2015-05-01T13:25:23-05:00 2014-06-30 341897225 HILL BARTH & KING LLC 1000 SE MONTEREY CMNS BLVD 101 STUART FL 349963327 990 2013-07-01 590913326 HISTORICAL SOCIETY OF MARTIN COUNTY INC DBA THE ELLIOTT MUSEUM HIST 7722251961 825 NE OCEAN BLVD STUART FL 34996 JENNIFER ESLER CEO 7722251961 2015-04-23 1 JOHN J FEDOREK P00039756 7722874480 2015-04-23 2013 2016-03-07 17:11:31Z JENNIFER ESLER 825 NE OCEAN BLVD STUART FL 34996 1638944 0 X WWW.ELLIOTTMUSEUMFL.ORG X 1956 FL THE MUSEUM PRODUCES EXHIBITS AND PROGRAMS ABOUT ART, HISTORY AND TECHNOLOGY; IT PRESERVES ART AND HISTORICAL OBJECTS TO USE FOR THIS PURPOSE 15 15 0 150 0 0 2513411 672069 496409 659347 1005 882 186743 64196 3197568 1396494 0 0 0 0 0 0 0 0 80619 2057747 2148270 2057747 2148270 1139821 -751776 20529110 18510446 3248530 1981641 17280580 16528805 THE MISSION OF THE ELLIOTT MUSEUM IS TO INSPIRE CREATIVITY THROUGH EXHIBITS AND PROGRAMS ABOUT ART, HISTORY AND TECHNOLOGY FOR THE PEOPLE LIVING IN AND VISITING THE TREASURE COAST. 0 0 1718452 730114 THE MUSEUM PRODUCED ART EXHIBITS IN THE CHANGING GALLERY INCLUDING ALBERS AND HEIRS: JOSEF ALBERS, NEIL WELLIVER AND JANE DAVIS DOGGETT; AND HOSTED DUGOUT CANOES: PADDLING THROUGH THE AMERICAS (FROM FLORIDA MUSEUM OF NATURAL HISTORY). BOTH OF THESE EXHIBITIONS FOCUSED ON THE SYNERGY OF ART, HISTORY AND TECHNOLOGY. THE MUSEUM ALSO IMPROVED ITS PERMANENT EXHIBITIONS INCLUDING ONE ON LOCAL HISTORY CALLED OUR STORIES, AS WELL AS THE ADDITION OF LATE 1800S STORES SUCH AS AN ICE CREAM PARLOR AND APOTHECARY SHOP. EDUCATIONAL PROGRAMS INCLUDED MONTHLY LECTURES ON A VARIETY OF TOPICS AT THE ELLIOTT MUSEUM, A SUBSCRIPTION SERIES ON AUTOMOBILE HISTORY, AS WELL AS FIFTEEN LECTURES AT THE HOUSE OF REFUGE. IN ADDITION, THE MUSEUM OFFERED NEARLY FIFTY CLASSES IN THE ART STUDIO, TWENTY WORKSHOPS AND TEN ONE-WEEK SUMMER CAMPS. 1718452 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 1 1 0 0 0 0 0 0 0 1 30 0 0 0 0 0 0 0 1 1 0 0 0 1 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X AMY MARTIN 7722251961 825 NE OCEAN BLVD STUART FL 34996 PETER UPTON CHAIRPERSON 4.00 X X 0 0 0 FERNANDO GIACHINO CHAIR ELECT 2.00 X X 0 0 0 CHUCK HICKS TREASURER 2.00 X X 0 0 0 WALTER WOODS IMMEDIATE PAST CHAIR 2.00 X 0 0 0 KEVIN YOUNGBLOOD SECRETARY 2.00 X X 0 0 0 SCOTT R BARATTA DIRECTOR 2.00 X 0 0 0 SHARYON DAIGNEAU DIRECTOR 4.00 X 0 0 0 DEBRA DUVALL DIRECTOR 4.00 X 0 0 0 PETER FREUDENBERG DIRECTOR 4.00 X 0 0 0 RACHELLE GRADY DIRECTOR 3.00 X 0 0 0 SCOTT MACDONALD DIRECTOR 2.00 X 0 0 0 OSVALDO MONZON DIRECTOR 2.00 X 0 0 0 MICHELLE REILLY DIRECTOR 2.00 X 0 0 0 STEVE SWAN DIRECTOR 2.00 X 0 0 0 AARON WOJCIESZAK DIRECTOR 2.00 X 0 0 0 JENNIFER ESLER CEO 40.00 X 108662 0 8987 108662 0 8987 1 0 0 0 ADP TOTALSOURCE 10200 SUNSET DRIVE MIAMI FL 33173 EMPLOYEE LEASING COMPANY 762928 1 149916 50731 471422 30618 672069 VISITOR SERVICES 713990 522362 522362 MANAGEMENT CONTRACT - 611710 83638 83638 EDUCATION 541610 53347 53347 659347 41 41 103827 102986 841 841 841 57405 63094 -5689 -5689 145059 76370 68689 68689 MISC INCOME 900099 1196 1196 1196 1396494 730114 0 -5689 X 1876 1407 469 22240 16680 5560 18434 18434 751401 501560 169366 80475 72260 72260 53250 39937 13313 9588 7191 2397 1389 1389 82695 82695 437925 437925 46189 46189 EXHIBITS 340804 340804 UTILITIES 106973 90927 16046 REPAIRS AND MAINTENANCE 97592 73194 24398 CURATORIAL AND COLLECTI 30339 30339 75315 58650 16521 144 2148270 1718452 349199 80619 261060 85966 81274 77934 4006777 2488234 3148 110025 18063 29575 59415 8113 16224545 542064 16071351 15682481 28022 28118 20529110 18510446 87007 144998 105675 58960 3055848 1777683 3248530 1981641 X 16865487 16113712 364093 364093 51000 51000 17280580 16528805 20529110 18510446 -751776 0 X 0 0 0 X 143687 553294 1381398 1513411 672068 4263858 143687 553294 1381398 1513411 672068 4263858 160596 4103262 142976 62545 651 121 41 206334 4470192 1773028 0.91790 0.85850 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: DESCRIPTION: OPERATING GRANT DATE: 03/13/13 AMOUNT: 1000000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 51000 51000 51000 51000 50000 1000 51000 50000 50000 50000 50000 1.00000 0 0 16066369 512955 15553414 22157 4864 17293 136019 24245 111774 15682481 PART III, LINE 1A: COLLECTION ITEMS CONSIST OF HISTORICAL ARCHIVES, PHOTOGRAPHS, BOOKS, OBJECTS, DECORATIVE ARTS, ART, TEXTILES, BICYCLES, CARS, TRUCKS, BOATS, MODELS, MARITIME OBJECTS, BASEBALL MEMORABILIA, TOOLS, AND OTHER OBJECTS THAT ARE USED TO HELP THE ORGANIZATION FULFILL ITS MISSION. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS (FASB) ASC 958-605-25-19, THE ORGANIZATION HAS CHOSEN NOT TO CAPITALIZE COLLECTIONS ITEMS ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. IN ADDITION, COSTS OF PURCHASED COLLECTION ITEMS, PROCEEDS FROM SALES OF COLLECTION ITEMS AND PROCEEDS FROM INSURANCE RECOVERIES ARE TREATED AS A SEPARATE COMPONENT IN DETERMINING THE CHANGES IN NET ASSETS IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS ADOPTED A COLLECTIONS POLICY; WHICH ADDRESSES ACQUISITIONS, RETIREMENTS FROM COLLECTION, ACCESS TO THE COLLECTION, CARE OF THE COLLECTION, RISK MANAGEMENT, INVENTORY OF THE COLLECTION AND LOANS OF COLLECTION ITEMS. THE ORGANIZATION DEACCESSIONED 10 VEHICLES DURING FISCAL YEAR 2014. AS OF THE DATE OF THE FINANCIAL STATEMENTS, 6 DEACCESSIONED ITEMS WERE SOLD. PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT PROGRAM AND OPERATING EXPENSES. CAR SHOW 28365 28365 31833 ART SHOW 4596 4596 5666 3 24444 24444 25595 57405 57405 63094 63094 -5689 X 1 0 COLLECTION ITEMS X 0 COLLECTION ITEMS X 2 0 COLLECTION ITEMS X 9 0 COLLECTION ITEMS X EXHIBITS 2 14884 FMV PER DONOR X MOVING/STORAG 1 5000 FMV PER DONOR X MAILINGS 1 3937 FMV PER DONOR X ADVERTISING 2 3900 FMV PER DONOR X EVENT SERVICE 1 1145 FMV PER DONOR X FOOD 3 1025 FMV PER DONOR X TENT RENTAL 1 475 FMV PER DONOR X PHOTOGRAPHY S 1 150 FMV PER DONOR X CURATORIAL SU 1 103 FMV PER DONOR X FRAMED BURGEE 1 0 COLLECTION ITEMS X AUTOGRAPHED B 1 0 COLLECTION ITEMS X MODEL CARS 15 0 COLLECTION ITEMS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT PRESENTS THE 990, PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, TO THE BOARD TO EXPLAIN THE KEY POINTS. THE BOARD MEMBERS THEN VOTE TO APPROVE THE SUBMISSION OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS GIVEN THE CONFLICT OF INTEREST POLICY AND THE CEO OR EQUIVALENT EXPLAINS POLICY IN DETAIL PRIOR TO BOARD MEMBER SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DISCUSSES AND APPROVES THE COMPENSATION OF THE CEO AND STAFF DURING THE BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE ON SITE. UPON REQUEST, COPIES ARE SHOWN, MAILED, FAXED OR EMAILED TO THE INQUIRER. FORM 990, PART IX, LINE 11G EMPLOYEE COSTS: PROGRAM SERVICE EXPENSES 501,560. MANAGEMENT AND GENERAL EXPENSES 169,366. FUNDRAISING EXPENSES 80,475. TOTAL EXPENSES 751,401.