2025-12-23T08:13:37-08:00 2025-03-31 832002817 Harvey & Martin PLLC 43 High St Suite 210 North Andover MA 01845 990 2024-04-01 042143545 CAPE ANN MUSEUM INC CAPE 9782830455 27 PLEASANT STREET GLOUCESTER MA 01930 HENRIETTA GATES President 2025-12-23 true true JODI ANN ANSELMO P01206110 9786887701 2024 2025-03-06 01:10:19Z 27 PLEASANT STREET GLOUCESTER MA 01930 16575881 false X WWW.CAPEANNMUSEUM.ORG X 1873 MA TO FOSTER AN APPRECIATION OF THE QUALITY AND DIVERSITY OF LIFE ON CAPE ANN, PAST AND PRESENT; TO FURTHER THE KNOWLEDGE AND ENJOYMENT OF CAPE ANN HISTORY AND ART; TO COLLECT AND PRESERVE SIGNIFICANT INFORMATION AND ARTIFACTS; AND TO ENCOURAGE COMMUNITY INVOLVEMENT WITH ITS PROGRAMS AND HOLDINGS. IN ALL ITS ACTIVITIES, THE MUSEUM EMPHASIZES THE HIGHEST STANDARDS OF QUALITY AND SEEKS TO ENGAGE THE BROADEST POSSIBLE AUDIENCE. 23 23 28 50 0 393015 9401351 30331 60221 760792 2071315 10252 -48159 1194390 11484728 0 0 407273 1484358 20400 112900 691685 505872 2333260 933545 3930518 260845 7554210 33899605 38476233 2042488 209905 31857117 38266328 TO FOSTER AN APPRECIATION OF THE QUALITY AND DIVERSITY OF LIFE ON CAPE ANN, PAST AND PRESENT; TO FURTHER THE KNOWLEDGE AND ENJOYMENT OF CAPE ANN HISTORY AND ART; TO COLLECT AND PRESERVE SIGNIFICANT INFORMATION AND ARTIFACTS; AND TO ENCOURAGE COMMUNITY INVOLVEMENT WITH ITS PROGRAMS AND HOLDINGS. IN ALL ITS ACTIVITIES, THE MUSEUM EMPHASIZES THE HIGHEST STANDARDS OF QUALITY AND SEEKS TO ENGAGE THE BROADEST POSSIBLE AUDIENCE. false false 2652152 61547 PURPOSES ARE OWNERSHIP, OPERATION, COLLECTION AND PRESERVATION OF HISTORICAL BUILDINGS, OBJECTS, RECORDS AND WORKS OF ART ALL RELATED TO CAPE ANN. THE MUSEUM EXHIBITS AND OFFERS EDUCATIONAL PROGRAMMING FOCUSING ON ITS COLLECTIONS FOR THE BENEFIT OF ITS MEMBERS AND THE GENERAL PUBLIC. 2652152 true true false false false false false true false true true true false false true true true false false false false false false true true false false false false true false false false false false false false false true true false false false false false false false true 50 0 true 28 true false false false false false true true false 0 false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false MA X ORGANIZATION 9782830455 27 PLEASANT STREET GLOUCESTER MA 01930 OLIVER BARKER MUSEUM DIRECTOR 40.00 0.00 245000 0 9800 PATRICIA R LAYMAN DEVELOPMENT DIR 40.00 0.00 148550 0 12189 MARTHA OAKS CURATOR 40.00 0.00 103200 0 4128 TIMOTHY MILLER Director 1.00 0.00 X 7614 0 0 ELLIOT BOSTWICK DAVIS-ON JAN Director 1.00 0.00 X 0 0 0 ANN T HALL Director 1.00 0.00 X 0 0 0 GAIL VON METZSCH Director 1.00 0.00 X 0 0 0 LISA RICH Director 1.00 0.00 X 0 0 0 SUSANNA NATTI Director 1.00 0.00 X 0 0 0 ALEXANDER MCGRATH Director 2.00 0.00 X 0 0 0 JOHN ELLIS Director 2.00 0.00 X 0 0 0 ANNE ROGERS HALEY-OFF SEPT Director 1.00 0.00 X 0 0 0 THOMAS CRONIN Director 1.00 0.00 X 0 0 0 ROBERT BACHELDER Director 1.00 0.00 X 0 0 0 HINDA SIMON Director 1.00 0.00 X 0 0 0 ANNE-SEYMOUR ST JOHN Director 1.00 0.00 X 0 0 0 TOM JANIS-ON SEPT Director 2.00 0.00 X 0 0 0 R DAVID PORPER Director 1.00 0.00 X 0 0 0 JOHN CUNNINGHAM Director 3.00 0.00 X 0 0 0 IIENE NAGEL Director 1.00 0.00 X 0 0 0 JUDI ROTENBERG Director 1.00 0.00 X 0 0 0 JANET JAMES Director 2.00 0.00 X 0 0 0 CHARLIE MANN Director 5.00 0.00 X 0 0 0 JJBELL Vice President 5.00 0.00 X 0 0 0 NINA GOODICK-OFF SEPT Secretary 1.00 0.00 X 0 0 0 ROSE BEECHER Treasurer 5.00 0.00 X 0 0 0 HENRIETTA GATES President 5.00 0.00 X 0 0 0 CAROLINE HOVEY Secretary 2.00 0.00 X 0 0 0 504364 26117 3 false true false WINDOVER CONSTRUCTION 66 CHERRY HILL DRIVE BEVERLY MA 01915 CONSTRUCTION 656824 HAGSTROM COMPANY INC 167 WESTERN AVE GLOUCESTER MA 01930 PAVING 190350 MURRAY MASONRY PO BOX 8454 SALEM MA 01971 MASONRY 166665 DESIGNLABS 186 SOUTH ST SUITE 601 BOSTON MA 02111 ARCHITECT DESIGN 280154 4 369304 149500 552838 8329709 594023 9401351 ADMISSIONS 900099 54834 54834 ART EXHIBITS & PROGRAMS 900099 5387 5387 60221 621033 621033 0 0 0 6354449 4904167 1450282 1450282 1450282 60050 149500 109535 -49485 -49485 0 78777 77451 1326 1326 0 11484728 61547 2021830 0 0 0 0 234000 126360 37440 70200 0 1048689 572202 165735 310752 31737 17138 5078 9521 69245 37392 11079 20774 100687 54371 16110 30206 0 0 49220 42590 6630 0 112900 112900 0 240945 106031 134914 56338 56338 132936 75436 20000 37500 116293 62798 18607 34888 0 160557 86701 25689 48167 0 0 0 63912 63912 0 591333 532200 53220 5913 115220 73540 41680 PROGRAMS & EXHIBITS 315570 315570 REPAIRS & MAINTENANCE 197117 182383 13134 1600 COLLECTION ACQUISITION & MGT. 185867 185867 MEMBER SERVICES 99171 99171 8781 4742 1405 2634 3930518 2652152 586681 691685 15022 62173 4612592 6288751 3165021 3600490 0 0 0 0 102554 72918 25424 21847 19055850 6754989 10461447 12300861 13182147 13965007 2089804 2005698 0 5448 4523 240146 153965 33899605 38476233 232435 153905 1674535 30000 135518 26000 2042488 209905 X 20350950 21547926 11506167 16718402 31857117 38266328 33899605 38476233 7554210 -1144999 X X false true X true false X 2151582 3462788 7598992 393015 9401351 23007728 219159 309298 1251678 51585 199048 2030768 0 0 0 2370741 3772086 8850670 444600 9600399 25038496 479727 1406637 3736696 63325 3925039 9611424 0 479727 1406637 3736696 63325 3925039 9611424 15427072 211130 185696 352971 109528 621033 1480358 0 211130 185696 352971 109528 621033 1480358 0 599120 599120 3180991 3957782 9203641 554128 10221432 27117974 0.56890 0.57750 0.05460 0.05330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 6417638 3549941 187620 373572 9781627 6275490 167435 25287 6417638 5726942 292000 363750 107202 6275490 6290665 -462816 100907 5726942 5928868 10000 435968 84171 6290665 0.30600 0.69400 false false false 453451 453451 18115936 6387386 11728550 155412 112522 42890 331051 255081 75970 12300861 2005698 DEFERRED INCOME 26000 26000 X 10526715 -1144999 186986 -958013 11484728 11484728 4117504 186986 186986 3930518 3930518 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o NOTE 5 OF FINANCIAL STATEMENTS- COLLECTIONS: "COLLECTIONS CONSIST OF WORKS OF ART, OBJECTS, ARTIFACTS, AND RECORDS REFLECTIVE OF CAPE ANN AND ITS HERITAGE. COLLECTION ITEMS, WHETHER PURCHASED OR DONATED, ARE NOT CAPITALIZED BECAUSE THEIR INTRINSIC VALUE IS NOT SUSCEPTIBLE TO REASONABLE ESTIMATION. THE COLLECTION IS CARRIED AT $1.00. IT IS THE POLICY OF THE MUSEUM THAT PROCEEDS FROM THE SALE OF COLLECTION ITEMS WILL BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS OR TO MAINTAIN OR PRESERVE THE COLLECTION. NEW ACQUISITIONS ARE THEN CHARGED AS COLLECTION ACQUISITIONS. THE COLLECTIONS OF THE MUSEUM ARE ITS PRIMARY ASSET AND THEIR DISPLAY AND ACCESSIBILITY TO THE PUBLIC ARE TWO OF ITS PRIMARY OBJECTIVES. A COLLECTIONS COMMITTEE MONITORS THE ACQUISITION AND DISPOSITION OF COLLECTION ITEMS. THE COMMITTEE AND MANAGEMENT ARE RESPONSIBLE FOR RECOMMENDING AND IMPLEMENTING MEASURES TO ENHANCE THE CONSERVATION, MAINTENANCE AND SECURITY OF THE COLLECTION." Part III, Line 4: Description of organization's collections and how it furthers its purpose. SEE DESCRIPTION FOR PART III, LINE 1A, REGARDING THE DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS. Part V, Line 4: Intended uses of the endowment fund. THE RESTRICTED ENDOWMENTS AND BOARD DESIGNATED ENDOWMENT PROVIDE INCOME TO SUPPORT CURRENT OPERATIONS AND ARE HELD TO PROVIDE FINANCIAL SECURITY IN THE FUTURE. Part X : FIN48 Footnote THE MUSEUM HAS BEEN GRANTED TAX-EXEMPT STATUS INDER THE INTERNAL REVENUE CODE SECTION 501(C) (3) AND IS THEREFORE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE MUSEUM IS NOT A PRIVATE FOUNDATION.THE MUSEUM IS REQUIRED TO EVALUATE OR DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE MUSEUM'S FINANCIAL STATEMENTS. THE MUSEUM REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENT AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE MUSEUM'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE MUSEUM IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFIY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.THE MUSEUM HAS FILED ALL OF ITS KNOWN REQUIRED RETURNS IN A TIMELY MANNER INCLUDING, AS PERMITTED, ALLOWED EXTENSIONS. AS OF MARCH 31, 2025, THE RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ON FORM 990 FOR THE YEARS AFTER 2021 REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 FUNDRAISING EXPENSES, NETTED WITH INCOME $109535 GIFT SHOP COSTS, NETTED WITH INCOME $77451 Part XII, Line 2d: Other expenses and losses per audited F/S FUNDRAISING EXPENSES, NETTED WITH INCOME $109535 GIFT SHOP COSTS, NETTED WITH INCOME $77451 X X X X X X X true CONCORD MANAGEMENT PTRS 110 W CONCORD STREET BOSTON MA 02118 CAMPAIGN PLANNING false 84000 ANNE BUTTERFIELD PO BOX 526 HARVARD MA 01451 GRANT WRITING false 28900 112900 MA SUMMER CELEBRATION 159000 118010 40990 11998 49197 4250 10951 CAPE ANN BLOSSOMS 50550 31490 19060 24230 750 8159 209550 149500 60050 11998 73427 5000 19110 109535 -49485 X false false false false false false false false false OLIVER BARKER MUSEUM DIRECTOR 225000 20000 9800 254800 PATRICIA R LAYMAN DEVELOPMENT DIR 148550 6092 6097 160739 X 29 X X 12 594023 X 5 X MEMORABILIA 1 2 false false true Part I, Line 32, Hire and Use of Third Parties THE MUSEUM OCCASIONALLY RECEIVES NON CASH DONATIONS OF SECURITES. IF THE MUSEUMCHOOSES TO CONVERT SUCH DONATIONS TO CASH, IT ENGAGES ITS INDEPENDENT INVESTMENTADVISOR TO COMPLETE SUCH TRANSACTIONS. Part I, Line 33, Revenues Not Reported THE MUSEUM HAS ADOPTED ACCOUNTING PRINCIPLES WHERIN IT DOES NOT CAPITALIZE DONATIONS OF ARTWORK AND HISTORICAL ARTIFACTS AND THEREFORE THE RELATED REVENUE IS ALSO NOTRECOGNIZED. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND A COPY OF THE FORM 990 WITHOUT THE SCHEDULE B, DUE TO CONFIDENTIALITY PURPOSES FOR DONORS, IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c ALL CURRENT AND FUTURE BOARD MEMBERS ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY AND THEY ARE REQUIRED TO SIGN A REGISTRY INDICATING THEY HAVE REVIEWED AND READ THE POLICY. THE REGISTRY IS MAINTAINED BY THE DIRECTOR. Form 990, Part VI, Section B, Line 15a THE BOARD OF GOVERNORS AND THE EXECUTIVE COMMITTEE REVIEW COMPARABILITY DATA FROM THE NEW ENGLAND MUSEUM ASSOCIATION COMPENSATION SURVEY AND SUBSEQUENTLY APPROVE ANNUAL COMPENSATION OF THE EXECUTIVE DIRECTORS AND OTHER KEY EMPLOYEES. OFFICERS AND DIRECTORS OF THE BOARD ARE NOT COMPENSATED. Form 990, Part VI, Section C, Line 19 THE MUSEUM'S CONFLICT OF INTEREST, DOCUMENT RETENTION, AND WHISTLEBLOWER POLICIES, AS WELL AS ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XII, Line 2c THERE IS NO CHANGE IN THE PROCESS, THE ORGANIZATION HAS A FINANCE COMMITTEE THAT OVERSEES THE AUDIT ANNUALLY.