2024-11-14T18:42:52-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-01-01 236434365 ORGAN HISTORICAL SOCIETY ORGA 4844887473 330 NORTH SPRING MILL ROAD VILLANOVA PA 19085 W EDWARD MCCALL CHIEF EXECUTIVE OFFICER 4844887473 2024-11-13 1 1 WILLIAM A LOUGHERY P01603932 2156433900 2024-11-13 2023 2024-10-15 13:58:12Z W EDWARD MCCALL 330 NORTH SPRING MILL ROAD VILLANOVA PA 19085 2075064 0 X HTTPS://ORGANHISTORICALSOCIETY.ORG/ X 1961 PA CELEBRATE, PRESERVE & STUDY THE PIPE ORGAN IN AMERICA THROUGH RESEARCH, EDUCATION, ADVOCACY & MUSIC 7 7 5 54 17082 0 254880 661405 291406 245377 93102 -5307 53726 46574 693114 948049 0 0 0 0 311020 322406 0 0 34152 545280 563166 856300 885572 -163186 62477 6241064 6287995 191813 77545 6049251 6210450 X THE ORGAN HISTORICAL SOCIETY (OHS) CELEBRATES, PRESERVES, AND STUDIES THE PIPE ORGAN IN AMERICA IN ALL ITS HISTORIC STYLES THROUGH RESEARCH, EDUCATION, ADVOCACY, AND MUSIC. 0 0 174037 0 126106 THE TRACKER, THE SOCIETY'S QUARTERLY JOURNAL, ALONG WITH OTHER ONLINE AND PRINT PUBLICATIONS, PROVIDE MEMBERS WITH INFORMATION ON CURRENT EVENTS AND ARTICLES OF INTEREST IN THE HISTORIC ORGAN FIELD. THE PUBLICATIONS ARE AVAILABLE TO ALL MEMBERS AND ATTENDEES OF THE ANNUAL CONVENTION. 75197 0 0 CONSIDERED THE CROWN JEWEL OF THE SOCIETY, THE LIBRARY AND ARCHIVES OF THE ORGAN HISTORICAL SOCIETY IS NOW HOUSED AT THE NATIONAL HEADQUARTERS IN VILLANOVA, PA WITH AUXILIARY MATERIAL KEPT IN AN ENVIRONMENTALLY SOUND WAREHOUSE NEARBY. PROUDLY, THE OHS MAINTAINS A PERMANENT COLLECTION OF MORE THAN 15,000 BOOKS, PERIODICALS, AND DOCUMENTS RELATING TO ORGAN BUILDING AND PRESERVATION. THESE MATERIALS COMPRISE THE LARGEST ORGAN RESEARCH COLLECTION IN THE WORLD. 354932 0 139711 COVID-19 CONTINUED TO PLAY A DETERMINING FACTOR IN THE ACTIVITIES OF THE ORGAN HISTORICAL SOCIETY. ALTHOUGH WE WERE NOT ABLE TO HOLD AN IN-PERSON CONVENTION, WE DID MANAGE A NUMBER OF ONLINE EVENTS THAT WERE MET WITH WIDE ACCLAIM. MOST NOTABLY WAS THE FIVE-PART SERIES KALEIDOSCOPE OF COLORS, A VIDEO PRESENTATION ON YOUTUBE THAT HAS GARNERED OVER 5,000 VIEWS. THE SERIES FEATURED FIFTEEN INSTRUMENTS OF VARIOUS SIZES, DATES OF CONSTRUCTION, AND LOCATIONS ACROSS THE COUNTRY. ANOTHER YOUTUBE SENSATION WAS THE PRODUCTION OF A BIGGS SCHOLARS VIDEO RECITAL PRESENTING THREE YOUNG PERFORMERS ON INSTRUMENTS FROM THREE DIFFERENT REGIONS IN THE USA. (CONTINUED ON SCHEDULE O.)WHILE PUBLICATIONS SUCH AS THE TRACKER AND OUR ONLINE NEWSLETTER OH!, CONTINUED APACE, THE MEMBERSHIP COMMITTEE DEVELOPED AND PREPARED TO LAUNCH A NEW SCHOLARSHIP INITIATIVE. WE ALSO USED VIDEO TECHNOLOGY TO SHOWCASE THE COLLECTIONS IN THE OHS LIBRARY AND ARCHIVES WITH A HALF-DOZEN EPISODES OF OHSLA TODAY, CURRENTLY AVAILABLE ON THE OHS WEBSITE AND ON YOUTUBE. 604166 1 1 0 0 0 0 0 1 0 1 1 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 0 0 0 0 0 0 0 0 0 0 0 1 3 0 5 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 1 0 0 PA X THE ORGANIZATION 4844887473 330 NORTH SPRING MILL ROAD VILLANOVA PA 19085 MICHAEL QUIMBY CHAIR 2.00 X X 0 0 0 MARIE RUBIS BAUER DIRECTOR 1.00 X 0 0 0 WILLIAM CZELUSNIAK DIRECTOR 1.00 X 0 0 0 JEFFREY DEXTER DIRECTOR 1.00 X 0 0 0 ANDREW FORREST DIRECTOR 1.00 X 0 0 0 JAN FULFORD DIRECTOR 1.00 X 0 0 0 CHRISTA RAKICH DIRECTOR 1.00 X 0 0 0 W EDWARD MCCALL CHIEF EXECUTIVE OFFICER 40.00 X 100000 0 12716 PATRICK J SUMMERS TREASURER 10.00 X 0 0 0 100000 0 12716 0 0 0 0 0 41524 619881 661405 MEMBERSHIP DUES 900099 126106 126106 CONVENTIONS 900099 119271 119271 245377 45424 45424 1053797 1104528 -50731 -50731 -50731 42927 22487 20440 20440 ADVERTISING 541800 17082 17082 STORAGE AND OTHER 900099 9052 9052 26134 948049 265817 17082 3745 121703 81541 34077 6085 172719 115720 48363 8636 5077 3402 1421 254 22907 15348 6414 1145 3920 713 3154 53 10605 1929 8532 144 11613 11613 45870 8342 36906 622 376 376 59507 39870 16662 2975 10442 6996 2924 522 11483 7694 3215 574 2665 1786 746 133 109236 109236 150780 101023 42218 7539 6881 4610 1927 344 PUBLICATION EXPENSES 102520 68688 28706 5126 MEMBERSHIP EXPENSES 1625 1625 ARCHIVE EXPENSES 565 565 35078 35078 885572 604166 247254 34152 46303 21186 161966 282449 10066 6413 80050 80050 14264 14266 3030524 973359 2205548 2057165 1530521 1843632 2192346 1982834 6241064 6287995 37804 34287 104255 43258 49754 0 191813 77545 X 2173511 2373030 3875740 3837420 6049251 6210450 6241064 6287995 62477 241618 -209512 66616 0 X 0 0 0 X 209795 268763 713461 254880 661405 2108304 308376 192668 241279 341312 288304 1371939 518171 461431 954740 596192 949709 3480243 7455 194625 487094 8802 369605 1067581 0 7455 194625 487094 8802 369605 1067581 2412662 61963 54956 36846 37459 45424 236648 61963 54956 36846 37459 45424 236648 631 2813 9291 20943 9052 42730 580765 519200 1000877 654594 1004185 3759621 0.64170 0.67740 0.06290 0.09970 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 631. 2020 AMOUNT: $ 2,813. 2021 AMOUNT: $ 9,291. 2022 AMOUNT: $ 20,943. 2023 AMOUNT: $ 9,052. OHS PRESS SUBSCRIPTION - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1045872 309512 130348 52095 1330630 1387883 100000 -164426 68073 1045872 1446934 1361 31791 92203 1387883 1583770 54354 90435 281625 1446934 1531879 13848 104498 66455 1583770 0.23310 0.07880 0.68810 0 0 2628637 854296 1774341 401887 119063 282824 2057165 CONTRIBUTED USE OF FACILITY 1982834 1982834 PART III, LINE 4: SEE THE DESCRIPTION OF THE PROGRAM ACTIVITY DESCRIBED IN FORM 990, PART III, LINE 4B. PART V, LINE 4: THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 OHS HAS TWO CLASSES OF VOTING MEMBERS WITH NO DIFFERENCE IN VOTING RIGHTS. GENERAL MEMBERSHIP IS OPEN TO ALL PERSONS. HONORARY MEMBERS ARE THOSE INDIVIDUALS WHO HAVE MADE A DISTINGUISHED CONTRIBUTION TO THE FURTHERANCE OF THE PURPOSES OF OHS AND ARE NOMINATED BY FIVE GENERAL MEMBERS AND APPROVED BY BOTH THE BOARD OF DIRECTORS AND BY THE GENERAL MEMBERS OF OHS AT AN ANNUAL MEETING. HONORARY MEMBERS ARE NOT REQUIRED TO PAY DUES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THREE OF THE SEVEN MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENT OF THE BYLAWS AND DISSOLUTION OF THE ORGANIZATION REQUIRE APPROVAL BY TWO-THIRDS OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WHICH HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT COPY OF THE FORM 990 WAS PROVIDED FOR REVIEW COMMENTS TO THE CHIEF EXECUTIVE OFFICER, THE TREASURER, AND ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. ANY QUESTIONS WERE DISCUSSED AND CHANGES MADE AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A W. EDWARD MCCALL WAS HIRED AS THE CHIEF EXECUTIVE DIRECTOR IN THE SUMMER OF 2018. HIS COMPENSATION WAS DETERMINED BY THE NATIONAL COUNCIL BASED ON PRIOR EXECUTIVE DIRECTOR COMPENSATION, COST OF LIVING INCREASE, AND COMPARISON FOR SIMILAR POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS WITH SIMILAR INTERESTS. THE COMPENSATION WAS NOTED IN THE NATIONALLY PUBLISHED CALL FOR APPLICANTS. THREE FINALISTS WERE INTERVIEWED BY A COMMITTEE OF FIVE MEMBERS OF THE ORGANIZATION. THE NATIONAL COUNCIL MADE THE FINAL DECISION ON THE INDIVIDUAL HIRED BASED ON THE REPORT OF THE INTERVIEW COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON OHS' WEBSITE. OHS DOES NOT HAVE A CONFLICT OF INTEREST POLICY AT THIS TIME. FINANCIAL INFORMATION IS PRESENTED AT ANNUAL MEETINGS AND MAY BE MADE DIRECTLY AVAILABLE UPON REQUEST.