New York State Historical Association in Cooperstown, New York (NY)

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New York State Historical Association
Employer Identification Number (EIN)150539110
Name of OrganizationNew York State Historical Association
AddressPO BOX 800, Cooperstown, NY 13326-0800
ActivitiesOther school related activities, Book, gift or supply store, Historical site, records or reenactment
SubsectionEducational Organization
Ruling Date07/1941
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$55,038,539
Amount of Income$11,324,039
Form 990 Revenue Amount$8,107,903
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: History Museums


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Amount of income in 2013: $11,324,039
New York State Historical Association: 

 $11,324,039
Other organizations performing similar types of work: 

 $170,607

Assets in 2013: $55,038,539
New York State Historical Association: 

 $55,038,539
Other organizations performing similar types of work: 

 $751,001

Expenses in 2013: $4,943,494
This organization: 

 $4,943,494
Other organizations performing similar types of work: 

 $136,601

Income to expenses ratio in 2013: 2.3
This organization: 

 2.3
Other organizations performing similar types of work: 

 1.2

Expenses allocated to program services in 2007: 27.7%
New York State Historical Association: 

 27.7%
Other organizations performing similar types of work: 

 70.0%

Number of employees in 2013: 137
New York State Historical Association: 

 137
Other organizations performing similar types of work: 

 4

Employees paid over $100,000 in 2013: 4.4%
New York State Historical Association: 

 4.4%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 18.1%
New York State Historical Association: 

 18.1%
Other organizations performing similar types of work: 

 57.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?YesYes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?NoNo
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNo
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?YesYes
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?YesYes
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 1096565744
The number of Forms W-2G000
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return129129137
Did the organization file all required federal employment tax returns?YesYesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNoNo
Did the organization file Form 8886-T?NoNoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNoNo
Did the organization notify the donor of the value of the goods or services provided?NoNoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNoNo
The amount of tax-exempt interest received or accrued during the year$0$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0$0
The amount of reserves on hand$0$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNoNo
Has it filed a Form 720 to report these payments?NoNoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$190,567$158,500
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$0$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization11
Total number of independent contractors who received more than $100,000 of compensation from the organization45
Statement of Revenue
201120122013
Total revenue$4,680,378$3,029,050$8,107,903
Contributions, Gifts, Grants and Other Similar Amounts$1,269,263$1,405,160$1,469,110
Program Service Revenue$1,015,267$860,774$899,274
900099$313,614$349,845$302,652
900099$307,596$223,962$256,279
900099$200,269$201,379$204,189
900099$193,788$85,588$136,154
All other program service revenue$0$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$564,955$410,797$354,602
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$1,741,955$337,480$5,333,695
Gross amount from sales of assets other than inventory (Securities / Other)$11,570,210 / $0$7,609,762 / $0$6,309,246 / $2,240,585
Less: cost or other basis and sales expenses (Securities / Other)$9,828,255 / $0$6,231,480 / $1,040,802$3,216,136 / $0
Gain or (loss) (Securities / Other)$1,741,955 / $0$1,378,282 / $-1,040,802$3,093,110 / $2,240,585
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$88,938$14,839$51,222
900099$88,938$14,839$51,222
All other revenue$0$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$4,898,712$4,892,297$4,943,494
Grants and other assistance to domestic organizations and domestic governments$0$0$0
Grants and other assistance to domestic individuals$0$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0$0
Benefits paid to or for members$0$0$0
Compensation of current officers, directors, trustees, and key employees$171,250$190,567$158,500
Compensation not included above, to disqualified persons$0$0$1,168,863
Other salaries and wages$1,216,731$1,164,146$0
Pension plan accruals and contributions$0$0$0
Other employee benefits$460,329$500,593$454,345
Payroll taxes$0$0$0
Fees for services (non-employees)
Management$288,500$386,683$406,786
Legal$0$0$0
Accounting$52,200$0$0
Lobbying$0$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0$0
Other$0$50,833$50,597
Advertising and promotion$203,528$243,960$197,758
Office expenses$0$0$0
Information technology$0$0$0
Royalties$0$0$0
Occupancy$0$0$0
Travel$71,112$99,211$64,286
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0$0
Conferences, conventions, and meetings$0$0$0
Interest$0$0$0
Payments to affiliates$0$0$0
Depreciation, depletion, and amortization$593,344$565,313$529,951
Insurance$130,575$142,682$206,489
Other expenses$394,472$475,092$409,574
Other expenses$288,225$297,517$325,600
Other expenses$213,896$127,730$221,414
Other expenses$82,283$101,482$128,567
Other expenses$732,267$546,488$620,764
Balance Sheet
201120122013
Total assets$41,668,391$43,856,948$55,038,539
Cash - non-interest-bearing$0$0$0
Savings and temporary cash investments$3,744,506$6,537,799$10,337,707
Pledges and grants receivable, net$0$0$0
Accounts receivable, net$81,663$198,194$250,203
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0$0
Notes and loans receivable, net$0$0$0
Inventories for sale or use$249,021$263,064$264,233
Prepaid expenses and deferred charges$131,899$124,855$130,279
Land, buildings, and equipment: cost or other basis$6,120,670$5,627,342$5,142,683
Investments - publicly traded securities$31,340,632$31,105,694$38,913,434
Investments - other securities$0$0$0
Investments - program-related$0$0$0
Intangible assets$0$0$0
Other assets$0$0$0
Total liabilities$356,834$446,060$275,268
Accounts payable and accrued expenses$189,770$276,171$166,453
Grants payable$0$0$0
Deferred revenue$167,064$169,889$108,815
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$0$0$0
Total net assets or fund balances$41,311,557$43,410,888$54,763,271
Unrestricted net assets$8,686,328$8,914,571$9,580,970
Temporarily restricted net assets$29,919,633$31,790,721$42,476,705
Permanently restricted net assets$2,705,596$2,705,596$2,705,596
Capital stock or trust principal, or current funds$0$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$4,670,773
Subtotal Support$7,518,763
Gifts, grants, contributions, and membership fees received$7,518,763
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$2,847,990
Total Support$9,606,503
Public Support$7,518,763
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$2,087,740
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$0
Gross receipts from related activities, etc.$5,038,837
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$8,691,867$5,642,674$1,297,832$4,414,141$9,388,494$6,215,851$8,134,163$6,113,806
Contributions, gifts, grants, and similar amounts received$646,943$908,764$458,993$904,694$1,057,414$988,468$1,565,194$1,282,850
Contributions to donor advised funds$0$0
Direct public support$61,125$867,464$429,958$852,694$875,477$900,920$1,397,848$1,161,155
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$585,818$41,300$29,035$52,000$181,937$87,548$167,346$121,695
Program service revenue including government fees and contracts$559,075$596,401$538,419$677,015$754,892$662,751$628,017$683,867
Membership dues and assessments$229,105$219,754$191,685$210,238$192,961$203,596$214,477$229,500
Interest on savings and temporary cash investments$0$0$0$0$0$0$0$0
Dividends and interest from securities$1,411,817$1,092,508$677,368$579,721$756,896$802,937$1,338,403$1,070,903
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$5,906,475$2,853,410$-484,457$2,094,114$6,649,299$3,689,547$4,589,184$2,919,092
Gross amount from sales of assets other than inventory$5,906,475$2,853,410$0$2,094,114$6,649,299$3,689,547$4,589,184$25,421,231
Less: cost or other basis and sales expenses$0$0$484,457$0$0$0$0$22,502,139
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$-8,670$6,133$-56,035$-28,289$-86$-111,426$-76,873$-52,260
Gross sales of inventory, less returns and allowances$192,155$187,750$290,246$306,442$309,153$310,035$380,900$329,925
Less: cost of goods sold$200,825$181,617$346,281$334,731$309,239$421,461$457,773$382,185
Other revenue$-52,878$-34,296$-28,141$-23,352$-22,882$-20,022$-124,239$-20,146
Total expenses$3,727,626$3,887,016$4,081,352$4,135,570$4,099,905$4,425,108$5,018,161$5,128,530
Program services$1,566,382$1,569,292$1,467,122$1,187,389$1,082,588$1,361,449$1,424,605$1,418,617
Management and general$2,161,244$2,317,724$2,614,230$2,948,181$3,017,317$3,063,659$3,593,556$3,709,913
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$52,907,396$53,193,632$44,915,612$51,063,671$54,103,302$53,236,734$53,744,760$51,496,663
Excess or (deficit) for the year$4,964,241$1,755,658$-2,783,520$278,571$5,288,589$1,790,743$3,116,002$985,276
Net assets or fund balances at beginning of year$50,532,450$52,907,396$53,193,632$44,915,612$51,063,671$54,103,302$53,236,734$53,744,760
Other changes in net assets or fund balances$-2,589,295$-1,469,422$-5,494,500$5,869,488$-2,248,958$-2,657,311$-2,607,976$-3,233,373
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$5,128,530$1,418,617$3,709,913$0
Grants paid from donor advised funds$0
Other grants and allocations$122,400
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$313,500$143,000$170,500$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$1,133,688$423,658$710,030$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$438,192$174,082$264,110$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$62,102$32,425$29,677$0
Telephone$28,093$0$28,093$0
Postage and shipping$128,800$104,189$24,611$0
Occupancy$358,710$2,623$356,087$0
Equipment rental and maintenance$92,713$4,736$87,977$0
Printing and publications$123,950$55,562$68,388$0
Travel$81,835$55,867$25,968$0
Conferences, conventions, and meetings$18,968$18,968$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$580,768$0$580,768$0
Other expenses not covered above$1,644,811$281,107$1,363,704$0
Balance Sheets
20002001200220032004200520062007
Total assets$53,124,827$53,423,256$45,095,271$51,182,580$54,261,222$53,475,096$54,192,259$51,936,305
Cash - non-interest-bearing$0$0$0$0$0$0$0$0
Savings and temporary cash investments$6,781,635$14,224,473$7,703,678$4,992,256$7,302,864$5,964,645$3,984,585$3,364,651
Accounts receivable less allowance for doubtful accounts$233,813$345,394$118,820$140,341$361,295$229,115$772,728$345,415
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$193,343$288,194$208,932$223,911$232,933$217,844$183,633$220,351
Prepaid expenses and deferred charges$0$0$0$0$0$0$0$0
Investments - publicly-traded securities$41,502,552$40,503,973
Investments - other securities$35,595,683$28,672,817$27,687,645$36,956,111$37,876,177$38,998,029$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$10,320,353$9,892,378$9,376,196$8,869,961$8,487,953$8,065,463$7,748,761$7,501,915
Other assets, including program-related investments$0$0$0$0$0$0$0$0
Total liabilities$217,431$229,624$179,659$118,909$157,920$238,362$447,499$439,642
Accounts payable and accrued expenses$217,431$229,624$179,659$118,909$157,920$238,362$447,499$439,642
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$0$0$0$0$0$0$0
Total liabilities and net assets/fund balances$53,124,827$53,423,256$45,095,271$51,182,580$54,261,222$53,475,096$54,192,259$51,936,305
Total net assets or fund balances$52,907,396$53,193,632$44,915,612$51,063,671$54,103,302$53,236,734$53,744,760$51,496,663
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$8,691,867$5,642,674$1,297,832$4,414,141$9,388,494$6,215,851$8,134,163$6,113,806
Total revenue, gains, and other support per audited financial statements$6,356,275$4,389,165$-3,822,246$10,641,712$7,471,657$4,000,023$6,108,199$3,282,764
Other expenses$-2,589,295$-1,469,422$-5,494,500$5,869,488$-2,248,958$-2,657,311$-2,607,976$-3,233,373
Net unrealized gains on investments$-2,589,295$-1,469,422$-5,494,500$5,869,488$-2,248,958$-2,657,311$-2,607,976$-3,233,373
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other revenue$-253,703$-215,913$-374,422$-358,083$-332,121$-441,483$-582,012$-402,331
Investment expenses$0$0$0$0$0$0$0$0
Other$-253,703$-215,913$-374,422$-358,083$-332,121$-441,483$-582,012$-402,331
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$3,727,626$3,887,016$4,081,352$4,135,570$4,099,905$4,425,108$5,018,161$5,128,530
Total expenses and losses per audited financial statements$3,928,451$4,068,633$4,427,633$4,470,301$4,409,144$4,846,569$5,475,934$5,510,715
Other revenue$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$-200,825$-181,617$-346,281$-334,731$-309,239$-421,461$-457,773$-382,185
Investment expenses$0$0$0$0$0$0$0$0
Other$-200,825$-181,617$-346,281$-334,731$-309,239$-421,461$-457,773$-382,185
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$102,500$0$0
40$41,500$0$0
40$34,000$0$0
40$68,000$0$0
40$67,500$0$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings19
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 200691
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$3,989,995$840,961
Program service revenue
Program service revenue 1000000$000$0$248,133
Program service revenue 2000000$000$0$193,777
Program service revenue 3000000$000$0$173,001
Program service revenue 4000000$000$0$68,956
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$229,500
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$1,070,903$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$2,919,092$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$0Income from the sale of merchandise, substantially all of which (at least 85%) was donated to the organization (section 513(a)(3))$0$-52,260
Other revenue000000$000$0$-20,146
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$3,050,272$3,039,095$3,005,177$2,156,711$2,678,110$3,071,316$2,967,787$13,206,991
Gifts, grants, and contributions received$817,608$646,943$908,764$458,993$904,694$1,057,414$988,468$1,565,194
Membership fees received$223,922$229,105$219,754$191,685$210,238$192,961$203,596$214,477
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$775,848$751,230$784,151$828,665$983,457$1,064,045$972,786$10,088,917
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$1,232,894$1,411,817$1,092,508$677,368$579,721$756,896$802,937$1,338,403
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$-23,217$0$-23,217
Gross receipts or sales less returns and allowances$6,097$0$0
Cost of goods sold$0$0$0
Gross profit$6,097$0$609
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$-29,314$0$-29,314
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$5,376
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$5,376
Unrelated business taxable income$-28,593
Unrelated business taxable income before net operating loss deduction$-28,593
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-28,593
Specific deduction$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Henry E Huntington Library & Art Gallery1151 Oxford Rd, San Marino, CA 91108-1218CA1938-05$202,277,268
2United States Holocaust Memorial Council100 Raoul Wallenberg Pl Sw, Washington, DC 20024-2126DC1991-06$187,415,604
3Scottish Rite Masonic Museum & Library Inc33 Marrett Rd, Lexington, MA 02421-5703MA1972-03$120,504,981
4The Edison Institute Inc20900 Oakwood Blvd, Dearborn, MI 48124-5029MI1945-08$101,310,203
5Farmers Museum IncPO BOX 800, Cooperstown, NY 13326-0800NY1944-08$15,286,543
6National Baseball Hall Of Fame And Museum IncPO BOX 590, Cooperstown, NY 13326-0590NY1937-07$12,930,996
7Margaret Woodbury Strong Museum1 Manhattan Square Dr, Rochester, NY 14607-3941NY1968-09$12,678,662
8New York State Historical AssociationPO BOX 800, Cooperstown, NY 13326-0800NY1941-07$11,324,039
9Rhinebeck Aerodrome MuseumPO BOX 229, Rhinebeck, NY 12572-0229NY1992-09$263,975
10Rochester Historical Society1100 University Ave Box 42, Rochester, NY 14607-1653NY1987-10$234,574
11Museum Of The City Of New York1220 5th Ave, New York, NY 10029-5221NY1942-08$14,146,980
12Lower East Side Tenement Museum91 Orchard Street, New York, NY 10002-3132NY1988-12$8,471,672
13Genesee Country Museum1410 Flint Hill Rd, Mumford, NY 14511-9801NY1967-02$5,514,892
14Buffalo Transportation Museum263 Michigan Ave, Buffalo, NY 14203-2900NY1997-09$1,261,674
15New York City Police Museum111 E 59th St, Manhattan, NY 10022-1202NY1998-07$983,185
16Gomez Foundation For Mill House15 West 16th St 6th Fl, New York, NY 10011-6301NY1980-01$525,982
17Awa Electronic Communication Museum6925 State Routes 5 And 20, Bloomfield, NY 14469NY1999-09$507,350
18Hanford Mills Museum At East MeredithPO BOX 99, East Meredith, NY 13757-0099NY1973-11$484,196
19Glenn H Curtiss Museum Of Local History Inc8419 State Route 54, Hammondsport, NY 14840-9795NY1963-02$434,731
20Old Merchants House Of New York Inc29 E 4th St, New York, NY 10003-7003NY1973-02$423,442
Number of organizations performing similar types of work
Alaska6
Alabama16
Arkansas13
Arizona10
California72
Colorado15
Connecticut7
District of Columbia3
Delaware4
Florida20
Georgia12
Hawaii5
Iowa10
Idaho5
Illinois26
Indiana20
Kansas12
Kentucky15
Louisiana10
Massachusetts26
Maryland17
Maine6
Michigan17
Minnesota16
Missouri13
Mississippi3
Montana11
North Carolina21
North Dakota4
Nebraska10
New Hampshire9
New Jersey15
New Mexico3
Nevada3
New York55
Ohio32
Oklahoma11
Oregon11
Pennsylvania39
Rhode Island6
South Carolina9
South Dakota6
Tennessee13
Texas58
Utah4
Virginia36
Vermont5
Washington11
Wisconsin12
West Virginia3
Wyoming6
Total772

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