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Organization DBA Cape Ann Museum
Former Names Cape Ann Scientific and Literary Association (1873)
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

To foster an appreciation of the quality and diversity of life on Cape Ann, past and present; to further the knowledge and enjoyment of Cape Ann history and art; to collect and preserve significant information and artifacts; and, to encourage community involvement with its programs and holdings. In all its activities, the museum emphasizes the highest standards of quality.

Mission Statement

To foster an appreciation of the quality and diversity of life on Cape Ann, past and present; to further the knowledge and enjoyment of Cape Ann history and art; to collect and preserve significant information and artifacts; and, to encourage community involvement with its programs and holdings. In all its activities, the museum emphasizes the highest standards of quality.

FinancialsMORE »

Fiscal Year Jan 01, 2014 to Dec 31, 2013
Projected Income $1,115,500.00
Projected Expense $1,115,500.00

ProgramsMORE »

  • Saturday Showcase
  • Young at Art for Headstart

Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

To foster an appreciation of the quality and diversity of life on Cape Ann, past and present; to further the knowledge and enjoyment of Cape Ann history and art; to collect and preserve significant information and artifacts; and, to encourage community involvement with its programs and holdings. In all its activities, the museum emphasizes the highest standards of quality.

Background Statement

The Cape Ann Museum tells multiple stories, all relating to a single remarkable place. From its earliest days as a fishing and shipping port to its mid-18th c. role in the granite quarrying industry, to is singular charms of light and sea that have attracted countless artists from the 19th c. to the present, Cape Ann boasts a rich and varied culture of nationally significant historical, industrial and artistic achievement. Over the past 139 years, the Museum has served the communities of this unique place by striving to meet the challenge of its long-held mission: to foster an appreciation of the diversity of life on Cape Ann, past and present; to further the knowledge and enjoyment of Cape Ann history and art; to collect and preserve significant information and artifacts; and to encourage community involvement with its programs and  holdings.

Impact Statement

Completing our first full year of operation since a year-long renovation, we continue to think about keeping members engaged, staying relevant to our communities, caring for our collection, remaining financially stable and fulfilling our goal to be one of the best small museums in the country.  During construction and renovation (2013-2014), dedicated space was built to house the first order Fresnel lens from Thachers Island and reuniting the lens and its original base in a permanent installation.  2015 marked the 7th year that the Museum's White-Ellery House, a first period home listed on the National Register of Historic Homes, served as a backdrop for a series of contemporary art installations.  "John Sloan, Gloucester Days" opened as the Summer 2015 special exhibit, gathering 30 works from around the country to compliment the Museum's five paintings from its collection.  A series of three lectures were planned to showcase the exhibit, which has received wide acclaim of the tribute to Sloan's love affair with Cape Ann one hundred years ago and the legacy of artists and writers who followed him to our area over the years.  In November, 2015, "Fitz Henry Lane" Raisonne will debut as an online collection of his work, for educators and students from around the world to delve in to the complete catalogue of the works of this preeminent artist from Gloucester.  It will serve as a site for researchers to learn more about New England life in the mid-nineteenth century, when the sea provided the commerce in sustenance and trade for a burgeoning society. 
2016 will find the Board embarking on an update of the Strategic Plan, implantation of a Planned Giving program; the Catalina Davis Legacy Society and enhancement of various educational programs. 
 

Needs Statement

Raising funds for the endowment will help with future growth by adding funds to the operating budget.  Hosting major special exhibits every two years incurs expense in installation, production of quality catalogues, security and publicity.  Lecture programs incur speaker and travel expenses.  Continual renovation of the White-Ellery House has a budget of $40,000-$200,000 for this 1st Period Home built in 1710.  A major effort in collaborating with other local non-profits in enhancing information and accessibility to the history of Maritime arts and fishing on Cape Ann will continue.  The Collections Committee continually meets to review pertinent works of art to be added to the collection, while determining a budget for preservation of artwork, frames and other articles from the Museum's collection.

CEO Statement

The Cape Ann Museum's distinctive activities include: Collecting, preserving, interperting and making available to the public, Cape Ann's art, history and culture, utilizing its 44,000 sq. ft. facility - which includes galleries, an auditorium, library/archives, a children's room - two sculpture gardens and two historic homes; Introducing more than 20,000 local, nation and international vistors to the Cape Ann story annually - and welcoming more than 9,000 adults, school children and families from our communities to learn about Cape Ann's rich history each year through quality programs, exhibitions and publications; Supporting Cape Ann's cultural community by celebrating local visual, literary and performance artists through exhibitions, installations, readings and performances; Supporting scholarship through research, exhibitions and publications; Collaborating with more than 30 civic and cultural institutions each year to offer a wide-range of community-based programs; Contributing to the local economy as a major cultural center on Boston's North Shore.

Board Chair Statement

In 2013, the Board led the challenge to raise funds for a $5 million campaign.  Reopening, following renovations in August 2014, over $6 million had been raised.  The campaign enabled the museum to make essential and innovative improvements and create a richer experience for all visitors.  Outdated systems were replaced, underutilized space was maximized to provide more secure and visitor-friendly settings for the collection.  The Fitz Henry Lane Catalogue Raisonne Project will allow a larger community to connect with, appreciate and study the Museum's world-renown collection.  A broader donor base and enhanced endowment, made possible by the campaign, will sustain the Museum into the future to be able to serve Cape Ann community and beyond, with excellence.

Geographic Area Served

NATIONAL
NATIONAL

The Cape Ann Museum's online Fitz Henry Lane catalogue raisonne enables people world-wide to share in the Museum's art and historical artifact collection and to delve into its archives. While we are strongly linked to the Cape Ann community, year round visitors come from all over the world and range from children from local schools to national scholars to the general public, representing all ages, nationalities and economic backgrounds.

Organization Categories

  1. Arts,Culture & Humanities - History Museums
  2. -
  3. Arts,Culture & Humanities -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

Under Development

Programs

Saturday Showcase

The Museum's Saturday Showcase turns the spotlight on performing art, history and culture for the whole family. The day begins with a thematice presentation in our Auditorium, outdoor sculpture park and garden, and even in our historic White-Ellery House. The program is supplemented with drop-in art and history activities in the Activity Center. No reservations are required
Budget  $7,000.00
Category  Arts, Culture & Humanities, General/Other Performing Arts
Population Served Families K-12 (5-19 years) Children and Youth (0 - 19 years)
Program Short-Term Success 
Children will return to the Museum with their families.
Program Long-Term Success 
families will return to the Museum of other programs over the long-term.
Program Success Monitored By 
Participant feedback
Examples of Program Success 
Statistic show that the numbers of families and children attending these performances and activities have steadily increased over the pasat three years.

Young at Art for Headstart

This program is a multi-visit museum program for pre-school children enrolled in Cape Ann Head Start programs through Pathways for Children, a leader in early education and care programs in MA. This enriching program promotes visual and verbal literacy by involving children in the Cape Ann Museum through gallery tours, stories and hands-on-activities that connect the children to the Museum's collections. Currently we serve ten classrooms with a total of 190 students. The program has expanded to include teacher enrichment classes for Head Start teachers.
Budget  $12,000.00
Category  Arts, Culture & Humanities, General/Other Museum Education
Population Served Children and Youth (0 - 19 years) Infants to Preschool (under age 5) Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 
Children return with their families; teachers request additional enrichment in museum education for their in-class teaching.
Program Long-Term Success 
The Head Start organization through which we run this program has increased the number of classes who receive this program. Children in this program often bring their families to the Museum on their own; some have never before been inside a museum.
Program Success Monitored By 
Teachers in the Head Start program and our museum educators collaborate to refine and enrich this program. Numbers of children and teachers increase each year.
Examples of Program Success 
Children bringing their parents/families to the museum on weekends are proud to show them what they have learned, and what the museum offers them. Head Start education enriched by a knowledge of children's heritage and pride of place.

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Ms Ronda Faloon
CEO Term Start Apr 2006
CEO Email [email protected]
CEO Experience
Served as assistant director of the Cape Ann Museum from 2004 - 2006. Masters in Library and Information Science with a concentration in Archives from Simmons College.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Judith McCollough 1990 --

Senior Staff

Name Title Experience/Biography
Stephanie Buck Librarian/Archivist --
Geraldine Herbert Director of Development --
Martha Oaks Curator --
Courtney Richardson Director Programs/Education --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Beauport/Historic New England, Cape Ann Arthaven, Cape Ann Community Cinema, Cape Ann Partnership for Children and Families,Cape Ann Public Schools, Cape Ann Symphony, Charles Olson Society, Costume Society of America, Eastern Point Day School. Endicott College, North of Boston Convention and Visitors Bureau, Essex County Greenbelt, Essec National Heritage Commission, Gloucester City Hall, Gloucester Committee for the Arts, Gloucester Education Foundation, Gloucester Historical Commission, Gloucester Lyceum and Sawyer Free Library, Gloucester Writer's Center, Historic New England, Manchester Arts Festival, Maritime Gloucester, Montserrat College of Art, New England Museum Association, North Shore Arts Association, Pathways for Children, Rockport Arts Association, Rockport Music, Rocky Neck Art Colony, Rose Baker Senior Center, Salem State College, Sargent House Museum, Schooner Adventure, seARTS, The Cape Ann Theatre, Windhover Performance Center.

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 6
Number of Part Time Staff 10
Number of Volunteers 56
Number of Contract Staff 0
Staff Retention Rate % 100%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 16
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 12
Male: 4
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 6
Management Succession Plan Under Development
Business Continuity of Operations Plan No
Organization Policies And Procedures Under Development
Nondiscrimination Policy Under Development
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit --
State Registration Exempt

Risk Management Provisions

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Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency No N/A
Senior Management Formal Evaluation and Frequency No N/A
Non Management Formal Evaluation and Frequency No N/A

Governance


Board Chair Mr John Cunningham
Board Chair Company Affiliation Cunningham & Cunningham LLC
Board Chair Term June 2012 - June 2014
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Robert Bachelder Morgan Stanley Voting
David Bell Retired Voting
Kermit Birchfield Mass Financial Voting
Herbert Collins Windover Construction Voting
Bonnie Covington community volunteer Voting
William Cross Eaton Vance Voting
John Cunningham Cunningham & Cunningham LLC Voting
Stephanie Gaskins community volunteer Voting
Henrietta Gates Community Volunteer Voting
Samuel Holdsworth retired Voting
Thomas Hovey retired Voting
William James Rockport Capital Voting
Paul Littlefield retired Voting
William Lynch Lynch Investments Voting
Amy Moore Merrill Lynch Wealth Mgt Voting
Stevie Neal community volunteer Voting
Ronald Nickerson retired Voting
David Porper community volunteer Voting
Lisa Rich retired Voting
Arthur Ryan retired Voting
Hinda Simon retired Voting
Richard Tadler TAA inc Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 22
Caucasian: 21
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 6
Male: 16
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 75%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 70%
Constituency Includes Client Representation Yes

Standing Committees

  • Audit
  • Board Governance
  • Building
  • Collections
  • Education
  • Executive
  • Finance
  • Nominating

CEO/Executive Director/Board Comments

Board governance committee is newly established. We will be examining succession planning, nominating, term limits, Board policies and committees over the coming year.

Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

Fiscal Year Jan 01, 2014 to Dec 31, 2013
Projected Income $1,115,500.00
Projected Expense $1,115,500.00
Form 990s

2013 990

2012 990

2011 990

2010 990

2009 990

Audit Documents

2013 Audited Financials

2012 Audited Financials

2011 Audited Financials

2010 Audited Financials

2009 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2013 2012 2011
Total Revenue $3,512,708 $3,129,621 $1,457,860
Total Expenses $1,408,177 $1,439,896 $1,502,290

Prior Three Years Revenue Sources

Fiscal Year 2013 2012 2011
Foundation and
Corporation Contributions
$254,700 $52,860 $40,500
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $1,601,239 $2,033,169 $729,192
Indirect Public Support -- -- --
Earned Revenue $144,604 $197,268 $148,301
Investment Income, Net of Losses $1,303,272 $621,424 $325,701
Membership Dues $224,315 $224,900 $214,166
Special Events -- -- --
Revenue In-Kind -- -- --
Other $-15,422 -- --

Prior Three Years Expense Allocations

Fiscal Year 2013 2012 2011
Program Expense $1,028,932 $1,067,875 $944,548
Administration Expense $242,775 $237,298 $459,782
Fundraising Expense $136,470 $134,723 $97,960
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 2.49 2.17 0.97
Program Expense/Total Expenses 73% 74% 63%
Fundraising Expense/Contributed Revenue 7% 6% 13%

Prior Three Years Assets and Liabilities

Fiscal Year 2013 2012 2011
Total Assets $15,719,917 $13,322,469 $11,620,999
Current Assets $2,473,169 $1,470,860 $705,214
Long-Term Liabilities $12,685 $0 $0
Current Liabilities $320,418 $40,186 $28,441
Total Net Assets $15,386,814 $13,282,283 $11,592,558

Prior Three Years Top Three Funding Sources

Fiscal Year 2013 2012 2011
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $8,500,000.00
Spending Policy Income Only
Percentage(If selected) --
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? 6.00

Capital Campaign

Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose Major capital renovations, special projects, endowment.
Campaign Goal $5,000,000.00
Capital Campaign Dates June 2012 - July 2014
Capital Campaign Raised-to-Date Amount $4,413,000.00
Capital Campaign Anticipated in Next 5 Years? No

Short Term Solvency

Fiscal Year 2013 2012 2011
Current Ratio: Current Assets/Current Liabilities 7.72 36.60 24.80

Long Term Solvency

Fiscal Year 2013 2012 2011
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

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Foundation Comments

Financial summary data in the charts and graphs above are per the organization's audited financials.
 
Please note, for fiscal year 2011, Administrative expenses include the loss on impairment of property, as noted in Note 11 in the Audit document posted above.

Documents


Other Documents

No Other Documents currently available.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

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2. What are your strategies for making this happen?

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3. What are your organization’s capabilities for doing this?

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4. How will your organization know if you are making progress?

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5. What have and haven’t you accomplished so far?

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