2014-12-12T14:46:01-06:00 2014-03-31 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2013-04-01 020260158 STRAWBERY BANKE MUSEUM STRA 6034331100 PO BOX 300 PORTSMOUTH NH 038020300 LAWRENCE YERDON PRESIDENT 6034331100 2014-12-05 1 THOMAS EMERY P00532592 2077732986 2013 2015-11-30 17:44:51Z LAWRENCE YERDON PO BOX 300 PORTSMOUTH NH 038020300 3190382 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 75,000 INDIVIDUALS OF ALL AGES WITH A VARIED AND EXTENSIVE SCHEDULE OF EDUCATIONAL PROGRAMS. 21 21 119 300 0 0 1197790 1792120 692176 655316 141465 65655 401095 396329 2432526 2909420 0 0 0 0 1355245 1388560 0 0 198435 1254440 1156897 2609685 2545457 -177159 363963 8460761 9195043 165228 132271 8295533 9062772 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 10,000+ STUDENTS INCLUDING A PROGRAM FOR UNDERSERVED/UNDER-PERFORMING NH, ME AND MA SCHOOLS; MISSION-DRIVEN EVENTS IN COLLABORATION WITH THE STAGE FORCE, PRESCOTT PARK ARTS FESTIVAL, 3S [CONTEMPORARY ARTS GROUP], 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. 0 0 1782998 0 702790 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 [1774 UNITS], AND AN EXTENSIVE COLLECTION OF ARTIFACTS [25,000+] DATING FROM THE PERIOD 1653 TO 1960. NINETEEN OF THE HISTORIC STRUCTURES ARE RESTORED AND OPEN TO THE PUBLIC. SBM PRODUCED AN EXTENSIVE AND VARIED EDUCATIONAL PROGRAM FOR OVER 75,000 VISITORS. THE SITE IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. LARGEST PROGRAM SERVICES: SCHOOL PROGRAMS AND OFFERINGS FOR FAMILIES SERVE 12,000+ ANNUALLY. 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. 1782998 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 51 0 1 119 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X MICHAEL WALZAK 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 MARK CONNOLLY TRUSTEE 1.00 X 0 0 0 TIMOTHY DEMPSEY TRUSTEE 1.00 X 0 0 0 CYNTHIA FENNEMAN TRUSTEE 2.00 X 0 0 0 MICHELLE FIRMBACH-NADEAU TRUSTEE 1.00 X 0 0 0 MICHAEL HANLON TRUSTEE 1.00 X 0 0 0 W DEAN HOWELLS TRUSTEE 1.00 X 0 0 0 KATHERINE WILLIAMS KANE TRUSTEE 1.00 X 0 0 0 WILLIAM L KATH 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 JOHN PRATT JR TRUSTEE 1.00 X 0 0 0 SCOTT E PUESCHEL TRUSTEE 2.00 X 0 0 0 GERALD WR WARD TRUSTEE 1.00 X 0 0 0 DOUGLAS L WHEELER TRUSTEE 1.00 X 0 0 0 LAWRENCE YERDON PRESIDENT 40.00 X 98818 0 6759 98818 0 6759 0 0 0 0 0 104959 24000 1663161 1792120 ADMISSION INCOME 900099 360110 360110 PROGRAM EVENTS 900099 171978 171978 EDUCATIONAL PROGRAMS 900099 123228 123228 655316 65655 65655 417316 119717 297599 297599 297599 97095 24000 45839 51256 51256 121405 115406 5999 5999 MISCELLANEOUS 900099 41475 41475 41475 2909420 702790 0 414510 105449 35149 35150 35150 1079007 711800 251482 115725 10031 6312 2994 725 98135 59591 29549 8995 95938 62417 21424 12097 27118 27118 31306 31306 3868 3868 89838 83306 6532 43371 41912 1459 92027 73054 14695 4278 18098 6052 12046 149659 149659 1846 669 545 632 2213 2213 2088 2088 123501 123501 63805 63805 PROGRAM EXPENSES 218439 218439 MAINTENANCE 103069 91646 11423 EVENT EXPENSES 77218 77218 BAD DEBT EXPENSE 42414 0 42414 67019 15155 32490 19374 2545457 1782998 564024 198435 98419 377546 183986 298514 402334 252979 18685 10837 82431 25202 15046 8364 5745670 2280825 3060367 3464845 3992483 4108558 607010 648198 8460761 9195043 110321 85520 31972 26168 22935 20583 165228 132271 X 4435381 4845496 316413 632348 3543739 3584928 8295533 9062772 8460761 9195043 X 363963 362087 41189 X X 0 1 X 1 0 X 799607 1144376 1707872 1197790 1792120 6641765 799607 1144376 1707872 1197790 1792120 6641765 1020558 5621207 413111 392295 367068 501525 482971 2156970 13903 6650 30232 34347 51256 136388 8935123 4102523 0.62910 0.67840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 1.00 1 X X X X 0 3074157 17296 329727 238334 3182846 3015101 37824 199827 178595 3074157 3183214 56209 66594 290916 3015101 3163358 40501 426350 446995 3183214 2812102 152132 927108 727984 3163358 0.08990 0.87860 0.03150 0 0 215331 215331 4503040 1291828 3211212 1027299 988997 38302 3464845 BENEFICIAL INTEREST IN TRUST FUNDS HELD BY THE NH CHARITABLE FOUNDATION 648198 648198 X 3618483 362087 27163 322150 711400 2907083 2337 2337 2909420 2851244 27163 280961 308124 2543120 2337 2337 2545457 PART II, LINE 9: PRESERVATION EASEMENT HELD BY STRAWBERY BANKE MUSEUM IS 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, 2014 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 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 WERE NO LIABILITIES (OR REDUCTION IN AMOUNTS REFUNDABLE) FOR UNRECOGNIZED TAX BENEFITS AT MARCH 31, 2014 AND 2013, 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, 2011 THROUGH 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 115,406. SPECIAL EVENT EXPENSES 45,839. RENTAL EXPENSES 119,716. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST FUNDS 41,189. PART XI, LINE 4B - OTHER ADJUSTMENTS: SBM HISTORY BOOK REVENUES 2,337. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 115,406. SPECIAL EVENTS EXPENSES 45,839. RENTAL EXPENSES 119,716. PART XII, LINE 4B - OTHER ADJUSTMENTS: SBM HISTORY BOOK REVENUES 2,337. VINTAGE & VINE 91952 24000 67952 36405 PASSPORT 29143 0 29143 9434 121095 24000 97095 45839 45839 51256 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 AND ITS CHIEF FINANCIAL OFFICER AND IS ALSO MADE AVAILABLE TO ALL BOARD MEMBERS FOR THIER REVIEW. 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. 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 41,189. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE DURING THE YEAR.