PEABODY ESSEX MUSEUM INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: PEABODY ESSEX MUSEUM INC (EIN 04-3157815)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-15
IRS object ID: 201723199349308442
Schema version: 2016v3.0
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	2017-11-15T12:36:50-06:00	ReturnTs
Tax Period End	2016-12-31	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 TOFIAS	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	2016-01-01	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	2017-11-14	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	2017-11-14	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	2017-11-14	IPDt
IP Tm	07:07:38	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	102C1995D04F643618E9EB8F2AEF5D32C98268A5	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B0824711EFFAC56D49F0A654FCE22BDFF284F515	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	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	$91,157,129	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	311	TotalEmployeeCnt
Total Volunteers	184	TotalVolunteersCnt
Total Gross UBI	$31,525	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$140,249,860	PYContributionsGrantsAmt
CY Contributions Grants	$28,233,206	CYContributionsGrantsAmt
PY Program Service Revenue	$2,138,794	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,646,565	CYProgramServiceRevenueAmt
PY Investment Income	$11,163,152	PYInvestmentIncomeAmt
CY Investment Income	$6,081,058	CYInvestmentIncomeAmt
PY Other Revenue	$2,974,812	PYOtherRevenueAmt
CY Other Revenue	$1,195,424	CYOtherRevenueAmt
PY Total Revenue	$156,526,618	PYTotalRevenueAmt
CY Total Revenue	$38,156,253	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	$11,813,002	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$13,398,298	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,245,236	CYTotalFundraisingExpenseAmt
PY Other Expenses	$22,898,353	PYOtherExpensesAmt
CY Other Expenses	$23,051,169	CYOtherExpensesAmt
PY Total Expenses	$34,711,355	PYTotalExpensesAmt
CY Total Expenses	$36,449,467	CYTotalExpensesAmt
PY Revenues Less Expenses	$121,815,263	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,706,786	CYRevenuesLessExpensesAmt
Total Assets BOY	$622,002,484	TotalAssetsBOYAmt
Total Assets EOY	$708,477,893	TotalAssetsEOYAmt
Total Liabilities BOY	$32,844,756	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$86,910,125	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$589,157,728	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$621,567,768	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	$9,496,144	ExpenseAmt
Revenue	$2,330,018	RevenueAmt
Desc	EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$6,183,154	ExpenseAmt
Revenue	$10,338	RevenueAmt
Desc	CURATORIAL AND COLLECTIONS: SEE SCHEDULE O.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$2,710,731	ExpenseAmt
Revenue	$190,161	RevenueAmt
Desc	EDUCATION: SEE SCHEDULE O.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)

ExpenseExpenseAmt	DescDesc	RevenueRevenueAmt
$436,073	2016 ACQUISITIONS: 727 WORKS OF ART AND CULTURE THROUGH PURCHASE, GIFT, AND BEQUEST FOR MOST OF THE MUSEUM'S MAJOR COLLECTING AREAS, INCLUDING:- 18TH-CENTURY JAPANNED HIGH CHEST FOR THE AMERICAN DECORATIVE ART COLLECTION- A PAIR OF 18TH-CENTURY IVORY CANDLE STANDS FOR THE ASIAN EXPORT ART COLLECTION- STAIRWELL PAINTING BY MICHAEL LIN FOR THE CONTEMPORARY ART COLLECTION- 214 MODERN AND CONTEMPORARY GARMENTS FROM IRIS APFEL FOR THE FASHION COLLECTION- 19TH-CENTURY STEAMSHIP BROADSIDE FOR THE MARITIME COLLECTION- 90 VINTAGE AND CONTEMPORARY PHOTOGRAPHS FOR THE PHOTOGRAPHY COLLECTION- "ALL THE FLOWERS ARE FOR ME" BY ANILA AGHA FOR THE SOUTH ASIAN COLLECTION- 737 IMPORTANT RARE BOOKS, MANUSCRIPTS, AND OTHER PRINTED MATERIALS FOR THE PHILLIPS LIBRARY.
$1,722,173	MEMBERSHIP AND GUEST SERVICES
$1,197,141	ENTERPRISES	$910,054
$2,356,211	EXPANSION PROJECT
$3,030,047	PUBLIC INFORMATION & CREATIVE SERVICES
$1,008,278	MEDIA SERVICES

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$9,749,923	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$910,054	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$28,139,952	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	Yes (1)	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	100	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	311	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 (35 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
SAMIR DESAI
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CARTER HARRISON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JAMES HAWKES
VICE PRESIDENT	1.00	Yes (X)	$0	$0	$0	Yes (X)
SEAN HEALEY
CO-CHAIRMAN	3.00	Yes (X)	$0	$0	$0	Yes (X)
D THOMAS HEALEY JR
VICE PRESIDENT	1.00	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
JOHN PARKER
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
JOSHUA BASSECHES UNTIL 316
DEPUTY DIRECTOR	40.00		$134,303	$0	$6,931	Yes (X)
DAN MONROE
EXECUTIVE DIRECTOR	40.00		$696,618	$0	$51,886	Yes (X)
LYNDA ROSCOE HARTIGAN
DEPUTY DIRECTOR	40.00		$356,926	$0	$53,670	Yes (X)
NATHALIE G APCHIN
CFO	40.00		$225,249	$0	$20,105	Yes (X)
AMANDA CLARK MACMULLAN
CHIEF PHILANTHROPY OFFICER	40.00		$359,730	$0	$37,428		Yes (X)
HOWARD J FINNEY
CHIEF MARKETING OFFICER	40.00		$280,361	$0	$58,729		Yes (X)
ROBERT MONK
DIRECTOR OF FACILITIES & SECURITY	40.00		$198,897	$0	$43,952		Yes (X)
ANNE BUTTERFIELD
DIRECTOR OF INSTITUTIONAL GIVING	40.00		$168,558	$0	$18,287		Yes (X)
REBECCA A EHRHARDT
DIRECTOR OF INDIVIDUAL GIVING	40.00		$153,032	$0	$36,349		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,573,674	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$327,337	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	23	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	$4,316,338
HALEY & ALDRICH
PO BOX 843044	BOSTON	MA	02284	ENVIRONMENTAL SERVICES	$570,567
NEPC LLC
ONE MAIN STREET	CAMBRIDGE	MA	02142	INVESTMENT SERVICES	$280,000
FIAM LLC
24671 NETWORK PLACE	CHICAGO	IL	60673	INVESTMENT SERVICES	$165,364
SMITH ST JOHN INC
203 WILLOW STREET	SOUTH HAMILTON	MA	01982	CONSULTING SERVICES	$161,700

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	9	CntrctRcvdGreaterThan100KCnt
Membership Dues	$1,020,509	MembershipDuesAmt
Fundraising	$316,950	FundraisingAmt
Government Grants	$171,971	GovernmentGrantsAmt
All Other Contributions	$26,723,776	AllOtherContributionsAmt
Noncash Contributions	$292,273	NoncashContributionsAmt
Total Contributions	$28,233,206	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS	900099	$1,680,324	$1,680,324
TRAVELING EXHIBITIONS	900099	$578,667	$578,667
EDUCATION PROGRAM REV.	900099	$190,161	$190,161
FUNCTIONS	900099	$116,048	$116,048
OTHER PROGRAM REVENUE	900099	$81,365	$81,365

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,646,565	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,081,610	TotalRevenueColumnAmt
Unrelated Business Revenue	$15,942	UnrelatedBusinessRevenueAmt
Exclusion	$2,065,668	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,864	TotalRevenueColumnAmt
Exclusion	$15,864	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$59,800	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$37,676	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$22,124	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,124	TotalRevenueColumnAmt
Unrelated Business Revenue	-$9,416	UnrelatedBusinessRevenueAmt
Exclusion	$31,540	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$55,886,166	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$51,886,718	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,999,448	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,999,448	TotalRevenueColumnAmt
Exclusion	$3,999,448	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$152,752	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$316,950	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$251,346	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$98,594	TotalRevenueColumnAmt
Exclusion	-$98,594	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$1,592,399	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$825,136	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$767,263	TotalRevenueColumnAmt
Related Or Exempt Func Income	$742,264	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$24,999	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
MISC INVESTMENT INCOME	900099	$256,788	$256,788
INSURANCE RECOVERIES	900099	$180,237	$180,237

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,742	TotalRevenueColumnAmt
Related Or Exempt Func Income	$51,742	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$488,767	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$38,156,253	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,440,571	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$31,525	UnrelatedBusinessRevenueAmt
Exclusion	$6,450,951	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,738,023	TotalAmt
Program Services	$711,782	ProgramServicesAmt
Management And General	$548,174	ManagementAndGeneralAmt
Fundraising	$478,067	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,560,302	TotalAmt
Program Services	$7,063,129	ProgramServicesAmt
Management And General	$1,011,001	ManagementAndGeneralAmt
Fundraising	$1,486,172	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$827,471	TotalAmt
Program Services	$611,334	ProgramServicesAmt
Management And General	$87,505	ManagementAndGeneralAmt
Fundraising	$128,632	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$396,543	TotalAmt
Program Services	$292,965	ProgramServicesAmt
Management And General	$41,934	ManagementAndGeneralAmt
Fundraising	$61,644	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$875,959	TotalAmt
Program Services	$647,157	ProgramServicesAmt
Management And General	$92,633	ManagementAndGeneralAmt
Fundraising	$136,169	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$106,750	TotalAmt
Management And General	$106,750	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,084,188	TotalAmt
Program Services	$1,591,321	ProgramServicesAmt
Management And General	$307,025	ManagementAndGeneralAmt
Fundraising	$185,842	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$651,752	TotalAmt
Program Services	$651,752	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$847,040	TotalAmt
Program Services	$383,181	ProgramServicesAmt
Management And General	$370,351	ManagementAndGeneralAmt
Fundraising	$93,508	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,313,092	TotalAmt
Program Services	$3,337,126	ProgramServicesAmt
Management And General	$878,369	ManagementAndGeneralAmt
Fundraising	$97,597	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$406,437	TotalAmt
Program Services	$275,526	ProgramServicesAmt
Management And General	$95,806	ManagementAndGeneralAmt
Fundraising	$35,105	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$832,546	TotalAmt
Program Services	$820,030	ProgramServicesAmt
Management And General	$12,516	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$5,321,274	TotalAmt
Program Services	$4,080,614	ProgramServicesAmt
Management And General	$1,116,594	ManagementAndGeneralAmt
Fundraising	$124,066	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$325,264	TotalAmt
Program Services	$84,008	ProgramServicesAmt
Management And General	$241,256	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EXHIBITIONS	$4,255,833	$4,255,833
EXPANSION PROJECT EXP.	$2,356,211	$2,356,211
HOSPITALITY	$629,148	$177,496	$45,188	$406,464
COLLECTION ACQUISITIONS	$436,073	$436,073

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$485,561	TotalAmt
Program Services	$364,414	ProgramServicesAmt
Management And General	$109,177	ManagementAndGeneralAmt
Fundraising	$11,970	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$36,449,467	TotalAmt
Program Services	$28,139,952	ProgramServicesAmt
Management And General	$5,064,279	ManagementAndGeneralAmt
Fundraising	$3,245,236	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$27,153	BOYAmt
EOY	$26,698	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$42,262,299	BOYAmt
EOY	$59,570,993	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,366,702	BOYAmt
EOY	$2,625,659	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$171,736	BOYAmt
EOY	$291,372	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	$723,433	BOYAmt
EOY	$658,873	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,105,486	BOYAmt
EOY	$206,183	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$194,524,555	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$68,954,827	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$120,432,253	BOYAmt
EOY	$125,569,728	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$80,973,462	BOYAmt
EOY	$62,284,103	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$363,263,889	BOYAmt
EOY	$401,379,021	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,481,071	BOYAmt
EOY	$54,670,263	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$622,002,484	BOYAmt
EOY	$708,477,893	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,605,396	BOYAmt
EOY	$3,450,540	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$242,595	BOYAmt
EOY	$75,934	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$26,102,209	BOYAmt
EOY	$79,793,583	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,556,544	BOYAmt
EOY	$2,338,344	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,338,012	BOYAmt
EOY	$1,251,724	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$32,844,756	BOYAmt
EOY	$86,910,125	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$130,989,875	BOYAmt
EOY	$131,875,543	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$139,260,669	BOYAmt
EOY	$170,189,999	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$318,907,184	BOYAmt
EOY	$319,502,226	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$589,157,728	BOYAmt
EOY	$621,567,768	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$622,002,484	BOYAmt
EOY	$708,477,893	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,706,786	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$30,596,917	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$106,337	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	$76,862,150	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,881,722	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,104,417	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$140,249,860	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,233,206	CurrentTaxYearAmt
Total	$309,331,355	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$76,862,150	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,881,722	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,104,417	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$140,249,860	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,233,206	CurrentTaxYearAmt
Total	$309,331,355	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$241,877,175	SubstantialContributorsTotAmt
Public Support Total170	$67,454,180	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,734,027	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,983,129	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,446,024	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,148,257	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,365,720	CurrentTaxYearAmt
Total	$16,677,157	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$13,860	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$607	CurrentTaxYearAmt
Total	$14,467	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$67,200	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,680	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$87,620	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$89,190	CurrentTaxYearMinus1YearAmt
Current Tax Year	$152,752	CurrentTaxYearAmt
Total	$429,442	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$326,452,421	TotalSupportAmt
Gross Receipts Rltd Activities	$18,198,964	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.20660	PublicSupportCY170Pct
Public Support PY170	0.25550	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 OUTLINED 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 19,000 PROSPECTS AND EXISTING DONORS WERE SOLICITED FOR SUPPORT DURING 2016, RESULTING IN 11,178 GIFTS COMING FROM 8,922 DIFFERENT DONORS. OTHER PUBLIC SUPPORT FACTORS 1. PERCENTAGE OF FINANCIAL SUPPORT FACTOR. THE MUSEUM'S PUBLIC SUPPORT PERCENTAGE FOR 2016 IS 20.66%, WHICH IS WELL 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 217 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 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 8,922 DIFFERENT DONORS DURING 2016. 3. REPRESENTATIVE GOVERNING BODY FACTOR. DURING 2016, 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. AMONG THE MUSEUM'S TRUSTEES ARE INDIVIDUALS REPRESENTING DIFFERENT COMMUNITIES, FROM A LOCAL COMMUNITY LEADER IN SALEM TO REPRESENTATIVES OF THE INDIAN COMMUNITIES, BOTH IN THE UNITED STATES AND IN INDIA, AND OF THE NATIVE AMERICAN COMMUNITY. PEM'S BOARD INCLUDES INDIVIDUALS WHO ARE THEMSELVES COLLECTORS AND/OR EXPERTS IN DIFFERENT AREAS OF ART. SEVERAL MEMBERS OF THE MUSEUM'S BOARD HAVE INTERESTS AND EXPERIENCE WITHIN THE FIELD OF EDUCATION, INCLUDING A FORMER UNIVERSITY EDUCATOR, A MUSEUM DOCENT, AND AN INDIVIDUAL RESPONSIBLE FOR ESTABLISHING AND OPERATING A FOUNDATION DEVOTED TO SUPPORTING K-12 EDUCATIONAL INITIATIVES. VARIOUS AREAS OF TECHNICAL EXPERTISE ARE ALSO REPRESENTED BY NUMEROUS BOARD MEMBERS, INCLUDING SPECIALIZED KNOWLEDGE OF REAL ESTATE, BUSINESS, JOURNALISM, LAW, INVESTING, LAND PROTECTION AND PRESERVATION. 4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES FACTOR. DURING 2016, THE PEABODY ESSEX MUSEUM REPORTED MORE THAN 254,000 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 SEVEN OPENED DURING 2016. 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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, SECTION B, LINE 10, OTHER INCOME:	FormAndLineReferenceDesc
Explanation	AMOUNTS REPORTED ON SCHEDULE A, PART II, LINE 10 ARE THE QUID PRO QUO PORTION OF FUNDRAISING REVENUE AS REPORTED ON FORM 990, PART VIII, LINE 8A.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$239,807,843	BeginningYearBalanceAmt
Contributions	$19,542,617	ContributionsAmt
Investment Earnings Or Losses	$30,566,966	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,640,502	OtherExpendituresAmt
End Year Balance	$282,276,924	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.02740	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.74300	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.22960	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	$144,171,564	OtherCostOrOtherBasisAmt
Depreciation	$54,605,494	DepreciationAmt
Book Value	$89,566,070	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$228,638	OtherCostOrOtherBasisAmt
Depreciation	$160,048	DepreciationAmt
Book Value	$68,590	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,600,220	OtherCostOrOtherBasisAmt
Depreciation	$12,795,499	DepreciationAmt
Book Value	$804,721	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,519,714	OtherCostOrOtherBasisAmt
Depreciation	$1,393,786	DepreciationAmt
Book Value	$33,125,928	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$125,569,728	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DOMESTIC EQUITIES & FUNDS	$58,554,360	F
INTERNATIONAL EQUITIES & FUNDS	$80,784,822	F
PRIVATE COMPANY EQUITY	$58,390,251	F
FIXED INCOME & FUNDS	$33,558,013	F
ABSOLUTE RETURN HEDGE FUNDS	$93,503,158	F
REAL ESTATE LIMITED PARTERSHIPS	$13,700,230	F
PRIVATE EQUITY	$54,386,228	F
REAL ASSET COMMINGLED TRUST	$8,501,959	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$401,379,021	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
FUNDS HELD BY OTHERS	$4,232,798
ASSETS OF SPLIT INTEREST AGREEMENTS, NET	$3,311,673
PROJECT FUND ESCROW	$47,125,792

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$54,670,263	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS	$1,127,811
OBLIGATION UNDER LEASE	$99,548
ENVIRONMENTAL REMEDIATION LIABILITY	$24,365

Field	Value	IRS element (for citing)
Total Liability	$1,251,724	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$70,050,556	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$30,596,917	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$76,891	DonatedServicesAndUseFcltsAmt
Other Revenue	$1,220,495	OtherRevenueAmt
Revenue Not Reported	$31,894,303	RevenueNotReportedAmt
Revenue Subtotal	$38,156,253	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$38,156,253	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$37,640,516	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$76,891	DonatedServicesUseFcltsAmt
Other Expenses Included	$1,114,158	OtherExpensesIncludedAmt
Expenses Not Reported	$1,191,049	ExpensesNotReportedAmt
Expenses Subtotal	$36,449,467	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$36,449,467	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 37,676. SPECIAL EVENT EXPENSES 251,346. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 106,337. COST OF GOODS SOLD 825,136.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BUILDING RENTAL EXPENSES 37,676. SPECIAL EVENT EXPENSES 251,346. COST OF GOODS SOLD 825,136.

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	$115,368,983
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS	$15,704,064

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$131,073,047	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$131,073,047	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	$469,702	GrossReceiptsEvent1Amt
Charitable Contri Event1	$316,950	CharitableContriEvent1Amt
Gross Revenue Event1	$152,752	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$39,380	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$45,280	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$103,036	FoodAndBeverageEvent1Amt
Entertainment Event1	$21,036	EntertainmentEvent1Amt
Other Direct Expenses Event1	$42,614	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$469,702	GrossReceiptsTotalAmt
Charitable Contributions Tot	$316,950	CharitableContributionsTotAmt
Gross Revenue Total Events	$152,752	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$39,380	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$45,280	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$103,036	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$21,036	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$42,614	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$251,346	DirectExpenseSummaryEventsAmt
Net Income Summary	-$98,594	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	$643,535	$0	$0	$0	$53,083	$0	$35,775	$0	$16,111	$0	$748,504	$0	$0	$0
LYNDA ROSCOE HARTIGAN
DEPUTY DIRECTOR	$356,926	$0	$0	$0	$0	$0	$35,775	$0	$17,895	$0	$410,596	$0	$0	$0
NATHALIE G APCHIN
CFO	$225,249	$0	$0	$0	$0	$0	$0	$0	$20,105	$0	$245,354	$0	$0	$0
AMANDA CLARK MACMULLAN
CHIEF PHILANTHROPY OFFICER	$359,730	$0	$0	$0	$0	$0	$15,900	$0	$21,528	$0	$397,158	$0	$0	$0
HOWARD J FINNEY
CHIEF MARKETING OFFICER	$280,361	$0	$0	$0	$0	$0	$31,800	$0	$26,929	$0	$339,090	$0	$0	$0
ROBERT MONK
DIRECTOR OF FACILITIES & SECURITY	$198,897	$0	$0	$0	$0	$0	$27,731	$0	$16,221	$0	$242,849	$0	$0	$0
ANNE BUTTERFIELD
DIRECTOR OF INSTITUTIONAL GIVING	$168,558	$0	$0	$0	$0	$0	$10,314	$0	$7,973	$0	$186,845	$0	$0	$0
REBECCA A EHRHARDT
DIRECTOR OF INDIVIDUAL GIVING	$153,032	$0	$0	$0	$0	$0	$9,919	$0	$26,430	$0	$189,381	$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	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)	$7,600,284	$47,038,216

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	Yes (1)	0	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	61	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	19	ContributionCnt
Noncash Contributions Rpt F990	$292,273	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVG. HIGH/LOW ON VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	17	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 MORE THAN 755,000 PEOPLE DURING 2016: 254,214 ON-SITE VISITORS IN SALEM, AND APPROXIMATELY 500,000 PEOPLE WHO ATTENDED PEM-ORGANIZED EXHIBITIONS PRESENTED AT OTHER VENUES. APPROXIMATELY 16% 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 2016 EXHIBITION PROGRAM FEATURED MANY STYLES AND SOURCES OF ART AND CULTURE IN SEVEN NEW SPECIAL EXHIBITIONS AT PEM, FOUR EXHIBITIONS PRESENTED AT OTHER VENUES, AND FIVE EXHIBITIONS THAT CONTINUED FROM PRIOR YEARS, INCLUDING: -ALCHEMY OF THE SOUL: MARIA MAGDALENA CAMPOS-PONS (JANUARY 9, 2016 TO APRIL 3, 2016) : THROUGH LARGE SCALE BLOWN GLASS SCULPTURE THE ARTIST DRAWS ON THE STRUCTURAL FORMS FOUND IN HER CHILDHOOD ISLAND HOME OF CUBA. -ASIA IN AMSTERDAM: THE CULTURE OF LUXURY IN THE GOLDEN AGE (FEBRUARY 27 TO JUNE 5, 2016): CO-ORGANIZED WITH THE RIJKSMUSEUM, AMSTERDAM, THIS EXHIBITION ADDRESSES HOW THE GLOBAL REACH OF THE DUTCH REPUBLIC INSPIRED VIBRANT CROSS-CULTURAL EXCHANGE AND CREATIVITY DURING THE DUTCH GOLDEN AGE IN THE SEVENTEENTH AND EIGHTEENTH CENTURIES. -INTERSECTIONS (FEBRUARY 6 THROUGH FALL 2016): PAKISTANI AMERICAN ARTIST ANILA QUAYYUM AGHA CREATES A ROOM-SCALE INSTALLATION OF SCULPTURE, LIGHT AND SHADOWS THAT SUGGESTS A NON-DENOMINATIONAL SPIRITUAL SPACE AND EXPLORES THE SIMILARITIES, DIFFERENCES AND PERMEABILITY AMONG CULTURES. -RODIN: TRANSFORMING SCULPTURE (MAY 14 TO SEPTEMBER 5, 2016): FEATURING SCULPTURES, DRAWINGS, AND PERIOD PHOTOGRAPHS, THIS THEMATIC EXHIBITION HIGHLIGHTS THE DRAMA AND EXPERIMENTATION THAT DISTINGUISH RODIN AS ONE OF THE WORLD'S GREATEST SCULPTORS. ORGANIZED BY THE MONTREAL MUSEUM OF FINE ARTS IN COLLABORATION WITH THE MUSEE RODIN, PARIS. -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. -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. -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. PEM TRAVELING EXHIBITIONS -AMERICAN EPICS: THOMAS HART BENTON AND HOLLYWOOD (AT PEM, JUNE 6, 2015-SEPTEMBER 7, 2015, AT THE NELSON ATKINS MUSEUM OF ART OCTOBER 10, 2015-JANUARY 3, 2016, AT AMON CARTER MUSEUM OF AMERICAN ART, FEBRUARY 6, 2016-MAY 1, 2016, AND AT THE MILWAUKEE ART MUSEUM, JUNE 9, 2016-SEPTEMBER 5, 2016): THE FIRST MAJOR TRAVELING BENTON EXHIBITION IN OVER 25 YEARS EMPHASIZES THE ARTIST'S SINGULAR, CINEMATIC STYLE OF NARRATIVE PAINTING TO INTERPRET AMERICAN SOCIAL AND HISTORICAL THEMES. -STRANDBEEST: THE DREAM MACHINES OF THEO JANSEN (AT PEM, SEPTEMBER 19, 2015-JANUARY 3, 3016, AT THE CHICAGO CULTURAL CENTER, FEBRUARY 6, 2016-MAY 1, 2016, AT THE EXPLORATORIUM, MAY 27, 2016-SEPTEMBER 5, 2016): IN THE SPIRIT OF LEONARDO DA VINCI, THEO JANSEN HAS APPLIED HIS BACKGROUND IN ART AND ENGINEERING TO THE CREATION OF EXTRAORDINARY SELF-PROPELLED CREATURES CALLED STRANDBEESTS (BEACH ANIMALS) FROM SIMPLE MATERIALS. -NATIVE FASHION NOW (AT PEM NOVEMBER 21, 2015-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. -AMERICAN IMPRESSIONIST: CHILDE HASSAM AND THE ISLES OF SHOALS (AT PEM, JULY 16, 2016-NOVEMBER 6, 2016; AT NORTH CAROLINA MUSEUM OF ART, MARCH 19, 2016-JUNE 19, 2016): THIS EXHIBITION IS THE FIRST IN TWENTY YEARS TO RE-EXAMINE THE ACHIEVEMENTS OF CHILDE HASSAM AS THE FOREMOST AMERICAN IMPRESSIONIST PAINTER, BEST REPRESENTED BY HIS PAINTINGS DEVOTED TO THE ISLES OF SHOALS OVER THIRTY YEARS. CONTINUING AT PEM -PATRICK DOUGHERTY: STICKWORKS (MAY 2015 THROUGH SEPTEMBER 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. -SIZING IT UP: SCALE IN NATURE AND ART (OCTOBER 10, 2015 - SEPTEMBER 23, 2016): THIS PROJECT EXPLORES AND CHALLENGES OUR PERCEPTION OF VISUAL SCALE. -RAVEN'S MANY GIFTS: NATIVE ART OF THE NORTHWEST COAST (APRIL 5, 2014 THROUGH 2017): 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 AMERICAN 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 DEVELOPS AND IMPLEMENTS A WIDE ARRAY OF EDUCATIONAL PROGRAMS AND CONTRIBUTES TO INTERPRETIVE DEVELOPMENT OF EXHIBITIONS. 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 AND INTERPRETATION FOCUSES ON SEVERAL BROAD AUDIENCE AREAS: K-12 STUDENTS, TEACHERS, FAMILIES, AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS. INTERNSHIPS FOR HIGH SCHOOL AND COLLEGE AGE STUDENTS, 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 AND BLENDS GUIDED DOCENT-LED GALLERY TOURS WITH ENGAGING ACTIVITIES THAT INSPIRE CLOSE LOOKING 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 2016, 11,008 STUDENTS, TEACHERS AND CHAPERONES FROM 276 SCHOOLS PARTICIPATED IN SINGLE VISIT SCHOOL PROGRAMS. MUSEUM-SCHOOL PARTNERSHIPS ARE MANAGED THROUGH THE CREATIVE COLLABORATIONS PROGRAM. THIS PROGRAM WORKS WITH TITLE I SCHOOLS AND TEACHERS IN THE NORTH SHORE REGION, PROVIDES UP TO 5 SEQUENCED MUSEUM VISITS PER SCHOOL YEAR THAT BUILD KNOWLEDGE IDENTIFIED AS CRITICAL IN THE ART, SOCIAL STUDIES, AND LANGUAGE ARTS CURRICULUM FRAMEWORKS. IN 2016, 2,583 STUDENTS FROM 30 SCHOOLS PARTICIPATED IN THE CREATIVE COLLABORATIONS PROGRAM. AT THE END OF THE ACADEMIC YEAR, OVER 332 TEACHERS, STUDENTS, AND FAMILY MEMBERS ATTEND A CULMINATING EVENT TO SHOWCASE AND CELEBRATE STUDENT ACHIEVEMENT AND INVOLVE THE ENTIRE SCHOOL COMMUNITY IN SUPPORTING STUDENT LEARNING. TO AID IN THE INTEGRATION OF THE ARTS IN CLASSROOM LESSONS, PROFESSIONAL DEVELOPMENT PROGRAMS PROVIDE K-12 EDUCATORS WITH AN IN-DEPTH ANALYSIS AND UNDERSTANDING OF THE MUSEUM'S COLLECTIONS AND EXHIBITIONS. THE PROGRAMS COVER NUMEROUS TOPICS AND SCHOOL DISCIPLINES AND ARE LINKED TO THE MASSACHUSETTS CURRICULUM FRAMEWORKS FOR VISUAL ARTS, ENGLISH LANGUAGE ARTS, HISTORY AND SOCIAL SCIENCE, SCIENCE, TECHNOLOGY AND MATHEMATICS. FOR 2016, 735 EDUCATORS PARTICIPATED IN TEACHER PROGRAMS. DURING THE 2015-2016 SCHOOL YEAR, THE MUSEUM CONTINUED TO PARTNER WITH SCHOOL DISTRICTS TO OFFER GRADE-LEVEL FOCUSED DISTRICT-WIDE TRAINING IN ARTS INTEGRATION STRATEGIES. IN TOTAL, 14 PROFESSIONAL DEVELOPMENT WORKSHOPS WERE HELD IN COORDINATION WITH LOCAL SCHOOL ADMINISTRATORS IN THE MOST RECENT ACADEMIC YEAR. PUBLIC 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 STORYTELLING FOR PRESCHOOLERS AND THEIR ADULT CAREGIVERS TO STUDIO ACTIVITIES AND FESTIVALS THAT COMBINE PERFORMANCE, STORYTELLING, MOVEMENT, FILM, AND ART-MAKING. ALL PROGRAMS ARE FREE WITH MUSEUM ADMISSION. IN 2016, THE MUSEUM OFFERED 101 FAMILY PROGRAMS FOR A COMBINED TOTAL ATTENDANCE OF 13,199 FAMILY VISITORS. EACH WEEKEND THE MUSEUM OFFERS A RANGE OF DROP-IN ACTIVITIES DESIGNED TO ENGAGE AUDIENCES OF ALL TYPES. IN THE GALLERIES, TRAINED MUSEUM GUIDES OFFER TOURS AND POP-UP CONVERSATIONS, AND IN THE STUDIOS ART EDUCATORS LEAD PROCESS-BASED ART MAKING FOR ALL AGES. THE MUSEUM'S ART & NATURE CENTER (ANC) IS DIRECTED BY THE EDUCATION AND INTERPRETATION 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. MORE THAN 119,388 PEOPLE PARTICIPATED IN ANC EXHIBITION PROGRAMMING IN 2016. 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 26,835 VISITORS PARTICIPATED IN GUIDE-LED TOURS IN 2016. A CENTERPIECE OF PUBLIC PROGRAMMING OFFERINGS IS PEM/PM, A MONTHLY SERIES OF CREATIVE, LIVELY EVENINGS IN THE MUSEUM WITH A PARTY ATMOSPHERE FEATURING A DISTINCTIVE BLEND OF PERFORMANCES, PARTICIPATORY EXPERIENCES, AND SOCIAL OPPORTUNITIES. IN 2016, PEM/PM DREW IN AN AUDIENCE OF 5,164 PEOPLE. IN 2016 PEM OFFERED FOUR COMPOSER-IN-RESIDENCE CONCERTS ENGAGING AN AUDIENCE OF 450 PEOPLE. THIS PROGRAM FEATURES IMAGINATIVE PRODUCTIONS THAT EXPLORE THE BOUNDARIES OF CLASSICAL MUSIC WITH ORIGINAL ORCHESTRA PIECES COMPOSED BY MATTHEW AUCOIN. A HIGHLIGHT INCLUDED A MAJOR THEATRICAL EVENT TITLED SONG CYCLE, WHICH TOOK PLACE ACROSS FOUR OF PEM'S GALLERIES AND INVOLVED ELABORATE SET DESIGN AND EXPERIENTIAL ELEMENTS. IN TOTAL, 3,330 ADULT PROGRAMS AND TOURS WERE OFFERED IN 2016 FOR A COMBINED ATTENDANCE OF 40,601.
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 SPLIT INTEREST AGREEMENTS 106,337.