2026-05-10T23:10:43-05:00 2025-06-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2024-07-01 066036049 GREENWICH HISTORICAL SOCIETY INC GREE 2038696899 47 STRICKLAND RD COS COB CT 06807 CAROL B CADOU EXECUTIVE DIRECTOR 2038696899 2026-05-11 1 1 WALTER J MCKEEVER JR P00964495 2036228625 X 2024 2025-03-06 01:10:19Z CAROL B CADOU 47 STRICKLAND RD COS COB CT 06807 4703342 0 X WWW.GREENWICHHISTORY.ORG X 1931 CT SEE PART III, LINE 1 36 36 41 43 0 0 1401297 2974758 387437 316841 231393 550428 -169032 -97778 1851095 3744249 0 0 0 0 1276459 1267180 0 0 412125 1647824 1740953 2924283 3008133 -1073188 736116 23542688 25026579 75847 169595 23466841 24856984 GREENWICH HISTORICAL SOCIETY, INC. PRESERVES AND INTERPRETS GREENWICH HISTORY TO STRENGTHEN THE COMMUNITY'S CONNECTION TO OUR PAST, TO EACH OTHER AND TO OUR FUTURE. 0 0 2303631 316841 (1) PRESERVATION AND INTERPRETATION OF BUSH-HOLLEY HISTORIC SITE. (2) RESEARCH, PUBLICATION AND PUBLIC INFORMATION SERVICES OF THE LIBRARY AND ARCHIVES ON THE HISTORY OF GREENWICH.(3) EDUCATION AND EXHIBITION PROGRAMS FOR STUDENTS, TEACHERS, YOUTH, FAMILIES AND ADULTS. 2303631 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 41 1 0 0 0 0 0 1 1 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X X GREENWICH HISTORICAL SOCIETY INC 2038696899 47 STRICKLAND ROAD COS COB CT 06807 X ALEXANDRA DALPAN CUMMISKEY VICE CHAIR 2.00 X X 0 0 0 THOMAS P CLEPHANE BOARD MEMBER 1.00 X 0 0 0 SUSANNAH HEYWORTH SECRETARY 2.00 X X 0 0 0 B CORT DELANY BOARD MEMBER 1.00 X 0 0 0 CATHERINE TOMPKINS CHAIR 8.00 X X 0 0 0 MELINDA CARROLL BOARD MEMBER 1.00 X 0 0 0 HALEY ELMLINGER BOARD MEMBER 2.00 X 0 0 0 LISA ERRICO BOARD MEMBER 1.00 X 0 0 0 MIGUEL GARCIA-COLON BOARD MEMBER 1.00 X 0 0 0 ROBERT HINMAN GETZ BOARD MEMBER 1.00 X 0 0 0 HEATHER GEORGES BOARD MEMBER 1.00 X 0 0 0 ALEXANDRA KITTLE BOARD MEMBER 1.00 X 0 0 0 HOLLY CASSIN BOARD MEMBER 1.00 X 0 0 0 MICHAEL KOVNER BOARD MEMBER 1.00 X 0 0 0 PATRICK MELE BOARD MEMBER 1.00 X 0 0 0 SALLY LAWRENCE BOARD MEMBER 1.00 X 0 0 0 ISABEL MALKIN CORRESPONDING SECRETARY 2.00 X X 0 0 0 CHIP EMERY BOARD MEMBER 1.00 X 0 0 0 ANNE OGILVY VICE CHAIR 2.00 X X 0 0 0 CYNTHIA CHANG BOARD MEMBER 1.00 X 0 0 0 BEA CRUMBINE BOARD MEMBER 1.00 X 0 0 0 MALLORY MOLENKAMP BOARD MEMBER 1.00 X 0 0 0 TOM GALVIN BOARD MEMBER 1.00 X 0 0 0 DEBORAH SCHMIDT ROBINSON BOARD MEMBER 1.00 X 0 0 0 CONNIE ANNE HARRIS BOARD MEMBER 1.00 X 0 0 0 HEINZ MAUESLI TREASURER 2.00 X X 0 0 0 DAVIDDE E STRACKBEIN BOARD MEMBER 1.00 X 0 0 0 SHELBY SAER BOARD MEMBER 1.00 X 0 0 0 SUSAN REYNOLDS LEHMAN BOARD MEMBER 1.00 X 0 0 0 MIMI MOULTON BOARD MEMBER 1.00 X 0 0 0 ALEASE FISHER TALLMAN BOARD MEMBER 1.00 X 0 0 0 CHARLES F NIEMETH BOARD MEMBER 1.00 X 0 0 0 HEATHER SARGENT BOARD MEMBER 1.00 X 0 0 0 LEIGH ANN RYAN BOARD MEMBER 1.00 X 0 0 0 DEBBIE REYNOLDS BOARD MEMBER 1.00 X 0 0 0 DAVID ORMSBY BOARD MEMBER 1.00 X 0 0 0 DEBRA MECKY EXECUTIVE DIRECTOR & CEO 37.50 X 141239 0 199 DINA FLEISCHMANN DIRECTOR OF DEVELOPMENT 37.50 X 106913 0 3264 248152 0 3463 2 0 0 0 0 133570 574416 300 2266472 2974758 MUSEUM & PUBLICATION S 900099 180434 180434 EDUCATION PROGRAMS 900099 78273 78273 FACILITY RENTAL 900099 58134 58134 316841 373745 373745 870298 693615 176683 176683 176683 167700 574416 265478 -97778 -97778 3744249 316841 0 452650 X 137034 95924 20555 20555 962624 832282 15379 114963 35908 14219 20414 1275 52574 35401 9060 8113 79040 66716 2583 9741 9941 9941 6517 4493 1899 125 796 794 2 389 389 405843 312499 36526 56818 90181 82967 7214 PROFESSIONAL FEES 349706 195152 48889 105665 MAINTENANCE - BUILDING 114401 107537 6864 MUSEUM STORE & CAFE 107581 107581 UTILITIES & TELEPHONE 104483 96124 8359 551115 351553 104692 94870 3008133 2303631 292377 412125 23115 226704 51275 51737 390556 20914 47070 54063 45410 21116 16060 11164701 2171782 9307958 8992919 8081806 9141034 5982441 6115089 23542688 25026579 43347 143851 32500 25744 75847 169595 X 18079341 17699022 5387500 7157962 23466841 24856984 23542688 25026579 736116 654027 0 X X 0 0 0 X 954553 2300364 1623816 1401297 2974758 9254788 73465 128303 145484 183208 181434 711894 1028018 2428667 1769300 1584505 3156192 9966682 0 0 0 9966682 80458 887772 567492 291496 431879 2259097 80458 887772 567492 291496 431879 2259097 1108476 3316439 2336792 1876001 3588071 12225779 0.81520 0.82370 0.18480 0.17630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 0 8081806 1259228 200000 9141034 7185036 1140666 243896 8081806 6748018 656738 219720 7185036 8747022 -1729767 269237 6748018 6926641 25000 1990541 195160 8747022 0 0 652539 652539 8346554 1715834 6630720 0 2165608 455948 1709660 0 8992919 EXCHANGE TRADED FUNDS 2036880 F FIXED INCOME 1164378 F INSURED DEPOSITS 228712 F MUTUAL FUNDS 5711064 F 9141034 HISTORIC LAND, BUILDINGS & FURNITURE 6115089 6115089 X 4388335 654027 654027 3734308 9941 9941 3744249 2998192 0 2998192 9941 9941 3008133 PART III, LINE 1A: COLLECTIONS: ITEMS IN THE COLLECTION WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE HISTORICAL SOCIETY'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THESE CONSIST OF MANUSCRIPTS, REFERENCE WORKS, ART OBJECTS AND OTHER ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED BY DONORS. PROCEEDS FROM THE SALE OF ANY ITEMS IN THE COLLECTION OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES AND ARE USED EXCLUSIVELY FOR REINVESTMENT IN THE COLLECTION, THE DIRECT CARE AND COLLECTION MANAGEMENT. HISTORIC LAND, BUILDINGS AND FURNITURE: HISTORIC LAND, BUILDINGS AND FURNITURE ARE OF HISTORIC IMPORTANCE AND THEREFORE, ARE NOT SUBJECT TO DEPRECIATION. THEY ARE CAPITALIZED AT COST IF PURCHASED AND AT FAIR VALUE IF RECEIVED BY DONATION. PART X, LINE 2: THE HISTORICAL SOCIETY ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS IN THE FINANCIAL STATEMENTS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. HISTORY IN THE MAKING 430658 360758 69900 72897 49814 11981 19137 SPRING FETE 236566 138766 97800 30742 2710 39434 2 74892 74892 28743 1038 336 8646 742116 574416 167700 132382 53562 12317 67217 265478 -97778 STEVE WOLFE DIR OF FINANCE ACCOU 47 STRICKLAND ROAD COS COB CT 06807 X 0 0 X 0 0 0 0 0 0 0 0 0 PART I, LINE 7 HOUSING PROVIDED TO THE EXECUTIVE DIRECTOR FOR THE CONVENIENCE OF THE GREENWICH HISTORICAL SOCIETY, INC. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS RECEIVE A DRAFT COPY OF THE 990. IT IS CIRCULATED ELECTRONICALLY WITH A REQUEST FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE PROVIDED THE CODE OF ETHICS AS A STANDARD PART OF BOARD ORIENTATION. TIME IS USUALLY ALOTTED ANNUALLY AT BOARD MEETINGS FOR THE CHAIRMAN TO REMIND ALL BOARD MEMBERS OF THE CODE OF ETHICS. ALL STAFF RECEIVE A COPY OF THE PERSONNEL MANUAL AS A CONDITION OF EMPLOYMENT. STAFF MEMBERS MUST REQUEST PERMISSION FROM THE EXECUTIVE DIRECTOR FOR OUTSIDE EMPLOYMENT OR SERVICE. WE HAVE NEVER HAD AN ISSUE ARISE THAT REQUIRED ENFORCEMENT FOR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION. PERFORMANCE IS EVALUATED AND APPROPRIATE SALARY IS DETERMINED WITHIN THE SALARY SCALE ESTABLISHED BY AN OUTSIDE CONSULTANT. A RECORD OF THE SALARY DECISION IS PREPARED BY THE CHAIRMAN FOR THE PERSONNEL FILE. IN TWO OF THE LAST FOUR YEARS, THE BOARD OR SELECTED MEMBERS OF THE BOARD WERE ASKED TO EVALUATE THE PERFORMANCE OF THE EXECUTIVE DIRECTOR USING EVALUATION MATERIAL AND FORMS FURNISHED BY BOARDSOURCE. THE COMPENSATION FOR ALL OTHER EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS SET WITHIN THE FRAMEWORK OF A SALARY SCALE ESTABLISHED BY AN OUTSIDE CONSULTING GROUP THAT IS UPDATED AND REVIEWED EVERY 3 - 4 YEARS BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE DIRECTOR PROVIDES WRITTEN JOB DESCRIPTIONS, PERFORMANCE STANDARDS AND, FOR KEY POSITIONS, ANNUAL GOALS FOR EACH KEY POSITION. THE EXECUTIVE DIRECTOR CONDUCTS AN ANNUAL FORMAL PERFORMANCE REVIEW OF ALL KEY STAFF AND PROVIDES THE EXECUTIVE COMMITTEE WITH A WRITTEN REPORT INDICATING CHANGES TO GRADE LEVELS, JOB FUNCTIONS AND COMPENSATION. THE TOTAL SALARY BUDGET IS SUBJECT TO FINAL BUDGET APPROVAL BY THE BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR DELEGATES THE PERFORMANCE REVIEW OF SOME PART-TIME STAFF TO THE APPROPRIATE SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR AND UPON REQUEST, EXCLUSIVE OF NAMES AND ADDRESSES OF DONORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE ACCESSIBLE TO ALL BOARD MEMBERS IN A SHARED ONLINE FILE AND PRINTED OUT UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ACCESSIBLE TO ALL STAFF AND BOARD MEMBERS IN A SHARED ONLINE FILE AND PRINTED OUT UPON REQUEST. FINANCIAL STATEMENTS ARE ACCESSIBLE TO ALL STAFF AND BOARD MEMBERS IN A SHARED ONLINE FILE AND DISTRIBUTED AT FINANCE COMMITTEE AND BOARD MEETINGS. FORM 990, PART IX, LINE 24E OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 44,866. MANAGEMENT AND GENERAL EXPENSES 15,487. FUNDRAISING EXPENSES 19,990. TOTAL EXPENSES 80,343. MAINTENANCE - GROUNDS: PROGRAM SERVICE EXPENSES 65,282. MANAGEMENT AND GENERAL EXPENSES 5,677. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,959. CONSULTANTS: PROGRAM SERVICE EXPENSES 5,744. MANAGEMENT AND GENERAL EXPENSES 47,240. FUNDRAISING EXPENSES 10,814. TOTAL EXPENSES 63,798. HOSPITALITY: PROGRAM SERVICE EXPENSES 18,777. MANAGEMENT AND GENERAL EXPENSES 10,348. FUNDRAISING EXPENSES 26,911. TOTAL EXPENSES 56,036. PRINTING & PHOTCOPYING: PROGRAM SERVICE EXPENSES 29,021. MANAGEMENT AND GENERAL EXPENSES 1,309. FUNDRAISING EXPENSES 9,923. TOTAL EXPENSES 40,253. MAINTENANCE - EQUIPMENT: PROGRAM SERVICE EXPENSES 33,100. MANAGEMENT AND GENERAL EXPENSES 2,878. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,978. SUPPLIES: PROGRAM SERVICE EXPENSES 28,271. MANAGEMENT AND GENERAL EXPENSES 3,751. FUNDRAISING EXPENSES 2,711. TOTAL EXPENSES 34,733. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 12,836. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 17,986. TOTAL EXPENSES 30,822. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 15,854. MANAGEMENT AND GENERAL EXPENSES 11,470. FUNDRAISING EXPENSES 647. TOTAL EXPENSES 27,971. BANK & INVESTMENT FEES: PROGRAM SERVICE EXPENSES 23,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,592. TOTAL EXPENSES 27,099. HONORARIA: PROGRAM SERVICE EXPENSES 20,856. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,021. TOTAL EXPENSES 21,877. SECURITY: PROGRAM SERVICE EXPENSES 20,062. MANAGEMENT AND GENERAL EXPENSES 1,744. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,806. EXHIBIT FABRICATION: PROGRAM SERVICE EXPENSES 10,396. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,396. POSTAGE & DELIVERY: PROGRAM SERVICE EXPENSES 5,291. MANAGEMENT AND GENERAL EXPENSES 1,260. FUNDRAISING EXPENSES 321. TOTAL EXPENSES 6,872. EXHIBIT DESIGN: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 4,149. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 750. TOTAL EXPENSES 4,899. ONLINE EXPENSE: PROGRAM SERVICE EXPENSES 4,092. MANAGEMENT AND GENERAL EXPENSES 570. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,662. CULTIVATION: PROGRAM SERVICE EXPENSES 2,743. MANAGEMENT AND GENERAL EXPENSES 1,175. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,918. TAXES - REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 1,706. MANAGEMENT AND GENERAL EXPENSES 148. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,854. RENTALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,635. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,635. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 204. TOTAL EXPENSES 204. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS FORMED AN AUDIT COMMITTEE TO OVERSEE THE AUDIT PROCESS.