2024-04-15T10:34:23-05:00 2023-05-31 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990 2022-06-01 237098699 THE SUSAN B ANTHONY HOUSE SUSA 5852797490 17 MADISON STREET ROCHESTER NY 14608 DEBORAH L HUGHES PRESIDENT & CEO 5852797490 2024-04-15 1 DEBORAH HUGHES 999009999 1 CHRISTOPHER JOHNSTON P00896198 5854278900 2024-04-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NATIONAL SUSAN B ANTHONY MUSEUM & HOUSE DEBORAH L HUGHES 17 MADISON STREET ROCHESTER NY 14608 2809978 0 X WWW.SUSANB.ORG X 1946 NY THE NATIONAL SUSAN B. ANTHONY MUSEUM & HOUSE INTERPRETS THE LEGACY OF THE GREAT REFORMER TO INSPIRE AND CHALLENGE INDIVIDUALS TO MAKE A POSITIVE DIFFERENCE IN THEIR LIVES AND COMMUNITIES. WE PRESERVE AND SHARE THE NATIONAL HISTORIC LANDMARK THAT WAS HER HOME AND HEADQUARTERS, COLLECT AND EXHIBIT ARTIFACTS RELATED TO HER LIFE AND WORK, AND OFFER TOURS AND INTERPRETIVE PROGRAMS TO SHARE HER STORY WITH THE WORLD. 8 7 22 170 0 0 1823670 2556552 74804 94524 1142 2581 130440 65435 2030056 2719092 0 0 0 0 480382 568437 31280 110000 404001 763232 752670 1274894 1431107 755162 1287985 3074522 4335034 133850 117667 2940672 4217367 X THE NATIONAL SUSAN B. ANTHONY MUSEUM & HOUSE INTERPRETS THE LEGACY OF THE GREAT REFORMER TO INSPIRE AND CHALLENGE INDIVIDUALS TO MAKE A POSITIVE DIFFERENCE IN THEIR LIVES AND COMMUNITIES. WE PRESERVE AND SHARE THE NATIONAL HISTORIC LANDMARK THAT WAS HER HOME AND HEADQUARTERS, COLLECT AND EXHIBIT ARTIFACTS RELATED TO HER LIFE AND WORK, AND OFFER TOURS AND INTERPRETIVE PROGRAMS TO SHARE HER STORY WITH THE WORLD. 0 0 391420 128338 EDUCATION AND INSPIRATION. THE ANTHONY MUSEUM CONTINUED TO RECOVER FROM THE IMPACT OF THE PANDEMIC. THE THEME FOR OUR ANNUAL SUSAN B ANTHONY BIRTHDAY CELEBRATION IN FEBRUARY 2023 WAS "A WONDERFUL POWER" WHICH IS HOW ANTHONY REFERRED TO THE RIGHT TO VOTE. LINDA MORONEY SPOKE ABOUT THE FULL-LENGTH DOCUMENTARY AND COMMUNITY ENGAGEMENT PROJECT THAT SHE PRODUCED CALLED, "WOMEN AND THE VOTE NYS." THE ANTHONY MUSEUM WAS THE FISCAL SPONSOR FOR THIS PROGRAM AND EMMY-WINNING FILM. BRENT D. GLASS, EMERITUS DIRECTOR OF THE AMERICAN HISTORY MUSEUM OF THE SMITHSONIAN SPOKE ON "THE POWER OF PLACE." AS TOURISM CONTINUED TO RECOVER FROM THE PANDEMIC, THE MUSEUM EXPANDED ITS ONSITE TOURS AND PROGRAMS FOR ALL AGES, AND CONTINUED PLANNING FOR THE CAMPUS EXPANSION. THE MUSEUM IS COLLABORATING WITH MADE BY US AND CIVICS SEASON TO REACH MILLENNIAL AND GENZ AUDIENCES. 62484 31621 PRESERVING AND SHARING OUR COLLECTION. WITH THE ADDITION OF A FULL-TIME CURATOR OF INTERPRETATION, THE ANTHONY MUSEUM HAS BEGUN CATALOGING AND PHOTOGRAPHING ITS PERMANENT COLLECTION IN AN ONLINE CATALOG. SEVERAL INTERNS FROM MUSEUM STUDIES PROGRAMS AT AREA UNIVERSITIES ARE ASSISTING IN THE INVENTORY AND CATALOGING. THE MULTI-YEAR PROJECT WILL ALLOW IMAGES AND INFORMATION TO BE MADE AVAILABLE TO SCHOLARS AND THE PUBLIC. THE PLANNED CAMPUS EXPANSION WILL INCLUDE A COLLECTIONS WING WITH MUSEUM-QUALITY STORAGE, FIRE PROTECTION, AND ENVIRONMENTAL CONTROLS. IT WILL ALSO INCLUDE AREAS FOR CONSERVATION OF OBJECTS, DIGITIZATION, AND RESEARCH. AN ASSESSMENT OF THE SHELVING AND CONTAINER NEEDS FOR THE NEW SPACE HAS BEEN COMPLETED. 56292 TELLING THE BROADER STORY. THE MUSEUM CONTINUED PLANNING AND FUNDRAISING FOR THE CAMPUS EXPANSION, WHICH WILL INCLUDE A NEW BUILDING CONSTRUCTED ON NEARBY PARCELS OF VACANT LAND DESIGNATED BY THE CITY OF ROCHESTER AS KEY TO REDEVELOPMENT AND REVITALIZATION. THREE ADDITIONAL PARCELS WERE ACQUIRED FOR AUXILIARY PARKING, WITH PLANS APPROVED BY CITY COUNCIL. THE MUSEUM WAS AWARDED A GRANT OF $10 MILLION FOR THE CAPITAL PROJECT, AND AN ADDITIONAL $750,000 IN FEDERAL FUNDS WAS SECURED. AT FYE, OVER $15.5 MILLION HAD BEEN CONTRIBUTED OR PLEDGED. BASED ON THE RISING COST OF MATERIALS, THE BOARD VOTED TO INCREASE THE OVERALL CAMPAIGN GOAL BY $5 MILLION, TO A TOTAL OF $25 MILLION. THE CAMPUS EXPANSION WILL INCREASE THE MUSEUM'S CAPACITY FROM 35/HOUR TO OVER 200/HOUR, DRAMATICALLY EXPANDING THE MUSEUM'S REACH AND IMPACT. THE NEW, 6,300 SQ FT EXHIBIT AREA WILL BE IMMERSIVE, EXPERIENTIAL, AND SELF-GUIDED. 510196 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 9 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X DEBORAH L HUGHES 5852797490 17 MADISON STREET ROCHESTER NY 14608 DEBORAH HUGHES PRESIDENT & CEO 55.00 X X 82438 0 7427 CRAIG ZICARI CHAIR 2.00 X X 0 0 0 HOLLY BAUER-MERGEN VICE CHAIR 2.00 X X 0 0 0 TAMAR CARROLL SECRETARY 2.00 X X 0 0 0 AQUA PORTER TREASURER 2.00 X X 0 0 0 CASSANDRA RICH BOARD MEMBER 2.00 X 0 0 0 SUZANNE TURCHETTI BOARD MEMBER 2.00 X 0 0 0 COLLENE BURNS BOARD MEMBER 2.00 X 0 0 0 SHEILA STRONG BOARD MEMBER 2.00 X 0 0 0 82438 0 7427 0 0 0 0 BRENT D GLASS LLC 1921 SUNDERLAND PLACE NW WASHINGTON DC 20036 PROFESSIONAL FUNDRAISER 110000 1 83989 62620 780211 1629732 33000 2556552 ADMISSIONS 900099 64406 64406 EDUCATIONAL PROGRAMS 900099 30118 30118 94524 2581 2581 64614 62620 64614 0 60086 26272 33814 33814 OTHER INCOME 900099 31621 31621 31621 2719092 159959 0 2581 89865 50630 12627 26608 413626 232990 58135 122501 29025 16918 4431 7676 35921 20285 5030 10606 2889 2889 110000 110000 71197 27217 43980 26385 22359 4026 3648 1029 2619 52399 35359 8617 8423 25933 22422 3511 5166 4463 584 119 1755 1755 29231 24021 5210 11958 8606 3352 BAD DEBT EXPENSE 351420 351420 CAMPUS EXPANSION 113040 113040 REPAIRS AND MAINTENANCE 16642 14600 2042 BANK AND CREDIT CARD FE 9286 5483 3803 31721 23814 6905 1002 1431107 510196 516910 404001 1145077 310770 448252 355804 336832 734517 160707 364316 23762 30208 12079 11819 2829439 734353 504009 2095086 443804 432514 3074522 4335034 93406 101068 40444 16599 133850 117667 X 737110 1797348 2203562 2420019 2940672 4217367 3074522 4335034 X 1287985 -11290 X X 0 1 X 1 0 X 796307 731801 519774 1823670 2543126 6414678 103305 95119 49606 74804 94524 417358 899612 826920 569380 1898474 2637650 6832036 0 1179955 773281 1953236 1179955 773281 1953236 4878800 72 -205 596 1142 2581 4186 72 -205 596 1142 2581 4186 800 562 104865 31621 137848 899684 827515 570538 2004481 2671852 6974070 0.69960 0.73850 0.00060 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 445254 -2863 8344 1533 432514 467587 1450 -237 19964 3582 445254 399400 10750 77055 14203 5415 467587 367088 46277 -1337 12628 399400 242889 144995 -10518 10278 367088 0.02080 0.97920 0.00000 1 0 84085 84085 991329 579111 412218 167755 155242 12513 1586270 1586270 2095086 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 432514 432514 X 2809978 90886 90886 2719092 0 2719092 1521993 90886 90886 1431107 0 1431107 PART III, LINE 4: IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND THE PRACTICE FOLLOWED BY MANY MUSEUMS, THE MUSEUM HAS ELECTED NOT TO INCLUDE OBJECTS PURCHASED OR DONATED TO THE PERMANENT COLLECTION IN THE BALANCE SHEET. IT IS IMPRACTICAL TO DETERMINE A VALUE FOR THE PERMANENT COLLECTION, AS MANY ITEMS ARE IRREPLACEABLE. OTHER MUSEUMS OFTEN REQUEST TO BORROW PARTICULAR ITEMS FROM THE PERMANENT COLLECTION, AND THE MUSEUM IS PLEASED TO SHARE ITS COLLECTION WITH THE PUBLIC IN THIS WAY, PROVIDED ARRANGEMENTS ARE MADE TO ASSURE APPROPRIATE CARE, SECURITY, AND CONSERVATION DURING THE COURSE OF THE LOAN. A MARBLE BUST OF SUSAN B. ANTHONY IS ON PERMANENT LOAN TO THE MONROE COUNTY HALL OF JUSTICE, AND COPY OF THE TRIAL OF SUSAN B ANTHONY IS CURRENTLY ON LOAN TO THE U.S. MARSHALS MUSEUM, FORT SMITH, ARKANSAS. IN ANTICIPATION OF THE INCREASED SPACE AND IMPROVED STORAGE FACILITIES THAT WILL BE PART OF THE CAMPUS EXPANSION, THE ANTHONY MUSEUM IS NOW ACCEPTING APPROPRIATE DONATIONS OF OBJECTS, ARTIFACTS, PRINT MATERIALS, AND EPHEMERA THAT ARE WITHIN THE SCOPE OF THE MUSEUM'S COLLECTIONS POLICY. DURING THE FYE MAY 31, 2023, SEVERAL DOZEN ITEMS WERE ACCESSIONED INTO THE PERMANENT COLLECTION. HERE IS A LISTING OF SOME OF THE MOST REMARKABLE ITEMS: - A BRONZE BUST OF SUSAN B. ANTHONY, BY NOTED PUERTO RICAN SCULPTOR, JOSE GUILLERMETY, ORIGINALLY COMMISSIONED BY DIANA PHILIPS, AND DONATED BY HER; - THE MARK AND PATTY WEIDNER COLLECTION, INCLUDING SEVERAL DOZEN ITEMS DEEMED APPROPRIATE TO THE PERMANENT COLLECTION. MARK WIEDNER WAS A LIFELONG FRIEND OF GRACE ANTHONY, A NIECE OF SUSAN B. ANTHONY. SOME ITEMS OF PARTICULAR VALUE AND SIGNIFICANCE: - A PLASTER MOCKETTE (STATUE) OF A SEATED SUSAN B. ANTHONY, SIGNED BY SCULPTOR BESSIE POTTER VONNOH (1872-1955), WHOSE WORKS CAN BE VIEWED IN CENTRAL PARK, THE METROPOLITAN MUSEUM IN NEW YORK CITY, AND OTHER NOTED ART MUSEUMS. THE "LIFE AND WORK OF SUSAN B. ANTHONY" CONFIRMS THAT ANTHONY AND EMILY GROSS SAT FOR BESSIE POTTER IN 1895. THIS MOCKETTE MAY BE FROM THAT SITTING. - A GUESTBOOK, WHICH WAS AT 17 MADISON STREET FROM 1904-1907. IT INCLUDES SIGNATURES AND COMMENTS FROM NOTABLE VISITORS, INCLUDING MARY CHURCH TERRELL, WALTER RAUSCHENBUSH, HESTER JEFFREY, AND MANY OTHERS. BECAUSE MANY VISITORS INCLUDED THEIR DATE OF BIRTH AND/OR ADDRESS, THIS WILL BE AN EXCELLENT RESEARCH TOOL TO CONNECT THOSE WHO VISITED THE ANTHONY SISTERS WITH THEIR HISTORICAL CONTEXT. AFTER THE ANTHONY SISTERS' DIED, THE GUESTBOOK WAS IN THE POSSESSION OF NIECE LUCY E. ANTHONY AND HER LIFE PARTNER, REV. ANNA HOWARD SHAW, AT THEIR HOME IN MOYLAND, PA, AND GUESTS THERE ALSO SIGNED THE BOOK. THERE ARE OVER 400 SIGNATURES ON 94 PAGES. - THREE SLATE CHALKBOARDS WITH SIGNATURES AND COMMENTS CREDITED TO JAMES MOTT AND MRS. PARKER PILLSBURY. - A NUMBER OF PRINTED VOLUMES (PUBLISHED BOOKS), IN GOOD CONDITION. THESE VOLUMES ARE NOT ESPECIALLY RARE IN THEMSELVES, BUT THEY ARE HISTORICALLY SIGNIFICANT BECAUSE OF THE PENCILED COMMENTARY THAT GRACE ANTHONY ENTERED IN THE MARGINS, PROVIDING THE READER WITH A CRITIQUE FROM THE PERSPECTIVE OF A RELATIVE WHO WITNESSED MANY EVENTS FIRST-HAND. THE MUSEUM PERIODICALLY INVESTS IN RESTORATION OF THE SUSAN B. ANTHONY HOUSE, ITS NATIONAL HISTORIC LANDMARK, WITH RESTRICTED GRANTS AND CONTRIBUTIONS. CUMULATIVE COSTS ASSOCIATED WITH RESTORATION, INCLUDING ARCHITECTURAL PLANNING, THE PHYSICAL RESTORATION WORK, AND FURNISHINGS, HAVE AMOUNTED TO OVER $1 MILLION AS OF MAY 31, 2023 AND 2022. THESE IMPROVEMENTS ARE NOT REFLECTED ON THE BALANCE SHEET, AS THEY ARE NOT CAPITALIZED, AS NOTED ABOVE. NO ITEMS WERE DEACCESSIONED DURING THE YEARS ENDING MAY 31, 2023 OR 2022. PART V, LINE 4: THE PERMANENT ENDOWMENT WAS ESTABLISHED FOR THE UPKEEP OF GARDENS AND GROUNDS, CONSERVATION AND CARE OF THE COLLECTION AND GENERAL OPERATIONS. THE BOARD DESIGNATED FUNDS WERE ESTABLISHED FOR GENERAL OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE COULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH ASC 740-15-50, THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE ORGANIZATION IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECORDED TAX BENEFITS HAS BEEN INCLUDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE EXEMPT ORGANIZATION'S INFORMATIONAL RETURNS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES, NET WITH FUNDRAISING REVENUE 64,614. COST OF GOODS, MUSEUM STORE 26,272. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES, NET WITH FUNDRAISING REVENUE 64,614. COST OF GOODS, MUSEUM STORE 26,272. X X X X X X X 0 BRENT D GLASS LLC 1921 SUNDERLAND PL NW WASHINGTON DC 20036 SOLICITATION AND PROSPECT RESEARCH 0 2243932 110000 2133932 2243932 110000 2133932 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY BIRTHDAY 127234 62620 64614 42930 1107 593 19984 127234 62620 64614 42930 1107 593 19984 64614 0 X 15 X SOFTWARE LICENSES 1 15000 FMV X ADVERTISING & PROMOTION 2 15000 FMV X 80 BOXES OF CHOCOLATES 1 3000 FMV 0 1 0 PART I, LINE 33: IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND THE PRACTICE FOLLOWED BY MANY MUSEUMS, THE MUSEUM HAS ELECTED NOT TO INCLUDE OBJECTS PURCHASED OR DONATED TO THE PERMANENT COLLECTION IN THE BALANCE SHEET. IT IS IMPRACTICAL TO DETERMINE A VALUE FOR THE PERMANENT COLLECTION, AS MANY ITEMS ARE IRREPLACEABLE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL RECEIVE A DRAFT COPY OF THE 990 FOR THEIR REVIEW AND ALLOW FOR A PERIOD OF QUESTIONS OR COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENSURES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING THE FOLLOWING: 1. THE TRUSTEE/OFFICER HAS DISCLOSED IN GOOD FAITH THE CONFLICT TO THE BOARD/COMMITTEE CONSIDERING TRANSACTION/CONTRACT, 2. THE TRUSTEE/OFFICER MAY BE PRESENT AT THE PORTION OF THE BOARD/COMMITTEE MTG DURING WHICH THE TRANSACTION/CONTRACT IS AUTHORIZED BY AN AFFIRMATIVE VOTE BY A MAJORITY OF THE DISINTERESTED TRUSTEES IN ATTENDANCE. THE TRUSTEE/OFFICER MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD/COMMITTEE. THIS POLICY IS MONITORED AS THE ORGANIZATION ENTERS INTO TRANSACTIONS/CONTRACTS. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S PRESIDENT & CEO INCLUDES A REVIEW OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND PREVIOUS AND CURRENT FORM 990 CAN BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, THE PUBLIC MAY OBTAIN THE MOST RECENT 990 FROM WWW.GUIDESTAR.ORG (MAY REQUIRE REGISTRATION). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND OTHER POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST BY CONTACTING THE PRESIDENT & CEO C/O SUSAN B. ANTHONY HOUSE ADMINISTRATIVE OFFICES. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION -11,290. FORM 990, PART XII, LINE 2C: NO CHANGE IN AUDIT OVERSIGHT OR SELECTION IN THE CURRENT YEAR.