2014-08-05T09:22:03-05:00 2013-12-31 141567343 MARVIN AND COMPANY PC 11 BRITISH AMERICAN BLVD LATHAM NY 121101405 990 2013-01-01 141403569 RENSSELAER COUNTY HISTORICAL SOCIETY INC RENS 5182727232 57 SECOND STREET TROY NY 12180 ILENE FRANK EXECUTIVE DIR 5182727232 2014-07-22 1 KARL F NEWTON CPA P00708967 5187850134 2014-07-21 2013 2015-11-30 17:44:51Z ILENE FRANK 57 SECOND STREET TROY NY 12180 560699 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. 16 16 4 200 0 0 319911 353431 32121 19623 11015 20431 35085 41411 398132 434896 0 0 0 0 159130 157256 0 0 30762 139612 127647 298742 284903 99390 149993 595746 784869 45888 45491 549858 739378 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 53403 27253 EDUCATION- PROGRAMS 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 6,667 ON-SITE AND 2,036 OFF-SITE. 86488 0 CURATORIAL-CARE, ANALYSIS AND DISPLAY OF COLLECTIONS AND POTENTIAL COLLECTIONS. APPROXIMATELY 50,000 LOTS AND THREE HISTORICAL BUILDINGS. 37925 0 MUSEUM FACILITIES- MAINTENANCE, CARE AND DISPLAY OF THREE HISTORICAL BUILDINGS LOCATED IN THE SECOND STREET HISTORICAL DISTRICT OF TROY, NEW YORK. 1,201 FACILITY RENTALS AND MEETINGS. 177816 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 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 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 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 BRENDAN KENNEDY 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 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 50401 0 3890 50401 0 3890 0 0 0 0 0 35540 5000 312891 353431 PROGRAM FEES 900099 19623 19623 19623 12556 12556 1962 0 1962 1962 1962 118363 110488 7875 7875 7875 45031 14014 31017 31017 4400 1301 3099 3099 OTHER SUNDRY REVENUE 900099 4531 4531 HEALTHCARE CREDIT REFU 900099 802 802 5333 434896 27253 0 54212 56877 5687 31284 19906 79110 63513 11697 3900 6818 5476 1342 14451 10677 3412 362 12562 10050 2512 3463 3463 6148 6148 8102 3646 2836 1620 23620 21258 2362 916 705 211 8507 8081 426 19387 15703 3684 REPAIRS AND MAINTANANCE 19171 17254 1917 PROGRAM EXPENSE 9386 9386 COLLECTIONS PURCHASES 5032 5032 TELEPHONE 4475 2013 1567 895 6878 3237 2074 1567 284903 177816 76325 30762 939 2025 152555 188914 4220 905 572 6258 5808 175301 171840 11968 3461 423121 579869 595746 784869 1048 4699 44840 40792 45888 45491 X 236243 359860 86244 152147 227371 227371 549858 739378 595746 784869 149993 39527 0 X X 0 1 X 1 0 X 398138 111748 353086 319911 353431 1536314 398138 111748 353086 319911 353431 1536314 1536314 5000 3474 7130 11015 20431 47050 16853 44700 50240 76444 61026 249263 1832627 0.83830 0.87630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SHOP INCOME - 2009 AMOUNT: $ -3,809. 2010 AMOUNT: $ 1,235. 2011 AMOUNT: $ 46. 2012 AMOUNT: $ 2,205. 2013 AMOUNT: $ 3,099. RENTAL INCOME - 2010 AMOUNT: $ 2,575. 2011 AMOUNT: $ 1,595. 2012 AMOUNT: $ 3,057. 2013 AMOUNT: $ 1,962. HEALTHCARE CREDIT - 2011 AMOUNT: $ 4,311. 2012 AMOUNT: $ 2,126. 2013 AMOUNT: $ 802. MEMBERSHIP FEES - 2010 AMOUNT: $ 30,299. 2011 AMOUNT: $ 31,837. 2012 AMOUNT: $ 36,935. 2013 AMOUNT: $ 35,540. GROSS RECEIPTS FROM RELATED ACTIVITIES - 2009 AMOUNT: $ 20,662. 2010 AMOUNT: $ 10,591. 2011 AMOUNT: $ 12,451. 2012 AMOUNT: $ 32,121. 2013 AMOUNT: $ 19,623. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 393031 54869 447900 237176 120000 38087 2232 393031 241226 -2799 1251 237176 231156 1200 9045 175 241226 1 0 175301 171840 3461 3461 CORPORATE BONDS 21410 F CORPORATE STOCK 14026 F MUTUAL FUNDS 114361 F EXCHANGE TRADED FUNDS 382634 F MONEY FUNDS 47438 F 579869 DUE TO SAGE COLLEGES 40792 40792 X 484974 39527 14014 53541 431433 3463 3463 434896 295454 14014 14014 281440 3463 3463 284903 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, 2013. . 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, 2009 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EXPENSES NETTED AGAINST FUND RAISING REVENUE 14,014. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE 3,463. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EXPENSE NETTED AGAINST FUND RAISING REVENUE 14,014. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE 3,463. GALA 39441 39441 481 9073 1884 DECK PARTY 1155 1155 288 200 2 4435 4435 1508 580 45031 45031 481 10869 200 2464 14014 31017 X 5 X 50 X BOOKS 8 0 0 0 0 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.