2019-10-08T13:35:46-05:00 2018-12-31 474526160 EFPR GROUP CPAS PLLC 6390 MAIN STREET SUITE 200 WILLIAMSVILLE NY 14221 990 2018-01-01 112552886 CAROUSEL SOCIETY OF THE NIAGARA FRONTIER INC CARO 7166931885 180 THOMPSON STREET NORTH TONAWANDA NY 14120 EDWARD JANULIONIS TREASURER 7166931885 2019-07-03 1 JOHN T O'BRIEN P01253588 7166340700 64.88.174.3 2019-07-03 09:45:23 ED P 327ED303F53EBFC7114DED6AF5BF2CE2276CDF02 BBA1BC964B4BD603FE274E73A21E78319B60C9D2 2018 2019-02-21 02:37:17Z EDWARD JANULIONIS 180 THOMPSON STREET NORTH TONAWANDA NY 14120 299981 0 X CAROUSELMUSEUM.ORG X 1983 NY THE HERSCHELL CAROUSEL FACTORY MUSEUM, OPERATED BY THE CAROUSEL SOCIETY OF THE NIAGARA FRONTIER, IS A PREMIER NATIONAL HISTORIC SITE AND COMMUNITY RESOURCE FOR FAMILY RECREATION THAT FOSTERS AN APPRECIATION FOR THE UNIQUE HERITAGE OF THE CAROUSEL AND RELATED INDUSTRIES IN THE NIAGARA REGION THROUGH EDUCATIONAL, CULTURAL, AND RECREATIONAL PROGRAMMING, VISITORS WILL EXPERIENCE THE PLACES, PEOPLE, STORIES, AND ARTIFACTS ASSOCIATED WITH THE PRODUCTION OF CAROUSELS, BAND ORGANS, AND OTHER AMUSEMENT DEVICES. 14 14 9 0 0 0 101902 74896 100394 110106 104 327 56523 56282 258923 241611 0 0 0 0 110769 134237 0 0 0 145294 160697 256063 294934 2860 -53323 1565459 1644645 4834 139072 1560625 1505573 X THE HERSCHELL CAROUSEL FACTORY MUSEUM, OPERATED BY THE CAROUSEL SOCIETY OF THE NIAGARA FRONTIER, IS A PREMIER NATIONAL HISTORIC SITE AND COMMUNITY RESOURCE FOR FAMILY RECREATION THAT FOSTERS AN APPRECIATION FOR THE UNIQUE HERITAGE OF THE CAROUSEL AND RELATED INDUSTRIES IN THE NIAGARA REGION THROUGH EDUCATIONAL, CULTURAL, AND RECREATIONAL PROGRAMMING, VISITORS WILL EXPERIENCE THE PLACES, PEOPLE, STORIES, AND ARTIFACTS ASSOCIATED WITH THE PRODUCTION OF CAROUSELS, BAND ORGANS, AND OTHER A 0 0 267623 110106 PUBLIC PROGRAMMING/OUTREACH - PRESENTED SEVERAL SESSIONS OF BEGINNING AND INTERMEDIATE WOODCARVING AND "CAROUSEL CHATS" OF MISSION-RELATED TOPICS, CONTINUED DEMONSTRATIONS OF WOODCARVING AND MUSIC ROLL MAKING, PRESENTED FAMILY ORIENTED EVENTS WHICH INCLUDED AN EDUCATION AND ENTERTAINMENT COMPONENT, AND PRESENTED "SCHOOL BREAK" ACTIVITY DAYS FOR CHILDREN. 267623 1 1 0 0 0 0 1 1 0 1 1 0 0 0 0 1 0 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 1 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X CLAUDIA BROWN 7166931885 303 GOUNDRY STREET NORTH TONAWANDA NY 14120 RAPHAELLE PROEFROCK PRESIDENT 35.00 X X 0 0 0 JAY WILCOX VICE PRESIDENT 2.00 X X 0 0 0 REANNA DARONE SECRETARY 1.00 X X 0 0 0 EDWARD JANULIONIS ASSISTANT TREASURER 6.00 X X 0 0 0 ROBERT LETESTE TREASURER 1.00 X X 0 0 0 DOUGLAS A BATHKE TRUSTEE 6.00 X 0 0 0 WARD BRAY TRUSTEE 2.00 X 0 0 0 ANDREW MANTIONE TRUSTEE 1.00 X 0 0 0 GLEN PITTMAN TRUSTEE 1.00 X 0 0 0 CHARLES PROEFROCK TRUSTEE 10.00 X 0 0 0 NANCY ROGGE TRUSTEE 1.00 X 0 0 0 IAN SUTHERLAND TRUSTEE 1.00 X 0 0 0 WILLIAM NICHOLS TRUSTEE 1.00 X 0 0 0 KELLY FERGUSON TRUSTEE 1.00 X 0 0 0 MEGAN HAHIN EXECUTIVE DIR (BEG SEPT 2018) 35.00 X 16330 0 0 RAPHAELLE PROEFROCK EXECUTIVE DIR (TO AUG 2018) 35.00 X 14423 0 0 30753 0 0 0 0 0 0 0 56250 18646 74896 ADMISSIONS 712110 83754 83754 EDUCATIONAL PROGRAMS 712110 11831 11831 MEMBERSHIP DUES 712110 7598 7598 PRIVATE & GROUP EVENTS 712110 6923 6923 110106 327 327 64776 16115 48661 48661 48609 42255 6354 6354 MISCELLANEOUS 900099 1267 1267 1267 241611 110106 0 56609 30753 27678 3075 91440 82296 9144 12044 10840 1204 2100 1890 210 9225 8302 923 13470 12123 1347 14898 13408 1490 11529 10376 1153 2580 2322 258 13 12 1 39914 35923 3991 29924 26932 2992 EXHIBIT & EDUCATION 21818 21818 REPAIRS & MAINTENANCE 11497 10347 1150 TELEPHONE 2099 1889 210 DUES & SUBSCRIPTIONS 1507 1356 151 123 111 12 294934 267623 27311 0 86942 224301 33853 20131 45180 42372 2239502 885753 1393663 1353749 5821 4092 1565459 1644645 2755 10671 128401 2079 4834 139072 X 1560625 1473433 32140 1560625 1505573 1565459 1644645 -53323 -1729 0 X X 1 X 0 1 0 X 116011 112430 359140 101902 74896 764379 80239 89595 82716 100394 110106 463050 196250 202025 441856 202296 185002 1227429 0 0 0 1227429 172 204 217 104 327 1024 172 204 217 104 327 1024 72726 83503 96533 108866 56282 417910 269148 285732 538606 311266 241611 1646363 0.74550 0.77190 0.00060 0.00050 X X 1 0 X X X 0 5821 -1729 4092 5976 -155 5821 5064 912 5976 6753 -1689 5064 6753 6753 1.00000 0 0 100925 100925 601488 304473 297015 1478679 526984 951695 33218 29457 3761 25192 24839 353 1353749 X 321597 -1729 65600 16115 79986 241611 0 241611 376649 65600 16115 81715 294934 0 294934 PART II, LINE 5: THE CAROUSEL SOCIETY OCCUPIES THE ALLAN HERSCHEL COMPANY FACTORY BUILDING, A HISTORIC STRUCTURE, AND OPERATES AS A MUSEUM YEAR-ROUND. IN REGARDS TO THE EASEMENT, THE NUMBER OF HOURS AND EXPENSES SPECIFIC TO MONITORING AND ENFORCMENT CANNOT BE READILY DETERMINED. PART III, LINE 1A: THE SOCIETY OWNS, PRESERVES, AND DISPLAYS A RICH AND EXCITING COLLECTION OF RIDES, PERIOD EQUIPMENT, AND EPHEMERA. THE VARIOUS PIECES ARE ON DISPLAY AT THE SOCIETY'S MUSEUM LOCATED IN NORTH TONAWANDA, NEW YORK. THE SOCIETY DOES NOT RECORD ITS COLLECTION ON ITS STATEMENT OF FINANCIAL POSITION. DURING THE YEAR ENDED DECEMBER 31, 2017 AND 2016, A NUMBER OF CONTRIBUTORS DONATED VARIOUS COLLECTION PIECES TO THE SOCIETY. IN ACCORDANCE WITH THE SOCIETY'S POLICY, THESE CONTRIBUTIONS ARE NOT RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART III, LINE 4: ARTIFACTS AND ARCHIVAL MATERIALS FROM THE CAROUSEL, BAND ORGAN, AND AMUSEMENT RIDE INDUSTRIES. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR FUTURE SUPPORT OF THE MUSEUM. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE); THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE SOCIETY HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE SOCIETY PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE SOCIETY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS FINANCIAL STATEMENTS. U.S. FORMS 990 FILED BY THE SOCIETY ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE (NET W/ REVENUE) 16,115. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE (NET W/ REVENUE) 16,115. CANAL FEST 52870 52870 9612 52870 52870 9612 9612 43258 FORM 990, PART VI, SECTION A, LINE 2 RAPHAELLE PROEFROCK, MUSEUM DIRECTOR, AND CHARLES PROEFROCK, BOARD MEMBER, ARE HUSBAND AND WIFE. NEITHER ARE COMPENSATED FOR THEIR SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE CAROUSEL SOCIETY SELLS MEMBERSHIPS TO THE GENERAL PUBLIC WHICH INCLUDE ADMISSION TO THE MUSEUM, DISCOUNTED RIDES AND CLASSES, AND A NEWSLETTER. MEMBERS DO NOT VOTE ON THE BOARD MEMBERSHIP OR DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 IS E-MAILED TO ALL TRUSTEES, AS WELL AS THE FINAL COPY, FOR REVIEW, COMMENT, AND ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORM IS DISTRIBUTED ANNUALLY AT BOARD MEETING FOR TRUSTEES TO SIGN. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR RECIEVED A STIPEND IN THE CURRENT YEAR. THE SALARY FOR THE DIRECTOR OF EDUCATION WAS BASED ON RESEARCH OF COMPARABLE POSITIONS WITH ORGANIZATIONS OF SIMILAR SIZE. FORM 990, PART VI, SECTION C, LINE 19 THE INFORMATION IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS FOR THE REVIEW HAVE TAKEN PLACE DURING THE FISCAL YEAR ENDED DECEMBER 31, 2018.