Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 3,330,137 | 4,005,364 | 4,024,033 | 4,453,033 | 4,610,945 | 20,423,512 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 1,348,731 | 1,196,143 | 1,493,322 | 1,322,656 | 1,218,038 | 6,578,890 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 4,678,868 | 5,201,507 | 5,517,355 | 5,775,689 | 5,828,983 | 27,002,402 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 1,487,180 | 1,080,548 | 485,546 | 680,331 | 1,582,061 | 5,315,666 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | 1,487,180 | 1,080,548 | 485,546 | 680,331 | 1,582,061 | 5,315,666 |
| 8 | Public support. (Subtract line 7c from line 6.) | 21,686,736 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 4,678,868 | 5,201,507 | 5,517,355 | 5,775,689 | 5,828,983 | 27,002,402 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 426,179 | 263,396 | 272,920 | 359,562 | 403,755 | 1,725,812 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 426,179 | 263,396 | 272,920 | 359,562 | 403,755 | 1,725,812 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 19,976 | 186,665 | 123,461 | 177,602 | 34,636 | 542,340 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 5,125,023 | 5,651,568 | 5,913,736 | 6,312,853 | 6,267,374 | 29,270,554 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Organizational document changes Part VI line 4 | THE FOLLOWING REVISIONS WERE MADE TO THE ORGANIZATIONS BYLAWS DURING THE YEAR ENDED FEBRUARY 28, 2019:SECTION 5: TIME AND PLACE OF MEETINGS.THE BOARD OF DIRECTORS SHALL MEET NO LESS FREQUENTLY THAN QUARTERLY AT SUCH TIME AND PLACE AS IT SHALL DETERMINE, AND UPON SUCH NOTICE AS IT MAY PROVIDE. DIRECTORS MAY PARTICIPATE IN AND HOLD A MEETING BY MEANS OF CONFERENCE TELEPHONE, VIDEO CONFERENCING OR SIMILAR COMMUNICATION EQUIPMENT BY MEANS OF WHICH ALL PERSONS PARTICIPATING IN THE MEETING CAN HEAR EACH OTHER, OR BY EMAIL OR OTHER FORM OF ELECTRONIC COMMUNICATION OF WHICH ALL DIRECTORS ARE RECIPIENTS, AND PARTICIPATION IN SUCH MEETING SHALL CONSTITUTE ATTENDANCE AND PRESENCE IN PERSON AT SUCH MEETING, EXCEPT WHERE A PERSON PARTICIPATES IN THE MEETING FOR THE EXPRESS PURPOSE OF OBJECTION TO THE TRANSACTION OF ANY BUSINESS ON THE GROUND THAT THE MEETIN GIS NOT LAWFULLY CALLED OR CONVENED.ARTICLE II, 1, PARAGRAPH 4: NUMBER AND TERM OF GOVERNORSA GOVERNOR WHO IS SERVING AS CHAIR, VICE CHAIR, EXECUTIVE OFFICER, OR COMMITTEE CHAIR DURING THE THIRD YEAR OF THEIR SECOND CONSECUTIVE TERM MAY, UPON APPROVAL OF THE BOARD, SERVE FOR ONE ADDITIONAL YEAR AS CHAIR, VICE CHAIR, EXECUTIVE OFFICER, OR COMMITTEE CHAIR. A GOVERNOR SERVING AS CHAIR MAY SERVE AN ADDITIONAL ONE YEAR CONSECUTIVE TERM, FOR A TOTAL OF A TWO YEAR EXTENSION, WITH BOARD APPROVAL.ARTICLE II, 3: ELECTION OF OFFICERS OF THE CORPORATIONTHE BOARD SHALL ELECT, AT ITS ANNUAL MEETING, FROM AMONG NOMINEES PRESENTED TO THE BOARD BY A COMMITTEE OF THE BOARD OR PROPOSED BY WAY OF NOMINATION FROM THE FLOOR (ALL OF WHICH NOMINEES SHALL BE GOVERNORS) A CHAIR OF THE BOARD, A VICE CHAIR, A SECRETARY, AND A TREASURER, TOGETHER WITH SUCH OTHER OFFICERS AS THE BOARD FROM TIME TO TIME CONSIDERS NECESSARY AND DESIRABLE FOR THE PROPER CONDUCT OF THE BUSINESS OF THE CORPORATION. ALL SUCH OFFICERS SHALL HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING, EXCEPT THAT THE CHAIR OF THE BOARD SHALL HOLD OFFICE UNTIL THE SECOND SUCCEEDING ANNUAL MEETING, IN ALL CASES, UNTIL THEIR RESPECTIVE SUCCESSORS ARE ELECTED AND QUALIFIED, OR UNTIL THEIR DEATH, RESIGNATION, OR REMOVAL, WHICHEVER OCCURS FIRST. THE ELECTION OF THE PRESIDENT AND VICE PRESIDENT OR VICE PRESIDENTS IS PROVIDED FOR IN ARTICLE VI. |
| Member election for additional members Part VI line 7a | THE BOARD OF GOVERNORS, WHO ARE ALSO MEMBERS, IS THE ONLY GOVERNING BODY THAT HAS THE AUTHORITY TO ELECT NEW GOVERNORS. |
| Form 990 governing body review Part VI line 11 | THE FORM 990 IS INITIALLY REVIEWED BY THE ORGANIZATIONS VICE PRESIDENT OF FINANCE. AFTER THE INITIAL REVIEW THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION WITH THE IRS. |
| Conflict of interest policy compliance Part VI line 12c | ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY AND DISCLOSE ANY RELATIONSHIPS WITH THE MUSEUM. NEW BOARD MEMBERS AND KEY EMPLOYEES ARE ALSO REQUIRED TO COMPLETE THIS FORM. |
| CEO executive director top management comp Part VI line 15a | EACH FISCAL YEAR, PREFERABLY NOT CONTEMPORANEOUSLY WITH THE PERFORMANCE REVIEW, THE CHAIR, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, SHALL SET THE COMPENSATION OF THE PRESIDENT AND CEO FOR THE ENSUING 12 MONTHS. IN DOING SO, THE CHAIR SHALL TAKE INTO ACCOUNT PERFORMANCE, TENURE, CHANGES IN THE COST-OF-LIVING INDEX, COMPENSATION OF COMPARABLE NOT-FOR-PROFIT ORGANIZATIONS, THE FINANCIAL CONDITION OF CBMM AND OTHER FACTORS AS THE CHAIR AND THE EXECUTIVE COMMITTEE MAY DEEM APPROPRIATE. EXCEPT IN EXTRAORDINARY CIRCUMSTANCES AND THEN ONLY IF APPROVED BY THE BOARD OF GOVERNORS, THE COMPENSATION OF THE PRESIDENT AND CEO SHALL NOT EXCEED THE RANGE OF COMPENSATION OF THE CEO OF COMPARABLE ORGANIZATIONS, AS SET FORTH IN THE MOST RECENT COMPENSATION REPORT OF CHARITY NAVIGATOR OR OTHER INDEPENDENT ENTITY THAT GATHERS AND REPORTS ON THE COMPENSATION OF CEOS OF NOT-FOR-PROFIT ORGANIZATIONS. |
| Governing documents etc available to public Part VI line 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL REPORT IS ALSO AVAILABLE ON THE ORGANIZATIONS WEBSITE. |
| General explanation attachment | FORM 990 - ORGANIZATIONS MISSIONTHE MISSION OF THE CHESAPEAKE BAY MARITIME MUSEUM IS TO PRESERVE AND EXPLORE THE HISTORY, ENVIRONMENT, AND PEOPLE OF THE CHESAPEAKE BAY. THE VISION OF THE CHESAPEAKE BAY MARITIME MUSEUM IS TO BE THE PREMIER MARITIME MUSEUM FOR STUDYING, EXHIBITING, PRESERVING, AND CELEBRATING THE IMPORTANT HISTORY AND CULTURE OF THE LARGEST ESTUARY IN THE UNITED STATES, THE CHESAPEAKE BAY.CBMM IS ACKNOWLEDGED AS A LEADING CENTER FOR EDUCATION, EXHIBITION, AND PRESERVATION OF CHESAPEAKE BAY MARITIME CULTURES. CBMM INSPIRES CULTURAL STEWARDSHIP BY PRESERVING, DOCUMENTING, AND SHARING STORIES, ARTIFACTS, SKILLS, AND THE TRADITIONS OF THE GENERATIONS OF PEOPLE WHO HAVE LIVED AND WORKED IN THE CHESAPEAKE BAY REGION. CBMM EMPHASIZES HOW THE CONNECTIONS BETWEEN PEOPLE AND THE BAYS NATURAL ENVIRONMENT HAVE SHAPED UNIQUE, TRADITIONAL CULTURES. CBMM PROVIDES OPPORTUNITIES FOR VISITORS TO MAKE CONNECTIONS BETWEEN PAST HUMAN ACTIVITIES, PRESENT CONDITIONS, AND FUTURE POSSIBILITIES. |
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