GREENWICH HISTORICAL SOCIETY INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GREENWICH HISTORICAL SOCIETY INC (EIN 06-6036049)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202301359349307190
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T12:03:36-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061253566PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALTER J MCKEEVER & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5147 15 VALLEY DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066036049EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENWICH HISTORICAL SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone2038696899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 STRICKLAND RDAddressLine1Txt
CityCOS COBCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06807ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA MECKYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2038696899PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBRAPersonFirstNm
Person LastMECKYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALTER J MCKEEVER JRPreparerPersonNm
PTINP00964495PTIN
Phone2036228625PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBRA MECKYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 STRICKLAND RDAddressLine1Txt
CityCOS COBCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06807ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,595,617GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GREENWICHHISTORY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1931FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionSEE PART III, LINE 1ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,144,253PYContributionsGrantsAmt
CY Contributions Grants$2,489,854CYContributionsGrantsAmt
PY Program Service Revenue$149,194PYProgramServiceRevenueAmt
CY Program Service Revenue$262,402CYProgramServiceRevenueAmt
PY Investment Income$111,647PYInvestmentIncomeAmt
CY Investment Income$999,312CYInvestmentIncomeAmt
PY Other Revenue$124,677PYOtherRevenueAmt
CY Other Revenue-$157,870CYOtherRevenueAmt
PY Total Revenue$1,529,771PYTotalRevenueAmt
CY Total Revenue$3,593,698CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,123,699PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,193,983CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$221,629CYTotalFundraisingExpenseAmt
PY Other Expenses$1,199,633PYOtherExpensesAmt
CY Other Expenses$1,324,796CYOtherExpensesAmt
PY Total Expenses$2,323,332PYTotalExpensesAmt
CY Total Expenses$2,518,779CYTotalExpensesAmt
PY Revenues Less Expenses-$793,561PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,074,919CYRevenuesLessExpensesAmt
Total Assets BOY$25,626,567TotalAssetsBOYAmt
Total Assets EOY$24,292,253TotalAssetsEOYAmt
Total Liabilities BOY$755,563TotalLiabilitiesBOYAmt
Total Liabilities EOY$450,634TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,871,004NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,841,619NetAssetsOrFundBalancesEOYAmt
MissionGREENWICH HISTORICAL SOCIETY, INC. PRESERVES AND INTERPRETS GREENWICH HISTORY TO STRENGTHEN THE COMMUNITY'S CONNECTION TO OUR PAST, TO EACH OTHER AND TO OUR FUTURE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,047,750ExpenseAmt
Revenue$262,402RevenueAmt
Desc(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.Desc
Total Program Service Expenses$2,047,750TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee34EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENWICH HISTORICAL SOCIETY INC-BusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2038696899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 STRICKLAND ROADAddressLine1Txt
CityCOS COBCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06807ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
BARBARA MACDONALD
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
THOMAS P CLEPHANE
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID G ORMSBY
SECRETARY2.00Yes (X)Yes (X)$0$0$0
B CORT DELANY
BOARD MEMBER1.00Yes (X)$0$0$0
CATHERINE TOMPKINS
CO-CHAIR8.00Yes (X)Yes (X)$0$0$0
JOHN M DIXON
BOARD MEMBER1.00Yes (X)$0$0$0
HALEY ELMLINGER
CO-CHAIR2.00Yes (X)Yes (X)$0$0$0
SUZANNE C FRANK
BOARD MEMBER1.00Yes (X)$0$0$0
MIGUEL GARCIA-COLON
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT HINMAN GETZ
BOARD MEMBER1.00Yes (X)$0$0$0
HEATHER GEORGES
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID BROWNWOOD
BOARD MEMBER1.00Yes (X)$0$0$0
HOLLY CASSIN
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL KOVNER
BOARD MEMBER1.00Yes (X)$0$0$0
SUSAN LARKIN
BOARD MEMBER1.00Yes (X)$0$0$0
SALLY LAWRENCE
BOARD MEMBER1.00Yes (X)$0$0$0
ISABEL MALKIN
CORRESPONDING SECRETARY2.00Yes (X)Yes (X)$0$0$0
ANGELA CHAMBERS
BOARD MEMBER1.00Yes (X)$0$0$0
ANNE OGILVY
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
CYNTHIA CHANG
BOARD MEMBER1.00Yes (X)$0$0$0
BEA CRUMBINE
BOARD MEMBER1.00Yes (X)$0$0$0
ELLEN T REID
BOARD MEMBER1.00Yes (X)$0$0$0
DEBBIE REYNOLDS
BOARD MEMBER1.00Yes (X)$0$0$0
DEBORAH SCHMIDT ROBINSON
BOARD MEMBER1.00Yes (X)$0$0$0
DEBORAH G ROYCE
BOARD MEMBER1.00Yes (X)$0$0$0
HEINZ MAEUSLI
TREASURER2.00Yes (X)Yes (X)$0$0$0
DAVIDDE E STRACKBEIN
BOARD MEMBER1.00Yes (X)$0$0$0
ALEXANDRA DALPAN CUMMISKEY
BOARD MEMBER1.00Yes (X)$0$0$0
SUSAN REYNOLDS LEHMAN
BOARD MEMBER1.00Yes (X)$0$0$0
HUGH B VANDERBILT JR
BOARD MEMBER1.00Yes (X)$0$0$0
DMITRI WRIGHT
BOARD MEMBER1.00Yes (X)$0$0$0
CHARLES F NIEMETH
BOARD MEMBER1.00Yes (X)$0$0$0
HEATHER SARGENT
BOARD MEMBER1.00Yes (X)$0$0$0
LEIGH ANN RYAN
BOARD MEMBER1.00Yes (X)$0$0$0
DEBRA MECKY
EXECUTIVE DIRECTOR & CEO37.50$123,338$0$199Yes (X)
RYAN NUCKEL
DIRECTOR OF DEVELOPMENT37.50$110,464$0$1,186Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$233,802TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,385TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$103,700MembershipDuesAmt
Fundraising$851,109FundraisingAmt
Government Grants$445,752GovernmentGrantsAmt
All Other Contributions$1,089,293AllOtherContributionsAmt
Total Contributions$2,489,854TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MUSEUM & PUBLICATION S900099$128,303$128,303
EDUCATION PROGRAMS900099$73,702$73,702
FACILITY RENTAL900099$60,397$60,397
FieldValueIRS element (for citing)
Total Program Service Revenue$262,402TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$827,375TotalRevenueColumnAmt
Exclusion$827,375ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$908,135SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$736,198SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$171,937SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$171,937TotalRevenueColumnAmt
Exclusion$171,937ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$107,851FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$851,109ContriRptFundraisingEventAmt
Fundraising Direct Expenses$265,721FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$157,870TotalRevenueColumnAmt
Exclusion-$157,870ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,593,698TotalRevenueColumnAmt
Related Or Exempt Func Income$262,402RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$841,442ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$123,550TotalAmt
Program Services$86,485ProgramServicesAmt
Management And General$18,533ManagementAndGeneralAmt
Fundraising$18,532FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$909,781TotalAmt
Program Services$780,961ProgramServicesAmt
Management And General$29,110ManagementAndGeneralAmt
Fundraising$99,710FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$24,042TotalAmt
Program Services$18,706ProgramServicesAmt
Management And General$2,616ManagementAndGeneralAmt
Fundraising$2,720FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$51,938TotalAmt
Program Services$40,565ProgramServicesAmt
Management And General$8,021ManagementAndGeneralAmt
Fundraising$3,352FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$84,672TotalAmt
Program Services$72,309ProgramServicesAmt
Management And General$3,128ManagementAndGeneralAmt
Fundraising$9,235FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,677TotalAmt
Management And General$13,677ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,504TotalAmt
Program Services$3,399ProgramServicesAmt
Management And General$105ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$212TotalAmt
Program Services$177ProgramServicesAmt
Management And General$35ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,098TotalAmt
Program Services$734ProgramServicesAmt
Management And General$364ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$412,570TotalAmt
Program Services$338,307ProgramServicesAmt
Management And General$37,132ManagementAndGeneralAmt
Fundraising$37,131FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$68,118TotalAmt
Program Services$62,669ProgramServicesAmt
Management And General$4,087ManagementAndGeneralAmt
Fundraising$1,362FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROFESSIONAL FEES$163,371$71,959$90,199$1,213
UTILITIES & TELEPHONE$76,904$70,752$4,614$1,538
OUTSIDE SERVICES$74,450$46,463$4,654$23,333
MAINTENANCE - BUILDING$73,834$67,927$4,430$1,477

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$437,058TotalAmt
Program Services$386,337ProgramServicesAmt
Management And General$28,695ManagementAndGeneralAmt
Fundraising$22,026FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,518,779TotalAmt
Program Services$2,047,750ProgramServicesAmt
Management And General$249,400ManagementAndGeneralAmt
Fundraising$221,629FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$32,233BOYAmt
EOY$919,284EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$452,667BOYAmt
EOY$453,625EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$82,866BOYAmt
EOY$12,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$16,157EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$26,944BOYAmt
EOY$39,552EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,468BOYAmt
EOY$79,174EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,385,181LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,829,075LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,919,922BOYAmt
EOY$8,556,106EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,747,022BOYAmt
EOY$6,748,018EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,333,445BOYAmt
EOY$7,468,337EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,626,567BOYAmt
EOY$24,292,253EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,865BOYAmt
EOY$45,634EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$560,938BOYAmt
EOY$105,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$189,760BOYAmt
EOY$300,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$755,563BOYAmt
EOY$450,634EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,014,670BOYAmt
EOY$18,444,221EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,856,334BOYAmt
EOY$5,397,398EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,871,004BOYAmt
EOY$23,841,619EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,626,567BOYAmt
EOY$24,292,253EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,074,919ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,097,186NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$7,118PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,964,513CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,613,684CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,173,085CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$954,553CurrentTaxYearMinus1YearAmt
Current Tax Year$2,300,364CurrentTaxYearAmt
Total$14,006,199TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,981CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,465CurrentTaxYearMinus1YearAmt
Current Tax Year$128,303CurrentTaxYearAmt
Total$357,414TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,040,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,648,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,217,956CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,028,018CurrentTaxYearMinus1YearAmt
Current Tax Year$2,428,667CurrentTaxYearAmt
Total$14,363,613TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$14,363,613PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$316,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$151,882CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,923CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,458CurrentTaxYearMinus1YearAmt
Current Tax Year$887,772CurrentTaxYearAmt
Total$1,541,765TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$316,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$151,882CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,923CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,458CurrentTaxYearMinus1YearAmt
Current Tax Year$887,772CurrentTaxYearAmt
Total$1,541,765TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,357,224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,800,360CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,322,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,108,476CurrentTaxYearMinus1YearAmt
Current Tax Year$3,316,439CurrentTaxYearAmt
Total$15,905,378TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90310PublicSupportCY509Pct
Public Support PY5090.94800PublicSupportPY509Pct
Investment Income CY0.09690InvestmentIncomeCYPct
Investment Income PY0.05200InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$7,468,337AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,747,022BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,729,767InvestmentEarningsOrLossesAmt
Other Expenditures$269,237OtherExpendituresAmt
End Year Balance$6,748,018EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,926,641BeginningYearBalanceAmt
Contributions$25,000ContributionsAmt
Investment Earnings Or Losses$1,990,541InvestmentEarningsOrLossesAmt
Other Expenditures$195,160OtherExpendituresAmt
End Year Balance$8,747,022EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,784,239BeginningYearBalanceAmt
Contributions$2,750ContributionsAmt
Investment Earnings Or Losses$1,399,650InvestmentEarningsOrLossesAmt
Other Expenditures$259,998OtherExpendituresAmt
End Year Balance$6,926,641EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,957,610BeginningYearBalanceAmt
Contributions$187,500ContributionsAmt
Investment Earnings Or Losses-$382,325InvestmentEarningsOrLossesAmt
Other Expenditures$233,179OtherExpendituresAmt
End Year Balance$5,784,239EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,692,117BeginningYearBalanceAmt
Investment Earnings Or Losses$398,874InvestmentEarningsOrLossesAmt
Other Expenditures$133,381OtherExpendituresAmt
End Year Balance$5,957,610EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$652,539OtherCostOrOtherBasisAmt
Book Value$652,539BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,097,595OtherCostOrOtherBasisAmt
Depreciation$1,709,208DepreciationAmt
Book Value$6,388,387BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,635,047OtherCostOrOtherBasisAmt
Depreciation$1,119,867DepreciationAmt
Book Value$1,515,180BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,556,106TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EXCHANGE TRADED FUNDS$867,940F
FIXED INCOME$835,845F
INSURED DEPOSITS$185,510F
MUTUAL FUNDS$4,858,723F
FieldValueIRS element (for citing)
Total Book Value Securities$6,748,018TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescHISTORIC LAND, BUILDINGS & FURNITUREDesc
Book Value$7,468,337BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$7,468,337TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescNOTE PAYABLEDesc
Amt$300,000Amt
FieldValueIRS element (for citing)
Total Liability$300,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,482,835TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,097,186NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,097,186RevenueNotReportedAmt
Revenue Subtotal$3,580,021RevenueSubtotalAmt
Investment Expenses Not Incld$13,677InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$13,677RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,593,698TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,505,102TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,505,102ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,677InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13,677ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,518,779TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2022, 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.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HISTORY IN THE MAKINGEvent1Nm
Gross Receipts Event1$647,627GrossReceiptsEvent1Amt
Charitable Contri Event1$589,843CharitableContriEvent1Amt
Gross Revenue Event1$57,784GrossRevenueEvent1Amt
Rent Facility Costs Event1$29,530RentFacilityCostsEvent1Amt
Food And Beverage Event1$59,234FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$28,644OtherDirectExpensesEvent1Amt
Event2FALL FETEEvent2Nm
Gross Receipts Event2$195,429GrossReceiptsEvent2Amt
Charitable Contri Event2$155,172CharitableContriEvent2Amt
Gross Revenue Event2$40,257GrossRevenueEvent2Amt
Rent Facility Costs Event2$38,910RentFacilityCostsEvent2Amt
Food And Beverage Event2$39,298FoodAndBeverageEvent2Amt
Entertainment Event2$6,110EntertainmentEvent2Amt
Other Direct Expenses Event2$17,312OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$115,904GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$106,364CharitableContriOtherEventsAmt
Gross Revenue Other Events$9,540GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$4,059RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$21,771FoodAndBeverageOtherEventsAmt
Entertainment Other Events$2,200EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$18,653OthDirectExpnssOtherEventsAmt
Gross Receipts Total$958,960GrossReceiptsTotalAmt
Charitable Contributions Tot$851,379CharitableContributionsTotAmt
Gross Revenue Total Events$107,581GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$72,499RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$120,303FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,310EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$64,609OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$265,721DirectExpenseSummaryEventsAmt
Net Income Summary-$158,140NetIncomeSummaryAmt
FieldValueIRS element (for citing)
Individual With BooksSTEPHANIE LALLY DIR OF FINANCE AIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line147 STRICKLAND ROADAddressLine1Txt
CityCOS COBCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06807ZIPCd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationHOUSING PROVIDED TO THE EXECUTIVE DIRECTOR FOR THE CONVENIENCE OF THE GREENWICH HISTORICAL SOCIETY, INC.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BALL 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 12CNEW 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 15THE 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 18FORM 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 19GOVERNING 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 24EMUSEUM STORE & CAFE: PROGRAM SERVICE EXPENSES 66,259. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,259. PRINTING & PHOTCOPYING: PROGRAM SERVICE EXPENSES 42,152. MANAGEMENT AND GENERAL EXPENSES 5,269. FUNDRAISING EXPENSES 5,269. TOTAL EXPENSES 52,690. MAINTENANCE - GROUNDS: PROGRAM SERVICE EXPENSES 45,615. MANAGEMENT AND GENERAL EXPENSES 2,975. FUNDRAISING EXPENSES 992. TOTAL EXPENSES 49,582. CONSULTANTS: PROGRAM SERVICE EXPENSES 43,661. MANAGEMENT AND GENERAL EXPENSES 2,848. FUNDRAISING EXPENSES 949. TOTAL EXPENSES 47,458. SUPPLIES: PROGRAM SERVICE EXPENSES 24,252. MANAGEMENT AND GENERAL EXPENSES 3,032. FUNDRAISING EXPENSES 3,031. TOTAL EXPENSES 30,315. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 24,174. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,174. ONLINE EXPENSE: PROGRAM SERVICE EXPENSES 23,673. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,673. BANK & INVESTMENT FEES: PROGRAM SERVICE EXPENSES 13,645. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,411. TOTAL EXPENSES 17,056. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 16,529. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,529. HOSPITALITY: PROGRAM SERVICE EXPENSES 11,571. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,857. TOTAL EXPENSES 15,428. MAINTENANCE - EQUIPMENT: PROGRAM SERVICE EXPENSES 13,530. MANAGEMENT AND GENERAL EXPENSES 882. FUNDRAISING EXPENSES 294. TOTAL EXPENSES 14,706. SECURITY: PROGRAM SERVICE EXPENSES 13,386. MANAGEMENT AND GENERAL EXPENSES 873. FUNDRAISING EXPENSES 291. TOTAL EXPENSES 14,550. EXHIBIT DESIGN: PROGRAM SERVICE EXPENSES 11,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,250. HONORARIA: PROGRAM SERVICE EXPENSES 11,238. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,238. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 9. MANAGEMENT AND GENERAL EXPENSES 10,910. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,919. POSTAGE & DELIVERY: PROGRAM SERVICE EXPENSES 7,428. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,857. TOTAL EXPENSES 9,285. EXHIBIT FABRICATION: PROGRAM SERVICE EXPENSES 8,302. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,302. CULTIVATION: PROGRAM SERVICE EXPENSES 1,465. MANAGEMENT AND GENERAL EXPENSES 1,709. FUNDRAISING EXPENSES 1,709. TOTAL EXPENSES 4,883. RENTALS: PROGRAM SERVICE EXPENSES 3,830. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,830. TAXES - REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 3,013. MANAGEMENT AND GENERAL EXPENSES 197. FUNDRAISING EXPENSES 66. TOTAL EXPENSES 3,276. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 1,355. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 300. TOTAL EXPENSES 1,655.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS FORMED AN AUDIT COMMITTEE TO OVERSEE THE AUDIT PROCESS.

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