2026-06-03T12:56:58-05:00 2025-12-31 161092347 MENGEL METZGER BARR & CO LLP 370 WOODCLIFF DRIVE SUITE 2A FAIRPORT NY 14450 990 2025-01-01 237089093 SONNENBERG GARDENS AND MANSION- STATE HISTORIC PARK SONN 5853944922 250 GIBSON STREET CANANDAIGUA NY 14424 DAVID HUTCHINGS EXECUTIVE DIRECTOR 5853944922 2026-06-01 1 KURT BUTTON P01546007 5854231860 2026-06-02 2025 2025-03-06 01:10:19Z DAVID HUTCHINGS 250 GIBSON STREET CANANDAIGUA NY 14424 1343216 0 X WWW.SONNENBERG.ORG X 1972 NY THE ORGANIZATION'S MISSION IS THE PRESERVATION AND EXHIBITION OF THE HISTORICAL VICTORIAN ESTATE AND GARDENS OF SONNENBERG. SONNENBERG GARDENS OFFERS A RESTORATIVE PARK EXPERIENCE. IT PROVIDES A SUSTAINABLE PREMIERE DESTINATION FOR VISITORS OF ALL AGES. WE SEEK THOSE WHO SHARE AN INTEREST IN HORTICULTURE, THE ENVIRONMENT, AND PRESERVATION AS PART OF A HISTORIC AND CULTURAL ENCOUNTER. SONNENBERG GARDENS AND MANSION - STATE HISTORIC PARK WILL INSPIRE VISITORS THROUGH FREDRICK FERRIS AND MARY CLARK THOMPSON'S LOVE STORY. 13 12 19 172 0 0 287853 476526 600683 586595 192610 163367 74653 68912 1155799 1295400 0 0 0 0 497071 532635 0 0 59669 668031 703335 1165102 1235970 -9303 59430 4580518 4713098 250514 233577 4330004 4479521 SONNENBERG GARDENS AND MANSION PRESERVES THE LIVING COLLECTION OF NINE HISTORIC GARDENS AND INTERPRETS, AND PROMOTES THE LIFE, TIMES, AND LEGACY OF CANANDAIGUA'S THOMPSON FAMILY ESTATE. 0 0 817224 635207 SONNENBERG GARDENS AND MANSION PRESERVES THE LIVING COLLECTION OF NINE HISTORIC GARDENS AND INTERPRETS AND PROMOTES THE LIFE, TIMES, AND LEGACY OF CANANDAIGUA'S THOMPSON FAMILY ESTATE. THIS 50 ACRE ESTATE, INCLUDING 20 HISTORIC BUILDINGS AND THE DISTRICT HOUSE OF THE THOMPSON FAMILY IS ONE OF THE FEW REMAINING IN THE UNITED STATES DISTINCTIVE FOR EXTRAORDINARY COLLECTIONS OF PERIOD ARCHITECTURE, STATUARY, FORMAL GARDENS, FOUNTAINS AND UNIQUE GARDEN STRUCTURES. OVER 35,000 PEOPLE ATTEND EACH YEAR, SONNENBERG GARDENS IS THE FORMER SUMMER HOME AND CREATION OF FREDERICK FERRIS AND MARY CLARK THOMPSON. PARK ATTENDANCE AND MEMBERSHIP ARE THE LARGEST REVENUE SOURCES. 817224 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 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 1 19 0 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5853944922 250 GIBSON STREET CANANDAIGUA NY 14424 DAVID HUTCHINGS EXECUTIVE DIRECTOR 50.00 X X 109414 0 23150 MICHAEL RUSINKO TREASURER 2.50 X X 0 0 0 CANDICE SMITH BOARD MEMBER - RESIGNED DURING YEAR 1.50 X 0 0 0 KATHERINE PARSONS CO-CHAIR 2.50 X X 0 0 0 PAUL HARVEY BOARD MEMBER 1.50 X 0 0 0 JAY DUTCHER BOARD MEMBER 1.50 X 0 0 0 JOSEPH MAJEWSKI SECRETARY 2.50 X X 0 0 0 ELLEN POLIMENI BOARD MEMBER 1.50 X 0 0 0 GREG GULLO CO-CHAIR 2.50 X X 0 0 0 GEHRIG LOHRMANN BOARD MEMBER - RESIGNED DURING YEAR 1.50 X 0 0 0 ERIC MULTER BOARD MEMBER 1.50 X 0 0 0 ROBERT BENNETT BOARD MEMBER 1.50 X 0 0 0 DEBRA MARTIN BOARD MEMBER 1.50 X 0 0 0 MARK SHEPPARD BOARD MEMBER - JOINED DURING YEAR 1.50 X 0 0 0 SUSAN KROBUSEK BOARD MEMBER - JOINED DURING YEAR 1.50 X 0 0 0 109414 0 23150 1 0 0 0 0 36143 440383 4555 476526 GENERAL ADMISSIONS 900099 263191 263191 GARDEN SEASON ACTIVITI 900099 198741 198741 OTHER PROGRAMS AND SPO 900099 80453 80453 MEMBERSHIP DUES 900099 44210 44210 586595 163367 163367 20300 0 20300 20300 20300 96428 47816 48612 48612 1295400 635207 0 183667 132564 76887 42420 13257 351605 203931 112514 35160 4936 2863 1580 493 7691 4460 2461 770 35839 20787 11468 3584 15259 15259 10074 10074 47892 25918 21633 341 66351 60637 2230 3484 103986 70224 31805 1957 6233 3740 1870 623 128178 115360 12818 3994 1997 1997 26554 6638 19916 83109 27702 55407 GARDEN ENHANCEMENT PROJ 117015 117015 EQUIPMENT RENTAL 67492 67492 REPAIRS AND MAINTENANCE 21432 5807 15625 MINOR EQUIPMENT AND HIS 5766 5766 1235970 817224 359077 59669 228555 260969 3415411 3558285 94924 28164 4000 0 20977 16806 29189 15614 288063 199093 98529 88970 622186 713512 66747 30778 4580518 4713098 64021 59052 107200 132859 79293 41666 250514 233577 X 4077972 4087234 252032 392287 4330004 4479521 4580518 4713098 59430 90087 0 X X 0 1 X 1 0 X 990830 356662 3765950 287853 476526 5877821 556065 674863 606435 700716 683023 3221102 1546895 1031525 4372385 988569 1159549 9098923 2590 3375 2274 3350 13255 24844 3005487 3005487 2590 3375 3007761 3350 13255 3030331 6068592 39889 44448 83456 221986 183667 573446 39889 44448 83456 221986 183667 573446 1586784 1075973 4455841 1210555 1343216 9672369 0.62740 0.63490 0.05930 0.04540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 622186 100145 8819 713512 576351 53019 7184 622186 508270 73468 5387 576351 589213 -75864 5079 508270 525497 69320 5604 589213 0.80266 0.09469 0.10266 1 0 288063 199093 88970 88970 LEASE LIABILITY 41666 41666 X 1399413 90087 24000 114087 1285326 10074 10074 1295400 1249896 24000 24000 1225896 10074 10074 1235970 PART III, LINE 1A: COLLECTIONS INCLUDE CERTAIN ITEMS ON EXHIBIT THROUGHOUT THE MANSION OR ITEMS HELD WITH PROVENANCE TO THE F.F. THOMPSON FAMILY. THE COLLECTIONS, WHICH WERE ACQUIRED EITHER THROUGH PURCHASE OR DONATION SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE RESTRICTED FOR THE PURCHASE OR MAINTENANCE OF COLLECTION ITEMS AS REQUIRED BY LAW AND WHEN APPLICABLE ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: SONNENBERG SHALL COLLECT ONLY ARTIFACTS, PHOTOGRAPHS AND ARCHIVAL MATERIALS THAT ARE IMPORTANT TO THE EXHIBITIONS, RESEARCH PROJECTS OR EDUCATIONAL PROGRAMS RELATED TO THE HISTORY OF THE SITE. THESE SHALL INCLUDE MATERIALS ORIGINAL TO THE MANSION AND/OR THE GARDENS AND MATERIALS OWNED, MADE OR USED BY THOSE WHO LIVED OR WORKED AT THE SITE. THESE MAY ALSO INCLUDE MATERIALS NOT ORIGINAL TO OR DIRECTLY ASSOCIATED WITH THE SITE THAT COULD SERVE TO FACILITATE INTERPRETATION OF SOME ASPECT OF SONNENBERG'S HISTORY. PART V, LINE 4: PERMANENTLY RESTRICTED CONTRIBUTIONS OBTAINED TO CREATE INCOME WHICH IS TO BE USED FOR OPERATIONS RESERVE FUND TO DATE. PART X, LINE 2: SONNENBERG GARDENS IS ORGANIZED AS A NONPROFIT CHARITY AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. THE ORGANIZATION FILES TAX RETURNS IN VARIOUS JURISDICTIONS AND IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY SINCE THE BOARD MAKES ALL FINAL DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD, REVIEWED FOR ACCURACY, AND FILED UPON APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE ASKED TO COMPLETE A STATEMENT AT THE FIRST MEETING OF THE YEAR STATING WHAT, IF ANY CONFLICTS OF INTEREST HAVE ARISEN. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR AND STAFF COMPENSATION PACKAGES ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD FOR INITIAL APPROVAL AND ARE THEN SUBMITTED TO THE FULL BOARD FOR DISCUSSION AND A FINAL VOTE. ALSO, FOR THE PAST SEVERAL YEARS THE PRESIDENT OF THE BOARD HAS DELEGATED TO CHERYL ADAS THE REVIEW OF FULL-TIME STAFF. THE PRESIDENT AND VICE-PRESIDENT HAVE REVIEWED THE EXECUTIVE DIRECTOR'S PERFORMANCE. THEY REVIEW COMPENSATION LEVELS FOR COMPARABLE ORGANIZATIONS' FORM 990, PART VI, SECTION B, LINE 15B. THERE ARE NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 TO THE EXTENT PRACTICABLE, THE ORGANIZATION MAKES ACCESSIBLE TO THE PUBLIC UPON REQUEST, DOCUMENTATION PERTAINING TO ITS MISSION, CURRENT ACTIVITIES, MOST RECENT FINANCIAL REPORTS, CURRENT YEAR BUDGET AND ITS MOST RECENT INDEPENDENT AUDIT REPORT (UNLESS EXEMPT UNDER POL 87 FROM THE REFORM ACT.). THE BY-LAWS OF THE ORGANIZATION ARE A PUBLIC NEW YORK DOCUMENT. FORM 990, PART XII, LINE 2C THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.