Civic Intelligence

The Bronx County Historical Society

990 • Fiscal year 2017 • EIN 13-6153378

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 09, 2018

Organization ProfileWWW.BRONXHISTORICALSOCIETY.ORG
3309 Bainbridge AvenueBronx, NY 10467

(718) 881-8900

Siviq Scores

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

Liabilities / Assets

80th percentile

0.34x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.78x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Net Margin

28th percentile

-6.0%

Higher net margin than 28% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$44,570

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Asset Growth

38th percentile

0.4%

Faster asset growth than 38% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-17%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$1,152,659

Up $4,381 (+0.4%) from 2016

Net Assets

Down

$761,953

Down $12,127 (-1.6%) from 2016

Liabilities

Up

$390,706

Up $16,508 (+4.4%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin28th percentile

Revenue

Down

$498,993

Down $100,347 (-17%) from 2016

Expenses

Down

$528,762

Down $137,038 (-21%) from 2016

Net Income

Up

-$29,769

Up $36,691 (+55%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,351,996Liabilities 2010: $508,704Net Assets 2010: $843,2922010Assets 2011: $1,250,398Liabilities 2011: $398,087Net Assets 2011: $852,3112011Assets 2012: $1,145,859Liabilities 2012: $336,514Net Assets 2012: $809,3452012Assets 2013: $1,120,433Liabilities 2013: $311,870Net Assets 2013: $808,5632013Assets 2014: $1,179,910Liabilities 2014: $312,914Net Assets 2014: $866,9962014Assets 2015: $1,190,174Liabilities 2015: $325,114Net Assets 2015: $865,0602015Assets 2016: $1,148,278Liabilities 2016: $374,198Net Assets 2016: $774,0802016Assets 2017: $1,152,659Liabilities 2017: $390,706Net Assets 2017: $761,9532017Assets 2018: $1,148,261Liabilities 2018: $379,817Net Assets 2018: $768,4442018Assets 2019: $1,179,595Liabilities 2019: $380,029Net Assets 2019: $799,5662019Assets 2020: $1,268,998Liabilities 2020: $445,180Net Assets 2020: $823,8182020Assets 2021: $1,423,428Liabilities 2021: $396,880Net Assets 2021: $1,026,5482021Assets 2022: $1,491,629Liabilities 2022: $418,214Net Assets 2022: $1,073,4152022Assets 2023: $1,709,984Liabilities 2023: $518,723Net Assets 2023: $1,191,2612023Assets 2024: $1,703,954Liabilities 2024: $118,503Net Assets 2024: $1,585,4512024Assets 2025: $1,712,356Liabilities 2025: $86,334Net Assets 2025: $1,626,0222025

Highlighted filing

2017

Assets$1,152,659
Liabilities$390,706
Net Assets$761,953
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $520,8312010Expenses 2011: $604,6612011Expenses 2012: $497,0102012Revenue 2013: $419,329Expenses 2013: $457,955Net Income 2013: -$38,6262013Revenue 2014: $447,019Expenses 2014: $456,660Net Income 2014: -$9,6412014Revenue 2015: $541,308Expenses 2015: $543,457Net Income 2015: -$2,1492015Revenue 2016: $599,340Expenses 2016: $665,800Net Income 2016: -$66,4602016Revenue 2017: $498,993Expenses 2017: $528,762Net Income 2017: -$29,7692017Revenue 2018: $805,012Expenses 2018: $810,309Net Income 2018: -$5,2972018Revenue 2019: $802,787Expenses 2019: $809,563Net Income 2019: -$6,7762019Revenue 2020: $641,569Expenses 2020: $638,936Net Income 2020: $2,6332020Revenue 2021: $749,239Expenses 2021: $543,120Net Income 2021: $206,1192021Revenue 2022: $856,623Expenses 2022: $679,044Net Income 2022: $177,5792022Revenue 2023: $924,577Expenses 2023: $873,345Net Income 2023: $51,2322023Revenue 2024: $1,170,812Expenses 2024: $840,950Net Income 2024: $329,8622024Revenue 2025: $941,276Expenses 2025: $923,275Net Income 2025: $18,0012025

Highlighted filing

2017

Revenue$498,993
Expenses$528,762
Net Income-$29,769
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 9, 2018
Return Version
2016v3.0
Gross Receipts
$696,433
Mission and Program Overview

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 founded in 1955 to preserve the heritage of this thriving community. The society administers the colonial era valentine-varian house, which serves as the museum of bronx history; the bronx county archives; an extensive research library; and poe cottage, the final home of america's great 19th century poet and author, edgar allan poe. Both historic houses are listed in the national register of historic places.the society is not only dedicated to preserving bronx history. It also offers a variety of programs for the casual visitor, tourist, business person, student, or researcher interested in learning more about contemporary life in the bronx.

To operate historic facilities, research libraries and archives; educational programs; publishing and research of items of historic importance including maintenance of museum collections primarily related to the life and history of bronx county, new york and lower westchester county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$270,339$316,665▲ $46,326
Loans From Officers Directors$233,103$233,103→ $0
Cash and Non-Interest-Bearing Accounts$55,937$47,883▼ $8,054
Inventories for Sale or Use$45,875$40,566▼ $5,309
Land, Buildings, and Equipment, Net$27,206$26,122▼ $1,084
Savings and Temporary Cash Investments$15,307$22,073▲ $6,766
Accounts Receivable$44,512$14,739▼ $29,773
Prepaid Expenses and Deferred Charges$16,929$9,293▼ $7,636
Total Assets$1,148,278$1,152,659▲ $4,381
Other Assets Total$672,173$675,318▲ $3,145
Liabilities
Accounts Payable and Accrued Expenses$76,245$103,189▲ $26,944
Other Liabilities$64,850$54,414▼ $10,436
Total Liabilities$374,198$390,706▲ $16,508
Net Assets / Fund Balance
Unrestricted Net Assets$746,580$734,453▼ $12,127
Permanently Rstr Net Assets$27,500$27,500→ $0
Total Net Assets Fund Balance$774,080$761,953▼ $12,127
Total Liabilities and Net Assets / Fund Balance$1,148,278$1,152,659▲ $4,381

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$26,122$171,192$197,314
Other Land Buildings$0$98,891$98,891
Equipment$0$10,116$10,116
Other Assets Org$66,800--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$285,646-▲ $57,399$-4,815$338,230
2015$355,624-▼ $26,923$43,055$285,646
2014$379,151-▲ $24,807$41,237$355,624
2013$315,814-▲ $92,569$29,232$379,151
2012$315,372-▲ $43,727$43,285$315,814
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dr Gary D HermalynExecutive DirectorFT$44,570$44,570

Board Members and Trustees

NameTitle
Jacqueline KutnerPresident
Tony MoranteVice President
Joel PodgorTrustee
Mei Sei FongTrustee
Prof Lloyd UltanTrustee
Robert EsnardTrustee
Larry BarrazottoSecretary
Pat LoganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$418,811
Program Service Revenue
$41,739
Investment Income
$23,555
Other Revenue
$14,888
All Other Contributions
$80,378
Change in Net Assets
$-29,769

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
Historical Artifacts200$3,145Estimated Value
Total Noncash Contributions200$3,145-

Audited Revenue Reconciliation

Revenue per Audited Statements
$542,725
Revenue Not Reported on Financial Statements
$-43,731
Revenue Not Reported on Form 990
$330,140
Other Revenue Adjustments
$-43,731
Total Revenue per Audited Statements
$872,865
Total Revenue per Form 990
$498,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$314,680
Other Expenses$214,082
Total Fundraising Expense$26,935
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$132,589$53,902$13,475$199,966
Current Officers, Directors, Trustees, and Key Employees$30,527$8,722$4,361$43,610
Office Expenses$6,780$27,117-$33,897
Insurance$28,417$5,015-$33,432
Occupancy$22,348$8,172-$30,520
Other Employee Benefits$18,322$7,083$1,987$27,392
Pension Plan Contributions$14,916$5,766$1,617$22,299
Payroll Taxes$14,323$5,537$1,553$21,413
Fees for Services Accounting-$18,667-$18,667
Advertising$17,676--$17,676
Interest-$9,895-$9,895
All Other Expenses$8,018-$1,535$9,553
Other Expenses$5,884$2,492$1,661$5,884
Travel$1,885$808-$2,693
Royalties$1,645--$1,645
Depreciation Depletion$759$325-$1,084
Conferences and Meetings$183$78-$261
Fees for Services Legal-$25-$25
Total Functional Expenses$341,723$160,104$26,935$528,762

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$862,493
Expenses per Audited Statements$528,762
Total Expenses per Form 990$528,762
Expenses Not Reported on Form 990$333,731
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,112
Fundraising Direct Expenses$33,092
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$112,409$33,112$3,138$29,974
Total Events$112,409$33,112$33,092$20
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$233,103$233,103→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Absences and Other Post Retirement Obligations$54,414
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 6

“The society encourages those interested in the history of the bronx to join the society as members. The society offers different membership levels. As a member of the bronx county historical society you receive: a subscription to: the bronx county historical society journal published semi-annually; the bronx historian newsletter; invitation to the society's annual dinner honoring the bronx high school; valedictorians, lectures, historical tours and educational programs. Free admission to: - the museum of bronx history at 3266 bainbridge ave., 208th st., bronx, n.y. - the edgar allan poe cottage at kingsbridge road & grand concourse, bronx, n.y.”

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

“The society has delegated the preparation of the required filings to the executive director and the treasurer in consultation with the society's auditors. Upon completion of the filings, the filings are made available to the board of directors for review prior to filing. Any questions or concerns are addressed prior to filing the returns.”

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

“The society requires all board members and significant members of management to disclose all relationships that could be considered a conflict of interest and includes that information in board minutes as applicable.”

Form 990, Part VI, Section B, Line 15

“Salaries are determined by the board of directors after a review of local salaries of similar organizations and a review of the society's finances.”

Form 990, Part VI, Section C, Line 18

“The society's form 1023 is available upon request from the society. The society's form 990 is made available on www.guidestar.org and its filing with the nys office of the attorney general includes form char-500 with copies of the form 990 as filed and the audited financial statements.”

Form 990, Part VI, Section C, Line 19

“The society's governing documents and conflict of interest policy are available to anyone requesting the documents from the society. The society's financial statements are available upon request and also are available with the society's new york state char-500 filing with the new york state office of the attorney general which are made available free of charge on the attorney general's office of charities registration website.”

Filing and Contact Details

Filer

Filer Name
Bronx County Historical Society
EIN
13-6153378
Phone
7188818900
Address
3309 BAINBRIDGE AVENUE, BRONX, NY 10467

Signing Officer

Name
Dr Gary D Hermalyn
Title
Chief Executive Officer
Phone
7188818900
Signed
2018-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Gary D Hermalyn
Formed
1955
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
13
Volunteers
0

Preparer

Firm
D'ARCANGELO & CO LLP
Address
800 WESTCHESTER AVE SUITE N-400, RYE BROOK, NY 10573-1301
Preparer
Anthony Pennella
Phone
9146944600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Organization committee that provides oversight of the organziation's audit - the executive director and board treasurer oversee the audit and report to the entire board. No change in operation or procedure has been made to the oversight function during the year.”

Financial Statement Notes

PART III, LINE 4:

“Society's research library is unique in new york city. It houses an extensive collection of historical information on the bronx, including books, reports, pamphlets, microfilms, etc. It is a major resource center for high school and college students, journalists, business and government researchers and scholars who have a professional need, or curiosity, to learn more about the bronx. In 1974, the society's collection of historical material grew considerably when the society assumed responsibility for nearly a million items which were then established as the bronx county archives. The archives contain original documents, manuscripts, books, maps and city directories going back to pre-civil war days, covering not only bronx history but also the history of new york city and westchester county. The research library and archives also boast an enormous collection of 19th and early 20th century photographs, prints and postcards of the bronx. There is also an important collection of periodical literature and publications, beginning with the first issue of the bronx home news from 1907. Finally, there is a special collection of material on the life and works of edgar allan poe. One advantage the society's library offers researchers is direct access to the collection. They can look through historic personal papers, listen to tapes in the oral history archives, view videos or study the old photographs. The library has an easy to use cross indexed card file, full-time librarians and a quiet, personal atmosphere.”

PART V, LINE 4:

“The endowment funds are planned to be a source of continuing support for the operations of the society. The board is endeavoring to create a source of permanent financing to ease the financial pressures on the continuance of the society.”

PART X, LINE 2:

“The society evaluates the effect of uncertain tax positions in accordance with the provisions of accounting principles generally accepted in the united states of america (gaap). Management is not aware of any violation of its tax status as an organization exempt from income taxes, nor any exposure to unrelated business income tax in excess of amounts reported on the annual tax returns. The society discloses material adjustments resulting from tax examinations, if any, and reports interest and penalties resulting from such adjustments, as interest expense or other expense. There were no tax examinations or adjustments relating therefrom.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Expenses offsets to revenue -43,731.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses offsets to revenue 43,731. Rounding”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/MissionDesc0THE 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 FOUNDED IN 1955 TO PRESERVE THE HERITAGE OF THIS THRIVING COMMUNITY. THE SOCIETY ADMINISTERS THE COLONIAL ERA VALENTINE-VARIAN HOUSE, WHICH SERVES AS THE MUSEUM OF BRONX HISTORY; THE BRONX COUNTY ARCHIVES; AN EXTENSIVE RESEARCH LIBRARY; AND POE COTTAGE, THE FINAL HOME OF AMERICA'S GREAT 19TH CENTURY POET AND AUTHOR, EDGAR ALLAN POE. BOTH HISTORIC HOUSES ARE LISTED IN THE NATIONAL REGISTER OF HISTORIC PLACES.THE SOCIETY IS NOT ONLY DEDICATED TO PRESERVING BRONX HISTORY. IT ALSO OFFERS A VARIETY OF PROGRAMS FOR THE CASUAL VISITOR, TOURIST, BUSINESS PERSON, STUDENT, OR RESEARCHER INTERESTED IN LEARNING MORE ABOUT CONTEMPORARY LIFE IN THE BRONX.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2391
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IRS990/ReportProgramRelatedInvstInd00
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,152,659
Liabilities
$390,706
Net assets
$761,953
Revenue
$498,993
Expenses
$528,762
Net income
-$29,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$0.09$1.63$0.94$0.92$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.12$1.59$1.17$0.84$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.52$1.19$0.92$0.87$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.42$1.07$0.86$0.68$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.40$1.03$0.75$0.54$0.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.45$0.82$0.64$0.64$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.38$0.80$0.80$0.81$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.38$0.77$0.81$0.81$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.39$0.76$0.50$0.53$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.37$0.77$0.60$0.67$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.33$0.87$0.54$0.54$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.31$0.87$0.45$0.46$0.01
2013Summary only. Only limited summary data is available for this year.$1.12$0.31$0.81$0.42$0.46$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.34$0.81$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.40$0.85$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.51$0.84$0.52