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← BRONX COUNTY HISTORICAL SOCIETY

Form 990 for tax year 2023

Filed by BRONX COUNTY HISTORICAL SOCIETY.

Totals

Total revenue
$1,170,812
Total expenses
$840,950
Contributions and grants received
$997,563
Grants paid
$0
Program service revenue
$0
Investment income
$41,542
Other revenue
$131,707
Total assets, end of year
$1,703,954
Total liabilities, end of year
$118,503
Net assets or fund balances, end of year
$1,585,451
Program services expenses (Part IX)
$557,668
Management and general expenses
$283,282
Fundraising expenses
$0
Program service expenses (Part III)
$557,668

Program services were 66.3% 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.

  • 1b · Membership dues

    $9,993

  • 1e · Government grants (contributions)

    $638,413

  • 1f · All other contributions, gifts and grants

    $349,157

  • 3 · Investment income

    total $23,292 · related or exempt $23,292

  • 7a · Gross sales of assets other than inventory

    securities $118,250

  • 7b · Less cost or other basis and sales expenses

    securities $100,000

  • 7c · Gain or loss

    securities $18,250

  • 7d · Net gain or loss

    total $18,250 · related or exempt $18,250

  • 8a · Fundraising events: gross income

    $144,068

  • 8b · Fundraising events: direct expenses

    $39,789

  • 8c · Net income from fundraising events

    total $104,279 · excluded $104,279

  • 11a · Other revenue: GIFT SHOPS

    total $14,545 · related or exempt $14,545

  • 11b · Other revenue: JOURNAL ADVERTISING

    total $8,250 · related or exempt $8,250

  • 11c · Other revenue: ADMISSIONS

    total $4,633 · related or exempt $4,633

  • 11e · Other revenue, total

    $27,428

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $43,610 · program services $43,610

  • 7 · Other salaries and wages

    total $248,500 · program services $149,183 · management and general $99,317

  • 8 · Pension plan contributions

    total $27,303 · management and general $27,303

  • 9 · Other employee benefits

    total $25,116 · program services $16,577 · management and general $8,539

  • 10 · Payroll taxes

    total $27,153 · program services $17,921 · management and general $9,232

  • 11b · Fees: legal

    total $37,375 · management and general $37,375

  • 11c · Fees: accounting

    total $22,000 · management and general $22,000

  • 11f · Fees: investment management

    total $3,707 · management and general $3,707

  • 11g · Fees: other

    total $112,140 · program services $112,140

  • 13 · Office expenses

    total $11,180 · program services $2,236 · management and general $8,944

  • 17 · Travel

    total $956 · program services $956

  • 22 · Depreciation, depletion and amortization

    total $3,609 · management and general $3,609

  • 23 · Insurance

    total $40,663 · program services $14,763 · management and general $25,900

  • 24a · Other expenses: CONTRIBUTED RENT

    total $96,000 · program services $96,000

  • 24b · Other expenses: PROGRAM EXPENSES

    total $56,102 · program services $56,102

  • 24c · Other expenses: UTILITIES

    total $24,570 · program services $24,570

  • 24d · Other expenses: PRINTING AND PUBLICATIO

    total $19,006 · program services $3,801 · management and general $15,205

  • 24e · All other expenses

    total $41,960 · program services $19,809 · management and general $22,151

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $225,121 · end of year $227,789

  • 3 · Pledges and grants receivable

    beginning of year $90,742 · end of year $54,908

  • 4 · Accounts receivable

    beginning of year $20,910 · end of year $19,173

  • 8 · Inventories for sale or use

    beginning of year $37,882 · end of year $37,882

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,916 · end of year $24,738

  • 10a · Land, buildings and equipment: cost or other basis

    $432,958

  • 10b · Land, buildings and equipment: accumulated depreciation

    $290,582

  • 10c · Land, buildings and equipment, net

    beginning of year $118,111 · end of year $142,376

  • 12 · Investments: other securities

    beginning of year $520,984 · end of year $521,770

  • 15 · Other assets

    beginning of year $675,318 · end of year $675,318

  • 17 · Accounts payable and accrued expenses

    beginning of year $113,811 · end of year $47,205

  • 22 · Loans and payables to officers and key people

    beginning of year $233,103 · end of year $0

  • 25 · Other liabilities

    beginning of year $171,809 · end of year $71,298

  • 27 · Net assets without donor restrictions

    beginning of year $1,191,261 · end of year $1,585,451

Mission and programs · 2023

Mission

THE BRONX IS A MICROCOSM OF THE STORY OF AMERICA. THE BRONX IS HOME TO 1.4 MILLION PEOPLE WITH A RICH DIVERSITY OF ETHNIC AND CULTURAL BACKGROUNDS. SINCE COLONIAL DAYS, THE BRONX HAS STOOD AT THE CROSSROADS OF AMERICAN HISTORY. THE BRONX COUNTY HISTORICAL SOCIETY WAS

Activities or mission (Part I)

TO OPERATE HISTORIC FACILITIES, RESEARCH LIBRARIES AND ARCHIVES; EDUCATIONAL PROGRAMS; PUBLISHING

  • OPERATION OF LOCAL HISTORIC FACILITIES - POE COTTAGE, VALENTINE-VARIAN HOUSE 3309 AND 3313 BAINBRIDGE AVENUE, INCLUDING THE BRONX COUNTY MUSUEM, ARCHIVES, MAINTAINING AND OPERATING HISTORICAL SITES FOR THE PUBLIC AND VISITORS AND THE BRONX RESEARCH LIBRARY.

    Expenses $557,668 · Revenue $68,970

  • EDUCATIONAL PROGRAMS AND RESEARCH ON ITEMS OF LOCAL HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jacqueline Kutner

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Joel Podgor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Prof Lloyd Ultan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Esnard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Pat Logan

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Tony Morante

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Mei Sei Fong

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gil Walton

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jac Zdreamer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Baktidy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Gary D Hermalyn

    CEO

    Total calculated
    $43,610
    From this org
    $43,610
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

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.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
2023
Filed
21 February 2025
IRS schema version
2023v6.0
Source object
202500529349301605

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