Civic Intelligence

Historic Hudson Valley

990 • Fiscal year 2017 • EIN 13-1692606

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

639 Bedford RoadPocantico Hills, NY 10591

(914) 631-8200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.10x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.75x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

24th percentile

-2.6%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

66th percentile

$456,016

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

41st percentile

3.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-34%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$84,836,603

Up $3,027,124 (+3.7%) from 2016

Net Assets

Up

$76,185,424

Up $2,827,448 (+3.9%) from 2016

Liabilities

Up

$8,651,179

Up $199,676 (+2.4%) from 2016

Revenue

Down

$11,603,977

Down $6,079,682 (-34%) from 2016

Expenses

Down

$11,900,100

Down $247,292 (-2.0%) from 2016

Net Income

Down

-$296,123

Down $5,832,390 (-105%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $94,275,252Liabilities 2010: $9,894,993Net Assets 2010: $84,380,2592010Assets 2011: $84,755,162Liabilities 2011: $8,978,806Net Assets 2011: $75,776,3562011Assets 2012: $82,370,129Liabilities 2012: $8,868,446Net Assets 2012: $73,501,6832012Assets 2013: $81,704,221Liabilities 2013: $8,033,304Net Assets 2013: $73,670,9172013Assets 2014: $80,375,263Liabilities 2014: $8,717,247Net Assets 2014: $71,658,0162014Assets 2015: $75,655,013Liabilities 2015: $8,628,343Net Assets 2015: $67,026,6702015Assets 2016: $81,809,479Liabilities 2016: $8,451,503Net Assets 2016: $73,357,9762016Assets 2017: $84,836,603Liabilities 2017: $8,651,179Net Assets 2017: $76,185,4242017Assets 2018: $78,875,888Liabilities 2018: $8,086,568Net Assets 2018: $70,789,3202018Assets 2019: $82,382,599Liabilities 2019: $8,312,108Net Assets 2019: $74,070,4912019Assets 2020: $84,179,281Liabilities 2020: $8,927,915Net Assets 2020: $75,251,3662020Assets 2021: $88,361,473Liabilities 2021: $7,048,317Net Assets 2021: $81,313,1562021Assets 2022: $77,268,582Liabilities 2022: $6,972,403Net Assets 2022: $70,296,1792022Assets 2023: $77,675,977Liabilities 2023: $6,587,047Net Assets 2023: $71,088,9302023Assets 2024: $79,130,673Liabilities 2024: $6,138,112Net Assets 2024: $72,992,5612024

Highlighted filing

2017

Assets$84,836,603
Liabilities$8,651,179
Net Assets$76,185,424

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $9,084,9832010Expenses 2011: $10,066,8632011Expenses 2012: $11,686,2042012Revenue 2013: $14,029,985Expenses 2013: $10,068,802Net Income 2013: $3,961,1832013Revenue 2014: $10,328,138Expenses 2014: $11,296,071Net Income 2014: -$967,9332014Revenue 2015: $9,653,579Expenses 2015: $11,379,022Net Income 2015: -$1,725,4432015Revenue 2016: $17,683,659Expenses 2016: $12,147,392Net Income 2016: $5,536,2672016Revenue 2017: $11,603,977Expenses 2017: $11,900,100Net Income 2017: -$296,1232017Revenue 2018: $13,088,121Expenses 2018: $12,742,564Net Income 2018: $345,5572018Revenue 2019: $13,303,101Expenses 2019: $13,885,687Net Income 2019: -$582,5862019Revenue 2020: $11,415,919Expenses 2020: $13,666,445Net Income 2020: -$2,250,5262020Revenue 2021: $19,006,453Expenses 2021: $13,376,980Net Income 2021: $5,629,4732021Revenue 2022: $13,253,189Expenses 2022: $16,057,823Net Income 2022: -$2,804,6342022Revenue 2023: $12,021,092Expenses 2023: $17,512,086Net Income 2023: -$5,490,9942023Revenue 2024: $14,674,523Expenses 2024: $16,439,048Net Income 2024: -$1,764,5252024

Highlighted filing

2017

Revenue$11,603,977
Expenses$11,900,100
Net Income-$296,123
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$22,080,575
Mission and Program Overview

Mission

The organization's mission is to celebrate the history, architecture, landscape and material culture of the hudson valley, advancing its importance and thereby assuring its preservation.

Hhv celebrates the history and culture of the hudson valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,623,818$31,366,360▲ $742,542
Land, Buildings, and Equipment, Net$25,487,451$24,805,150▼ $682,301
Other Notes and Loans Receivable, Net$13,000,000$13,000,000→ $0
Investments Other Securities$9,630,771$11,155,015▲ $1,524,244
Cash and Non-Interest-Bearing Accounts$1,182,238$1,549,049▲ $366,811
Pledges and Grants Receivable$472,062$967,173▲ $495,111
Prepaid Expenses and Deferred Charges$136,756$280,206▲ $143,450
Inventories for Sale or Use$75,524$108,020▲ $32,496
Accounts Receivable$38,167$53,679▲ $15,512
Total Assets$81,809,479$84,836,603▲ $3,027,124
Other Assets Total$1,162,692$1,551,951▲ $389,259
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,649,026$6,527,507▼ $121,519
Accounts Payable and Accrued Expenses$762,876$929,825▲ $166,949
Other Liabilities$805,558$756,371▼ $49,187
Deferred Revenue$234,043$437,476▲ $203,433
Total Liabilities$8,451,503$8,651,179▲ $199,676
Net Assets / Fund Balance
Unrestricted Net Assets$40,862,779$41,250,928▲ $388,149
Permanently Rstr Net Assets$25,716,886$25,716,886→ $0
Temporarily Rstr Net Assets$6,778,311$9,217,610▲ $2,439,299
Total Net Assets Fund Balance$73,357,976$76,185,424▲ $2,827,448
Total Liabilities and Net Assets / Fund Balance$81,809,479$84,836,603▲ $3,027,124

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,234,379$6,176,510$23,410,889
Equipment$456,589$5,619,321$6,075,910
Other Land Buildings$3,710,810$308,980$4,019,790
Land$2,237,000-$2,237,000
Leasehold Improvements$1,166,372$596,399$1,762,771
Other Securities$201,792--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$31,629,411-▲ $4,104,896$1,554,873$34,179,434
2016$32,361,955-▲ $997,008$1,729,552$31,629,411
2015$34,906,203-▼ $784,111$1,760,137$32,361,955
2014$35,447,428-▲ $1,248,562$1,789,787$34,906,203
2013$33,223,416-▲ $4,062,551$1,838,539$35,447,428
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Waddell W StillmanPresidentFT$436,857$19,159$456,016
Peter PockrissSenior Vice PresidentFT$192,950$34,568$227,518
Gregory HollopControllerFT$140,070$24,956$165,026
Rob SchweitzerVP Communications & CommerFT$145,838$18,850$164,688
Lynda JonesVP Human ResourcesFT$132,972$10,727$143,699
Ross Higgins Through 12217VP ProgramsFT$95,883$18,863$114,746

Board Members and Trustees

NameTitle
Michael J HegartyTrustee and Chairman
Mark F RockefellerTrustee and Chairman of Ex
William F Plunkett JrTrustee and Vice Chairman
Barbara F IsraelTrustee
Charles ProckefellerTrustee
Dwight W AndersonTrustee
James E Fitzgerald JrTrustee
Joel W MotleyTrustee
Joseph P CotterTrustee
Joseph S BerryTrustee
Katharine ChapmanTrustee
Kent L BarwickTrustee
Kimberly J HuchroTrustee
Stuart WoodyTrustee
Wilson S NeelyTrustee
Robert G DelamaterTrustee and Secretary
William H Wright IiTrustee and Treasuer

Highest Paid Contractors

ContractorServicesLocationCompensation
House Of MirthEvent Production430 ROOSEVELT DRIVE, Derby, CT 06418$419,165
Propark America New YorkParking Management Company1 UNION PLACE, Ridgefield, CT 06877$266,355
Jay Woods Design INCConstruction Services128 DRAKE ROAD, Pleasantville, NY 12569$261,178
C&g Partners LLCEducational Media116 E 16TH STREET 10TH FL, New York, NY 10003$230,821
Party Line RentalsRental Equipment21 VREELAND AVE, Elmsford, NY 10523$187,185
Revenue and Support

Revenue Composition

Contributions and Grants
$2,289,039
Program Service Revenue
$5,682,421
Investment Income
$2,747,279
Other Revenue
$885,238
All Other Contributions
$1,088,324
Change in Net Assets
$-296,123

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$53,812Mv on Date Donated
Works of Art1$38,000Mv on Date Donated
Total Noncash Contributions5$91,812-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,928,532
Revenue Not Reported on Financial Statements
$-324,555
Revenue Not Reported on Form 990
$3,123,571
Other Revenue Adjustments
$-417,601
Total Revenue per Audited Statements
$15,052,103
Total Revenue per Form 990
$11,603,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,671,522
Salaries, Compensation, and Employee Benefits$5,228,578
Total Fundraising Expense$483,138
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,726,292$287,368$221,385$3,235,045
Current Officers, Directors, Trustees, and Key Employees$412,508$619,349$42,250$1,074,107
Depreciation Depletion-$920,290-$920,290
Fees for Services Other$736,625$119,334$10,456$866,415
Payroll Taxes$267,510$88,045$35,255$390,810
Other Employee Benefits$230,530$62,656$31,118$324,304
Office Expenses$177,053$109,595$18,324$304,972
All Other Expenses$257,346$31,959$6,485$295,790
Interest-$283,680-$283,680
Occupancy$232,457$8,106-$240,563
Insurance$234,870--$234,870
Advertising$205,672$8,214-$213,886
Pension Plan Contributions$152,158$31,781$20,373$204,312
Other Expenses$188,815$15,822$26,042$188,815
Travel$173,808--$173,808
Fees for Services Accounting-$101,850-$101,850
Fees for Service Investment Mgmnt Fees-$93,046-$93,046
Fees for Services Legal-$89,782-$89,782
Information Technology$64,003--$64,003
Conferences and Meetings$23,134$23,882$3,588$50,604
Total Functional Expenses$8,489,174$2,927,788$483,138$11,900,100

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,224,655
Total Expenses per Form 990$11,900,100
Expenses per Audited Statements$11,807,054
Expenses Not Reported on Form 990$417,601
Expenses Not Reported on Financial Statements$93,046
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$60,872
Fundraising Gross Income$60,872
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$191,879$60,872$13,141$47,731
Total Events$191,879$60,872$60,872$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Retirement Benefits$756,371
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Mark rockefeller and charles p. Rockefeller are cousins.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by management and the audit committee of the board of trustees prior to submission. Form 990 is distributed to the entire board of trustees prior to submission.

Form 990, Part VI, Section B, Line 12C

Material conflicts are reviewed annually by management and the audit committee of the board of trustees.

Form 990, Part VI, Section B, Line 15

Historic hudson valley's by-laws give the executive committee authority to set compensation for the president & ceo. In 2016 the committee commissioned a study by a compensation and benefits consultant of the compensation paid to similarly experienced ceo's at comparable institutions. The committee reviewed this report and discussed president stillman's performance, weighing multiple factors in their evaluation. The committee determined that mr. Stillman was exceeding expectations, and that his salary would be increased effective in 2016. In addition, he was awarded a performance bonus and the maximum contribution from historic hudson valley to a 457(b) plan for 2016 and 2017. The committee established that he will be eligible starting in 2017 for annual performance bonuses of 15% of base salary, and it set expectations for his future performance and bonus eligibility.

Form 990, Part VI, Section C, Line 19

Board of trustees receives copy of by-laws and other governing documents, conflict of interest policy statement, and audited financial statements. Financial statements are made available to others upon request.

Filing and Contact Details

Filer

Filer Name
Historic Hudson Valley
EIN
13-1692606
Phone
9146318200
Address
639 BEDFORD ROAD, POCANTICO HILLS, NY 10591

Signing Officer

Name
Waddell W Stillman
Title
President
Phone
9146318200
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Waddell W Stillman
Formed
1951
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
223
Volunteers
165

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Donald Shaefitz
Phone
2126972299
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Pension related changes other than periodic pension cost 33,452.

Financial Statement Notes

PART III, LINE 4:

Among historic hudson valley's artifacts are some 14,000 books and 4,500 manuscript folders, as well as more than 7,500 objects including paintings, furniture, ceramics, textiles, and historic structures comprising the region's most comprehensive and best documented collection of decorative arts from the 17th through the 20th century. Because 70% of historic hudson valley's collections are exhibited on site, they are essential to the preservation of the sites as they existed during their periods of greatest historical interest and are crucial to the interpretation of each property for the general public. The unique qualities of the collections promote public visitation and serve as an invaluable resource for study, thereby directly supporting the organization's mission.

PART V, LINE 4:

To support the organization's operations and mission.

PART X, LINE 2:

Historic hudson valley is a not-for-profit organization exempt from federal income taxes under section 501(c)(3) of the internal revenue code and has been designated as an organization which is not a private foundation. The organization is subject to federal and state income taxes on certain net income derived from its museum shops, a business activity which is regularly conducted and is, by statute, unrelated to its exempt purpose.

Schedule D, Part XI, Line 4B

This amount is the costs of goods that were sold, shown as an expense on the organization's financial statements rather than a reduction of the sales revenue.

Schedule D, Part XII, Line 2D

This amount consists of the costs of goods that were sold which was shown as an expense on the organization's financial statements rather than a reduction of the sales revenue and pension-related changes other than periodic pension cost.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1735.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1835.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1935.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2235.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1719159
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1834568
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1918850
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2010727
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2118863
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2224956
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL J HEGARTY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK F ROCKEFELLER
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM F PLUNKETT JR
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM H WRIGHT II
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT G DELAMATER
IRS990/Form990PartVIISectionAGrp/PersonNm5DWIGHT W ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6KENT L BARWICK
IRS990/Form990PartVIISectionAGrp/PersonNm7JOSEPH S BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHARINE CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9JOSEPH P COTTER
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES E FITZGERALD JR
IRS990/Form990PartVIISectionAGrp/PersonNm11KIMBERLY J HUCHRO
IRS990/Form990PartVIISectionAGrp/PersonNm12BARBARA F ISRAEL
IRS990/Form990PartVIISectionAGrp/PersonNm13JOEL W MOTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14WILSON S NEELY
IRS990/Form990PartVIISectionAGrp/PersonNm15CHARLES PROCKEFELLER
IRS990/Form990PartVIISectionAGrp/PersonNm16STUART WOODY
IRS990/Form990PartVIISectionAGrp/PersonNm17WADDELL W STILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm18PETER POCKRISS
IRS990/Form990PartVIISectionAGrp/PersonNm19ROB SCHWEITZER
IRS990/Form990PartVIISectionAGrp/PersonNm20LYNDA JONES
IRS990/Form990PartVIISectionAGrp/PersonNm21ROSS HIGGINS THROUGH 12217
IRS990/Form990PartVIISectionAGrp/PersonNm22GREGORY HOLLOP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17436857
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18192950
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19145838
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20132972
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2195883
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22140070
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE AND CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE AND CHAIRMAN OF EX
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE AND VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE AND TREASUER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE AND SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18SENIOR VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP COMMUNICATIONS & COMMER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt22CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0131007
IRS990/FundraisingDirectExpensesAmt060872
IRS990/FundraisingGrossIncomeAmt060872
IRS990/GainOrLossGrp/SecuritiesAmt01224636
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt0819494
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011222761
IRS990/GrossReceiptsAmt022080575
IRS990/GrossRentsGrp/RealAmt0135486
IRS990/GrossSalesOfInventoryAmt0939275
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt064003
IRS990/InformationTechnologyGrp/TotalAmt064003
IRS990/InsuranceGrp/ProgramServicesAmt0234870
IRS990/InsuranceGrp/TotalAmt0234870
IRS990/InterestGrp/ManagementAndGeneralAmt0283680
IRS990/InterestGrp/TotalAmt0283680
IRS990/InventoriesForSaleOrUseGrp/BOYAmt075524
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0108020
IRS990/InvestmentIncomeGrp/ExclusionAmt01522643
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01522643
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09630771
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011155015
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030623818
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031366360
IRS990/IRPDocumentCnt0132
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012701210
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025487451
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024805150
IRS990/LandBldgEquipCostOrOtherBssAmt037506360
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09998125
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0250214
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO CELEBRATE THE HISTORY, ARCHITECTURE, LANDSCAPE AND MATERIAL CULTURE OF THE HUDSON VALLEY, ADVANCING ITS IMPORTANCE AND THEREBY ASSURING ITS PRESERVATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06649026
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06527507
IRS990/NetAssetsOrFundBalancesBOYAmt073357976
IRS990/NetAssetsOrFundBalancesEOYAmt076185424
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01224636
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01224636
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt0353259
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0521674
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0168415
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0135486
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0135486
IRS990/NetUnrelatedBusTxblIncmAmt038179
IRS990/NetUnrlzdGainsLossesInvstAmt03090119
IRS990/NoncashContributionsAmt091812
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08106
IRS990/OccupancyGrp/ProgramServicesAmt0232457
IRS990/OccupancyGrp/TotalAmt0240563
IRS990/OfficeExpensesGrp/FundraisingAmt018324
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0109595
IRS990/OfficeExpensesGrp/ProgramServicesAmt0177053
IRS990/OfficeExpensesGrp/TotalAmt0304972
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01162692
IRS990/OtherAssetsTotalGrp/EOYAmt01551951
IRS990/OtherChangesInNetAssetsAmt033452
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt031118
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt062656
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0230530
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0324304
IRS990/OtherExpensesGrp/Desc0PROGRAMS AND EVENTS
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3LANDSCAPING

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.1$6.14$73.0$14.7$16.4$1.76
2023Detailed filing. Detailed filing data is available for this year.$77.7$6.59$71.1$12.0$17.5$5.49
2022Detailed filing. Detailed filing data is available for this year.$77.3$6.97$70.3$13.3$16.1$2.80
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$88.4$7.05$81.3$19.0$13.4$5.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.2$8.93$75.3$11.4$13.7$2.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.4$8.31$74.1$13.3$13.9$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.9$8.09$70.8$13.1$12.7$0.35
2017Detailed filing. Detailed filing data is available for this year.$84.8$8.65$76.2$11.6$11.9$0.30
2016Detailed filing. Detailed filing data is available for this year.$81.8$8.45$73.4$17.7$12.1$5.54
2015Detailed filing. Detailed filing data is available for this year.$75.7$8.63$67.0$9.65$11.4$1.73
2014Detailed filing. Detailed filing data is available for this year.$80.4$8.72$71.7$10.3$11.3$0.97
2013Detailed filing. Detailed filing data is available for this year.$81.7$8.03$73.7$14.0$10.1$3.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.4$8.87$73.5$11.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.8$8.98$75.8$10.1
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.3$9.89$84.4$9.08