2016-11-14T13:31:48-06:00 2015-12-31 132572848 OWEN PETERSEN AND CO LLP 399 ROUTE 109 SUITE 2 WEST BABYLON NY 11704 990 2015-01-01 111700962 SUFFOLK COUNTY HISTORICAL SOCIETY SUFF 6317272881 300 WEST MAIN STREET RIVERHEAD NY 11901 ROBERT FINNEGAN TRUSTEE 6317272881 2016-11-07 1 LISA MARTINELLI-BOWMAN CPA P00292312 6313219800 2016-11-07 2015 2017-02-10 21:41:12Z ROBERT FINNEGAN 300 WEST MAIN STREET RIVERHEAD NY 11901 1065453 0 X WWW.SUFFOLKCOUNTYHISTORICALSOCIETY.ORG X 1886 NY THE SOCIETY PROVIDES EDUATIONAL PROGRAMS, A MUSEUM, AND A LIBRARY FOR THE BENEFIT OF STUDENTS, RESEARCHERS, AND THE GENERAL PUBLIC. 13 13 13 5 0 0 457328 583416 6163 8117 58555 101341 0 0 522046 692874 0 0 0 0 241867 239683 0 0 75448 185202 240636 427069 480319 94977 212555 1512151 1599820 47781 26666 1464370 1573154 A HISTORICAL SOCIETY THAT PROVIDES EDUCATIONAL PROGRAMS, A MUSEUM, AND A LIBRARY FOR THE BENEFIT OF STUDENTS, RESEARCHERS AND THE GENERAL PUBLIC. 0 0 19112 3588 EDUCATION PROGRAMS - SERVES LOCAL SCHOOL DISTRICTS AND THE PUBLIC ON THE HISTORY OF SUFFOLK COUNTY, IT'S PEOPLE AND PLACES: ALSO COMPUTER INTEREST GROUPS AND GENEAOLOGISTS. 95286 2804 RESEARCH LIBRARY - PUBLIC AND EDUCATIONAL REFERENCE LIBRARY PROVIDING HISTORICAL DOCUMENTS AND GENEOLOGICAL/HISTORY PROGRAMS 227569 MUSEUM- PUBLIC AND EDUCATIONAL DISPLAYS AND EXHIBITS REFLECTING THE HISTORY OF SUFFOLK COUNTY. 341967 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 13 0 13 1 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X SUFFOLK COUNTY HISTORICAL SOCIETY 6317272881 300 WEST MAIN STREET RIVERHEAD NY 11901 MS HELEN MULVIHILL TRUSTEE 3.00 X 0 0 0 MRS FRANCES RYAN TRUSTEE 3.00 X 0 0 0 MR ICILIO BIANCHI TRUSTEE 3.00 X 0 0 0 MR DAVID CLEMENS TRUSTEE 3.00 X 0 0 0 MS CHRISTINE KEMPNER TRUSTEE 1.00 X 0 0 0 MR RICHARD WELCH TRUSTEE 3.00 X 0 0 0 MRS KATHRYN CURRAN UNTIL 8 31 15 EXECUTIVE DIRECTOR 40.00 X 56084 0 0 MS VERA ESPOSITO TRUSTEE 3.00 X 0 0 0 MR ROBERT FINNEGAN TRUSTEE 1.00 X 0 0 0 MR JAMES HUDSON TRUSTEE 1.00 X 0 0 0 MR BOB BARAUSKAS PRESIDENT 10.00 X 0 0 0 MR RONALD MICHNE FIRST VICE PRESIDENT 3.00 X 0 0 0 MR ROBERT ANRIG TREASURER 10.00 X 0 0 0 MR RICHMOND GARDNER SECRETARY 10.00 X 0 0 0 MR CHRISTOPHER BODKIN SECOND VICE PRESIDENT 3.00 X 0 0 0 56084 0 0 0 0 0 0 0 13695 2629 305765 261327 4240 583416 8117 8117 8117 16282 16282 450987 4642 368717 1853 82270 2789 85059 85059 2009 2629 2009 0 692874 93176 0 16282 X 56084 22434 5608 28042 161604 125110 34161 2333 5342 3790 1007 545 16653 11287 3042 2324 14000 14000 51738 22740 1093 27905 5651 5651 31033 28030 1128 1875 50477 42783 1408 6286 546 546 25295 22171 312 2812 28749 24738 710 3301 EXHIBITS AND CONSERVATI 17241 17241 WRITE DOWN OF INVENTORY 13212 13212 MISCELLANEOUS 2242 1831 411 MEMBERSHIP AND SUBSCRIP 452 403 24 25 480319 341967 62904 75448 89133 32305 114374 223963 74281 84475 42748 29736 557 6711 867898 520924 170490 346974 880888 833864 139680 41792 1512151 1599820 41806 18251 5975 8415 47781 26666 X 1341934 1262020 81000 278000 41436 33134 1464370 1573154 1512151 1599820 X 212555 -84393 -11043 -8335 X 0 1 X 1 0 X 299352 394388 337069 457328 583416 2071553 299352 394388 337069 457328 583416 2071553 265686 1805867 15870 23347 19192 19460 16282 94151 2165704 34100 0.83380 0.95070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 26634 26634 636125 350643 285482 205139 170281 34858 346974 X 599291 -84393 -9190 -93583 692874 0 692874 482172 1853 1853 480319 0 480319 PART III, LINE 1A: IN ACCORDANCE WITH THE PROVISIONS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE SOCIETY DOES NOT CAPITALIZE DONATED WORKS OF ART OR RECOGNIZE THEM AS REVENUES OR GAINS ON THE STATEMENT OF ACTIVITIES. THAT STATEMENT PROVIDES THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNEMCUMBERED, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. IN ADDITION, ITEMS ACQUIRED THROUGH PURCHASE ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PUCHASED WITH UNRESTRICTED ASSETS AND AS DECREASED IN TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED IF PURCHASED WITH DONOR RESTRICTED ASSETS. PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE PRESENTED AS A INCREASE IN NET ASSETS. THE SOCIETY'S COLLECTION'S MANAGEMENT POLICY ESTABLISHES FOUR BROAD CATEGORIES OF COLLECTIONS, GENERAL HISTORY, DECORATIVE ARTS, FINE AND FOLK ARTS, AND ETHNOGRAPHIC AND NATURAL HISTORY, WHICH GUIDE THE SOCIETY'S COLLECTING PRACTICES. WITHIN THESE CATAGORIES THERE ARE SMALLER GROUPINGS OF DIVERSE HISTORICAL OBJECTS THAT INCLUDE ITEMS SUCH AS ARMS AND ARMAMENT, COSTUMES, TOOLS AND EQUIPMENT, CERAMICS, FURNITURE, GLASS, TEXTILES, PAINTINGS, DRAWINGS, SCULPTURE, GRAPHIC ARTS, MUSICAL INSTRUMENTS,PROJECTILE POINTS AND STONE TOOLS,NATIVE AMERICAN HANDIWORK AND WILDLIFE SPECIMENS. THE GENERAL HISTORY (COSTUME, TOOLS AND EQUIPMENT,DOLLS, TOYS AND GAMES)AND THE DECORATIVE ARTS (CERAMICS, FURNITURE AND TEXTILES) ARE CONSIDERED THE "PRIMARY COLLECTIONS" OF THE SOCIETY. THE LIBRARY AND ARCHIVAL COLLECTIONS ARE DIVIDED INTO TWO BROAD CATEGORIES, EACH WITH SUB-GROUPINGS. THE LIBRARY COLLECTIONS INCLUDE MATERIALS FOR GENERAL HISTORICAL RESEARCH, GENEALOGICAL RESEARCH AND CULTURAL RESOURCE PUBLICATIONS. THE ARCHIVE INCLUDES PERSONAL PAPERS, ACCOUNT BOOKS, DIARIES, MARITIME DOCUMENTS, PHOTOGRAPHS, MAPS AND RAILROAD MATERIALS. THE PHOTOGRAPH COLLECTIONS, AND MANUSCRIPT COLLECTIONS (ORIGINAL DOCUMENTS) ARE IRREPLACEABLE, AND THEREFORE ARE CONSIDERED TO BE OF GREATER IMPORTANCE RELATIVE TO OTHER COLLECTIONS. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THAT MANGEMENT EVALUATE THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS. COMPANIES ARE REQUIRED TO RECOGNIZE IN THEIR FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION IF THE POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED ON AUDIT. THE POSITON ASCERTAINED INHERENTLY REQUIRES JUDGMENT AND ESTIMATES BY MANAGEMENT. FOR THE YEAR ENDED DECEMBER 31, 2014 AND 2013 THE SOCIETY DOES NOT BELIEVE THAT THEY HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE THEM TO MEASURE AND REFLECT THE POTENTIAL LACK OF SUSTAINABILITY OF A POSITION ON AUDIT IN THEIR FINANCIAL STATEMENTS. MANGEMENT WILL CONTINUE TO EVALUATE THEIR TAX POSITIONS TO DETERMINE IF MEASUREMENT AND RECOGNITION IN THE PRESENTATION OF FINANCIAL STATEMENTS IS REQUIRED. THE SOCIETY BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATION PRIOR TO 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD INVESTMENT FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD KATHY CURRAN FORMER EXECUTIVE DIRECTOR 241000 FORMER DIRECTOR IS CURRENTLY DIRECTOR OF AN ORGANIZATION FROM WHICH THE SOCIETY IS THE RECIPIENT OF A GRANT. 0 0 X 1035 0 0 0 PART I, LINE 33: THE SOCIETY DOES NOT CAPITALIZE ITS COLLECTION ITEMS. NO VALUE IS ASSIGNED. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY'S MEMBERSHIP IS MAINLY MADE UP OF INDIVIDUALS WHO RESIDE IN THE COUNTY OF SUFFOLK. THE SOCIETY CHARGES A MEMBERSHIP FEE WHICH ENTITLES THE MEMBER TO FREE USE OF THE SOCIETY'S LIBRARY COLLECTIONS, INCLUDING RESEARCH SERVICES AND PHOTOCOPYING OF RESEARCH MATERERIAL AT A REDUCED RATE. MEMBERS ALSO RECIEVE A 10% DISCOUNT IN THE SOCIETY'S MUSEUM GIFT SHOP. FORM 990, PART VI, SECTION A, LINE 7A ALL OFFICERS AND DIRECTORS MUST BE MEMBERS OF THE SOCIETY AND SHALL BE ELECTED BY A PLURALITY OF VOTES CAST BY BALLOT AT THE ANNUAL MEETING BY MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B THE CONSTITUTION AND BY-LAWS MAY BE AMENDED AT ANY REGULAR MEETING OF THE SOCIETY BY A TWO THIRD (2/3) VOTE OF THOSE VOTING, PROVIDED A THIRTY (30) DAY NOTICE IN WRITING OF THE PROPOSED CHANGE BE SERVED BY MAIL ON EACH MEMBER. OR IT MAY BE AMENDED AT A SPECIAL MEETING CALLED FOR THAT PURPOSE, WITH THE REQUIRED PREVIOUS NOTICE AND A TWO THIRD (2/3) VOTE. ALL PROPOSED AMENDMENTS SHALL BE SUBMITTED IN WRITING. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE AUDITORS,BASED ON THE AUDITED FINANCIAL STATEMENT, AND IS REVIEWED BY THE DIRECTOR, TREASURER AND THE AUDIT COMMITTEE BEFORE RELEASED BY THE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REVIEW OF WRITTEN POLICY, WITH ACKNOWLEDGEMENT SIGNATURES, BY ALL TRUSTEES AND OFFICERS. SIGNATURES ARE AFFIXED DURING A REGULAR TRUSTEES MEETING AT WHICH OPPORTUNITY TO DISCUSS OR ASK QUESTIONS IS AFFORDED TO ALL INVOLVED, AND THE SIGNATURE SHEET IS INCLUDED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A PER WRITTEN POLICY, THE BOARD (ALL BOARD MEMBERS ARE INDEPENDENT AND FREE OF RELATED CONFLICTS OF INTEREST) CONDUCTS AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR, INCLUDING CONSIDERATION OF COMPARATIVE COMPENSATION DATA, AND DETERMINES COMPENSATION AND CONTRACT ADJUSTMENTS. THE REVIEW IS REPORTED IN THE BOARD MINUTES. NO OFFICERS RECEIVE COMPENSATION. THERE ARE NO "OTHER KEY EMPLOYEES" AS DEFINED IN THE INSTRUCTIONS FOR PART VII SECTION A. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NO SUCH REQUESTS WERE RECEIVED DURING 2013. FORM 990, PART IX, LINE 11G GRANT WRITER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 27,750. TOTAL EXPENSES 27,750. OTHER: PROGRAM SERVICE EXPENSES 22,740. MANAGEMENT AND GENERAL EXPENSES 1,093. FUNDRAISING EXPENSES 155. TOTAL EXPENSES 23,988. FORM 990, PART XI, LINE 9: CONSERVATION AND PRESERVATION OF COLLECTION ITEMS -8,335.