2025-08-14T09:05:42-05:00 2024-12-31 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2024-01-01 160800368 Geneva Historical Society GENE 3157895151 543 S Main Street Geneva NY 14456 Heather Teets Treasurer 3157895151 2025-08-04 1 1 Daniel O'Dea P01418512 5852322956 2025-07-22 2024 2025-03-06 01:10:19Z Historic Geneva Heather Teets 543 S Main Street Geneva NY 14456 2450172 0 X historicgeneva.org X 1957 NY Historic Geneva (Geneva Historical Society) shares and preserves Geneva's stories through crafted educational experiences that engage the community and visitors with its diverse history. 15 15 15 56 0 0 330584 337574 53820 57399 808327 749495 28446 29068 1221177 1173536 0 0 0 0 331470 346987 0 0 47553 308761 368379 640231 715366 580946 458170 15285505 16403736 3432 2041 15282073 16401695 Historic Geneva (Geneva Historical Society) shares and preserves Geneva's stories through crafted educational experiences that engage the community and visitors with its diverse history. 0 0 445004 86939 The Geneva Historical Society maintains three historic house museums (Geneva History Museum, Rose Hill Mansion and Johnston House) which welcomed 3,602 visitors in 2024. The Historical Society also held 37 educational programs in which 3,799 individuals participated in person or virtually. 445004 1 1 0 0 0 0 0 1 0 1 1 0 0 0 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 1 0 0 0 1 0 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X The Organization 3157895151 543 S Main Street Geneva NY 14456 Heather Teets Treasurer 1.00 X X 0 0 0 Spike Herzig President 1.00 X X 0 0 0 Windsor Wade Trustee (thru 8/24), Vice President 1.00 X X 0 0 0 Melanie Sage Vice President (thru 2/24), Trustee 0.50 X 0 0 0 Michael Collins Trustee 0.50 X 0 0 0 Judy Campbell Trustee 0.50 X 0 0 0 Joyce Toher Trustee 0.50 X 0 0 0 Eileen Broyles Trustee 0.50 X 0 0 0 Max Whelan Trustee 0.50 X 0 0 0 Susie Flick Trustee (thru 6/24) 0.50 X 0 0 0 Colleen Purbeck Trustee (thru 6/24) 0.50 X 0 0 0 Frank Capozzi Trustee (beg. 7/24) 0.50 X 0 0 0 Nicole Pilet Trustee (beg. 7/24) 0.50 X 0 0 0 Marilu Segura Trustee (beg. 8/24) 0.50 X 0 0 0 Dick Buck Ex Officio Trustee 0.50 X 0 0 0 John Brennan Ex Officio Trustee 0.50 X 0 0 0 Josephine Perry Immediate Past President 1.00 X X 0 0 0 Kerry Lippincott Executive Director 40.00 X 55785 0 20593 55785 0 20593 0 0 0 0 0 5134 247056 47500 37884 337574 Membership Dues 900099 28993 28993 Historical Exhibits & Education 900099 28406 28406 57399 463845 463845 1556577 1212039 58888 344538 -58888 285650 285650 0 5134 472 -472 -472 17749 5237 12512 12512 Other Revenue 900099 17028 17028 17028 1173536 86939 0 749023 76378 25460 25459 25459 231383 157658 68023 5702 4374 2624 1312 438 3846 3846 31006 18603 9302 3101 19135 94 13055 5986 16396 11477 3184 1735 37732 27102 8712 1918 181683 109601 71926 156 81669 73502 8167 31764 15037 13669 3058 715366 445004 222809 47553 1820266 871827 147062 143470 9066 3073515 901494 1079261 2172021 12238916 13207352 15285505 16403736 373 455 500 0 2559 1586 3432 2041 X 3760313 3832156 11521760 12569539 15282073 16401695 15285505 16403736 458170 726088 -64636 0 X 0 1 X 1 0 X 351431 342998 365628 330584 337574 1728215 351431 342998 365628 330584 337574 1728215 914139 814076 341094 352126 411903 473568 463845 2042536 2390 9697 28628 19342 17028 77085 3847836 293514 0.21160 0.21360 X The Geneva Historical Society is a leading cultural institution in Geneva, New York. Founded in 1883, the Historical Society received a provisional charter from the New York Department of Education in 1905 and a permanent charter in 1957. It operates three museums: the Geneva History Museum (which serves as the Historical Society's headquarters), Rose Hill Mansion, and Johnston House. In 2024, 9,409 people toured the Geneva History Museum or Rose Hill Mansion and attended programs in person or virtually. An additional 83,426 people experienced the Historical Society virtually through its website and social media. The Historical Society has over 300 members and receives public support not only from donations but from the local business community, local government bodies, state agencies, and other 501(c)(3) entities.The Historical Society maintains a continuous and bona fide program for soliciting funds from the community. The membership program has been restructured. Instead of annual membership renewal, two support campaigns are held each year. Individuals, businesses, and organizations can give to one campaign or both. Anyone who contributes to a support campaign will be considered a member of the Historical Society. There are multiple fixed levels of support ranging from $15 to $500. In addition, there is an option for people to choose their own donation amount or give monthly. Throughout the year the Historical Society seeks new supporters from the community and visitors to its museums. Along with the support campaigns the Historical Society's other fundraising activities in 2024 were an online auction, three bus trips, a special off-site event, and a Christmas arts and crafts sale. Every year the Historical Society applies for grants through local governments, state agencies, and other 501(c)(3) entities. Support for operating costs and programming initiatives in 2024 came from the following organizations: City and Town of Geneva, Delavan Foundation, ESL Charitable Foundation, JM McDonald Foundation, New York State Council for the Arts, and Wyckoff Family Foundation. Summary of Public Support in 2024 - Grant Funding was $78,119; Support Campaigns was $28,993; Fundraising Activities was $11,134; and Gifts and Donations was $1,265.The Historical Society is governed by a board of trustees, which represents the broad interests of the community. The board consists of nine elected trustees, four officers, and two ex officio trustees. The board meets monthly to review financial reports and hear committee reports. Except for the Executive and Audit committees, non-trustees can and do serve on committees. It is important to note that the Historical Society's principal benefactor, John A. Hutchins, was not represented on the Board, nor has any related person of Mr. Hutchins served on the Board. Mr. Hutchins, who died in 2012, left an $8 million bequest to the Historical Society for an endowment to support Rose Hill Mansion, the childhood home of his grandmother. The Historical Society received the bequest in 2013. Mr. Hutchins' father, Waldo Hutchins Jr, had contributed the funds for the Historical Society's acquisition of Rose Hill in 1965, and established an endowment for it in 1975. The two Hutchins Rose Hill endowments amount to approximately 81% of the Historical Society's $23 million total endowment funds at 2024-year end.The Historical Society provides services for the direct benefit of the public through collections, programs, exhibits, and online content, all of which are designed to appeal to broad and diverse audiences. The Historical Society's collections range from pre-historic Native artifacts to contemporary items. Currently the entire collection consists of approximately 5,700 three-dimensional objects, 3,400 costumes and textiles, 1,000 cubic feet of archival materials and over 20,000 photographs. The William Walker Collection consists of American furniture and decorative arts from the 18th and 19th centuries. The objects displayed within the Geneva History Museum, Rose Hill Mansion and Johnston House include 18th and 19th century furnishings and artwork. A large collection of drain tiles is at the Johnston House. A portion of the archival collection is available online through New York Heritage. A research room is open to the public. Research requests are also taken over the phone, on social media, and through email. 257 research requests were received in 2024. Throughout the year the Historical Society offers a variety of programs designed to appeal to people of all ages. In 2024, 42 programs and 38 outreach activities were held, in which 3,701 individuals participated in person or virtually. 2,106 students also participated in school programs. The Geneva History Museum hosts two to three new exhibits each year in its three galleries. Rose Hill hosts one to two exhibits each year. In addition to the long-term exhibit Geneva's Changing Landscapes other exhibits in 2024 were Lift Every Voice: Geneva Black Community Since 1966, Comet Finder: Dr. William R. Brooks, One House, Many People: Workers at Rose Hill, and The Good Death: Illness and Death in the 19th Century.The Historical Society also publishes a quarterly newsletter, maintains a website with a variety of content, and manages Facebook and Instagram pages. Schedule A, Part II, Line 10, Explanation of Other Income: Other Revenue Special Events Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 20163332 2672678 559245 22276765 18183882 2475155 495705 20163332 21039311 1000000 -3399178 456251 18183882 18772418 2683937 417044 21039311 18648742 537346 413670 18772418 0.04839 0.87788 0.07373 0 1 1 199216 199216 2854933 894225 1960708 19366 7269 12097 2172021 Funds Held for Others 1586 1586 Part III, Line 1a: All collection items purchased by or donated to the Historical Society are reported as current expenditures, as required by New York State Board of Regents regulations. Any gain or loss from collection deaccessions, extraordinary expenditures associated with conservation of the collections, and the costs for acquiring new items are shown as operating activities. The Historical Society's policies and New York Board of Regents requirements for chartered museums and historical societies require that proceeds from the sale of deaccessioned items be restricted in a separate fund, to be used only for the acquisition, preservation, protection, or care of collections, and prohibits the proceeds from being used for operating expenses or any purposes other than the acquisition, preservation, protection, or care of collections. The Historical Society does segregate the proceeds of deaccessions and they are used consistently with these requirements. Part III, Line 4: The Historical Society's entire collection consists of approximately 7,000 three-dimensional objects, 2,000 costumes and textiles, 1,300 cubic feet of archival materials and 50,000 photographs. The William Walker Collection is a collection of American furniture and decorative arts from the 18th and 19th centuries. The objects displayed within three historic houses also include 18th and 19th century furnishings and artwork, and a large collection of drain tiles at the Johnston House. The Historical Society achieves its mission by collecting, preserving and exhibiting artifacts which provides a visible and tangible link to Geneva's history. Archival materials and photographs are also available to researchers. Part V, Line 4: The general endowment was established to provide funds in perpetuity for general operating needs of the Historical Society. The William A. Walker Memorial Trust is a fund to support the Geneva Historical Society Walker Collection. The Rose Hill endowments are restricted to providing funds for the operation of Rose Hill Mansion. Form 990, Part VI, Section B, line 11b The Audit Committee reviews drafts of the Form 990. Once completed, the Form 990 will be made available electronically to the entire board. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy is administered and implemented by the Audit Committee. Each trustee and full time employee is required to annually submit a conflict of interest disclosure form. The Executive Director and President jointly monitor proposed business transactions which may have the potential for conflicts of interest and the chair of the Audit Committee is notified if a potential conflict is found. Any trustee or full time employee who believes he or she may have a potential conflict must immediately contact the chair of the Audit Committee. The chair of the Audit Committee determines whether a conflict of interest exists. When a proposed transaction involves a conflict, the conflicted trustee/employee is advised and is required to submit an updated disclosure form. A trustee who has a conflict of interest does not participate in board or committee considerations or determinations on the matter. Form 990, Part VI, Section B, line 15a According to the Historical Society's Personnel Policy, salaries and hourly wages must be approved by the Finance Committee on the recommendation of the Director and Executive Committee. Pay raises will be given on the basis of length of service and merit. Salaries and hourly wages, for the next calendar year, will be reviewed and determined in November of each year and included in the budget to be approved by the Board of Trustees. Form 990, Part VI, Section C, line 19 Governing documents, financial statements, board minutes, and other information are made available upon request. Geneva Historical Society Rose Hill Endowment Fund C/O the Organization Geneva NY 14456 166232173 Maintain a fund to support the Geneva Historical Society Rose Hill Mansion IL 501(c)(3) Line 12a, I Geneva Historical Society 0 Geneva Historical Society Endowment C/O the Organization Geneva NY 14456 166233397 Maintain a fund for the benefit of Geneva Historical Society IL 501(c)(3) Line 12a, I Geneva Historical Society 0 William A Walker Memorial Trust C/O the Organization Geneva NY 14456 166236058 Maintain a fund to support the Geneva Historical Society Walker Collection IL 501(c)(3) Line 12a, I Geneva Historical Society 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0