SUFFOLK COUNTY HISTORICAL SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SUFFOLK COUNTY HISTORICAL SOCIETY (EIN 11-1700962)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-12-12
- IRS object ID
- 201213479349300856
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-12T16:57:38-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132572848 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN PETERSEN AND CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 ROUTE 109 SUITE 2 | AddressLine1 |
| City | WEST BABYLON | City |
| State | NY | State |
| ZIP Code | 11704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111700962 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUFFOLK COUNTY HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUFF | NameControl |
| Phone | 6317272881 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST MAIN STREET | AddressLine1 |
| City | RIVERHEAD | City |
| State | NY | State |
| ZIP Code | 11901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN M CURRAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6317272881 | Phone |
| Date Signed | 2012-12-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA MARTINELLI-BOWMAN CPA | Name |
| PTIN | P00292312 | PTIN |
| Phone | 6313219800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHRYN M CURRAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST MAIN STREET | AddressLine1 |
| City | RIVERHEAD | City |
| State | NY | State |
| ZIP Code | 11901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 915807 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUFFOLKCOUNTYHISTORICALSOCIETY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1886 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE SOCIETY PROVIDES EDUATIONAL PROGRAMS, A MUSEUM, AND A LIBRARY FOR THE BENEFIT OF STUDENTS, RESEARCHERS, AND THE GENERAL PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 294583 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 658676 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3696 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4809 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24369 | InvestmentIncomePriorYear |
| Investment Income Current Year | 44867 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2572 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2206 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 325220 | TotalRevenuePriorYear |
| Total Revenue Current Year | 710558 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 205293 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 196333 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 23824 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 126681 | OtherExpensePriorYear |
| Other Expenses Current Year | 151074 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 331974 | TotalExpensesPriorYear |
| Total Expenses Current Year | 347407 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6754 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 363151 | RevenuesLessExpensesCY |
| Total Assets BOY | 795013 | TotalAssetsBOY |
| Total Assets EOY | 1132036 | TotalAssetsEOY |
| Total Liabilities BOY | 7797 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24072 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 787216 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1107964 | NetAssetsOrFundBalancesEOY |
| Mission Description | A HISTORICAL SOCIETY THAT PROVIDES EDUCATIONAL PROGRAMS, A MUSEUM, AND A LIBRARY FOR THE BENEFIT OF STUDENTS, RESEARCHERS AND THE GENERAL PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19727 | Expense |
| Revenue | 3123 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 71392 | Expense |
| Revenue | 1686 | Revenue |
| Description | RESEARCH LIBRARY - PUBLIC AND EDUCATIONAL REFERENCE LIBRARY PROVIDING HISTORICAL DOCUMENTS AND GENEOLOGICAL/HISTORY PROGRAMS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 98755 | Expense |
| Description | MUSEUM- PUBLIC AND EDUCATIONAL DISPLAYS AND EXHIBITS REFLECTING THE HISTORY OF SUFFOLK COUNTY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 189874 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN M CURRAN SUFFOLK COUNTY HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6317272881 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST MAIN STREET | AddressLine1 |
| City | RIVERHEAD | City |
| State | NY | State |
| ZIP Code | 11901 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| NOEL J GISH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEORGETTE CASE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NATHAN CORWIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DICK GARDNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALLACE BROEGE | ||||||
| EXECUTIVE DIRECTOR THROUGH 6/2011 | 40.00 | X | 33871 | 0 | 12112 | |
| FRANCIS RYAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHY CURRAN | ||||||
| EXECUTIVE DIRECTOR AFTER JUNE 2011 | 40.00 | X | 32536 | 0 | 0 | |
| BOB BARAUSKAS | ||||||
| PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| ROBERT ANRIG | ||||||
| FIRST VICE PRESIDENT | 1.00 | 0 | 0 | 0 | X | |
| HELEN MULVIHILL | ||||||
| RECORDING SECRETARY | 1.00 | 0 | 0 | 0 | X | |
| ALLYSON T REEVE | ||||||
| TREASURER | 2.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 66407 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12112 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 12230 | MembershipDues |
| Fundraising Events | 2658 | FundraisingEvents |
| Government Grants | 265300 | GovernmentGrants |
| All Other Contributions | 378488 | AllOtherContributions |
| Total Contributions | 658676 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4809 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4809 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4809 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15870 | TotalRevenueColumn |
| Exclusion | $15,870 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 221480 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 192483 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28997 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28997 | TotalRevenueColumn |
| Exclusion | $28,997 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 9490 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2658 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 7070 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2420 | TotalRevenueColumn |
| Exclusion | $2,420 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5482 | GrossSalesOfInventory |
| Cost Of Goods Sold | 5696 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -214 | TotalRevenueColumn |
| Related Or Exempt Function Income | -214 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 710558 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4595 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $47,287 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78519 | Total |
| Program Services | 39261 | ProgramServices |
| Management And General | 31406 | ManagementAndGeneral |
| Fundraising | 7852 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94758 | Total |
| Program Services | 62058 | ProgramServices |
| Management And General | 26160 | ManagementAndGeneral |
| Fundraising | 6540 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10179 | Total |
| Program Services | 7119 | ProgramServices |
| Management And General | 2448 | ManagementAndGeneral |
| Fundraising | 612 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12877 | Total |
| Program Services | 7612 | ProgramServices |
| Management And General | 4212 | ManagementAndGeneral |
| Fundraising | 1053 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10500 | Total |
| Management And General | 10500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8555 | Total |
| Management And General | 8555 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34432 | Total |
| Program Services | 25501 | ProgramServices |
| Management And General | 6097 | ManagementAndGeneral |
| Fundraising | 2834 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430 | Total |
| Program Services | 430 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17490 | Total |
| Program Services | 10310 | ProgramServices |
| Management And General | 4262 | ManagementAndGeneral |
| Fundraising | 2918 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44287 | Total |
| Program Services | 21242 | ProgramServices |
| Management And General | 23045 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2408 | Total |
| Program Services | 2259 | ProgramServices |
| Management And General | 149 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2327 | Total |
| Management And General | 2327 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7471 | Total |
| Management And General | 7471 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16175 | Total |
| Program Services | 10676 | ProgramServices |
| Management And General | 4505 | ManagementAndGeneral |
| Fundraising | 994 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EXHIBITS AND CONSERVATI | 3230 | 3230 | ||
| MISCELLANEOUS | 2791 | 176 | 1594 | 1021 |
| MEMBERSHIP AND SUBSCRIP | 610 | 610 | ||
| BAD DEBT EXPENSE | 368 | 368 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347407 | Total |
| Program Services | 189874 | ProgramServices |
| Management And General | 133709 | ManagementAndGeneral |
| Fundraising | 23824 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7362 | Total |
| Program Services | 4479 | ProgramServices |
| Management And General | 1410 | ManagementAndGeneral |
| Fundraising | 1473 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42447 | BOY |
| EOY | 120351 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39293 | BOY |
| EOY | 131428 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39732 | BOY |
| EOY | 53757 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54519 | BOY |
| EOY | 50280 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2996 | BOY |
| EOY | 5718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 571530 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 444313 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55124 | BOY |
| EOY | 127217 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560902 | BOY |
| EOY | 643285 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 795013 | BOY |
| EOY | 1132036 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5754 | BOY |
| EOY | 18439 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2043 | BOY |
| EOY | 5633 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7797 | BOY |
| EOY | 24072 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773000 | BOY |
| EOY | 1091478 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14216 | BOY |
| EOY | 16486 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 787216 | BOY |
| EOY | 1107964 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 795013 | BOY |
| EOY | 1132036 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 363151 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -42403 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 350132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 318717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 261073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 294583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 299352 | CurrentTaxYear |
| Total | 1523857 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 350132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 318717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 261073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 294583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 299352 | CurrentTaxYear |
| Total | 1523857 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1523857 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18241 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14540 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14586 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15870 | CurrentTaxYear |
| Total | 82805 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1606662 | TotalSupport |
| Gross Receipts From Admissions Etc | 65798 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94850 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: BEQUEST DATE: 12/08/11 AMOUNT: 359324. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26634 | OtherCostOrOtherBasis |
| Book Value | 26634 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 409352 | OtherCostOrOtherBasis |
| Depreciation | 258152 | Depreciation |
| Book Value | 151200 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 135544 | OtherCostOrOtherBasis |
| Depreciation | 186161 | Depreciation |
| Book Value | -50617 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 127217 | TotalOfBookValueLandBuildings |
| Total Revenue | 710558 | TotalRevenue |
| Total Expenses | 347407 | TotalExpenses |
| Excess Or Deficit For Year | 363151 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -44653 | NetUnrealizedGLOnInvestments |
| Other | $2,250 | OtherAmount |
| Total Adjustments | -42403 | TotalAdjustments |
| Excess Or Deficit Per FS | 320748 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 685588 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -44653 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 11737 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 7946 | OtherRevenues |
| Revenue Not Rptd F990 | -24970 | RevenueNotRptdF990 |
| Revenue Subtotal | 710558 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 710558 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 364840 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 11737 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 5696 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 17433 | ExpensesNotRptdF990 |
| Expenses Subtotal | 347407 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 347407 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. COLLECTION ITEMS IN THE AMOUNT $5,000 WERE DEACCESSIONED DURING 2011. | |
| PART X: | 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, 2011 AND 2010 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 2008 . | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| PURCHASE OF COLLECTION ITEMS -2,750. SALE OF COLLECTION ITEMS 5,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: 2,250. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| COST OF MERCHANDISE SOLD PURCHASE OF COLLECTION ITEMS SALE OF COLLECTION ITEMS | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF MERCHANDISE SOLD | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule M IRS990ScheduleM
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 484 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | THE SOCIETY DOES NOT CAPITALIZE ITS COLLECTION ITEMS. NO VALUE IS ASSIGNED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| PART VI, SECTION B, 12A,13 AND 14 | THE ORGANIZATION DID NOT HAVE A CONFLICT OF INTEREST POLICY, WHISTLEBLOWERS POLICY OR DOCUMENT RETENTION POLICY IN EFFECT FOR THE PERIOD COVERED BY THIS 990. ALL OF THE ABOVE MENTIONED POLICES WERE PUT INTO PLACE DURING 2012. | POLICIES ON CONFLICT OF INTEREST, WHISTLEBLOWERS AND DOCUMENT RETENTION |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD CONDUCTS A PERFORMANCE AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR WHO IS A KEY EMPLOYEE OF THE SOCIETY. THE BOARD AUTHORIZES ALL SALARY INCREASES. THE EXECUTIVE DIRECTOR CONDUCTS A PERFORMANCE REVIEW OF ALL EMPLOYEES AND REPORTS TO THE BOARD WITH HIS/HER RECOMMENDATIONS. THE BOARD HAS FINAL APPROVAL ON COMPENSATION. COMPARABLE SALARIES IN THE NON PROFIT SECTOR ARE USED BY THE BOARD AS A GUIDELINE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -44,653. PURCHASE OF COLLECTION ITEMS -2,750. SALE OF COLLECTION ITEMS 5,000. TOTAL TO FORM 990, PART XI, LINE 5: -42,403. | CHANGES IN NET ASSETS OR FUND BALANCES: |