2025-11-17T10:34:22-06:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 160954168 MARGARET WOODBURY STRONG MUSEUM MARG 5852632700 ONE MANHATTAN SQUARE ROCHESTER NY 14607 TRUDY QUARTLEY SVP OF FINANCE AND FACILITIES 5852632700 2025-11-14 1 1 JEFFREY PAILLE P01378272 5853811000 2025-11-10 2024 2025-03-06 01:10:19Z THE STRONG STEVE M DUBNIK ONE MANHATTAN SQUARE ROCHESTER NY 14607 26009174 0 X WWW.MUSEUMOFPLAY.ORG X 1968 NY AS AN EDUCATIONAL INSTITUTION FOCUSED ON AMERICAN CULTURAL HISTORY, STRONG MUSEUM EXPLORES PLAY IN ORDER TO ENCOURAGE LEARNING, CREATIVITY, AND DISCOVERY. THE MUSEUM ACCOMPLISHES THIS THROUGH EXHIBITIONS, PROGRAMS, PUBLICATIONS, AND OTHER ACTVITIES THAT ENGAGE, ENTERTAIN AND ENLIGHTEN DIVERSE AUDIENCES, ESPECIALLY FAMILIES, CHILDREN, AND EDUCATORS. 32 31 339 6 82317 0 32202003 13791459 8357424 9457605 828836 775337 128628 184294 41516891 24208695 0 20250 0 0 9852484 10693820 110000 35000 1032964 13111538 13621619 23074022 24370689 18442869 -161994 251281672 248291605 69709508 57019937 181572164 191271668 X AS AN EDUCATIONAL INSTITUTION FOCUSED ON AMERICAN CULTURAL HISTORY, THE STRONG EXPLORES PLAY IN ORDER TO ENCOURAGE LEARNING, CREATIVITY, AND DISCOVERY. THE MUSEUM ACCOMPLISHES THIS THROUGH EXHIBITIONS, PROGRAMS, PUBLICATIONS, AND OTHER ACTVITIES THAT ENGAGE, ENTERTAIN AND ENLIGHTEN DIVERSE AUDIENCES, ESPECIALLY FAMILIES, CHILDREN, AND EDUCATORS. 0 0 11908640 8660774 EXHIBITS AND EDUCATION - AS AN EDUCATIONAL INSTITUTION FOCUSED ON AMERICAN CULTURAL HISTORY, THE STRONG EXPLORES PLAY IN ORDER TO ENCOURAGE LEARNING, CREATIVITY, AND DISCOVERY. THE MUSEUM ACCOMPLISHES THIS THROUGH EXHIBITIONS, PROGRAMS, AND OTHER ACTIVITIES THAT ENGAGE, ENTERTAIN, AND ENLIGHTEN DIVERSE AUDIENCES, ESPECIALLY FAMILIES, CHILDREN, AND EDUCATORS. (693,808 SERVED) 3984484 20250 49626 CURATORIAL AND COLLECTIONS- TO SUPPORT THE MISSION, THE MUSEUM COLLECTS, PRESERVES, AND RESEARCHES OBJECTS, MANUSCRIPTS, AND OTHER MATERIALS THAT REFLECT AND DOCUMENT THE IMPORTANCE OF PLAY, PARTICULARLY AS IT REFLECTS AND ILLUMINATES THE AMERICAN EXPERIENCE AND WITH SPECIAL EMPHASIS ON TOYS AND OTHER ARTIFACTS RELATED TO PLAY. (693,808 SERVED) 5266816 1031440 GUEST AND MEMBERSHIP SERVICES- TO SUPPORT THE MISSION, THE MUSEUM PLACES GREAT EMPHASIS ON GUEST SERVICES AND THE WAY IN WHICH GUESTS ARE HOSTED AND GUIDED DURING THEIR VISIT. THE MUSEUM CONSIDERS GUEST SERVICES TO BE A CRITICAL COMPONENT OF THE VISITORS' EXPERIENCE WHICH ENHANCES THEIR ABILITY TO LEARN, CREATE AND DISCOVER. (693,808 SERVED) 21159940 1 1 0 1 0 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 78 0 1 339 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 0 0 X 32 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X TRUDY QUARTLEY SVP FOR FINANCE AND FACILITIES 5852632700 ONE MANHATTAN SQUARE ROCHESTER NY 14607 KARTHIK BALA TRUSTEE 1.00 X 0 0 0 KENNETH GLAZER VICE CHAIR 1.00 X X 0 0 0 NAN HILDEBRANDT SECRETARY 1.00 X X 0 0 0 REENA MEHTA TRUSTEE 1.00 X 0 0 0 HILDA ROSARIO ESCHER TRUSTEE 1.00 X 0 0 0 DAWN WILLIAMS-FULLER TRUSTEE 1.00 X 0 0 0 BONNIE ERICKSON TRUSTEE 1.00 X 0 0 0 WAYDE HARRISON TRUSTEE 1.00 X 0 0 0 TOM KALINSKE TRUSTEE 1.00 X 0 0 0 BENJAMIN MUDRICK TRUSTEE 1.00 X 0 0 0 RACHEL DEGUZMAN TRUSTEE 1.00 X 0 0 0 MICHAEL J CICERO ASSISTANT TREASURER 1.00 X X 0 0 0 CARLA ENGELBRECHT EDD TRUSTEE 1.00 X 0 0 0 DAVID J BURNS TRUSTEE 1.00 X 0 0 0 BERNARD BIRNBAUM CHAIR 1.00 X X 0 0 0 CECILIA GRIFFIN GOLDEN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 AARON C NEWMAN TRUSTEE 1.00 X 0 0 0 LAURA SAXBY LYNCH TRUSTEE 1.00 X 0 0 0 ALEX DELMONTE TRUSTEE 1.00 X 0 0 0 JOY RYEN PLOTNIK ESQ TRUSTEE 1.00 X 0 0 0 ERIKA J DUTHIERS TRUSTEE 1.00 X 0 0 0 MEE F WING TRUSTEE 1.00 X 0 0 0 MARTIN JARZEBOWSKI TRUSTEE 1.00 X 0 0 0 DEBORAH STENDARDI TRUSTEE 1.00 X 0 0 0 JOEL FRATER TRUSTEE 1.00 X 0 0 0 ZEKE DUDA TREASURER 1.00 X X 0 0 0 STEVE M DUBNIK PRESIDENT/CEO 37.50 X X 377597 0 39568 PETER BRIGGS TRUSTEE 1.00 X 0 0 0 IRINA BENOIT TRUSTEE 1.00 X 0 0 0 DEBORAH BRUNDAGE TRUSTEE 1.00 X 0 0 0 LEO OLEBE TRUSTEE 1.00 X 0 0 0 KYLE SAYERS TRUSTEE 1.00 X 0 0 0 TRUDY QUARTLEY SVP FOR FINANCE & FACILITIES 37.50 X 197568 0 22194 SARA POE SVP FOR MARKETING & GUEST EXPERIENCES 37.50 X 164562 0 12770 JON-PAUL DYSON SVP FOR EXHIBITS & INTERPRETIVE RESOURCES 37.50 X 158498 0 28716 LISA FEINSTEIN SVP FOR STRATEGIC PARTNERSHIPS 37.50 X 202624 0 19607 CHRIS BENSCH VP OF COLLECTIONS & CHIEF CURATOR 37.50 X 143727 0 17392 LAURIE PHELPS VP FOR GUEST SERVICES & SECURITY 37.50 X 140437 0 27277 1385013 0 167524 9 0 1 0 0 3033783 468212 436395 9853069 180379 13791459 ADMISSIONS 900099 6937559 6937559 AMUSEMENTS 713990 927076 927076 PARKING 812930 796831 714514 82317 EDUCATIONAL 611710 383583 383583 412556 412556 9457605 705186 705186 1681232 1611081 70151 70151 70151 7140 468212 189398 -182258 -182258 RETAIL OPERATIONS 459900 316926 316926 DEACCESSION OF COLLECTION ITEMS 611710 49626 49626 366552 24208695 9741840 82317 593079 20250 20250 618497 618497 8173693 6919763 602888 651042 502104 413453 54882 33769 746825 614967 81631 50227 652701 537461 71343 43897 17743 17743 70750 70750 35000 35000 448881 245999 169393 33489 1582340 1582340 382793 365149 11904 5740 318967 272380 25986 20601 1564310 1534341 26934 3035 82303 49081 10581 22641 2741327 2381684 326786 32857 5197102 5106673 53010 37419 270726 266016 2761 1949 EXHIBITS 615667 615667 0 0 COLLECTION ACQUISITIONS 197901 197901 0 0 MISCELLANEOUS 130809 36815 32696 61298 24370689 21159940 2177785 1032964 277153 75328 1860931 3925687 15305003 5687379 160690263 54356790 108772185 106333473 119807349 128409324 5259051 3860414 251281672 248291605 2208862 1729200 3040263 2998746 51413328 41645028 8913699 8009010 4133356 2637953 69709508 57019937 X 76340114 77423172 105232050 113848496 181572164 191271668 251281672 248291605 X -161994 1949800 7911698 X X 0 1 X 1 0 X 19816270 20785315 19389653 32202003 13791459 105984700 19816270 20785315 19389653 32202003 13791459 105984700 6941360 99043340 156009 237666 333676 669186 705186 2101723 108086423 0.91630 0.91700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 35000 35000 0 PART II-B, LINE 1: LEGISLATIVE AND REGULATORY REPRESENTATION IN NEW YORK STATE. X X X X 0 302610 302610 140802942 46637829 94165113 1841877 61396 1780481 5170998 2397039 2773959 12571836 5260526 7311310 106333473 PRIVATE INVESTMENT FUNDS 23130423 F BENEFICIAL INTEREST IN PERPETUAL TRUST 105278901 F 128409324 FINANCING LEASE OBLIGATION 2637953 2637953 34259591 1949800 7911698 9861498 24398093 -189398 -189398 24208695 24560087 189398 189398 24370689 0 24370689 PART III, LINE 1A: IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND COMMON MUSEUM PRACTICE, THE MUSEUM HAS NOT REFLECTED THE VALUE OF COLLECTIONS ON ITS FINANCIAL STATEMENTS. PURCHASES OF OR PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE RECORDED AS CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR THE TRANSACTION OCCURS. COLLECTION ITEMS RECEIVED AS DONATIONS ARE NOT RECORDED AS INCOME IN THE STATEMENT OF ACTIVITIES. PART III, LINE 4: THE COLLECTION CONSISTS OF OBJECTS RELATED TO PLAY AND ITS CONTEXT THROUGHOUT AMERICAN HISTORY. THESE COLLECTIONS ARE USED TO PROVIDE INSIGHTS AND EDUCATION ABOUT PLAY AND THE AMERICAN EXPERIENCE FOR THE PUBLIC, THROUGH EXHIBITS, DISPLAYS, PROGRAMMING, AND ON-LINE RESOURCES CONSISTENT WITH THE MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAP 259,354. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 7,652,344. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST INCOME FOR 990 REPORTING -189,398. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 189,398. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 2743872 0 0 0 0 0 0 2743872 0 2743872 0 0 0 1 0 0 X X X X X X 1 DON DAGLOW PO BOX 1035 SAUSALITO CA 94966 DONOR CULTIVATION AND NETWORKING 0 35825 35000 825 35825 35000 825 NY CA PLAY BALL 475352 468212 7140 0 108912 15509 4615 8000 52362 1 475352 468212 7140 108912 15509 4615 8000 52362 189398 -182258 1 FELLOWSHIP GRANTS TO INDIVIDUALS; EACH INDIVIDUALLY UNDER $5,000 17 20250 PART I, LINE 2: FELLOWSHIP RECIPIENTS ARE REQUIRED TO RESIDE OUTSIDE A 50-MILE RADIUS OF ROCHESTER AND FELLOWSHIP AWARDS ARE USED TO HELP DEFRAY TRAVEL AND LODGING COSTS RELATED TO COMING TO THE MUSEUM FOR THE PERIOD OF THE FELLOWSHIP. THE VICE PRESIDENT FOR COLLECTIONS AND FINANCE OFFICE AT THE STRONG MUSEUM MONITORS THE DISBURSEMENT OF FELLOWSHIP FUNDS TO THE INDIVIDUAL RECIPIENTS. A COMMITTEE OF THE STRONG MUSEUM'S STAFF APPLIES AN OBJECTIVE AND NONDISCRIMINATORY STANDARD TO EVALUATING THE PROJECTS PROPOSED BY FELLOWSHIP APPLICANTS. APPLICANTS ARE JUDGED ON THEIR ACADEMIC QUALIFICATIONS, THE SUBSTANCE OF THE PROJECT PROPOSAL, THE SUITABILITY OF THE PROJECT TO RESEARCH MATERIALS AVAILABLE AT THE STRONG, AND THE AVAILABILITY OF FELLOWSHIP FUNDS. X 1 0 X X X 0 0 0 0 0 0 0 0 0 STEVE M DUBNIK PRESIDENT/CEO 347597 0 30000 0 0 0 27459 0 12109 0 417165 0 0 0 LISA FEINSTEIN SVP FOR STRATEGIC PARTNERSHIPS 192624 0 10000 0 0 0 13286 0 6321 0 222231 0 0 0 TRUDY QUARTLEY SVP FOR FINANCE & FACILITIES 189568 0 8000 0 0 0 15873 0 6321 0 219762 0 0 0 JON-PAUL DYSON SVP FOR EXHIBITS & INTERPRETIVE RESO 148498 0 10000 0 0 0 12510 0 16206 0 187214 0 0 0 SARA POE SVP FOR MARKETING & GUEST EXPERIENCE 156562 0 8000 0 0 0 12525 0 245 0 177332 0 0 0 LAURIE PHELPS VP FOR GUEST SERVICES & SECURITY 130437 0 10000 0 0 0 11071 0 16206 0 167714 0 0 0 CHRIS BENSCH VP OF COLLECTIONS & CHIEF CURATOR 135727 0 8000 0 0 0 11071 0 6321 0 161119 0 0 0 PART I, LINE 1A THE MUSEUM PROVIDES A MEMBERSHIP TO THE GENESEE VALLEY CLUB FOR THE PRESIDENT/CEO. THE PRESIDENT/CEO DOCUMENTS BUSINESS USE OF THIS MEMBERSHIP TO THE MUSEUM. A COUNTY OF MONROE INDUSTRIAL DEVELOPMENT AGENCY 161005429 610752CW5 2005-04-07 30000000 MARGARET WOODBURY STRONG MUSEUM EXPANSION AND RENOVATION 0 0 0 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 2018-09-20 65000000 MARGARET WOODBURY STRONG MUSEUM PROJECT 0 0 0 A 11100000 30000000 482700 363540 29153760 2006 0 0 1 1 B 41456890 65000000 1050935 950816 62998249 2023 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 1 M&T BANK 10.000000000000 0 0 0 0 0 B 0 0 0 0 1 1 M&T BANK 10.000000000000 0 0 0 0 0 A 0 B 0 X 1 2784 ESTIMATED BLUE BOOK X 1 30513 FAIR MARKET VALUE X GOODS 209 75409 FAIR MARKET VALUE X AUCTION ITEMS 11 68683 FAIR MARKET VALUE X SERVICES 2 2990 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: THE MUSEUM ACCEPTS DONATIONS OF ITEMS FOR INCLUSION INTO ITS COLLECTION, HOWEVER, NO REVENUE IS RECORDED AS PART OF THE TRANSACTION, AS ELECTED BY THE MUSEUM. IN ADDITION, THE MUSEUM DOES NOT CAPITALIZE ANY ASSETS RELATED TO ITS COLLECTION. FORM 990, PART VI, SECTION A, LINE 2 BONNIE ERICKSON, BOARD TRUSTEE, AND WAYDE HARRISON, BOARD TRUSTEE, ARE MARRIED AND SERVE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE SENIOR VP FOR FINANCE & FACILITIES IN CONSULTATION WITH A PAID PREPARER. THE DRAFT IS REVIEWED BY THE FINANCE COMMITTEE CHAIR, AND UPON APPROVAL, THE DRAFT IS DISTRIBUTED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW ON BEHALF OF ALL TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES RESPOND TO A FORM REQUIRING ALL SUCH DISCLOSURES WHICH THE BOARD CHAIR AND MUSEUM CEO RESEARCH AND SHARE RESULTS WITH FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES OF THE SALARY OF THE MUSEUM CEO. THIS IS DOCUMENTED IN THE MINUTES OF THE MEETING IN WHICH THE APPROVAL IS GIVEN. THE SALARY OF THE SENIOR VP FOR FINANCE & FACILITIES IS DETERMINED BY THE CEO IN CONSULTATION WITH THE CHAIR OF THE FINANCE COMMITTEE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 259,354. NET CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 7,652,344. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR. ADVENTURE PLACE DEVELOPMENT LLC 75 THRUWAY PARK DRIVE WEST HENRIETTA NY 14586 834680508 REAL ESTATE DEVELOPMENT NY RELATED 0 0 0.33330 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1