2025-01-31T07:52:41-06:00 2024-05-31 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990 2023-06-01 237098699 THE SUSAN B ANTHONY HOUSE SUSA 5852797490 17 MADISON STREET ROCHESTER NY 14608 DEBORAH L HUGHES PRESIDENT & CEO 5852797490 2025-01-15 1 1 CHRISTOPHER JOHNSTON P00896198 5854278900 2025-01-15 2023 2025-03-06 01:10:19Z NATIONAL SUSAN B ANTHONY MUSEUM & HOUSE DEBORAH L HUGHES 17 MADISON STREET ROCHESTER NY 14608 1388316 0 X WWW.SUSANB.ORG X 1946 NY THE NATIONAL SUSAN B. ANTHONY MUSEUM & HOUSE INTERPRETS THE GREAT REFORMER'S VISION AND STORY, PRESERVES AND SHARES HER NATIONAL HISTORIC LANDMARK HOME AND HEADQUARTERS, COLLECTS AND EXHIBITS ARTIFACTS RELATED TO HER LIFE AND WORK, AND OFFERS TOURS AND INTERPRETIVE PROGRAMS TO INSPIRE AND CHALLENGE INDIVIDUALS TO MAKE A POSITIVE DIFFERENCE. INSPIRING OTHERS THROUGH SUSAN B. ANTHONY'S LIFE AND WORK IS OUR PURPOSE AND PASSION. 14 13 25 134 0 0 2556552 1107337 94524 105085 2581 1859 65435 51008 2719092 1265289 0 0 0 0 568437 597912 110000 120000 383672 752670 423866 1431107 1141778 1287985 123511 4335034 4463931 117667 93208 4217367 4370723 X THE NATIONAL SUSAN B. ANTHONY MUSEUM & HOUSE INTERPRETS THE GREAT REFORMER'S VISION AND STORY, PRESERVES AND SHARES HER NATIONAL HISTORIC LANDMARK HOME AND HEADQUARTERS, COLLECTS AND EXHIBITS ARTIFACTS RELATED TO HER LIFE AND WORK, AND OFFERS TOURS AND INTERPRETIVE PROGRAMS TO INSPIRE AND CHALLENGE INDIVIDUALS TO MAKE A POSITIVE DIFFERENCE. INSPIRING OTHERS THROUGH SUSAN B. ANTHONY'S LIFE AND WORK IS OUR PURPOSE AND PASSION. 0 0 424268 132407 EDUCATION AND INSPIRATION. THE ANTHONY MUSEUM HAS MOVED INTO FULL RECOVERY FROM THE PANDEMIC, AND IS EXPERIENCING CONSISTENT AUDIENCE GROWTH IN ONSITE ATTENDANCE. SCHOOL PROGRAMS SAW A 25% INCREASE IN YEAR-OVER-YEAR PARTICIPATION, REACHING AN ALL-TIME HIGH BY ADDING ADDITIONAL EARLY OPENING HOURS IN THE SPRING AND FALL. AN EXPANSION OF THE INTERPRETIVE STAFF ALLOWS ADVANCED ONLINE SCHEDULING FOR VISITORS, AND ASSURES A FULL SCHEDULE OF TOURS EVERY DAY THE MUSEUM IS OPEN. THE THEME FOR THE YEAR, "GET ON BOARD!" WAS LAUNCHED AT THE SUSAN B. ANTHONY BIRTHDAY CELEBRATION IN FEBRUARY, WITH CULTURAL HISTORIAN CANDACY TAYLOR AS THE FEATURED KEYNOTE. THE RAILROAD THEME IS INSPIRED BY SUSAN B ANTHONY'S DECADES OF CROSS-COUNTRY TRAVEL, AND IS REFLECTED IN THE DESIGN OF THE PROPOSED VISITOR CENTER. 60720 23686 PRESERVING AND SHARING OUR COLLECTION. THE ANTHONY MUSEUM IS PREPARING TO EXPAND ITS COLLABORATION WITH AREA UNIVERSITIES SIGNIFICANTLY AFTER THE CAMPUS EXPANSION. THE PLANNED CAMPUS EXPANSION INCLUDES A COLLECTIONS WING WITH MUSEUM-QUALITY STORAGE, FIRE PROTECTION, AND SECURITY AND ENVIRONMENTAL CONTROLS. ALSO PLANNED ARE AREAS FOR CONSERVATION OF OBJECTS, DIGITIZATION, AND RESEARCH. THROUGH INTERNSHIPS AND JOINT PROJECTS, THE MUSEUM WILL BE ABLE TO PROCESS AND SHARE ITS PERMANENT COLLECTION MORE EFFECTIVELY. THIS YEAR, SEVERAL INTERNSHIPS WERE SPONSORED IN COLLABORATION WITH UNIVERSITY MUSEUM STUDIES PROGRAMS, IN PREPARATION FOR THE EVENTUAL MOVE. AN ASSESSMENT OF THE SHELVING AND CONTAINER NEEDS FOR THE NEW SPACE HAS BEEN COMPLETED, AND PLANNING FOR NEW SHELVING AND HOUSING OF OBJECTS CONTINUES. A SCULPTURE OF ANTHONY CREATED BY BESSIE POTTER VONNOH IS BEING RESTORED. 67953 TELLING THE BROADER STORY. THE MUSEUM COMPLETED EXTERIOR AND SITE PLANS FOR THE NEW BUILDING AND CAMPUS EXPANSION. THESE PLANS HAVE BEEN APPROVED BY THE CITY, ALLOWING FOR A SPECIAL USE PERMIT. AN ALCOVE AND "BACK DOOR" WERE ADDED TO THE CARRIAGE HOUSE. THIS ADDITIONAL POINT OF EGRESS ENHANCED ACCESSIBILITY AND ALLOWED THE MUSEUM TO BECOME AN EARLY VOTING SITE IN CALENDAR YEAR 2024. IN NEW YORK, ANY REGISTERED VOTER IN THE COUNTY MAY VOTE AT ANY EARLY VOTING SITE, ALLOWING THOUSANDS OF RESIDENTS THE PRIVILEGE OF VOTING AT THIS HISTORIC LOCATION. ROCHESTER WAS A "TOTALITY" SITE FOR THE 2024 SOLAR ECLIPSE IN APRIL, AND THE ANTHONY MUSEUM HOSTED A PUBLIC WATCH PARTY IN SUSAN B. ANTHONY PARK, PROVIDING COMPLIMENTARY SAFETY GLASSES AND BACKGROUND MUSIC. RESIDENTS, BUSINESS OWNERS, AND THE GENERAL PUBLIC FROM NEAR AND FAR ATTENDED, THOUGH THE SKY WAS CLOUDED OVER. THE MUSEUM CONTINUES TO FUNDRAISE FOR THE CAMPUS EXPANSION, WITH $7 MILLION NEEDED TO MATCH THE NY GOVERNMENT FUNDING AND AN ADDITIONAL $2.4 MILLION TO REACH THE OVERALL GOAL OF $25 MILLION. THE MUCH-ANTICIPATED CAMPUS EXPANSION WILL INCREASE THE MUSEUM'S CAPACITY FROM 35PPL/HOUR TO OVER 200PPL/HOUR, DRAMATICALLY EXPANDING THE MUSEUM'S REACH AND IMPACT. THE NEW EXHIBIT AREA WILL BE IMMERSIVE, EXPERIENTIAL, AND SELF-GUIDED. ONCE THE NEXT $7 MILLION IS RAISED, IT IS ESTIMATED THAT CONSTRUCTION CAN BEGIN IN 30 WEEKS, WITH 15-24 MONTHS OF CONSTRUCTION BEFORE COMPLETION. 552941 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 12 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 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 85527 0 8250 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 SHEILA BAYNES BOARD MEMBER 2.00 X 0 0 0 KENNETH FREDERICK BOARD MEMBER 2.00 X 0 0 0 BAYE MUHAMMAD BOARD MEMBER 2.00 X 0 0 0 CATHY SPERRICK BOARD MEMBER 2.00 X 0 0 0 KITTY VAN BORTEL BOARD MEMBER 2.00 X 0 0 0 85527 0 8250 0 0 0 0 SWBR 387 E MAIN STREET ROCHESTER NY 14604 DESIGN & ENGINEERING SERVICES 152295 BRENT D GLASS LLC 1921 SUNDERLAND PLACE NW WASHINGTON DC 20036 PROFESSIONAL FUNDRAISER 120000 2 81090 60612 543216 422419 29918 1107337 ADMISSIONS 900099 76771 76771 EDUCATIONAL PROGRAMS 900099 28314 28314 105085 1859 1859 78763 60612 78763 0 71586 44264 27322 27322 OTHER INCOME 900099 23686 23686 23686 1265289 156093 0 1859 93777 58442 13307 22028 432486 269554 61345 101587 9813 4556 1494 3763 21035 14473 1551 5011 40801 24957 6133 9711 120000 120000 83788 15978 67810 26012 19284 6728 4530 1900 2630 57375 34981 11171 11223 25061 20659 4402 3955 3657 298 371 371 29936 23801 6135 11577 8062 3515 CAMPUS EXPANSION 101074 101074 BAD DEBT EXPENSE 20469 20469 REPAIRS AND MAINTENANCE 12857 11529 1328 PRINTING AND PUBLICATIO 10474 9933 541 36387 31175 2963 2249 1141778 552941 205165 383672 310770 102815 355804 197959 734517 1259458 364316 45806 30208 26835 11819 9057 3123931 764289 2095086 2359642 432514 462359 4335034 4463931 101068 93208 16599 117667 93208 X 1797348 2221849 2420019 2148874 4217367 4370723 4335034 4463931 X 123511 29845 X X 0 1 X 1 0 X 731801 519774 1823670 2543126 1107337 6725708 95119 49606 74804 94524 105085 419138 826920 569380 1898474 2637650 1212422 7144846 0 1179955 773281 1953236 1179955 773281 1953236 5191610 -205 596 1142 2581 1859 5973 -205 596 1142 2581 1859 5973 800 562 104865 31621 23686 161534 827515 570538 2004481 2671852 1237967 7312353 0.71000 0.69960 0.00080 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 432514 59935 22972 7118 462359 445254 -2863 8344 1533 432514 467587 1450 -237 19964 3582 445254 399400 10750 77055 14203 5415 467587 367088 46277 -1337 12628 399400 0.00000 1.00000 0.00000 1 0 84085 84085 991329 602887 388442 180852 161402 19450 1867665 1867665 2359642 ASSETS HELD BY COMMUNITY FOUNDATION 462359 462359 X 1388316 123027 123027 1265289 0 1265289 1244336 123027 123027 1121309 20469 20469 1141778 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 A 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, 2024, A SIGNIFICANT ITEM, A SMALL PLASTER STATUE OF A SEATED SUSAN B ANTHONY SIGNED BY ARTIST BESSIE POTTER VONNOH, WAS SENT TO WESTLAKE CONSERVATORS TO BE RESTORED. THIS SCULPTURE BY THE RENOWNED ARTIST HAD NOT PREVIOUSLY BEEN INCLUDED IN HER CATALOGUE OF WORKS; IT MAY BE A NEW DISCOVERY FOR THE ART WORLD. THAT SUSAN B. ANTHONY SAT FOR THE ARTIST IN THE 1890'S IS WELL-DOCUMENTED. 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, 2024 AND 2023. 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, 2024 OR 2023. 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 78,763. COST OF GOODS, MUSEUM STORE 44,264. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES, NET WITH FUNDRAISING REVENUE 78,763. COST OF GOODS, MUSEUM STORE 44,264. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 20,469. X X X X X X X 1 BRENT D GLASS LLC 1921 SUNDERLAND PL NW WASHINGTON DC 20036 SOLICITATION AND PROSPECT RESEARCH 0 271672 120000 151672 271672 120000 151672 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 139375 60612 78763 46597 1722 4469 25975 139375 60612 78763 46597 1722 4469 25975 78763 0 X 1 X SOFTWARE LICENSES 1 15000 FMV X ADVERTISING & PROMOTION 2 11918 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 ASSETS HELD BY COMMUNITY FOUNDATION 29,845. FORM 990, PART XII, LINE 2C: NO CHANGE IN AUDIT OVERSIGHT OR SELECTION IN THE CURRENT YEAR.