2011-12-22T13:32:45-06:00 2011-03-31 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 990 2010-04-01 020260158 STRAWBERY BANKE MUSEUM STRA 6034331100 PO BOX 300 PORTSMOUTH NH 038020300 LAWRENCE YERDON 6034331100 2011-12-20 1 THOMAS EMERY 2077732986 2010 2016-02-24 21:20:13Z LAWRENCE YERDON PO BOX 300 PORTSMOUTH NH 038020300 4103863 0 X WWW.STRAWBERYBANKE.ORG X 1967 NH THE MUSEUM'S MISSION IS TO PROMOTE UNDERSTANDING OF THE LIVES OF INDIVIDUALS AND THE VALUE OF COMMUNITY THROUGH ENCOUNTERS WITH THE HISTORY AND ONGOING PRESERVATION OF A NEW ENGLAND SEAPORT NEIGHBORHOOD. ANNUALLY, THE MUSEUM SERVES 65,000 INDIVIDUALS OF ALL AGES WITH A VARIED AND EXTENSIVE SCHEDULE OF EDUCATIONAL PROGRAMS. 18 18 111 250 0 0 799607 1144376 546789 595669 1134464 775596 270845 214646 2751705 2730287 0 0 0 0 1312626 1329578 0 0 187115 822785 994017 2135411 2323595 616294 406692 7584318 8220767 100554 197459 7483764 8023308 X THE MUSEUM'S MISSION IS TO PROMOTE UNDERSTANDING OF THE LIVES OF INDIVIDUALS AND THE VALUE OF COMMUNITY THROUGH ENCOUNTERS WITH THE HISTORY AND ONGOING PRESERVATION OF A NEW ENGLAND SEAPORT NEIGHBORHOOD.SIGNIFICANT ACTIVITIES: SCHOOL PROGRAMS FOR 10,000+ STUDENTS INCLUDING A PROGRAM FOR UNDERSERVED/UNDER-PERFORMING NH, ME AND MA SCHOOLS; MISSION-DRIVEN EVENTS IN COLLABORATION WITH THE HARBOR LIGHT STAGE COMPANY, PRESCOTT PARK ARTS FESTIVAL, 3S [CONTEMPORARY ARTS GROUP], THE MUSEUM'S NEIGHBORHOOD ASSOCIATION & GUNDALOW COMPANY; INTERNSHIP PROGRAMS FOR UNDERGRADUATE AND GRADUATE STUDENTS; ON-GOING RESTORATION PROGRAM; AND INTERACTIVE INTERPRETIVE EXPERIENCE FOR 25,000+ SEASONAL VISITORS TO THE SITE. 0 0 1552566 687155 STRAWBERY BANKE MUSEUM [SBM] IS AN OUTDOOR LIVING HISTORY MUSEUM IN PORTSMOUTH, NH. - IT INTERPRETS 400-YEAR HISTORY OF A SEAPORT COMMUNITY. SBM PRESERVES AND MAINTAINS THIRTY-EIGHT HISTORIC STRUCTURES, TWO MODERN BUILDINGS - THE TYCO VISITORS CENTER AND THE CARTER COLLECTIONS CENTER, EXTENSIVE PERIOD GARDENS, A LARGE ARCHAEOLOGY COLLECTION [1774 UNITS], AND AN EXTENSIVE COLLECTION OF ARTIFACTS [25,000+] DATING FROM THE PERIOD 1653 TO 1960. NINETEEN OF THE HISTORIC STRUCTURES ARE RESTORED AND OPEN TO THE PUBLIC. SBM PRODUCES AN EXTENSIVE AND VARIED EDUCATIONAL PROGRAM FOR 65,000 VISITORS ANNUALLY. THE SITE IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. LARGEST PROGRAM SERVICES: SCHOOL PROGRAMS AND OFFERINGS FOR FAMILIES SERVE 12,000+ ANNUALLY. THE DAILY PROGRAM [MAY THROUGH OCTOBER] OFFERS AN EXTENSIVE AND VARIED SCHEDULE OF OFFERINGS - INCLUDING EXHIBITIONS, ROLE-PLAYING, HOUSE-TOURS, CRAFT, COOKING AND HORTICULTURE DEMONSTRATIONS, AND SPECIAL-SUBJECT TOURS. THE RESTORATION PROGRAM CONTINUES TO RESTORE HISTORIC SBM'S HISTORIC STRUCTURES TO REFLECT CURRENT RESEARCH AND BEST PRACTICES. 1552566 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 47 0 1 111 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X X MICHAEL WALZAK 6034227518 PO BOX 300 PORTSMOUTH NH 038020300 MARTHA FULLER CLARK 2.00 X X 0 0 0 CYNTHIA H HARVELL 2.00 X X 0 0 0 MARCIA CRONIN 2.00 X X 0 0 0 PATSY OSTRANDER 2.00 X X 0 0 0 JAY O'NEILL JR 1.00 X 0 0 0 MICHELLE FIRMBACH-NADEAU 1.00 X 0 0 0 MICHAEL HANLON 1.00 X 0 0 0 DONALD HARE 1.00 X 0 0 0 SCOTT E PUESCHEL 1.00 X 0 0 0 RICHARD D SCHUBART 1.00 X 0 0 0 ZACHARY E SLATER 1.00 X 0 0 0 JANET L STEVENS 1.00 X 0 0 0 LESLIE MAST 1.00 X 0 0 0 DEAN W HOWELLS 1.00 X 0 0 0 KATHERINE WILLIAMS KANE 1.00 X 0 0 0 MARK CONNOLLY 1.00 X 0 0 0 CYNTHIA FENNEMAN 1.00 X 0 0 0 PAUL PELTIER 1.00 X 0 0 0 KATHY GREGG 1.00 X 0 0 0 PAUL BARKWORTH 1.00 X 0 0 0 JOHN PRATT JR 1.00 X 0 0 0 LAWRENCE YERDON 37.00 X 97898 0 7747 97898 0 7747 0 0 0 0 0 91235 24000 1029141 71065 1144376 ADMISSION INCOME 900099 325598 325598 PROGRAM EVENTS 900099 150704 150704 EDUCATIONAL PROGRAMS 900099 116366 116366 FOOD SERVICE 900099 3001 3001 595669 148146 148146 244149 130640 113509 113509 113509 1334615 395000 1078886 23279 255729 371721 627450 627450 39300 24000 32650 6650 6650 185122 108121 77001 77001 MISCELLANEOUS 900099 17486 17486 17486 2730287 687155 0 898756 106755 35585 35585 35585 1014648 652355 253903 108390 10064 6984 2380 700 98371 60842 29330 8199 99740 63197 24644 11899 24653 24653 26675 26675 26949 26949 57759 34405 23354 59648 48054 715 10879 89328 62330 23560 3438 2556 2556 77123 77123 6585 3925 2398 262 6430 6430 4080 4080 85158 85158 38851 38851 PROGRAM EXPENSES 261316 261316 MAINTENANCE 89723 75175 14548 EVENT EXPENSES 67112 67112 MISCELLANEOUS 30881 16449 14432 STAFF MOVE TO STOODLEYS 23357 0 23357 0 15833 8070 7763 2323595 1552566 583914 187115 155865 172368 327455 492050 234707 216129 3281 20474 101842 86300 14653 14567 4285894 1969617 2403151 2316277 3768645 4295210 574719 607392 7584318 8220767 69864 73036 30690 24423 100000 100554 197459 X 3569831 3925990 476309 607302 3437624 3490016 7483764 8023308 7584318 8220767 X 406692 132852 X X 0 1 1 X 0 X 1694030 2437175 1093769 799607 1144376 7168957 1694030 2437175 1093769 799607 1144376 7168957 1301582 5867375 345281 341042 287470 413111 392295 1779199 13903 6650 20553 16763 16763 8985472 4283218 0.65300 0.68960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RECEIPTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 1.00 1 X X X X 0 3163358 40501 426350 446995 3183214 2812102 152132 927108 727984 3163358 4039797 173910 -921341 480264 2812102 0.14700 0.85300 0.00000 0 0 215331 215331 3065405 1012568 2052837 1005158 957049 48109 2316277 BENEFICIAL INTEREST IN TRUST FUNDS HELD BY THE NH CHARITABLE FOUNDATION 607392 607392 2730287 2323595 406692 100179 32673 132852 539544 3139701 100179 8460 304085 412724 2726977 3310 3310 2730287 2600157 8460 271412 279872 2320285 3310 3310 2323595 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: PRESERVATION EASEMENT HELD BY STRAWBERY BANKE MUSEUM IS NOT INCLUDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART III, LINE 1A: AS PERMITTED BY GAAP, THE MUSEUM HAS ELECTED NOT TO CAPITALIZE IT'S COLLECTIONS, THE FOLLOWING DISCLOSURES ARE INCLUDED IN THE MUSEUM'S FINANCIAL STATEMENTS. THE INSURED VALUE OF THE COLLECTION OBJECTS AND BUILDINGS AT MARCH 31, 2011 WAS $11,161,071. "IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, THE COLLECTIONS OF BOOKS, MANUSCRIPTS, FURNITURE, AND OTHER OBJECTS, AND HISTORICAL BUILDINGS PURCHASED AND DONATED ARE NOT INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION. THE MUSEUM EMPLOYS A CURATOR TO ENSURE THAT ITS HISTORICAL BUILDINGS AND COLLECTIONS ARE PROTECTED AND PRESERVED. PURCHASES OF COLLECTION ITEMS ARE INCLUDED IN OTHER CHARGES IN THE STATEMENTS OF ACTIVITIES AS A CHANGE IN NET ASSETS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES." "BUILDINGS RELATED TO THE PRESERVATION AND/OR EDUCATIONAL MISSION OF THE MUSEUM ARE CLASSIFIED AS PART OF THE COLLECTION AND, AS DESCRIBED IN THE PRECEDING PARAGRAPH, ARE NOT CAPITALIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION." DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE INVESTMENT INCOME AND GAINS TO FURTHER VARIOUS ACTIVITIES OF THE MUSEUM. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE MUSEUM ADOPTED THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS PROVIDED FOR IN THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. THIS STATEMENT CLARIFIES THE CRITERIA THAT AN INDIVIDUAL TAX POSITION MUST SATISFY FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT ALSO PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY-THAN-NOT, AND A MEASUREMENT ATTRIBUTE FOR ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, IN ORDER FOR THOSE TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THERE WAS NO CUMULATIVE EFFECT ON THE MUSEUM'S FINANCIAL STATEMENTS RELATED TO THE ADOPTION OF THESE PROVISIONS, AND NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WERE ACCRUED. THE MUSEUM IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED MARCH 31, 2008 THROUGH 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 32,673. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 108,121. SPECIAL EVENT EXPENSES 32,650. RENTAL EXPENSES 130,641. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST FUNDS 32,673. PART XII, LINE 4B - OTHER ADJUSTMENTS: SBM HISTORY BOOK REVENUES 3,310. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 108,121. SPECIAL EVENTS EXPENSES 32,650. RENTAL EXPENSES 130,641. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SBM HISTORY BOOK REVENUES 3,310. AUCTION 41983 24000 17983 20173 PASSPORT 21317 21317 12477 63300 24000 39300 32650 32650 6650 X 2 71065 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 WAS PROVIDED TO EACH TRUSTEE TO REVIEW PRIOR TO THE FILING DEADLINE, AND TO MAKE ANY CHANGES AS DEEMED NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM REQUIRES ALL EMPLOYEES AND BOARD MEMBERS TO FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORMS ARE REVIEWED PERIODICALLY AND ANY POTENTIAL CONFLICTS OF INTERESTS WILL BE DEALT WITH ON A CASE BY CASE BASIS IN ORDER TO STAY COMPLIANT WITH POLICY. FORM 990, PART VI, SECTION B, LINE 15 UPON INITIAL HIRING OF THE EXECUTIVE DIRECTOR, COMPARABILITY DATA AND AN INDEPENDENT RESEARCH FIRM WAS USED FOR DETERMINATION OF INITIAL SALARY. THEREAFTER, THE EXECUTIVE DIRECTOR IS EVALUATED ANNUALLY BY THE BOARD OF TRUSTEES, AT WHICH TIME THEY APPROVE A COMPENSATION LEVEL FOR THE UPCOMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THEIR ADMINISTRATIVE OFFICES IN PORTSMOUTH, NEW HAMPSHIRE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 100,179. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 32,673. TOTAL TO FORM 990, PART XI, LINE 5: 132,852. FORM 990, PART XII, LINE 2C - AUDIT OVERSIGHT PROCESS: THE PROCESS DID NOT CHANGE DURING THE YEAR.