2012-10-29T10:08:06-05:00 2012-06-30 043191789 MORIARTY & PRIMACK PC ONE MONARCH PLACE SUITE 900 SPRINGFIELD MA 011444011 990 2011-07-01 046002239 SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION SPRI 4132636800 21 EDWARDS STREET SPRINGFIELD MA 01103 HOLLY SMITH-BOVE 4132636800 2012-10-09 1 ELIZABETH DESOUSA P01397406 4137391800 2011 2016-02-24 21:20:13Z HOLLY SMITH-BOVE 21 EDWARDS STREET SPRINGFIELD MA 01103 7947203 0 X WWW.SPRINGFIELDMUSEUMS.ORG X 1864 MA THE SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION IS A NON-PROFIT ORGANIZATION WHICH PROVIDES PUBLIC ACCESS TO ITS COLLECTIONS OF LITERATURE, ARTWORK, AND HISTORICAL TREASURES. 23 21 123 577 1773 0 4577321 4584873 816324 660634 667294 444289 348255 308612 6409194 5998408 0 0 0 0 3343616 3497031 0 0 431297 3619318 3784518 6962934 7281549 -553740 -1283141 55035679 54518806 5344951 5659574 49690728 48859232 THE SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION IS A NON-PROFIT ORGANIZATION WHICH HOLDS AND CARES FOR COLLECTIONS IN THE FIELDS OF ART, HISTORY, AND SCIENCE AND MAKES THEM ACCESSIBLE FOR EDUCATIONAL, RECREATIONAL AND INFORMATIONAL PURPOSES TO A DIVERSE AUDIENCE. 0 0 4723392 1047659 PROVIDED THE PUBLIC WITH VARIOUS MATERIALS, PROGRAMS, OBJECTS AND ARTIFACTS FOR EDUCATIONAL, RECREATIONAL AND INFORMATIONAL PURPOSES. SERVING APPROXIMATELY 600,000 INDIVIDUALS. 1006906 74658 EDUCATIONAL PROGRAMS FOR SCHOOL CHILDREN INCLUDING INTERPRETIVE TOURS, HANDS-ON SCIENCE PROGRAMS, PLANETARIUM SHOWS, ART DISCOVERY ADVENTURES, AND LOCAL HISTORY ACTIVITIES. 5730298 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 88 0 123 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 23 21 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X HOLLY SMITH-BOVE 4132636800 21 EDWARDS ST SPRINGFIELD MA 01103 PETER F STRALEY 5.00 X X 0 0 0 SAMUEL HANMER 5.00 X X 0 0 0 R LYMAN WOOD 5.00 X X 0 0 0 MICHAEL ROLLINGS 1.00 X X 0 0 0 FRANCES M GAGNON 1.00 X X 0 0 0 DR RUTH S NJIIRI 1.00 X X 0 0 0 FRANCIS J CATALDO JR 1.00 X 0 0 0 HELEN CAULTON-HARRIS 1.00 X 0 0 0 JANI K FLYNN 1.00 X 0 0 0 MARK HAMBLEY 1.00 X 0 0 0 KATHLEEN KANE 1.00 X 0 0 0 NOEL R LEARY 1.00 X 0 0 0 ANN G MANN 1.00 X 0 0 0 JOHN M O'BRIEN III 1.00 X 0 0 0 WAYNE E PHANEUF 1.00 X 0 0 0 MELINDA M PHELPS 1.00 X 0 0 0 MARY ELLEN SCOTT 1.00 X 0 0 0 DAVID STARR 1.00 X 0 0 0 GREGORY K SWANSON 1.00 X 0 0 0 VICTOR WOOLRIDGE 1.00 X 0 0 0 RICHARD E RYALL 1.00 X 0 0 0 ANDREW HENSHON 1.00 X 0 0 0 JANE ENGELMAN 1.00 X 0 0 0 HOLLY SMITH-BOVE 40.00 X X 118713 0 0 JOSEPH CARVALHO 40.00 X 101606 0 0 220319 0 0 2 1 0 0 HARRY GRODSKY & CO INC PO BOX 880 SPRINGFIELD MA 01101 HVAC 604980 HEALTH NEW ENGLAND ONE MONARCH PLACE SPRINGFIELD MA 01144 HEALTH INSURANCE 299662 THE WADSWORTH ATHENEUM 600 MAIN ST HARTFORD CT 06103 EXHIBIT 270000 LAPLANTE CONSTRUCTION 296 N MAIN ST EAST LONGMEADOW MA 01028 CONSTRUCTION 141915 FIVE WITS PRODUCTIONS 375 VANDERBUILT AVE NORWOOD MA 02062 EXHIBIT 124279 7 336000 17000 1931400 2300473 4584873 ADMISSIONS 900099 374888 374888 SPECIAL EVENTS/PROGRAM 900099 285746 285746 660634 153013 153013 2034320 23098 1762342 3800 271978 19298 291276 19298 271978 53080 17000 40384 12696 12696 267257 142269 124988 124988 REIMBURSABLE EXPENSES 900099 138848 138848 FOOD SERVICES 532000 16461 16461 PARKING LOT FEES 531190 1773 1773 13846 13846 170928 5998408 957614 1773 454148 455494 365475 66222 23797 2564111 2061051 368888 134172 254642 169954 73389 11299 222784 179075 32051 11658 40505 40505 36800 36800 106941 5768 101173 160018 67288 73683 19047 622280 500193 89525 32562 92419 92419 1581082 1270885 227464 82733 56900 45737 8186 2977 MUSEUM EXHIBIT EXPENSES 1022826 1012828 1507 8491 OTHER SUPPLIES 64747 52044 9315 3388 7281549 5730298 1119954 431297 15268 26415 3447747 3390439 226588 51335 314143 351635 41222204 22370833 18972078 18851371 8055193 6887369 976533 944763 23028129 24015479 55035679 54518806 999415 916065 4345536 4743509 5344951 5659574 X 15726308 14975346 10099082 8947145 23865338 24936741 49690728 48859232 55035679 54518806 X -1283141 451645 X 0 1 1 X 0 X 7635483 2970044 7745884 4577321 4584873 27513605 7635483 2970044 7745884 4577321 4584873 27513605 7956570 19557035 2527547 1651538 207961 322274 153013 4862333 13308 40932 19115 11791 12696 97842 32473780 0.60220 0.54460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 9031726 15250 -194767 1020077 7832132 7697208 19799 2032706 717987 9031726 6926452 1042682 1051661 905856 417731 7697208 0.18000 0.12000 0.70000 1 0 4999639 4999639 33935231 20487176 13448055 2287334 1883657 403677 18851371 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 24015478 COLLECTIONS AND ART WORK 1 24015479 5998408 7281549 -1283141 -619758 1071403 451645 -831496 6636506 -619758 1257856 638098 5998408 0 5998408 7468002 186453 186453 7281549 0 7281549 PART III, LINE 1A: IN ACCORDANCE WITH THE PRACTICE USUALLY FOLLOWED BY MUSEUMS, THE ASSOCIATION CARRIES ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION AT THE NOMINAL VALUE OF $1, AND DOES NOT RECOGNIZE GIFTS OF COLLECTION ITEMS AS OPERATING REVENUES IN THE STATEMENT OF ACTIVITIES. SINCE ITEMS ACQUIRED FOR COLLECTIONS BY PURCHASE ARE NOT CAPITALIZED, THE COSTS OF THOSE ACQUISITIONS ARE REPORTED AS DECREASES IN THE NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE NOT ADDED TO THE COLLECTION ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENT OF FINANCIAL POSITION AT THEIR FAIR VALUES AT THE DATE OF THE GIFT. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ASSOCIATION INTENDS TO USE INCOME GENERATED BY ITS ENDOWMENT FUNDS AS INSTRUCTED BY DONORS, OR LACKING INSTRUCTION, TO SUPPORT OPERATIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 1,071,403. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP MERCHANDISE 142,269. FUNDRAISING EXPENSE 40,384. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1,071,403. COLLECTIONS 3,800. PART XIII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP MERCHANDISE 142,269. FUNDRAISING EXPENSE 40,384. COLLECTIONS 3,800. HOLIDAY GALA 70080 17000 53080 30936 9448 70080 17000 53080 30936 9448 40384 12696 X X X 1 0 0 0 0 0 0 0 0 HOLLY SMITH-BOVE JOSEPH CARVALHO 101290 0 0 0 316 0 0 0 0 0 101606 0 0 0 PART I, LINE 1A SEVERANCE PACKAGE FOR FORMER PRESIDENT OF THE ORGANIZATION. PETER STRALEY OFFICER OF INSURANCE AGENT 299662 OFFICER OF INSURANCE AGENT USED TO PROVIDE HEALTH INSURANCE TO THE ORGANIZATION. CONTRACTS ARE AWARDED THROUGH A COMPETITIVE BID PROCESS. 0 SAMUEL HANMER OFFICER OF INSURANCE AGENT 59372 OFFICER OF INSURANCE AGENT USED TO PROVIDE PROPERTY AND LIABILITY INSURANCE TO THE ORGANIZATION.CONTRACTS ARE AWARDED THROUGH A COMPETITIVE BID PROCESS. 0 X 12 0 COLLECTIONS VALUED AT $1 X 27 0 COLLECTIONS VALUED AT $1 X 1 199536 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 TWO MEMBERS OF THE BOARD HAVE A BUSINESS RELATIONSHIP. FRANCIS CATALDO JR. AND J. MICHAEL WALLACE. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATORS ELECT THE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PRESENTED TO THE BOARD FOR A VOTE TO ACCEPT. COPIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS ANNUALLY. A BIDDING PROCESS IS USED FOR MAJOR EXPENSES TO AVOID CONFLICTS. IF THERE IS A POTENTIAL CONFLICT, THE INTERESTED PERSON IS NOT PERMITTED TO VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 A SUBCOMMITTEE OF THE BOARD USES COMPARABILITY DATA OF OTHER LIKE CULTURAL INSTITUTIONS IN ADDITION TO ORGANIZATIONS IN THE AREA TO DETERMINE REASONABLE SALARY FOR THE PRESIDENT. THIS PROCESS WAS DONE IN APRIL OF 2010. FORM 990, PART VI, SECTION C, LINE 18 ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THEIR LOCATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -619,758. CHANGE IN VALUE OF BENEFICIAL INTEREST 1,071,403. TOTAL TO FORM 990, PART XI, LINE 5: 451,645. NON-CASH CONTRIBUTIONS OF WORKS OF ART AND HISTORICAL TREASURERS FORM 990. SCHEDULE M, LINE 1 & 2 DETAIL INFORMATION ON CONTRIBUTED ITEMS PROVIDED UPON REQUEST.