2024-03-13T15:20:27-05:00 2023-09-30 261472386 SCHAFER TSCHOPP WHITCOMB ET AL 541 S ORLANDO AVENUE SUITE 312 MAITLAND FL 32751 990 2022-10-01 591860444 HISTORICAL SOCIETY OF CENTRAL FLORIDA INC HIST 4078368505 65 E CENTRAL BLVD ORLANDO FL 32801 PAMELA SCHWARTZ EXECUTIVE DIRECTOR 4078368505 2024-03-13 1 PAMELA SCHWARTZ 999009999 0 THOMAS TSCHOPP P00836892 4078752760 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAMELA SCHWARTZ 65 E CENTRAL BLVD ORLANDO FL 32801 651936 0 X THEHISTORYCENTER.ORG X 1971 FL SEE ATTACHED.THE HISTORICAL SOCIETY OF CENTRAL FLORIDA, INC. EXISTS TO SUPPORT THE MISSION AND PROGRAMS OF THE ORANGE COUNTY REGIONAL HISTORY CENTER. OUR MISSION STATEMENT IS TO SERVE AS THE GATEWAY FOR COMMUNITY ENGAGEMENT, EDUCATION, AND INSPIRATION BY PRESERVING AND SHARING CENTRAL FLORIDA'S CONTINUALLY UNFOLDING STORY. 14 14 19 554 0 0 541995 408757 138746 166339 21425 27105 7748 23384 709914 625585 0 0 0 0 366815 304594 0 0 39549 283911 251133 650726 555727 59188 69858 1178107 1248976 342597 326001 835510 922975 X SEE ATTACHED.THE HISTORICAL SOCIETY OF CENTRAL FLORIDA, INC. EXISTS TO SUPPORT THE MISSION AND PROGRAMS OF THE ORANGE COUNTY REGIONAL HISTORY CENTER. OUR MISSION STATEMENT IS TO SERVE AS THE GATEWAY FOR COMMUNITY ENGAGEMENT, EDUCATION, AND INSPIRATION BY PRESERVING AND SHARING CENTRAL FLORIDA'S CONTINUALLY UNFOLDING STORY. 0 0 198395 57749 EXHIBITS: THE HISTORY CENTER'S THREE FLOORS OF PERMANENT EXHIBITIONS EXPLORE OVER 14,000 YEARS OF CENTRAL FLORIDA HISTORY, FROM PRE-HISTORIC TIMES TO TODAY. THE EXHIBITS HIGHLGHT CENTRAL FLORIDA'S RICH HISTORY AND DEVELOPMENT LONG BEFORE IT BECAME AN INTERNATIONAL TOURISM DESTINATION. NARRATIVES INTERPRET THE NATURAL ENVIRONMENT, EARLY PEOPLES, THE SEMINOLES, PIONEER SETTLERS, TRANSPORTATION, AND INDUSTRY INTO TODAY. TWO TEMPORARY EXHIBITION SPACES ARE USED FOR SHARING NEW CONTENT AND COLLECTIONS ANNUALLY, INCLUDING OCCASIONAL NATIONAL EXHIBITIONS FROM THE SMITHSONIAN OR OTHER MAJOR INSTITUTIONS. 86850 110062 EDUCATION: THE HISTORY CENTER OFFERS A VARIETY OF PROGRAMMING FOR INDIVIDUALS OF ALL BACKGROUNDS AND INTERESTS, INCLUDING SCHOOL TOURS (PUBLIC, PRIVATE, HOMESCHOOL), YOUTH VISITORS, ADULTS, AND FAMILIES. THE HISTORY CENTER OFFERS HYBRID (ONSITE AND VIRTUAL) PROGRAMMING FOR LUNCH AND LEARNS, THE BRECHNER SPEAKER SERIES, AND OTHER PROGRAMS DESIGNED TO BE AS ACCESSIBLE AS POSSIBLE. WHILE DAILY ADMISSIONS FOR THE PERIOD CAME IN STRONG AT 12,365 VISITORS, WE HAD 52 LOCAL SCHOOLS DO AN ON-SITE TOUR FOR 6,641 STUDENTS; A TOTAL OF 18,100 PARTICIPATED IN OUR PROGRAMMING OFFERINGS. 83902 COLLECTIONS AND RESEARCH: THE HISTORICAL SOCIETY OWNS AND PRESERVES A MAJOR COLLECTION OF HISTORICAL ARTIFACTS, ARCHIVES, IMAGES, AND ORAL HISTORIES WHICH FULFILL THE MISSION OF THE INSTITUTION. THEY ARE USED TO SUPPORT THE PROGRAMMING AND EXHIBITIONS OF THE HISTORY CENTER. THIS COLLECTION CONTAINS MORE THAN 30,000 THREE-DIMENSIONAL ITEMS, 4,500 ARCHIVAL HOLDINGS, 16,000 HISTORIC POSTCARDS, 300,000 HISTORIC PHOTOGRAPHS, AND NEARLY 1,000 ORAL HISTORIES. IT ALSO CONTAINS MORE THAN 2,000,000 LINEAR FEET OF LOCAL TELEVISION NEW COVERAGE FROM THE 1950S THROUGH THE EARLY 1980S. THE HISTORY CENTER INCLUDES A RESEARCH LIBRARY AND A DEDICATED STAFF WHO ASSISTED 782 MEMBERS OF THE PUBLIC WITH THEIR RESEARCH INQUIRIES (TOTALING 1,193 STAFF HOURS). THE COLLECTION IS CARED FOR AND PRESERVED IN KEEPING WITH THE MUSEUM'S AMERICAN ALLIANCE OF MUSEUMS ACCREDITED DESIGNATION STANDARDS AND BEST PRACTICES. 369147 1 1 0 0 0 0 0 1 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 1 11 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X X PAMELA SCHWARTZ 4078368595 65 EAST CENTRAL BLVD ORLANDO FL 32801 X HILARY MARX PRESIDENT 3.00 X X 0 0 0 JODY BURTTRAM VICE PRESIDENT 3.00 X X 0 0 0 LAUREN BLOOM SECRETARY 2.00 X X 0 0 0 WILLIAM SLOT TREASURER 3.00 X X 0 0 0 ADELE BURNEY BOARD MEMBER 2.00 X 0 0 0 KRISTOPHER KEST BOARD MEMBER 2.00 X 0 0 0 SHANON LARIMER BOARD MEMBER 2.00 X 0 0 0 ROSI MAIO BOARD MEMBER 2.00 X 0 0 0 CARTER SCHULTZ BOARD MEMBER 2.00 X 0 0 0 HEATHER RAMOS BOARD MEMBER 2.00 X 0 0 0 LENNY BENDO BOARD MEMBER 2.00 X 0 0 0 SUZANNE WEINSTEIN BOARD MEMBER 2.00 X 0 0 0 LEANORA MINAI BOARD MEMBER 2.00 X 0 0 0 PAMELA SCHWARTZ EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 9471 62304 139771 197211 408757 EDUCATION 108590 108590 EXHIBITS (ADMISSIONS) 57749 57749 166339 27105 27105 42770 26351 16419 16419 16419 0 62304 0 0 5493 0 5493 5493 OTHER INCOME 1472 1472 1472 625585 167811 0 49017 304594 184509 104763 15322 11168 792 10376 26880 26103 777 815 584 231 2227 1199 1028 1458 1458 25381 7462 17919 MUSEUM OPERATIONS 87907 87907 0 0 SPECIAL EVENT COSTS 68844 45419 0 23425 OTHER COSTS 11436 553 10883 0 GRANT COSTS 9209 9009 175 25 5808 5610 198 555727 369147 147031 39549 91126 99972 321949 414216 175950 107002 3001 3019 16213 18042 569868 606725 1178107 1248976 17213 10643 205566 198568 119818 116790 342597 326001 X 513346 686012 322164 236963 835510 922975 1178107 1248976 69858 17607 0 X 0 1 X 1 0 X 455751 512641 482558 541995 408757 2401702 2257418 2309561 2211415 2328921 2617928 11725243 2713169 2822202 2693973 2870916 3026685 14126945 14126945 92716 52915 28914 50355 69875 294775 12057 65646 13771 1300 1472 94246 14515966 733516 0.97320 0.96520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 X 3261120 17607 2617928 2635535 625585 0 625585 3173655 2617928 2617928 555727 0 555727 PART III, LINE 1A: A SUBSTANTIAL PORTION OF THE SOCIETY'S EXHIBITS AND ARTIFACTS ARE ITEMS WHICH HAVE BEEN DONATED, BUT FOR WHICH NO VALUE HAS BEEN ASSIGNED. THE SOCIETY HAS ELECTED TO EXERCISE THE OPTION TO NOT CAPITALIZE THE ITEMS THAT MEET THE DEFINITION OF "COLLECTIONS" AS PRESCRIBED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THEREFORE, THE FAIR VALUE OF DONATED EXHIBITS AND ARTIFACTS IS NOT REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART III, LINE 4: THE SOCIETY'S PERMANENT COLLECTIONS CONSIST OF HISTORICAL ARTIFACTS, ARCHIVES, PHOTO ARCHIVES AND A RESEARCH LIBRARY. THIS COLLECTION IS USED FOR ROTATING MUSEUM DISPLAY AND TO ASSIST IN RESEARCH BY INTERESTED PERSONS. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. IN ADDITION, THE SOCIETY HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. CONSEQUENTLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ACCORDANCE WITH "INCOME TAXES" FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740 (TOPIC 740), ALL ENTITIES ARE REQUIRED TO EVALUATE AND DISCLOSE INCOME TAX RISKS. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES GUIDANCE RELATED TO THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION IS ONLY RECOGNIZED IN THE STATEMENT OF FINANCIAL POSITION IF THE TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON AN EXAMINATION, BASED ON THE TECHNICAL MERITS OF THE POSITION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. AS OF SEPTEMBER 30, 2023 AND 2022, THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SOCIETY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. SINCE THE SOCIETY'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY FEDERAL TAXING AUTHORITIES, GENERALLY THREE YEARS AFTER THEY ARE FILED, THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAXING AUTHORITIES FOR THE YEARS ENDED BEFORE SEPTEMBER 30, 2020. IN ADDITION, THERE ARE CURRENTLY NO PENDING INCOME TAX EXAMINATIONS BY FEDERAL TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF RESALE MERCHANDISE GOLF TOURNAMENT 16175 16175 HIGHWAY MEN 33054 33054 4 13075 13075 62304 62304 X 153 N/A - SEE PART II 0 0 0 PART I, LINE 33: A SUBSTANTIAL PORTION OF THE SOCIETY'S EXHIBITS AND ARTIFACTS ARE ITEMS WHICH HAVE BEEN DONATED, BUT FOR WHICH NO VALUE HAS BEEN ASSIGNED. THE SOCIETY HAS ELECTED TO EXERCISE THE OPTION TO NOT CAPITALIZE THE ITEMS THAT MEET THE DEFINITION OF "COLLECTIONS" AS PRESCRIBED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THEREFORE, THE FAIR VALUE OF DONATED EXHIBITS AND ARTIFACTS IS NOT REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS SUBMITTED TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE GIVEN A COPY OF THE APPROVED CONFLICT OF INTEREST POLICY AS PART OF THEIR BOARD OF DIRECTOR'S MANUAL. THIS MANUAL IS UPDATED EVERY YEAR TO ENSURE BOARD MEMBERS HAVE THE MOST CURRENT VERSIONS OF ALL POLICIES AND PROCEDURES. BEFORE EVERY BOARD MEETING, MEMBERS OF THE BOARD ARE ASKED TO DECLARE ANY CONFLICTS OF INTEREST THEY MAY HAVE SO THEY CAN BE RECUSED FROM ANY RELEVANT AGENDA ITEMS OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF THE JOINT OPERATING AGREEMENT BETWEEN THE HISTORICAL SOCIETY OF CENTRAL FLORIDA AND ORANGE COUNTY GOVERNMENT, THE EXECUTIVE DIRECTOR IS APPOINTED BY THE ORANGE COUNTY MAYOR, WITH INPUT FROM THE BOARD OF THE HISTORICAL SOCIETY, TO SERVE IN THE DUAL ROLE OF EXECUTIVE DIRECTOR OF THE HISTORICAL SOCIETY AND MANAGER OF THE HISTORY CENTER, A DIVISION OF ORANGE COUNTY DEPARTMENT OF FAMILY SERVICES. BECAUSE OF THIS DUAL ROLE, THE EXECUTIVE DIRECTOR IS COMPENSATED WHOLLY BY ORANGE COUNTY AT THE LEVEL OF DIVISION MANAGER, WITH NO COMPENSATION PAID BY THE HISTORICAL SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL THE HISTORICAL SOCIETY OF CENTRAL FLORIDA'S POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON RECEIPT OF A WRITTEN REQUEST, OR FROM ONLINE RESOURCES SUCH AS GUIDESTAR OR THE DONOR EDGE PROJECT BEING DEVELOPED BY THE CENTRAL FLORIDA FOUNDATION. FORM 990, PART VIII, STMT OF REVENUE & PART IX, STMT OF FUNCTIONAL EXPENSES THE CENTER, WHICH REMAINS THE PROPERTY OF ORANGE COUNTY, IS JOINTLY OPERATED BY THE SOCIETY AND ORANGE COUNTY. THE SOCIETY PROVIDES THE HISTORICAL COLLECTIONS WITH THE CENTER INCLUDING OBJECTS, ARCHIVES, PHOTOGRAPHS, ETC. THESE ASSETS REMAIN THE PROPERTY OF THE SOCIETY. ORANGE COUNTY PROVIDES THE EXHIBITS AND THESE ASSETS REMAIN THE PROPERTY OF ORANGE COUNTY. ORANGE COUNTY PAYS FOR ALL THE MAINTENANCE AND UPKEEP COSTS ON THE BUILDING, OTHER COSTS RELATED TO THE BUILDING AND FOR CERTAIN OTHER ITEMS TO THIRD PARTIES. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2022, ORANGE COUNTY, FL PROVIDED $2,289,385 IN INDIRECT SUPPORT OF THE HISTORY CENTER'S OPERATIONS IN THE AREAS LISTED ABOVE. HOWEVER, THIS SUPPORT HAS NOT BEEN INCLUDED ON FORM 990'S STATEMENT OF REVENUE OR STATEMENT OF FUNCTIONAL EXPENSES AS THIS SUPPORT IS CONSIDERED DONATED SERVICES AND USE OF FACILITIES.