PEABODY ESSEX MUSEUM INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PEABODY ESSEX MUSEUM INC (EIN 04-3157815)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349308232
- Schema version
- 2015v2.1
- 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 | 2016-11-15T13:31:36-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $340,274,851 | 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 | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 309 | TotalEmployeeCnt |
| Total Volunteers | 163 | TotalVolunteersCnt |
| Total Gross UBI | -$38,477 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$68,669 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $28,104,417 | PYContributionsGrantsAmt |
| CY Contributions Grants | $140,249,860 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,123,586 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,138,794 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,850,354 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,163,152 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,014,268 | PYOtherRevenueAmt |
| CY Other Revenue | $2,974,812 | CYOtherRevenueAmt |
| PY Total Revenue | $44,092,625 | PYTotalRevenueAmt |
| CY Total Revenue | $156,526,618 | 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 | $11,521,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,813,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,369,408 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,517,206 | PYOtherExpensesAmt |
| CY Other Expenses | $22,898,353 | CYOtherExpensesAmt |
| PY Total Expenses | $35,038,631 | PYTotalExpensesAmt |
| CY Total Expenses | $34,711,355 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,053,994 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $121,815,263 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $511,633,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $622,002,484 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,663,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,844,756 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $477,969,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $589,157,728 | 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 | $5,765,697 | ExpenseAmt |
| Revenue | $1,764,739 | RevenueAmt |
| Desc | EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,868,889 | ExpenseAmt |
| Revenue | $12,527 | RevenueAmt |
| Desc | CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,718,026 | ExpenseAmt |
| Revenue | $176,964 | RevenueAmt |
| Desc | EDUCATION: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $720,514 | $0 | ACQUISITIONS: IN 2015, THE MUSEUM ACQUIRED AROUND 632 SIGNIFICANT AND BEAUTIFUL OBJECTS THROUGH PURCHASE OR GIFT. THE OBJECTS SPANNED MOST OF THE MUSEUM'S MAJOR COLLECTING AREAS AND INCLUDED:-THE ROBBINS COLLECTION OF 70 PAINTINGS BY LATE 19TH AND EARLY 20TH CENTURY AMERICAN ARTISTS, WITH AN EMPHASIS ON LANDSCAPES INSPIRED BY THE WHITE MOUNTAINS OF NEW HAMPSHIRE-A MARINE PAINTING, CA. 1850, BY THE 19TH-CENTURY AMERICAN ARTIST MARY BLOOD MELLON-A 1978 PAINTING BY THE NATIVE AMERICAN ARTIST, POET AND MUSICIAN T.C. CANNON IN PREPARATION FOR THE MUSEUM'S UPCOMING EXHIBITION ON THIS ARTIST-AN OUTSTANDING MAHOGANY SECRETARY, CA. 1793-1811, BY SALEM, MA CABINETMAKER EDMUND JOHNSTON FOR THE AMERICAN DECORATIVE ARTS COLLECTION-A MAHOGANY WALL CLOCK, CA. 1820-25, BY VERMONT ARTIST JOSEPH NYE DUNNING FOR THE AMERICAN DECORATIVE ARTS COLLECTION-A MONUMENTAL GLASS AND STEEL INSTALLATION, ALCHEMY OF THE SOUL, BY CUBAN AMERICAN CONTEMPORARY ARTIST MARIA MAGDALENA CAMPOS-PONS AS A COMMISSION FOR THE CONTEMPORARY ART COLLECTION. -137 PIECES OF LATE 20TH-CENTURY FASHION FROM IRIS APFEL FOR THE MUSEUM'S GROWING COLLECTION OF MODERN AND CONTEMPORARY FASHION.IN ADDITION TO THE MUSEUM'S MANY EXCITING NEW ADDITIONS, THE PHILLIPS LIBRARY CONTINUED TO ACQUIRE IMPORTANT RARE BOOKS, MANUSCRIPTS, AND OTHER PRINTED MATERIALS - MORE THAN 470 NEW ITEMS IN 2015. |
| $2,870,590 | $0 | PUBLIC INFORMATION & CREATIVE SERVICES |
| $1,011,720 | $0 | MEDIA SERVICES |
| $1,800,168 | $0 | MEMBERSHIP AND GUEST SERVICES |
| $1,268,371 | $898,929 | ENTERPRISES |
| $3,758,460 | $0 | EXPANSION PROJECT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,429,823 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $898,929 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,782,435 | 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 | 113 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 309 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | 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 | |||
| SAMIR DESAI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARTER HARRISON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES HAWKES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| D THOMAS HEALEY JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN HEALEY | ||||||||
| CO-CHAIRMAN | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| 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) | ||
| JOHN PARKER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STUART PRATT | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GEORGE PUTNAM | ||||||||
| 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 | |||
| DAN MONROE | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | $712,888 | $0 | $51,605 | Yes (X) | |||
| JOSHUA BASSECHES | ||||||||
| DEPUTY DIRECTOR | 50.00 | $477,643 | $0 | $44,441 | Yes (X) | |||
| ANNE MUNSCH | ||||||||
| CFO | 50.00 | $203,856 | $0 | $19,789 | Yes (X) | |||
| LYNDA ROSCOE HARTIGAN | ||||||||
| CHIEF CURATOR | 50.00 | $281,501 | $0 | $53,972 | Yes (X) | |||
| AMANDA CLARK MACMULLAN | ||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $347,264 | $0 | $42,126 | Yes (X) | |||
| HOWARD J FINNEY | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $272,099 | $0 | $58,341 | Yes (X) | |||
| ROBERT MONK | ||||||||
| DIRECTOR OF FACILITIES & SECURITY | 40.00 | $185,074 | $0 | $41,859 | Yes (X) | |||
| ANTHONY BARBUTO | ||||||||
| DIRECTOR OF DEVELOPMENT ADMIN. | 40.00 | $171,749 | $0 | $17,224 | Yes (X) | |||
| ANNE BUTTERFIELD | ||||||||
| DIRECTOR OF INSTITUTIONAL GIVING | 40.00 | $163,840 | $0 | $17,643 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,815,914 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $347,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | 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 | $890,218 |
| NEPC LLC | |||||
| ONE MAIN STREET | CAMBRIDGE | MA | 02142 | INVESTMENT SERVICES | $241,574 |
| SMITH ST JOHN INC | |||||
| 203 WILLOW STREET | SOUTH HAMILTON | MA | 01982 | CONSULTING SERVICES | $193,000 |
| CBIZ TOFIAS | |||||
| 500 BOYLSTON ST FLOOR 4 | BOSTON | MA | 02116 | AUDIT/TAX SERVICES | $137,900 |
| PYRAMIS GLOBAL ADVISORS LLC | |||||
| 24671 NETWORK PLACE | CHICAGO | IL | 60673 | INVESTMENT SERVICES | $129,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,010,759 | MembershipDuesAmt |
| Fundraising | $348,967 | FundraisingAmt |
| Government Grants | $529,575 | GovernmentGrantsAmt |
| All Other Contributions | $138,360,559 | AllOtherContributionsAmt |
| Noncash Contributions | $287,842 | NoncashContributionsAmt |
| Total Contributions | $140,249,860 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $1,196,710 | $1,196,710 |
| TRAVELING EXHIBITIONS | 900099 | $530,620 | $530,620 |
| FUNCTIONS | 900099 | $184,564 | $184,564 |
| EDUCATION PROGRAM REV. | 900099 | $176,964 | $176,964 |
| OTHER PROGRAM REVENUE | 900099 | $49,936 | $49,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,138,794 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,791,846 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$41,511 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,833,357 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,742 | TotalRevenueColumnAmt |
| Exclusion | $31,742 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $93,517 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,872 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,645 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,645 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$16,134 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,779 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $190,994,307 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,623,001 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,371,306 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,371,306 | TotalRevenueColumnAmt |
| Exclusion | $8,371,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $89,190 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $348,967 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $277,452 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$188,262 | TotalRevenueColumnAmt |
| Exclusion | -$188,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,451,536 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $783,908 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $667,628 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $648,460 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,168 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE RECOVERIES | 900099 | $2,152,863 | $2,152,863 |
| MISC INVESTMENT INCOME | 900099 | $215,291 | $215,291 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,905 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,434,059 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,526,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,853,159 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$38,477 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,462,076 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,041,103 | TotalAmt |
| Program Services | $821,687 | ProgramServicesAmt |
| Management And General | $756,209 | ManagementAndGeneralAmt |
| Fundraising | $463,207 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,033,467 | TotalAmt |
| Program Services | $5,490,334 | ProgramServicesAmt |
| Management And General | $913,959 | ManagementAndGeneralAmt |
| Fundraising | $1,629,174 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,415 | TotalAmt |
| Program Services | $579,835 | ProgramServicesAmt |
| Management And General | $96,523 | ManagementAndGeneralAmt |
| Fundraising | $172,057 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,236 | TotalAmt |
| Program Services | $13,147 | ProgramServicesAmt |
| Management And General | $2,188 | ManagementAndGeneralAmt |
| Fundraising | $3,901 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,781 | TotalAmt |
| Program Services | $595,120 | ProgramServicesAmt |
| Management And General | $99,068 | ManagementAndGeneralAmt |
| Fundraising | $176,593 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,289 | TotalAmt |
| Management And General | $73,289 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,900 | TotalAmt |
| Management And General | $105,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,380 | TotalAmt |
| Program Services | $1,069,535 | ProgramServicesAmt |
| Management And General | $339,185 | ManagementAndGeneralAmt |
| Fundraising | $146,660 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,856 | TotalAmt |
| Program Services | $632,856 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,617 | TotalAmt |
| Program Services | $407,887 | ProgramServicesAmt |
| Management And General | $386,030 | ManagementAndGeneralAmt |
| Fundraising | $92,700 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,403,376 | TotalAmt |
| Program Services | $4,192,773 | ProgramServicesAmt |
| Management And General | $1,089,543 | ManagementAndGeneralAmt |
| Fundraising | $121,060 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,654 | TotalAmt |
| Program Services | $255,733 | ProgramServicesAmt |
| Management And General | $114,376 | ManagementAndGeneralAmt |
| Fundraising | $133,545 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,564 | TotalAmt |
| Program Services | $850,173 | ProgramServicesAmt |
| Management And General | $12,391 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,426,458 | TotalAmt |
| Program Services | $4,161,275 | ProgramServicesAmt |
| Management And General | $1,138,665 | ManagementAndGeneralAmt |
| Fundraising | $126,518 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,536 | TotalAmt |
| Program Services | $84,008 | ProgramServicesAmt |
| Management And General | $238,528 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EXPANSION PROJECT EXP. | $3,758,460 | $3,758,460 | ||
| EXHIBITIONS | $1,606,755 | $1,606,755 | ||
| COLLECTION ACQUISITIONS | $720,514 | $720,514 | ||
| HOSPITALITY | $520,097 | $135,922 | $94,302 | $289,873 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,897 | TotalAmt |
| Program Services | $406,421 | ProgramServicesAmt |
| Management And General | $99,356 | ManagementAndGeneralAmt |
| Fundraising | $14,120 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,711,355 | TotalAmt |
| Program Services | $25,782,435 | ProgramServicesAmt |
| Management And General | $5,559,512 | ManagementAndGeneralAmt |
| Fundraising | $3,369,408 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,330 | BOYAmt |
| EOY | $27,153 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,617,753 | BOYAmt |
| EOY | $42,262,299 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,651,805 | BOYAmt |
| EOY | $4,366,702 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,151 | BOYAmt |
| EOY | $171,736 | 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 | $687,629 | BOYAmt |
| EOY | $723,433 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,328 | BOYAmt |
| EOY | $1,105,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $184,145,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,713,645 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,202,215 | BOYAmt |
| EOY | $120,432,253 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,148,538 | BOYAmt |
| EOY | $80,973,462 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,021,264 | BOYAmt |
| EOY | $363,263,889 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,238,384 | BOYAmt |
| EOY | $7,481,071 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,633,397 | BOYAmt |
| EOY | $622,002,484 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,093,661 | BOYAmt |
| EOY | $2,605,396 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,104 | BOYAmt |
| EOY | $242,595 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,216,000 | BOYAmt |
| EOY | $26,244,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,623,021 | BOYAmt |
| EOY | $2,414,753 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,414,833 | BOYAmt |
| EOY | $1,338,012 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,663,619 | BOYAmt |
| EOY | $32,844,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,377,349 | BOYAmt |
| EOY | $130,989,875 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,022,854 | BOYAmt |
| EOY | $139,260,669 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,569,575 | BOYAmt |
| EOY | $318,907,184 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,969,778 | BOYAmt |
| EOY | $589,157,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,633,397 | BOYAmt |
| EOY | $622,002,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $121,815,263 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,126,263 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$501,050 | 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 | $43,070,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,862,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,881,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,104,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,249,860 | CurrentTaxYearAmt |
| Total | $324,168,569 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,070,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,862,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,881,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,104,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,249,860 | CurrentTaxYearAmt |
| Total | $324,168,569 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $236,674,811 | SubstantialContributorsTotAmt |
| Public Support Total170 | $87,493,758 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,620,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,734,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,983,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,446,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,148,257 | CurrentTaxYearAmt |
| Total | $17,931,690 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $13,860 | CurrentTaxYearMinus1YearAmt |
| Total | $13,860 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,190 | CurrentTaxYearAmt |
| Total | $358,040 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $342,472,159 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,521,215 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.25550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30100 | 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 25,000 PROSPECTS AND EXISTING DONORS WERE SOLICITED FOR SUPPORT DURING 2015, RESULTING IN 10,299 GIFTS COMING FROM 8,677 DIFFERENT DONORS. OTHER PUBLIC SUPPORT FACTORS 1. PERCENTAGE OF FINANCIAL SUPPORT FACTOR. THE MUSEUM'S PUBLIC SUPPORT PERCENTAGE FOR 2015 IS 25.55%, 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 216 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 8,677 DIFFERENT DONORS DURING 2015. 3. REPRESENTATIVE GOVERNING BODY FACTOR. DURING 2015, 23 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. PEM'S BOARD INCLUDES INDIVIDUALS WHO ARE THEMSELVES COLLECTORS AND/OR EXPERTS IN DIFFERENT AREAS OF ART, INCLUDING JAPANESE ART, RARE LIBRARY MATERIALS, AND DUTCH AND FLEMISH ART. SEVERAL MEMBERS OF THE MUSEUM'S BOARD HAVE INTERESTS AND EXPERIENCE WITHIN THE FIELD OF EDUCATION, INCLUDING THE CURRENT NATIONAL PRESIDENT OF THE AMERICAN ASSOCIATION OF UNIVERSITY WOMEN, 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 2015, THE PEABODY ESSEX MUSEUM REPORTED MORE THAN 224,000 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 EIGHT OPENED DURING 2015. 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,986,297 | BeginningYearBalanceAmt |
| Contributions | $54,896,241 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,734,170 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,340,525 | OtherExpendituresAmt |
| End Year Balance | $239,807,843 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02770 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19690 | 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 | $142,919,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,701,256 | DepreciationAmt |
| Book Value | $93,218,644 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $228,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,320 | DepreciationAmt |
| Book Value | $114,318 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,509,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,638,618 | DepreciationAmt |
| Book Value | $870,875 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,483,448 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,259,451 | DepreciationAmt |
| Book Value | $24,223,997 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $120,432,253 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CORPORATE NOTES | $2,101,200 | F |
| DOMESTIC EQUITIES & FUNDS | $43,372,031 | F |
| INTERNATIONAL EQUITIES & FUNDS | $75,816,584 | F |
| GLOBAL ASSET ALLOCATION STRATEGIES | $1,196,889 | F |
| PRIVATE COMPANY EQUITY | $50,888,617 | F |
| FIXED INCOME & FUNDS | $31,585,497 | F |
| ABSOLUTE RETURN HEDGE FUNDS | $93,149,718 | F |
| REAL ESTATE LIMITED PARTERSHIPS | $12,268,579 | F |
| PRIVATE EQUITY | $45,808,961 | F |
| REAL ASSET COMMINGLED TRUST | $7,075,813 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $363,263,889 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS | $1,181,618 |
| OBLIGATION UNDER LEASE | $103,394 |
| ENVIRONMENTAL REMEDIATION LIABILITY | $53,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,338,012 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $147,024,537 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$10,126,263 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $624,182 | OtherRevenueAmt |
| Revenue Not Reported | -$9,502,081 | RevenueNotReportedAmt |
| Revenue Subtotal | $156,526,618 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $156,526,618 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,836,587 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,125,232 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,125,232 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,711,355 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,711,355 | 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: | COST OF GOODS SOLD 783,908. BUILDING RENTAL EXPENSES 63,872. SPECIAL EVENT EXPENSES 277,452. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -501,050. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 783,908. BUILDING RENTAL EXPENSES 63,872. SPECIAL EVENT EXPENSES 277,452. |
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 | $122,857,260 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $12,228,364 |
| 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 | $135,085,624 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $135,085,624 | 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 | $438,157 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $348,967 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $89,190 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $23,000 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $80,585 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $100,875 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,741 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $52,251 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $438,157 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $348,967 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $89,190 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $23,000 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $80,585 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $100,875 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,741 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,251 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $277,452 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$188,262 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 | $643,654 | $0 | $0 | $0 | $69,234 | $0 | $35,775 | $0 | $15,830 | $0 | $764,493 | $0 | $0 | $0 |
| JOSHUA BASSECHES | ||||||||||||||
| DEPUTY DIRECTOR | $477,643 | $0 | $0 | $0 | $0 | $0 | $15,900 | $0 | $28,541 | $0 | $522,084 | $0 | $0 | $0 |
| ANNE MUNSCH | ||||||||||||||
| CFO | $203,856 | $0 | $0 | $0 | $0 | $0 | $12,440 | $0 | $7,349 | $0 | $223,645 | $0 | $0 | $0 |
| LYNDA ROSCOE HARTIGAN | ||||||||||||||
| CHIEF CURATOR | $281,501 | $0 | $0 | $0 | $0 | $0 | $35,775 | $0 | $18,197 | $0 | $335,473 | $0 | $0 | $0 |
| AMANDA CLARK MACMULLAN | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $347,264 | $0 | $0 | $0 | $0 | $0 | $15,900 | $0 | $26,226 | $0 | $389,390 | $0 | $0 | $0 |
| HOWARD J FINNEY | ||||||||||||||
| CHIEF MARKETING OFFICER | $272,099 | $0 | $0 | $0 | $0 | $0 | $31,800 | $0 | $26,541 | $0 | $330,440 | $0 | $0 | $0 |
| ROBERT MONK | ||||||||||||||
| DIRECTOR OF FACILITIES & SECURITY | $185,074 | $0 | $0 | $0 | $0 | $0 | $25,854 | $0 | $16,005 | $0 | $226,933 | $0 | $0 | $0 |
| ANTHONY BARBUTO | ||||||||||||||
| DIRECTOR OF DEVELOPMENT ADMIN. | $171,749 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,224 | $0 | $188,973 | $0 | $0 | $0 |
| ANNE BUTTERFIELD | ||||||||||||||
| DIRECTOR OF INSTITUTIONAL GIVING | $163,840 | $0 | $0 | $0 | $0 | $0 | $10,028 | $0 | $7,615 | $0 | $181,483 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2012-11-08 | BondIssuedDt |
| Issue Price | $29,160,000 | IssuePriceAmt |
| Purpose | REFUND 2002 ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $29,160,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $190,379 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $28,969,621 | OtherSpentProceedsAmt |
| Substantial Completion | 2003 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
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 | 43 | 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 | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $287,842 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. HIGH/LOW ON VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 12 | 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 (10 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 723,000 PEOPLE DURING 2015- 223,522 ON-SITE VISITORS IN SALEM, AND APPROXIMATELY 500,000 PEOPLE WHO ATTENDED PEM-ORGANIZED EXHIBITIONS PRESENTED AT OTHER VENUES. APPROXIMATELY 23% 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 2015 EXHIBITION CALENDAR INCLUDED MANY STYLES AND SOURCES OF ART AND CULTURE. IN 2015, THE MUSEUM OPENED EIGHT NEW SPECIAL EXHIBITIONS, PRESENTED TWO EXHIBITIONS IN OTHER VENUES, AND CONTINUED TEN SHOWS THAT OPENED IN PRIOR YEARS, INCLUDING: -AUDACIOUS: THE FINE ART OF WOOD FROM THE MONTALTO BOHLEN COLLECTION (FEBRUARY 21, 2015 THROUGH JUNE 21, 2015): WOOD HAS LONG ENJOYED PROMINENCE AS A MEDIUM FOR FUNCTIONAL AND ARTISTIC EXPRESSION IN MANY CULTURES. THE COLLECTORS HAVE BEEN INSTRUMENTAL IN FOCUSING ATTENTION ON CONTEMPORARY WOOD OBJECTS AS SCULPTURE AND ART, AND HAVE ASSEMBLED ONE OF THE WORLD'S PREMIER PRIVATE COLLECTIONS OF CONTEMPORARY WOOD ART. -STORYTELLER: THE PHOTOGRAPHS OF DUANE MICHALS (MARCH 14, 2015 THROUGH JUNE 21, 2015): A KEY FIGURE IN THE HISTORY OF 20TH-CENTURY PHOTOGRAPHY, DUANE MICHALS HAS CHALLENGED DOMINANT PHOTOGRAPHIC STYLES. MICHALS STAGES FICTIONAL NARRATIVES THAT ADDRESS IDEAS AND EXPERIENCES, DREAMS, DESIRE, AGING, AND DEATH. -PATRICK DOUGHERTY: STICKWORKS (MAY 2015 THROUGH MAY 2017): PATRICK DOUGHERTY BENDS, WEAVES AND FLEXES SAPLINGS INTO ARCHITECTURAL SCULPTURES THAT DYNAMICALLY RELATE TO THE LANDSCAPE AND BUILT AN ENVIRONMENT AROUND THEM. CONSTRUCTED FROM SAPLINGS COLLECTED BY AREA VOLUNTEERS, THE NATURAL STRUCTURE WILL PROVIDE DRAMATIC COUNTERPOINT TO THE HIGHLY FINISHED WOOD-FRAME CROWNINSHIELD-BENTLEY HOUSE THAT DATES TO THE EARLY 18TH CENTURY. THIS IS THE FIRST TIME PEM HAS COMMISSIONED AN OUTDOOR SCULPTURAL INSTALLATION. -AMERICAN EPICS: THOMAS HART BENTON AND HOLLYWOOD (JUNE 6, 2015 - SEPTEMBER 7, 2015): THE FIRST MAJOR TRAVELING BENTON EXHIBITION IN OVER 25 YEARS, THOMAS HART BENTON AND HOLLYWOOD TOOK AN UNPRECEDENTED THEMATIC APPROACH TO HIS ART AS VISUAL STORYTELLING. BENTON ASPIRED TO AN ART WITH SUCH MASS APPEAL: HE DEVELOPED A SINGULAR, CINEMATIC STYLE OF NARRATIVE PAINTING AND CAST ORDINARY AMERICANS IN PAINTINGS INTERPRETING AMERICAN SOCIAL AND HISTORICAL THEMES ACCOMPANIED BY A MAJOR PUBLICATION. -STRANDBEEST: THE DREAM MACHINES OF THEO JANSEN (SEPTEMBER 19, 2015 - JANUARY 3, 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). MADE FROM SIMPLE MATERIALS SUCH AS PVC TUBING AND PLASTIC BOTTLES, THE STRANDBEESTS HAVE SELF-CONTAINED SYSTEMS FOR WALKING AND MOVING USING WIND "STOMACHS" OF PLASTIC BOTTLES. -SIZING IT UP: SCALE IN NATURE AND ART (OCTOBER 10, 2015 - SEPTEMBER 23, 2016): SIZING IT UP: SCALE IN NATURE AND ART WILL EXPLORE THE CONCEPT OF VISUAL SCALE - RANGING FROM THE SUBATOMIC TO THE GALACTIC. FEATURED ARTWORKS WILL HIGHLIGHT OR CHALLENGE OUR PERCEPTION OF SCALE, INCLUDING REFERENCES TO PERSPECTIVE AND RELATIVE SIZE. -NATIVE FASHION NOW (NOVEMBER 21, 2015 - MARCH 6, 2016): DESIGNERS FROM ALL PARTS OF NATIVE AMERICA ARE GENERATING COMPELLING FASHION THAT CELEBRATES NATIVE DESIGN, IDENTITY, AND POLITICS, AND IS RECEIVING INCREASING ATTENTION IN THE GLOBAL WORLD OF FASHION. THIS EXHIBITION EXPLORES NEW DIMENSIONS IN NATIVE AMERICAN FASHION. -ROPES MANSION REOPENING (MAY 23, 2015 - ONGOING): THE ROPES MANSION LOCATED AT 318 ESSEX STREET IN THE MCINTIRE HISTORIC DISTRICT IN SALEM, WAS BUILT ABOUT 1727. IT WAS ACQUIRED BY JUDGE NATHANIEL ROPES II IN 1768 AND HIS DESCENDANTS OCCUPIED THE HOUSE UNTIL 1907. PEM COMPLETED A MAJOR RESTORATION OF THE BUILDING IN 2015 TO TELL THE STORY OF THE ROPES FAMILY AND SHOWCASE THE EXTRAORDINARY COLLECTION OF FURNISHINGS ACQUIRED BY FOUR SUCCESSIVE GENERATIONS. -RAVEN'S MANY GIFTS: NATIVE ART OF THE NORTHWEST COAST (APRIL 5, 2014 THROUGH 2015): THIS EXHIBITION EXPLORED THE DYNAMIC RELATIONSHIPS AMONG LIVING HUMANS, ANIMALS, ANCESTORS AND SUPERNATURAL BEINGS THROUGH WORKS OF NATIVE ART FROM THE PACIFIC NORTHWEST COAST CREATED DURING THE PAST 200 YEARS. IT FEATURED OBJECTS FROM PEM'S RENOWNED COLLECTION OF NATIVE AMERICAN ART FROM THE NORTHWEST COAST. -DOUBLE HAPPINESS: CELEBRATION IN CHINESE ART (APRIL 5, 2014 THROUGH 2015): WITH MORE THAN 30 HIGHLIGHTS FROM THE MUSEUM'S WIDE-RANGING CHINESE COLLECTION SPANNING 3,000 YEARS, THIS EXHIBITION CELEBRATES CHINA'S ARTISTIC ACHIEVEMENTS EXPRESSED IN SEASONAL FESTIVALS, RELIGIOUS CEREMONIES AND CELEBRATIONS. -FIGURING THE ABSTRACT IN INDIAN ART (APRIL 5, 2014 THROUGH 2015): THIS INSTALLATION OF 20TH-CENTURY PAINTINGS AND 15TH- TO 19TH-CENTURY SCULPTURES EXPLORED THE CONCEPT OF ABSTRACTION AS A VEHICLE FOR EMBODYING FORM AND MEANING. MOVING BEYOND CULTURE AND ACROSS TIME, THESE WORKS CONSIDERED STYLE, STRUCTURE AND COLOR, AS WELL AS THE FIGURATIVE, METAPHORICAL AND IDEALIZED AS KEY FACETS OF THE ABSTRACT. -CALDER AND ABSTRACTION: FROM AVANT-GARDE TO ICONIC ABSTRACTION (SEPTEMBER 6, 2014 THROUGH JANUARY 4, 2015): WIDELY CONSIDERED ONE OF THE MOST IMPORTANT ARTISTS OF THE TWENTIETH CENTURY, ALEXANDER CALDER REVOLUTIONIZED MODERN SCULPTURE. HIS MOST INFLUENTIAL "MOBILES" ARE KINETIC SCULPTURES IN WHICH BALANCED COMPONENTS MOVE, SOME DRIVEN BY MOTOR AND OTHERS IMPELLED BY AIR CURRENTS. THIS PRESENTATION EXPLORED CALDER'S COMMITMENT TO ABSTRACTION FROM THE 1930S TO THE LATE 1960S. PEM WAS THE ONLY EAST COAST VENUE FOR THIS EXHIBITION ORGANIZED BY THE LOS ANGELES COUNTY MUSEUM OF ART. -TREES AS ART (SEPTEMBER 27, 2014 THROUGH SUMMER, 2015): IN THE MUSEUM'S ART AND NATURE CENTER, TREES AS ART EXPLORES HOW CONTEMPORARY ARTISTS ARE CREATING WORKS FROM TREES, BOTH AS A CREATIVE MEDIUM AND TO CONSIDER OUR RELATIONSHIP WITH THIS VITAL LIFE FORCE. RELATED INTERACTIVES OFFER VISITORS SELF-DIRECTED OPPORTUNITIES TO ENGAGE WITH THE ART AND SCIENCE OF TREES. -FREEPORT [NO. 8]: CANDICE BREITZ (OCTOBER 11, 2014 THROUGH MARCH, 2015): PEM, ALONG WITH THE AUSTRALIAN CENTER FOR THE MOVING IMAGE, COMMISSIONED THE WOODS, A TRILOGY OF MULTI-SCREEN INSTALLATIONS, WHICH EXPLORES THE REPRESENTATION OF CHILDREN AND THE CULTURE OF CHILD ACTORS IN THE WORLD'S THREE LARGEST FILM INDUSTRIES: HOLLYWOOD (USA), BOLLYWOOD (INDIA), AND NOLLYWOOD (NIGERIA). -SOMEONE ELSE'S COUNTRY: PHOTOGRAPHY BY JO RACTLIFFE (OCTOBER 11, 2014 THROUGH MARCH 15, 2015): PRE-EMINENT SOUTH AFRICAN PHOTOGRAPHER JO RACTLIFFE (B. 1961) IS DRAWN TO BORDERLANDS, FRONTIERS AND COMMUNITIES LIVING ON THE FRINGE. SELECTED FROM RACTLIFFE'S "BORDER TRILOGY," THIS EXHIBITION FEATURED NEARLY 30 BLACK-AND-WHITE PHOTOGRAPHS TAKEN IN THE MOST REMOTE REACHES OF ANGOLA AND SOUTH AFRICA. -IN PLAIN SIGHT: REVEALING THE FURNITURE OF NATHANIEL GOULD (NOVEMBER 15, 2014 THROUGH MARCH 1, 2015): THIS WAS THE FIRST COMPREHENSIVE PRESENTATION OF NATHANIEL GOULD'S WORK AND DREW UPON THE WEALTH OF INFORMATION REVEALED IN GOULD'S LEDGERS RECENTLY DISCOVERED IN THE MASSACHUSETTS HISTORICAL SOCIETY. GOULD (1734-1781), NOW RECOGNIZED AS ONE OF THE PREMIER 18TH-CENTURY AMERICAN CABINETMAKERS, IS RESPONSIBLE FOR SOME OF THE MOST CELEBRATED PIECES OF CHIPPENDALE STYLE FURNITURE. THE MUSEUM PUBLISHED THE FIRST MAJOR BOOK ON GOULD IN CONJUNCTION WITH THE EXHIBITION. |
| 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 FOR THE MUSEUM AND ALSO FOR TRAVEL TO OTHER VENUES, AS WELL AS 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 AT LARGE. 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 AND SIGNIFICANT WORKS FROM COASTAL EAST AND WEST AFRICA AND AN IMPORTANT BODY OF ZULU OBJECTS. THE MUSEUM ALSO HOUSES ONE OF THE WORLD'S FINEST COLLECTIONS OF ETHIOPIAN CHRISTIAN ART, ESPECIALLY SIXTEENTH-TO TWENTIETH-CENTURY ICONS AND METALWORK. -THE AMERICAN COLLECTION, INCLUDING PAINTINGS, SCULPTURES, WORKS ON PAPER, DECORATIVE ART, FOLK ART, FASHION, AND COSTUMES, REPRESENTS MORE THAN 300 YEARS OF NEW ENGLAND ART AND CULTURE. ADDITIONALLY, THE MUSEUM'S COSTUME COLLECTION RANKS AMONG THE TOP TEN IN THE NATION. -THE ASIAN EXPORT ART COLLECTION IS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF DECORATIVE ART MADE IN ASIA FOR EXPORT TO WESTERN NATIONS. IT ENCOMPASSES PAINTINGS, FURNITURE, SILVER, PORCELAINS, WORKS ON PAPER, AND A WIDE RANGE OF OBJECTS FROM THE FIFTEENTH AND TWENTIETH CENTURIES. -BORN DURING THE HEIGHT OF THE CHINA TRADE IN SALEM, THE CHINESE COLLECTION IS UNIQUE FOR ITS STRENGTH IN VERNACULAR ART THAT EXPLORES THE RICH TRADITIONS OF CHINESE CULTURE. IT FEATURES IMPORTANT QING DYNASTY WORKS, INCLUDING CERAMICS, TEXTILES, AND DECORATIVE ARTS. -THE INDIAN COLLECTION FEATURES MODERN AND CONTEMPORARY ART THAT EXPRESSES THE DYNAMIC PUBLIC AND PRIVATE CHARACTER OF POST-INDEPENDENCE INDIA. OLDER EXAMPLES, ESPECIALLY FROM THE NINETEENTH CENTURY, INCLUDE IMPORTANT SCULPTURE, TEXTILES, CERAMICS, AND METALWORK. -CONTRIBUTIONS FROM MANY OF AMERICA'S MOST IMPORTANT NINETEENTH- AND TWENTIETH- CENTURY COLLECTORS OF JAPANESE ART HAVE CREATED A MAJOR COLLECTION OF THE ART AND CULTURE OF JAPAN. MANY WORKS ARE CONSIDERED RARE EVEN IN JAPAN, WITH THE LATE EDO- AND MEIJI-PERIOD EXAMPLES RANKING AMONG THE FINEST IN THE WORLD. -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 AND IS THE ONLY FOREIGN COLLECTION TO BE EXHIBITED AT THE NATIONAL MUSEUM IN SEOUL. -THE MARITIME COLLECTION IS THE FINEST IN AMERICA AND IS INTERNATIONALLY RENOWNED FOR ITS APPROXIMATELY 30,000 PAINTINGS, DRAWINGS, AND PRINTS, AS WELL AS ITS 20,000 MARITIME OBJECTS DATING FROM THE SEVENTEENTH THROUGH THE EARLY TWENTIETH CENTURIES. -THE NATIVE AMERICAN ART COLLECTION INCLUDES 20,000 WORKS DATING FROM THE SEVENTEENTH CENTURY TO THE PRESENT, AS WELL AS 50,000 ARCHEOLOGICAL WORKS DATING BACK 10,000 YEARS. -THE OCEANIC COLLECTION IS INTERNATIONALLY RECOGNIZED FOR THE EARLY ORIGINS AND PROVENANCE OF ITS OBJECTS AS WELL AS ITS SIZE AND BREADTH. IT INCLUDES MORE THAN 20,000 OBJECTS FROM MORE THAN THIRTY-SIX ISLAND GROUPS IN POLYNESIA, MELANESIA, AND MICRONESIA. |
| FORM 990, PART III, LINE 4B | -THE PHOTOGRAPHY COLLECTION COMPRISES THOUSANDS OF RARE AND VINTAGE IMAGES AS WELL AS MODERN AND CONTEMPORARY EXAMPLES, REPRESENTING NEARLY EVERY KIND OF PHOTOGRAPHIC FORMAT AND PROCESS. THE COLLECTION INCLUDES THE WORLD'S FINEST GROUP OF NINETEENTH-CENTURY PHOTOGRAPHS OF ASIA. -THE ARCHITECTURE COLLECTION INCLUDES TWENTY-FOUR HISTORIC AMERICAN STRUCTURES AND A MAJOR ARCHITECTURAL FRAGMENT COLLECTION. FOUR OF THE BUILDINGS ARE DESIGNATED NATIONAL HISTORIC LANDMARKS; SIX OTHERS ARE LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. -THE PHILLIPS LIBRARY IS ONE OF NEW ENGLAND'S MOST IMPORTANT AND HISTORIC RESEARCH LIBRARIES. IT IS A MAJOR RESOURCE FOR PUBLICATIONS AND ARCHIVAL MATERIALS RELATED TO ART AND CULTURE, ESPECIALLY FOR MARITIME AND NEW ENGLAND TOPICS, AND DOCUMENTS RELATING 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 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 2015, 11,441 STUDENTS, TEACHERS AND CHAPERONES FROM 208 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 2015, 2,545 STUDENTS FROM 14 SCHOOLS PARTICIPATED IN THE CREATIVE COLLABORATIONS PROGRAM. AT THE END OF THE ACADEMIC YEAR, OVER 274 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. PERIODICALLY, SUMMATIVE EVALUATIONS OF THE PROGRAM ARE CONDUCTED TO ASSESS ITS IMPACT. 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 2015, 358 EDUCATORS PARTICIPATED IN TEACHER PROGRAMS. DURING THE 2014-2015 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. THE MUSEUM ALSO PROVIDES SPECIAL LEARNING OPPORTUNITIES FOR HIGH SCHOOL AND COLLEGE AGED STUDENTS. IN 2015, 28 STUDENTS WERE OFFERED INTERNSHIPS ACROSS DIFFERENT DEPARTMENTS OF THE MUSEUM, PROVIDING THEM WITH VALUABLE PROFESSIONAL WORK EXPERIENCE AND A CHANCE TO CONNECT WITH THE MUSEUM'S COLLECTIONS. PARTICIPATING STUDENTS FROM DIVERSE BACKGROUNDS BUILD LEADERSHIP SKILLS AND CREATIVITY THROUGH BOTH GROUP AND INDIVIDUAL PROJECTS AND, UNDER THE MENTORSHIP OF MUSEUM STAFF SUPERVISORS, ARE INTRODUCED TO THE MANY ASPECTS OF MUSEUM EMPLOYMENT. THE SUMMER BRIDGE PROGRAM DEVELOPED WITH SALEM STATE UNIVERSITY BROUGHT 523 STUDENTS AND FACULTY TO THE MUSEUM FOR A SERIES OF INTENSIVE LEARNING VISITS DURING A FOUR-WEEK SUMMER TRANSITION PROGRAM PROVIDING ACADEMIC SUPPORT LEADING TO COLLEGE ADMISSION. 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 FESTIVALS THAT COMBINE PERFORMANCE, STORYTELLING, MOVEMENT, FILM, AND ART-MAKING. SELF-GUIDED ACTIVITIES AND PRINT MATERIALS CREATE OPPORTUNITIES FOR SHARED FAMILY INVESTIGATION OF OBJECTS IN THE COLLECTION FROM A WIDE RANGE OF CULTURES. ALL PROGRAMS ARE FREE WITH MUSEUM ADMISSION, ELIMINATING ECONOMIC BARRIERS FOR UNDERSERVED FAMILIES. IN 2015, THE MUSEUM OFFERED 213 FAMILY PROGRAMS FOR A COMBINED TOTAL ATTENDANCE OF 15,564 FAMILY VISITORS. ONE MAJOR FAMILY PROGRAM HIGHLIGHT ARE PEM'S FESTIVALS WHICH OFFER DYNAMIC, INTERGENERATIONAL PROGRAMMING FOCUSED ON A PARTICULAR CULTURE OR THEME. TAKING PLACE THREE TIMES IN 2015 AND WITH A TOTAL ANNUAL ATTENDANCE OF 3,994, FESTIVALS INCORPORATE PARTICIPATORY ART-MAKING, DEMONSTRATIONS, PERFORMANCES, GALLERY EXPERIENCES AND MUCH MORE, PROVIDING FAMILIES OPPORTUNITIES TO INTERACT WITH AND EXPLORE ART, CULTURE, AND THE WORLD AROUND THEM IN NEW WAYS. DROP-IN ART ACTIVITIES, PROVIDING HANDS-ON ART PROJECTS DESIGNED TO ENGAGE ALL AGES, ARE ANOTHER POPULAR EXAMPLE OF FAMILY PROGRAMMING AND HAD A COMBINED ANNUAL ATTENDANCE OF 3,233. THROUGH PEM'S GALLERY HANGOUTS AND STUDIO DISCOVERIES PROGRAMS, FAMILIES ARE INVITED TO CONNECT WITH ART AND IDEAS AND ENCOURAGED WORK TOGETHER ON ACTIVITIES RELATED TO THE PERMANENT COLLECTIONS AND SPECIAL EXHIBITIONS AT THE MUSEUM. WHEN THESE PROGRAMS ARE HELD IN CONJUNCTION WITH FESTIVALS, VISITING ARTISTS OFTEN LEAD DROP-IN ACTIVITIES. WHETHER FACILITATED BY ARTISTS OR EDUCATION DEPARTMENT STAFF, DROP-IN ACTIVITIES FOSTER SELF-GUIDED DISCOVERY, ENABLING FAMILIES TO CHOOSE THE BALANCE THAT FITS THEIR SCHEDULE AND INTERESTS. THE MUSEUM'S ART & NATURE CENTER (ANC) 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. THE ANC EXHIBITION SPACE AIMS TO NURTURE INTERGENERATIONAL EXCHANGE AND CREATIVE EXPRESSION, AS WELL AS TO CONTEXTUALIZE ARTWORK BY PROVIDING SUPPORTING MATERIALS ALREADY FAMILIAR TO VISITORS. THIS DYNAMIC, FUN AND INVITING SPACE OFFERS GUESTS EVEN MORE OPPORTUNITIES TO EXPLORE HOW HUMANS ARE INTRICATELY CONNECTED TO THE ENVIRONMENT. ALL TOGETHER MORE THAN 118,416 PEOPLE PARTICIPATED IN ANC EXHIBITION PROGRAMMING IN 2015. 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 18,923 VISITORS PARTICIPATED IN GUIDE-LED TOURS IN 2015. SPECIALIZED TOURS FOR RESIDENTS OF ASSISTED LIVING FACILITIES AND SENIOR CENTERS, AS WELL AS FOR VISITORS WITH ALZHEIMER'S DISEASE AND THEIR CAREGIVERS, PROVIDED RICH VISUAL EXPERIENCES THAT STIMULATE MEMORY AND IMPROVE MODE WHILE PROMPTING THE SHARING OF PERSONAL STORIES. SPECIALLY TRAINED DOCENTS CAREFULLY PLANNED AND LED THESE SMALL-GROUP, HIGHLY FACILITATED ARTS EXPERIENCES. PUBLIC PROGRAMS ARE OFFERED TO PUBLIC AUDIENCES THROUGHOUT THE YEAR IN ORDER TO ENGAGE PARTICIPANTS IN VISUAL AND INTELLECTUAL INQUIRY THAT SPARKS CURIOSITY, CREATIVITY, AND CROSS-CULTURAL UNDERSTANDING, CONTRIBUTING TO LIFE-LONG LEARNING. PROGRAMS RANGE 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. PROGRAMS FOR OPENING DAYS OF SIGNIFICANT EXHIBITIONS PROVIDE OPPORTUNITY FOR DEEPER DISCUSSION, ARTISTIC EXPLORATION, AND CELEBRATION OF THE GROUNDBREAKING STATEMENTS, BOLD IDEAS AND THOUGHT-PROVOKING INSTALLATIONS. |
| FORM 990, PART III, LINE 4C | A CENTERPIECE OF PUBLIC PROGRAMS, PEM/PM IS 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 2015, PEM/PM DREW IN AN AUDIENCE OF 6,106 PEOPLE. ARTIST-LED WORKSHOPS OFFER ADULTS THE CHANCE TO DEVELOP A CLOSER UNDERSTANDING OF ARTISTIC THINKING, PROCESS, MATERIALS AND METHODS. PARTICIPANTS LEARN FROM ACTIVE CONTEMPORARY TEACHING ARTISTS WHOSE INNOVATIVE PROCESSES AND USE OF EVOLVING TECHNOLOGIES ARE NOT USUALLY ENCOUNTERED IN ART MUSEUM WORKSHOPS, AND DEVELOP AN INCREASED SENSE OF COMPETENCE AND CONFIDENCE USING ART AS AN EXPRESSIVE TOOL. IN 2015, 15 WORKSHOPS WERE HELD, REACHING AN AUDIENCE OF 218 ADULTS. IN 2015 PEM OFFERED TWO COMPOSER-IN-RESIDENCE CONCERTS ENGAGING AN AUDIENCE OF 490 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. PROGRAMS ARE ALSO OFFERED THROUGH ONGOING COMMUNITY PARTNERSHIPS WITH SELECT REGIONAL ARTS ORGANIZATIONS THAT ACHIEVE MORE IMPRESSIVE OUTCOMES IN BOTH AUDIENCE ATTENDANCE AND PRESENTATION, AND CONTRIBUTE TO THE REGION'S WIDER ARTS AND CULTURE SECTOR. PARTNERSHIPS INCLUDE THE SALEM FILM FESTIVAL, AN ALL-NONFICTION FILM FESTIVAL WITH A STRONG REPUTATION AS ONE OF THE WORLD'S MOST SIGNIFICANT DOCUMENTARY FILM FESTIVALS; MASS POETRY, ORGANIZERS OF THE MA POETRY FESTIVAL THAT CONNECTS AUDIENCES WITH MAJOR HEADLINERS IN THE LITERARY WORLD; AND SALEM LITERARY FESTIVAL (SLF) WHICH PRESENTS A STORYTELLING PROGRAM IN THE STYLE OF NPR'S THE MOTH AND FEATURED PULITZER-PRIZE WINNING AUTHOR STACY SCHIFF IN 2015. COMMUNITY PARTNERSHIPS PROGRAMMING ENGAGED 4,080 PEOPLE IN 2015. IN TOTAL, 1,600 ADULT PROGRAMS AND TOURS WERE OFFERED IN 2015 FOR A COMBINED ATTENDANCE OF 33,908. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 ANNUAL REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND BY THE FULL BOARD OF TRUSTEES. COMPARATIVE DATA FROM OTHER NONPROFIT ORGANIZATIONS IN THE GEOGRAPHIC VICINITY AND THE MUSEUM SECTOR NATIONWIDE IS GATHERED BY THE DIRECTOR OF HUMAN RESOURCES AND SERVES AS THE BASIS FOR APPROVING REASONABLE COMPENSATION LEVELS. PERIODICALLY, THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT ARE UTILIZED TO PROVIDE AN OPINION ON THE REASONABLENESS OF COMPENSATION LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN ITS ANNUAL REPORT, WHICH IS POSTED ON ITS WEBSITE. THE 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 WWW.GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -501,050. |