2023-03-09T06:07:22-06:00 2022-06-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2021-07-01 521363427 CALVERT MARINE MUSEUM SOCIETY INC CALV 4103262042 14200 SOLOMONS ISLAND ROAD SOLOMONS MD 20688 CHARLES C JACKSON TREASURER 4103262042 2023-02-27 1 CHARLES JACKSON XXX-XX-XXXX WILLIAM A SEYMOUR P00644232 4105840060 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHARLES C JACKSON 14200 SOLOMONS ISLAND ROAD SOLOMONS MD 20688 2140083 0 X WWW.CALVERTMARINEMUSEUM.COM X 1984 MD PROMOTE COMMUNITY AWARENESS OF THE MUSEUM AND TO SUPPORT THE OPERATION OF THE MUSEUM. 14 14 18 565 0 0 901272 682025 0 0 429350 177425 435685 385040 1766307 1244490 930249 452227 0 0 167566 248719 0 0 170928 298216 297097 1396031 998043 370276 246447 9242968 9782255 1084936 1744615 8158032 8037640 PROMOTE COMMUNITY AWARENESS OF THE MUSEUM AND TO SUPPORT THE OPERATION OF THE MUSEUM. 0 0 552840 452227 PROMOTE COMMUNITY AWARENESS OF THE MUSEUM AND TO SUPPORT THE OPERATION OF THE MUSEUM. 552840 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 18 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X X ROXIE R WELCH 4103262042 14200 SOLOMONS ISLAND ROAD SOLOMONS MD 20688 X DR JOHN WEIGEL CHAIR 0.00 2.00 X X 0 0 0 AMY D LORENZINI VICE CHAIR 0.00 2.00 X X 0 0 0 CHARLES JACKSON TREASURER 0.00 2.00 X X 0 0 0 DIXIE C MILLER SECRETARY 0.00 2.00 X X 0 0 0 CAPT JOHN BRABAZON USN EX OFFICIO/NON VOTING 0.00 2.00 X 0 0 0 FRANK E TAYLOR MEMBER 0.00 2.00 X 0 0 0 MIKE HART EX OFFICIO/NON VOTING 0.00 2.00 X 0 0 0 IVAN BEHEL MEMBER 0.00 2.00 X 0 0 0 MARTHA RYMER MEMBER 0.00 2.00 X 0 0 0 HELEN DAUGHERTY MEMBER 0.00 2.00 X 0 0 0 JAYMI K STERLING MEMBER 0.00 2.00 X 0 0 0 HENRY S TRENTMAN MEMBER 0.00 2.00 X 0 0 0 JEFFREY MURRAY EX OFFICIO/NON VOTING 0.00 40.00 X 0 0 0 KELLY S FRIEDMAN MEMBER 0.00 2.00 X 0 0 0 LISA SANDERS MEMBER 0.00 2.00 X 0 0 0 MONTY L SUDER MEMBER 0.00 2.00 X 0 0 0 CONRAD WHITE MEMBER 0.00 2.00 X 0 0 0 0 0 0 0 0 0 0 CALVERT COUNTY TREASURER 175 MAIN STREET PRINCE FREDERICK MD 20678 REIMBURSEMENT OF PAYROLL / INSURANCE 464398 WELLS FARGO RIVA ROAD ANNAPOLIS MD 21401 SET UP OF ACCOUNTS AND DONATION TRANSFER 315867 TWO UP TWO DOWN LLC PO BOX 121859 NASHVILLE TN 37212 CONCERT ENTERTAINER 303265 3 240922 42345 398758 682025 177425 177425 209747 0 209747 209747 209747 589890 42345 495131 94759 94759 465673 400462 65211 65211 OTHER 900099 15323 15323 15323 1244490 80534 0 481931 452227 452227 223056 51303 162831 8922 25663 5902 18734 1027 4310 1437 2873 24008 9576 5709 8723 7161 2007 1240 3914 19778 7911 11867 636 13 547 76 10942 328 10614 27715 27715 28140 28140 40548 10948 18247 11353 GROUND SERVICES 100941 100941 MISCELLANEOUS 32918 19427 13491 998043 552840 274275 170928 358007 1112671 79330 82730 70 112573 1405245 140700 1292685 1264545 7512876 7209736 9242968 9782255 56464 133743 32263 758799 289000 277000 591247 575073 115962 0 1084936 1744615 X 1690654 2020436 6467378 6017204 8158032 8037640 9242968 9782255 246447 -366839 0 X 0 1 X 1 0 X X 1 CALVERT MARINE MUSEUM FUND OF CALVERT COUNTY GOVERNMENT 526002810 6 0 452227 0 1 452227 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 0 SCHEDULE A SECTION E, LINE 2A: THE SOCIETY PROVIDES ALL MONEY RAISED AND RESOURCES TO THE CALVERT MARINE MUSEUM SOCIETY INC. THE SOCIETY REVIEWS ALL ACTIVITIES TO ENSURE IT SUBSTANTIALLY IS FOR THE BENEFIT OF THE CALVERT MARINE MUSEUM SOCIETY INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6103028 -226336 102623 5774069 5190398 1067090 154460 6103028 5098395 188781 96778 5190398 4652543 100000 453572 107720 5098395 4252914 195000 331399 126770 4652543 0 0 631245 631245 774000 140700 633300 1264545 X 1773244 -366839 895593 528754 1244490 0 1244490 1893636 895593 895593 998043 0 998043 PART X, LINE 2: THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(1). INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE SOCIETY HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2022. THE PROVISIONS INCLUDED IN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR, WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2022, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2019 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE SOCIETY FILES TAX RETURNS. IT IS THE SOCIETY'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COSTS OF GOODS SOLD - MUSEUM STORE 237,498. OPERATING EXPENSES - MUSEUM STORE 162,964. DIRECT FUNDRAISING EXPENSES 495,131. PART XII, LINE 2D - OTHER ADJUSTMENTS: COSTS OF GOODS SOLD - MUSEUM STORE 237,498. OPERATING EXPENSES - MUSEUM STORE 162,964. DIRECT FUNDRAISING EXPENSES 495,131. 1 CALVERT COUNTY GOVERNMENT - MUSEUM FUND PO BOX 97 SOLOMONS MD 20688 526002810 452227 0 TO SUPPORT THE OPERATIONS OF THE MARINE MUSEUM MARYANNE HARMS BOARD MEMBER NOTE PAYABLE TO BOARD MEMBER IN THE ACQUISITION OF LAND X 325000 277000 0 0 0 277000 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION OFFERS ANNUAL MEMBERSHIPS IN VARIOUS CATEGORIES AND HAS APPROXIMATELY 2,400 MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS AND SIGNS FORM 990 AFTER APPROVAL BY THE FINANCE & BUDGET COMMITTEE AND THE FORM IS APPROVED BY A QUORUM. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES COMPLETE AN ANNUAL ETHICS QUESTIONNAIRE WHICH REQUIRES DISCLOSURE OF CONFLICTS OF INTEREST. AN ETHICS COMMISSION REVIEWS THE QUESTIONNAIRES. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY BYLAWS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.