2025-03-31T09:48:41-05:00 2024-06-30 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990 2023-07-01 010211530 MAINE HISTORICAL SOCIETY MAIN 2077741822 489 CONGRESS STREET PORTLAND ME 04101 STEPHEN BROMAGE EXECUTIVE DIRECTOR 2077741822 2025-03-28 1 0 David J Shorette CPA P00086553 2077753496 2023 2025-03-06 01:10:19Z STEPHEN BROMAGE 489 CONGRESS STREET PORTLAND ME 04101 8105951 0 X WWW.MAINEHISTORY.ORG X 1822 ME Preserve and share Maine's story. 25 25 38 29 0 0 1320676 2244757 375982 177583 -154692 202697 221823 263685 1763789 2888722 0 0 0 0 1464173 1622338 0 0 308552 1260668 1341729 2724841 2964067 -961052 -75345 14627996 14958358 1745642 1680349 12882354 13278009 X Maine Historical Society's mission is to preserve and share Maine's story. MHS's core program areas include the Brown Research Library, the MHS Museum which includes the Wadsworth-Longfellow House (1785-6), a National Historic Landmark, and the Maine Memory Network (www.mainememory.net), our nationally-recognized digital platform which supports the participation and contribution of 300+ partners across Maine and beyond. 0 0 1044320 154324 The MHS Museum offers (i) tours of the Wadsworth-Longfellow House and (ii) changing exhibitions and public programs that use Maine history to provide information, context, and perspective for issues of contemporary interest. Recent major initiatives explored immigration, veterans' issues, Maine's food heritage, evolving paper industry, music, clothing, and 13,000 years of Wabanaki presence and stewardship, how Maine fits into the national dialogue on race, and the importance of the environment in Maine's identity and way of life. Each initiative includes an exhibition, digital resources, public programs delivered via Zoom, and educational resources that support remote learning. All are available online. MHS also provides extensive education programs at its museum and through Maine Memory Network. 1012344 23259 The Brown Research Library provides access to the most comprehensive collection of archival material related to Maine history, and serves researchers, scholars, educators, students, genealogists, the general public, and professionals from many fields. The MHS collection includes archival, library, and special collections that document Maine, New England, and U.S. history and genealogy. Strengths include maps and treaties which illustrate the shared Wabanaki and colonial experience; European exploration, settlement, and land-use; personal, business, and organizational records that document Maine's economic, religious, social, and political history; family history collections; Maine's participation in national and international events; natural resources, maritime history, and social reform movements; and exceptional photography, map, newspaper, architecture, and engineering records. MHS also supports extensive scholarly and publishing activities. This includes publishing the journal Maine History in partnership with the History Department at the University of Maine, and regularly hosting fellowships and scholarly forums. 2056664 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 12 0 1 38 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 1 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 Peter Merrill Chair 6.00 X X 0 0 0 Michael Bourque 1st Vice Chair 6.00 X X 0 0 0 Drew Swenson 2nd Vice Chair 6.00 X X 0 0 0 Natalie Solotoff Treasurer 6.00 X X 0 0 0 Bob Greene Secretary 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 Elizabeth Christensen 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 Robin Lapoint Board Member 6.00 X 0 0 0 Julia Munsey Board Member 6.00 X 0 0 0 Robert Peacock Board Member 6.00 X 0 0 0 Thomas Platz Board Member 6.00 X 0 0 0 Darren Ranco Board Member 6.00 X 0 0 0 Mark Reynolds Board Member 6.00 X 0 0 0 Tamara Risser Board Member 6.00 X 0 0 0 Susan Rouillard Board Member 6.00 X 0 0 0 Stephen Sears Board Member 6.00 X 0 0 0 Laura F Sprague 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 40.00 X 140707 0 9204 140707 0 9204 1 0 0 0 0 123055 51860 571589 1498253 2244757 HOUSE & MUSEUM ADMISSIO 900099 91184 91184 GIFT SHOP SALES 900099 63140 63140 PROGRAM SERVICES 900099 23259 23259 177583 339051 339051 263685 0 263685 263685 263685 5036260 5172614 -136354 -136354 -136354 44615 51860 44615 0 2888722 177583 0 466382 X 140707 102969 19261 18477 1237900 905891 169451 162558 140419 84549 27427 28443 103312 75603 14142 13567 118658 63748 44418 10492 7582 7582 52851 8845 34685 9321 4985 3908 1077 71030 40962 30068 365878 310996 54882 57652 6729 50923 Utilities 106308 61850 44458 Maintenance Services 101975 59390 42585 Special Purpose 69920 69920 Cost of Goods Sold/ Gif 61614 61614 0 0 323276 199690 65474 58112 2964067 2056664 598851 308552 64647 270590 23554 227111 3541 6190 47218 22998 10758198 6320628 4744114 4437570 9659327 9905053 85595 88846 14627996 14958358 92720 104252 1630752 1554243 22170 21854 1745642 1680349 X 10769031 10129035 2113323 3148974 12882354 13278009 14627996 14958358 -75345 471000 0 X X 0 1 X 1 0 X 802261 1304997 5694319 1472339 2193347 11467263 802261 1304997 5694319 1472339 2193347 11467263 11467263 297838 279973 470248 408479 602736 2059274 13526537 0.84780 0.85240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 4624370 118470 571562 301289 5013113 5189545 329260 886146 8289 4624370 6231618 -660155 372223 9695 5189545 4941708 1392370 93703 8757 6231618 5092652 235539 376663 9820 4941708 0.78474 0.12181 0.09345 0 0 168300 168300 9924245 5723590 4200655 665653 597038 68615 4437570 Lease Deposits 12186 Annuity Payment Liability 9668 21854 X 3404337 471000 44615 515615 2888722 0 2888722 3020933 56866 56866 2964067 0 2964067 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 44,615. Part XII, Line 2d - Other Adjustments: Fundraising Expenses Netted with Revenue 44,615. Expenses of related organization on consolidated financials 12,251. Maine History Maker 96025 51860 44165 16595 2269 25002 Beer in the Garden 450 0 450 269 480 96475 51860 44615 16864 2269 25482 44615 0 Form 990, Part VI, Section A, line 4 At its April 2024 meeting, the MHS Board of Trustees adopted revised Bylaws that (i) transferred election of Trustees from the Members of Maine Historical Society to the Board of Trustees, and (ii) authorized electronic participation and voting by the Board of Trustees. Form 990, Part VI, Section A, line 6 The society offers membership, for an annual membership fee, to the general public which come with certain benefits and rights. Form 990, Part VI, Section A, line 7a Members of the MHS Board of Trustees are elected to the Board of Trustees by the Board of Trustees on an annual basis. Trustees serve three-year terms and may serve up to three consecutive three-year terms. The Governance Committee receives, reviews, and nominates candidates to the Board of Trustees for election. Form 990, Part VI, Section B, line 11b The Director of Finance and the Treasurer review the return and present it to the Board of Trustees for approval prior to filing. Form 990, Part VI, Section B, line 12c Conflict of interest policy 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 survey. 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 Other Expenses: Program service expenses 43,287. Management and general expenses 10,285. Fundraising expenses 619. Total expenses 54,191. Photography: Program service expenses 23,088. Management and general expenses 4,200. Fundraising expenses 19,747. Total expenses 47,035. Moving Expenses: Program service expenses 31,958. Management and general expenses 0. Fundraising expenses 0. Total expenses 31,958. Gifts and Entertainment: Program service expenses 1,397. Management and general expenses 3,129. Fundraising expenses 22,895. Total expenses 27,421. Supplies: Program service expenses 16,934. Management and general expenses 4,414. Fundraising expenses 4,342. Total expenses 25,690. Exhibit Expenses: Program service expenses 24,397. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,397. Telephone: Program service expenses 13,876. Management and general expenses 10,017. Fundraising expenses 0. Total expenses 23,893. Application & Website Subscription: Program service expenses 12,125. Management and general expenses 3,609. Fundraising expenses 6,520. Total expenses 22,254. JANITORIAL SERVICE/ SUPPLIES: Program service expenses 9,908. Management and general expenses 7,122. Fundraising expenses 0. Total expenses 17,030. Postage: Program service expenses 9,581. Management and general expenses 4,762. Fundraising expenses 0. Total expenses 14,343. Bank Fees: Program service expenses 1,714. Management and general expenses 9,760. Fundraising expenses 0. Total expenses 11,474. Security: Program service expenses 3,621. Management and general expenses 2,603. Fundraising expenses 0. Total expenses 6,224. Staff Development: Program service expenses 2,529. Management and general expenses 1,800. Fundraising expenses 1,797. Total expenses 6,126. DUES/MEMBERSHIPS: Program service expenses 2,711. Management and general expenses 1,571. Fundraising expenses 740. Total expenses 5,022. Program Expenses: Program service expenses 1,980. Management and general expenses 0. Fundraising expenses 992. Total expenses 2,972. Equipment: Program service expenses 172. Management and general expenses 1,652. Fundraising expenses 0. Total expenses 1,824. Permits and Fees: Program service expenses 0. Management and general expenses 550. Fundraising expenses 0. Total expenses 550. Bad Debt Expense: Program service expenses 0. Management and general expenses 0. Fundraising expenses 460. Total expenses 460. Conservation: Program service expenses 297. Management and general expenses 0. Fundraising expenses 0. Total expenses 297. Collections Purchased: Program service expenses 115. Management and general expenses 0. Fundraising expenses 0. Total expenses 115. 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