2014-11-13T16:21:02-06:00 2013-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2013-01-01 160918567 GENESEE COUNTRY MUSEUM GENE 5855386822 PO BOX 310 1410 FLINT HILL ROAD MUMFORD NY 145110310 SAMANTHA NICKERSON PRESIDENT & CEO 5855386822 2014-11-03 1 CRAIG M STEVENS P00748583 5853811000 2013 2015-11-30 17:44:51Z GENESEE COUNTRY VILLAGE & MUSEUM PETER S ARNOLD PO BOX 310 1410 FLINT HILL ROAD MUMFORD NY 145110310 5514892 0 X WWW.GCV.ORG X 1966 NY SEE SCHEDULE O. THE GENESEE COUNTRY MUSEUM WAS CHARTERED IN 1966 FOR THE PURPOSE OF PRESERVING AND INTERPRETING THE CULTURAL, SOCIAL, ARCHITECTURAL, HORTICULTURAL AND NATURAL HISTORY OF WESTERN NEW YORK AND THE GENESEE VALLEY REGION FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC. THE MUSEUM OPENED ITS DOORS TO THE PUBLIC IN MAY 1976. THE MUSEUM INCLUDES A COLLECTION OF HISTORIC BUILDINGS, A NATURE CENTER AND AN ART GALLERY. 26 25 189 580 110469 -25404 1703647 1828787 856724 881487 222291 492013 354786 420851 3137448 3623138 0 0 0 0 2097845 2015748 0 0 252710 1557597 1509345 3655442 3525093 -517994 98045 21821983 22621686 513847 518900 21308136 22102786 X TO INSPIRE EXCITEMENT AND CURIOSITY ABOUT THE PAST AND AN APPRECIATION FOR ITS RELEVANCE TODAY. VISITORS EXPERIENCE HOW LIFE IN SMALL TOWNS HAS CHANGED OVER TIME THROUGH ENGAGING IN ENJOYABLE ENCOUNTERS WITH THE STORIES, OBJECTS, BUILDINGS, AND ENVIRONMENTS OF WESTERN NEW YORK. 0 0 2689416 1215710 SEE SCHEDULE OTHE GENESEE COUNTRY VILLAGE & MUSEUM, CHARTERED BY THE NEW YORK STATE EDUCATION DEPARTMENT AS AN EDUCATIONAL INSTITUTION, WAS FOUNDED WITH THE GOAL OF PRESERVING PRIME EXAMPLES OF ARCHITECTURE FROM UPSTATE NEW YORK TO PROVIDE HISTORICAL CONTEXT FOR THE TELLING OF THE HISTORY OF NEW YORK STATE AND AMERICA IN THE 19TH CENTURY.THROUGH INTERACTIVE PROGRAMS, EVENTS AND EXHIBITS WE HELPED OVER 75,000 VISITORS UNDERSTAND THE LIVES AND TIMES OF 19TH-CENTURY AMERICA. THIS UNIQUE LIVING HISTORY EXPERIENCE PROVIDES MEANINGFUL INSIGHTS INTO THE ORIGINS OF CUSTOMS, TRADITIONS, SOCIAL VALUES AND THE EVOLUTION OF OUR CONTEMPORARY LIFESTYLES.WE ARE THE LARGEST AND MOST COMPREHENSIVE LIVING HISTORY MUSEUM IN NEW YORK STATE AND MAINTAIN THE LARGEST COLLECTION OF HISTORIC BUILDINGS IN AMERICA. OUR 70 ACRE COMPLEX CONSISTS OF 68 HISTORIC STRUCTURES FURNISHED WITH 15,000 ARTIFACTS TO PROVIDE AN AUTHENTIC 19TH-CENTURY ENVIRONMENT IN WHICH VISITORS CAN INTERACT WITH KNOWLEDGEABLE, THIRD-PERSON HISTORIC INTERPRETERS IN PERIOD-APPROPRIATE DRESS. AMONG THE BUILDINGS PRESERVED IN THE HISTORIC VILLAGE ARE COLONEL NATHANIAL ROCHESTER'S HOUSE AND GEORGE EASTMAN'S CHILDHOOD HOME. WE CONSIDER EACH OF OUR HISTORIC BUILDINGS, HISTORIC GARDENS AND FARM LANDSCAPES (INCLUDING DOMESTIC ANIMAL ENCLOSURES) AN EXHIBIT IN AND OF ITSELF. TRADE, CRAFT, COOKING AND AGRICULTURAL DEMONSTRATIONS OCCUR EVERY DAY. WHEREVER POSSIBLE, WE STRIVE TO PROVIDE SOME OPPORTUNITY FOR VISITORS TO TOUCH, USE, SMELL OR OTHERWISE SHARE THE EXPERIENCE.OUR EDUCATIONAL PROGRAMS SERVED APPROXIMATELY 24,000 STUDENTS AND CHAPERONES DURING 2013 AND INCLUDED HISTORIC AND NATURE-THEMED TOURS, CLASSES AND DAY CAMPS FOR CHILDREN AGES 4-16; ADULT CLASSES; AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR TEACHERS, FOR SCHOOL CHILDREN AND OTHER GROUPS, OUR MOVEABLE MUSEUM EDUCATIONAL PROGRAMS OFFER EDUCATION OFF-SITE. THE JOHN L. WEHLE GALLERY WAS COMPLETELY RENOVATED IN 2012 TO INCLUDE STATE OF THE ART STORAGE EQUPIMENT AND A GEOTHERMAL HEATING AND COOLING SYSTEM. THE GALLERY NOW SHOWCASES SOME 3,000 RARE 19TH-CENTURY GARMENTS FROM THE SUSAN GREENE COSTUME COLLECTION AS WELL AS A WORLD-CLASS COLLECTION OF WILD LIFE AND SPORTING ART. WE ARE ALSO HOME TO THE GENESEE COUNTRY NATURE CENTER, PROVIDING LEARNING OPPORTUNITIES RELATING TO ENVIRONMENTAL STEWARDSHIP AND THE ECOLOGICAL HISTORY OF NEW YORK STATE AND THE MID-ATLANTIC REGION. THE CENTER FEATURES OVER FIVE MILES OF HIKING TRAILS AND 175 ACRES OF WILDLIFE HABITAT INTERPRETED THROUGH SIGNAGE. 2689416 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 37 1 1 189 1 1 1 0 0 0 0 1 1 0 0 1 0 0 0 X 26 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X SAMANTHA NICKERSON 5852948220 PO BOX 310 1410 FLINT HILL ROAD MUMFORD NY 145110310 A THOMAS HILDEBRANDT TRUSTEE 1.00 X 0 0 0 ANTHONY T SELVAGGIO TRUSTEE 1.00 X 0 0 0 CLIFFORD W SMITH JR PHD TRUSTEE 1.00 X 0 0 0 DANIEL W MAHAR TRUSTEE 1.00 X 0 0 0 CRAIG YUNKER TRUSTEE 1.00 X 0 0 0 ELIZABETH A WEHLE VICE CHAIR 1.00 X X 0 0 0 GAYLE A G STILES TRUSTEE 1.00 X 0 0 0 GARY SQUIRES TRUSTEE 1.00 X 0 0 0 HEATHER C MAPSTONE TRUSTEE 1.00 X 0 0 0 JAMES D BARBER TRUSTEE 1.00 X 0 0 0 JANET S WELCH TRUSTEE 1.00 X 0 0 0 JANICE G ASHLEY TRUSTEE 1.00 X 0 0 0 JOHN L GARRETT SECRETARY 1.00 X X 0 0 0 KEVIN D KINNEY TRUSTEE 1.00 X 0 0 0 MICHAEL L MCDOUGALL TRUSTEE 1.00 X 0 0 0 MICHAEL R WHELAN TRUSTEE 1.00 X 0 0 0 HELEN H BERKELEY TRUSTEE 1.00 X 0 0 0 PAUL T WIETIG ED D TRUSTEE 1.00 X 0 0 0 PETER S ARNOLD PRESIDENT & CEO 40.00 X X 145500 0 11960 PHILIP K WEHRHEIM BOARD CHAIR 1.00 X X 0 0 0 RICHARD A ASH TRUSTEE 1.00 X 0 0 0 RICHARD C FOX TRUSTEE 1.00 X 0 0 0 SHERMAN FARNHAM JR TRUSTEE 1.00 X 0 0 0 SUSAN VAN DER STRICHT TREASURER 1.00 X X 0 0 0 TERRYL S BUTWID TRUSTEE 1.00 X 0 0 0 WILLIAM L SHAW TRUSTEE 1.00 X 0 0 0 SAMANTHA NICKERSON CFO 40.00 X 80000 0 3473 225500 0 15433 1 0 1 0 0 113126 80500 1635161 121972 1828787 ADMISSION FEES 611710 740039 740039 MEMBERSHIP DUES 611710 141448 141448 881487 140193 140193 110469 0 110469 110469 110469 1937510 1585690 351820 351820 351820 35540 113126 78901 -43361 -43361 27500 7980 19520 19520 504811 219183 285628 285628 OTHER REVENUE 900099 48595 48595 48595 3623138 1215710 110469 468172 240433 47088 146257 47088 1450793 1182943 125329 142521 24097 22491 -324 1930 174911 129879 26787 18245 125514 91858 19723 13933 6667 1300 5367 15000 15000 48493 48493 263987 193697 68989 1301 147226 141546 413 5267 15369 9528 1608 4233 168093 154333 12849 911 38004 16164 6368 15472 10550 46 10504 382799 354518 28281 81486 70565 10921 SUPPLIES 261757 237176 23372 1209 OTHER EXPENSES 35829 2799 33030 SCHOLARSHIPS 33485 33485 PROVISION FOR DOUBTFUL 600 600 3525093 2689416 582967 252710 24500 138648 145256 152260 40003 65000 52521 75399 135758 133153 54613 48650 9159313 5351417 4033823 3807896 5074825 5589852 264117 204658 11996567 12406170 21821983 22621686 230972 228815 282875 290085 513847 518900 X 16417596 16722464 357179 435357 4533361 4944965 21308136 22102786 21821983 22621686 X 98045 304701 391904 X 0 1 X 1 0 X 1625206 2931208 2329962 1703647 1825729 10415752 1625206 2931208 2329962 1703647 1825729 10415752 10415752 258656 198676 181799 227850 298549 1165530 109319 89913 49401 32843 48495 329971 11911253 0.87440 0.86590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9250480 X X X X 0 4512016 2000 702043 121000 14875 5080184 4289740 378953 141576 15101 4512016 4639687 850 -172413 163000 15384 4289740 4421880 819 472827 240900 14939 4639687 4621624 200 753084 940591 12437 4421880 0.02340 0.97340 0.00320 0 0 728443 728443 5798523 3124943 2673580 2596999 2226474 370525 35348 35348 3807896 BENEFICIAL INTEREST IN PERPETUAL TRUST 3155690 HISTORICAL BUILDINGS AND ARTIFACTS 9250480 12406170 LINE OF CREDIT 290085 290085 X 4271250 304701 391904 696605 3574645 48493 48493 3623138 3476600 0 3476600 48493 48493 3525093 PART III, LINE 4: THE MUSEUM INCLUDES A COLLECTION OF HISTORIC BUILDINGS, AND AN ART GALLERY WHICH SERVE TO PRESERVE THE CULTURAL, SOCIAL, AND ARCHITECTURAL HISTORY OF WESTERN NEW YORK AND THE GENESEE VALLEY REGION FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC. PART V, LINE 4: THE MUSEUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR PROGRAMS SUPPORTED BY THESE INVESTMENTS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THOSE ASSETS. THESE POLICIES ARE APPLIED TO DONOR-RESTRICTED AMOUNTS AS WELL AS TO AMOUNTS DESIGNATED BY THE BOARD AS QUASI-ENDOWMENTS. PART X, LINE 2: THE MUSEUM IS A NEW YORK NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES AS AN ORGANIZATION QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MUSEUM HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE TAX-EXEMPT STATUS OF THE MUSEUM IS CONSIDERED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2013 AND 2012, THE MUSEUM DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE MUSEUM FILES AN INFORMATIONAL RETURN IN THE U.S. FEDERAL JURISDICTION. TAX YEARS BEFORE 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 409,604. PURCHASE OF ARTIFACTS -17,700. LOBSTER FEST / WHIRL 134576 107276 27300 22379 10121 29030 400 9246 ANTIQUE SHOW 14090 5850 8240 1322 1951 4452 148666 113126 35540 22379 11443 30981 400 13698 78901 -43361 27500 7980 0 27500 7980 7980 19520 NY 1 0 1 0 1.00000 SAMANTHA NICKERSON C/O THE ORGANIZATION MUMFORD NY 14511 0 PETER ARNOLD THE PRESIDENT & CEO OF THE ORGANIZATION IS ALSO THE GAMING MANAGER AND IS RESPONSIBLE FOR THE MANAGEMENT OF THE RAFFLE AT THE ANNUAL FUNDRAISING EVENT. X 0 X X X 0 0 0 0 0 0 0 0 0 PETER S ARNOLD PRESIDENT & CEO 145500 0 0 0 0 0 5820 0 6140 0 157460 0 0 0 X 52 17700 OPINION OF EXPERT X SUPPLIES / EQ 60 71346 COMPARABLE SALES X AUCTION PRIZE 72 30359 COMPARABLE SALES X ADVERTISING & 5 7567 COMPARABLE SALES 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES RICHARD C. FOX, A. THOMAS HILDEBRANDT AND KEVIN D. KINNEY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE. THE FORM IS ALSO PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. IN ADDITION A TRUSTEE OR OFFICER SHALL DISCLOSE A CONFLICT OF INTEREST: (A) PRIOR TO VOTING ON OR OTHERWISE DISCHARGING HIS DUTIES WITH RESPECT TO ANY MATTER TO COME BEFORE THE BOARD OF ANY COMMITTEE; (B) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING THE CORPORATION; AND (C) AS SOON AS POSSIBLE AFTER THE TRUSTEE OR OFFICER SHALL LEARN OF A CONFLICT OF INTEREST IN ANY OTHER CONTEXT. DISCLOSURE OF THE MATERIAL FACTS SURROUNDING THE TRUSTEE OR OFFICER'S CONFLICT OF INTEREST SHALL BE MADE TO THE SECRETARY OF THE BOARD OF TRUSTEES OR, IN THE CASE OF A COMMITTEE, THE CHAIRMAN OF THAT COMMITTEE (WHO SHALL THEN NOTIFY THE SECRETARY) AND THE SECRETARY OR COMMITTEE CHAIRMAN SHALL INFORM THE OTHER MEMBERS OF THE BOARD OR COMMITTEE PRIOR TO ANY ACTION THEREON. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DETERMINED BY CONSIDERING INDUSTRY STANDARDS AND THE UNIQUE ASPECTS OF THE MUSEUM, ALONG WITH BUDGET CONSTRAINTS. WHEN THE AMOUNT IS DETERMINED, IT IS VOTED ON AND APPROVED BY THE FINANCE COMMITTEE AS PART OF THE ANNUAL BUDGET. ADDITIONALLY, CEO COMPENSATION AND PERFORMANCE ARE SPECIFICALLY REVIEWED BY THE EXECUTIVE COMMITTEE AS NEEDED OR AT LEAST ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 409,604. PURCHASES OF ARTIFACTS -17,700.