2011-03-14T14:26:03-05:00 2010-06-30 Meyers Brothers Kalicka PC 330 Whitney Ave Suite 800 Holyoke MA 01040 990 2009-07-01 046002239 SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION SPRI 4132636800 21 edwards STREET SPRINGFIELD MA 01103 HOLLY SMITH-BOVE 4132636800 2011-02-17 1 HOWARD L CHENEY 4135368510 2011-02-16 2009 2016-02-24 21:20:13Z HOLLY SMITH-BOVE 21 edwards STREET SPRINGFIELD MA 01103 14588369 0 X www.springfieldmuseums.org X 1864 MA PROVIDES THE PUBLIC ACCESS TO ITS COLLECTIONS OF LITERATURE, ARTWORK AND HISTORICAL TREASURES. 24 23 98 653 31561 -9508 2950405 7745884 720241 742411 410690 97135 246227 177772 4327563 8763202 0 0 3509780 3495775 0 557833 3331447 3296563 6841227 6792338 -2513664 1970864 46948302 50856406 4817697 5687763 42130605 45168643 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 4070339 649060 PROVIDED THE PUBLIC WITH VARIOUS MATERIALS, PROGRAMS, OBJECTS AND ARTIFACTS FOR EDUCATIONAL, RECREATIONAL AND INFORMATIONAL PURPOSES, SERVING APPROXIMATELY 600,000 INDIVIDUALS. 823992 93351 Educational programs for school children including interpretive tours, hands-on science programs, planetarium shows, art discovery adventures and local history activities. 4894331 1 1 0 0 0 0 1 0 1 1 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 1 0 0 0 0 0 1 77 0 98 1 1 1 0 0 0 0 1 1 0 24 23 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X HOLLY SMITH-BOVE 4132636800 21 Edwards STREET SPRINGFIELD MA 01103 j michael wallace 1.00 X 0 0 0 JOHN O'BRIEN III 1.00 X 0 0 0 Frances M Gagnon 5.00 X X 0 0 0 DAVID STARR 1.00 X 0 0 0 michael rollings 2.00 X X 0 0 0 RICHARD COLLINS 5.00 X X 0 0 0 MELINDA PHELPS 1.00 X 0 0 0 DR RUTH NJIIRI 1.00 X X 0 0 0 donald D'Amour 1.00 X 0 0 0 PETER STRALEY 5.00 X X 0 0 0 ROBERT SULLIVAN JR 1.00 X 0 0 0 R LYMAN WOOD 5.00 X X 0 0 0 Ann Mann 1.00 X 0 0 0 Wayne Phaneuf 1.00 X 0 0 0 helen caulton-harris 1.00 X 0 0 0 francis cataldo jr 1.00 X 0 0 0 jani flynn 1.00 X 0 0 0 david glidden 1.00 X 0 0 0 michael golden 1.00 X 0 0 0 samuel hanmer 1.00 X 0 0 0 arthur jones 1.00 X 0 0 0 michael matty 1.00 X 0 0 0 peter picknelly 1.00 X 0 0 0 gregory swanson 1.00 X 0 0 0 richard zilewicz 1.00 X 0 0 0 mark hambley 1.00 X 0 0 0 noel leary 1.00 X 0 0 0 mary ellen scott 1.00 X 0 0 0 hector toledo 1.00 X 0 0 0 victor woolridge 1.00 X 0 0 0 Holly Smith-bove 40.00 X 99031 0 594 JOSEPH CARVALHO 40.00 X 158464 0 1352 257495 0 1946 1 0 1 0 Adams & Ruxton Construction 600 Union st PO box 390 west springfield MA 01089 construction 1246514 Harry Grodsky& Co 33 Shaw Lane springfield MA 01101 Construction 308281 Health New England one monarch place suite 1500 springfield MA 01144 health insurance 240869 Mahan Slate Roofing po box 2860 springfield MA 01101 construction 143116 Mobile Welding Service PO box 271 wilbraham MA 01101 fencing 116800 8 153892 15000 2044134 5532858 410573 7745884 admissions/exhibit fee 900099 346265 346265 MISCELLANEOUS FEES 900099 180888 180888 educational courses 900099 129046 129046 research/other service 900099 38027 38027 MISCELLANEOUS REVENUES 900099 28598 28598 19587 19587 742411 172939 172939 34456 34456 34456 34456 5404625 121311 5587052 14688 -182427 106623 -75804 106623 -182427 56180 15000 37065 19115 19115 262512 186362 76150 76150 PARKING LOT FEES 531190 30995 30995 food services 532000 16490 16490 PTSP INCOME 900000 566 566 48051 8763202 925184 31561 60573 451057 50847 349363 50847 2582119 2238657 214877 128585 212496 176572 26754 9170 250103 120743 121759 7601 21796 21796 36000 36000 22325 21186 1139 134695 11221 9573 113901 262626 96235 54065 112326 16220 16220 581251 439951 108353 32947 51364 50765 579 20 4034 3454 390 190 100321 100321 1598226 1275371 244954 77901 138945 118020 15360 5565 MUSEUM EXHIBIT EXPENSES 264948 251478 13470 0 other supplies/expenses 56180 54585 1374 221 fees for collections 7632 6432 1200 6792338 4894331 1340174 557833 603862 25145 1711632 3225642 105828 58793 170486 290466 39002823 19137046 18886771 19865777 6015525 6829112 910926 868080 18543272 19693391 46948302 50856406 965105 530377 60657 3553512 4590914 299080 505815 4817697 5687763 X 16442877 16444493 4976044 8543446 20711684 20180704 42130605 45168643 46948302 50856406 X 0 1 1 X 0 X 3020037 1954243 7635483 2970044 7745884 23325691 3020037 1954243 7635483 2970044 7745884 23325691 6171848 17153843 2006087 2170093 2527547 1651538 207961 8563226 33310 27536 13308 40932 19115 134201 18244 18022 36266 32059384 5105433 0.53510 0.51120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 6926452 1042682 1051661 905856 417731 7697208 13973775 73331 -3354905 341998 3423751 6926452 0.26000 0.32000 0.43000 1 0 4997033 4997033 31981404 17473765 14507639 2024386 1663281 361105 19865777 ACCRUED INVESTMENT INCOME 11526 COLLECTIONS AND ART WORK 1 BEN. INT. IN PERPETUAL TRUSTS 19343494 Life insurance policy -cash surrender value 338370 19693391 accrued compensation 505815 505815 8763202 6792338 1970864 1076395 -9221 1067174 3038038 10874773 1076395 1035176 2111571 8763202 0 8763202 7836735 1044397 1044397 6792338 0 6792338 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: Description of Intended Use of Endowment Funds: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR SPECIFIC PROGRAMS RUN BY THE MUSEUM. 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. Holiday Gala 71180 15000 56180 27932 9133 71180 15000 56180 27932 9133 37065 19115 X X X 1 0 0 0 0 0 0 0 0 JOSEPH CARVALHO 149464 0 0 0 9000 0 0 0 1352 0 159816 0 0 0 Part I, Line 4a Severence package for out-going president totaling $203,099 Peter Straley Officer of Insurance Agent usd to provide Health Insurance to the organizat 240869 Provide Health Insurance services to the organization 0 X 45 0 collections = $1 on B/S X 1 0 X 1 72203 subsequent sales price X life insurance policy 1 338370 cash surrender value 0 0 1 0 ENDOWMENT INVESTMENTS-TO BE USED FOR OPERATING A PUBLIC LIBRARY - PART OF A CUMULATIVE TRANSFER. 2010-01-01 820970 QUOTED PRICES IN ACTIVE MARKETS FOR IDENTICAL ASSETS 201207636 SPRINGFIELD LIBRARY FOUNDATION INC 220 STATE STREET springfield MA 01103 501(c)3 AS REPORTED ON PRIOR YEAR 990: BENEFICIAL INTEREST IN PERPETUAL TRUSTS AND ENDOWMENT INVESTMENTS (PART OF CUMULATIVE TRANSFER) 2009-06-30 6033005 PRESENT 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. 201207636 SPRINGFIELD LIBRARY FOUNDATION INC 220 STATE STREET springfield MA 01103 501(c)3 AS REPORTED ON PRIOR YEAR 990: LAND, BUILDINGS, AND EQUIPMENT AS PART OF CUMULATIVE TRANSFER 2009-06-30 0 A 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. CITY OF SPRINGFIELD 36 COURT STREET springfield MA 01103 government 0 0 0 0 Form 990, Part VI, Section A, line 2 THE FOLLOWING BUSINESS RELATIONSHIP EXISTED BETWEEN BOARD MEMBERS: (1) FRANCIS CATALDO, JR. AND J. MICHAEL WALLACE - business relationship Form 990, Part VI, Section A, line 7a the Corporators elect the members of the Board of Directors Form 990, Part VI, Section B, line 11 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, 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 15a 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 Form 1023, 990 and 990-T 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 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.