2015-05-06T09:59:23-05:00 2014-06-30 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2013-07-01 010276272 GREATER PORTLAND LANDMARKS INC GREA 2077745561 93 HIGH STREET PORTLAND ME 04101 HILARY BASSETT EXECUTIVE DIRECTOR 2077745561 2015-04-28 1 THOMAS EMERY P00532592 2077732986 2013 2016-02-25 16:41:14Z HILARY BASSETT 93 HIGH STREET PORTLAND ME 04101 610123 0 X WWW.PORTLANDLANDMARKS.ORG X 1964 ME TO PRESERVE AND REVITALIZE THE ARCHITECTURAL FABRIC, HISTORY AND CHARACTER OF GREATER PORTLAND - RENEWING OUR NEIGHBORHOODS, SPURRING ECONOMIC DEVELOPMENT AND KEEPING PORTLAND ONE OF THE MOST LIVABLE CITIES IN AMERICA. 26 26 12 100 -128 -2163 173756 328442 102988 115321 7015 17830 39600 -10393 323359 451200 0 0 0 0 240731 207033 0 0 121965 153823 193222 394554 400255 -71195 50945 2822318 2865635 581455 561061 2240863 2304574 X TO PROMOTE THE PRESERVATION AND REVITALIZATION OF HISTORIC BUILDINGS, NEIGHBORHOODS, AND LANDSCAPES, AND TO ENCOURAGE HIGH-QUALITY NEW ARCHITECTURE THAT ENHANCES THE LIVABILITY AND ECONOMIC VITALITY OF GREATER PORTLAND, MAINE. 0 0 19750 6268 EDUCATION- GPL PARTICIPATES IN COMMUNITY EDUCATION AND ADVOCACY FOR HISTORIC PRESERVATION AND HIGH QUALITY NEW ARCHITECTURE IN HISTORIC CONTEXTS BY PROVIDING INFORMATION AND TESTIMONY IN A VARIETY OF COMMUNITY AND CIVIC MEETINGS. GPL'S EDUCATION PROGRAMS ENGAGE ADULTS AND CHILDREN WITH ARCHITECTURE AND HISTORIC PRESERVATION THROUGH WALKING TOURS, SLIDE AND POWERPOINT PRESENTATIONS, WORKBOOKS, LECTURES, AND OTHER PROGRAMS. THIS PAST YEAR OVER 600 PEOPLE TOOK PART IN WALKING TOURS OF THE OLD PORT, EASTERN CEMETERY, AND HIGH STREET. GPL SUPPORTS THE THIRD GRADE LOCAL HISTORY CURRICULUM THROUGH WALKING TOURS AND THE "CITY IS A CLASSROOM" STUDENT WORKBOOK, WHICH FOCUSES ON LOCAL HISTORY AND ARCHITECTURE. 24555 65076 THE OBSERVATORY- GPL OPERATES THE PORTLAND OBSERVATORY (1807) A NATIONAL HISTORIC LANDMARK AS AN HISTORIC SITE, WHICH ATTRACTS OVER 10,000 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. 32162 10757 PRESERVATION SERVICES- GPL PROVIDES ASSISTANCE TO NEIGHBORHOOD GROUPS, LOCAL GOVERNMENTS, AND BUILDING OWNERS, BOTH COMMERCIAL AND RESIDENTIAL, TO HELP ANSWER QUESTIONS RELATED TO PRESERVATION PLANNING, THE STATE HISTORIC PRESERVATION TAX CREDITS, ENERGY EFFICIENCY ISSUES, AND HISTORIC AND NEW DESIGN CONCERNS. 64225 1726 NEWSLETTER - $19,354ADVOCACY - $21,517PUBLICATIONS - $1,245COMMUNICATIONS & PLANNING - $10,25950TH ANNIVERSARY - $11,850 64225 1726 140692 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 1 0 1 0 0 0 0 0 0 0 1 8 0 1 12 1 1 1 0 0 0 0 1 1 0 0 0 0 X 26 26 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 MARJORIE GETZ PRESIDENT 6.00 X X 0 0 0 THOMAS ELLIMAN FIRST VICE PRESIDENT 4.00 X X 0 0 0 THOMAS DOWD TREASURER 6.00 X X 0 0 0 MICHAEL MERTAUGH SECRETARY/CLERK 4.00 X X 0 0 0 CAROL J DETINE SECOND VICE PRESIDENT 4.00 X X 0 0 0 SHARON MILLER BOARD MEMBER 2.00 X 0 0 0 SALLY G OLDHAM BOARD MEMBER 6.00 X 0 0 0 MALCOLM L COLLINS BOARD MEMBER 2.00 X 0 0 0 ROBERT E CLEAVES BOARD MEMBER 2.00 X 0 0 0 JOSEPH CONFORTI BOARD MEMBER 2.00 X 0 0 0 FRANCESCA GALLUCIO-STEELE BOARD MEMBER 2.00 X 0 0 0 JAMES CRAM BOARD MEMBER 2.00 X 0 0 0 DAVID ROBINSON BOARD MEMBER 2.00 X 0 0 0 KATE GRIFFITH BOARD MEMBER 2.00 X 0 0 0 RICHARD GILBANE 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 JULIE LARRY BOARD MEMBER 2.00 X 0 0 0 ED GARDNER 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 CORDELIA PITMAN BOARD MEMBER 2.00 X 0 0 0 KARYN PELLOW BOARD MEMBER 2.00 X 0 0 0 HARVEY ROSENFELD 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 HILARY BASSETT EXECUTIVE DIRECTOR 40.00 X 52787 0 4547 52787 0 4547 0 0 0 0 0 22100 306342 328442 OBSERVATORY ADMISSIONS 900099 60206 60206 MEMBERSHIP DUES 909999 29355 29355 PRESERVATION SERVICES 900099 10757 10757 NEWSLETTER ADVERTISING 541800 8735 8735 EDUCATION PGMS, TOURS 900099 6268 6268 115321 17830 17830 81857 90720 -8863 -8863 -8863 14730 14730 0 0 34888 22100 43014 -8126 -8126 15329 10459 4870 4870 MISCELLANEOUS 900099 1726 1726 1726 451200 113182 -128 9704 60004 16637 26730 16637 122765 75625 47140 7704 7704 16560 8398 2413 5749 17234 14871 2363 13008 8610 1963 2435 3773 3748 25 33290 13551 15302 4437 4054 657 550 2847 37781 3096 34685 2600 2590 10 22708 22708 3118 3118 FEDERAL TAX REFUND -34 -34 BAD DEBT EXPENSE 35791 0 0 35791 OTHER 10530 5739 1676 3115 MAINTENANCE 5963 1089 4874 0 3406 952 1003 1451 400255 140692 137598 121965 65789 201357 32122 27004 36610 14473 5631 6056 44213 41459 815 3900 2506734 270516 2259083 2236218 352893 335168 25162 0 2822318 2865635 9585 20142 13520 5620 558350 535299 581455 561061 X 2076342 2151719 164521 152855 2240863 2304574 2822318 2865635 50945 12766 0 X X 0 1 X 1 0 X 459022 280786 278716 173756 328442 1520722 459022 280786 278716 173756 328442 1520722 141336 1379386 4999 4989 5173 7015 17830 40006 36517 29619 25907 8025 100068 48912 48912 1709708 743417 0.80680 0.84520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: HISTORIC TAX CREDIT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 13 0.00 13 1 0 25.00 1000 X X 0 0 42932 0 0 0 0 42932 1.00000 0.00000 0.00000 0 0 525000 525000 1900269 192535 1707734 38450 36962 1488 43015 41019 1996 2236218 X 565145 12766 101179 113945 451200 0 451200 501434 101179 101179 400255 0 400255 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 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS PROVIDED FOR IN THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. 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 FOLLOWING 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, 2011 THROUGH 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 90,720. COST OF MERCHANDISE SOLD 10,459. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 10,459. RENTAL EXPENSES 90,720. HOUSE GALA 47004 19100 27904 40688 HOUSE TOURS 9984 3000 6984 2326 56988 22100 34888 43014 43014 -8126 SALLY G OLDHAM BOARD MEMBER 36320 BOARD MEMBERS'S DAUGHTER'S COMPANY RENTS BUILDING SPACE AND PARKING SPACES FROM THE ORGANIZATION AT $36,320/YR. 0 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.