2024-05-15T00:16:56-05:00 2023-06-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2022-07-01 066036049 GREENWICH HISTORICAL SOCIETY INC GREE 2038696899 47 STRICKLAND RD COS COB CT 06807 DEBRA MECKY EXECUTIVE DIRECTOR 2038696899 2024-05-15 1 DEBRA MECKY 999009999 0 WALTER J MCKEEVER JR P00964495 2036228625 X 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBRA MECKY 47 STRICKLAND RD COS COB CT 06807 4447082 0 X WWW.GREENWICHHISTORY.ORG X 1931 CT SEE PART III, LINE 1 34 34 33 300 0 0 2489854 1623816 262402 340201 999312 356429 -157870 181422 3593698 2501868 0 0 0 0 1193983 1215816 0 0 198926 1324796 1623600 2518779 2839416 1074919 -337548 24292253 23917716 450634 132152 23841619 23785564 GREENWICH HISTORICAL SOCIETY, INC. PRESERVES AND INTERPRETS GREENWICH HISTORY TO STRENGTHEN THE COMMUNITY'S CONNECTION TO OUR PAST, TO EACH OTHER AND TO OUR FUTURE. 0 0 2355340 795032 (1) PRESERVATION AND INTERPRETATION OF BUSH-HOLLEY HISTORIC SITE. (2) RESEARCH, PUBLICATION AND PUBLIC INFORMATION SERVICES OF THE LIBRARY AND ARCHIVES ON THE HISTORY OF GREENWICH.(3) EDUCATION AND EXHIBITION PROGRAMS FOR STUDENTS, TEACHERS, YOUTH, FAMILIES AND ADULTS. 2355340 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 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 0 0 0 0 1 33 0 33 1 0 0 0 0 0 1 1 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X X GREENWICH HISTORICAL SOCIETY INC- 2038696899 47 STRICKLAND ROAD COS COB CT 06807 X BARBARA MACDONALD VICE CHAIR 2.00 X X 0 0 0 THOMAS P CLEPHANE BOARD MEMBER 1.00 X 0 0 0 DAVID G ORMSBY SECRETARY 2.00 X X 0 0 0 B CORT DELANY BOARD MEMBER 1.00 X 0 0 0 CATHERINE TOMPKINS CO-CHAIR 8.00 X X 0 0 0 JOHN M DIXON BOARD MEMBER 1.00 X 0 0 0 HALEY ELMLINGER CO-CHAIR 6.00 X X 0 0 0 LAUREN DUPONT BOARD MEMBER 1.00 X 0 0 0 MIGUEL GARCIA-COLON BOARD MEMBER 1.00 X 0 0 0 ROBERT HINMAN GETZ BOARD MEMBER 1.00 X 0 0 0 HEATHER GEORGES BOARD MEMBER 1.00 X 0 0 0 DAVID BROWNWOOD BOARD MEMBER 1.00 X 0 0 0 HOLLY CASSIN BOARD MEMBER 1.00 X 0 0 0 MICHAEL KOVNER BOARD MEMBER 1.00 X 0 0 0 SUSAN LARKIN BOARD MEMBER 1.00 X 0 0 0 SALLY LAWRENCE BOARD MEMBER 1.00 X 0 0 0 ISABEL MALKIN CORRESPONDING SECRETARY 2.00 X X 0 0 0 HIRAM W EMERY III BOARD MEMBER 1.00 X 0 0 0 ANNE OGILVY VICE CHAIR 2.00 X X 0 0 0 CYNTHIA CHANG BOARD MEMBER 1.00 X 0 0 0 BEA CRUMBINE BOARD MEMBER 1.00 X 0 0 0 ELLEN T REID BOARD MEMBER 1.00 X 0 0 0 DEBBIE REYNOLDS BOARD MEMBER 1.00 X 0 0 0 DEBORAH SCHMIDT ROBINSON BOARD MEMBER 1.00 X 0 0 0 CONNIE ANNE HARRIS BOARD MEMBER 1.00 X 0 0 0 HEINZ MAUESLI TREASURER 2.00 X X 0 0 0 DAVIDDE E STRACKBEIN BOARD MEMBER 1.00 X 0 0 0 ALEXANDRA DALPAN CUMMISKEY BOARD MEMBER 1.00 X 0 0 0 SUSAN REYNOLDS LEHMAN BOARD MEMBER 1.00 X 0 0 0 MIMI MOULTON BOARD MEMBER 1.00 X 0 0 0 DMITRI WRIGHT BOARD MEMBER 1.00 X 0 0 0 CHARLES F NIEMETH BOARD MEMBER 1.00 X 0 0 0 HEATHER SARGENT BOARD MEMBER 1.00 X 0 0 0 LEIGH ANN RYAN BOARD MEMBER 1.00 X 0 0 0 DEBRA MECKY EXECUTIVE DIRECTOR & CEO 37.50 X 132272 0 199 RYAN NUCKEL DIRECTOR OF DEVELOPMENT 37.50 X 114190 0 1376 246462 0 1575 2 0 0 0 0 108410 744578 294240 476588 1623816 MUSEUM & PUBLICATION SALES 900099 145484 145484 EDUCATION PROGRAMS 900099 123056 123056 FACILITY RENTAL 900099 71661 71661 340201 495830 495830 1444024 1583425 -139401 -139401 -139401 88380 744578 361789 -273409 -273409 ERTC 900099 454831 454831 454831 2501868 795032 0 83020 X 134844 94390 20227 20227 909123 803172 26102 79849 84334 67998 10941 5395 87515 74288 4419 8808 10198 10198 4537 3290 1247 2016 1608 137 271 1526 1148 338 40 417674 346669 41767 29238 81300 74796 4878 1626 OUTSIDE SERVICES 166586 80334 73729 12523 EXHIBIT FABRICATION 124513 124513 PROFESSIONAL FEES 100088 46688 52590 810 UTILITIES & TELEPHONE 99790 91807 5987 1996 615372 544639 32590 38143 2839416 2355340 285150 198926 919284 221522 453625 271042 12000 16157 270717 39552 49930 79174 18800 11639255 3248064 8556106 8391191 6748018 7185036 7468337 7509478 24292253 23917716 45634 42152 105000 90000 300000 0 450634 132152 X 18444221 18626125 5397398 5159439 23841619 23785564 24292253 23917716 -337548 281493 0 X X 0 1 X 1 0 X 3613684 2173085 954553 2300364 1623816 10665502 34794 44871 73465 128303 145484 426917 3648478 2217956 1028018 2428667 1769300 11092419 0 0 0 11092419 151882 104923 80458 887772 567492 1792527 151882 104923 80458 887772 567492 1792527 3800360 2322879 1108476 3316439 2336792 12884946 0.86090 0.90310 0.13910 0.09690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 0 6748018 656738 219720 7185036 8747022 -1729767 269237 6748018 6926641 25000 1990541 195160 8747022 5784239 2750 1399650 259998 6926641 5957610 187500 -382325 233179 5784239 0 0 652539 652539 8276504 1690780 6585724 2710212 1557284 1152928 0 8391191 EXCHANGE TRADED FUNDS 1029612 F FIXED INCOME 1474903 F INSURED DEPOSITS 88744 F MUTUAL FUNDS 4591777 F 7185036 HISTORIC LAND, BUILDINGS & FURNITURE 7469478 OTHER RECEIVABLE 40000 7509478 X 2773163 281493 281493 2491670 10198 10198 2501868 2829218 0 2829218 10198 10198 2839416 PART III, LINE 1A: COLLECTIONS: ITEMS IN THE COLLECTION WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE HISTORICAL SOCIETY'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THESE CONSIST OF MANUSCRIPTS, REFERENCE WORKS, ART OBJECTS AND OTHER ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED BY DONORS. PROCEEDS FROM THE SALE OF ANY ITEMS IN THE COLLECTION OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES AND ARE USED EXCLUSIVELY FOR REINVESTMENT IN THE COLLECTION, THE DIRECT CARE AND COLLECTION MANAGEMENT. HISTORIC LAND, BUILDINGS AND FURNITURE: HISTORIC LAND, BUILDINGS AND FURNITURE ARE OF HISTORIC IMPORTANCE AND THEREFORE, ARE NOT SUBJECT TO DEPRECIATION. THEY ARE CAPITALIZED AT COST IF PURCHASED AND AT FAIR VALUE IF RECEIVED BY DONATION. PART X, LINE 2: THE HISTORICAL SOCIETY ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS IN THE FINANCIAL STATEMENTS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 90TH ANNIVERSARY 584321 534371 49950 117784 42008 32550 75244 SPRING TOUR/WINTER MARKET 248637 210207 38430 18545 27277 27000 21381 832958 744578 88380 136329 69285 59550 96625 361789 -273409 STEPHANIE LALLY DIR OF FINANCE A 47 STRICKLAND ROAD COS COB CT 06807 X 0 0 X 0 0 0 0 0 0 0 0 0 PART I, LINE 7 HOUSING PROVIDED TO THE EXECUTIVE DIRECTOR FOR THE CONVENIENCE OF THE GREENWICH HISTORICAL SOCIETY, INC. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS RECEIVE A DRAFT COPY OF THE 990. IT IS CIRCULATED ELECTRONICALLY WITH A REQUEST FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE PROVIDED THE CODE OF ETHICS AS A STANDARD PART OF BOARD ORIENTATION. TIME IS USUALLY ALOTTED ANNUALLY AT BOARD MEETINGS FOR THE CHAIRMAN TO REMIND ALL BOARD MEMBERS OF THE CODE OF ETHICS. ALL STAFF RECEIVE A COPY OF THE PERSONNEL MANUAL AS A CONDITION OF EMPLOYMENT. STAFF MEMBERS MUST REQUEST PERMISSION FROM THE EXECUTIVE DIRECTOR FOR OUTSIDE EMPLOYMENT OR SERVICE. WE HAVE NEVER HAD AN ISSUE ARISE THAT REQUIRED ENFORCEMENT FOR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION. PERFORMANCE IS EVALUATED AND APPROPRIATE SALARY IS DETERMINED WITHIN THE SALARY SCALE ESTABLISHED BY AN OUTSIDE CONSULTANT. A RECORD OF THE SALARY DECISION IS PREPARED BY THE CHAIRMAN FOR THE PERSONNEL FILE. IN TWO OF THE LAST FOUR YEARS, THE BOARD OR SELECTED MEMBERS OF THE BOARD WERE ASKED TO EVALUATE THE PERFORMANCE OF THE EXECUTIVE DIRECTOR USING EVALUATION MATERIAL AND FORMS FURNISHED BY BOARDSOURCE. THE COMPENSATION FOR ALL OTHER EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS SET WITHIN THE FRAMEWORK OF A SALARY SCALE ESTABLISHED BY AN OUTSIDE CONSULTING GROUP THAT IS UPDATED AND REVIEWED EVERY 3 - 4 YEARS BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE DIRECTOR PROVIDES WRITTEN JOB DESCRIPTIONS, PERFORMANCE STANDARDS AND, FOR KEY POSITIONS, ANNUAL GOALS FOR EACH KEY POSITION. THE EXECUTIVE DIRECTOR CONDUCTS AN ANNUAL FORMAL PERFORMANCE REVIEW OF ALL KEY STAFF AND PROVIDES THE EXECUTIVE COMMITTEE WITH A WRITTEN REPORT INDICATING CHANGES TO GRADE LEVELS, JOB FUNCTIONS AND COMPENSATION. THE TOTAL SALARY BUDGET IS SUBJECT TO FINAL BUDGET APPROVAL BY THE BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR DELEGATES THE PERFORMANCE REVIEW OF SOME PART-TIME STAFF TO THE APPROPRIATE SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR AND UPON REQUEST, EXCLUSIVE OF NAMES AND ADDRESSES OF DONORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE ACCESSIBLE TO ALL BOARD MEMBERS IN A SHARED ONLINE FILE AND PRINTED OUT UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ACCESSIBLE TO ALL STAFF AND BOARD MEMBERS IN A SHARED ONLINE FILE AND PRINTED OUT UPON REQUEST. FINANCIAL STATEMENTS ARE ACCESSIBLE TO ALL STAFF AND BOARD MEMBERS IN A SHARED ONLINE FILE AND DISTRIBUTED AT FINANCE COMMITTEE AND BOARD MEETINGS. FORM 990, PART IX, LINE 24E MAINTENANCE - BUILDING: PROGRAM SERVICE EXPENSES 86,676. MANAGEMENT AND GENERAL EXPENSES 5,653. FUNDRAISING EXPENSES 1,884. TOTAL EXPENSES 94,213. MUSEUM STORE & CAFE: PROGRAM SERVICE EXPENSES 83,996. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,996. CONSULTANTS: PROGRAM SERVICE EXPENSES 49,337. MANAGEMENT AND GENERAL EXPENSES 3,219. FUNDRAISING EXPENSES 1,073. TOTAL EXPENSES 53,629. HOSPITALITY: PROGRAM SERVICE EXPENSES 39,747. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 13,249. TOTAL EXPENSES 52,996. MAINTENANCE - GROUNDS: PROGRAM SERVICE EXPENSES 43,729. MANAGEMENT AND GENERAL EXPENSES 2,852. FUNDRAISING EXPENSES 951. TOTAL EXPENSES 47,532. PRINTING & PHOTCOPYING: PROGRAM SERVICE EXPENSES 35,196. MANAGEMENT AND GENERAL EXPENSES 4,400. FUNDRAISING EXPENSES 4,400. TOTAL EXPENSES 43,996. SUPPLIES: PROGRAM SERVICE EXPENSES 28,663. MANAGEMENT AND GENERAL EXPENSES 3,583. FUNDRAISING EXPENSES 3,583. TOTAL EXPENSES 35,829. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 30,543. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,543. HONORARIA: PROGRAM SERVICE EXPENSES 22,765. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 23,765. EXHIBIT DESIGN: PROGRAM SERVICE EXPENSES 22,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,550. RENTALS: PROGRAM SERVICE EXPENSES 20,737. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,737. BANK & INVESTMENT FEES: PROGRAM SERVICE EXPENSES 16,230. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,057. TOTAL EXPENSES 20,287. MAINTENANCE - EQUIPMENT: PROGRAM SERVICE EXPENSES 17,666. MANAGEMENT AND GENERAL EXPENSES 1,152. FUNDRAISING EXPENSES 384. TOTAL EXPENSES 19,202. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 14,306. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 350. TOTAL EXPENSES 14,656. POSTAGE & DELIVERY: PROGRAM SERVICE EXPENSES 9,616. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,404. TOTAL EXPENSES 12,020. SECURITY: PROGRAM SERVICE EXPENSES 9,356. MANAGEMENT AND GENERAL EXPENSES 610. FUNDRAISING EXPENSES 203. TOTAL EXPENSES 10,169. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 397. MANAGEMENT AND GENERAL EXPENSES 8,793. FUNDRAISING EXPENSES 4. TOTAL EXPENSES 9,194. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 4,262. MANAGEMENT AND GENERAL EXPENSES 750. FUNDRAISING EXPENSES 3,100. TOTAL EXPENSES 8,112. ONLINE EXPENSE: PROGRAM SERVICE EXPENSES 5,837. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,837. CULTIVATION: PROGRAM SERVICE EXPENSES 1,253. MANAGEMENT AND GENERAL EXPENSES 1,462. FUNDRAISING EXPENSES 1,462. TOTAL EXPENSES 4,177. TAXES - REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 1,777. MANAGEMENT AND GENERAL EXPENSES 116. FUNDRAISING EXPENSES 39. TOTAL EXPENSES 1,932. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS FORMED AN AUDIT COMMITTEE TO OVERSEE THE AUDIT PROCESS.