2024-08-26T10:44:48-05:00 2023-12-31 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2023-01-01 231371942 CHESTER COUNTY HISTORICAL SOCIETY CHES 6106924800 225 NORTH HIGH STREET WEST CHESTER PA 19380 CONOR HEPP PRESIDENT 6106924800 2024-08-26 1 0 BRIAN PAGE P02402981 2155677770 2024-08-26 2023 2024-08-08 14:25:15Z CHESTER COUNTY HISTORY CENTER CONOR HEPP 225 NORTH HIGH STREET WEST CHESTER PA 19380 4849324 0 X WWW.MYCCHC.ORG X 1945 PA TO INSPIRE, INFORM AND BUILD THE CHESTER COUNTY COMMUNITY IDENTITY 22 22 31 117 686 1265 703891 438131 229164 260863 191071 153662 -7820 137967 1116306 990623 0 0 0 0 781686 785617 0 0 198552 878394 789996 1660080 1575613 -543774 -584990 10083447 10107579 1826491 2146273 8256956 7961306 X SEE SCHEDULE OTHE CHESTER COUNTY HISTORICAL SOCIETY (THE "SOCIETY") IS A NONPROFIT ORGANIZATION ESTABLISHED TO INSPIRE, INFORM AND BUILD COMMUNITY IDENTITY BY PRESERVING AND SHARING THE REMARKABLE STORY OF CHESTER COUNTY AND ITS PEOPLE. THE SOCIETY PROVIDES PUBLIC ACCESS TO THE IDEAS, ISSUES AND PROCESSES OF THE PAST THAT HAVE SHAPED THE PRESENT. ITS EXHIBITION, RESEARCH, SERVICES AND PROGRAMS SHARE THIS ACCESS WITH PEOPLE OF ALL AGES SEEKING TO UNDERSTAND OUR SHARED HERITAGE. 0 0 1037691 263708 THE CHESTER COUNTY HISTORICAL SOCIETY (THE "SOCIETY") IS A HISTORICAL REPOSITORY FOR ITEMS MADE OR USED IN CHESTER COUNTY, PENNSYLVANIA. AS SUCH, THE SOCIETY PRESERVES AND SHARES THE COUNTY'S REMARKABLE HISTORY IN POWERFUL AND RELEVANT WAYS:- ACTING AS STEWARD OF AN UNPARALLELED COLLECTION OF ARTIFACTS, MANUSCRIPTS, PHOTOGRAPHS AND VOLUMES THAT DOCUMENTS OVER 300 YEARS OF COUNTY HERITAGE.- OFFERING INNOVATIVE EDUCATIONAL PROGRAMS AND EXHIBITIONS TO SHARE THE EXCITEMENT OF HISTORY.- HELPING AUDIENCES EXPLORE HISTORY THROUGH SOCIETY RESOURCES AND STAFF EXPERTISE. 1037691 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 31 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X THE ORGANIZATION 6106924800 225 NORTH HIGH STREET WEST CHESTER PA 19380 HOLLY STOVIAK CHAIR 2.00 X X 0 0 0 WILLIAM RONAYNE VICE-CHAIR 2.00 X X 0 0 0 DOMENIC D'GINTO TREASURER 2.00 X X 0 0 0 MATT MCKEON ESQ SECRETARY 2.00 X X 0 0 0 ANDREW DINNIMAN TRUSTEE 2.00 X 0 0 0 JOHN FRAZIER HUNT TRUSTEE 2.00 X 0 0 0 HOLLY GROSS TRUSTEE 2.00 X 0 0 0 DR MIAN JAN FACC FSCAI TRUSTEE 2.00 X 0 0 0 ROBERT VOSBURGH TRUSTEE 2.00 X 0 0 0 JEFF GROFF TRUSTEE 2.00 X 0 0 0 TODD PRIDE TRUSTEE 2.00 X 0 0 0 JAMES C SARGENT JR TRUSTEE 2.00 X 0 0 0 JOHN SILVERTHORNE TRUSTEE 2.00 X 0 0 0 ANNE SKILLMAN TRUSTEE 2.00 X 0 0 0 CUYLER WALKER TRUSTEE 2.00 X 0 0 0 CHARLES H WHITE TRUSTEE 2.00 X 0 0 0 CONOR HEPP PRESIDENT 40.00 X X 97528 0 4248 DAMON SINCLAIR TRUSTEE 2.00 X 0 0 0 ANDY GORDON TRUSTEE 2.00 X 0 0 0 MARY-ELLEN ALLEN TRUSTEE 2.00 X 0 0 0 MARY BROOKS TRUSTEE 2.00 X 0 0 0 PATRICK MCKENNA TRUSTEE 2.00 X 0 0 0 REBECCA HUNT TRUSTEE 2.00 X 0 0 0 97528 0 4248 0 0 0 0 0 38197 88751 311183 438131 ADMISSION AND FEES 900099 260863 258598 2265 260863 241325 241325 631 631 78655 57909 20746 20746 -1579 22325 136867 3500000 136254 3588276 613 -88276 -87663 -87663 170366 70515 99851 99851 10857 5747 5110 5110 MISCELLANEOUS REVENUE 900099 11629 11629 11629 990623 263708 686 288098 101776 69243 12662 19871 593536 420810 51962 120764 46981 32988 4526 9467 43324 27756 6411 9157 10029 10029 123649 20167 103482 14374 2097 11071 1206 133290 27514 85919 19857 213677 187899 23655 2123 5630 626 2892 2112 28450 19547 6780 2123 204177 195201 6732 2244 24080 16609 2439 5032 PROGRAM EXPENSES 22872 17150 1357 4365 BANK CHARGES 8136 52 8084 DUES AND SUBSCRIPTIONS 1600 1369 231 OTHER MUSEUM EXPENSES 32 32 1575613 1037691 339370 198552 83199 557992 546053 2348200 319604 6423 17548 19865 2339982 563484 5571143 1776498 1058055 1140547 2487845 2711811 0 1546243 10083447 10107579 233043 129345 37436 37436 1556012 300400 0 1679092 1826491 2146273 X 4196901 3556445 4060055 4404861 8256956 7961306 10083447 10107579 X -584990 65374 223966 X 0 1 X 1 0 X 761974 655395 895217 723057 438131 3473774 761974 655395 895217 723057 438131 3473774 333767 3140007 227771 187706 306713 182806 306316 1211312 5955 5955 37569 16747 4991 16758 190138 266203 4957244 1206343 0.63340 0.67110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2019 AMOUNT: $ 30,765. 2020 AMOUNT: $ 10,655. 2021 AMOUNT: $ 4,492. 2022 AMOUNT: $ 16,497. 2023 AMOUNT: $ 170,366. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 588. 2020 AMOUNT: $ 1,192. 2021 AMOUNT: $ 499. 2022 AMOUNT: $ 261. 2023 AMOUNT: $ 11,629. GROSS MUSEUM SALES - 2019 AMOUNT: $ 6,216. 2020 AMOUNT: $ 4,900. 2023 AMOUNT: $ 8,143. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 1186879 97489 -21791 1306159 1383151 -161012 -35260 1186879 1278576 170032 65457 1383151 1148260 142547 12231 1278576 964777 221462 37979 1148260 0.66400 0.33600 0 0 2198404 461224 1737180 141578 102260 39318 1776498 BENEFICIAL INTEREST IN PERPETUAL TRUST 2711811 F 2711811 RIGHT OF USE ASSET 1546243 1546243 OPERATING LEASE LIABILITY 1679092 1679092 X 1492381 65374 223966 289340 1203041 10029 -222447 -212418 990623 1699755 134171 134171 1565584 10029 10029 1575613 PART III, LINE 1A: COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. ACCORDINGLY, THE COST OF COLLECTION ITEMS PURCHASED IS REPORTED AS A DECREASE IN NET ASSETS AND PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE REPORTED AS AN INCREASE IN NET ASSETS. PART III, LINE 4: THE CHESTER COUNTY HISTORICAL SOCIETY (CCHS) INSPIRES, INFORMS, AND BUILDS COMMUNITY IDENTITY BY PRESERVING AND SHARING THE REMARKABLE STORY OF CHESTER COUNTY AND ITS PEOPLE. REPRESENTING MORE THAN THREE CENTURIES OF REGIONAL HISTORY, OUR COLLECTIONS INCLUDE OBJECTS, MANUSCRIPTS, PUBLISHED RESOURCES, AND PHOTOGRAPHIC ARCHIVES. MUSEUM COLLECTIONS INCLUDE BUT ARE NOT LIMITED TO AGRICULTURAL, INDUSTRIAL AND DOMESTIC ARTIFACTS; DECORATIVE AND FINE ART ITEMS INCLUDING PAINTINGS, PRINTS, CERAMICS AND GLASS, FURNITURE, AND METALS; PREHISTORIC AND NATIVE AMERICAN ARTIFACTS (ADHERING TO THE NAGPRA ACT OF 1990); CLOTHING AND TEXTILES; AND DOLLS AND TOYS. LIBRARY COLLECTIONS INCLUDE BUT ARE NOT LIMITED TO BOOKS, PAMPHLETS, MANUSCRIPTS INCLUDING PERSONAL PAPERS, ARCHIVES, BUSINESS RECORDS, DIARIES, SCRAPBOOKS, BROADSIDES AND POSTERS, MAPS, ARCHITECTURAL DRAWINGS, EPHEMERA, AND CHESTER COUNTY HISTORICAL SOCIETY ARCHIVES. PHOTO ARCHIVES COLLECTIONS INCLUDE IMAGES PRODUCED FROM THE 1840S TO THE PRESENT SUCH AS: PORTRAITS, LANDSCAPES, THE BUILT ENVIRONMENT AND LOCAL EVENTS. THE SUBJECTS MAY BE CASUAL OR FORMAL. THIS AREA ALSO CONTAINS NEGATIVES AND TRANSPARENCIES, AUDIOVISUAL MATERIALS SUCH AS ORAL HISTORIES, MUSCIAL RECORDINGS BY LOCAL COMPOSERS OR MUSICIANS, VIDEOS OF EVENTS, AND DIGITAL RECORDINGS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT VARIOUS PROGRAMS BASED ON THE SPENDING POLICY AS DETERMINED BY THE BOARD OF DIRECTORS. PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SOCIETY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 223,966. PART XI, LINE 4B - OTHER ADJUSTMENTS: MUSEUM SALES COST OF GOODS SOLD -5,747. FUNDRAISING EXPENSES -70,515. RENTAL EXPENSES -57,909. LOSS ON SALE OF PROPERTY AND EQUIPMENT -88,276. PART XII, LINE 2D - OTHER ADJUSTMENTS: MUSEUM SALES COST OF GOODS SOLD 5,747. FUNDRAISING EXPENSES 70,515. RENTAL EXPENSES 57,909. FALL GALA - HALLOWEEN BALL 70951 70951 39732 RUSTIN SCREENING 10954 10954 5277 1 88461 88461 25506 170366 170366 70515 70515 99851 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, STAFF AND CERTAIN VOLUNTEERS OF THE ORGANIZATION ("INTERESTED PARTIES") ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN. INTERESTED PARTIES ARE REQUIRED TO PROVIDE AN ANNUAL QUESTIONNAIRE TO THE BOARD PRESIDENT AND IN THE ABSENCE OF THE BOARD PRESIDENT, TO THE SECRETARY. COPIES OF THESE QUESTIONNAIRES ARE ALSO PROVIDED TO THE PRESIDENT. THIS QUESTIONNAIRE IS USED TO FULLY AND COMPLETELY DISCLOSE THE FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS. AN ADDITIONAL DISCLOSURE STATEMENT WILL BE COMPLETED IF AN ACTUAL OR POTENTIAL CONFLICT ARISES. IF AN ACTUAL OR POTENTIAL CONFLICT ARISES BETWEEN THE ORGANIZATION AND AN INTERESTED PARTY, THE BOARD OF DIRECTORS SHALL DETERMINE THE APPROPRIATE RESPONSE TO THAT CONFLICT. IF A CONFLICT EXISTS, THE ORGANIZATION WILL REFRAIN FROM COMPLETING THAT ACTION UNTIL THE CONFLICT HAS BEEN ADDRESSED. FAILURE TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST WILL BE ADDRESSED AND INVESTIGATED BY THE BOARD OF DIRECTORS AND APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION WILL BE TAKEN AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE PRESIDENT IS SUBJECT TO ANNUAL REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 223,966. THE ALLEN J HANKELE TRUST 1650 MARKET STREET SUITE 1200 PHILADELPHIA PA 19103 576094893 MEMORIAL FUND PA CHESTER COUNTY HISTORICAL SOCIETY T 50992 1208568 1.00000 1 LORRAINE PIERCE FUND 300 FIFTH AVENUE PITTSBURGH PA 15222 237429332 MEMORIAL FUND PA CHESTER COUNTY HISTORICAL SOCIETY T 47762 1229620 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE ALLEN J HANKELE TRUST A 77730 FMV LORRAINE PIERCE FUND A 55641 FMV