2015-05-21T10:16:37-05:00 2014-12-31 141567343 MARVIN AND COMPANY PC 111 EVERTS AVENUE QUEENSBURY NY 12804 990 2014-01-01 141403569 RENSSELAER COUNTY HISTORICAL SOCIETYINC RENS 5182727232 57 SECOND STREET TROY NY 12180 ILENE FRANK EXECUTIVE DIRECTOR 5182727232 2015-05-12 1 KARL F NEWTON CPA P00708967 5187926595 2014 2016-02-25 16:41:14Z ILENE FRANK 57 SECOND STREET TROY NY 12180 270552 0 1 X WWW.RCHSONLINE.ORG/ X 1927 NY PROMOTE BROAD PUBLIC PARTICIPATION AND INTEREST IN THE HISTORY OF RENSSELAER COUNTY, NEW YORK AND ITS PLACE IN THE REGION, STATE AND NATION. 20 20 4 200 0 0 353431 144735 19623 16415 20431 27631 41411 45145 434896 233926 0 0 0 0 157256 152161 0 0 29569 127647 138972 284903 291133 149993 -57207 784869 728911 45491 36965 739378 691946 PROMOTE BROAD PUBLIC PARTICIPATION AND INTEREST IN THE HISTORY OF RENSSELAER COUNTY, NEW YORK AND ITS PLACE IN THE REGION, STATE AND NATION. 0 0 54939 23815 EDUCATION- PROGRAMS AND EXHIBITS TO ENLIGHTEN DIFFERENT AGE GROUPS AS TO THE HISTORY OF RENSSELAER COUNTY BY WAY OF DIFFERENT SCHOOL TOURS, AFTER SCHOOL TOURS AND WEEKEND TOURS. SERVED 6,105 ON-SITE AND 1,520 OFF-SITE. 97219 CURATORIAL-CARE, ANALYSIS AND DISPLAY OF COLLECTIONS AND POTENTIAL COLLECTIONS. APPROXIMATELY 50,000 LOTS AND THREE HISTORICAL BUILDINGS. 36669 MUSEUM FACILITIES- MAINTENANCE, CARE AND DISPLAY OF THREE HISTORICAL BUILDINGS LOCATED IN THE SECOND STREET HISTORICAL DISTRICT OF TROY, NEW YORK. 1,351 FACILITY RENTALS AND MEETINGS. 188827 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 2 0 4 1 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X ILENE FRANK 5182727232 57 SECOND STREET TROY NY 12180 MICHELE PHILLIPS TRUSTEE 1.00 X 0 0 0 JAMES PROUT TRUSTEE 1.00 X 0 0 0 DOUGLAS G BUCHER TRUSTEE 1.00 X 0 0 0 PHYLLIS CONROY TRUSTEE 1.00 X 0 0 0 EKATERINA HASKINS TRUSTEE 1.00 X 0 0 0 WILLIAM P HESSNEY TRUSTEE 1.00 X 0 0 0 CHRISTINA S KELLY TRUSTEE 1.00 X 0 0 0 ROBERT MATTHEWS TRUSTEE 1.00 X 0 0 0 SAM JUDGE TRUSTEE 1.00 X 0 0 0 PEGEEN JENSEN TRUSTEE 1.00 X 0 0 0 FRANK SARRATORI TRUSTEE 1.00 X 0 0 0 GARRETT HAMLIN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER EASTMAN TRUSTEE 1.00 X 0 0 0 JOHN JOJO TRUSTEE 1.00 X 0 0 0 BRENDAN KENNEDY TRUSTEE 1.00 X 0 0 0 MARY KATE MCCARTY TRUSTEE 1.00 X 0 0 0 SHARON ROBINSON TREASURER 1.00 X 0 0 0 STEVE TALBOT VICE PRESIDENT 1.00 X 0 0 0 LAUDELINA MARTINEZ PRESIDENT 1.00 X 0 0 0 TAMMY GOBERT SECRETARY 1.00 X 0 0 0 ILENE FRANK EXECUTIVE DIRCTOR 37.00 X 50000 0 3900 50000 0 3900 0 0 0 0 0 36195 9317 99223 10990 144735 PROGRAM FEES 900099 16415 16415 16415 16727 16727 4680 0 4680 4680 4680 33017 22113 10904 10904 10904 46552 13487 33065 33065 2930 1026 1904 1904 OTHER SUNDRY REVENUE 900099 5496 5496 5496 233926 23815 0 65376 53900 7564 28569 17767 78489 64233 10296 3960 8880 5838 2433 609 10892 7162 2984 746 12019 9615 2404 3977 3977 24272 23058 1214 6271 2823 2194 1254 24831 22348 2483 1279 985 294 6320 6004 316 19000 15390 3610 PROGRAM EXPENSE 14995 14995 REPAIRS AND MAINTANANCE 12532 11279 1253 TELEPHONE 5161 2322 1807 1032 MARKETING 2115 1692 423 6200 3134 1692 1374 291133 188827 72737 29569 2025 14272 188914 105028 4220 455 572 524 5808 7058 186730 178158 3461 8572 579869 593002 784869 728911 4699 3709 40792 33256 45491 36965 X 359860 330129 152147 134446 227371 227371 739378 691946 784869 728911 -57207 9775 0 X X 0 1 X 1 0 X 111748 353086 319911 353431 144735 1282911 111748 353086 319911 353431 144735 1282911 1282911 3474 7130 11015 20431 27631 69681 44700 50240 76444 61026 60674 293084 1645676 0.77960 0.83830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SHOP INCOME - 2010 AMOUNT: $ 1,235. 2011 AMOUNT: $ 46. 2012 AMOUNT: $ 2,205. 2013 AMOUNT: $ 3,099. 2014 AMOUNT: $ 1,904. RENTAL INCOME - 2010 AMOUNT: $ 2,575. 2011 AMOUNT: $ 1,595. 2012 AMOUNT: $ 3,057. 2013 AMOUNT: $ 1,962. 2014 AMOUNT: $ 4,680. HEALTHCARE CREDIT - 2011 AMOUNT: $ 4,311. 2012 AMOUNT: $ 2,126. 2013 AMOUNT: $ 802. 2014 AMOUNT: $ 1,480. MEMBERSHIP FEES - 2010 AMOUNT: $ 30,299. 2011 AMOUNT: $ 31,837. 2012 AMOUNT: $ 36,935. 2013 AMOUNT: $ 35,540. 2014 AMOUNT: $ 36,195. GROSS RECEIPTS FROM RELATED ACTIVITIES - 2010 AMOUNT: $ 10,591. 2011 AMOUNT: $ 12,451. 2012 AMOUNT: $ 32,121. 2013 AMOUNT: $ 19,623. 2014 AMOUNT: $ 16,415. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 447900 27695 16000 459595 393031 54869 447900 237176 120000 38087 2232 393031 241226 -2799 1251 237176 231156 1200 9045 175 241226 0.32000 0.49000 0.19000 1 0 186730 178158 8572 8572 CORPORATE BONDS 20723 F CORPORATE STOCK 8280 F MUTUAL FUNDS 56482 F EXCHANGE TRADED FUNDS 442238 F MONEY FUNDS 65279 F 593002 DUE TO SAGE COLLEGES 33256 33256 X 253211 5798 13487 19285 233926 0 233926 300643 13487 13487 287156 3977 3977 291133 PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, COLLECTION OBJECTS PURCHASED AND DONATED ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION BECAUSE THEIR VALUES ARE NOT READILY DETERMINABLE. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED ON THE STATEMENT OF ACTIVITIES AS DECREASES IN THE APPROPRIATE CLASS OF NET ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS. THE SOCIETY COLLECTION'S LARGEST ARTIFACTS ARE THREE HISTORICALLY SIGNIFICANT BUILDINGS, THE 1827 LATE FEDERAL-STYLE HART-CLUETT MANSION AND ITS CARRIAGE HOUSE, AND THE 1838 JOSEPH BRADFORD CARR BUILDING, NOW BEING USED AS PROGRAM AND LIBRARY SPACE. THE REMAINDER OF THE COLLECTION CONTAINS ITEMS FOUND IN A TRADITIONAL HISTORIC HOUSE MUSEUM ENVIRONMENT. THESE ITEMS INCLUDE BUT ARE NOT LIMITED TO FURNITURE, PAINTINGS, AND FURNISHINGS. IN ADDITION, IN RECENT YEARS THE SOCIETY HAS INCREASED ITS LIBRARY COLLECTION AND SERVICES. BOTH THE MUSEUM AND LIBRARY ARE OPEN TO THE PUBLIC ON A REGULAR BASIS. THE COLLECTION IS PROTECTED AND PRESERVED UNDER THE GUIDANCE OF THE CURATOR AND RELATED STAFF EMPLOYED BY THE SOCIETY. IT IS THE POLICY OF THE SOCIETY THAT THE PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS AND CARE FOR THE PERMANENT COLLECTION. PART III, LINE 4: THE SOCIETY CARES FOR AND PRESERVES THREE HISTORIC BUILDINGS LOCATED IN DOWNTOWN TROY, NY AS WELL AS NUMEROUS ARTIFACTS ASSOCIATED WITH THOSE BUILDINGS AND THE HISTORY OF RENSSELAER COUNTY NEW YORK. THE SOCIETY'S COLLECTIONS ARE MADE AVAILABLE FOR PUBLIC VIEWING AND EDUCATION AS WELL AS SCHOLARLY RESEARCH. PART V, LINE 4: TO PROVIDE FINANCIAL STABILITY AND SUPPLEMENTAL INCOME FOR OPERATIONS. PART X, LINE 2: FIN 48 FOOTNOTE: THE SOCIETY IS EXEMPT FROM FEDERAL TAX ON INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE SOCIETY HAS ADOPTED THE RECOGNITION REQUIREMENT FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE SOCIETY BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE SOCIETY'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE SOCIETY HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2014. INFORMATION RETURNS FILED BY THE SOCIETY ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. RETURNS FILED BY THE SOCIETY ARE NOT SUBJECT TO EXAMINATION FOR THE YEARS ENDED DECEMBER 31, 2010 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EXPENSES NETTED AGAINST FUND RAISING REVENUE 13,487. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EXPENSE NETTED AGAINST FUND RAISING REVENUE 13,487. GALA 39200 39200 205 8665 1936 DECK PARTY 2622 2622 2182 200 2 4730 4730 299 46552 46552 205 11146 200 1936 13487 33065 X COMPUTER SOFTWARE 1 10990 DONOR STATEMENT 0 0 0 PART I, COLUMN (B): COLUMN B IS NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 4 LINE 4 - TAXPAYER AMENDED ITS BY-LAWS ON SEPTEMBER 8, 2014 TO REFLECT CHANGES IN NEW YORK STATE'S NON-PROFIT REVITALIZATION ACT OF 2013; TO SIMPLIFY AND UPDATE VARIOUS PROVISIONS; AND TO MAKE OTHER CHANGES INCLUDING: ADJUSTMENT OF THE NUMBER OF DIRECTORS TO BE NOT LESS THAN 9 AND NOT MORE THAN 21; SPECIFYING TRUSTEES WILL BE ELECTED FOR A TERM OF THREE YEARS AND MAY SERVE NO MORE THAN THREE SUCCESSIVE FULL TERMS; PROVIDING FOR AN AUDIT AND CONFLICT OF INTEREST COMMITTEE AND SPECIFYING ITS DUTIES; AND PROVIDING FOR PARTICIPATION IN MEETINGS BY ELECTRONIC COMMUNICATION. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE ORGANIZATION'S MEMBERS CONSIST OF DUES PAYING INDIVIDUALS AND FAMILIES. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE ORGANIZATION'S MEMBERSHIP VOTE TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - THE ORGANIZATION'S MEMBERSHIP MUST VOTE TO RATIFY ANY PROPOSED AMENDMENTS TO THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11 LINE 11A EXPLANATION - THE FORM 990 IS MAILED OR ELECTRONICALLY TRANSMITTED TO EACH BOARD MEMBER, WHO IS PROVIDED ADEQUATE TIME TO REVIEW AND COMMENT ON THE CONTENTS OF THE 990. BOARD MEMBER COMMENTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE WHO THEN DIRECTS THE EXECUTIVE DIRECTOR TO MAKE ANY NECESSARY CHANGES AND FILE THE FINAL FORM. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON A WRITTEN FORM. THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE USES THIRD PARTY SURVEYS TO OBTAIN COMPARABLE SALARY RANGES FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.