2025-12-19T15:02:19-06:00 2025-09-30 393647910 WIPFLI ADVISORY LLC 30 LONG CREEK DRIVE SOUTH PORTLAND ME 041062437 990 2024-10-01 010459572 THE ASSOCIATES OF THE OSHER MAP LIBRARY ASSO 2072329498 314 FOREST AVENUE PORTLAND ME 04101 ROBERT DODGE PRESIDENT 2072329498 2025-12-17 1 0 JULIA HOWLAND CPA P01711658 2077745701 2025-12-17 2024 2025-03-06 01:10:19Z X ROBERT DODGE 314 FOREST AVENUE PORTLAND ME 04101 4620893 0 X FRIENDSOFOSHERMAPLIBRARY.ORG X 1990 ME TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE OSHER MAP LIBRARY AND SMITH CENTER FOR CARTOGRAPHIC EDUCATION AND PROMOTE THE EDUCATIONAL AND OUTREACH GOALS OF THE MAP LIBARY. X 7 7 0 7 0 0 668 150 0 0 334822 1796944 0 0 335490 1797094 99868 33832 0 0 0 0 0 0 0 40379 51150 140247 84982 195243 1712112 4355969 0 0 0 4355969 0 TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE OSHER MAP LIBRARY AND SMITH CENTER FOR CARTOGRAPHIC EDUCATION AND PROMOTE THE EDUCATIONAL AND OUTREACH GOALS OF THE MAP LIBRARY. 0 0 33832 33832 0 THE ASSOCIATES HOLD SEMINARS, FIELD TRIPS, AND OTHER FORMAL AND INFORMAL ACTIVITIES TO FURTHER THE OBJECTIVES OF THE MAP LIBRARY. THE ASSOCIATES PUBLISH OCCASIONAL PUBLICATIONS, WHICH INCLUDE EXHIBITION CATALOGS AND MAP REPRODUCTIONS IN POSTER FORM. THE ASSOCIATES PROVIDE GRANTS TO SUPPORT USM FACULTY IN DEVELOPMENT OF COURSE CURRICULA IN MULTIPLE DEPARTMENTS WHICH USE LIBRARY MAPS AS TEACHING MATERIALS. 33832 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 ME X WIPFLI LLP 2075233332 30 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 X ROBERT DODGE PRESIDENT 1.00 X X 0 0 0 GLENN PARKINSON DIRECTOR 1.00 X 0 0 0 ROBERT MACDONALD DIRECTOR 1.00 X 0 0 0 LORI PARKINSON DIRECTOR 1.00 X 0 0 0 JOAN FISCHER DIRECTOR 1.00 X 0 0 0 ED SUSLOVIC DIRECTOR 1.00 X 0 0 0 SALLIE SMITH DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 150 150 69659 69659 4551084 2823799 1727285 1727285 1727285 1797094 0 0 1796944 33832 33832 8468 8468 5749 5749 36849 36849 BANK FEES 84 84 84982 33832 51150 0 39323 0 20024 0 0 0 0 0 0 0 0 0 0 0 4296622 0 0 0 0 0 4355969 0 0 0 X 4355969 0 4355969 0 4355969 0 X 1712112 -1506531 -4561550 X 0 0 0 X X 1 THE OSHER MAP LIBRARY AT UNIVERSITY OF SOUTHER MAINE 016000769 2 1 33832 0 1 33832 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3 - ROLE OF SUPPORTED ORGANIZATIONS ONE OR MORE MEMBERS OF THE OSHER MAP LIBRARY'S (OML) GOVERNING BODY ARE ALSO TRUSTEES OR HOLD IMPORTANT OFFICES IN THE ASSOCIATES OF THE OSHER MAP LIBRARY (ASSOCIATES). BY REASON OF THIS RELATIONSHIP, OML HAS A SIGNIFICANT VOICE IN THE ADOPTED INVESTMENT POLICIES INCLUDING THE SPENDING POLICY OF THE ASSOCIATES. SPENDING FROM INVESTMENTS AND OTHER ASSETS DIRECTLY BENEFIT OML. PART IV, SECTION E, LINE 2A THE ASSOCIATES HOLD SEMINARS, FIELD TRIPS, AND OTHER FORMAL AND INFORMAL ACTIVITIES TO FURTHER THE OBJECTIVES OF THE MAP LIBRARY. THE ASSOCIATES PUBLISH OCCASIONAL PUBLICATIONS, WHICH INCLUDE EXHIBITION CATALOGS AND MAP REPRODUCTIONS IN POSTER FORM. THE SUPPORTED ORGANIZATION, THE OSHER MAP LIBRARY (OML), HAS REPRESENTATION ON THE GOVERNING BOARD OF THE ASSOCIATES OF THE OSHER MAP LIBRARY (THE ASSOCIATES). FURTHER, THE THE ASSOCIATES OFFICERS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH OML OFFICERS. OML HAS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE SUPPORTING ORGANIZATION DUE TO THE PREVIOUSLY DESCRIBED RELATIONSHIPS. SUPPLEMENTAL INFORMATION FOR PART I, LINE 12G OUTLINES THE ACTIVITIES FOR WHICH THE ASSOCIATES PROVIDED SUPPORT TO OML. THIS REPRESENTS 100% OF ALL THE ASSOCIATES PROGRAM EXPENSES AND 75% OF THE ASSOCIATES TOTAL EXPENSES FOR THE YEAR. IN 2014 THERE BEGAN THE PROCESS OF NEGOTIATING A NEW OPERATING AGREEMENT BETWEEN THE UNIVERSITY OF SOUTHERN MAINE AND THE OSHER FAMILY TO CREATE A NEW STRUCTURE FOR THE OSHER MAP LIBRARY AND ITS OPERATION. DURING THE PERIOD OF THIS NEGOTIATION MANY OF THE LIBRARY ACTIVITIES WERE ALSO SLOWED DOWN AND NEW ACTIVITIES WERE PUT ON HOLD. THE OSHER MAP LIBRARY ASSOCIATES PLAYED A KEY ROLE IN THESE NEGOTIATIONS. THEIR ROLE SHIFTED FROM ONE OF FINANCIAL ASSISTANCE TO ONE OF ADVISING THE NEW STRUCTURE AND MANAGING THE NEGOTIATION PROCESS. WITH THE RECENT SIGNING OF THE AGREEMENT THE ASSOCIATES WERE ABLE TO BRING ABOUT AS NEW OPERATING AGREEMENT THAT WILL PUT THE OSHER MAP LIBRARY ON A SOLID OPERATING FOUNDATION FOR YEARS TO COME. PART IV, SECTION E, LINE 2B THE ASSOCIATES WORK CLOSELY WITH OML IN ORDER TO DETERMINE ACTIVITIES WHICH THE OML DEEM APPROPRIATE TO THEIR PROGRAMS. THE ASSOCIATES SUPPORT STAFFING POSITIONS DIRECTED BY OML MANAGEMENT, SUPPORT LECTURES AT OML, SUPPORT PUBLICATIONS AS SUGGESTED BY OML STAFF, AND AID IN THE EXPANSION OF OML'S COLLECTION. 4296623 338513 4583986 51150 3438586 983612 100000 25575 4296623 2977418 492353 31185 3438586 3579200 -568679 33103 2977418 2977771 632399 30970 3579200 1.00000 0.00000 0.00000 0 0 0 PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS THE INVESTMENT ASSETS OF THE ASSOCIATES OF THE OSHER MAP LIBRARY PROVIDE THE FINANCIAL RESOURCES THAT WE USE TO SUPPORT THE OSHER MAP LIBRARY. MOST OF THE LIBRARY'S FUNDING COMES FROM THE UNIVERSITY OF SOUTHERN MAINE. UNIVERSITY BUDGETS CAN BE TIGHT AND CAN BE SLOW MOVING. THE ASSOCIATES ARE ABLE TO SUPPORT PROJECTS THAT MIGHT BE OUTSIDE THE NORMAL ROLE OF THE UNIVERSITY. AN EXAMPLE OF THIS WOULD BE EDUCATIONAL OUTREACH WITH THE K-12 PUBLIC SCHOOL SYSTEMS OF MAINE. WITHIN THIS WILL BE THE CREATION OF LESSON PLANS FOR K-12 AS WELL AS SPONSORING VISITS TO THE MAP LIBRARY. ANOTHER EXAMPLE WOULD BE TO SUPPORT COORDINATION BETWEEN THE MAP LIBRARY AND OTHER CULTURAL INSTITUTIONS IN THE PORTLAND AREA TO PROMOTE VISIBILITY AND UNDERSTANDING OF OUR EFFORTS. DR. OSHER BELIEVES THAT MAPS ARE POWERFUL EDUCATIONAL TOOLS AND WE WORK TO PROMOTE THAT CONCEPT WITHIN AND OUTSIDE OF THE UNIVERSITY OF SOUTHERN MAINE. 0 THE OSHER MAP LIBRARY AT USM PO BOX 9301 PORTLAND ME 04104 016000769 501(C)(3) 33832 0 SUPPORT 1 CASH AND INVESTMENTS 2025-07-15 4561550 INVESTMENT FMV 843918658 USM OSHER MAP LIBRARY FOUNDATION PO BOX 9300 PORTLAND ME 04104 501(C((3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: ROBERT DODGE, ROBERT MACDONALD, JOAN FISCHER PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THREE MEMBERS OF THE USM OSHER LIBRARY FOUNDATION GOVERNING BODY ARE ALSO TRUSTEES OF THE ASSOCIATES OF THE OSHER MAP LIBRARY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED, SIGNED, AND FILED BY THE PRESIDENT OF THE ASSOCIATES. THE PRESIDENT KEEPS THE BOARD INFORMED OF THE FILING STATUS OF THE FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATES MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER TO USM OSHER MAP LIBRARY FOUNDATION, EIN 84-3918658 -4,561,550. THE OSHER MAP LIBRARY AT USM PO BOX 9301 PORTLAND ME 04104 016000769 EDUCATION ME 501(C)(3) LINE 5 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R - ADDITIONAL INFORMATION THE ASSOCIATES ARE A SUPPORTING ORGANIZATION OF THE LIBRARY (SUPPORTED ORGANIZATION). THE ASSOCIATES PROVIDE NEEDED SUPPORT TO OML IN THE FORM OF EDUCATIONAL PUBLIC EVENTS, SUPPORT OF OML STAFF, AND ADVERTISING INCLUDING PRINTING AND PUBLICATION OF WRITTEN MATERIALS. IN ADDITION, THE ASSOCIATES HAD PAID EMPLOYEES THAT WORKED IN THE LIBRARY TO AID IN COLLECTION ENHANCEMENTS.