2016-02-12T11:45:44-06:00 2015-03-31 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2014-04-01 020260158 STRAWBERY BANKE MUSEUM STRA 6034331100 PO BOX 300 PORTSMOUTH NH 038020300 LAWRENCE YERDON PRESIDENT 6034331100 2016-02-04 1 THOMAS EMERY P00532592 2077732986 2014 2016-08-17 19:52:53Z LAWRENCE YERDON PO BOX 300 PORTSMOUTH NH 038020300 4257336 0 X WWW.STRAWBERYBANKE.ORG X 1967 NH THE MUSEUM'S MISSION IS TO PROMOTE UNDERSTANDING OF THE LIVES OF INDIVIDUALS AND THE VALUE OF COMMUNITY THROUGH ENCOUNTERS WITH THE HISTORY AND ONGOING PRESERVATION OF A NEW ENGLAND SEAPORT NEIGHBORHOOD. ANNUALLY, THE MUSEUM SERVES 94,000 INDIVIDUALS OF ALL AGES WITH A VARIED AND EXTENSIVE SCHEDULE OF EDUCATIONAL PROGRAMS. 22 21 119 300 0 0 1792120 2616750 655316 960501 65655 88334 396329 405553 2909420 4071138 0 0 0 0 1388560 1375745 0 0 189372 1156897 1487739 2545457 2863484 363963 1207654 9195043 10501636 132271 205772 9062772 10295864 X THE MUSEUM'S MISSION IS TO PROMOTE UNDERSTANDING OF THE LIVES OF INDIVIDUALS AND THE VALUE OF COMMUNITY THROUGH ENCOUNTERS WITH THE HISTORY AND ONGOING PRESERVATION OF A NEW ENGLAND SEAPORT NEIGHBORHOOD.SIGNIFICANT ACTIVITIES: SCHOOL PROGRAMS FOR 12,000+ STUDENTS INCLUDING A PROGRAM FOR UNDERSERVED/UNDER-PERFORMING NH, ME AND MA SCHOOLS; MISSION-DRIVEN EVENTS IN COLLABORATION WITH THE STAGE FORCE, THE MUSEUM'S NEIGHBORHOOD ASSOCIATION & GUNDALOW COMPANY; INTERNSHIP PROGRAMS FOR UNDERGRADUATE AND GRADUATE STUDENTS; ON-GOING RESTORATION PROGRAM; AND INTERACTIVE INTERPRETIVE EXPERIENCE FOR 25,000+ SEASONAL VISITORS TO THE SITE. 1 0 2139617 995504 STRAWBERY BANKE MUSEUM [SBM] IS AN OUTDOOR LIVING HISTORY MUSEUM IN PORTSMOUTH, NH. - IT INTERPRETS 400-YEAR HISTORY OF A SEAPORT COMMUNITY. SBM PRESERVES AND MAINTAINS THIRTY-EIGHT HISTORIC STRUCTURES, TWO MODERN BUILDINGS - THE TYCO VISITORS CENTER AND THE CARTER COLLECTIONS CENTER, EXTENSIVE PERIOD GARDENS, A LARGE ARCHAEOLOGY COLLECTION [1,000+ UNITS], AND AN EXTENSIVE COLLECTION OF ARTIFACTS [25,000+] DATING FROM THE PERIOD 1653 TO 1960. TWENTY OF THE HISTORIC STRUCTURES ARE RESTORED AND OPEN TO THE PUBLIC. SBM PRODUCED AN EXTENSIVE AND VARIED EDUCATIONAL PROGRAM FOR OVER 94,000 VISITORS. THE SITE IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. LARGEST PROGRAM SERVICES: SCHOOL PROGRAMS AND OFFERINGS FOR FAMILIES. THE DAILY PROGRAM [MAY THROUGH OCTOBER] OFFERS AN EXTENSIVE AND VARIED SCHEDULE OF OFFERINGS - INCLUDING EXHIBITIONS, ROLE-PLAYING, HOUSE-TOURS, CRAFT, COOKING AND HORTICULTURE DEMONSTRATIONS, AND SPECIAL-SUBJECT TOURS. THE RESTORATION PROGRAM CONTINUES TO RESTORE HISTORIC SBM'S HISTORIC STRUCTURES TO REFLECT CURRENT RESEARCH AND BEST PRACTICES. IN 2014, SBMOPENED THE LABRIE FAMILY SKATE AT PUDDLE DOCK POND, A 19TH CENTURY OUTDOOR SKATING FACILITY. 2139617 1 1 0 0 0 0 1 1 0 1 1 0 0 1 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 0 0 0 0 0 0 0 0 1 66 0 1 119 1 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X SARAH TERENZIO 6034227518 PO BOX 300 PORTSMOUTH NH 038020300 CYNTHIA H HARVELL CHAIR 3.00 X X 0 0 0 ZACHARY SLATER VICE CHAIR 2.00 X X 0 0 0 PAUL BARKWORTH TREASURER 2.00 X X 0 0 0 MARCIA CRONIN SECRETARY 2.00 X X 0 0 0 MARTHA FULLER CLARK PAST CHAIR 1.00 X 0 0 0 ROBYN A ALDO TRUSTEE 2.00 X 0 0 0 MARK CONNOLLY TRUSTEE 1.00 X 0 0 0 TIMOTHY W DEMPSEY TRUSTEE 1.00 X 0 0 0 CYNTHIA FENNEMAN TRUSTEE 2.00 X 0 0 0 W DEAN HOWELLS TRUSTEE 1.00 X 0 0 0 KATHY WILLIAMS KANE TRUSTEE 1.00 X 0 0 0 WILLIAM KATH TRUSTEE 1.00 X 0 0 0 MATTHEW A MCFARLAND TRUSTEE 1.00 X 0 0 0 PATRICIA MEYERS TRUSTEE 1.00 X 0 0 0 JAMES O'NEILL JR TRUSTEE 1.00 X 0 0 0 PATSY OSTRANDER TRUSTEE 1.00 X 0 0 0 NANCY M POLLARD TRUSTEE 1.00 X 0 0 0 ALLISON M POTTER TRUSTEE 1.00 X 0 0 0 JOHN PRATT JR TRUSTEE 1.00 X 0 0 0 GERALD WR WARD TRUSTEE 1.00 X 0 0 0 DOUG WHEELER TRUSTEE 1.00 X 0 0 0 LAWRENCE YERDON PRESIDENT & CEO 40.00 X 98588 0 8166 98588 0 8166 0 0 0 0 0 120119 22500 2474131 9355 2616750 ADMISSION INCOME 900099 362450 362450 PROGRAM EVENTS 900099 227345 227345 PUDDLE DUCK POND PROGR 900099 226778 226778 EDUCATIONAL PROGRAMS 900099 143928 143928 960501 88334 88334 452498 137190 315308 315308 315308 92077 22500 36835 55242 55242 24262 12173 12089 12089 MISCELLANEOUS 900099 22914 22914 22914 4071138 995504 0 458884 106650 35550 35550 35550 1079545 697794 270156 111595 10970 6924 4027 19 87577 50852 31646 5079 91003 57732 22190 11081 3940 3940 25447 25447 419 419 203300 196588 6712 56949 53011 3938 99192 79838 12357 6997 20903 6120 14783 198252 198252 1335 1335 13336 6251 7085 2293 2293 175951 175951 71183 6320 64863 PROGRAM EXPENSES 241901 241901 MAINTENANCE 152820 143536 9284 EVENT EXPENSES 87693 87693 EQUIPMENT RENTAL AND MI 59444 59444 73381 30585 27683 15113 2863484 2139617 534495 189372 377546 685509 298514 199317 252979 103410 10837 20745 25202 22901 8364 7217 6492822 2456776 3464845 4036046 4108558 4764250 648198 662241 9195043 10501636 85520 153765 26168 33815 20583 18192 132271 205772 X 4845496 5271874 632348 707130 3584928 4316860 9062772 10295864 9195043 10501636 X 1207654 108717 -83279 X X 0 1 X 1 0 X 1144376 1707872 1197790 1792120 2616750 8458908 1144376 1707872 1197790 1792120 2616750 8458908 932085 7526823 392295 367068 501525 482971 540832 2284691 6650 30232 34347 51256 55242 177727 10921326 4317949 0.68920 0.62910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 1.00 1 X X X X 0 3182846 717890 194335 190922 3904149 3074157 17296 329727 238334 3182846 3015101 37824 199827 178595 3074157 3183214 56209 66594 290916 3015101 3163358 40501 426350 446995 3183214 0.07450 0.90020 0.02530 0 0 215331 215331 5209029 1450212 3758817 1068462 1006564 61898 4036046 BENEFICIAL INTEREST IN TRUST FUNDS HELD BY THE NH CHARITABLE FOUNDATION 662241 662241 X 4484817 108717 107181 200240 416138 4068679 2459 2459 4071138 3251725 107181 283519 390700 2861025 2459 2459 2863484 PART II, LINE 9: PRESERVATION EASEMENTS HELD BY STRAWBERY BANKE MUSEUM ARE NOT INCLUDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART III, LINE 1A: AS PERMITTED BY GAAP, THE MUSEUM HAS ELECTED NOT TO CAPITALIZE IT'S COLLECTIONS, THE FOLLOWING DISCLOSURES ARE INCLUDED IN THE MUSEUM'S FINANCIAL STATEMENTS. THE INSURED VALUE OF THE COLLECTION OBJECTS AND BUILDINGS AT MARCH 31, 2015 WAS $11,161,071. "IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, THE COLLECTIONS OF BOOKS, MANUSCRIPTS, FURNITURE, AND OTHER OBJECTS, AND HISTORICAL BUILDINGS PURCHASED AND DONATED ARE NOT INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION. THE MUSEUM EMPLOYS A CURATOR TO ENSURE THAT ITS HISTORICAL BUILDINGS AND COLLECTIONS ARE PROTECTED AND PRESERVED. PURCHASES OF COLLECTION ITEMS ARE INCLUDED IN OTHER CHARGES IN THE STATEMENTS OF ACTIVITIES AS A CHANGE IN NET ASSETS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES." "BUILDINGS RELATED TO THE PRESERVATION AND/OR EDUCATIONAL MISSION OF THE MUSEUM ARE CLASSIFIED AS PART OF THE COLLECTION AND, AS DESCRIBED IN THE PRECEDING PARAGRAPH, ARE NOT CAPITALIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION." PART V, LINE 4: TO PROVIDE INVESTMENT INCOME AND GAINS TO FURTHER VARIOUS ACTIVITIES OF THE MUSEUM. PART X, LINE 2: THE MUSEUM FOLLOWS THE PROVISIONS OF FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN 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 WERE NO LIABILITIES (OR REDUCTION IN AMOUNTS REFUNDABLE) FOR UNRECOGNIZED TAX BENEFITS AT MARCH 31, 2015 AND 2014, AND NO INTEREST OR PENALTIES WERE ACCRUED. THE MUSEUM IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED MARCH 31, 2012 THROUGH 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 12,173. SPECIAL EVENT EXPENSES 36,835. RENTAL EXPENSES 137,190. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST FUNDS 14,042. PART XI, LINE 4B - OTHER ADJUSTMENTS: SBM HISTORY BOOK REVENUES 2,459. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 12,173. SPECIAL EVENTS EXPENSES 36,835. RENTAL EXPENSES 137,190. UNCOLLECTIBLE PLEDGES 97,321. PART XII, LINE 4B - OTHER ADJUSTMENTS: SBM HISTORY BOOK REVENUES 2,459. VINTAGE & VINE 83400 21500 61900 27561 PASSPORT 31177 1000 30177 9274 114577 22500 92077 36835 36835 55242 FORM 990, PART III, LINE 2 THE MUSEUM OPENED THE LABRIE FAMILY SKATE AT PUDDLE DOCK POND, A 19TH CENTURY OUTDOOR, SEASONAL ICE SKATING RINK ON THE GROUNDS OF THE MUSEUM. THE SITE PROVIDES ICE SKATING IN A HISTORIC ATMOSPHERE AND BRINGS A COMMUNITY EXPERIENCE TO THE AREA. THE FACILITY OFFERS SOCIAL, RECREATIONAL AND LIMITED PERFORMING ARTS OPPORTUNITIES. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY OUR INDEPENDENT AUDIT FIRM. PRIOR TO FILING, A COMPLETE DRAFT IS REVIEWED BY THE MUSEUM'S PRESIDENT, ITS CHIEF FINANCIAL OFFICER AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM REQUIRES ALL EMPLOYEES AND BOARD MEMBERS TO FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORMS ARE REVIEWED PERIODICALLY AND ANY POTENTIAL CONFLICTS OF INTERESTS WILL BE DEALT WITH ON A CASE BY CASE BASIS IN ORDER TO STAY COMPLIANT WITH POLICY. FORM 990, PART VI, SECTION B, LINE 15 UPON INITIAL HIRING OF THE EXECUTIVE DIRECTOR, COMPARABILITY DATA AND AN INDEPENDENT RESEARCH FIRM WAS USED FOR DETERMINATION OF INITIAL SALARY. THEREAFTER, THE EXECUTIVE DIRECTOR IS EVALUATED ANNUALLY BY THE BOARD OF TRUSTEES, AT WHICH TIME THEY APPROVE A COMPENSATION LEVEL FOR THE UPCOMING YEAR BASED ON THE SALARY SURVEY DEVELOPED BY THE NEW ENGLAND MUSEUM ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THEIR ADMINISTRATIVE OFFICES IN PORTSMOUTH, NEW HAMPSHIRE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 14,042. UNCOLLECTIBLE PLEDGES -97,321. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE DURING THE YEAR.