Form 990 for tax year 2024
Filed by SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY.
Totals
- Total revenue
- $443,864
- Total expenses
- $347,383
- Contributions and grants received
- $387,445
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $51,219
- Other revenue
- $5,200
- Total assets, end of year
- $4,321,167
- Total liabilities, end of year
- $28,773
- Net assets or fund balances, end of year
- $4,292,394
- Program services expenses (Part IX)
- $107,705
- Management and general expenses
- $167,562
- Fundraising expenses
- $72,116
- Program service expenses (Part III)
- $107,705
Program services were 31.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$387,445
-
3 · Investment income
total $51,219 · excluded $51,219
-
11a · Other revenue: MISCELLANEOUS
total $5,200 · excluded $5,200
-
11e · Other revenue, total
$5,200
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $207,034 · program services $84,219 · management and general $56,030 · fundraising $66,785
-
10 · Payroll taxes
total $8,957 · program services $3,849 · management and general $2,025 · fundraising $3,083
-
11c · Fees: accounting
total $74,399 · management and general $74,399
-
11f · Fees: investment management
total $1,025 · management and general $1,025
-
11g · Fees: other
total $6,865 · program services $1,395 · management and general $5,470
-
13 · Office expenses
total $9,066 · management and general $7,304 · fundraising $1,762
-
14 · Information technology
total $5,220 · program services $3,850 · management and general $1,370
-
16 · Occupancy
total $2,206 · management and general $2,206
-
17 · Travel
total $4,570 · program services $2,068 · management and general $2,502
-
23 · Insurance
total $5,466 · management and general $5,466
-
24a · Other expenses: MUSEUM MAINTENANCE
total $11,725 · program services $11,725
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $5,137 · program services $599 · management and general $4,052 · fundraising $486
-
24c · Other expenses: PAYROLL PROCESSING
total $4,925 · management and general $4,925
-
24d · Other expenses: PROFESSIONAL MEMBERSHIP
total $788 · management and general $788
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $38,666 · end of year $214,306
-
2 · Savings and temporary cash investments
beginning of year $1,086,865 · end of year $860,670
-
3 · Pledges and grants receivable
beginning of year $32,053 · end of year $39,080
-
9 · Prepaid expenses and deferred charges
beginning of year $3,010 · end of year $3,803
-
10a · Land, buildings and equipment: cost or other basis
$14,743
-
10b · Land, buildings and equipment: accumulated depreciation
$14,743
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $348,852 · end of year $540,598
-
15 · Other assets
beginning of year $2,652,140 · end of year $2,662,710
-
17 · Accounts payable and accrued expenses
beginning of year $21,318 · end of year $28,773
-
27 · Net assets without donor restrictions
beginning of year $4,104,268 · end of year $4,259,894
-
28 · Net assets with donor restrictions
beginning of year $36,000 · end of year $32,500
Mission and programs · 2024
Mission
TO PRESERVE AND SHARE THE HISTORY OF U.S. FINANCIAL MARKETS AND REGULATION. THE MISSION IS ACCOMPLISHED BY GROWING AND MAKING PUBLICLY AVAILABLE OUR COLLECTION OF UNIQUE MATERIALS THROUGH OUR ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG.
Activities or mission (Part I)
SEE PART III, LINE 1.
-
THE ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG CONTAINS A RICH RESOURCE OF PRIMARY AND UNIQUE MATERIALS ON THE CREATION, GROWTH AND IMPACT OF CAPITAL MARKETS REGULATION FROM THE 20TH CENTURY TO THE PRESENT. THE VIRTUAL MUSEUM HOUSES A DIGITAL COLLECTION OF MATERIALS SELECTED FOR INCLUSION BECAUSE OF THE HISTORICAL IMPORTANCE OF THE SUBJECT MATTER. TO DATE, THE PERMANENT COLLECTION INCLUDES HUNDREDS OF ORAL HISTORIES, ROUNDTABLES AND PANEL PROGRAMS FEATURING EXPERTS FROM ALL CORNERS OF THE SECURITIES MARKETS - REGULATORY, CORPORATE, LEGISLATIVE, INVESTOR, AND ACADEMIC - WHO HAVE HAD A DIRECT AND SIGNIFICANT ROLE IN, OR IMPACT UPON, THE FUNCTIONING OF THE U.S. CAPITAL MARKETS. OTHER ITEMS IN THE MUSEUM INCLUDE LETTERS, PHOTOS, SPEECHES, PAPERS AND OTHER MATERIALS (CONTINUED ON SCHEDULE O)RELEVANT TO THE DEVELOPMENT, OVERSIGHT AND HISTORY OF THE SECURITIES MARKETS. THE MUSEUM'S COLLECTION OF MATERIALS ASSISTS RESEARCHERS AND THE PUBLIC IN UNDERSTANDING HOW THE STATUTES, REGULATIONS AND POLICIES FOR THE CAPITAL MARKETS HAVE DEVELOPED AND BEEN INTERPRETED FROM THE 1900'S TO THE PRESENT. ENTRANCE TO THE VIRTUAL MUSEUM IS FREE TO ANYONE WITH INTERNET ACCESS.
Expenses $107,705
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Susan MarkelSUSAN MARKEL
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Meredith CrossMEREDITH CROSS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lori RichardsLORI RICHARDS
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Shelley ParrattSHELLEY PARRATT
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Haima MarlierHAIMA MARLIER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey BoujoukosJEFFREY BOUJOUKOS
VP OF THE MUSEUM
- Total calculated
- $0
- Hours/week
- 1
-
Ronald LongRONALD LONG
VP OF DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
William BakerWILLIAM BAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
James BarrattJAMES BARRATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Tamara BrightwellTAMARA BRIGHTWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
James BurnsJAMES BURNS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Peter ChanPETER CHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Alan DyeALAN DYE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa FairfaxLISA FAIRFAX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
K Susan GraftonK SUSAN GRAFTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Elizabeth GrayELIZABETH GRAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Keir GumbsKEIR GUMBS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Daniel HawkeDANIEL HAWKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Consuelo HitchcockCONSUELO HITCHCOCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Aaron LipsonAARON LIPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Lona NallengaraLONA NALLENGARA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Annette NazarethANNETTE NAZARETH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kristofer SwansonKRISTOFER SWANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Erica WilliamsERICA WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kathleen GrahamKATHLEEN GRAHAM
EXECUTIVE DIRECTOR
- Total calculated
- $194,516
- From this org
- $170,000
- From related orgs
- $0
- Other
- $24,516
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,000
- Bonus
- $10,000
- Other
- $0
- Deferred
- $10,000
- Nontaxable benefits
- $14,516
- Filer's total
- $194,516
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- PERFORMANCE BASED BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 1 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202511829349301231
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