SPRINGFIELD MUSEUMS CORPORATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
SPRINGFIELD MUSEUMS CORPORATION (EIN 04-6002239)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-03-14
IRS object ID
201100739349300855
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-03-14T14:26:03-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Meyers Brothers Kalicka PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1330 Whitney Ave Suite 800AddressLine1
CityHolyokeCity
StateMAState
ZIP Code01040ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN046002239EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSPRINameControl
Phone4132636800Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 edwards STREETAddressLine1
CitySPRINGFIELDCity
StateMAState
ZIP Code01103ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHOLLY SMITH-BOVEName
TitlePRESIDENTTitle
Phone4132636800Phone
Date Signed2011-02-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameHOWARD L CHENEYName
Phone4135368510Phone
Date Prepared2011-02-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonHOLLY SMITH-BOVENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line121 edwards STREETAddressLine1
CitySPRINGFIELDCity
StateMAState
ZIP Code01103ZIPCode
FieldValueIRS element (for citing)
Gross Receipts14588369GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.springfieldmuseums.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1864YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionPROVIDES THE PUBLIC ACCESS TO ITS COLLECTIONS OF LITERATURE, ARTWORK AND HISTORICAL TREASURES.ActivityOrMissionDescription
Nbr Voting Members Governing Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees98TotalNbrEmployees
Total Nbr Volunteers653TotalNbrVolunteers
Total Gross UBI31561TotalGrossUBI
Net Unrelated Business Txbl Income-9508NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2950405ContributionsGrantsPriorYear
Contributions Grants Current Year7745884ContributionsGrantsCurrentYear
Program Service Revenue Prior Year720241ProgramServiceRevenuePriorYear
Program Service Revenue CY742411ProgramServiceRevenueCY
Investment Income Prior Year410690InvestmentIncomePriorYear
Investment Income Current Year97135InvestmentIncomeCurrentYear
Other Revenue Prior Year246227OtherRevenuePriorYear
Other Revenue Current Year177772OtherRevenueCurrentYear
Total Revenue Prior Year4327563TotalRevenuePriorYear
Total Revenue Current Year8763202TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year3509780SalariesEtcPriorYear
Salaries Etc Current Year3495775SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year557833TotalFundrsngExpCurrentYear
Other Expense Prior Year3331447OtherExpensePriorYear
Other Expenses Current Year3296563OtherExpensesCurrentYear
Total Expenses Prior Year6841227TotalExpensesPriorYear
Total Expenses Current Year6792338TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2513664RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1970864RevenuesLessExpensesCY
Total Assets BOY46948302TotalAssetsBOY
Total Assets EOY50856406TotalAssetsEOY
Total Liabilities BOY4817697TotalLiabilitiesBOY
Total Liabilities EOY5687763TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY42130605NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY45168643NetAssetsOrFundBalancesEOY
Mission DescriptionA 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense4070339Expense
Revenue649060Revenue
DescriptionPROVIDED THE PUBLIC WITH VARIOUS MATERIALS, PROGRAMS, OBJECTS AND ARTIFACTS FOR EDUCATIONAL, RECREATIONAL AND INFORMATIONAL PURPOSES, SERVING APPROXIMATELY 600,000 INDIVIDUALS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense823992Expense
Revenue93351Revenue
DescriptionEducational programs for school children including interpretive tours, hands-on science programs, planetarium shows, art discovery adventures and local history activities.Description
FieldValueIRS element (for citing)
Total Program Service Expense4894331TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation1PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109677NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees98NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1HOLLY SMITH-BOVEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4132636800TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line121 Edwards STREETAddressLine1
CitySPRINGFIELDCity
StateMAState
ZIP Code01103ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
j michael wallace
trustee1.00X000
JOHN O'BRIEN III
trustee1.00X000
Frances M Gagnon
CLERK5.00X000X
DAVID STARR
trustee1.00X000
michael rollings
assistant treasurer2.00X000X
RICHARD COLLINS
chairman5.00X000X
MELINDA PHELPS
trustee1.00X000
DR RUTH NJIIRI
assistant clerk1.00X000X
donald D'Amour
trustee1.00X000
PETER STRALEY
vice chairman5.00X000X
ROBERT SULLIVAN JR
trustee1.00X000
R LYMAN WOOD
treasurer5.00X000X
Ann Mann
trustee1.00X000
Wayne Phaneuf
trustee1.00X000
helen caulton-harris
trustee1.00X000
francis cataldo jr
trustee1.00X000
jani flynn
Trustee1.00X000
david glidden
trustee1.00X000
michael golden
trustee1.00X000
samuel hanmer
trustee1.00X000
arthur jones
trustee1.00X000
michael matty
trustee1.00X000
peter picknelly
trustee1.00X000
gregory swanson
trustee1.00X000
richard zilewicz
trustee1.00X000
mark hambley
trustee1.00X000
noel leary
trustee1.00X000
mary ellen scott
trustee1.00X000
hector toledo
trustee1.00X000
victor woolridge
trustee1.00X000
Holly Smith-bove
President40.00990310594X
JOSEPH CARVALHO
PRESIDENT(outgoing)40.0015846401352X
FieldValueIRS element (for citing)
Total Reportable Comp From Org257495TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1946TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Adams & Ruxton Construction
600 Union st PO box 390west springfieldMA01089construction1246514
Harry Grodsky& Co
33 Shaw LanespringfieldMA01101Construction308281
Health New England
one monarch place suite 1500springfieldMA01144health insurance240869
Mahan Slate Roofing
po box 2860springfieldMA01101construction143116
Mobile Welding Service
PO box 271wilbrahamMA01101fencing116800
FieldValueIRS element (for citing)
Number Of Contractors GT100 K8NumberOfContractorsGT100K
Membership Dues153892MembershipDues
Fundraising Events15000FundraisingEvents
Government Grants2044134GovernmentGrants
All Other Contributions5532858AllOtherContributions
Noncash Contributions410573NoncashContributions
Total Contributions7745884TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
admissions/exhibit fee900099346265346265
MISCELLANEOUS FEES900099180888180888
educational courses900099129046129046
research/other service9000993802738027
MISCELLANEOUS REVENUES9000992859828598

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column19587TotalRevenueColumn
Related Or Exempt Function Income19587RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue742411TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column172939TotalRevenueColumn
Exclusion$172,939ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real34456Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real34456Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column34456TotalRevenueColumn
Exclusion$34,456ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities5404625Securities
Other121311Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities5587052Securities
Other14688Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-182427Securities
Other106623Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-75804TotalRevenueColumn
Related Or Exempt Function Income106623RelatedOrExemptFunctionIncome
Exclusion-$182,427ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events56180GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events15000CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses37065FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column19115TotalRevenueColumn
Exclusion$19,115ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory262512GrossSalesOfInventory
Cost Of Goods Sold186362CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column76150TotalRevenueColumn
Related Or Exempt Function Income76150RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
PARKING LOT FEES5311903099530995
food services53200016490$16,490
PTSP INCOME900000566566
FieldValueIRS element (for citing)
Total Other Revenue48051TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column8763202TotalRevenueColumn
Related Or Exempt Function Income925184RelatedOrExemptFunctionIncome
Unrelated Business Revenue31561UnrelatedBusinessRevenue
Exclusion$60,573ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total451057Total
Program Services50847ProgramServices
Management And General349363ManagementAndGeneral
Fundraising50847Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2582119Total
Program Services2238657ProgramServices
Management And General214877ManagementAndGeneral
Fundraising128585Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total212496Total
Program Services176572ProgramServices
Management And General26754ManagementAndGeneral
Fundraising9170Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total250103Total
Program Services120743ProgramServices
Management And General121759ManagementAndGeneral
Fundraising7601Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total21796Total
Management And General21796ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total36000Total
Management And General36000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total22325Total
Management And General21186ManagementAndGeneral
Fundraising1139Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total134695Total
Program Services11221ProgramServices
Management And General9573ManagementAndGeneral
Fundraising113901Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total262626Total
Program Services96235ProgramServices
Management And General54065ManagementAndGeneral
Fundraising112326Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total16220Total
Fundraising16220Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total581251Total
Program Services439951ProgramServices
Management And General108353ManagementAndGeneral
Fundraising32947Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total51364Total
Program Services50765ProgramServices
Management And General579ManagementAndGeneral
Fundraising20Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4034Total
Program Services3454ProgramServices
Management And General390ManagementAndGeneral
Fundraising190Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total100321Total
Management And General100321ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1598226Total
Program Services1275371ProgramServices
Management And General244954ManagementAndGeneral
Fundraising77901Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total138945Total
Program Services118020ProgramServices
Management And General15360ManagementAndGeneral
Fundraising5565Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MUSEUM EXHIBIT EXPENSES264948251478134700
other supplies/expenses56180545851374221
fees for collections763264321200

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total6792338Total
Program Services4894331ProgramServices
Management And General1340174ManagementAndGeneral
Fundraising557833Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY603862BOY
EOY25145EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1711632BOY
EOY3225642EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY105828BOY
EOY58793EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY170486BOY
EOY290466EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis39002823LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec19137046LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY18886771BOY
EOY19865777EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY6015525BOY
EOY6829112EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY910926BOY
EOY868080EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY18543272BOY
EOY19693391EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY46948302BOY
EOY50856406EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY965105BOY
EOY530377EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY60657EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY3553512BOY
EOY4590914EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY299080BOY
EOY505815EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4817697BOY
EOY5687763EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY16442877BOY
EOY16444493EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4976044BOY
EOY8543446EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY20711684BOY
EOY20180704EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY42130605BOY
EOY45168643EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY46948302BOY
EOY50856406EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3020037CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1954243CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7635483CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2970044CurrentTaxYearMinus1Year
Current Tax Year7745884CurrentTaxYear
Total23325691Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3020037CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1954243CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7635483CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2970044CurrentTaxYearMinus1Year
Current Tax Year7745884CurrentTaxYear
Total23325691Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total6171848AmountsSubstContributorsTotal
Public Support Total17017153843PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2006087CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2170093CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2527547CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1651538CurrentTaxYearMinus1Year
Current Tax Year207961CurrentTaxYear
Total8563226Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years33310CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years27536CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13308CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year40932CurrentTaxYearMinus1Year
Current Tax Year19115CurrentTaxYear
Total134201Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18244CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18022CurrentTaxYearMinus3Years
Total36266Total
FieldValueIRS element (for citing)
Total Support32059384TotalSupport
Gross Receipts From Admissions Etc5105433GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.53510PublicSupportPertcentage170
Public Support Pertcent Prior Year0.51120PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale1SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance6926452BeginningOfYearBalance
Contributions1042682Contributions
Investment Earnings Or Losses1051661InvestmentEarningsOrLosses
Other Expenditures905856OtherExpenditures
Administrative Expenses417731AdministrativeExpenses
End Of Year Balance7697208EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance13973775BeginningOfYearBalance
Contributions73331Contributions
Investment Earnings Or Losses-3354905InvestmentEarningsOrLosses
Other Expenditures341998OtherExpenditures
Administrative Expenses3423751AdministrativeExpenses
End Of Year Balance6926452EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.26000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.32000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.43000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis4997033OtherCostOrOtherBasis
Book Value4997033BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis31981404OtherCostOrOtherBasis
Depreciation17473765Depreciation
Book Value14507639BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2024386OtherCostOrOtherBasis
Depreciation1663281Depreciation
Book Value361105BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings19865777TotalOfBookValueLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
ACCRUED INVESTMENT INCOME11526
COLLECTIONS AND ART WORK1
BEN. INT. IN PERPETUAL TRUSTS19343494
Life insurance policy -cash surrender value338370
FieldValueIRS element (for citing)
Total Book Value Other Assets19693391TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
Descriptionaccrued compensationDescription
Amount$505,815Amount
FieldValueIRS element (for citing)
Total Of Amounts505815TotalOfAmounts
Total Revenue8763202TotalRevenue
Total Expenses6792338TotalExpenses
Excess Or Deficit For Year1970864ExcessOrDeficitForYear
Net Unrealized GL On Investments1076395NetUnrealizedGLOnInvestments
Other-$9,221OtherAmount
Total Adjustments1067174TotalAdjustments
Excess Or Deficit Per FS3038038ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt10874773TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1076395NetUnrealizedGainsInvestments
Other Revenues1035176OtherRevenues
Revenue Not Rptd F9902111571RevenueNotRptdF990
Revenue Subtotal8763202RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9908763202TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7836735TotExpensesEtcAuditedFinclStmt
Other Expenses Included1044397OtherExpensesIncluded
Expenses Not Rptd F9901044397ExpensesNotRptdF990
Expenses Subtotal6792338ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9906792338TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Part III, Line 1a: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.
Part III, Line 4:THE ORGANIZATION'S ART AND HISTORICAL TREASURES COLLECTION INCLUDES CURRIER & IVES PRINTS, COLLECTIONS OF FINE ART OIL & WATERCOLOR PAINTINGS, GREEK AND ROMAN SCULPTURES, DISPLAYS ON ANCIENT CHINESE CERAMICS, AN EXTENSIVE COLLECTION OF 19TH CENTURY JAPANESE ARMS & ARMORY, FOSSILS OF DINOSAURS, ARTIFACTS, MEMORABILIA, PHOTOGRAPHS AND ACTUAL VEHICLES PRODUCED BY LOCAL AREA ENTREPRENUERS IN THE LATE 1800'S. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE.
Part V, Line 4:THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR SPECIFIC PROGRAMS RUN BY THE MUSEUM.Description of Intended Use of Endowment Funds:
Part XI, Line 8 - Other Adjustments:transfer of assets to City of Springfield: -820970. change in value of beneficial interest in perpetual trusts: 811749.
Part XII, Line 2d - Other Adjustments:gift shop merchandise: 186362. fundraising expense: 37065. change in value of beneficial interest in perpetual trusts: 811749.
Part XIII, Line 2d - Other Adjustments:gift shop merchandise: 186362. transfer of assets to City of Springfield: 820970. fundraising expense: 37065.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Holiday GalaNameOfEvent1
Gross Receipts Event171180GrossReceiptsEvent1
Charitable Contributions Event115000CharitableContributionsEvent1
Gross Revenue Event156180GrossRevenueEvent1
Food And Beverage Event127932FoodAndBeverageEvent1
Other Direct Expenses Event19133OtherDirectExpensesEvent1
Gross Receipts Total71180GrossReceiptsTotal
Charitable Contributions Total15000CharitableContributionsTotal
Gross Revenue Total Events56180GrossRevenueTotalEvents
Food And Beverage Total Events27932FoodAndBeverageTotalEvents
Other Direct Expenses Total Events9133OtherDirectExpensesTotalEvents
Direct Expense Summary Events37065DirectExpenseSummaryEvents
Net Income Summary19115NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JOSEPH CARVALHOBusinessNameLine1
FieldValueIRS element (for citing)
Base Compensation Filing Org149464BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org9000OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org1352NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org159816TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePart I, Line 4aReturnReference
ExplanationSeverence package for out-going president totaling $203,099Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonPeter StraleyNamePerson
FieldValueIRS element (for citing)
RelationshipOfficer of Insurance Agent usd to provide Health Insurance to the organizatRelationship
Amount Of Transaction240869AmountOfTransaction
Description Of TransactionProvide Health Insurance services to the organizationDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions45NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining Revenuescollections = $1 on B/SMethodOfDeterminingRevenues

Cars And Other Vehicles CarsAndOtherVehicles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99072203NoncashContribsRptdF990
Method Of Determining Revenuessubsequent sales priceMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Descriptionlife insurance policyDescription
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990338370NoncashContribsRptdF990
Method Of Determining Revenuescash surrender valueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule N IRS990ScheduleN

Disposition Table DispositionTable (3 entries)

Description Of AssetDescriptionOfAssetDate Of DistributionDateOfDistributionFMV Of AssetFMVOfAssetMethod Of FMV DeterminationMethodOfFMVDeterminationEINEINAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeIRC SectionIRCSection
SPRINGFIELD LIBRARY FOUNDATION INC
ENDOWMENT INVESTMENTS-TO BE USED FOR OPERATING A PUBLIC LIBRARY - PART OF A CUMULATIVE TRANSFER.2010-01-01820970QUOTED PRICES IN ACTIVE MARKETS FOR IDENTICAL ASSETS201207636220 STATE STREETspringfieldMA01103501(c)3
SPRINGFIELD LIBRARY FOUNDATION INC
AS REPORTED ON PRIOR YEAR 990: BENEFICIAL INTEREST IN PERPETUAL TRUSTS AND ENDOWMENT INVESTMENTS (PART OF CUMULATIVE TRANSFER)2009-06-306033005PRESENT VALUE OF THE ESTIMATED FUTURE CASH RECEIPTS DETERMINED USING THE ORGANIZATION'S PERCENTAGE INTEREST IN THE CURRENT MARKET VALUE OF THE TRUST ASSETS;QUOTED MARKET PRICE FOR ENDOWMENT INVESTMENTS.201207636220 STATE STREETspringfieldMA01103501(c)3
CITY OF SPRINGFIELD
AS REPORTED ON PRIOR YEAR 990: LAND, BUILDINGS, AND EQUIPMENT AS PART OF CUMULATIVE TRANSFER2009-06-300A FORMAL VALUATION WAS NOT DONE ON THE BUILDINGS, LAND AND EQUIPMENT THAT WERE TRANSFERRED TO THE CITY OF SPRINGFIELD. THE TRANSFER WAS NOT DONE PURSUANT TO A SALE AND AS THE RECIPIENT WAS THE CITY OF SPRINGFIELD, A VALUATION WAS NOT NECESSARY. THEREFORE THE FMV IS UNKNOWN FOR THIS PROPERTY TRANSFER.36 COURT STREETspringfieldMA01103government
FieldValueIRS element (for citing)
Director Of Successor20DirectorOfSuccessor2
Employee Of Successor20EmployeeOfSuccessor2
Owner Of Successor20OwnerOfSuccessor2
Receive Compensation20ReceiveCompensation2

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section A, line 2THE FOLLOWING BUSINESS RELATIONSHIP EXISTED BETWEEN BOARD MEMBERS: (1) FRANCIS CATALDO, JR. AND J. MICHAEL WALLACE - business relationship
Form 990, Part VI, Section A, line 7athe Corporators elect the members of the Board of Directors
Form 990, Part VI, Section B, line 11reviewed 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 12cOfficers, directors, 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 15aA 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 18Form 1023, 990 and 990-T are available upon request
Form 990, Part VI, Section C, line 19The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public by request at their location.
Schedule R, Part V Description of method used to determine value of "amount involved" amounts include actual cash payments received during the year.

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