2026-03-03T06:36:36-06:00 2025-06-30 050519852 WESTMINSTER ADVISORY GROUP CPA'S 117 METRO CENTER BLVD 2001 WARWICK RI 02886 990 2024-07-01 050259005 MEMORIAL AND LIBRARY ASSOCIATION OF WESTERLY MEMO 4015962877 44 BROAD STREET WESTERLY RI 02891 BRIGITTE HOPKINS EXECUTIVE DIRECTOR 4015962877 2026-02-26 1 1 DEANA M FILIPPELLI CPA P00492892 4017322501 2026-02-26 2024 2025-03-06 01:10:19Z BRIGITTE HOPKINS 44 BROAD STREET WESTERLY RI 02891 3262726 0 X WWW.WESTERLYLIBRARY.ORG X 1892 RI TO MAINTAIN THE WESTERLY LIBRARY, HOXIE GALLERY AND WILCOX PARK, A 15 ACRE ARBORETUM. 16 16 48 0 0 0 1880580 1588401 9557 10760 1968692 1059976 119591 74884 3978420 2734021 0 0 0 0 1840828 1925619 0 0 322311 1375368 1412654 3216196 3338273 762224 -604252 44405100 46850168 999156 619477 43405944 46230691 X TO STRENGTHEN COMMUNITY AND ENRICH LIVES BY STIMULATING INTELLECT AND SPARKING IMAGINATION THROUGH ACCESS TO LITERATURE, INFORMATION, TECHNOLOGY, NATURE, AND THE ARTS. 0 0 2486989 19663 LIBRARY - THE LIBRARY PROVIDES ESSENTIAL RESOURCES,SERVICES AND PROGRAMS THAT ENRICH THE LIVES OF ALL ITS PATRONS; CHILDREN OF ALL AGES ARE WELCOME,& INTRODUCED TO THE MAGIC OF READING; IT IS A CENTER FOR CIVIC PRIDE & COMMUNITY; IT IS A THRIVING, BUSY, WARM, BEAUTIFUL, & WELCOMING PLACE. WE HAVE 11,916 PATRONS WITH ACTIVE LIBRARY CARDS & THOUSANDS OF OTHERS WHO TAKE ADVANTAGE OF OUR FREE OFFERINGS, NO CARDS REQUIRED. OUR TOTAL CIRCULATION LAST YEAR, INCLUDING EZONE BOOKS, WAS 310,828 ITEMS,WE HAD 13,103 COMPUTER USERS & 37,860 WIRELESS SESSIONS. WE ARE PART OF A LIBRARY CONSORTIUM, SHARING DIGITAL MATERIALS AND A PATRON CATALOGING AND CIRCULATION DATABASE. WE ARE ALSO PART OF THE LIBRARY OF RI NETWORK MATERIAL LENDING, AND ASK RI SUBSCRIPTION DATABASES. WE PROVIDE EBOOKS AND RESEARCH HELP,TECHNOLOGY ASSISTANCE,ACCESS TO THE INTERNET,A LIBRARY OF THINGS AND A WCAG 2.0 AA COMPLIANT WEBSITE THAT SERVES AS OUR VIRTUAL SELF AND PRIMARY MEDIA INTERFACE. WILCOX PARK - WILCOX PARK IS A NATIONALLY SIGNIFICANT ARBORETUM AND DESIGNED LANDSCAPE, AND ONE OF THE CORNERSTONES FOR OUR SENSE OF PLACE IN THE REGION. IT IS A BEAUTIFUL, PRIVATE PARK THAT ALSO SERVES AS AN OUTDOOR COMMUNITY SPACE. THE ASSOCIATION MAINTAINS AND PRESERVES THIS HISTORIC RESOURCE AND, THROUGH THAT, IN KEEPING DOWNTOWN WESTERLY LOOKING BEAUTIFUL AND WELL-MAINTAINED. THE PARK CONTAINS VARIOUS EDUCAITONAL GARDENS, MONUMENTS, CHAMPION TREES AND A COTTAGE THAT HOSTS SEVERAL ARTIST-IN-RESIDENCE THROUGHOUT THE YEAR. THE PARK'S EDUCATIONAL POTENTIAL IS REALIZED THROUGH PROGRAMS THAT PROMOTE A VARIETY OF THINGS INCLUDING ENVIRONMENTAL AWARENESS, WELLNESS, AND COMMUNITY. PROGRAMS INCLUDE THE ANNUAL GARDEN MARKET FAIR, THE VIRTU ART FESTIVAL WHICH SHOWCASES THE WORK OF 200 ARTISTS, THE SUMMER POPS CONCERT BY THE CHORUS OF WESTERLY, AND THE ANNUAL THEATER IN THE PARK PRODUCTIONS. BUILDING - THE BUILDING THAT HOUSES WESTERLY LIBRARY IS ONE OF THE MOST SIGNIFICANT STRUCTURES IN THE WILCOX PARK HISTORIC DISTRICT. ITS CIVIL WAR MEMORIAL IS ONE OF THE GREAT LANDMARKS IN RHODE ISLAND, AND A STRONG EXAMPLE OF THE VISION AMERICA HAD FOR THE IMPORTANT ROLE TO BE PLAYED BY ITS LATE19TH CENTURY LIBRARIES IN FORGING A NEW, DEMOCRATIC, POST CIVIL WAR SOCIETY. THE BUILDING CONTAINS A READING ROOM, MEDIA SPACE, COMPUTER LAB, MAKERSPACE, TEEN ROOM, KIDS ROOM, TWEEN SPACE, AUDITORIUM, STUDY ROOMS, MEETING SPACES AND AN ART GALLERY THAT IS A MAJOR SITE FOR THE EXHIBITION OF REGIONAL ARTISTS OF ALL TYPES. 2486989 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 48 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 RI CT X BRIGITTE HOPKINS 4015962877 44 BROAD STREET WESTERLY RI 02891 X DEBORAH BELL TRUSTEE 0.50 X 0 0 0 THOMAS F BOLL TRUSTEE 1.00 X 0 0 0 PEGGY MURPHY-BRIGHT EX-OFFICIO 0.50 X 0 0 0 BETTY-JO CUGINI TRUSTEE 0.50 X 0 0 0 PETER B ROBINSON TREASURER 2.00 X X 0 0 0 JENNIFER OBREY TRUSTEE 0.75 X 0 0 0 MOJIE F FRIEL TRUSTEE 0.50 X 0 0 0 ANN LAIN VICE PRESIDENT 0.50 X X 0 0 0 COLLEEN SULLIVAN TRUSTEE 0.50 X 0 0 0 MARIA BERNIER SECRETARY 1.00 X X 0 0 0 MARY CAROL KENDZIA PRESIDENT 1.50 X X 0 0 0 WILLIAM MILLER TRUSTEE 0.50 X 0 0 0 MARY SCIALABBA EX-OFFICIO 0.50 X 0 0 0 LOUIS TOSCANO TRUSTEE 0.50 X 0 0 0 ROBERT GERVASINI TRUSTEE 1.00 X 0 0 0 MARY JO GIRARD TRUSTEE 0.50 X 0 0 0 DEBORAH HAROLD TRUSTEE 0.50 X 0 0 0 GARA LAMARCHE TRUSTEE 0.50 X 0 0 0 BEN TAMSKY EX-OFFICIO 0.50 X 0 0 0 0 0 0 0 0 0 0 0 21306 1080246 486849 51991 1588401 LIBRARY COLLECTIONS 900009 10760 10760 10760 821709 821709 8903 0 8903 8903 8903 749854 5562 511680 5469 238174 93 238267 238267 17198 21306 11556 5642 5642 DISTRIB. FROM PERPETUAL TRUSTS 900009 60339 60339 60339 2734021 19663 0 1125957 1622792 1145355 227783 249654 29862 19220 5719 4923 135496 106764 21199 7533 137469 98565 18318 20586 13513 13513 108940 108146 794 68161 68161 9893 282 366 9245 124126 54927 48928 20271 169624 169624 6635 5614 438 583 30889 30889 397497 396706 791 71639 67093 4300 246 LIBRARY BOOKS/MATERIALS 196880 196880 REPAIRS & MAINTENANCE 84716 84716 SUPPLIES 45383 40471 4275 637 TREE AND PLANT WORK 30822 30822 53936 25548 20549 7839 3338273 2486989 528973 322311 62758 141577 602286 419391 909453 502870 3380 4154 110768 98306 21537477 13930664 7696261 7606813 32972799 35909947 2047395 2167110 44405100 46850168 191601 117509 8000 799555 501968 999156 619477 X 28829470 31729548 14576474 14501143 43405944 46230691 44405100 46850168 X -604252 3309283 119716 X X 0 1 X 1 0 X 1392167 1436845 1515603 1880580 1581644 7806839 1392167 1436845 1515603 1880580 1581644 7806839 7806839 561109 616926 639781 813129 830612 3461557 18822 29281 31317 45467 60339 185226 11453622 0.68160 0.69420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 32972799 174062 4245430 1482344 35909947 29175937 655440 4580590 1439168 32972799 26792328 151024 3629835 1397250 29175937 31081022 1632745 -4571439 1350000 26792328 22969269 1505904 7836074 1230225 31081022 0 0 1505000 1505000 18283642 12390923 5892719 1748835 1539741 209094 7606813 X 6094860 3309283 119716 3428999 2665861 68160 68160 2734021 3338273 0 3338273 0 3338273 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DISPOSITIONS OR INSURANCE RECOVERIES ARE REFLECTED IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS AS TEMPORARILY RESTRICTED OR UNRESTRICTED REVENUE IN ACCORDANCE WITH ANY DONOR RESTRICTIONS. PART III, LINE 4: ART AND ARTIFACT COLLECTIONS ARE DISPLAYED IN THE GALLERY. ORIGINAL COLLECTIONS AND RECORDED INTERVIEWS RELATING TO THE GRANITE INDUSTRY ARE USED BY SCHOLARS, AS IS THE MARGARET WISE BROWN COLLECTION. THE ASSOCIATION HAS A CLIMATE-CONTROLLED ROOM FOR HISTORICAL DOCUMENTS AND ARTIFACTS. ITEMS FROM ITS COLLECTION HAVE BEEN LOANED TO MUSEUMS IN VERMONT,CONNECTICUT, AND JAPAN. ITEMS ARE ON LOAN TO THE BABCOCK SMITH HOUSE IN WESTERLY. PART V, LINE 4: THE ASSOCIATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE LONG TERM SUPPORT OF THE OPERATIONS OF THE PARK AND LIBRARY. DONOR RESTRICTED FUNDS PROVIDE FOR PURCHASES OF NEW LIBRARY MATERIALS AS WELL AS THE MAINTENANCE OF THE PARK AND BUILDING WHILE BOARD DESIGNATED FUNDS PROVIDE FOR THE GENERAL OPERATIONS AND ADMINISTRATION OF THE ASSOCIATION AS MANAGED BY THE SPENDING POLICY. PART X, LINE 2: THE ORGANIZATION DOES NOT RECOGNIZE ANY LIABILITY FOR UNCERTAIN TAX POSITIONS AS DEFINED BY ACCOUNTING PRINICPLES GENERALLY ACCEPTED IN THE UNITED STATES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 119,716. SPRING FUNDRAISING EVENT 30843 21306 9537 3128 4925 1500 268 2 7660 7660 1735 38503 21306 17197 3128 4925 1500 2003 11556 5641 0 0 STACEY JACKSON 44 BROAD STREET WESTERLY RI 02891 X 2 40962 PUBLISHED PRICE X REFERENCE MATERIALS 1 5200 ESTIMATED FMV X FUNDRAISER RAFFLE PRIZES 34 3128 ESTIMATED FMV X FUNDRAISER FOOD & BEVERAGE 2 1144 ESTIMATED FMV X PROGRAM SUPPORT 7 1139 ESTIMATED FMV X EQUIPMENT & SUPPLIES 2 418 ESTIMATED FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE BOARD HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A INCORPORATORS OF THE ASSOCIATION HAVE THE POWER TO ELECT ON AN ANNUAL BASIS A LIMITED NUMBER OF TRUSTEES AT THE ANNUAL MEETING. ADDITIONALLY, A REPRESENTATIVE OF THE TOWNS OF WESTERLY AND STONINGTON IS APPOINTED BY EACH TOWN TO SIT ON THE BOARD OF TRUSTEES AS AN EX-OFFICIO MEMBER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE, FINANCE COMMITTEE AND EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION REQUIRES ALL BOARD MEMBERS TO DISCLOSE CONFLICTS OF INTEREST WITH ANY POTENTIAL OR EXISTING EMPLOYEES, BOARD MEMBERS,CONTRIBUTORS OR VENDORS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD EXECUTIVE COMMITTEE REVIEWS PERFORMANCE AND RECOMMENDS COMPENSATION OF THE EXECUTIVE DIRECTOR. THEY OBTAIN COMPARATIVE DATA ON ALL SALARIES FROM THE RHODE ISLAND OFFICE OF LIBRARY AND INFORMATION SERVICES. ALL OTHER EMPLOYEES ARE PART OF A SALARY COMPENSATION PLAN. FORM 990, PART VI, SECTION C, LINE 19 ALL FINANCIAL DOCUMENTS INCLUDING THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUSTS 119,716. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS IS UNCHANGED FROM PRIOR YEARS.