2018-02-01T09:16:19-06:00 2017-06-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2016-07-01 066036049 GREENWICH HISTORICAL SOCIETY INC GREE 2038696899 39 STRICKLAND RD COS COB CT 06807 BRUCE DIXON TREASURER 2036291043 2018-01-31 1 WALTER J MCKEEVER JR P00964495 2036228625 X 24.184.230.3 2018-01-31 23:18:47 ES P 840320CFAA62540E819DE4DEC3163EFD56A2F420 8C0DAEE30629953E4B57DD49B50DE5EBD6A95C4B 2016 2021-01-29 14:40:06Z BRUCE DIXON 9 MAHER AVENUE GREENWICH CT 06830 5181958 0 X WWW.GREENWICHHISTORY.ORG X 1931 CT THE GREENWICH HISTORICAL SOCIETY PRESERVES THE HISTORY OF GREENWICH, ENGAGES THE PUBLIC IN AN EXPLORATION OF OUR RICH CULTURAL HERITAGE, INSPIRES A SPIRIT OF DISCOVERY THROUGH EDUCATIONAL PROGRAMS AND ENCOURAGES ACTIVE PARTICIPATION IN THE PRESERVATION AND INTERPRETATION OF THE TOWN'S PAST. 30 30 31 200 0 0 3297839 4207986 95132 70012 248487 237149 204063 398134 3845521 4913281 0 0 0 0 839263 869208 0 0 421730 971592 799883 1810855 1669091 2034666 3244190 14471959 18320743 115801 379791 14356158 17940952 X THE GREENWICH HISTORICAL SOCIETY PRESERVES THE HISTORY OF GREENWICH, ENGAGES THE PUBLIC IN AN EXPLORATION OF OUR RICH CULTURAL HERITAGE, INSPIRES A SPIRIT OF DISCOVERY THROUGH EDUCATIONAL PROGRAMS AND ENCOURAGES ACTIVE PARTICIPATION IN THE PRESERVATION AND INTERPRETATION OF THE TOWN'S PAST. 0 0 957712 64512 (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) EDUCATIONAND EXHIBITION PROGRAMS FOR STUDENTS, TEACHERS, YOUTH, FAMILIES AND ADULTS. 957712 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 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 52 0 1 31 0 0 0 0 0 0 0 0 0 X 30 30 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 39 STRICKLAND ROAD COS COB CT 06807 X DAVID BROWNWOOD VICE CHAIR 2.00 X X 0 0 0 ASHLEY ALLAN BOARD MEMBER 1.00 X 0 0 0 THOMAS P CLEPHANE BOARD MEMBER 1.00 X 0 0 0 BEA CRUMBINE BOARD MEMBER 1.00 X 0 0 0 HALEY ELMLINGER BOARD MEMBER 1.00 X 0 0 0 BRUCE D DIXON TREASURER 8.00 X X 0 0 0 SUZANNE C FRANK BOARD MEMBER 1.00 X 0 0 0 ROBERT HINMAN GETZ BOARD MEMBER 1.00 X 0 0 0 JESSICA S GUFF VICE CHAIR 2.00 X X 0 0 0 GRAY HAMPTON III BOARD MEMBER 1.00 X 0 0 0 LEIGH ANN RYAN BOARD MEMBER 1.00 X 0 0 0 BETH TAYLOR BOARD MEMBER 1.00 X 0 0 0 ME KJAERNESTED BOARD MEMBER 1.00 X 0 0 0 ISABEL MALKIN CORRESPONDING SEC. 2.00 X X 0 0 0 BARBARA MACDONALD BOARD MEMBER 1.00 X 0 0 0 MELISSA HAWKS BOARD MEMBER 1.00 X 0 0 0 ANNE OGLIVY BOARD MEMBER 1.00 X 0 0 0 DAVID ORMSBY SECRETARY 2.00 X X 0 0 0 EMMA PENNINGTON BOARD MEMBER 1.00 X 0 0 0 ELLEN T REID BOARD MEMBER 1.00 X 0 0 0 DEBRA G ROYCE BOARD MEMBER 1.00 X 0 0 0 SALLY LAWRENCE BOARD MEMBER 1.00 X 0 0 0 DAVIDDE E STRACKBEIN CHAIR 20.00 X X 0 0 0 ALEASE FISHER TALLMAN BOARD MEMBER 1.00 X 0 0 0 CATHERINE TOMPKINS VICE CHAIR 2.00 X X 0 0 0 HUGH B VANDERBILT JR BOARD MEMBER 1.00 X 0 0 0 WALTER RAQUET BOARD MEMBER 1.00 X 0 0 0 LYNNE WHEAT 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 0 0 0 0 0 0 0 0 39332 5606 4163048 4207986 EDUCATION PROGRAMS 900099 55722 55722 MUSEUM & PUBLICATION S 900099 8790 8790 FACILITY RENTAL 900099 5500 5500 70012 235110 235110 47872 0 47872 47872 47872 2039 0 2039 2039 2039 618939 268677 350262 350262 4913281 117884 0 587411 X 746801 441841 126842 178118 22659 12133 5098 5428 44148 19643 14177 10328 55600 33173 9261 13166 7942 7942 2126 1981 122 23 222 147 75 53948 53948 51447 3924 47523 FUNDRAISING - CAPITAL C 139354 139354 PROFESSIONAL FEES 63318 36410 26193 715 HOSPITALITY 54301 30234 9904 14163 PRINTING & PHOTCOPYING 48570 35216 8156 5198 378655 335068 -11650 55237 1669091 957712 289649 421730 573482 1458015 1506939 2301963 406786 51571 5506 3820 7416 17678 5114525 1263518 2240287 3851007 4782020 5692117 4949523 4944572 14471959 18320743 115801 379791 115801 379791 X 7909837 9470489 2911163 4535305 3535158 3935158 14356158 17940952 14471959 18320743 3244190 340604 0 X X 0 1 X 1 0 X 1140894 870586 1367302 3212287 4207986 10799055 73135 79220 76340 87219 64512 380426 1214029 949806 1443642 3299506 4272498 11179481 0 0 0 11179481 276848 639806 351190 248352 235110 1751306 276848 639806 351190 248352 235110 1751306 1490877 1589612 1794832 3547858 4507608 12930787 0.86460 0.82990 0.13540 0.17010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4944572 X X X 0 0 4782020 330574 579523 5692117 5283301 -149404 351877 4782020 5591716 -36819 271596 5283301 5099659 650392 158335 5591716 4823653 761 561692 286447 5099659 0 0 652539 652539 3695572 497104 3198468 766414 766414 0 0 3851007 TIFF INVESTMENTS 5692117 F 5692117 HISTORIC LAND AND BUILDINGS 4944572 4944572 X 5253885 340604 340604 4913281 0 4913281 1669091 0 1669091 0 1669091 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, 2017, 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 336314 336314 OTHER 282625 282625 4 618939 618939 618939 JINGWEI LI FINANCE MANAGER 39 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 FOR 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-BUILDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,925. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 34,402. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,881. TOTAL EXPENSES 36,283. MAINTENANCE- GROUNDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,837. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,837. UTILITIES & PHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,591. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,591. CONSULTANTS: PROGRAM SERVICE EXPENSES 7,076. MANAGEMENT AND GENERAL EXPENSES 20,538. FUNDRAISING EXPENSES 3,608. TOTAL EXPENSES 31,222. SUPPLIES: PROGRAM SERVICE EXPENSES 21,092. MANAGEMENT AND GENERAL EXPENSES 9,539. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,631. FABRICATION: PROGRAM SERVICE EXPENSES 29,715. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,715. POSTAGE: PROGRAM SERVICE EXPENSES 12,880. MANAGEMENT AND GENERAL EXPENSES 9,677. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,557. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 13,041. MANAGEMENT AND GENERAL EXPENSES 4,417. FUNDRAISING EXPENSES 245. TOTAL EXPENSES 17,703. RENTALS: PROGRAM SERVICE EXPENSES 17,318. MANAGEMENT AND GENERAL EXPENSES 45. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,363. MAINTENANCE-EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,749. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,749. HONORARIA: PROGRAM SERVICE EXPENSES 13,155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,155. TAXES- REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,642. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,642. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 3,733. MANAGEMENT AND GENERAL EXPENSES 3,221. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,954. MUSEUM STORE PURCHASES: PROGRAM SERVICE EXPENSES 6,827. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,827. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 5,687. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 751. TOTAL EXPENSES 6,438. ONLINE EXPENSE: PROGRAM SERVICE EXPENSES 2,702. MANAGEMENT AND GENERAL EXPENSES 3,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,359. SECURITY: PROGRAM SERVICE EXPENSES 280. MANAGEMENT AND GENERAL EXPENSES 5,064. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,344. EXHIBITION DESIGN: PROGRAM SERVICE EXPENSES 4,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,275. CULTIVATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,444. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,444. BANK & INVESTMENT FEES: PROGRAM SERVICE EXPENSES 1,263. MANAGEMENT AND GENERAL EXPENSES 103. FUNDRAISING EXPENSES 1,932. TOTAL EXPENSES 3,298. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 853. MANAGEMENT AND GENERAL EXPENSES 140. FUNDRAISING EXPENSES 350. TOTAL EXPENSES 1,343. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS FORMED AN AUDIT COMMITTEE TO OVERSEE THE AUDIT PROCESS.