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← SUPREME COURT HISTORICAL SOCIETY THE SOCIETY

Form 990 for tax year 2022

Filed by SUPREME COURT HISTORICAL SOCIETY THE SOCIETY.

Totals

Total revenue
$1,912,624
Total expenses
$2,455,481
Contributions and grants received
$1,061,322
Grants paid
$1,000
Program service revenue
$282,452
Investment income
$276,405
Other revenue
$292,445
Total assets, end of year
$17,515,919
Total liabilities, end of year
$320,839
Net assets or fund balances, end of year
$17,195,080
Program services expenses (Part IX)
$1,907,009
Management and general expenses
$403,029
Fundraising expenses
$145,443
Program service expenses (Part III)
$1,907,009

Program services were 77.7% 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.

  • 1e · Government grants (contributions)

    $365,005

  • 1f · All other contributions, gifts and grants

    $696,317

  • 2a · Program service revenue: DUES

    total $213,552 · related or exempt $213,552

  • 2b · Program service revenue: ANNUAL MEETING

    total $68,900 · related or exempt $68,900

  • 3 · Investment income

    total $335,074 · excluded $335,074

  • 5 · Royalties

    total $2,364 · excluded $2,364

  • 7a · Gross sales of assets other than inventory

    securities $832,941

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

    securities $891,610

  • 7c · Gain or loss

    securities -$58,669

  • 7d · Net gain or loss

    total -$58,669 · excluded -$58,669

  • 10a · Gross sales of inventory

    $647,180

  • 10b · Cost of goods sold

    $357,099

  • 10c · Net income from sales of inventory

    total $290,081 · related or exempt $290,081

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 5 · Compensation of officers, directors and key employees

    total $327,097 · program services $198,521 · management and general $97,233 · fundraising $31,343

  • 7 · Other salaries and wages

    total $523,769 · program services $437,264 · management and general $43,151 · fundraising $43,354

  • 8 · Pension plan contributions

    total $27,508 · program services $19,851 · management and general $4,900 · fundraising $2,757

  • 9 · Other employee benefits

    total $45,908 · program services $36,880 · management and general $4,012 · fundraising $5,016

  • 10 · Payroll taxes

    total $62,649 · program services $50,960 · management and general $5,782 · fundraising $5,907

  • 11b · Fees: legal

    total $2,809 · management and general $2,809

  • 11c · Fees: accounting

    total $22,110 · management and general $22,110

  • 11f · Fees: investment management

    total $54,483 · management and general $54,483

  • 11g · Fees: other

    total $322,307 · program services $275,015 · management and general $46,592 · fundraising $700

  • 13 · Office expenses

    total $14,702 · program services $3,240 · management and general $11,462

  • 14 · Information technology

    total $32,451 · program services $20,934 · management and general $5,752 · fundraising $5,765

  • 17 · Travel

    total $17,842 · program services $13,243 · management and general $122 · fundraising $4,477

  • 19 · Conferences, conventions and meetings

    total $174,232 · program services $171,043 · management and general $2,069 · fundraising $1,120

  • 20 · Interest

    total $124 · management and general $124

  • 22 · Depreciation, depletion and amortization

    total $125,796 · program services $93,774 · management and general $20,956 · fundraising $11,066

  • 23 · Insurance

    total $45,204 · management and general $45,204

  • 24a · Other expenses: SELLING EXPENSES

    total $395,501 · program services $395,501

  • 24b · Other expenses: PRINTING

    total $106,904 · program services $96,712 · fundraising $10,192

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $42,997 · program services $27,424 · management and general $8,429 · fundraising $7,144

  • 24d · Other expenses: OTHER

    total $25,273 · program services $18,948 · management and general $38 · fundraising $6,287

  • 24e · All other expenses

    total $84,815 · program services $46,699 · management and general $27,801 · fundraising $10,315

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $55,326 · end of year $60,206

  • 2 · Savings and temporary cash investments

    beginning of year $375,498 · end of year $420,843

  • 3 · Pledges and grants receivable

    beginning of year $25,000 · end of year $0

  • 4 · Accounts receivable

    beginning of year $1,424 · end of year $1,525

  • 8 · Inventories for sale or use

    beginning of year $303,003 · end of year $207,679

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,058 · end of year $16,580

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

    $4,901,513

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

    $2,327,437

  • 10c · Land, buildings and equipment, net

    beginning of year $2,564,948 · end of year $2,574,076

  • 11 · Investments: publicly traded securities

    beginning of year $13,773,678 · end of year $14,098,195

  • 15 · Other assets

    beginning of year $46,403 · end of year $136,815

  • 17 · Accounts payable and accrued expenses

    beginning of year $70,714 · end of year $291,237

  • 19 · Deferred revenue

    beginning of year $48,479 · end of year $29,602

  • 25 · Other liabilities

    beginning of year $1,968 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $12,820,834 · end of year $12,853,507

  • 28 · Net assets with donor restrictions

    beginning of year $4,214,343 · end of year $4,341,573

Mission and programs · 2022

Mission

THE SOCIETY IS DEDICATED TO THE COLLECTION AND PRESERVATION OF THE HISTORY OF THE SUPREME COURT OF THE UNITED STATES. IT WAS FOUNDED BY CHIEF JUSTICE WARREN E. BURGER, WHO SERVED AS ITS FIRST HONORARY CHAIRMAN. THE SOCIETY ACCOMPLISHES ITS MISSION BY CONDUCTING EDUCATIONAL PROGRAMS, SUPPORTING HISTORICAL RESEARCH, PUBLISHING BOOKS, JOURNALS, AND ELECTRONIC MATERIALS, AND BY COLLECTING ANTIQUES AND ARTIFACTS RELATED TO THE COURT'S HISTORY. THESE ACTIVITIES AND OTHERS INCREASE THE PUBLIC'S AWARENESS OF THE COURT'S CONTRIBUTIONS TO OUR NATION'S RICH CONSTITUTIONAL HERITAGE.

Activities or mission (Part I)

THE COLLECTION AND PRESERVATION OF THE HISTORY OF THE SUPREME COURT OF THE UNITED STATES.

  • MEMBERSHIP SERVICES AND PUBLICATIONS: PROGRAM PLANNING AND MANAGEMENTPUBLICATION OF SCHS QUARTERLY - A MEMBER-ORIENTED NEWSLETTER WITH INFORMATIVE ARTICLES ON THE COURT'S PAST, AND TIMELY ANNOUNCEMENTS OF SOCIETY ACTIVITIES AND MEETINGS.PUBLICATION OF THE JOURNAL OF SUPREME COURT HISTORY - A SCHOLARLY COLLECTION OF ARTICLES ON THE COURT'S HISTORY, ITS MEMBERS AND THOSE WHO HAVE APPEARED BEFORE IT. THE JOURNAL IS PUBLISHED THREE TIMES A YEAR AND IS ILLUSTRATED WITH MANY RARE PHOTOGRAPHS, ENGRAVINGS, AND DRAWINGS.

    Expenses $461,902 · Grants $1,000 · Revenue $243,154

  • SALE OF BOOKS AND OTHER ITEMS TO HELP EDUCATE THE PUBLIC ABOUT THE SUPREME COURT AND TO PRESERVE THE HISTORY OF THE SUPREME COURT.

    Expenses $448,105 · Revenue $290,081

  • EDUCATIONAL PROGRAMS:SECONDARY SCHOOL TEACHERS: THE SOCIETY AND STREET LAW, INC. OFFER THE SUPREME COURT SUMMER INSTITUTE FOR SECONDARY SCHOOL TEACHERS. THE INSTITUTE IMPROVES THE LEVEL OF INSTRUCTION ON THE JUDICIAL SYSTEM AT THE SECONDARY SCHOOL LEVEL, REACHING STUDENTS WHILE THEY ARE DEVELOPING AN AWARENESS OF THEIR RIGHTS AND DUTIES AS CITIZENS. TEACHERS OBSERVE THE COURT IN SESSION, REVIEW ACTUAL CASES UNDER CONSIDERATION, AND HEAR LECTURES BY EXPERTS ON THE COURT. THE TEACHERS THEN PRODUCE LESSON PLANS FOR CLASSROOM INSTRUCTION AND TRAIN OTHER TEACHERS IN TECHNIQUES FOR INCORPORATING THE COURT INTO THE SOCIAL STUDIES CURRICULUM. THIS PROGRAM HAS MORE THAN 750 ALUMNI FROM ALMOST EVERY STATE AND U.S. POSSESSION. THE SOCIETY AND STREET LAW HAVE COLLABORATED TO BRING THE SUPREME COURT INSTITUTE TO TEACHERS AROUND THE COUNTRY WHO MIGHT OTHERWISE NOT BE ABLE TO ATTEND THE SUMMER PROGRAM. TEACHERS IN ATLANTA, NEW YORK AND ST. LOUIS HAVE PARTICIPATED IN THE REGIONAL SUPREME COURT SEMINAR.CIVICS EDUCATION: THE SUPREME COURT AND MY HOMETOWN IS THE NATIONAL CIVICS PROGRAM OF THE SUPREME COURT HISTORICAL SOCIETY. THIS INITIATIVE ENGAGES HIGH SCHOOL STUDENTS IN A THOROUGH STUDY OF THE PROCESS AND SUBSTANTIVE ISSUES OF A CASE DECIDED BY THE SUPREME COURT OF THE UNITED STATES IN A UNIQUE AND PERSONALIZED WAY. PARTICIPANTS LEARN HOW THE JUDICIAL BRANCH INTERACTS WITH THE OTHER TWO BRANCHES OF GOVERNMENT AND THEIR ROLE AND RESPONSIBILITIES AS ACTIVE CITIZENS. HOMETOWNS ALSO ENCOURAGES STUDENTS TO INTERACT WITH THEIR LOCAL GOVERNMENT AND COMMUNITY BASED ON WHAT THEY HAVE LEARNED IN THE STUDY. A DISTINGUISHING FEATURE OF THIS PROGRAM IS THE FOCUS ON SUPREME COURT CASES THAT ORIGINATED IN THE STUDENTS' HOMETOWNS AND LOCAL COURTS. BOTH THE CONSTITUTIONAL QUESTIONS AND PROCEDURAL HISTORY OF THE CASES ARE EXPLORED THROUGH A LOCAL LENS. THE COURSE OF STUDY IMMERSES STUDENTS IN A REVIEW OF THE FACTS, TRIALS, AND APPEALS THAT LED TO SUPREME COURT DECISIONS. AT THE END OF THE INQUIRY SESSIONS, STUDENTS COMPLETE A CAPSTONE PROJECT THAT FURTHER SOLIDIFIES THEIR LEARNING AND ENHANCES THEIR CREATIVE SKILLS. EACH FINAL PROJECT IS UNIQUE TO EACH COMMUNITY AND IS SPECIFICALLY DESIGNED TO PROMOTE INCREASED UNDERSTANDING OF THE IMPACT OF THE CASE.

    Expenses $440,512

  • Expenses $556,490

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gregory P Joseph

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Thomas C Leighton

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Dorothy Tapper Goldman

    VICE PRESIDENT, CHAIR ACQU

    Total calculated
    $0
    Hours/week
    1

  • Laurie Webb Daniel

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • E Barrett Prettyman

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • John M Nannes

    VICE PRESIDENT, CHAIR GIFT SHOP COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • Carter G Phillips

    TREASURER, CHAIR BUDGET &

    Total calculated
    $0
    Hours/week
    1

  • Chilton D Varner

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Leon Silverman

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Robert J Anello

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • Robert Juceam

    GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    1

  • Jonathan D Schiller

    CHAIR, MEMBERSHIP COMMITTE

    Total calculated
    $0
    Hours/week
    1

  • Philip J Kessler

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Theodore B Olson

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • Leon B Polsky

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • Richard A Schneider

    VICE PRESIDENT, CHAIR PROGRAM COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert J Giuffra Jr

    VICE PRESIDENT, CHAIR, DEV

    Total calculated
    $0
    Hours/week
    1

  • Seth P Waxman

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • David Leitch

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey P Minear

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • Teresa Wynn Roseborough

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • Douglas Young

    TRUSTEE EXECUTIVE COMM.

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Shurtleff

    FORMER ASSISTANT DIRECTOR

    Total calculated
    $186,747
    From this org
    $175,113
    From related orgs
    $0
    Other
    $11,634
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,113
    Bonus
    $0
    Other
    $0
    Deferred
    $6,208
    Nontaxable benefits
    $5,426
    Filer's total
    $186,747

  • James C Duff

    EXECUTIVE DIRECTOR

    Total calculated
    $198,154
    From this org
    $186,154
    From related orgs
    $0
    Other
    $12,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,154
    Bonus
    $0
    Other
    $0
    Deferred
    $12,000
    Nontaxable benefits
    $0
    Filer's total
    $198,154

  • Claire Cushman

    DIR. OF PUBLICATIONS

    Total calculated
    $128,217
    From this org
    $120,133
    From related orgs
    $0
    Other
    $8,084
    Hours/week
    40

  • Jennifer Lowe

    DIR. OF PROGRAMS

    Total calculated
    $125,813
    From this org
    $108,520
    From related orgs
    $0
    Other
    $17,293
    Hours/week
    40

  • Martha Meehan-Cohen

    CHIEF OPERATING OFFICER

    Total calculated
    $161,868
    From this org
    $138,882
    From related orgs
    $0
    Other
    $22,986
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,882
    Bonus
    $0
    Other
    $0
    Deferred
    $10,359
    Nontaxable benefits
    $12,627
    Filer's total
    $161,868

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

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
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202431289349300513

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