2024-05-15T09:10:21-05:00 2023-06-30 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990 2022-07-01 010211530 MAINE HISTORICAL SOCIETY MAIN 2077741822 489 CONGRESS STREET PORTLAND ME 04101 STEPHEN BROMAGE EXECUTIVE DIRECTOR 2077741822 2024-05-15 1 STEPHEN BROMAGE XXX-XX-XXXX 0 David J Shorette CPA P00086553 2077753496 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN BROMAGE 489 CONGRESS STREET PORTLAND ME 04101 2142353 0 X WWW.MAINEHISTORY.ORG X 1822 ME PRESERVE AND TEACH THE HISTORY OF MAINE 26 26 37 1300 0 0 5785383 1320676 189823 375982 727526 -154692 215434 221823 6918166 1763789 0 0 0 0 1316359 1464173 0 0 306445 1346967 1260668 2663326 2724841 4254840 -961052 15181024 14627996 1806213 1745642 13374811 12882354 X THE MAINE HISTORICAL SOCIETY PRESERVES THE HERITAGE AND HISTORY OF MAINE: THE STORIES OF MAINE PEOPLE, THE TRADITIONS OF MAINE COMMUNITIES, AND THE RECORD OF MAINE'S PLACE IN A CHANGING WORLD. BECAUSE AN UNDERSTANDING OF THE PAST IS VITAL TO A HEALTHY AND PROGRESSIVE SOCIETY, WE COLLECT, CARE FOR, AND EXHIBIT HISTORICAL TREASURES; FACILITATE RESEARCH INTO FAMILY, LOCAL, STATE AND NATIONAL HISTORY; PROVIDE EDUCATION PROGRAMS THAT MAKE HISTORY MEANINGFUL, ACCESSIBLE AND ENJOYABLE; AND EMPOWER OTHERS TO PRESERVE AND INTERPRET THE HISTORY OF THEIR COMMUNITIES AND OUR STATE. 0 0 887019 OPERATION AND MAINTENANCE OF HISTORICAL RESEARCH LIBRARYTHE MAINE HISTORICAL SOCIETY WEB SITE IS PART OF ALL MAJOR PROGRAMS. 866664 118043 OPERATION AND MAINTENANCE OF THE WADSWORTH LONGFELLOW HOUSE (A HISTORIC STRUCTURE) AND MUSEUM 75623 OPERATION OF THE MUSEUM STORE 1753683 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Elizabeth Matthews Director of Finance & Business Development 2077741822 489 CONGRESS STREET PORTLAND ME 04101 Eileen F Skinner CHAIR 6.00 X X 0 0 0 Tobey Scott 1ST VICE PRESIDENT 6.00 X X 0 0 0 Laura F Sprague 2ND VICE PRESIDENT 6.00 X X 0 0 0 Bob Greene SECRETARY 6.00 X X 0 0 0 Drew Swenson TREASURER 6.00 X X 0 0 0 Robert Atwood BOARD MEMBER 6.00 X 0 0 0 Myron Beasley BOARD MEMBER 6.00 X 0 0 0 Michael Borque BOARD MEMBER 6.00 X 0 0 0 Elizabeth Christensen BOARD MEMBER 6.00 X 0 0 0 Michael Cianchette BOARD MEMBER 6.00 X 0 0 0 Nancy Cline BOARD MEMBER 6.00 X 0 0 0 Dennis Damon BOARD MEMBER 6.00 X 0 0 0 Frank Goodyear BOARD MEMBER 6.00 X 0 0 0 Sandi L Goolden BOARD MEMBER 6.00 X 0 0 0 Steve Hewins BOARD MEMBER 6.00 X 0 0 0 Brent Hoots BOARD MEMBER 6.00 X 0 0 0 Peter Merrill BOARD MEMBER 6.00 X 0 0 0 Robert Peacock BOARD MEMBER 6.00 X 0 0 0 Tom Platz BOARD MEMBER 6.00 X 0 0 0 Darrem Ranco BOARD MEMBER 6.00 X 0 0 0 Mark Reynolds BOARD MEMBER 6.00 X 0 0 0 Susan Roullard BOARD MEMBER 6.00 X 0 0 0 Stephen Sears BOARD MEMBER 6.00 X 0 0 0 Natalie Solotoff BOARD MEMBER 6.00 X 0 0 0 Lee Webb BOARD MEMBER 6.00 X 0 0 0 Timothy Woodcock BOARD MEMBER 6.00 X 0 0 0 Stephen Bromage EXECUTIVE DIRECTOR 35.00 X 120953 0 9682 120953 0 9682 1 0 0 0 0 115027 60686 121083 1023880 1320676 OTHER PROGRAM SERVICES 900099 182316 182316 PROGRAM SERVICES 900099 114447 114447 GIFT SHOP SALES 900099 75623 75623 HOUSE & MUSEUM ADMISSIO 900099 3596 3596 375982 186656 186656 221823 0 221823 221823 221823 341348 -341348 -341348 -341348 37216 60686 37216 0 1763789 375982 0 67131 X 120952 57833 39559 23560 1092698 763879 215353 113466 158791 78640 45850 34301 91732 43862 30002 17868 80421 16375 45381 18665 67519 15822 33233 18464 2957 2325 536 96 74637 42778 31859 353209 300228 52981 41387 6729 34658 PROGRAM EXPENSES 113860 113860 UTILITIES 101250 58907 42343 MAINTENANCE SERVICES 63338 36850 26488 PHOTOGRAPHY 56573 32358 24215 305517 183237 66470 55810 2724841 1753683 664713 306445 120919 64647 4428938 23554 39428 3541 43954 47218 10698865 5954751 4636698 4744114 5806338 9659327 104749 85595 15181024 14627996 78980 92720 1704140 1630752 23093 22170 1806213 1745642 X 11219566 10769031 2155245 2113323 13374811 12882354 15181024 14627996 -961052 468595 0 X X 0 1 X 1 0 X 952403 802261 1304997 5694319 1472339 10226319 952403 802261 1304997 5694319 1472339 10226319 10226319 314242 297838 279973 470248 408479 1770780 11997099 0.85240 0.86160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 5189545 329260 886146 8289 4624370 6231618 -660155 372223 9695 5189545 4941708 1392370 93703 8757 6231618 5092652 235539 376663 9820 4941708 5416580 191082 504466 10544 5092652 0.79012 0.10691 0.10297 0 0 168300 168300 9601650 5034357 4567293 928915 920394 8521 4744114 Lease Deposits 12186 Annuity Payment Liability 9984 22170 X 2269600 468595 37216 505811 1763789 0 1763789 2774609 49768 49768 2724841 0 2724841 Part III, Line 1a: Collections: The collections, which were acquired through purchases and contributions since the Society'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, or as temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions are reflected as increases in the appropriate net asset classes. Part IV, Line 2b: The Maine Historical Society agrees to serve as the fiscal sponsor for the Merrymeeting Bay Pioneers Project for the purpose of funding from the Merrymeeting Bay Trust to pay for expenses for the Merrymeeting Bay archeological project. Part X, Line 2: MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. Part XI, Line 2d - Other Adjustments: Fundraising Expenses Netted with Revenue 37,216. Part XII, Line 2d - Other Adjustments: Fundraising Expenses Netted with Revenue 37,216. Expenses of related organization on consolidated financials 12,552. Maine History Maker 97902 60686 37216 1025 12837 800 22554 97902 60686 37216 1025 12837 800 22554 37216 0 Form 990, Part VI, Section A, line 6 THE SOCIETY OFFERS MEMBERSHIPS, FOR AN ANNUAL MEMBERSHIP FEE, TO THE GENERAL PUBLIC WHICH COME WITH CERTAIN BENEFITS AND RIGHTS. Form 990, Part VI, Section A, line 7a ACCORDING TO THE SOCIETY BYLAWS, THE PROCESS FOR ELECTING TRUSTEES TO THE BOARD CALLS FOR MAILING AN ANNOUNCEMENT OF THE SLATE OF CANDIDATES TO THE MEMBERS PRIOR TO THE ANNUAL MEETING. AN OFFICIAL BALLOT IS ALSO MAILED IN ADVANCE OF THE MEETING. ADDITIONAL CANDIDATES MAY BE INCLUDED ON THE OFFICAL BALLOT BY PETITIONING THE TRUSTEE COMMITTEE. PETITIONS SHOULD BE SIGNED BY NO FEWER THAN TWENTY MEMBERS. NO NOMINATIONS ARE ENTERTAINED FROM THE FLOOR OF THE ANNUAL MEETING. Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY THE CHIEF OPERATIONS OFFICER AND TREASURER PRIOR TO FILING. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST IS SIGNED ANNUALLY IN ANNUAL REVIEW WITH SENIOR MANAGEMENT. Form 990, Part VI, Section B, line 15 COMPENSATION IS COMPARED TO LIKE INSTITUTIONS FROM DATA FROM THE NATIONAL COMPARATIVE MUSEUM STUDY AND OTHER INDEPENDENT SURVEYS. Form 990, Part VI, Section C, line 19 Documents are included in meeting minutes available to the public in our Annual Report, on our website, and upon request. This includes the 990 itself. Form 990, Part IX, line 24e Bad Debt Expense: Program service expenses 0. Management and general expenses 0. Fundraising expenses 48,000. Total expenses 48,000. COST OF GOODS SOLD/ GIFT SHOP: Program service expenses 41,941. Management and general expenses 0. Fundraising expenses 0. Total expenses 41,941. APPLICATION & WEBSITE SUBSCRIPTION: Program service expenses 12,515. Management and general expenses 17,929. Fundraising expenses 7,010. Total expenses 37,454. EXHIBIT EXPENSES: Program service expenses 30,597. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,597. Collections Purchased: Program service expenses 28,026. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,026. TELEPHONE: Program service expenses 13,608. Management and general expenses 9,949. Fundraising expenses 0. Total expenses 23,557. POSTAGE: Program service expenses 9,934. Management and general expenses 5,463. Fundraising expenses 0. Total expenses 15,397. Periodicals: Program service expenses 14,766. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,766. BANK FEES: Program service expenses 3,544. Management and general expenses 7,443. Fundraising expenses 294. Total expenses 11,281. Other Expenses: Program service expenses 0. Management and general expenses 10,708. Fundraising expenses 207. Total expenses 10,915. JANITORIAL SERVICE/ SUPPLIES: Program service expenses 6,337. Management and general expenses 4,555. Fundraising expenses 0. Total expenses 10,892. SUPPLIES: Program service expenses 5,505. Management and general expenses 4,575. Fundraising expenses 0. Total expenses 10,080. SECURITY: Program service expenses 3,937. Management and general expenses 2,830. Fundraising expenses 0. Total expenses 6,767. DUES/MEMBERSHIPS: Program service expenses 4,297. Management and general expenses 865. Fundraising expenses 299. Total expenses 5,461. Support of Partners: Program service expenses 4,048. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,048. Equipment: Program service expenses 1,755. Management and general expenses 1,522. Fundraising expenses 0. Total expenses 3,277. OFF-SITE STORAGE: Program service expenses 2,195. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,195. Staff Development: Program service expenses 139. Management and general expenses 586. Fundraising expenses 0. Total expenses 725. CONSERVATION: Program service expenses 93. Management and general expenses 0. Fundraising expenses 0. Total expenses 93. Gifts and Entertainment: Program service expenses 0. Management and general expenses 45. Fundraising expenses 0. Total expenses 45. FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR. MHS INC 485 CONGRESS STREET PORTLAND ME 04101 010476908 HOLDS BUILDING USED BY MAINE HISTORICAL SOCIETY ME 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 MHS Inc K 10