2022-04-25T09:34:52-05:00 2021-06-30 050392605 MULLEN SCORPIO & CERILLI 67 CEDAR STREET PROVIDENCE RI 02903 990 2020-07-01 050259110 THE RHODE ISLAND HISTORICAL SOCIETY RHOD 4013318575 110 BENEVOLENT STREET PROVIDENCE RI 02906 CHRISTIANA MORGAN GREFE EXECUTIVE DIRECTOR 4013318575 2022-04-13 1 CHRISTIANA MORGAN GREFE 999009999 ANTHONY W SCORPIO P01360145 4017513860 2022-03-18 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTIANA MORGAN GREFE 110 BENEVOLENT STREET PROVIDENCE RI 02906 10017416 0 X WWW.RIHS.ORG X 1822 RI THE RHODE ISLAND HISTORICAL SOCIETY IS DEDICATED TO COLLECTING, PRESERVING, AND SHARING RHODE ISLAND'S HISTORY. 22 22 42 35 3281 0 845724 1571593 55488 21042 830525 1943250 50304 93628 1782041 3629513 0 0 0 0 1694240 1608360 0 0 210961 840576 873080 2534816 2481440 -752775 1148073 24651841 30696643 445708 478319 24206133 30218324 THE RHODE ISLAND HISTORICAL SOCIETY'S PRIMARY MISSION IS HONORING, INTERPRETING, AND SHARING RHODE ISLAND'S PAST TO ENRICH THE PRESENT AND INSPIRE THE FUTURE. 0 0 651745 31600 LIBRARY PROGRAM - THE RHODE ISLAND HISTORICAL SOCIETY'S ROBINSON RESEARCH CENTER HAS OVER 100,000 VOLUMES RELATING TO THE HISTORY OF ROHODE ISLAND AND SURROUNDING NEW ENGLAND. THIS RESEARCH CENTER ALSO HOLDS MORE THAN 1,000 MANUSCRIPTS, 20,000 ARCHITECTURAL DRAWINGS AND 9 MILLION FEET OF MOVING IMAGE FILM 699468 4992 MUSEUM PROGRAM - THE RIHS OPERATES TWO MUSEUMS, THE JOHN BROWN HOUSE MUSEUM AND THE MUSEUM OF WORK AND CULTURE, AS WELL AS OPERATING THE ALDRICH HOUSE, WHICH SERVES AS ITS HEADQUARTERS, EVENT VENUE, AND EDUCATIONAL SPACE. THE MUSEUM OF WORK AND CULTURE ALSO SERVES AS A VISITORS' CENTER FOR THE BLACKSTONE RIVER VALLEY. IN ADDITION, THE JOHN BROWN HOUSE MUSEUM SERVES AS THE PRIMARY LOCATION OF OUR MUSEUM ARTIFACTS, WHICH NUMBER OVER 20,000. 251599 17159 EDUCATION PROGRAM - THE GOFF CENTER FOR EDUCATION AND PUBLIC PROGRAMS, THE STAFF OF WHICH IS LOCATED AT THE JOHN BROWN HOUSE MUSEUM AND ALDRICH HOUSE, OVERSEES THE RIHS'S EDUCATIONAL WORK RELATED TO RI AND AMERICAN HISTORY, TEACHER PROFESSIONAL DEVELOPMENT IN THE FIELD OF RI AND AMERICAN HISTORY, PRIMARY DOCUMNET-BASED CURRICULUM DEVELOPMENT, UNIT PLANS, STUDENT TOURS, AND WRITTEN MATERIALS, INCLUDING THE FREELY AVAILABLE DIGITAL TEXTBOOK, ENCOMPASS. THE GOFF CENTER DIRECTS THE RIHS'S RHODE ISLAND ONLINE DIRECTORY INITIATIVE (RHODI) PROJECT AND ALSO RUNS RI HISTORY DAY, THE STATE AFFILIATE OF NATIONAL HISTORY DAY. THE PUBLIC PROGRAMS AND RHODI STAFF REPORT TO THE DIRECTOR OF ADVANCEMENT AND PUBLIC PROGRAMS BUT ARE CONSIDERED PART OF THE GOFF CENTER. 1602812 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 12 0 42 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X CHARMYNE GOODFELLOW 4013318575 110 BENEVOLENT STREET PROVIDENCE RI 02906 STANLEY G WEISS TRUSTEE 0.50 X 0 0 0 MICHAEL L BAKER JR CPA TRUSTEE 0.50 X 0 0 0 ROBERT H SLOAN JR CLU CHFC CHAIR 0.50 X X 0 0 0 TIMOTHY N BURDITT TRUSTEE 0.50 X 0 0 0 ANTHONY CALANDRELLI VICE CHAIR 0.50 X X 0 0 0 MICHAEL T EADIE TRUSTEE 0.50 X 0 0 0 GEORGE M GOODWIN PHD TRUSTEE 0.50 X 0 0 0 JAMES WING TRUSTEE 0.50 X 0 0 0 LISA E MELTON TRUSTEE 0.50 X 0 0 0 PETER J MINIATI CFP JD TREASURER 0.50 X X 0 0 0 ALEK A DYKEMAN TRUSTEE 0.50 X 0 0 0 MARY C SPEARE TRUSTEE 0.50 X 0 0 0 BARBARA J THORNTON AIA TRUSTEE 0.50 X 0 0 0 LANE TALBOT SPARKMAN EX-OFFICIO 0.50 X 0 0 0 SCOTT MACKAY TRUSTEE 0.50 X 0 0 0 MAUREEN MOAKLEY PHD TRUSTEE 0.50 X 0 0 0 MARCUS P NEVIUS PHD TRUSTEE 0.50 X 0 0 0 ROBERTA E GOSSELIN TRUSTEE 0.50 X 0 0 0 LUTHER W SPOEHR PHD TRUSTEE 0.50 X 0 0 0 PAUL A CROCE SCD TRUSTEE 0.50 X 0 0 0 WINIFRED E BROWNELL PHD SECRETARY 0.50 X X 0 0 0 VANESSA WYNDER QUAINOO PHD TRUSTEE 0.50 X 0 0 0 ALICIA J SAMOLIS JD TRUSTEE 0.50 X 0 0 0 C MORGAN GREFE PHD EXECUTIVE DIRECTOR 37.50 X 140246 0 11981 140246 0 11981 1 0 1 0 0 63753 44486 509142 954212 8193 1571593 ADMISSIONS INCOME 900099 12925 12925 PROGRAM REVENUE 900099 5783 5783 PUBLICATION SALES 453220 2334 2334 21042 411885 411885 25145 25145 10179 0 10179 10179 10179 7905679 6374314 1531365 1531365 1531365 11310 44486 10323 987 987 24593 3266 21327 21327 3281 0 3281 3281 ADMINISTRATIVE FEES 900099 28481 28481 MISCELLANEOUS 900099 4228 4228 32709 3629513 53751 3281 2000888 X 171505 68602 85753 17150 1125633 752443 237322 135868 37567 28676 8056 835 174530 110211 49001 15318 99125 63749 23104 12272 21500 21500 124041 124041 54320 46148 3213 4959 1796 1695 20 81 91722 69595 22127 1885 901 827 157 223095 194955 28140 57852 47967 9402 483 REPAIRS AND MAINTENANCE 76903 55284 21619 0 AUTOMATION 48039 23861 13863 10315 PURCHASE OF COLLECTIONS 31921 31921 0 0 PROGRAM EXPENSES 28691 27631 1060 0 111315 79173 18619 13523 2481440 1602812 667667 210961 379673 969630 341799 492176 81958 99344 7163 22136 16078 15195 14748 14038 6629535 3995385 2775083 2634150 19938009 25036678 1097330 1413296 24651841 30696643 141874 166883 11572 19174 292262 292262 445708 478319 X 8820085 11128890 15386048 19089434 24206133 30218324 24651841 30696643 1148073 4864118 0 X X 0 1 X 1 0 X 957841 886015 856694 749599 1571594 5021743 957841 886015 856694 749599 1571594 5021743 1613122 3408621 381339 512052 561267 509222 447209 2411089 29746 25571 11240 3112 4239 73908 7506740 239652 0.45410 0.40830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 20325274 17017 6454629 1241496 25555424 21124755 9017 444787 1253285 20325274 21439559 7095 842152 1164051 21124755 20907952 10017 1643332 1121742 21439559 15171196 4884473 1867666 1015383 20907952 0.28000 0.59000 0.13000 1 0 636822 636822 2513891 1457470 1056421 2899355 2106639 792716 568235 420044 148191 11232 11232 0 2634150 PPP LOAN PAYABLE 292262 292262 X 8382979 4864118 13389 4877507 3505472 124041 124041 3629513 2370788 13389 13389 2357399 124041 124041 2481440 PART III, LINE 1A: COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART, AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES. THE SOCIETY'S POLICY REQUIRES THAT THE PROCEEDS FROM THE SALES OF COLLECTION ITEMS BE USED SOLELY FOR ACQUISITIONS OF OTHER ITEMS FOR COLLECTION OR CARE OF COLLECTION ITEMS. DUE TO THE COST OF CAPITALIZING THE COLLECTION ITEMS AND MAINTAINING ONGOING VALUATION INFORMATION, THE SOCIETY HAS ELECTED NOT TO CAPITALIZE ITS COLLECTIONS. HOWEVER, MANAGEMENT CONSIDERS THE VALUE OF THE COLLECTION ITEMS TO BE SIGNIFICANT. PART III, LINE 4: COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART, AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES. PART V, LINE 4: THE TRUSTEES MANAGE THE ENDOWMENT IN A MANNER THAT, OVER THE LONG-TERM, WILL ENSURE THAT THE ENDOWMENT ASSETS WILL APPRECIATE SO THAT, AT A MINIMUM, THEY KEEP PACE WITH THE EFFECTS OF INFLATION WHILE ASSUMING A MODERATE LEVEL OF RISK. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE SOCIETY RELIES ON A TOTAL RETURN STRATEGY WHEREBY INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE SOCIETY TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN A REASONABLE RISK TOLERANCE. THE SOCIETY'S INVESTMENT POLICY IS EXPECTED TO ENHANCE THE REAL PURCHASING POWER OF THE ENDOWMENT WHILE MAINTAINING ITS ABILITY TO MEET CURRENT OBLIGATIONS. THE SOCIETY'S INTERMEDIATE TO LONG-TERM INVESTMENT OBJECTIVE IS TO MAINTAIN PURCHASING POWER SO THAT LEVELS OF SERVICES AND PROGRAMS ARE MAINTAINED IN RELATION TO AVERAGE COST INCREASES. THE SOCIETY'S SPENDING POLICY GUIDES ITS USE OF ENDOWMENT EARNINGS. THE SPENDING POLICY DETERMINES THE AMOUNT THAT CAN BE WITHDRAWN FROM THE ENDOWMENT TO SUPPORT THE SOCIETY'S OPERATIONS AND RESTRICTED PURPOSES. THE SPENDING POLICY IS REVIEWED ANNUALLY BY THE TRUSTEES IN CONSULTATION WITH THE FINANCE AND INVESTMENT COMMITTEES. IN CONSIDERATION OF ECONOMIC CONDITIONS, INSTITUTIONAL ENDOWMENT OBJECTIVES AND OPERATIONAL FUNDING NEEDS, THE SPENDING POLICY IS ADJUSTED BY THE TRUSTEES AS DETERMINED TO BE NECESSARY TO COMPLY WITH UPMIFA'S PRUDENCY REQUIREMENTS. PART X, LINE 2: THE SOCIETY EVALUATES ITS UNCERTAIN TAX POSITIONS USING GUIDANCE FOR CONTINGENCIES AS CONTAINED IN U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE SOCIETY WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WERE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 13,389. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 13,389. MOWC SPRING EVENT 14655 10250 4405 600 4691 SPRING FORWARD/FALL BACK 32088 28363 3725 3601 1 9053 5873 3180 1431 55796 44486 11310 600 9723 10323 987 24593 1693 1573 0 24593 1693 1573 3266 21327 RI 1 0 1 0 1.00000 ANNE CONWAY 15 NOTRE DAME AVENUE CUMBERLAND RI 02864 0 ANNE CONWAY THE GAMING MANAGER KEEPS THE BOOKS AND RECORDS OF ALL GAMING ACTIVITIES, AND IS IN CHARGE OF MANAGING ALL GAMING ACTIVITIES. X 0 1 0 0 0 0 0 0 0 0 0 C MORGAN GREFE PHD EXECUTIVE DIRECTOR 140246 0 0 0 0 0 6632 0 5349 0 152227 0 0 0 X 23 0 PRICELESS X 0 PRICELESS X 335 0 PRICELESS X OTHER IN-KIND DONATIONS 0 4400 FMV X SPECIAL EVENT FOOD/OTHER 0 2100 FMV X RAFFLE PRIZES 0 1693 FMV X OTHER MANUSCRIPTS - COLLECTIONS 8 0 PRICELESS X OTHER MANUSCRIPTS 26 0 PRICELESS 0 0 0 PART I, LINE 33: THE SOCIETY CONSIDERS COLLECTION ITEMS TO BE PRICELESS. ACCORDINGLY, CONTRIBUTIONS TO THE COLLECTION WERE NOT ASSIGNED VALUES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR FOR FINANCE AND ADMINISTRATION, AND THEN BY THE EXECUTIVE DIRECTOR, TREASURER, AND AUDIT CHAIR. IT IS THEN REFERRED TO THE AUDIT COMMITTEE FOR APPROVAL. THE AUDIT COMMITTEE THEN DISCUSSES WITH THE BOARD OF TRUSTEES. THE TRUSTEES ARE PROVIDED WITH A COPY OF THE FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C A BOARD MEMBER SHALL PROMPTLY DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRIOR TO ANY CONSIDERATION OF ANY MATTER IN WHICH A POTENTIAL CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER SHALL ABSTAIN FROM DISCUSSING OR VOTING ON THE MATTER. EACH YEAR THE TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION AND INFORMS THE BOARD OF TRUSTEES. ALL OTHER SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR, IN CONSULTATION WITH APPROPRIATE SENIOR STAFF AND BENCHMARKING, AND ARE PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL AS A COMPLETE SALARY LINE, NOT AS INDIVIDUAL SALARIES, WHICH IS CONSIDERED A MANAGEMENT DUTY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE KEPT SECURELY IN THE BUSINESS OFFICE AND COPIES CAN BE REQUESTED FOR PUBLIC INSPECTION. THE DOCUMENTS ARE ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART IX, LINE 11G CONSULTANTS AND OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 46,148. MANAGEMENT AND GENERAL EXPENSES 3,213. FUNDRAISING EXPENSES 4,959. TOTAL EXPENSES 54,320. FORM 990, PART IX, LINE 24E PRINTING: PROGRAM SERVICE EXPENSES 19,688. MANAGEMENT AND GENERAL EXPENSES 19. FUNDRAISING EXPENSES 4,724. TOTAL EXPENSES 24,431. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 18,791. MANAGEMENT AND GENERAL EXPENSES 3,464. FUNDRAISING EXPENSES 17. TOTAL EXPENSES 22,272. TELEPHONE: PROGRAM SERVICE EXPENSES 10,952. MANAGEMENT AND GENERAL EXPENSES 5,287. FUNDRAISING EXPENSES 1,321. TOTAL EXPENSES 17,560. SUPPLIES: PROGRAM SERVICE EXPENSES 5,520. MANAGEMENT AND GENERAL EXPENSES 3,146. FUNDRAISING EXPENSES 1,625. TOTAL EXPENSES 10,291. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 3,891. MANAGEMENT AND GENERAL EXPENSES 480. FUNDRAISING EXPENSES 3,113. TOTAL EXPENSES 7,484. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 4,787. MANAGEMENT AND GENERAL EXPENSES 2,335. TOTAL EXPENSES 7,122. EXHIBITS: PROGRAM SERVICE EXPENSES 6,248. TOTAL EXPENSES 6,248. SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 4,908. MANAGEMENT AND GENERAL EXPENSES 177. FUNDRAISING EXPENSES 492. TOTAL EXPENSES 5,577. PROFESSIONAL MEMBERSHIP: PROGRAM SERVICE EXPENSES 1,024. MANAGEMENT AND GENERAL EXPENSES 1,618. FUNDRAISING EXPENSES 2,231. TOTAL EXPENSES 4,873. BUILDING SUPPLIES: PROGRAM SERVICE EXPENSES 2,714. MANAGEMENT AND GENERAL EXPENSES 2,093. TOTAL EXPENSES 4,807. STIPENDS: PROGRAM SERVICE EXPENSES 650. TOTAL EXPENSES 650. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS OF SELECTION OR OVERSIGHT OF THE INDEPENDENT AUDITORS FROM THE PRIOR YEAR.