PEABODY ESSEX MUSEUM INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: PEABODY ESSEX MUSEUM INC (EIN 04-3157815)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-15
IRS object ID: 201843199349306549
Schema version: 2017v2.3
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule G
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-15T11:28:45-06:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	263753134	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ MHM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 BOYLSTON STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02116	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	043157815	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PEABODY ESSEX MUSEUM INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PEAB	BusinessNameControlTxt
Phone	9787459500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	EAST INDIA SQUARE	AddressLine1Txt
City	SALEM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	019703783	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NATHALIE APCHIN	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	9787459500	PhoneNum
Signature	2018-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CRAIG KLEIN	PreparerPersonNm
PTIN	P00734640	PTIN
Phone	6177610600	PhoneNum
Preparation	2018-11-13	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	207.172.72.163	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-13	IPDt
IP Tm	14:35:08	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	6EBF32EC077803D5773B28E578504B4367373832	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DAN L MONROE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	EAST INDIA SQUARE	AddressLine1Txt
City	SALEM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	019703783	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$196,168,728	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.PEM.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1992	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD.	ActivityOrMissionDesc
Voting Members Governing Body	26	VotingMembersGoverningBodyCnt
Voting Members Independent	26	VotingMembersIndependentCnt
Total Employee	300	TotalEmployeeCnt
Total Volunteers	220	TotalVolunteersCnt
Total Gross UBI	$218,210	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$28,233,206	PYContributionsGrantsAmt
CY Contributions Grants	$19,293,501	CYContributionsGrantsAmt
PY Program Service Revenue	$2,646,565	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,647,380	CYProgramServiceRevenueAmt
PY Investment Income	$6,081,058	PYInvestmentIncomeAmt
CY Investment Income	$51,550,199	CYInvestmentIncomeAmt
PY Other Revenue	$1,195,424	PYOtherRevenueAmt
CY Other Revenue	$1,059,262	CYOtherRevenueAmt
PY Total Revenue	$38,156,253	PYTotalRevenueAmt
CY Total Revenue	$74,550,342	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$13,398,298	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$14,008,655	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,138,277	CYTotalFundraisingExpenseAmt
PY Other Expenses	$23,051,169	PYOtherExpensesAmt
CY Other Expenses	$22,763,510	CYOtherExpensesAmt
PY Total Expenses	$36,449,467	PYTotalExpensesAmt
CY Total Expenses	$36,772,165	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,706,786	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$37,778,177	CYRevenuesLessExpensesAmt
Total Assets BOY	$708,477,893	TotalAssetsBOYAmt
Total Assets EOY	$755,412,291	TotalAssetsEOYAmt
Total Liabilities BOY	$86,910,125	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$88,739,923	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$621,567,768	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$666,672,368	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$9,360,439	ExpenseAmt
Revenue	$2,280,096	RevenueAmt
Desc	EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$6,158,508	ExpenseAmt
Revenue	$8,502	RevenueAmt
Desc	CURATORIAL AND COLLECTIONS: SEE SCHEDULE O.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$3,003,838	ExpenseAmt
Revenue	$215,595	RevenueAmt
Desc	EDUCATION: SEE SCHEDULE O.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)

ExpenseExpenseAmt	RevenueRevenueAmt	DescDesc
$253,797	$0	2017 ACQUISITIONS: 1,714 WORKS OF ART AND CULTURE THROUGH PURCHASE, GIFT, AND BEQUEST FOR MOST OF THE MUSEUM'S MAJOR COLLECTING AREAS, INCLUDING: - JOHN BURBIDGE, LES PETITES DAMES DE MODE, MIXED MEDIA FASHION INSTALLATION; 1970S-2010S - YOAN CAPOTE, IMMANENCE, MIXED MEDIA, 2015 - OCEANIC ARTIST, TUMBUAN FULL-BODY MASK, PAPUA NEW GUINEA - YOUNG SOOK PARK, MOON JAR, PORCELAIN, 2003 - JOHN SINGER SARGENT, PORTRAIT OF CAROLINE D. PHILLIPS, CHARCOAL, 1911 - THOMAS SEYMOUR, SOFA TABLE, CA. 1812-20 - EDMUND C. TARBELL, YOUNG EDMUND AND HIS PONY, OIL, 1930 - ABRAHAM WATSON, CHEST OF DRAWERS, 1760-80 - 25 CERAMICS BY MULTIPLE CONTEMPORARY JAPANESE ARTISTS, 2007-2016 - 237 PHOTOGRAPHS BY AMERICAN, NATIVE AMERICAN, EUROPEAN, AND ASIAN ARTISTS, 1930S-2010S - ANDOVER NEWTON THEOLOGICAL SEMINARY COLLECTION OF 1069 NATIVE AMERICAN, OCEANIC, ASIAN AND AMERICAN WORKS, PRIMARILY LATE 18TH AND 19TH CENTURIES - 420 IMPORTANT RARE BOOKS, MANUSCRIPTS, AND OTHER PRINTED MATERIALS FOR THE PHILLIPS LIBRARY.
$1,662,620	$0	MEMBERSHIP & GUEST SERVICES
$3,269,925	$0	PUBLIC INFORMATION & CREATIVE SERVICES
$990,075	$0	MEDIA SERVICES
$1,144,881	$864,663	ENTERPRISES
$2,371,410		EXPANSION PROJECT

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$9,692,708	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$864,663	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$28,215,493	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	174	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	300	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	VI	ForeignCountryCd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	GK	ForeignCountryCd
Foreign Country	EI	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	26	GoverningBodyVotingMembersCnt
Independent Voting Member	26	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	NATHALIE APCHIN	PersonNm
Phone	9787459500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PEABODY ESSEX MUSEUM EAST INDIA	AddressLine1Txt
City	SALEM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	019703783	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
TINA AMBANI
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JEFFREY BEALE
TRUSTEE	1.00	Yes (X)	$0	$0	$0
SAMUEL BYRNE
CO-CHAIRMAN	3.00	Yes (X)	$0	$0	$0	Yes (X)
C RICHARD CARLSON
TREASURER	2.00	Yes (X)	$0	$0	$0	Yes (X)
ALFRED CHANDLER III
TRUSTEE	1.00	Yes (X)	$0	$0	$0
MARTHA CHAYET
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ANA B COLMENERO
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CARTER HARRISON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JAMES HAWKES
VICE PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
SEAN HEALEY
CO-CHAIRMAN	3.00	Yes (X)	$0	$0	$0	Yes (X)
ANDREW HEISKELL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CARLA HERWITZ
TRUSTEE	1.00	Yes (X)	$0	$0	$0
PATRICIA FAE HO
TRUSTEE	1.00	Yes (X)	$0	$0	$0
TIMOTHY INGRAHAM
VICE PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
JANE PAPPALARDO
TRUSTEE	1.00	Yes (X)	$0	$0	$0
STUART PRATT
VICE PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
JEFFREY RAYPORT
TRUSTEE	1.00	Yes (X)	$0	$0	$0
MOLLY RYAN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
C FRANKLIN SAYRE
SECRETARY	2.00	Yes (X)	$0	$0	$0	Yes (X)
AUSTEN SHAPARD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ROBERT SHAPIRO
PRESIDENT	3.00	Yes (X)	$0	$0	$0	Yes (X)
GAIL VON METZSCH
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ROSITA K WORL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ELIZABETH DE MONTRICHARD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
SUNITA PEREIRA MD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JURRIEN TIMMER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
SAMIR DESAI
TRUSTEE (UNTIL 5/17)	1.00	Yes (X)	$0	$0	$0
D THOMAS HEALY JR
VICE PRESIDENT (UNTIL 9/17)	1.00	Yes (X)	$0	$0	$0	Yes (X)
DAN MONROE
EXECUTIVE DIRECTOR	40.00		$694,906	$0	$54,464	Yes (X)
LYNDA ROSCOE HARTIGAN
DEPUTY DIRECTOR	40.00		$386,366	$0	$55,139	Yes (X)
NATHALIE G APCHIN
CFO	40.00		$275,787	$0	$39,241	Yes (X)
AMANDA CLARK MACMULLAN
CHIEF PHILANTHROPY OFFICER	40.00		$366,538	$0	$34,889		Yes (X)
HOWARD J FINNEY
CHIEF MARKETING OFFICER	40.00		$284,320	$0	$64,580		Yes (X)
ROBERT MONK
DIRECTOR OF FACILITIES & SECURITY	40.00		$204,765	$0	$45,395		Yes (X)
REBECCA A EHRHARDT
DIRECTOR OF INDIVIDUAL GIVING	40.00		$166,418	$0	$35,212		Yes (X)
KATHERINE H FREDRICKSON
CHIEF OF CURATORIAL AFFAIRS	40.00		$158,554	$0	$41,076		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,537,654	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$369,996	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	27	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ENNEAD ARCHITECTS LLP
320 WEST 13TH STREET	NEW YORK	NY	10014	ARCHITECTURAL SERVICES	$1,960,563
SCHWARTZSILVER ARCHITECTS INC
75 KNEELAND STREET	BOSTON	MA	02111	ARCHITECTURAL SERVICES	$832,044
NEPC LLC
ONE MAIN STREET	CAMBRIDGE	MA	02142	INVESTMENT SERVICES	$315,000
HALEY & ALDRICH
PO BOX 843044	BOSTON	MA	02284	ENVIRONMENTAL SERVICES	$201,348
FIAM LLC
24671 NETWORK PLACE	CHICAGO	IL	60673	INVESTMENT SERVICES	$142,715

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	9	CntrctRcvdGreaterThan100KCnt
Membership Dues	$997,318	MembershipDuesAmt
Fundraising	$416,413	FundraisingAmt
Government Grants	$187,253	GovernmentGrantsAmt
All Other Contributions	$17,692,517	AllOtherContributionsAmt
Noncash Contributions	$1,291,140	NoncashContributionsAmt
Total Contributions	$19,293,501	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS	900099	$1,862,659	$1,862,659
TRAVELING EXHIBITIONS	900099	$356,319	$356,319
EDUCATION PROGRAM REV.	900099	$215,595	$215,595
FUNCTIONS	900099	$143,187	$143,187
OTHER PROGRAM REVENUE	900099	$69,620	$69,620

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,647,380	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$378,834	TotalRevenueColumnAmt
Unrelated Business Revenue	$201,345	UnrelatedBusinessRevenueAmt
Exclusion	$177,489	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,069	TotalRevenueColumnAmt
Exclusion	$17,069	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$47,050	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$29,850	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$17,200	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,200	TotalRevenueColumnAmt
Unrelated Business Revenue	-$8,866	UnrelatedBusinessRevenueAmt
Exclusion	$26,066	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$171,650,737	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$120,479,372	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$51,171,365	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,171,365	TotalRevenueColumnAmt
Exclusion	$51,171,365	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$149,587	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$416,413	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$262,841	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$113,254	TotalRevenueColumnAmt
Exclusion	-$113,254	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$1,480,697	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$846,323	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$634,374	TotalRevenueColumnAmt
Related Or Exempt Func Income	$608,643	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$25,731	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISC INVESTMENT INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$391,040	TotalRevenueColumnAmt
Exclusion	$391,040	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$112,833	TotalRevenueColumnAmt
Related Or Exempt Func Income	$112,833	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$503,873	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$74,550,342	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,368,856	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$218,210	UnrelatedBusinessRevenueAmt
Exclusion	$51,669,775	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,505,903	TotalAmt
Program Services	$616,199	ProgramServicesAmt
Management And General	$470,867	ManagementAndGeneralAmt
Fundraising	$418,837	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$10,118,646	TotalAmt
Program Services	$7,574,573	ProgramServicesAmt
Management And General	$1,090,076	ManagementAndGeneralAmt
Fundraising	$1,453,997	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$834,173	TotalAmt
Program Services	$624,442	ProgramServicesAmt
Management And General	$89,865	ManagementAndGeneralAmt
Fundraising	$119,866	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$643,737	TotalAmt
Program Services	$481,886	ProgramServicesAmt
Management And General	$69,349	ManagementAndGeneralAmt
Fundraising	$92,502	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$906,196	TotalAmt
Program Services	$678,357	ProgramServicesAmt
Management And General	$97,624	ManagementAndGeneralAmt
Fundraising	$130,215	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$22,763	TotalAmt
Management And General	$22,763	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$106,625	TotalAmt
Management And General	$106,625	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,282,589	TotalAmt
Program Services	$1,574,035	ProgramServicesAmt
Management And General	$529,225	ManagementAndGeneralAmt
Fundraising	$179,329	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$661,239	TotalAmt
Program Services	$661,239	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$797,527	TotalAmt
Program Services	$336,585	ProgramServicesAmt
Management And General	$372,012	ManagementAndGeneralAmt
Fundraising	$88,930	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,570,628	TotalAmt
Program Services	$3,528,616	ProgramServicesAmt
Management And General	$937,811	ManagementAndGeneralAmt
Fundraising	$104,201	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$387,726	TotalAmt
Program Services	$214,490	ProgramServicesAmt
Management And General	$37,642	ManagementAndGeneralAmt
Fundraising	$135,594	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$798,473	TotalAmt
Program Services	$786,409	ProgramServicesAmt
Management And General	$12,064	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$5,031,677	TotalAmt
Program Services	$3,858,537	ProgramServicesAmt
Management And General	$1,055,826	ManagementAndGeneralAmt
Fundraising	$117,314	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$389,696	TotalAmt
Program Services	$102,001	ProgramServicesAmt
Management And General	$287,695	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EXHIBITIONS	$3,977,612	$3,977,612
EXPANSION PROJECT EXP.	$2,371,410	$2,371,410
HOSPITALITY	$492,608	$161,241	$43,888	$287,479
COLLECTION ACQUISITIONS	$253,797	$253,797

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$619,140	TotalAmt
Program Services	$414,064	ProgramServicesAmt
Management And General	$195,063	ManagementAndGeneralAmt
Fundraising	$10,013	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$36,772,165	TotalAmt
Program Services	$28,215,493	ProgramServicesAmt
Management And General	$5,418,395	ManagementAndGeneralAmt
Fundraising	$3,138,277	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$26,698	BOYAmt
EOY	$10,347	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$59,570,993	BOYAmt
EOY	$53,917,341	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,625,659	BOYAmt
EOY	$2,197,443	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$291,372	BOYAmt
EOY	$268,099	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$1,195,000	BOYAmt
EOY	$1,195,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$658,873	BOYAmt
EOY	$550,675	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$206,183	BOYAmt
EOY	$160,672	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$237,012,330	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$78,013,838	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$125,569,728	BOYAmt
EOY	$158,998,492	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$62,284,103	BOYAmt
EOY	$92,891,491	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$401,379,021	BOYAmt
EOY	$411,832,857	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$54,670,263	BOYAmt
EOY	$33,389,874	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$708,477,893	BOYAmt
EOY	$755,412,291	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,450,540	BOYAmt
EOY	$6,446,517	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$75,934	BOYAmt
EOY	$82,784	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$79,793,583	BOYAmt
EOY	$78,838,821	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,338,344	BOYAmt
EOY	$2,133,532	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,251,724	BOYAmt
EOY	$1,238,269	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$86,910,125	BOYAmt
EOY	$88,739,923	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$131,875,543	BOYAmt
EOY	$146,275,642	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$170,189,999	BOYAmt
EOY	$199,736,179	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$319,502,226	BOYAmt
EOY	$320,660,547	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$621,567,768	BOYAmt
EOY	$666,672,368	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$708,477,893	BOYAmt
EOY	$755,412,291	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$37,778,177	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,639,817	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$686,606	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,881,722	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$28,104,417	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$140,249,860	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,233,206	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,293,501	CurrentTaxYearAmt
Total	$251,762,706	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,881,722	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$28,104,417	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$140,249,860	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,233,206	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,293,501	CurrentTaxYearAmt
Total	$251,762,706	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$207,723,872	SubstantialContributorsTotAmt
Public Support Total170	$44,038,834	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,983,129	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,446,024	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,148,257	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,365,720	CurrentTaxYearMinus1YearAmt
Current Tax Year	$601,597	CurrentTaxYearAmt
Total	$13,544,727	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$13,860	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$607	CurrentTaxYearMinus1YearAmt
Current Tax Year	$193,484	CurrentTaxYearAmt
Total	$207,951	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,680	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$87,620	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$89,190	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$152,752	CurrentTaxYearMinus1YearAmt
Current Tax Year	$149,588	CurrentTaxYearAmt
Total	$511,830	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$266,027,214	TotalSupportAmt
Gross Receipts Rltd Activities	$19,073,715	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.16550	PublicSupportCY170Pct
Public Support PY170	0.20660	PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CY	Yes (X)	TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances Test	PURSUANT TO TREASURY REGULATION 1.170A-9(F)(3), THE ORGANIZATION SHOULD BE CONSIDERED A PUBLICLY SUPPORTED ORGANIZATION BECAUSE IT MEETS THE FACTS AND CIRCUMSTANCES TEST AS OUTLINE BELOW.TEN-PERCENT-OF-SUPPORT REQUIREMENT. PEABODY ESSEX MUSEUM (SOMETIMES REFERRED TO AS "PEM") SATISFIES THIS REQUIREMENT BECAUSE THE PERCENTAGE OF SUPPORT RECEIVED FROM GOVERNMENTAL UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES EXCEEDS 10% OF TOTAL SUPPORT. ATTRACTION OF PUBLIC SUPPORT REQUIREMENT. THE PEABODY ESSEX MUSEUM IS AND HAS ALWAYS BEEN ORGANIZED AND OPERATED IN A MANNER TO ATTRACT NEW AND BROAD-BASED PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. A STAFF OF EIGHTEEN DEVELOPMENT PROFESSIONALS IS RESPONSIBLE FOR CONDUCTING EXTENSIVE AND VARIED FORMS OF FUNDRAISING DESIGNED TO ATTRACT SUPPORT FROM THE GENERAL PUBLIC, GOVERNMENTAL ENTITIES, CORPORATIONS AND FOUNDATIONS. THE ACTIVITIES CONDUCTED INCLUDE SOLICITATIONS COMMUNICATED THROUGH VARIOUS MEANS EMAIL, MAIL, PHONE AND IN-PERSON. FUNDRAISING EVENTS ARE CONDUCTED TO GENERATE ANNUAL SUPPORT AS WELL AS TO FOSTER RELATIONSHIPS THAT LEAD TO FUTURE GIVING. THE INSTITUTIONAL GIVING STAFF IS RESPONSIBLE FOR SEEKING SUPPORT FOR THE MUSEUM'S MAJOR PROGRAMMATIC EFFORTS BY PRODUCING GRANT PROPOSALS DIRECTED TO BOTH GOVERNMENTAL AND NON-GOVERNMENTAL ENTITIES. ACROSS ALL OF THESE FUNDRAISING AREAS, MORE THAN 28,000 PROSPECTS AND EXISTING DONORS WERE SOLICITED FOR SUPPORT DURING 2017, RESULTING IN 11,660 GIFTS COMING FROM 9,762 DIFFERENT DONORS. OTHER PUBLIC SUPPORT FACTORS 1. PERCENTAGE OF FINANCIAL SUPPORT FACTOR. THE MUSEUM'S PUBLIC SUPPORT PERCENTAGE FOR 2017 IS 16.55%, WHICH IS ABOVE THE 10% TEST THRESHOLD. AS THE MUSEUM IS CURRENTLY IN THE MIDST OF A MAJOR CAPITAL CAMPAIGN, INDIVIDUAL SOLICITATIONS AND GIFTS TEND TO BE LARGER THAN WOULD BE EXPECTED DURING A NON-CAMPAIGN PERIOD WITH THE RESULTING IMPACT OF LOWERING THE PUBLIC SUPPORT PERCENTAGE. 2. SOURCES OF SUPPORT FACTOR. THE COLLECTIONS OF THE PEABODY ESSEX MUSEUM HAVE BEEN PUBLICLY ACCESSIBLE FOR 218 YEARS, WHICH RANKS IT AMONG THE FIRST AMERICAN MUSEUMS TO HAVE SUCH A PUBLIC MANDATE. THE PEABODY ESSEX MUSEUM TRACES ITS ORIGINS TO 1799 WHEN A GROUP OF SALEM-BASED, INTERNATIONAL, SEA-GOING BUSINESS LEADERS WERE AMONG THE FIRST AMERICANS TO DEVELOP TRADING RELATIONSHIPS WITH COUNTRIES IN ASIA, AFRICA, OCEANIA AND BEYOND. THESE EARLY AMERICAN ENTREPRENEURS BROUGHT BACK MAGNIFICENT ART AND ARTIFACTS FROM THE CULTURES THEY ENCOUNTERED AND WERE EAGER TO SHARE WHAT THEY HAD DISCOVERED WITH THE LARGER PUBLIC. ALTHOUGH MORE THAN 200 YEARS HAVE PASSED, THE MUSEUM'S COMMITMENT TO SERVING THE INTERESTS OF THE GENERAL PUBLIC IS AS STRONG AS EVER. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND AND ENCOMPASS AN UNRIVALED SPECTRUM OF CULTURES AND GENRES, INCLUDING AMERICAN ART AND ARCHITECTURE, AMERICAN DECORATIVE ART, MARITIME ART, NATIVE AMERICAN ART, ASIAN ART AND ARCHITECTURE, ASIAN EXPORT ART, AFRICAN ART, OCEANIC ART, PHOTOGRAPHY AND CONTEMPORARY ART. IN ADDITION, THE MUSEUM OPERATES THE PHILLIPS LIBRARY, ONE OF THE NATION'S MOST IMPORTANT MUSEUM-BASED COLLECTIONS OF RARE BOOKS AND MANUSCRIPTS. THE BREADTH OF THE MUSEUM'S COLLECTIONS AND OFFERINGS IS UNQUESTIONABLY VARIED, SO THAT IT IS CAPABLE OF APPEALING TO A WIDE VARIETY OF INTERESTS, WHICH IN TURN HELPS TO BUILD ATTENDANCE, COMMUNITY PARTICIPATION, COMMITMENT AND PHILANTHROPIC SUPPORT. IN RECENT YEARS, THE MUSEUM HAS CONTINUED TO EXPAND ITS FIELDS OF INTEREST; FOR EXAMPLE, CONTEMPORARY ART WAS ADDED AS A NEW CURATORIAL DEPARTMENT IN 2009, AND AMERICAN ART WAS ADDED AS A NEW CURATORIAL DEPARTMENT IN 2013. CONTEMPORARY ART, IN PARTICULAR, IS ONE AVENUE FOR ENGAGING YOUNGER PEOPLE, THEREBY HELPING TO DEVELOP THE NEXT GENERATION OF INSTITUTIONAL LEADERS AND SUPPORTERS. BY EXPANDING THE PROGRAMMATIC SCOPE, THE MUSEUM HAS DEMONSTRATED ITS COMMITMENT TO PROVIDING OPPORTUNITIES FOR CONNECTING WITH A LARGER NUMBER OF PEOPLE, RATHER THAN LIMITING ITS APPEAL TO A FEW. AS NOTED PREVIOUSLY, THE MUSEUM RECEIVED SUPPORT FROM APPROXIMATELY 9,762 DIFFERENT DONORS DURING 2017. 3. REPRESENTATIVE GOVERNING BODY FACTOR. DURING 2017, 26 INDIVIDUALS SERVED ON PEM'S BOARD OF TRUSTEES. ALL OF THE TRUSTEES ARE INDEPENDENT VOTING MEMBERS AND REPRESENT A BROAD CROSS-SECTION OF VIEWS AND INTERESTS. THEY ARE A DIVERSE GROUP WHO REPRESENT A VARIETY OF CULTURAL AND OCCUPATIONAL BACKGROUNDS. AMONG THE MUSEUM'S TRUSTEES ARE REPRESENTATIVES OF INDIAN, EUROPEAN, AND NATIVE AMERICAN COMMUNITIES AND LEADERS IN THE EDUCATIONAL, FINANCIAL, AND REAL ESTATE SECTORS. VARIOUS AREAS OF TECHNICAL EXPERTISE ARE ALSO REPRESENTED BY NUMEROUS BOARD MEMBERS, INCLUDING SPECIALIZED KNOWLEDGE OF BUSINESS, JOURNALISM, LAW, INVESTING, LAND PROTECTION AND PRESERVATION. PEM'S TRUSTEES ALSO BOAST A VARIETY OF INTERESTS THAT INCLUDE ART COLLECTION, CONSERVATION, WOMEN'S RIGHTS, CHILDREN'S EDUCATION AND YOUTH SERVICES, ARCHAEOLOGY, HEALTHCARE, AND TECHNOLOGY.4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES FACTOR. DURING 2017, THE PEABODY ESSEX MUSEUM REPORTED MORE THAN 263,000 ON-SITE VISITORS, COMING FROM BOTH THE LOCAL COMMUNITY AND FROM AROUND THE WORLD. THE MAIN MUSEUM GALLERIES ARE OPEN TO THE PUBLIC SIX DAYS PER WEEK, WHICH REPRESENTS ALMOST 2,200 HOURS ANNUALLY DURING WHICH THE PUBLIC HAS ACCESS TO THE VARIOUS COLLECTIONS AND PROGRAMS THAT ARE OFFERED. TO ENCOURAGE ENGAGEMENT WITH THE LOCAL COMMUNITY AND WITH STUDENTS, ADMISSION IS FREE FOR RESIDENTS OF SALEM, MASSACHUSETTS AND FOR YOUTH UNDER THE AGE OF SEVENTEEN. THE MUSEUM'S CAMPUS ALSO INCLUDES NUMEROUS PARKS AND GARDENS, AND 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, THE ONLY EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. PEM'S PHILLIPS LIBRARY, WHICH IS ONE OF THE OLDEST AND LARGEST RESEARCH LIBRARIES IN NEW ENGLAND, IS ALSO AVAILABLE TO THE GENERAL PUBLIC, SCHOLARS AND RESEARCHERS. ACROSS THE CAMPUS, THERE IS 123,000 SQUARE FEET OF PUBLIC EXHIBITION SPACE FOR USE IN DISPLAYING AND INTERPRETING THE MUSEUM'S VAST COLLECTIONS AND FOR PRESENTING CHANGING EXHIBITIONS, OF WHICH THERE WERE FIVE OPENED DURING 2017. ANNUALLY, THE MUSEUM'S DEPARTMENT OF EDUCATION AND INTERPRETATION CONDUCTS HUNDREDS OF PROGRAMS DESIGNED TO ADVANCE ARTS LEARNING AND APPRECIATION. ALTHOUGH THESE PROGRAMS ARE DELIVERED IN MANY SPACES THROUGHOUT THE CAMPUS, THE MUSEUM HAS DEDICATED 13,000 SQUARE FEET SPECIFICALLY FOR THESE PURPOSES. THE WIDE ARRAY OF PROGRAMS OFFERED IS DESIGNED TO ATTRACT AND ENGAGE VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES AND NEEDS. IN AN EFFORT TO ENSURE THAT A BROAD AUDIENCE IS SERVED, THE MUSEUM FOCUSES ON SEVERAL BROAD AUDIENCE CATEGORIES: K-12 STUDENTS, TEACHERS, FAMILIES AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS.	FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	Yes (1)	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$426,825,014	BeginningYearBalanceAmt
Contributions	$1,086,325	ContributionsAmt
Investment Earnings Or Losses	$54,696,203	InvestmentEarningsOrLossesAmt
Other Expenditures	$17,309,762	OtherExpendituresAmt
End Year Balance	$465,297,780	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$405,822,119	BeginningYearBalanceAmt
Contributions	$2,242,231	ContributionsAmt
Investment Earnings Or Losses	$34,187,978	InvestmentEarningsOrLossesAmt
Other Expenditures	$15,427,314	OtherExpendituresAmt
End Year Balance	$426,825,014	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$326,016,290	BeginningYearBalanceAmt
Contributions	$93,189,199	ContributionsAmt
Investment Earnings Or Losses	$663,588	InvestmentEarningsOrLossesAmt
Other Expenditures	$14,046,958	OtherExpendituresAmt
End Year Balance	$405,822,119	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$312,709,089	BeginningYearBalanceAmt
Contributions	$8,874,768	ContributionsAmt
Investment Earnings Or Losses	$16,611,262	InvestmentEarningsOrLossesAmt
Other Expenditures	$12,178,829	OtherExpendituresAmt
End Year Balance	$326,016,290	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$282,276,924	BeginningYearBalanceAmt
Contributions	$10,233,028	ContributionsAmt
Investment Earnings Or Losses	$30,098,301	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,899,164	OtherExpendituresAmt
End Year Balance	$312,709,089	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.02740	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.68530	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.28730	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,004,419	OtherCostOrOtherBasisAmt
Book Value	$2,004,419	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$148,776,038	OtherCostOrOtherBasisAmt
Depreciation	$63,310,301	DepreciationAmt
Book Value	$85,465,737	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$228,638	OtherCostOrOtherBasisAmt
Depreciation	$205,776	DepreciationAmt
Book Value	$22,862	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,843,856	OtherCostOrOtherBasisAmt
Depreciation	$12,936,389	DepreciationAmt
Book Value	$907,467	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$72,159,379	OtherCostOrOtherBasisAmt
Depreciation	$1,561,372	DepreciationAmt
Book Value	$70,598,007	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$158,998,492	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DOMESTIC EQUITIES & FUNDS	$67,261,712	F
INTERNATIONAL EQUITIES & FUNDS	$110,176,624	F
PRIVATE COMPANY EQUITY	$21,661,513	F
FIXED INCOME & FUNDS	$35,498,949	F
ABSOLUTE RETURN HEDGE FUNDS	$99,038,945	F
REAL ESTATE LIMITED PARTERSHIPS	$12,505,028	F
PRIVATE EQUITY	$56,773,468	F
REAL ASSET COMMINGLED TRUST	$8,916,618	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$411,832,857	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS	$1,060,726
OBLIGATION UNDER LEASE	$93,715
ENVIRONMENTAL REMEDIATION LIABILITY	$83,828

Field	Value	IRS element (for citing)
Total Liability	$1,238,269	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$83,107,653	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$6,639,817	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$91,874	DonatedServicesAndUseFcltsAmt
Other Revenue	$1,825,620	OtherRevenueAmt
Revenue Not Reported	$8,557,311	RevenueNotReportedAmt
Revenue Subtotal	$74,550,342	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$74,550,342	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$38,003,053	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$91,874	DonatedServicesUseFcltsAmt
Other Expenses Included	$1,139,014	OtherExpensesIncludedAmt
Expenses Not Reported	$1,230,888	ExpensesNotReportedAmt
Expenses Subtotal	$36,772,165	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$36,772,165	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. COLLECTION ITEMS PURCHASED ARE FUNDED BY PURPOSE-RESTRICTED GIFTS OR FROM NET APPRECIATION ON ACQUISITION ENDOWMENTS.
PART III, LINE 4:	THE PEABODY ESSEX MUSEUM (THE MUSEUM) PRESENTS ART AND CULTURE FROM NEW ENGLAND AND AROUND THE WORLD. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND, SHOWCASING AN UNRIVALED SPECTRUM OF AMERICAN ART AND ARCHITECTURE (INCLUDING FOUR NATIONAL HISTORIC LANDMARK BUILDINGS) AND OUTSTANDING ASIAN, ASIAN EXPORT, NATIVE AMERICAN, AFRICAN, OCEANIC, MARITIME, CONTEMPORARY AND PHOTOGRAPHY COLLECTIONS. IN ADDITION TO ITS VAST COLLECTIONS, THE MUSEUM OFFERS A VIBRANT SCHEDULE OF CHANGING EXHIBITIONS AND A HANDS-ON EDUCATION CENTER. THE MUSEUM CAMPUS FEATURES PARKS, PERIOD GARDENS, AND 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, A 200-YEAR-OLD HOUSE THAT IS THE ONLY COMPLETE EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES.
PART V, LINE 4:	TO PROVIDE BOTH GENERAL AND SPECIFIC SUPPORT FOR MUSEUM OPERATIONS.
PART X, LINE 2:	THE MUSEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE MUSEUM HAS IDENTIFIED ITS STATUS AS A PUBLICLY SUPPORTED TAX EXEMPT ENTITY AND ITS CLASSIFICATION OF REVENUES AS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT POSITIONS AND HAS DETERMINED THAT SUCH POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS AFTER THE DATE OF FILING OF THE RELATED RETURN.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	BUILDING RENTAL EXPENSES 29,850. SPECIAL EVENT EXPENSES 262,841. CHANGE IN VALUE OF FUNDS HELD BY OTHERS 686,606. COST OF GOODS SOLD 846,323.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BUILDING RENTAL EXPENSES 29,850. SPECIAL EVENT EXPENSES 262,841. COST OF GOODS SOLD 846,323.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	$130,397,779
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS	$3,939,254

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$134,337,033	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$134,337,033	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ANNUAL GALA	Event1Nm
Gross Receipts Event1	$566,000	GrossReceiptsEvent1Amt
Charitable Contri Event1	$416,413	CharitableContriEvent1Amt
Gross Revenue Event1	$149,587	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$59,900	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$32,656	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$75,573	FoodAndBeverageEvent1Amt
Entertainment Event1	$23,800	EntertainmentEvent1Amt
Other Direct Expenses Event1	$70,912	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$566,000	GrossReceiptsTotalAmt
Charitable Contributions Tot	$416,413	CharitableContributionsTotAmt
Gross Revenue Total Events	$149,587	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$59,900	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$32,656	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$75,573	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$23,800	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$70,912	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$262,841	DirectExpenseSummaryEventsAmt
Net Income Summary	-$113,254	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAN MONROE
EXECUTIVE DIRECTOR	$643,284	$0	$0	$0	$51,622	$0	$36,450	$0	$18,014	$0	$749,370	$0	$0	$0
LYNDA ROSCOE HARTIGAN
DEPUTY DIRECTOR	$386,366	$0	$0	$0	$0	$0	$36,450	$0	$18,689	$0	$441,505	$0	$0	$0
NATHALIE G APCHIN
CFO	$275,787	$0	$0	$0	$0	$0	$13,044	$0	$26,197	$0	$315,028	$0	$0	$0
AMANDA CLARK MACMULLAN
CHIEF PHILANTHROPY OFFICER	$366,538	$0	$0	$0	$0	$0	$16,200	$0	$18,689	$0	$401,427	$0	$0	$0
HOWARD J FINNEY
CHIEF MARKETING OFFICER	$284,320	$0	$0	$0	$0	$0	$36,450	$0	$28,130	$0	$348,900	$0	$0	$0
ROBERT MONK
DIRECTOR OF FACILITIES & SECURITY	$204,765	$0	$0	$0	$0	$0	$28,556	$0	$16,839	$0	$250,160	$0	$0	$0
REBECCA A EHRHARDT
DIRECTOR OF INDIVIDUAL GIVING	$166,418	$0	$0	$0	$0	$0	$10,576	$0	$24,636	$0	$201,630	$0	$0	$0
KATHERINE H FREDRICKSON
CHIEF OF CURATORIAL AFFAIRS	$158,554	$0	$0	$0	$0	$0	$10,346	$0	$30,730	$0	$199,630	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

FIRST CLASS TRAVEL IS NOT AUTHORIZED, WITH NOTED EXCEPTIONS THAT INCLUDE CERTAIN ROUTES AND AIR TRAVEL WHEN BUSINESS CLASS WOULD HAVE BEEN THE CHOICE BUT THE AIRLINE ONLY OFFERED ECONOMY AND FIRST CLASS. EXECUTIVE DIRECTOR TRAVEL IS REVIEWED BY AN OFFICER OF THE BOARD, AND SOMETIMES INCLUDES SPOUSAL TRAVEL FOR THE EXECUTIVE DIRECTOR'S WIFE. ALL AMOUNTS FOR SPOUSAL TRAVEL ARE REFLECTED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. A TAX GROSS-UP PAYMENT (ALSO INCLUDED IN TAXABLE COMPENSATION) IS MADE AT THE END OF THE YEAR.

PART I, LINE 7

AN INDIVIDUAL REPORTED ON 990, PART VII RECEIVED A DISCRETIONARY BONUS THAT WAS APPROVED BY MANAGEMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
A	043431814	2012-11-08	$29,160,000	REFUND 2002 ISSUE	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B	043431814	2016-04-27	$55,000,000	FINANCE EXPANSION CONSTRUCTION	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt
A	$29,160,000	$190,379	$28,969,621	2003	Yes (1)	0	Yes (1)	Yes (1)
B	$55,000,000	$361,500			0	0	0	Yes (1)	$3,154,861	$26,400,246	$25,083,393

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	B	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	Yes (1)	0	0	0	0	Yes (1)
B	0	Yes (1)	0	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	DAN MONROE	PersonNm
Relationship With Org	EXECUTIVE DIRECTOR OF THE ORGANIZATION	RelationshipWithOrgTxt
Loan Purpose	MORTGAGE LOAN	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$1,195,000	OriginalPrincipalAmt
Balance Due	$1,195,000	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	Yes (1)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$1,195,000	TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	69	ContributionCnt
Method Of Determining Revenues	COLL. OBJ. NOT VALUED	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Method Of Determining Revenues	COLL. OBJ. NOT VALUED	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	20	ContributionCnt
Noncash Contributions Rpt F990	$1,291,140	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVG. HIGH/LOW ON VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	32	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE NUMBER SHOWN IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	EXHIBITIONS AND PUBLICATIONS: DUE IN LARGE PART TO ITS MANY POPULAR EXHIBITIONS, THE MUSEUM CONCLUDED ANOTHER SUCCESSFUL YEAR, PRESENTING EXCELLENT AND DYNAMIC EXAMPLES OF ART AND CULTURE TO 263,000 ON-SITE VISITORS IN 2017. MORE THAN 13% OF GENERAL ADMISSION VISITORS ALSO VISITED YIN YU TANG, THE ONLY COMPLETE QING DYNASTY HOUSE OUTSIDE OF CHINA AND A MODEL IN INTERNATIONAL HISTORIC PRESERVATION. THE MUSEUM'S 2017 EXHIBITION PROGRAM FEATURED MANY STYLES AND SOURCES OF ART AND CULTURE IN FIVE NEW SPECIAL EXHIBITIONS AT PEM, ONE EXHIBITION PRESENTED AT OTHER VENUES, AND SEVEN SHOWS THAT CONTINUED FROM PRIOR YEARS, INCLUDING: NEW AT PEM - WOW: THE WORLD OF WEARABLE ART (FEBRUARY 18, 2017 TO JUNE 11, 2017): WOW DRAWS FROM AN INTERNATIONAL DESIGN COMPETITION THAT CELEBRATES THE INTERSECTION OF FASHION AND ART. - OCEAN LINERS: GLAMOUR, SPEED, AND STYLE (MAY 20, 2017 TO OCTOBER 9, 2017): THIS IS THE FIRST EXHIBITION TO FULLY ASSESS THE CULTURAL IMPACT OF THE OCEAN LINER IN SHAPING APPROACHES TO ARCHITECTURE, ART, AND DESIGN THROUGHOUT THE TWENTIETH CENTURY. - "IT'S ALIVE!" CLASSIC HORROR AND SCI-FI ART FROM THE KIRK HAMMETT COLLECTION (AUGUST 12, 2017 TO NOVEMBER 26, 2017): THIS SHOW PRESENTS AN INTERNATIONAL SELECTION OF THE GREATEST HORROR AND SCI-FI FILM POSTERS FROM THE COLLECTION OF KIRK HAMMETT, LEAD GUITARIST FOR THE HEAVY METAL BAND METALLICA. - XYZT: A JOURNEY IN 4 DIMENSIONS (OCTOBER 14, 2017 TO APRIL 22, 2018): CREATED AND DESIGNED BY FRENCH ARTISTS/PERFORMERS/COMPUTER SCIENTISTS ADRIEN MONDOT AND CLAIRE BARDAINNE, XYZT IS A TRAVELLING INTERACTIVE ART EXHIBITION THAT BRINGS TOGETHER GEOMETRIC AND ORGANIC ELEMENTS TO CREATE AN ENCOUNTER THE ARTISTS DESCRIBE AS "A JOURNEY THROUGH NATURE REVISITED." - GEORGIA O'KEEFFE: ART, IMAGE, STYLE (DECEMBER 16, 2017 TO APRIL 1, 2018): GEORGIA O'KEEFFE: ART, IMAGE, STYLE IS THE FIRST EXHIBITION TO EXPLORE THE ART, IMAGE AND PERSONAL STYLE OF ONE OF AMERICA'S MOST ICONIC ARTISTS. PEM TRAVELING SHOWS - NATIVE FASHION NOW (AT PEM NOVEMBER 21, 2016-MARCH 6, 2016, AT THE PORTLAND MUSEUM OF ART JUNE 4, 2016-SEPTEMBER 5, 2016, AT THE PHILBROOK MUSEUM OF ART, OCTOBER 2, 2016-JANUARY 8, 2017, AT THE NATIONAL MUSEUM OF THE AMERICAN INDIAN, FEBRUARY 17, 2017-SEPTEMBER 4, 2017): THIS PIONEERING SHOW FOCUSES ON DESIGNERS FROM ALL PARTS OF NATIVE AMERICA WHOSE COMPELLING FASHION CELEBRATES NATIVE DESIGN, IDENTITY, AND POLITICS AND IS INCREASINGLY RECOGNIZED IN THE GLOBAL WORLD OF FASHION. CONTINUING AT PEM - SAMUEL F.B. MORSE'S GALLERY OF THE LOUVRE AND THE ART OF INVENTION (OCTOBER 6, 2016 TO JANUARY 8, 2017): MORSE'S MONUMENTAL MASTERPIECE PAINTING, GALLERY OF THE LOUVRE, (1831-33) IS PRESENTED WITH SELECTIONS FROM PEM'S PHOTOGRAPHY COLLECTION TO FOCUS ON THEMES OF CREATIVITY, COMMUNICATION, AND INVENTION IN ART AND TECHNOLOGY. ORGANIZED WITH THE TERRA FOUNDATION. - SHOES: PLEASURE AND PAIN (NOVEMBER 19, 2016 TO MARCH 12, 2017): THIS THEMATIC PRESENTATION OF 200+ PAIRS OF HISTORICAL, MODERN, AND CONTEMPORARY SHOES ADDRESSES SHOES AS POWERFUL INDICATORS OF STATUS, IDENTITY, TASTE, CREATIVITY, STYLE, AND CULTURAL VALUES. ORGANIZED BY THE VICTORIA AND ALBERT MUSEUM, LONDON. - LUNAR ATTRACTION (OCTOBER 15, 2016 TO SEPTEMBER 4, 2017): CONTEMPORARY ARTWORKS AND INTERACTIVES HIGHLIGHT OUR FASCINATION WITH THE MOON, FROM ITS PSYCHOLOGICAL EFFECTS AND METAPHORICAL CONNOTATIONS TO ITS GRAVITATIONAL AND ASPIRATIONAL PULL. - PATRICK DOUGHERTY: STICKWORKS (MAY 2015 THROUGH MAY 2017): PATRICK DOUGHERTY BENDS, WEAVES AND FLEXES SAPLINGS INTO ARCHITECTURAL SCULPTURES THAT RELATE TO THE LANDSCAPE AND PEM'S 18TH -CENTURY WOOD-FRAME CROWNINSHIELD-BENTLEY HOUSE. THIS IS PEM'S FIRST COMMISSIONED OUTDOOR SCULPTURAL INSTALLATION. - RAVEN'S MANY GIFTS: NATIVE ART OF THE NORTHWEST COAST (APRIL 5, 2014 THROUGH 2018): OBJECTS FROM PEM'S COLLECTION OF NATIVE ART FROM THE PACIFIC WEST REVEAL THE DYNAMIC RELATIONSHIPS AMONG LIVING HUMANS, ANIMALS, ANCESTORS AND SUPERNATURAL BEINGS. - DOUBLE HAPPINESS: CELEBRATION IN CHINESE ART (APRIL 5, 2014 THROUGH 2017): HIGHLIGHTS FROM THE MUSEUM'S WIDE-RANGING CHINESE COLLECTION CELEBRATE CHINA'S ARTISTIC ACHIEVEMENTS EXPRESSED IN SEASONAL FESTIVALS, RELIGIOUS CEREMONIES AND CELEBRATIONS. - FIGURING THE ABSTRACT IN INDIAN ART (APRIL 5, 2014 THROUGH 2017): THIS INSTALLATION OF 20TH-CENTURY PAINTINGS AND 15TH- TO 19TH-CENTURY SCULPTURES CONSIDERS STYLE, STRUCTURE AND COLOR, AS WELL AS THE FIGURATIVE, METAPHORICAL AND IDEALIZED AS KEY FACETS OF THE ABSTRACT.
FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE:	CURATORIAL AND COLLECTIONS: NATIONALLY AND INTERNATIONALLY RECOGNIZED THOUGHT LEADERS IN THEIR RESPECTIVE FIELDS, THE CURATORIAL STAFF IS RESPONSIBLE FOR CONCEIVING AND ORGANIZING EXHIBITIONS AND CULTIVATING SUPPORT FOR THE MUSEUM'S PROGRAMMATIC INITIATIVES AND COLLECTION. CURATORS ACQUIRE, RESEARCH, AND INTERPRET THE MUSEUM'S COLLECTION. THE CURATORIAL STAFF ALSO PREPARES AND PUBLISHES SCHOLARLY CATALOGUES AND EDUCATIONAL TEXTS RELATED TO THE EXHIBITIONS AND THE COLLECTION. THE MUSEUM'S COLLECTION ENCOMPASSES APPROXIMATELY 1.8 MILLION WORKS REPRESENTING ART AND CULTURE GLOBALLY. SEVERAL OF THE PRINCIPAL COLLECTING AREAS BEGAN WITH THE MUSEUM'S FOUNDING IN 1799 AND ARE THE FIRST OF SUCH MATERIAL AMONG AMERICAN MUSEUMS. OTHER AREAS OF THE COLLECTION ARE THE BEST OR LARGEST AMONG AMERICAN OR INTERNATIONAL MUSEUM COLLECTIONS. THE MUSEUM CONTINUES TO COLLECT SELECTIVELY IN ALMOST ALL AREAS OF THE COLLECTION THROUGH GIFT, PURCHASE, AND BEQUEST. - THE AFRICAN COLLECTION INCLUDES EARLY WORKS FROM COASTAL EAST AND WEST AFRICA, AN IMPORTANT BODY OF ZULU OBJECTS, AND ONE OF THE WORLD'S BEST COLLECTIONS OF ETHIOPIAN CHRISTIAN ART OF SIXTEENTH-TO TWENTIETH-CENTURY ICONS AND METALWORK. - THE AMERICAN COLLECTION OF PAINTINGS, SCULPTURES, WORKS ON PAPER, DECORATIVE ART, FOLK ART, FASHION, AND COSTUMES, REPRESENTS MORE THAN 300 YEARS OF NEW ENGLAND ART AND CULTURE. THE FASHION/COSTUME COLLECTION RANKS AMONG THE NATION'S TOP TEN. - THE ASIAN EXPORT ART COLLECTION IS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF DECORATIVE ART MADE IN ASIA FOR GLOBAL EXPORT. IT ENCOMPASSES PAINTINGS, FURNITURE, SILVER, PORCELAINS, WORKS ON PAPER FROM THE FIFTEENTH TO TWENTIETH CENTURIES. - THE CHINESE COLLECTION'S UNIQUE STRENGTH IS VERNACULAR ART THAT EXPLORES THE RICH TRADITIONS OF CHINESE CULTURE, AND FEATURES IMPORTANT QING DYNASTY WORKS, INCLUDING CERAMICS, TEXTILES, AND DECORATIVE ARTS. - AMERICA'S NINETEENTH- AND TWENTIETH- CENTURY JAPANESE ART COLLECTORS CREATED A MAJOR COLLECTION OF JAPANESE ART AND CULTURE. MANY WORKS ARE CONSIDERED RARE IN JAPAN, WITH LATE EDO- AND MEIJI-PERIOD EXAMPLES AMONG THE WORLD'S FINEST. - FOUNDED IN THE 1880S, THE KOREAN COLLECTION PIONEERED AMERICAN INTEREST IN KOREAN ART AND CULTURE. ITS BROAD SPECTRUM OF ART OF THE LATE JOSEON DYNASTY IS CONSIDERED THE BEST IN THE UNITED STATES. - THE MARITIME COLLECTION IS THE FINEST IN AMERICA AND IS INTERNATIONALLY RENOWNED FOR ITS APPROXIMATELY 30,000 PAINTINGS, DRAWINGS, AND PRINTS, AND 20,000 MARITIME OBJECTS FROM THE SEVENTEENTH THROUGH THE EARLY TWENTIETH CENTURIES. - THE NATIVE AMERICAN ART COLLECTION INCLUDES 20,000 WORKS FROM THE SEVENTEENTH CENTURY TO THE PRESENT, AS WELL AS 50,000 ARCHEOLOGICAL WORKS DATING BACK 10,000 YEARS. ITS GROWING STRENGTH AND FOCUS IS MODERN AND CONTEMPORARY ART. - THE OCEANIC COLLECTION IS INTERNATIONALLY RECOGNIZED FOR ITS SIZE, BREADTH, AND EARLY ORIGINS AND PROVENANCE OF ITS OBJECTS. IT INCLUDES MORE THAN 20,000 OBJECTS FROM MORE THAN THIRTY-SIX ISLAND GROUPS IN POLYNESIA, MELANESIA, AND MICRONESIA. - THE PHOTOGRAPHY COLLECTION COMPRISES THOUSANDS OF RARE AND VINTAGE IMAGES AND MODERN AND CONTEMPORARY EXAMPLES. THE COLLECTION INCLUDES THE WORLD'S FINEST GROUP OF NINETEENTH-CENTURY PHOTOGRAPHS OF ASIA. - THE SOUTH ASIAN COLLECTION EMPHASIZES MODERN AND CONTEMPORARY ART AFTER INDIA'S INDEPENDENCE IN 1947. OLDER EXAMPLES, ESPECIALLY FROM THE NINETEENTH CENTURY, INCLUDE IMPORTANT SCULPTURE, TEXTILES, CERAMICS, AND METALWORK. - THE ARCHITECTURE COLLECTION INCLUDES TWENTY-FOUR HISTORIC STRUCTURES AND A MAJOR ARCHITECTURAL FRAGMENT COLLECTION. FOUR BUILDINGS ARE DESIGNATED NATIONAL HISTORIC LANDMARKS; SIX OTHERS ARE ON THE NATIONAL REGISTER OF HISTORIC PLACES. - THE PHILLIPS LIBRARY IS ONE OF NEW ENGLAND'S MOST IMPORTANT AND HISTORIC RESEARCH LIBRARIES, HOLDING PUBLICATIONS AND ARCHIVAL MATERIALS RELATED TO REGIONAL AND GLOBAL ART AND CULTURE, AND TO THE MUSEUM'S DIVERSE COLLECTIONS.
FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE:	EDUCATION: THE MUSEUM'S DEPARTMENT OF EDUCATION AND INTERPRETATION DEVELOPS AND IMPLEMENTS A WIDE ARRAY OF EDUCATIONAL PROGRAMS AND CONTRIBUTES TO INTERPRETIVE DEVELOPMENT OF EXHIBITIONS. IT ALSO PREPARES AND DISTRIBUTES PRINT AND ONLINE MATERIALS TO HELP VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES, AND NEEDS GAIN INSIGHT ABOUT THEMSELVES AND THE WORLD AROUND THEM THROUGH AN UNDERSTANDING OF INTERNATIONAL ART AND CULTURE. EACH YEAR, THE MUSEUM OFFERS HUNDREDS OF PROGRAMS TO ADVANCE ARTS LEARNING AND APPRECIATION AND TO STIMULATE CRITICAL THINKING, CROSS-CULTURAL DIALOGUE, INTELLECTUAL INQUIRY, CREATIVITY, AND CONNECTION-MAKING BETWEEN THE PAST AND PRESENT. THROUGH ITS PROGRAMMING, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. PROGRAMS EMPLOY AGE AND AUDIENCE-APPROPRIATE PEDAGOGIES AND USE THE MUSEUM'S OUTSTANDING COLLECTIONS AND EXHIBITIONS TO ENGAGE VISITORS DIRECTLY WITH WORKS OF ART AND CULTURE. THE DEPARTMENT OF EDUCATION FOCUSES ON SEVERAL BROAD AUDIENCE AREAS: K-12 STUDENTS, TEACHERS, FAMILIES, AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS, AS WELL AS THE AWARD-WINNING ART & NATURE CENTER FOR INTERACTIVE FAMILY LEARNING, ARE ALSO MANAGED BY THIS DEPARTMENT. THE SINGLE VISIT SCHOOL PROGRAM PROVIDES EDUCATIONAL OPPORTUNITIES FOR STUDENTS ENROLLED IN PUBLIC, INDEPENDENT, AND HOME SCHOOLS IN GRADES PRE K-12 AS WELL AS UNIVERSITIES AND COLLEGES. THE PROGRAM BLENDS GUIDED DOCENT-LED GALLERY TOURS WITH ENGAGING ACTIVITIES THAT INSPIRE CLOSE EXAMINATION AND REFLECTION. USING ITS COLLECTIONS, THE MUSEUM CREATES CONNECTIONS BETWEEN CLASSROOM CONTENT AND STUDENTS' DAILY LIVES AND INTRODUCES IDEAS AND TECHNIQUES THAT ENCOURAGE STUDENTS TO THINK CREATIVELY AND ANALYTICALLY, INCLUDING FACILITATING STUDENT ART-MAKING. IN 2017, 10,179 STUDENTS, TEACHERS AND CHAPERONES FROM 185 SCHOOLS PARTICIPATED IN SINGLE VISIT SCHOOL PROGRAMS. FORMAL MUSEUM-SCHOOL PARTNERSHIPS ARE MANAGED THROUGH THE CREATIVE COLLABORATIONS PROGRAM. THIS PARTNERSHIP, WHICH TARGETS TITLE I SCHOOLS AND TEACHERS IN THE NORTH SHORE REGION, PROVIDES MEANINGFUL SEQUENCED MUSEUM VISITS AND OBJECT-BASED LESSON PLANS THAT BUILD KNOWLEDGE IDENTIFIED AS CRITICAL IN THE ART, SOCIAL STUDIES, AND LANGUAGE ARTS CURRICULUM FRAMEWORKS. AS PART OF THIS PROGRAM, STUDENTS FROM PRIMARILY LOW RESOURCE SCHOOLS MAKE MULTIPLE (3-5) VISITS TO THE MUSEUM. IN 2017, 1,138 STUDENTS FROM 13 SCHOOLS PARTICIPATED IN THE CREATIVE COLLABORATIONS PROGRAM. THE ART LINK PROGRAM IS AN AFTERSCHOOL MUSEUM-BASED PARTNERSHIP PROGRAM WITH AREA YOUTH ORGANIZATIONS. PARTICIPATING STUDENTS IN GRADES K - 12 PARTICIPATE IN GALLERY AND STUDIO PROGRAMS AT THE MUSEUM, AND SOME PARTNERSHIPS RESULT IN THE MUSEUM WORKING AT THE ORGANIZATION'S SITE TO DEVELOP CREATIVE ARTS PROGRAMMING DESIGNED TO DEVELOP SELF-CONFIDENCE, SELF-EFFICACY, AND SKILLS IN CREATIVE SELF-EXPRESSION. IN 2017, 957 STUDENTS PARTICIPATED IN 94 PROGRAMS. THE MUSEUM PARTNERED WITH 8 LOCAL ORGANIZATIONS IN SALEM, LYNN, AND BEVERLY. PROGRAMS FOR FAMILIES AT THE MUSEUM ARE AIMED AT FOSTERING SHARED INTERGENERATIONAL EXPERIENCES AROUND ART BASED ON INQUIRY, DIALOGUE, AND CREATIVE ART-MAKING. THEY TAKE A VARIETY OF FORMS, FROM GALLERY-BASED FAMILY TOURS AND STORYTELLING FOR PRESCHOOLERS AND THEIR ADULT CAREGIVERS TO STUDIO ACTIVITIES AND LARGE-SCALE FESTIVALS THAT COMBINE PERFORMANCE, STORYTELLING, MOVEMENT, FILM, AND ART-MAKING. ALL PROGRAMS ARE FREE WITH MUSEUM ADMISSION, ELIMINATING ECONOMIC BARRIERS FOR UNDERSERVED FAMILIES. IN 2017, THE MUSEUM OFFERED 225 FAMILY PROGRAMS FOR A COMBINED TOTAL ATTENDANCE OF 18,841 FAMILY VISITORS. THE MUSEUM'S ART & NATURE CENTER (ANC) IS DIRECTED BY THE EDUCATION DEPARTMENT. THIS GALLERY IS A DYNAMIC, INTERACTIVE EXHIBITION SPACE SPECIFICALLY TARGETED AT MULTI-GENERATIONAL AUDIENCES AND EXPLORES THE INTERSECTION BETWEEN ART AND SCIENCE THROUGH THE WORK OF CONTEMPORARY ARTISTS. ACTIVITY STATIONS, MULTIMEDIA ELEMENTS, AND A RANGE OF PROGRAM OFFERINGS PROVIDE VISITORS WITH A VARIETY OF APPROACHES FOR INVESTIGATING THE ARTWORK AND THEMES PRESENTED. ABOUT 159,963 PEOPLE ATTENDED AND EXPERIENCED THE ANC EXHIBITIONS IN 2017. ADULTS ARE SERVED BY THE MUSEUM IN A VARIETY OF WAYS TARGETED TOWARD THEIR INTERESTS, LIFE STAGES, GROUP PARTICIPATION, AND PREFERENCES. GUIDE-LED PUBLIC AND GROUP TOUR EXPERIENCES SUPPORT THE MUSEUM'S MISSION BY LEADING PARTICIPANTS IN CONVERSATIONAL, INTERACTIVE EXPLORATIONS OF PEM'S EXHIBITIONS, COLLECTION, AND CREATIVE SPACES. GUIDES HELP AUDIENCES DELVE DEEPER INTO SPECIAL EXHIBITIONS, HISTORIC HOUSES AND GARDENS, COLLECTION HIGHLIGHTS, AND SPECIAL TOPICS, ENRICHING VISITORS' UNDERSTANDINGS OF MUSEUM OBJECTS AND THEIR LINKS TO THE WIDER WORLD. A TOTAL OF 20,964 VISITORS PARTICIPATED IN GUIDE-LED TOURS IN 2017. THE EDUCATION DEPARTMENT ALSO DEVELOPS AND IMPLEMENTS A ROBUST SCHEDULE OF UNIQUE PUBLIC PROGRAMS FOR ADULTS. IN 2017 THE MUSEUM HOSTED NEARLY 13,000 ADULTS THROUGH THESE PROGRAMS THAT RANGED FROM ARTIST DEMONSTRATIONS TO LECTURES AND SYMPOSIA, CONCERTS, FILM FESTIVALS, AND STUDIO WORKSHOPS RELATED TO THE ART AND CULTURES REPRESENTED IN THE MUSEUM'S COLLECTIONS OR EXHIBITIONS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAILED REVIEW OF THE FORM 990 PRIOR TO FILING. AFTER ANY NECESSARY REVISIONS ARE MADE, THE FINAL DRAFT IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ON AN ANNUAL BASIS, EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF AN APPROPRIATE OFFICER, DIRECTOR OR SENIOR MANAGER TO DETERMINE THE APPROPRIATE COURSE OF ACTION IN RESOLVING THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN ANY DECISIONS RELATIVE TO THE SOURCE OF CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	THE MUSEUM'S FORM 990, INCLUDING FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE IN HARD COPY OR ELECTRONICALLY UPON REQUEST. THE FORM 990 IS AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AND AT WWW.GUIDESTAR.ORG.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF FUNDS HELD BY OTHERS 686,606.