MYSTIC SEAPORT MUSEUM INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MYSTIC SEAPORT MUSEUM INC (EIN 06-0653120)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2013-03-12
- IRS object ID
- 201310719349300306
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-12T07:55:57-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GLASTONBURY BOULEVARD | AddressLine1 |
| City | GLASTONBURY | City |
| State | CT | State |
| ZIP Code | 06033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060653120 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYSTIC SEAPORT MUSEUM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MYST | NameControl |
| Phone | 8605720711 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 GREENMANVILLE AVENUE | AddressLine1 |
| City | MYSTIC | City |
| State | CT | State |
| ZIP Code | 06355 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTHA K WITHINGTON | Name |
| Title | CFO | Title |
| Phone | 8605720711 | Phone |
| Date Signed | 2013-03-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL BALLASY | Name |
| PTIN | P00852868 | PTIN |
| Phone | 8606333000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARTHA K WITHINGTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 GREENMANVILLE AVENUE | AddressLine1 |
| City | MYSTIC | City |
| State | CT | State |
| ZIP Code | 06355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29623257 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MYSTICSEAPORT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1929 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF MYSTIC SEAPORT MUSEUM IS TO INSPIRE AN ENDURING CONNECTION TO THE AMERICAN MARITIME EXPERIENCE. MYSTIC SEAPORT WILL SIGNIFICANTLY INFLUENCE HOW GENERATIONS ENGAGE WITH OUR NATION'S PAST, PRESENT AND FUTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 501 | TotalNbrEmployees |
| Total Nbr Volunteers | 998 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13028893 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8730528 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6025541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5990243 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1915033 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3710142 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1454589 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1161712 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22424056 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19592625 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 99396 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 222419 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8919309 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9047142 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1679728 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9390093 | OtherExpensePriorYear |
| Other Expenses Current Year | 9248093 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18408798 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18517654 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4015258 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1074971 | RevenuesLessExpensesCY |
| Total Assets BOY | 90264615 | TotalAssetsBOY |
| Total Assets EOY | 90622896 | TotalAssetsEOY |
| Total Liabilities BOY | 3701509 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3824315 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 86563106 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 86798581 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MYSTIC SEAPORT IS A MUSEUM THAT STRIVES TO INSPIRE AN ENDURING CONNECTION TO THE AMERICAN MARITIME EXPERIENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3673111 | Expense |
| Revenue | 3883514 | Revenue |
| Description | VISITOR EXPERIENCE - EACH YEAR MORE THAN 275,000 PEOPLE VISIT MYSTIC SEAPORT, THE MUSEUM OF AMERICA AND THE SEA. THE DEPARTMENTS AND DIVISIONS THAT HAVE PRIMARY RESPONSIBILITY FOR THE VISITOR EXPERIENCE INCLUDE: VISITOR RECEPTION, EXHIBITIONS, INTERPRETATION PROGRAMS, AND MUSEUM STORES. THEY WELCOME VISITORS; PROVIDE FOR THEIR PHYSICAL NEEDS; OFFER EDUCATIONAL AND ILLUSTRATIVE PRODUCTS TO UNDERSCORE THE THEME OF AMERICA AND THE SEA; RESEARCH, DESIGN, PRODUCE AND CARE FOR EXHIBITS; RESEARCH, PLAN, AND CONDUCT A VARIED SEASONAL SCHEDULE OF PROGRAMS, ACTIVITIES AND SPECIAL EVENTS FOR VISITORS OF ALL AGES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2995269 | Expense |
| Grants | 213614 | Grants |
| Revenue | 1710607 | Revenue |
| Description | EDUCATIONAL PROGRAMS - MYSTIC SEAPORT OFFERS A VARIETY OF FORMAL AND INFORMAL EDUCATIONAL OPPORTUNITIES FOR DIVERSE AUDIENCES. THE STORY OF AMERICA AND THE SEA IS MULTIDISCIPLINARY, AND OUR EDUCATIONAL PROGRAMS INCORPORATE HISTORY, ART, MUSIC, LITERATURE, SCIENCE, SOCIAL HISTORY, ANTHROPOLOGY, TECHNOLOGY, AND SKILLS.THE MUSEUM SERVES NEARLY 20,000 YOUNG PEOPLE IN SCHOOL GROUPS EVERY YEAR. STUDY PROGRAMS ARE ARRANGED FOR TEACHERS AND ELEMENTARY, MIDDLE, SECONDARY SCHOOL AND COLLEGE STUDENTS, AND ARE SUPPLEMENTED BY ORIGINAL SOURCE DOCUMENTS AND CURRICULUM MATERIALS AVAILABLE OVER THE WEB. THROUGH THE WILLIAMS COLLEGE/MYSTIC SEAPORT PROGRAM, UNDER-GRADUATE STUDENTS ATTEND A SEMESTER-LONG PROGRAM OF CLASSES IN MARITIME STUDIES, AND THE SUMMER MUNSON INSTITUTE OFFERS GRADUATE LEVEL MARITIME HISTORY COURSES.OTHER LEARNING OPPORTUNITIES INCLUDE: SAIL EDUCATION PROGRAMS; CLASSES IN ASTRONOMY, CELESTIAL NAVIGATION, PILOTING AND DEAD RECKONING; BOAT BUILDING AND BOAT HANDLING, FIREPLACE COOKING, SMITHING AND WOOD CARVING. THERE ARE MUSEUM INTERNSHIPS, ELDERHOSTEL PROGRAMS, AND SPECIAL PROGRAMS FOR THE VERY YOUNG IN OUR CHILDREN'S MUSEUM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5900990 | Expense |
| Grants | 8805 | Grants |
| Revenue | 800712 | Revenue |
| Description | COLLECTIONS & RESEARCH - THE MUSEUM'S COLLECTIONS HOLD OVER 2 MILLION ITEMS, INCLUDING VESSELS, HISTORIC BUILDINGS, PHOTOGRAPHS, FILM AND VIDEO FOOTAGE, IMPRINTS, ART, TOOLS, AND ARTIFACTS DATING FROM THE EIGHTEENTH, NINETEENTH AND TWENTIETH CENTURIES. THE WATERCRAFT COLLECTION, THE LARGEST COLLECTION OF ITS GENRE IN THE WORLD WITH OVER 480 VESSELS, INCLUDES 4 NATIONAL HISTORIC LANDMARKS: THE 1841 WHALING BARK CHARLES W. MORGAN, THE 1921 FISHING SCHOONER L. A. DUNTON, THE 1908 STEAM FERRY SABINO, AND THE NOANK WELL-SMACK EMMA C. BERRY. CURATORIAL WORK INCLUDES ACQUISITION, REGISTRATION, RESEARCH AND DOCUMENTATION, RESTORATION AND CONSERVATION. THE HENRY B. DUPONT PRESERVATION SHIPYARD WAS ESTABLISHED TO ENABLE MYSTIC SEAPORT TO CARE FOR ITS HISTORIC WATERCRAFT. THE SHIPYARD IS ALSO AN EXHIBIT WHERE VISITORS CAN WATCH THE STAFF PERFORM THE WORK NECESSARY TO MAINTAIN AND RESTORE OUR WATERCRAFT COLLECTION, EMPHASIZING THE USE OF TRADITIONAL MATERIALS AND SKILLS. THE MUSEUM'S EXTENSIVE COLLECTIONS OF MARITIME ART AND ARTIFACTS, PHOTOGRAPHS AND MOVING IMAGES, AND SHIPS PLANS ARE HOUSED ALONGSIDE THE G. W. BLUNT WHITE LIBRARY'S BOOKS AND PERIODICALS, CHARTS AND MAPS, ORAL HISTORIES, MICROFILM, LOG BOOKS, SHIPS REGISTERS AND MANUSCRIPTS IN A STATE OF THE ART FACILITY, THE COLLECTIONS RESEARCH CENTER. STAFF AND COLLECTIONS ARE BROUGHT TOGETHER HERE IN A COORDINATED AND EFFECTIVE CONFIGURATION UNDER ONE ROOF. THE COLLECTIONS RESEARCH CENTER IS THE MUSEUM'S CENTER FOR ADVANCED RESEARCH IN AMERICAN MARITIME HISTORY, CULTURE AND SCIENCE, SERVING STUDENTS, MEMBERS, STAFF AND OUTSIDE SCHOLARS. THE MUSEUM ALSO CONTRIBUTES TO KNOWLEDGE OF MARITIME STUDIES AND SCHOLARSHIP THROUGH BOOK PUBLICATION, AND SYMPOSIA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 12569370 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 185 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 501 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLEEN FREY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8605720711 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 GREENMANVILLE AVENUE | AddressLine1 |
| City | MYSTIC | City |
| State | CT | State |
| ZIP Code | 06355 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| STEPHEN C WHITE | |||||||
| PRESIDENT & DIRECTOR | 40.00 | X | X | 228873 | 0 | 16399 | |
| RICHARD R VIETOR | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| RICHARD C ARMSTRONG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NATHANIEL P BENJAMIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR JOHN G BRIM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN P CAMPBELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD W CLARY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J BARCLAY COLLINS II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM E COOK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHARON E COHEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAARTEN C DE JONG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALEXANDER A DUBITSKY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| A SEARLE FIELD II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM D FORSTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER GLEYSTEEN | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| JOSEPH C HOOPES JR | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| MICHAEL S HUDNER | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| CHESTER W KITCHINGS JR | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| TIMOTHEA S LARR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES MALLORY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT L W MCGRAW | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| STEPHEN R MUNGER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALFRED T OGDEN II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JASON M PILALAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN E RIEGEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES A ROBERTSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT B RODGERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT L ROHN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RAYMOND B STRONG III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALEXANDRA T THORNE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES H TOWNSEND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN W WATERHOUSE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STANLEY T WELLS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT A YOUNG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA WITHINGTON | |||||||
| CFO | 40.00 | X | 198761 | 0 | 25157 | ||
| CAROLEEN FREY | |||||||
| ASST. TREASURER | 40.00 | X | 67918 | 0 | 19864 | ||
| MAUREEN HENNESSEY | |||||||
| ASST. SECRETARY | 35.00 | X | 50655 | 0 | 9243 | ||
| J NATHANIAL ARATA | |||||||
| VP FOR ADVANCEMENT | 40.00 | 121516 | 0 | 2982 | X | ||
| SUSAN FUNK | |||||||
| VP OF EDUCATION & PUBLIC P | 40.00 | 131201 | 0 | 22574 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 798924 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 96219 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ADAMS AND KNIGHT INC | |||||
| 80 AVON MEADOW LANE | AVON | CT | 06001 | MEDIA MARKETING SERVICES | 464948 |
| JOHN W BRISTOL & CO INC | |||||
| 48 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | INVESTMENT MANAGEMENT | 141726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 1242867 | MembershipDues |
| Fundraising Events | 207266 | FundraisingEvents |
| Government Grants | 507054 | GovernmentGrants |
| All Other Contributions | 6773341 | AllOtherContributions |
| Noncash Contributions | 373293 | NoncashContributions |
| Total Contributions | 8730528 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GATE ADMISSIONS | 712110 | 3163748 | 3163748 |
| PROGRAM FEES | 712110 | 2648342 | 2648342 |
| SALES OF PUBLISHED MAT | 900099 | 178153 | 178153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5990243 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1187566 | TotalRevenueColumn |
| Exclusion | $1,187,566 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4804 | TotalRevenueColumn |
| Exclusion | $4,804 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 945896 | Real |
| Personal | 31600 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 239252 | Real |
| Personal | 8273 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 706644 | Real |
| Personal | 23327 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 729971 | TotalRevenueColumn |
| Exclusion | $729,971 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10513660 | Securities |
| Other | 1243853 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8395008 | Securities |
| Other | 839929 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2118652 | Securities |
| Other | 403924 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2522576 | TotalRevenueColumn |
| Exclusion | $2,522,576 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 34312 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 207266 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 112262 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -77950 | TotalRevenueColumn |
| Exclusion | -$77,950 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 840498 | GrossSalesOfInventory |
| Cost Of Goods Sold | 435908 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 404590 | TotalRevenueColumn |
| Related Or Exempt Function Income | 404590 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 100297 | TotalRevenueColumn |
| Exclusion | $100,297 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 100297 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19592625 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6394833 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,467,264 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222419 | Total |
| Program Services | 222419 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628744 | Total |
| Management And General | 628744 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6947614 | Total |
| Program Services | 4290441 | ProgramServices |
| Management And General | 1807016 | ManagementAndGeneral |
| Fundraising | 850157 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182932 | Total |
| Program Services | 117410 | ProgramServices |
| Management And General | 42205 | ManagementAndGeneral |
| Fundraising | 23317 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759984 | Total |
| Program Services | 451925 | ProgramServices |
| Management And General | 218310 | ManagementAndGeneral |
| Fundraising | 89749 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527868 | Total |
| Program Services | 301053 | ProgramServices |
| Management And General | 167028 | ManagementAndGeneral |
| Fundraising | 59787 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75942 | Total |
| Management And General | 75942 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53950 | Total |
| Management And General | 53950 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62605 | Total |
| Fundraising | 62605 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187285 | Total |
| Management And General | 187285 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 649309 | Total |
| Program Services | 396847 | ProgramServices |
| Management And General | 161954 | ManagementAndGeneral |
| Fundraising | 90508 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453351 | Total |
| Program Services | 122905 | ProgramServices |
| Management And General | 329652 | ManagementAndGeneral |
| Fundraising | 794 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1239101 | Total |
| Program Services | 746333 | ProgramServices |
| Management And General | 225496 | ManagementAndGeneral |
| Fundraising | 267272 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 867775 | Total |
| Program Services | 47442 | ProgramServices |
| Management And General | 820333 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354520 | Total |
| Program Services | 170852 | ProgramServices |
| Management And General | 77529 | ManagementAndGeneral |
| Fundraising | 106139 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1894355 | Total |
| Program Services | 1790633 | ProgramServices |
| Management And General | 96455 | ManagementAndGeneral |
| Fundraising | 7267 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471820 | Total |
| Program Services | 54383 | ProgramServices |
| Management And General | 417437 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 1108858 | 686316 | 422542 | |
| SERVICES | 892925 | 606741 | 241197 | 44987 |
| EDUCATIONAL PROGRAM SER | 305469 | 305469 | ||
| CREDIT CARD FEES | 207068 | 25568 | 181360 | 140 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423760 | Total |
| Program Services | 2232633 | ProgramServices |
| Management And General | -1885879 | ManagementAndGeneral |
| Fundraising | 77006 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18517654 | Total |
| Program Services | 12569370 | ProgramServices |
| Management And General | 4268556 | ManagementAndGeneral |
| Fundraising | 1679728 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225620 | BOY |
| EOY | 719470 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8099162 | BOY |
| EOY | 7387036 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1738893 | BOY |
| EOY | 2401635 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 623560 | BOY |
| EOY | 890326 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329385 | BOY |
| EOY | 429300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 53801703 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32371939 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23708433 | BOY |
| EOY | 21429764 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53560938 | BOY |
| EOY | 53840459 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1978624 | BOY |
| EOY | 3524906 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90264615 | BOY |
| EOY | 90622896 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 549210 | BOY |
| EOY | 647953 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2987520 | BOY |
| EOY | 3021982 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164779 | BOY |
| EOY | 154380 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3701509 | BOY |
| EOY | 3824315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25067978 | BOY |
| EOY | 23512023 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26921648 | BOY |
| EOY | 26731716 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34573480 | BOY |
| EOY | 36554842 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86563106 | BOY |
| EOY | 86798581 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90264615 | BOY |
| EOY | 90622896 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1074971 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -839496 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15952044 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5137892 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6612754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13028893 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8730528 | CurrentTaxYear |
| Total | 49462111 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15952044 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5137892 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6612754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13028893 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8730528 | CurrentTaxYear |
| Total | 49462111 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 49462111 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2986004 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2798814 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2192989 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2089098 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2169866 | CurrentTaxYear |
| Total | 12236771 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55803 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42415 | CurrentTaxYearMinus3Years |
| Total | 98218 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 267575 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100297 | CurrentTaxYear |
| Total | 367872 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 62164972 | TotalSupport |
| Gross Receipts From Admissions Etc | 31196051 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79570 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81740 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $62,605 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 62605 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | LICENSING/PUBLICATION/PROD | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42335288 | BeginningOfYearBalance |
| Contributions | 742216 | Contributions |
| Investment Earnings Or Losses | 1843717 | InvestmentEarningsOrLosses |
| Other Expenditures | 2152707 | OtherExpenditures |
| End Of Year Balance | 42768514 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36774567 | BeginningOfYearBalance |
| Contributions | 2405431 | Contributions |
| Investment Earnings Or Losses | 5300082 | InvestmentEarningsOrLosses |
| Other Expenditures | 2144792 | OtherExpenditures |
| End Of Year Balance | 42335288 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28977370 | BeginningOfYearBalance |
| Contributions | 2155107 | Contributions |
| Investment Earnings Or Losses | 8528275 | InvestmentEarningsOrLosses |
| Other Expenditures | 2886185 | OtherExpenditures |
| End Of Year Balance | 36774567 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49680201 | BeginningOfYearBalance |
| Contributions | 660445 | Contributions |
| Investment Earnings Or Losses | -11023726 | InvestmentEarningsOrLosses |
| Other Expenditures | 10339550 | OtherExpenditures |
| End Of Year Balance | 28977370 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.76000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1091675 | OtherCostOrOtherBasis |
| Book Value | 1091675 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27324010 | OtherCostOrOtherBasis |
| Depreciation | 16095317 | Depreciation |
| Book Value | 11228693 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3106450 | OtherCostOrOtherBasis |
| Depreciation | 3072428 | Depreciation |
| Book Value | 34022 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22131810 | OtherCostOrOtherBasis |
| Depreciation | 13204194 | Depreciation |
| Book Value | 8927616 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147758 | OtherCostOrOtherBasis |
| Book Value | 147758 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21429764 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY OBLIGATIONS, DEPOSITS, ETC. | Description |
| Amount | $154,380 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 154380 | TotalOfAmounts |
| Total Revenue | 19592625 | TotalRevenue |
| Total Expenses | 18517654 | TotalExpenses |
| Excess Or Deficit For Year | 1074971 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1227357 | NetUnrealizedGLOnInvestments |
| Other | $387,861 | OtherAmount |
| Total Adjustments | -839496 | TotalAdjustments |
| Excess Or Deficit Per FS | 235475 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19548824 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1227357 | NetUnrealizedGainsInvestments |
| Other Revenues | 1183556 | OtherRevenues |
| Revenue Not Rptd F990 | -43801 | RevenueNotRptdF990 |
| Revenue Subtotal | 19592625 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19592625 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19313349 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 795695 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 795695 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18517654 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18517654 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE MUSEUM DOES NOT CAPITALIZE COLLECTIONS. SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. ACCORDINGLY, PURCHASED COLLECTION ITEMS ARE EXPENSED IN THE YEAR OF PURCHASE AND NO REVENUE IS RECOGNIZED ON DONATED COLLECTION ITEMS. | |
| PART III, LINE 4: | THE MUSEUM'S COLLECTIONS INCLUDE 400 WATERCRAFTS (INCLUDING 5 MAJOR VESSELS), 24 HISTORIC HOUSES AND BUILDINGS, 2000 SHIP MODELS, 1100 SCRIMSHAW PIECES, 5000 VIDEO TAPES, 1,500,000 FEET OF HISTORIC FILM AND A COLLECTION OF OVER 1,000,000 PHOTOGRAPHS, AS WELL AS SIGNIFICANT COLLECTIONS OF PRINTS, NAVIGATIONAL INSTRUMENTS, TOOLS, MARINE PAINTINGS AND OTHER MARITIME MEMORABILIA. IN ADDITION, THE COLLECTION CONTAINS LARGE QUANTITIES OF NONNAUTICAL FURNISHINGS FOR THE HISTORIC BUILDINGS, AS WELL AS SHIP AND BOAT PARTS, ENGINES AND SIMILAR OBJECTS. THE MUSEUM'S LIBRARY COLLECTION CONTAINS APPROXIMATELY 75,000 BOOKS AND PERIODICALS, 1,000,000 MANUSCRIPTS, 10,000 MAPS, WELL OVER 100,000 SHIP PLANS, 2,000 ROLLS OF MICROFILM AND 600 ORAL HISTORY TAPES. | |
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT THE CURRENT AND FUTURE MISSION OF MYSTIC SEAPORT MUSEUM. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT APRIL 30, 2012. THE MUSEUM'S U.S. FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2009 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE MUSEUM HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS AND TRUSTS 387,861. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSE 247,525. SPECIAL EVENTS EXPENSES 112,262. COST OF INVENTORY 435,908. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS & TRUSTS 387,861. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES 247,525. SPECIAL EVENTS EXPENSES 112,262. COST OF SALES 435,908. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AMERICA AND THE SEA GALA | NameOfEvent1 |
| Gross Receipts Event1 | 233950 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 204050 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29900 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 111633 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WMS MYSTIC AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 7628 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 3216 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 4412 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 629 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 241578 | GrossReceiptsTotal |
| Charitable Contributions Total | 207266 | CharitableContributionsTotal |
| Gross Revenue Total Events | 34312 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 112262 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 112262 | DirectExpenseSummaryEvents |
| Net Income Summary | -77950 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| THE WILLIAMS COLLEGE/MYSTIC SEAPORT MARITIME STUDIES PROGRAM OFFERED GRANTS/SCHOLARSHIPS TO FULL TIME COLLEGE STUDENTS BASED ON FINANCIAL NEEDS. | 23 | 190336 |
| THE BRILLIANT AT-SEA SAILING PROGRAM PROVIDED FOR SCHOLARSHIPS TO HIGH SCHOOL STUDENTS | 17 | 8805 |
| THE CONRAD SAILING PROGRAM PROVIDED SCHOLARSHIPS TO YOUNG PEOPLE. | 35 | 12040 |
| FELLOWSHIPS WERE AWARDED FOR SCHOLARLY RESEARCH IN MARITIME STUDIES WHICH INCLUDES MARITIME HISTORY, ART, POLICY, SCIENCE AND LITERATURE FOR BOTH GRADUATE AND UNDERGRADUATE STUDENTS. | 8 | 11100 |
| EDUCATION SUMMER CAMPS | 1 | 138 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANTS AND SCHOLARHIPS ARE AWARDED BASED ON FINANCIAL NEEDS. IN ADDITION, THE GRANTS/SCHOLARSHIPS ARE AWARDED FOR PARTICIPATION IN ONE OF THE ORGANIZATION'S PROGRAMS. THE RECIPIENTS ARE REQUIRED TO ATTEND THE PROGRAMS IN ORDER FOR THE GRANTS/SCHOLARSHIPS TO BE APPLICABLE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN C WHITE | |||||||||||||
| 228873 | 0 | 0 | 0 | 0 | 0 | 9297 | 0 | 7102 | 0 | 245272 | 0 | 0 | 0 |
| MARTHA WITHINGTON | |||||||||||||
| 198761 | 0 | 0 | 0 | 0 | 0 | 8264 | 0 | 16893 | 0 | 223918 | 0 | 0 | 0 |
| SUSAN FUNK | |||||||||||||
| 131201 | 0 | 0 | 0 | 0 | 0 | 5681 | 0 | 16893 | 0 | 153775 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 125200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 246662 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISCELLANEOUS ITEMS | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1431 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 6 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION MAINTAINS ACCOUNTS WITH VARIOUS FINANCIAL INSTITUTIONS WHICH ARE USED TO LIQUIDATE DONATED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS PAY DUES TO JOIN MYSTIC SEAPORT IN ORDER TO ACCESS COLLECTIONS, EXHIBITS AND EDUCATIONAL PROGRAMS. EACH MEMBER SHALL HAVE ONE VOTE WHICH MAY BE GIVEN IN PERSON OR BY PROXY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | IN ALL CATEGORIES OF MEMBERSHIP, EACH ADULT 18 YEARS OF AGE OR OLDER INCLUDED WITHIN THE MEMBERSHIP SHALL BE SEPARATELY ENTITLED TO VOTE. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THERE SHALL BE AN ANNUAL MEETING OF THE MEMBERS OF MYSTIC SEAPORT MUSEUM FOR THE ELECTION OF TRUSTEES TO SUCCEED THOSE WHOSE TERMS EXPIRE AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. SPECIAL MEETINGS OF THE MEMBERS FOR ANY PURPOSE MAY BE CALLED BY (I) THE CHAIRMAN OF THE BOARD OF TRUSTEES, OR (II) THE PRESIDENT, OR (III) IN THEIR ABSENCE, ANY VICE CHAIRMAN OR (IV) A MAJORITY OF THE BOARD OF TRUSTEES, AND SHALL BE CALLED AT ANY TIME BY THE CHAIRMAN OF THE BOARD OF TRUSTEES OR THE PRESIDENT, OR ANY VICE CHAIRMAN OR ANY OTHER OFFICER UPON THE WRITTEN REQUEST OF 100 MEMBERS ENTITLED TO VOTE AT SUCH MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO WILL REVIEW THE FINAL 990 DRAFT FOR COMPLETENESS AND ACCURACY. WHEN SATISFIED THAT THE RETURN IS COMPLETE, IT WILL THEN BE DISTRIBUTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. UPON ACCEPTANCE OF THE AUDIT COMMITTEE, THE 990 WILL BE ISSUED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER AND SENIOR STAFF PERSON SIGNS AND DATES THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF HIS/HER TERM OF SERVICE AND ANNUALLY THEREAFTER. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST TO THE FULL BOARD, THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IF SO THE BOARD SHALL DETERMINE BY MAJORITY VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION STUDY OR SURVEY IS USED TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. THE COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES . THE CEO IS PROVIDED WITH A WRITTEN EMPLOYMENT CONTRACT. THE CFO'S COMPENSATION IS SET BY THE BOARD OF TRUSTEES USING COMPENSATION SURVEYS AND OTHER RESOURCES. OTHER OFFICER SALARIES ARE DETERMINED BY THE ORGANIZATION'S MANAGEMENT AND APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE BUDGETING PROCESS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, FINANCIAL STATEMENTS ARE PUBLISHED IN AN ANNUAL REPORT, MAILED OUT TO MORE THAN 17,000 MEMBERS AND AVAILABLE ON MYSTIC SEAPORT'S WEBSITE. THE FORM 990 IS ALSO AVAILABLE ON PUBLIC WEBSITES SUCH AS GUIDESTAR.ORG. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,227,357. CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS AND TRUSTS 387,861. TOTAL TO FORM 990, PART XI, LINE 5: -839,496. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART VII, LINE 2C | THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT PROCESSES OR SELECTION PROCESS DURING THE TAX YEAR. |
Comments