2022-05-16T22:58:30-05:00 2021-06-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2020-07-01 066036049 GREENWICH HISTORICAL SOCIETY INC GREE 2038696899 47 STRICKLAND RD COS COB CT 06807 DEBRA MECKY EXECUTIVE DIRECTOR 2038696899 2022-05-16 1 DEBRA MECKY 999009999 WALTER J MCKEEVER JR P00964495 2036228625 X 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DEBRA MECKY 47 STRICKLAND RD COS COB CT 06807 2807155 0 X WWW.GREENWICHHISTORY.ORG X 1931 CT SEE PART III, LINE 1 34 34 35 300 0 0 2173085 1144253 110198 149194 176816 111647 161108 124677 2621207 1529771 0 0 0 0 1010729 1123699 0 0 208128 1101734 1199633 2112463 2323332 508744 -793561 24730786 25626567 589505 755563 24141281 24871004 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 1978445 149194 (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. 1978445 1 0 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 30 0 35 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 CHANGE 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 37.50 X 119801 0 199 119801 0 199 1 0 0 0 0 100739 274895 768619 1144253 MUSEUM & PUBLICATION SALES 900099 73465 73465 EDUCATION PROGRAMS 900099 55917 55917 FACILITY RENTAL 900099 19812 19812 149194 60646 60646 1252395 1201394 51001 51001 51001 200667 75990 124677 124677 1529771 149194 0 236324 X 121737 85215 18261 18261 850587 738023 23874 88690 68158 55291 6649 6218 83217 71015 3331 8871 12404 12404 2433 2123 310 159 159 1050 765 285 412159 354457 20608 37094 61171 56278 3670 1223 PROFESSIONAL FEES 113333 82651 11558 19124 UTILITIES & TELEPHONE 67786 62363 4067 1356 CONSULTANTS 63643 58551 3819 1273 MUSEUM STORE & CAFE 52632 52632 412863 359687 27443 25733 2323332 1978445 136759 208128 542877 32233 451066 452667 127052 82866 28128 26944 25530 31468 11336427 2416505 9316135 8919922 6926641 8747022 7313357 7333445 24730786 25626567 20805 4865 379000 560938 189700 189760 589505 755563 X 18124645 18014670 6016636 6856334 24141281 24871004 24730786 25626567 X -793561 1735784 -212500 X X 0 1 X 1 0 X 4207986 4964513 3613684 2173085 954553 15913821 64512 75981 34794 44871 73465 293623 4272498 5040494 3648478 2217956 1028018 16207444 0 0 0 16207444 235110 316730 151882 104923 80458 889103 235110 316730 151882 104923 80458 889103 4507608 5357224 3800360 2322879 1108476 17096547 0.94800 0.94470 0.05200 0.05530 X 7318057 X X X 0 0 6926641 25000 1990541 195160 8747022 5784239 2750 1399650 259998 6926641 5957610 187500 -382325 233179 5784239 5692117 398874 133381 5957610 4782020 330574 579523 5692117 0 0 652539 652539 8087053 1296638 6790415 0 2596835 1119867 1476968 0 8919922 EXCHANGE TRADED FUNDS 1114368 F FIXED INCOME 748054 F INSURED DEPOSITS 74509 F MUTUAL FUNDS 6810091 F 8747022 HISTORIC LAND, BUILDINGS & FURNITURE 7318057 CONSTRUCTION IN PROGRESS 15388 7333445 SBA PPP LOAN PAYABLE 189760 189760 X 3253151 1735784 1735784 1517367 12404 12404 1529771 2310928 0 2310928 12404 12404 2323332 PART III, LINE 1A: DURING FYE 6/30/21 SOCIETY PURCHASED $212,500 OF COLLECTION ITEMS FOR PUBLIC EXHIBITION, EDUCATION AND PRESERVATION 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, 2021, 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. ANTIQUARIUS 200667 0 200667 9220 18935 9043 38792 200667 200667 9220 18935 9043 38792 75990 124677 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 - GROUNDS: PROGRAM SERVICE EXPENSES 46,246. MANAGEMENT AND GENERAL EXPENSES 3,017. FUNDRAISING EXPENSES 1,005. TOTAL EXPENSES 50,268. MAINTENANCE - BUILDING: PROGRAM SERVICE EXPENSES 40,720. MANAGEMENT AND GENERAL EXPENSES 2,656. FUNDRAISING EXPENSES 885. TOTAL EXPENSES 44,261. EXHIBIT FABRICATION: PROGRAM SERVICE EXPENSES 39,603. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,603. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 21,032. MANAGEMENT AND GENERAL EXPENSES 13,379. FUNDRAISING EXPENSES 4,187. TOTAL EXPENSES 38,598. ONLINE EXPENSE: PROGRAM SERVICE EXPENSES 28,308. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,308. PRINTING & PHOTCOPYING: PROGRAM SERVICE EXPENSES 21,373. MANAGEMENT AND GENERAL EXPENSES 2,672. FUNDRAISING EXPENSES 2,672. TOTAL EXPENSES 26,717. SUPPLIES: PROGRAM SERVICE EXPENSES 19,369. MANAGEMENT AND GENERAL EXPENSES 2,421. FUNDRAISING EXPENSES 2,421. TOTAL EXPENSES 24,211. HOSPITALITY: PROGRAM SERVICE EXPENSES 17,057. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,686. TOTAL EXPENSES 22,743. MAINTENANCE - EQUIPMENT: PROGRAM SERVICE EXPENSES 20,475. MANAGEMENT AND GENERAL EXPENSES 1,335. FUNDRAISING EXPENSES 445. TOTAL EXPENSES 22,255. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 18,728. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 475. TOTAL EXPENSES 19,203. BANK & INVESTMENT FEES: PROGRAM SERVICE EXPENSES 13,384. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,346. TOTAL EXPENSES 16,730. EXHIBIT DESIGN: PROGRAM SERVICE EXPENSES 12,830. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,830. POSTAGE & DELIVERY: PROGRAM SERVICE EXPENSES 9,549. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,387. TOTAL EXPENSES 11,936. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 11,830. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,830. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 11,340. MANAGEMENT AND GENERAL EXPENSES 148. FUNDRAISING EXPENSES 49. TOTAL EXPENSES 11,537. HONORARIA: PROGRAM SERVICE EXPENSES 8,325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 600. TOTAL EXPENSES 8,925. SECURITY: PROGRAM SERVICE EXPENSES 6,052. MANAGEMENT AND GENERAL EXPENSES 395. FUNDRAISING EXPENSES 132. TOTAL EXPENSES 6,579. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 5,993. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 150. TOTAL EXPENSES 6,143. CULTIVATION: PROGRAM SERVICE EXPENSES 1,055. MANAGEMENT AND GENERAL EXPENSES 1,230. FUNDRAISING EXPENSES 1,230. TOTAL EXPENSES 3,515. RENTALS: PROGRAM SERVICE EXPENSES 3,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,500. TAXES - REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 2,918. MANAGEMENT AND GENERAL EXPENSES 190. FUNDRAISING EXPENSES 63. TOTAL EXPENSES 3,171. FORM 990, PART XI, LINE 9: COLLECTION ITEMS PURCHASED -212,500. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS FORMED AN AUDIT COMMITTEE TO OVERSEE THE AUDIT PROCESS.