2012-05-08T14:39:19-05:00 2011-06-30 MORIARTY & PRIMACK PC ONE MONARCH PLACE SUITE 900 SPRINGFIELD MA 011444011 990 2010-07-01 046002239 SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION SPRI 4132636800 21 EDWARDS STREET SPRINGFIELD MA 01103 HOLLY SMITH-BOVE 4132636800 2012-05-03 1 ELIZABETH DESOUSA 4137391800 2010 2016-02-24 21:20:13Z HOLLY SMITH-BOVE 21 EDWARDS STREET SPRINGFIELD MA 01103 8173341 0 X WWW.SPRINGFIELDMUSEUMS.ORG X 1864 MA THE SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION IS A NON-PROFIT ORGANIZATION WHICH PROVIDES ACCESS TO ITS COLLECTIONS OF LITERATURE, ARTWORK, AND HISTORICAL TREASURES. 26 24 95 529 3000 0 7745884 4577321 742411 816324 97135 667294 177772 348255 8763202 6409194 0 0 0 0 3495775 3343616 0 0 365708 3296563 3619318 6792338 6962934 1970864 -553740 50856406 55035679 5687763 5344951 45168643 49690728 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 4450547 721120 PROVIDED THE PUBLIC WITH VARIOUS MATERIALS, PROGRAMS, OBJECTS AND ARTIFACTS FOR EDUCATIONAL, RECREATIONAL AND INFORMATIONAL PURPOSES. SERVING APPROXIMATELY 600,000 INDIVIDUALS. 994148 95204 EDUCATIONAL PROGRAMS FOR SCHOOL CHILDREN INCLUDING INTERPRETIVE TOURS, HANDS-ON SCIENCE PROGRAMS, PLANETARIUM SHOWS, ART DISCOVERY ADVENTURES, AND LOCAL HISTORY ACTIVITIES. 5444695 1 1 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 0 1 0 0 0 0 0 0 0 0 1 72 0 95 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 26 24 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 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 ROBERT SULLIVAN JR 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 RICHARD B COLLINS 1.00 X 0 0 0 JANI K FLYNN 1.00 X 0 0 0 DAVID GLIDDEN 1.00 X 0 0 0 MARK HAMBLEY 1.00 X 0 0 0 SAMUEL HANMER 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 MICHAEL R MATTY 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 HECTOR TOLEDO 1.00 X 0 0 0 J MICHAEL WALLACE 1.00 X 0 0 0 VICTOR WOOLRIDGE 1.00 X 0 0 0 HOLLY SMITH-BOVE 40.00 X X X 120100 0 663 KATHLEEN SIMPSON 40.00 X 0 0 0 HEATHER HASKELL 40.00 X 0 0 0 DAVID STIER 40.00 X 0 0 0 JOSEPH CARVALHO 40.00 X 129266 0 1230 249366 0 1893 2 1 0 0 FIVE WITS PRODUCTIONS 375 VANDERBUILT AVE NORWOOD MA 02062 EXHIBIT DESIGN 230804 HEALTH NEW ENGLAND ONE MONARCH PLACE SPRINGFIELD MA 01144 HEALTH INSURANCE 172728 TC SALES 33 APPLE RIDGE RD WEST SPRINGFIELD MA 01089 PRINTING SERVICES 117394 CLYDE PEELING'S REPTILELAND 18628 US ROUTE 15 ALLENWOOD PA 17810 EXHIBIT 107085 4 353981 17000 1588318 2618022 4577321 ADMISSIONS 900099 492817 492817 SPECIAL EVENTS/PROGRAM 900099 323507 323507 816324 322274 322274 1880284 28399 1561023 2640 319261 25759 345020 25759 319261 59496 17000 47705 11791 11791 268162 152779 115383 115383 REIMBURSABLE EXPENSES 900099 178764 178764 FOOD SERVICES 532000 26570 26570 PARKING LOT FEES 531190 3000 3000 12747 12747 221081 6409194 1148977 3000 679896 357994 289529 51820 16645 2555867 2070942 366365 118560 227319 152742 61800 12777 202436 164028 29018 9390 19541 19541 37000 37000 87387 6388 80999 221895 63215 144851 13829 612390 496201 87782 28407 86436 86436 1652705 1339138 236903 76664 50808 41168 7283 2357 MUSEUM EXHIBIT EXPENSES 787395 769681 14592 3122 OTHER SUPPLIES 63761 51663 9140 2958 6962934 5444695 1152531 365708 25145 15268 3225642 3447747 58793 226588 290466 314143 39761830 20789752 19865777 18972078 6829112 8055193 868080 976533 19693391 23028129 50856406 55035679 530377 999415 60657 4590914 4345536 505815 5687763 5344951 X 16444493 15726308 8543446 10099082 20180704 23865338 45168643 49690728 50856406 55035679 X -553740 5075825 X 0 1 1 X 0 X 1954243 7635483 2970044 7745884 4577321 24882975 1954243 7635483 2970044 7745884 4577321 24882975 7514640 17368335 2170093 2527547 1651538 207961 322274 6879413 27536 13308 40932 19115 11791 112682 18022 18022 31893092 0.54460 0.53510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 7697208 19799 2032706 717987 9031726 6926452 1042682 1051661 905856 417731 7697208 0.19000 0.09000 0.72000 1 0 4999639 4999639 32536979 19035095 13501884 2225212 1754657 470555 18972078 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 23028128 COLLECTIONS AND ART WORK 1 23028129 6409194 6962934 -553740 1391191 3684634 5075825 4522085 11688143 1391191 3887758 5278949 6409194 0 6409194 7166058 203124 203124 6962934 0 6962934 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP MERCHANDISE 152,779. FUNDRAISING EXPENSE 47,705. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 3,684,634. COLLECTIONS 2,640. PART XIII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP MERCHANDISE 152,779. FUNDRAISING EXPENSE 47,705. COLLECTIONS 2,640. HOLIDAY GALA 76496 17000 59496 37074 10631 76496 17000 59496 37074 10631 47705 11791 X X X 1 0 0 0 0 0 0 0 0 HOLLY SMITH-BOVE JOSEPH CARVALHO 129266 0 0 0 0 0 0 0 0 0 129266 0 0 0 PART I, LINE 1A SEVERANCE PACKAGE FOR FORMER PRESIDENT OF THE ORGANIZATION. PETER STRALEY OFFICER OF INSURANCE AGENT 172728 OFFICER OF INSURANCE AGENT USED TO PROVIDE HEALTH INSURANCE TO THE ORGANIZATION 0 SAMUEL HANMER OFFICER OF INSURANCE AGENT 61745 OFFICER OF INSURANCE AGENT USED TO PROVIDE PROPERTY AND LIABILITY INSURANCE TO THE ORGANIZATION 0 X 4 0 COLLECTIONS VALUED AT $1 X 27 0 COLLECTIONS VALUED AT $1 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 GAINS ON INVESTMENTS: 1,391,191. CHANGE IN VALUE OF BENEFICIAL INTEREST 3,684,634. TOTAL TO FORM 990, PART XI, LINE 5: 5,075,825.