274. COST OF MERCHANDISE SOLD 5,187. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 5,187. RENTAL EXPENSES 86,274. HOUSE GALA 53977 19100 34877 50959 OLD HOUSE TRADE SHOW 83 1 1410 53977 19100 34877 52452 52452 -17575 X 0 NOT VALUED 0 0 1 0 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 11 GREATER PORTLAND LANDMARK'S 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.