2024-02-13T14:18:51-05:00 2023-03-31 030280081 JMM & ASSOCIATES PC 463 MOUNTAIN VIEW DRIVE SUITE 403 COLCHESTER VT 05446 990 2022-04-01 030179436 SHELBURNE MUSEUM INC SHEL 8029853346 6000 SHELBURNE ROAD PO BOX 10 SHELBURNE VT 05482 ERIN MOORE DIRECTOR OF FINANCE 8029853346 2024-02-13 true ERIN MOORE 999009999 false RANDALL L SARGENT CPA P00136499 8026555665 2024-02-13 2022 2023-04-26 12:10:37Z ERIN MOORE 6000 SHELBURNE ROAD PO BOX 10 SHELBURNE VT 05482 21123592 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 21 153 40 57200 22465 8295573 4372291 1028902 1279141 1827297 597781 298012 607580 11449784 6856793 0 0 3840264 4649068 31500 823530 2763176 3185981 6603440 7866549 4846344 -1009756 56455494 52308238 1674270 1605392 54781224 50702846 X TO BROADEN OUR AUDIENCE, ENGAGE THEIR CURIOSITY, ANIMATE THEIR CREATIVITY, AND GIVE THEM AN EXTRAORDINARY, EDUCATIONAL MUSEUM EXPERIENCE. false false 5255373 1279141 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, 2023, THE MUSEUM'S OVERALL VISITORS TOTALED 100,991 INCLUDING 19,957 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 EXHIBITIONS. DURING THE FISCAL YEAR 2023, SHELBURNE MUSEUM PRESENTED A TOTAL OF 5 IN-PERSON EXHIBITIONS THAT WERE OPEN TO THE PUBLIC ALONG WITH 3 ONLINE EXHIBITIONS. IN-PERSON EXHIBITIONS CONSISTED OF BUILT FROM THE EARTH: PUEBLO POTTERY FROM THE ANTHONY AND TERESSA PERRY COLLECTION, OBJECTS OF PLAY: THE WORK OF CAS HOLMAN AND KAREN HEWITT, PET FRIENDLY: THE ART OF STEPHEN HUNECK, POP UP: OUTDOOR INFLATED SCULPTURE, AND RIGHT UNDER YOUR NOSE: CHILDREN'S PRINTED TEXTILES. ONLINE EXHIBITS CONSISTED OF CHILDREN'S PRINTED TEXTILES, STEPHEN HUNECK, AND NATIVE AMERICAN POTTERY. SPECIAL PROGRAMS: DURING THE FISCAL YEAR 2023 IN-PERSON PROGRAMMING CONTINUED TO IMPROVE, BUILDING UPON AND EXPANDING PROGRAMS FROM FISCAL YEAR 2022. 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 4,311 VISITORS, 15 FOOD & BEVERAGE VENDORS, AND 4 LIVE MUSIC PERFORMANCES. IN 2023 SHELBURNE MUSEUM CREATED A NEW PROGRAM, SENSORY FRIENDLY FRIDAYS, 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 40,000 VISITORS IN 2023. 5255373 true true false false false false false true false true true false false false false 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 121 0 153 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 378033 0 30766 LESLIE WRIGHT DIRECTOR OF 40.00 X 107781 0 10883 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 485814 41649 2 false true false NEW ENGLAND HOLIDAY LIGHT COMPANY 209 WEST RIVER ROAD UNIT 5 HOOKSETT NH 03106 LIGHT INSTALL 287327 DOMINION TECH 186 ALLEN BROOK LANE WILLISTON VT 05495 IT 194718 ADJAYE ASSOCIATES 1 LIBERTY PLAZA SUITE 2701 NEW YORK NY 10006 ARCHITECT SVCS 165000 ALLIANCE GROUP PO BOX 666 ESSEX JUNCTION VT 05453 MAINTENANCE 157797 TRANSPORT CONSULTANTS INTERNATIONAL 30 UNION AVENUE SOUTH 2ND FLOOR CRANFORD NJ 07016 SHIPPING 129687 5 275594 149445 333186 3614066 218499 4372291 ADMISSIONS 713990 1279141 1279141 1279141 885556 885556 144929 144929 144929 144929 13558800 13846575 -287775 -287775 -287775 145154 149445 229077 -83923 419398 191147 228251 171051 57200 MISCELLANEOUS 900099 318323 318323 318323 6856793 1307346 57200 1203879 425627 127688 127688 170251 3288680 2350341 725140 213199 115789 98216 16718 855 513810 403593 83336 26881 305162 235266 50754 19142 3966 3966 24800 24800 31500 31500 87725 87725 773426 520193 151156 102077 36945 90 36855 155338 83329 11474 60535 13186 13186 220574 207856 1733 10985 36493 12512 18489 5492 73085 5474 12032 55579 52041 35627 16414 663251 464276 198975 262793 106493 130021 26279 MATERIALS & SUPPLIES 276858 252173 8764 15921 VEHICLE & EQUIPMENT MAINT 139429 117830 9175 12424 MISCELLANEOUS 116093 14078 91502 10513 COLLECTION COSTS 93404 93404 156574 113838 17694 25042 7866549 5255373 1787646 823530 203809 146514 7894 7918 1765894 2634079 19305 497086 191414 192567 110652 91162 30075043 12332092 17832199 17742951 36324327 30995961 56455494 52308238 645686 649066 77977 69934 950607 886392 1674270 1605392 X 31639868 26831804 23141356 23871042 54781224 50702846 56455494 52308238 X -1009756 -3068622 X false true X true false X 6468145 3463647 5927939 8295573 4372291 28527595 6468145 3463647 5927939 8295573 4372291 28527595 5624239 22903356 759615 766916 477272 1159454 1030485 4193742 20888 23623 23465 67976 165683 78818 -9313 105045 318323 658556 33447869 5810109 0.68470 0.68800 X PART II, LINE 10 MISCELLANEOUS INC 658,556 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 36322328 487058 -2470858 3260260 84307 30993961 31319675 5391432 1426951 1725097 90633 36322328 22564996 3596579 7633696 2408655 66941 31319675 26451038 1519786 -1572953 3765254 67621 22564996 26940663 2300292 501964 3220722 71159 26451038 0.36940 0.57060 0.06000 false false 923932 923932 25684307 9948596 15735711 1069995 939646 130349 1740833 1393248 347585 655976 50602 605374 17742951 X 3963564 -3068622 34041 229077 -2805504 6769068 87725 87725 6856793 8041942 34041 229077 263118 7778824 87725 87725 7866549 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 229,077 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EVENT EXPENSES 229,077 false 75TH GALA 221587 145945 75642 62260 61503 50009 ICE BAR 47595 3500 44095 27647 12624 2 25417 25417 3497 7557 3980 294599 149445 145154 65757 96707 66613 229077 -83923 false false false false false false false false false THOMAS DENENBERG EXECUTIVE DIRECTOR 338033 40000 15250 15516 408799 AMBER DEGN SPOUSE 30625 GRANT WRITING false SCHEDULE L, PART V AMBER DEGN IS THE WIFE OF EXECUTIVE DIRECTOR, THOMAS DENENBERG. X 20 218499 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, 2023, THE MUSEUM'S OVERALL VISITORS TOTALED 100,991 INCLUDING 19,957 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 EXHIBITIONS. DURING THE FISCAL YEAR 2023, SHELBURNE MUSEUM PRESENTED A TOTAL OF 5 IN-PERSON EXHIBITIONS THAT WERE OPEN TO THE PUBLIC ALONG WITH 3 ONLINE EXHIBITIONS. IN-PERSON EXHIBITIONS CONSISTED OF BUILT FROM THE EARTH: PUEBLO POTTERY FROM THE ANTHONY AND TERESSA PERRY COLLECTION, OBJECTS OF PLAY: THE WORK OF CAS HOLMAN AND KAREN HEWITT, PET FRIENDLY: THE ART OF STEPHEN HUNECK, POP UP: OUTDOOR INFLATED SCULPTURE, AND RIGHT UNDER YOUR NOSE: CHILDREN'S PRINTED TEXTILES. ONLINE EXHIBITS CONSISTED OF CHILDREN'S PRINTED TEXTILES, STEPHEN HUNECK, AND NATIVE AMERICAN POTTERY. SPECIAL PROGRAMS: DURING THE FISCAL YEAR 2023 IN-PERSON PROGRAMMING CONTINUED TO IMPROVE, BUILDING UPON AND EXPANDING PROGRAMS FROM FISCAL YEAR 2022. 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 4,311 VISITORS, 15 FOOD & BEVERAGE VENDORS, AND 4 LIVE MUSIC PERFORMANCES. IN 2023 SHELBURNE MUSEUM CREATED A NEW PROGRAM, SENSORY FRIENDLY FRIDAYS, 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 40,000 VISITORS IN 2023. 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 BOARD OF TRUSTEES DOES AN ANNUAL REVIEW. PART OF THE REVIEW INCLUDES A SURVEY WITH BOARDSOURCE 360, TRUSTEES AND SENIOR MANAGEMENT CONTRIBUTE TO THE ONLINE REVIEW. THE BOARD ALSO WORKS WITH LEGAL COUNSEL TO DRAFT REVISED EMPLOYMENT AGREEMENT. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 FUNDRAISING EVENT EXPENSES 229,077 FUNDRAISING EVENT EXPENSES -229,077