2026-03-27T13:44:08-05:00 2025-05-31 333303535 EFPR ADVISORY LLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990 2024-06-01 237098699 THE SUSAN B ANTHONY HOUSE SUSA 5852797490 17 MADISON STREET ROCHESTER NY 14608 ALLISON HINMAN PRESIDENT & CEO 5852797490 2026-03-27 1 1 CHRISTOPHER JOHNSTON P00896198 5854278900 2026-03-27 2024 2025-03-06 01:10:19Z NATIONAL SUSAN B ANTHONY MUSEUM & HOUSE ALLISON HINMAN 17 MADISON STREET ROCHESTER NY 14608 1470022 0 X WWW.SUSANB.ORG X 1946 NY WE MAINTAIN AND SHARE SUSAN B. ANTHONY'S NATIONAL HISTORIC LANDMARK, HISTORIC PROPERTIES, AND COLLECTIONS. WE PROMOTE HISTORICAL SCHOLARSHIP. WE WELCOME GUESTS TO PROGRAMS AND EXHIBITS RELATED TO HER LIFE, WORK, AND INFLUENCE. BY INTERPRETING HOW AND WHY SUSAN B. ANTHONY CHANGED THE WORLD, WE INSPIRE CHANGE-MAKING.OUR VISION IS TO INSPIRE OUR LOCAL, NATIONAL, AND GLOBAL COMMUNITIES WITH THE LIFE AND WORK OF SUSAN B. ANTHONY. LIKE HER, WE BELIEVE THAT HUMANITY, JUSTICE, AND LIBERTY ARE CENTRAL TO A COMMUNITY OF, BY, AND FOR ALL PEOPLE. 14 13 26 131 0 0 1107337 1150936 105085 141234 1859 7753 51008 60066 1265289 1359989 0 0 0 0 597912 607478 120000 110926 403688 423866 440966 1141778 1159370 123511 200619 4463931 4665567 93208 69680 4370723 4595887 X WE MAINTAIN AND SHARE SUSAN B. ANTHONY'S NATIONAL HISTORIC LANDMARK, HISTORIC PROPERTIES, AND COLLECTIONS. WE PROMOTE HISTORICAL SCHOLARSHIP. WE WELCOME GUESTS TO PROGRAMS AND EXHIBITS RELATED TO HER LIFE, WORK, AND INFLUENCE. BY INTERPRETING HOW AND WHY SUSAN B. ANTHONY CHANGED THE WORLD, WE INSPIRE CHANGE-MAKING.OUR VISION IS TO INSPIRE OUR LOCAL, NATIONAL, AND GLOBAL COMMUNITIES WITH THE LIFE AND WORK OF SUSAN B. ANTHONY. LIKE HER, WE BELIEVE THAT HUMANITY, JUSTICE, AND LIBERTY ARE CENTRAL TO A COMMUNITY OF, BY, AND FOR ALL PEOPLE. 0 0 433124 180328 EDUCATION AND INSPIRATION. THE ANTHONY MUSEUM CAMPUS, INCLUDING THE NATIONAL HISTORIC LANDMARK SUSAN B. ANTHONY HOUSE THREE OTHER PROPERTIES, WAS OPEN YEAR 'ROUND, SIX DAYS PER WEEK, FOR TOURS AND PROGRAMS FOR THE PUBLIC. TO ACCOMMODATE THE DEMAND FOR SCHOOL FIELD TRIPS (K-12), THE MUSEUM EXPANDED ITS DAILY HOURS BY 30% IN THE FALL AND SPRING. "SIGN SPEAK" WAS INTRODUCED AS AN OPTION FOR ALL TOURS. THIS APP USES AI TO TRANSLATE SPOKEN ENGLISH INTO ASL AND ASL INTO TEXT, AND IS AVAILABLE FOR VISITORS WHENEVER THE MUSEUM IS OPEN. (THE MUSEUM CONTINUES TO PROVIDE LIVE ASL INTERPRETERS WHEN REQUESTED IN ADVANCE.) THE THEME FOR THE YEAR, "WOMAN MUST HAVE A PURSE OF HER OWN" WAS LAUNCHED AT THE SUSAN B. ANTHONY BIRTHDAY CELEBRATION IN FEBRUARY, WITH FEATURED KEY NOTE SPEAKER LORI VAN DUSEN, AWARD-WINNING FOUNDER OF LVW ADVISORS AND WALL STREET JOURNAL BEST-SELLING AUTHOR. THE THEME, A QUOTE FROM SUSAN B. ANTHONY'S DIARY, SPEAKS TO HER COMMITMENT TO FINANCIAL INDEPENDENCE AND PAY EQUITY FOR ALL. THE MONTHLY GUEST LECTURE SERIES CONTINUED, FEATURING SCHOLARS FROM AROUND THE COUNTRY SPEAKING ON TOPICS RELATED TO HISTORY OR ONGOING WORK FOR HUMAN RIGHTS. 70469 20972 PRESERVING AND SHARING OUR COLLECTION. THE ANTHONY MUSEUM IS PLEASED TO SHARE ITS COLLECTION WITH OTHER MUSEUMS AND ORGANIZATIONS. THE U.S. MARSHALS MUSEUM IN FORT SMITH ARKANSAS, EXTENDED THEIR LOAN OF AN ORIGINAL COPY OF THE TRIAL OF SUSAN B. ANTHONY FOR ANOTHER YEAR. THE MARBLE BUST OF SUSAN B. ANTHONY BY LUELLA VARNEY THAT HAS BEEN ON LOAN TO THE MONROE COUNTY HALL OF JUSTICE WAS CLEANED AND CONSERVED AT THE EXPENSE OF THE BORROWER, AND RELOCATED TO A PLACE OF HONOR OUTSIDE THE NEWLY DESIGNATED, "SUSAN B. ANTHONY COURTROOM," BRINGING JUSTICES, LAWYERS, AND DIGNITARIES FROM ACROSS THE STATE FOR THE CELEBRATION. A SMALL PLASTER SCULPTURE FROM THE 1890'S OF A SEATED SUSAN B. ANTHONY, SIGNED BY RENOWNED SCULPTOR BESSIE POTTER VONNOH, WAS RESTORED AND CONSERVED THROUGH THE BANK OF AMERICA ART CONSERVATION PROJECT, AN INTERNATIONAL INITIATIVE. SUSAN B. ANTHONY'S CRYSTAL INKWELL TRAVELED WITH THE PRESIDENT & CEO TO CHICAGO, IL, SACRAMENTO, CA, AND LOUISVILLE, KY, FOR INTERPRETIVE EVENTS. 53914 SPECIAL INITIATIVES. THE ANTHONY MUSEUM REGULARLY PARTNERS WITH OTHER ORGANIZATIONS IN THE ARTS AND CULTURE SECTOR TO EXPAND OUR AUDIENCE REACH AND IMPACT. WE WERE INVITED BY "EMPOWERED WITH MEG RYAN," TO BE FEATURED AS A SYNDICATED PBS SHORT PROGRAM WHICH WILL BE AIRED THROUGH DECEMBER 2026. WITH THE NORTHERN CALIFORNIA WOMEN'S CAUCUS FOR ART (NCWCA), WE CO-SPONSORED A PANEL AND JURIED ART EXHIBIT AT THE ARC GALLERY IN SAN FRANCISCO RELATED TO THE EQUAL RIGHTS AMENDMENT CALLED "ACCESS: AN ORDINARY NOTION." LOCALLY, WE OFFERED TWO LECTURES FOR CORNHILL NAVIGATION ABOUT THE INTERSECTION OF WOMEN'S HISTORY, THE ERIE CANAL, AND THE GENESEE RIVER. WE PRESENTED LECTURES OFF-SITE FOR HISTORICAL ASSOCIATIONS AND LIBRARIES ABOUT SUSAN B. ANTHONY'S LIFE AT HOME, ABOLITION, AND HER CONNECTIONS TO OTHER PROMINENT HISTORIC FIGURES. IN ITS FIRST YEAR AS AN EARLY VOTING SITE, THE MUSEUM WELCOMED 6,250 VOTERS. THE MUSEUM CONTINUES TO FUNDRAISE FOR A CAMPUS EXPANSION WHICH FEATURES A NEW BUILDING WITHIN WALKING DISTANCE OF THE CURRENT CAMPUS. THE MUSEUM'S VISITOR CAPACITY WILL INCREASE BY 600%, FROM 35PPL/HOUR TO MORE THAN 210PPL/HOUR. THE NEW EXHIBIT AREAS WILL BE IMMERSIVE, EXPERIENTIAL, AND SELF-GUIDED. PROPERTY HAS BEEN ACQUIRED, AND OVER $16.5 MILLION HAS BEEN RAISED TOWARD THE GOAL OF $25 MILLION. FINAL CONSTRUCTION DOCUMENTS ARE IN PROCESS. GROUNDBREAKING WILL BEGIN AS SOON AS FUNDS HAVE BEEN RAISED. 557507 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 10 0 1 26 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 ALLISON HINMAN 5852797490 17 MADISON STREET ROCHESTER NY 14608 DEBORAH HUGHES PRESIDENT & CEO 55.00 X X 84968 0 8250 CRAIG ZICARI CHAIR 2.00 X X 0 0 0 SHEILA BAYNES VICE CHAIR 2.00 X X 0 0 0 TAMAR CARROLL SECRETARY 2.00 X X 0 0 0 CATHY SPERRICK TREASURER 2.00 X X 0 0 0 HEIDI GREGORY 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 MONA ISLER BOARD MEMBER 2.00 X 0 0 0 KATHLEEN PRINGLE 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 IRIS ZIMMERMANN BOARD MEMBER 2.00 X 0 0 0 KITTY VAN BORTEL BOARD MEMBER 2.00 X 0 0 0 84968 0 8250 0 0 0 0 BRENT D GLASS LLC 1921 SUNDERLAND PLACE NW WASHINGTON DC 20036 PROFESSIONAL FUNDRAISER 110926 1 81019 97845 120183 851889 54741 1150936 ADMISSIONS 900099 103419 103419 EDUCATIONAL PROGRAMS 900099 37815 37815 141234 7753 7753 69515 97845 69515 0 79612 40518 39094 39094 OTHER INCOME 900099 20972 20972 20972 1359989 201300 0 7753 93218 57273 12407 23538 444865 273042 59381 112442 10345 4847 1198 4300 17420 9667 1340 6413 41630 25819 5395 10416 110926 110926 71644 6774 64870 31347 25827 5520 5665 2093 3572 61927 40105 12158 9664 24434 18789 5645 3520 2328 1192 443 443 32156 24065 8091 21600 16326 5274 CAMPUS EXPANSION 118677 118677 BAD DEBT EXPENSE 14774 14774 BANK AND CREDIT CARD FE 11827 9432 2395 REPAIRS AND MAINTENANCE 9972 9762 210 32980 31358 1022 600 1159370 557507 198175 403688 102815 272918 197959 557961 1259458 715118 45806 74663 26835 20923 9057 7568 3322571 793059 2359642 2529512 462359 486904 4463931 4665567 93208 69680 93208 69680 X 2221849 2396746 2148874 2199141 4370723 4595887 4463931 4665567 X 200619 24545 X X 0 1 X 1 0 X 519774 1823670 2543126 1107337 1175426 7169333 49606 74804 94524 105085 141234 465253 569380 1898474 2637650 1212422 1316660 7634586 20975 38980 59955 0 20975 38980 59955 7574631 596 1142 2581 1859 7753 13931 596 1142 2581 1859 7753 13931 562 104865 31621 23686 20972 181706 570538 2004481 2671852 1237967 1345385 7830223 0.96740 0.71000 0.00180 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 462359 5888 45113 21670 4786 486904 432514 57308 22972 4491 462359 443804 1296 8343 4243 432514 446053 55253 -33956 19964 3582 443804 311953 42944 109509 14203 4150 446053 0.11768 0.88232 1 0 84060 84060 1073357 628714 444643 182514 164345 18169 1982640 1982640 2529512 ASSETS HELD BY COMMUNITY FOUNDATION 486904 486904 X 1470022 110033 110033 1359989 0 1359989 1254629 110033 110033 1144596 14774 14774 1159370 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. THE LOAN OF A COPY OF THE TRIAL OF SUSAN B. ANTHONY TO THE U.S. MARSHALS MUSEUM, FORT SMITH, ARKANSAS, WAS RENEWED AND EXTENDED DURING THIS FISCAL YEAR. THE MARBLE BUST OF SUSAN B. ANTHONY--HAS BEEN ON LOAN TO THE MONROE COUNTY HALL OF JUSTICE FOR MORE THAN TWO DECADES--WAS CLEANED AND CONSERVED AT THE EXPENSE OF THE BORROWER. IT WAS THEN RELOCATED AT THE HALL OF JUSTICE TO A PLACE OF HONOR OUTSIDE THE COURTROOM THAT WAS BEING DEDICATED IN SUSAN B. ANTHONY'S HONOR. THE DEDICATION AND UNVEILING ON MARCH 25, 2025, DREW PARTICIPANTS AND DIGNITARIES FROM ACROSS THE STATE. THE SMALL PLASTER STATUE OF SUSAN B. ANTHONY (SIGNED BY SCULPTOR BESSIE POTTER VONNOH AND DATED IN THE 1890'S) RECEIVED CONSERVATION TREATMENT AT WEST LAKE ART CONSERVATION CENTER. THE TREATMENT WAS POSSIBLE DUE TO A GRANT FROM THE BANK OF AMERICA ART CONSERVATION PROJECT, AN INTERNATIONAL INITIATIVE. A PRESS CONFERENCE WAS HELD AT THE MUSEUM ON FEBRUARY 15, 2025, TO RECOGNIZE THE SIGNIFICANCE OF THE SCULPTURE. NO ITEMS WERE DEACCESSIONED DURING THE YEARS ENDING MAY 31, 2025 OR 2024. 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 740-10-50, 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 69,515. COST OF GOODS, MUSEUM STORE 40,518. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES, NET WITH FUNDRAISING REVENUE 69,515. COST OF GOODS, MUSEUM STORE 40,518. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 14,774. X X X X X X X 1 BRENT D GLASS LLC 1921 SUNDERLAND PL NW WASHINGTON DC 20036 SUSAN B INSPIRES ME! CAMPAIGN (CAMPUS EXPANSION) 0 451412 110926 340486 451412 110926 340486 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 167360 97845 69515 44127 1470 23918 167360 97845 69515 44127 1470 23918 69515 0 X 2 24490 FAIR MARKET VALUE X SOFTWARE LICENSES 1 15000 FMV X ADVERTISING & PROMOTION 2 11500 FMV X 80 BOXES OF CHOCOLATES 1 3000 FMV X MAINTENANCE & REPAIRS 1 751 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 24,545. FORM 990, PART XII, LINE 2C: NO CHANGE IN AUDIT OVERSIGHT OR SELECTION IN THE CURRENT YEAR.