2015-11-16T14:57:51-06:00 2014-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2014-01-01 046003248 MARBLEHEAD MUSEUM & HISTORICAL SOCIETY MARB 7816311768 170 WASHINGTON STREET MARBLEHEAD MA 01945 PAM M PETERSON EXECUTIVE DIRECTOR 7816311768 2015-11-16 1 ALFONSO PERILLO P00950491 6172276161 2015-11-16 2014 2016-03-07 17:11:31Z PAM M PETERSON 170 WASHINGTON STREET MARBLEHEAD MA 01945 655554 0 X WWW.MARBLEHEADMUSEUM.ORG X 1902 MA THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. 16 16 6 34 0 0 256468 187609 33624 15603 39913 139971 11374 -19435 341379 323748 0 25 0 0 137919 142420 0 0 44098 155380 125464 293299 267909 48080 55839 1888126 1931714 246 73 1887880 1931641 X THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. 0 0 153540 25 19528 MAINTENANCE & PRESERVATION OF JEREMIAH LEE MANSION IN MARBLEHEAD AND PROMOTION OF THE HISTORICAL BOOKS, COLLECTIONS AND SUBJECTS RELATING TO THE HISTORY OF MARBLEHEAD, MASSACHUSETTS 153540 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 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 12 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 1 0 1 1 0 1 0 0 0 1 1 1 1 1 0 1 0 0 MA X PAM M PETERSON 7816311768 170 WASHINGTON STREET MARBLEHEAD MA 01945 JACK ATTRIDGE PRESIDENT/DIRECTOR 5.00 X X 0 0 0 AMY DRINKER 1ST V.P./DIRECTOR 5.00 X X 0 0 0 PATTY PEDERSON 2ND V.P./DIRECTOR 3.00 X X 0 0 0 KIM DOWNING SECRETARY/DIRECTOR 2.00 X X 0 0 0 MICHAEL MEEHAN TREASURER/DIRECTOR 2.00 X X 0 0 0 DIANE BARBOUR DIRECTOR 2.00 X 0 0 0 ANDREW CHRISTENSEN DIRECTOR 2.00 X 0 0 0 DON DOLIBER DIRECTOR 2.00 X 0 0 0 MARCIA HUNKINS DIRECTOR 2.00 X 0 0 0 MELINDA HUFF DIRECTOR 2.00 X 0 0 0 KAREN LANG DIRECTOR 2.00 X 0 0 0 LIBBY MOORE DIRECTOR 2.00 X 0 0 0 GENE RECORD DIRECTOR 2.00 X 0 0 0 MAEVE RICE DIRECTOR 2.00 X 0 0 0 BEVERLY SIMPSON DIRECTOR 2.00 X 0 0 0 JEAN FALLON DIRECTOR 2.00 X 0 0 0 CAROLE KUPSOFF DIRECTOR (THROUGH 8/14) 2.00 X 0 0 0 PAM PETERSON EXECUTIVE DIRECTOR 37.50 X 44835 0 0 44835 0 0 0 0 0 0 0 29920 32075 125614 6000 187609 ADMISSIONS 900099 15603 15603 15603 36628 36628 197 197 3550 13225 -9675 -9675 -9675 403342 299999 103343 103343 103343 4700 32075 18582 -13882 -13882 3925 0 3925 3925 323748 19528 0 116611 25 25 44835 22417 11209 11209 86876 55477 18713 12686 10709 5917 3623 1169 2845 2845 2028 2028 7911 4313 3598 2796 2796 10276 10276 7477 1477 6000 31407 31407 290 290 14732 8139 4984 1609 27552 15223 9321 3008 MEMBERSHIP & DEVELOPMEN 8417 8417 MUSEUM. COLLECTIONS & E 7536 7536 CREDIT CARD FEES 2197 2197 267909 153540 70271 44098 6828 39324 117664 152294 3775 546622 201102 360647 345520 1402987 1387487 3314 1888126 1931714 246 73 246 73 X 1884830 1925641 3050 6000 1887880 1931641 1888126 1931714 55839 -12078 0 X 1 X 0 0 0 X 116228 103122 92356 256468 187609 755783 6958 43603 48521 44998 24228 168308 123186 146725 140877 301466 211837 924091 0 0 0 924091 31330 32589 35307 39913 40375 179514 31330 32589 35307 39913 40375 179514 154516 179314 176184 341379 252212 1103605 0.83730 0.84080 0.16270 0.15920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40581 X X X 0 1523701 6000 128274 110224 1971 1545780 1265572 38343 220096 310 1523701 1159971 155744 49959 184 1265572 1230297 13868 84180 14 1159971 1160305 140490 70498 1230297 0.99610 0.00390 0 0 500041 195102 304939 6000 6000 0 40581 40581 345520 PART III, LINE 4: THE MARBLEHEAD MUSEUM PRESERVES, PROTECTS, AND PROMOTES MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD FOR THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2014 DONOR RESTRICTED FUNDING FOR PROGRAMS $ 6,000 BOARD DESIGNATED-LONG-TERM GROWTH AND SUSTAINABILITY $1,539,780 $1,545,780 GARDEN PARTY 9716 7216 2500 2803 FALL BON APPETIT 3685 2485 1200 1200 1121 6 23374 22374 1000 7193 6265 36775 32075 4700 8393 10189 18582 -13882 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION ADOPTED REVISED CORPORATE BY-LAWS ON OCTOBER 19, 2014. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS DUES PAYING MEMBERS. THIS IS THE ONLY CLASS OF MEMBERSHIP AND THEY HAVE THE POWER TO ELECT TO ELECT THE OFFICERS OF THE ORGANIZATION FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE THE POWER TO VOTE ON THE NEW SLATE OF OFFICERS ELECTED AT ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT KEEP MINUTES OF ITS COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR REVIEWS A DRAFT OF THE FORM 990 AS PREPARED BY INDEPENDENT TAX PROFESSIONALS AND DISCUSSES ANY QUESTIONS/ISSUES WITH THE TAX PROFESSIONALS. ONCE THE EXECUTIVE DIRECTOR ACCEPTS THE DRAFT, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE FORM ANNUALLY. IF A CONFLICT ARISES DURING THE YEAR, THEY ARE REQUIRED TO DISCLOSE IT IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY EXECUTIVE BOARD OFFICERS WHO ALSO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE MUSEUM.