2025-02-14T14:13:51-05:00 2024-03-31 030280081 JMM & ASSOCIATES PC 463 MOUNTAIN VIEW DR STE 403 COLCHESTER VT 05446 990 2023-04-01 030179436 SHELBURNE MUSEUM INC SHEL 8029853346 6000 SHELBURNE ROAD PO BOX 10 SHELBURNE VT 05482 ERIN MOORE DIRECTOR OF FINANCE 8029853346 2025-02-11 true false RANDALL L SARGENT CPA P00136499 8026555665 2025-02-14 2023 2025-03-06 01:10:19Z ERIN MOORE 6000 SHELBURNE ROAD PO BOX 10 SHELBURNE VT 05482 16041937 false X WWW.SHELBURNEMUSEUM.ORG X 1947 VT TO BROADEN OUR AUDIENCE, ENGAGE THEIR CURIOSITY, ANIMATE THEIR CREATIVITY, AND GIVE THEM AN EXTRAORDINARY, EDUCATIONAL MUSEUM EXPERIENCE. 21 21 184 40 67572 7346 4372291 2498021 1279141 1574120 597781 416122 607580 663206 6856793 5151469 0 0 4649068 5133543 31500 48006 849908 3185981 3796266 7866549 8977815 -1009756 -3826346 52308238 52000767 1605392 1480570 50702846 50520197 X TO BROADEN OUR AUDIENCE, ENGAGE THEIR CURIOSITY, ANIMATE THEIR CREATIVITY, AND GIVE THEM AN EXTRAORDINARY, EDUCATIONAL MUSEUM EXPERIENCE. false false 5660737 1574120 OPERATION OF A MUSEUM OF ART AND AMERICANA INCLUDING IMPRESSIONIST PAINTINGS, FOLK ART, QUILTS, TEXTILES, DECORATIVE ARTS, FURNITURE, AMERICAN PAINTINGS AND 17TH TO 20TH CENTURY ARTIFACTS. DURING THE YEAR ENDED MARCH 31, 2024, THE MUSEUM'S OVERALL VISITORS TOTALED 121,690 INCLUDING 22,052 SCHOOL-AGED CHILDREN. SPECIAL EXHIBITIONS INCLUDED: SHELBURNE MUSEUM ORGANIZES AND PRESENTS EXHIBITIONS AND PROGRAMS FOR THE ENRICHMENT OF THE COMMUNITY. EACH YEAR THE MUSEUM PRESENTS APPROXIMATELY TEN TO TWELVE ROTATING AND PERMANENT EXHIBITIONS. DURING THE FISCAL YEAR 2024, SHELBURNE MUSEUM PRESENTED THE FOLLOWING ROTATING EXHIBITIONS: ALL ABOARD THE RAILROAD IN AMERICAN ART, 1840 - 1955, NEW ENGLAND NOW: STRANGE STATES, LORNA MCMASTER: STEWARDING A SEED COLLECTION, UPSTREAM WITH OGDEN PLEISSNER, A GRAND SPECTABLE IN THE GREAT OUTDOORS: ELLIOT FENANDER'S CIRCUS PHOTOGRAPHY, CONFECTED BORROWED & BLUE: TRANSFERWARE BY PAUL SCOTT, BIANCE BECK: OUTDOOR SCULPTURES. SPECIAL PROGRAMS: DURING THE FISCAL YEAR 2024 IN-PERSON PROGRAMMING CONTINUED TO IMPROVE, BUILDING UPON AND EXPANDING PROGRAMS FROM FISCAL YEAR 2023. SHELBURNE MUSEUM HOSTED PROGRAMS FOR THE VISUALLY IMPARIED AND THOSE WITH ALZHEIMER'S DISEASE AND DEMENTIA; SCHOOL PARTNERSHIPS WITH PUBLIC ELEMENTARY, MIDDLE, AND HIGH SCHOOLS; SUMMER CAMPS THAT SPECIALIZED IN ART PROGRAMMING SUCH AS KNITTING AND PRINT MAKING; YOGA CLASSES IN PARTNERSHIP WITH A LOCAL STUDIO; ONGOING WEBINARS REGARDING CONSERVATION EFFORTS; AND SCHOOL PROGRAMS FOR STUDENTS PRE-K THROUGH COLLEGE, INCLUDING UNDERWRITING OF ADMISSION AND TRANSPORTATION COSTS FOR SCHOOLS WITH HIGH PERCENTAGES (50% OR MORE) OF STUDENTS ON FREE AND REDUCED LUNCH. SHELBURNE MUSEUM CONTINUED TO HOST FREE FIRST FRIDAYS, WHICH PROVIDES FREE ADMISSION TO THE PUBLIC AFTER 3PM ON THE FIRST FRIDAY OF EVERY MONTH DURING THE SEASON. THIS PROGRAM WELCOMED A TOTAL OF 3,799 VISITORS, 15 FOOD & BEVERAGE VENDORS, AND 4 LIVE MUSIC PERFORMANCES. IN 2024 SHELBURNE MUSEUM CONTINUED OFFERING SENSORY FRIENDLY FRIDAYS/TIMES, TO ALLOW CHILDREN AND ADULTS WITH SENSORY PROCESSING DIFFERENCES TIME TO VIEW SPECIAL EXHIBITIONS IN A LIGHT AND SOUND ADJUSTED ENVIRONMENT. SHELBURNE MUSEUM PLANS TO EXPAND THIS INITIATIVE IN THE COMING YEARS. IN ADDITION, SHELBURNE MUSEUM CONTINUED THE WINTER LIGHTS PROGRAMMING, WHICH IS AN OUTDOOR LIGHTSHOW & EXPERIENCE THAT RUNS FROM LATE NOVEMBER THROUGH JANUARY 1ST. THIS EVENT ALLOWS US TO ENGAGE WITH OUR COMMUNITY MEMBERS DURING THE WINTER MONTHS. WINTER LIGHTS PROVED TO BE AN INCREDIBLY SUCCESSFUL PROGRAM, WELCOMING OVER 48,000 VISITORS IN 2024. 5660737 true true false false false false false true false true true false false false true true true false false false false false false true true false false false false true false false false false false false true false true false false false false false false false false true 80 0 184 true true true false false false false true true false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true false false VT X X ERIN MOORE 8029853346 6000 SHELBURNE ROAD PO BOX 10 SHELBURNE VT 05482 THOMAS DENENBERG EXECUTIVE DI 40.00 X 329697 0 33693 ERIN MOORE DIRECTOR OF 40.00 X 116279 0 23167 LESLIE WRIGHT DIRECTOR OF 40.00 X 106682 0 11451 SCOTT WISE CHAIR 5.00 X X 0 0 0 MARNA DAVIS VICE CHAIR 5.00 X X 0 0 0 BAMBI PUTNAM VICE CHAIR 5.00 X X 0 0 0 CHRISTINE STILLER VICE CHAIR 5.00 X X 0 0 0 PETER GRAHAM PRESIDENT 5.00 X X 0 0 0 DIANNE PHILLIPS AVLON VICE PRESIDE 5.00 X X 0 0 0 SUSAN SIM TREASURER 5.00 X X 0 0 0 ALICE FRELINGHUYSEN SECRETARY 5.00 X X 0 0 0 MATTHEW BAIRD TRUSTEE 5.00 X 0 0 0 SANDRA BERBECO TRUSTEE 5.00 X 0 0 0 ANDREA BERGSTEIN TRUSTEE 5.00 X 0 0 0 CHRISTOPHER DAVIS TRUSTEE 5.00 X 0 0 0 CHARLES GRANQUIST TRUSTEE 5.00 X 0 0 0 ELIZABETH HUMMER TRUSTEE 5.00 X 0 0 0 CHRISTOPHER KUENNE TRUSTEE 5.00 X 0 0 0 PETER MARTIN TRUSTEE 5.00 X 0 0 0 ANNE MASSEY TRUSTEE 5.00 X 0 0 0 ERIC MILLER TRUSTEE 5.00 X 0 0 0 LISA PIZZAGALLI TRUSTEE 5.00 X 0 0 0 ALICE SPENCER TRUSTEE 5.00 X 0 0 0 THOMAS SULLIVAN TRUSTEE 5.00 X 0 0 0 552658 68311 3 false true false NEW ENGLAND HOLIDAY LIGHT COMPANY 209 WEST RIVER ROAD UNIT 5 HOOKSETT NH 03106 LIGHT INSTALL 307612 DOMINION TECH 186 ALLEN BROOK LANE WILLISTON VT 05495 IT 240171 ANNUM ARCHITECTS 40 BROAD STREET UNIT 102 BOSTON MA 02109 ARCHITECT SVCS 178690 ALLIANCE GROUP PO BOX 666 ESSEX JUNCTION VT 05453 MAINTENANCE 120007 4 277870 28630 48134 2143387 198907 2498021 ADMISSIONS 713990 1574120 1574120 1574120 752617 752617 183595 183595 183595 183595 10192733 10529228 -336495 -336495 -336495 104805 28630 121951 -17146 12373 1313 11060 11060 495545 237976 257569 189997 67572 MISCELLANEOUS 900099 225855 225855 SALE OF COLLECTION ITEMS 2273 2273 228128 5151469 1624550 67572 978472 X 371590 111477 111477 148636 3749646 2644813 908468 196365 117448 93847 23064 537 534316 401303 110253 22760 360543 265576 75478 19489 14432 14432 20500 20500 48006 48006 78770 78770 1118457 637329 329391 151737 42027 1602 40425 96132 11159 35107 49866 14932 4746 10186 282250 275032 7218 91345 54276 20854 16215 79820 9410 27898 42512 48551 33187 15364 661213 462849 198364 258333 35966 196534 25833 MISCELLANEOUS 298502 38745 216085 43672 VEHICLE & EQUIPMENT MAINT 197446 183983 10359 3104 MATERIALS & SUPPLIES 183245 162321 14611 6313 CREDIT CARD CHARGES 94792 80246 14546 215519 154472 41155 19892 8977815 5660737 2467170 849908 146514 131876 7918 7926 2634079 1851062 497086 145129 192567 201205 91162 264933 30526246 12993305 17742951 17532941 30995961 31865695 52308238 52000767 475456 417605 69934 97456 886392 820399 173610 145110 1605392 1480570 X 26831804 24508568 23871042 26011629 50702846 50520197 52308238 52000767 X -3826346 3643697 X false true X true false X 3463647 5927939 8295573 4372291 2498021 24557471 3463647 5927939 8295573 4372291 2498021 24557471 4532742 20024729 766916 477272 1159454 1030485 936212 4370339 23623 23465 8346 55434 78818 -9313 105045 318323 228128 721001 29704245 6246843 0.67410 0.68500 X PART II, LINE 10 MISCELLANEOUS INC 721,001 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 30993961 378743 4046505 3476744 78770 31863695 36322328 487058 -2470858 3260260 84307 30993961 31319675 5391432 1426951 1725097 90633 36322328 22564996 3596579 7633696 2408655 66941 31319675 26451038 1519786 -1572953 3765254 67621 22564996 0.32270 0.61890 0.05840 false false 923932 923932 26135744 10534480 15601264 1069995 953226 116769 1830632 1418863 411769 565943 86736 479207 17532941 CHARITABLE GIFT ANNUITY PAYABLE 145110 145110 X 8845652 3643697 5992 123264 3772953 5072699 78770 78770 5151469 9028301 5992 123264 129256 8899045 78770 78770 8977815 SCHEDULE D, PAGE 1, PART III, LINE 1A THE MUSEUM'S COLLECTION CONSISTS OF FINE ART, FOLK ART, DECORATIVE ART, FURNITURE, TEXTILES, HISTORIC BUILDINGS, TOOLS, TOYS, TRANSPORTATION VEHICLES, AND HISTORICAL ARTIFACTS. THE COLLECTION IS MAINTAINED UNDER THE CARE OF THE COLLECTIONS DEPARTMENT STAFF AND IS HELD FOR RESEARCH, EDUCATION AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. AS A MATTER OF POLICY, PROCEEDS FROM SALES OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. IN 2015, THE MUSEUM CHANGED ITS POLICY REGARDING THE ACCOUNTING FOR COLLECTION ITEMS. UNDER THE POLICY, THE MUSEUM DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS IN THE STATEMENTS OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENTS OF ACTIVITIES. SINCE ITEMS ACQUIRED FOR THE COLLECTION BY PURCHASE ARE NOT CAPITALIZED, THE COSTS OF THESE ACQUISITIONS ARE REPORTED AS DECREASES IN NET ASSETS IN THE STATEMENTS OF ACTIVITIES. SCHEDULE D, PAGE 2, PART V, LINE 4 THE MUSEUM'S ENDOWMENT INCLUDES BOTH BOARD DESIGNATED FUNDS AND DONOR DESIGNATED FUNDS. THE FOLLOWING SEPARATE PURPOSE FUNDS ARE MAINTAINED: BOARD DESIGNATED COLLECTIONS CARE ENDOWMENT EXPENDABLE ONLY FOR THE CARE AND MAINTENANCE OF THE COLLECTIONS AND THE GENERAL OPERATING ENDOWMENT TO SUPPORT MUSEUM GENERAL OPERATIONS; AND THE AMERICAN PAINTINGS FUND TO ENABLE ACQUISTIONS OF AMERICAN PAINTINGS AND COVER EXHIBITION COSTS. THE DONOR DESIGNATED FUNDS ARE: THE BRICK HOUSE FUND, FOR THE CARE AND MAINTENANCE OF THE MUSEUM FOUNDERS' HOME; TWO TICONDEROGA ENDOWMENTS FOR THE CARE AND MAINTENANCE OF OUR NATIONAL HISTORIC LANDMARK; GROUNDS AND GARDENS ENDOWMENT FOR THE CARE AND MAINTENANCE OF OUR LANDSCAPING AND GARDENS; ENDOWED POSITIONS AT THE DIRECTORIAL, CURATORIAL AND EDUCATIONAL LEVEL. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EVENT EXPENSES 123,264 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EVENT EXPENSES 123,264 false DINNER BY THE L 65300 14900 50400 22989 37926 15002 ICE BAR 59410 13730 45680 18505 14246 1 8725 8725 3917 6897 2469 133435 28630 104805 26906 63328 31717 121951 -17146 false false false false false false false false false THOMAS DENENBERG EXECUTIVE DIRECTOR 329697 16800 16893 363390 AMBER DEGN SPOUSE 58631 GRANT WRITING false SCHEDULE L, PART V AMBER DEGN IS THE WIFE OF EXECUTIVE DIRECTOR, THOMAS DENENBERG. X 20 198907 FAIR MARKET VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE MUSEUM CONTRACTS WITH LOCAL AUCTIONEERS TO SELL BEQUEATHED OR DONATED ITEMS THAT ARE NOT ACCESSIONED INTO COLLECTIONS OR USED IN OPERATIONS. THE MUSEUM MAINTAINS AN ACCOUNT AT MORGAN STANLEY FOR THE TRANSFER OF PUBLICLY TRADED SECURITIES. THE ARRANGEMENT IS THAT ALL SECURITIES SO TRANSFERRED ARE SOLD IMMEDIATELY FOLLOWING RECEIPT. FORM 990, PAGE 2, PART III, LINE 4A OPERATION OF A MUSEUM OF ART AND AMERICANA INCLUDING IMPRESSIONIST PAINTINGS, FOLK ART, QUILTS, TEXTILES, DECORATIVE ARTS, FURNITURE, AMERICAN PAINTINGS AND 17TH TO 20TH CENTURY ARTIFACTS. DURING THE YEAR ENDED MARCH 31, 2024, THE MUSEUM'S OVERALL VISITORS TOTALED 121,690 INCLUDING 22,052 SCHOOL-AGED CHILDREN. SPECIAL EXHIBITIONS INCLUDED: SHELBURNE MUSEUM ORGANIZES AND PRESENTS EXHIBITIONS AND PROGRAMS FOR THE ENRICHMENT OF THE COMMUNITY. EACH YEAR THE MUSEUM PRESENTS APPROXIMATELY TEN TO TWELVE ROTATING AND PERMANENT EXHIBITIONS. DURING THE FISCAL YEAR 2024, SHELBURNE MUSEUM PRESENTED THE FOLLOWING ROTATING EXHIBITIONS: ALL ABOARD THE RAILROAD IN AMERICAN ART, 1840 - 1955, NEW ENGLAND NOW: STRANGE STATES, LORNA MCMASTER: STEWARDING A SEED COLLECTION, UPSTREAM WITH OGDEN PLEISSNER, A GRAND SPECTABLE IN THE GREAT OUTDOORS: ELLIOT FENANDER'S CIRCUS PHOTOGRAPHY, CONFECTED BORROWED & BLUE: TRANSFERWARE BY PAUL SCOTT, BIANCE BECK: OUTDOOR SCULPTURES. SPECIAL PROGRAMS: DURING THE FISCAL YEAR 2024 IN-PERSON PROGRAMMING CONTINUED TO IMPROVE, BUILDING UPON AND EXPANDING PROGRAMS FROM FISCAL YEAR 2023. SHELBURNE MUSEUM HOSTED PROGRAMS FOR THE VISUALLY IMPARIED AND THOSE WITH ALZHEIMER'S DISEASE AND DEMENTIA; SCHOOL PARTNERSHIPS WITH PUBLIC ELEMENTARY, MIDDLE, AND HIGH SCHOOLS; SUMMER CAMPS THAT SPECIALIZED IN ART PROGRAMMING SUCH AS KNITTING AND PRINT MAKING; YOGA CLASSES IN PARTNERSHIP WITH A LOCAL STUDIO; ONGOING WEBINARS REGARDING CONSERVATION EFFORTS; AND SCHOOL PROGRAMS FOR STUDENTS PRE-K THROUGH COLLEGE, INCLUDING UNDERWRITING OF ADMISSION AND TRANSPORTATION COSTS FOR SCHOOLS WITH HIGH PERCENTAGES (50% OR MORE) OF STUDENTS ON FREE AND REDUCED LUNCH. SHELBURNE MUSEUM CONTINUED TO HOST FREE FIRST FRIDAYS, WHICH PROVIDES FREE ADMISSION TO THE PUBLIC AFTER 3PM ON THE FIRST FRIDAY OF EVERY MONTH DURING THE SEASON. THIS PROGRAM WELCOMED A TOTAL OF 3,799 VISITORS, 15 FOOD & BEVERAGE VENDORS, AND 4 LIVE MUSIC PERFORMANCES. IN 2024 SHELBURNE MUSEUM CONTINUED OFFERING SENSORY FRIENDLY FRIDAYS/TIMES, TO ALLOW CHILDREN AND ADULTS WITH SENSORY PROCESSING DIFFERENCES TIME TO VIEW SPECIAL EXHIBITIONS IN A LIGHT AND SOUND ADJUSTED ENVIRONMENT. SHELBURNE MUSEUM PLANS TO EXPAND THIS INITIATIVE IN THE COMING YEARS. IN ADDITION, SHELBURNE MUSEUM CONTINUED THE WINTER LIGHTS PROGRAMMING, WHICH IS AN OUTDOOR LIGHTSHOW & EXPERIENCE THAT RUNS FROM LATE NOVEMBER THROUGH JANUARY 1ST. THIS EVENT ALLOWS US TO ENGAGE WITH OUR COMMUNITY MEMBERS DURING THE WINTER MONTHS. WINTER LIGHTS PROVED TO BE AN INCREDIBLY SUCCESSFUL PROGRAM, WELCOMING OVER 48,000 VISITORS IN 2024. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PREPARED AND THEN SENT TO THE DIRECTOR AND THE SUSTAINABILITY COMMITTEE FOR REVIEW BEFORE FILING THE FORM. FORM 990, PAGE 6, PART VI, LINE 12C ALL TRUSTEES ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY AND SIGN DISCLOSURE FORMS ANNUALLY. MEMBERS REGULARLY EXCUSE THEMSELVES FROM VOTES WHEN THERE IS A CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A THE DIRECTOR/CEO GENERATES AN ANNUAL CONTRACT WITH AN INDEPENDENT LEGAL FIRM TO RENEGOTIATE THEIR COMPENSATION AND BENEFITS PACKAGE. THIS CONTRACT IS THEN PROVIDED TO THE BOARD FOR REVIEW, VOTED ON, AND APPROVAL IS NEEDED BEFORE IT CAN GO INTO EFFECT. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES 637,329 329,391 151,737 FORM 990, PART XI, LINE 9 FUNDRAISING EVENT EXPENSES 123,264 FUNDRAISING EVENT EXPENSES -123,264