2014-02-15T09:02:25-06:00 2013-06-30 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2012-07-01 010276272 GREATER PORTLAND LANDMARKS INC GREA 2077745561 93 HIGH STREET PORTLAND ME 04101 HILARY BASSETT 2077745561 2014-02-04 1 THOMAS EMERY P00532592 2077732986 2012 2015-11-30 17:44:51Z HILARY BASSETT 93 HIGH STREET PORTLAND ME 04101 522530 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. 28 28 13 100 18410 1019 278716 173756 108857 102988 2256 7015 40229 39600 430058 323359 0 0 0 0 156712 240731 0 0 109807 230489 153823 387201 394554 42857 -71195 2908996 2822318 608659 581455 2300337 2240863 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 25420 2299 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. 25266 59565 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. 49779 866 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 NEW STATE HISTORIC PRESERVATION TAX CREDITS, ENERGY EFFICIENCY ISSUES, AND HISTORIC AND NEW DESIGN CONCERNS. 51760 1011 NEWSLETTER - $11,210ADVOCACY - $38,702PUBLICATIONS - $1,848 51760 1011 152225 1 1 0 0 0 0 1 1 0 0 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 0 0 1 0 0 0 0 0 0 0 1 6 0 1 13 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 28 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 6.00 X X 0 0 0 DAVID ROBINSON 4.00 X X 0 0 0 THOMAS DOWD 6.00 X X 0 0 0 MICHAEL MERTAUGH 4.00 X X 0 0 0 THOMAS ELLIMAN 2.00 X 0 0 0 SHARON MILLER 2.00 X 0 0 0 SALLY G OLDHAM 6.00 X 0 0 0 MALCOLM L COLLINS 2.00 X 0 0 0 ROBERT E CLEAVES 2.00 X 0 0 0 JOSEPH CONFORTI 2.00 X 0 0 0 FRANCESCA GALLUCIO-STEELE 2.00 X 0 0 0 JAMES CRAM 2.00 X 0 0 0 CAROL J DETINE 2.00 X 0 0 0 KATE GRIFFITH 2.00 X 0 0 0 RICHARD GILBANE 2.00 X 0 0 0 NANCY LADD 2.00 X 0 0 0 CANDICE THORNTON LEE 2.00 X 0 0 0 JULIE LARRY 2.00 X 0 0 0 LYNDA MEANS 2.00 X 0 0 0 PATRICK MORIN 2.00 X 0 0 0 NICHOLAS NOYES 2.00 X 0 0 0 CORDELIA PITMAN 2.00 X 0 0 0 KARYN PELLOW 2.00 X 0 0 0 HARVEY ROSENFELD 2.00 X 0 0 0 NATE STEVENS 2.00 X 0 0 0 RUTH TOWNSEND STORY 2.00 X 0 0 0 CLAIRE HAMMEN 2.00 X 0 0 0 ROXANNE QUIMBY 2.00 X 0 0 0 HILARY BASSETT 40.00 X 52704 0 4547 52704 0 4547 0 0 0 0 0 1500 172256 15000 173756 OBSERVATORY ADMISSIONS 900099 57422 57422 MEMBERSHIP DUES 909999 32016 32016 NEWSLETTER ADVERTISING 541800 10385 10385 EDUCATION PGMS, TOURS 900099 2299 2299 PRESERVATION SERVICES 900099 866 866 102988 7015 7015 85973 77948 8025 8025 8025 86603 86603 0 0 55504 1500 27301 28203 28203 225 7 218 218 9455 7312 2143 2143 MISCELLANEOUS 900099 1011 1011 1011 323359 95757 18410 35436 60467 18140 24187 18140 151031 78932 9761 62338 10581 5704 586 4291 18652 8764 2868 7020 16207 13608 2599 12851 10539 1332 980 36878 14384 10670 11824 5986 5986 29161 29161 24936 24936 3172 3172 FEDERAL INCOME TAX 439 439 OTHER 14470 12347 325 1798 MAINTENANCE 5416 5416 FIELD SERVICES 2141 2141 2166 1274 75 817 394554 152225 132522 109807 37023 65789 181031 32122 60432 36610 5027 5631 41900 44213 815 2475643 216560 2309199 2259083 249222 352893 25162 25162 2908996 2822318 9366 9585 16209 13520 583084 558350 608659 581455 X 2092846 2076342 207491 164521 2300337 2240863 2908996 2822318 -71195 11721 0 X X 0 1 X 1 0 X 713065 459022 280786 278716 173756 1905345 713065 459022 280786 278716 173756 1905345 137325 1768020 15237 4999 4989 5173 7015 37413 36517 29619 25907 8025 100068 48912 48912 2091738 704132 0.84520 0.88280 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 525000 525000 1869178 145662 1723516 38450 35812 2638 43015 35086 7929 2259083 X 420340 11721 85260 96981 323359 0 323359 479814 85260 85260 394554 0 394554 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 PRECEDING THREE TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 77,948. COST OF MERCHANDISE SOLD 7,312. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 7,312. RENTAL EXPENSES 77,948. HOUSE GALA 13800 1500 12300 6745 OLD HOUSE TRADE SHOW 43204 0 43204 10111 313 10132 57004 1500 55504 10111 313 16877 27301 28203 X 1 15000 VALUATION RECEIVED X 0 NOT VALUED 1 0 0 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 EITHER BY MAIL WITHIN THIRTY DAYS PRIOR TO THE ANNUAL MEETING OR 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 - AUDIT OVERSIGHT: THERE WERE NO CHANGES IN THE OVERSIGHT OF THE INDEPENDENT AUDIT.