2023-05-15T12:03:36-05:00 2022-06-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2021-07-01 066036049 GREENWICH HISTORICAL SOCIETY INC GREE 2038696899 47 STRICKLAND RD COS COB CT 06807 DEBRA MECKY EXECUTIVE DIRECTOR 2038696899 2023-05-15 1 DEBRA MECKY 999009999 WALTER J MCKEEVER JR P00964495 2036228625 X 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DEBRA MECKY 47 STRICKLAND RD COS COB CT 06807 4595617 0 X WWW.GREENWICHHISTORY.ORG X 1931 CT SEE PART III, LINE 1 34 34 34 300 0 0 1144253 2489854 149194 262402 111647 999312 124677 -157870 1529771 3593698 0 0 0 0 1123699 1193983 0 0 221629 1199633 1324796 2323332 2518779 -793561 1074919 25626567 24292253 755563 450634 24871004 23841619 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 2047750 262402 (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. 2047750 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 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 32 0 34 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 2.00 X X 0 0 0 SUZANNE C FRANK 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 ANGELA CHAMBERS 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 DEBORAH G ROYCE BOARD MEMBER 1.00 X 0 0 0 HEINZ MAEUSLI 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 HUGH B VANDERBILT JR 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 123338 0 199 RYAN NUCKEL DIRECTOR OF DEVELOPMENT 37.50 X 110464 0 1186 233802 0 1385 2 0 0 0 0 103700 851109 445752 1089293 2489854 MUSEUM & PUBLICATION S 900099 128303 128303 EDUCATION PROGRAMS 900099 73702 73702 FACILITY RENTAL 900099 60397 60397 262402 827375 827375 908135 736198 171937 171937 171937 107851 851109 265721 -157870 -157870 3593698 262402 0 841442 X 123550 86485 18533 18532 909781 780961 29110 99710 24042 18706 2616 2720 51938 40565 8021 3352 84672 72309 3128 9235 13677 13677 3504 3399 105 212 177 35 1098 734 364 412570 338307 37132 37131 68118 62669 4087 1362 PROFESSIONAL FEES 163371 71959 90199 1213 UTILITIES & TELEPHONE 76904 70752 4614 1538 OUTSIDE SERVICES 74450 46463 4654 23333 MAINTENANCE - BUILDING 73834 67927 4430 1477 437058 386337 28695 22026 2518779 2047750 249400 221629 32233 919284 452667 453625 82866 12000 16157 26944 39552 31468 79174 11385181 2829075 8919922 8556106 8747022 6748018 7333445 7468337 25626567 24292253 4865 45634 560938 105000 189760 300000 755563 450634 X 18014670 18444221 6856334 5397398 24871004 23841619 25626567 24292253 1074919 -2097186 -7118 0 X X 0 1 X 1 0 X 4964513 3613684 2173085 954553 2300364 14006199 75981 34794 44871 73465 128303 357414 5040494 3648478 2217956 1028018 2428667 14363613 0 0 0 14363613 316730 151882 104923 80458 887772 1541765 316730 151882 104923 80458 887772 1541765 5357224 3800360 2322879 1108476 3316439 15905378 0.90310 0.94800 0.09690 0.05200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7468337 X X X 0 0 8747022 -1729767 269237 6748018 6926641 25000 1990541 195160 8747022 5784239 2750 1399650 259998 6926641 5957610 187500 -382325 233179 5784239 5692117 398874 133381 5957610 0 0 652539 652539 8097595 1709208 6388387 0 2635047 1119867 1515180 0 8556106 EXCHANGE TRADED FUNDS 867940 F FIXED INCOME 835845 F INSURED DEPOSITS 185510 F MUTUAL FUNDS 4858723 F 6748018 HISTORIC LAND, BUILDINGS & FURNITURE 7468337 7468337 NOTE PAYABLE 300000 300000 X 1482835 -2097186 -2097186 3580021 13677 13677 3593698 2505102 0 2505102 13677 13677 2518779 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. HISTORY IN THE MAKING 647627 589843 57784 29530 59234 28644 FALL FETE 195429 155172 40257 38910 39298 6110 17312 2 115904 106364 9540 4059 21771 2200 18653 958960 851379 107581 72499 120303 8310 64609 265721 -158140 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 MUSEUM 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 2C THE ORGANIZATION HAS FORMED AN AUDIT COMMITTEE TO OVERSEE THE AUDIT PROCESS.