2024-10-29T15:38:55-05:00 2023-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2023-05-01 596158821 THE HISTORICAL SOCIETY OF PALM BEACH COUNTY INC HIST 5618324164 300 N DIXIE HIGHWAY 471 WEST PALM BEACH FL 33401 JEREMY JOHNSON PRESIDENT 5618324164 2024-10-29 1 1 WALT MAXWELL P00186333 5617989988 2024-10-29 2023 2024-10-15 13:58:12Z 300 N DIXIE HIGHWAY 471 WEST PALM BEACH FL 33401 145616 0 X WWW.PBCHISTORY.ORG X 1937 FL THE SOCIETY'S PRIMARY FOCUS IS TO STIMULATE PUBLIC APPRECIATION FOR THE RICH HISTORY AND CULTURAL HERITAGE OF PALM BEACH COUNTY, TO OPERATE THE RICHARD AND PAT JOHNSON PALM BEACH COUNTY HISTORY MUSEUM, TO PERFORM RESEARCH, AND TO DISCOVER, COLLECT AND PRESERVE BOOKS, DOCUMENTS, PICTURES, WORKS OF ART, OBJECTS AND OTHER ORIGINAL SOURCE MATERIAL ON FLORIDA HISTORY AND TO MAKE AVAILABLE SUCH WORKS TO ITS MEMBERS AND TO THE PUBLIC FOR EDUCATIONAL PURPOSES. 23 23 0 0 878 0 857411 109400 70546 1879 -13535 15012 329999 19268 1244421 145559 0 0 0 0 790972 142256 0 0 9995 496984 144613 1287956 286869 -43535 -141310 4818297 4943845 67325 303129 4750972 4640716 X TO COLLECT, PRESERVE AND MAKE ACCESSIBLE TO RESEARCHERS AND THE GENERAL PUBLIC ARTIFACTS AND MATERIALS THAT HELP TELL THE STORY OF THE HISTORY OF PALM BEACH COUNTY, AND TO STIMULATE PUBLIC APPRECIATION FOR THE RICH HISTORY AND CULTURAL HERITAGE OF PALM BEACH COUNTY. 0 0 213265 1879 THE SOCIETY MAINTAINS AND OPERATES A LARGE ARCHIVE ON THE HISTORY OF PALM BEACH COUNTY AND FLORIDA, INCLUDING OVER FOUR MILLION PHOTOGRAPHIC IMAGES; MAPS, NEWSPAPERS, JOURNALS, PERIODICALS, ARCHITECTURAL DRAWINGS, AND RESEARCH FILES; AND ARTIFACTS. THE SOCIETY PROVIDES AN ON-SITE RESEARCH FACILITY, ACCESSIBLE BY THE PUBLIC, AND ACTIVELY DOCUMENTS THE PEOPLE AND EVENTS THAT HAVE SHAPED OUR COMMUNITY.TO FULFILL ITS MISSION, THE SOCIETY PROVIDES A VARIETY OF EDUCATIONAL PROGRAMS AND INITIATIVES IN SCHOOLS AND OUT IN THE COMMUNITY, AS WELL AS COMMUNITY-BASED SPECIAL PROJECTS AND PROGRAMS. THESE INCLUDE, BUT ARE NOT LIMITED TO FAMILY EVENTS, GROUP TOURS, LECTURE SERIES, SPECIAL EXHIBITIONS AND TRAVELING EXHIBITIONS HELD BOTH WITHIN THE RICHARD AND PAT JOHNSON PALM BEACH COUNTY HISTORY MUSEUM AND THROUGHOUT THE COUNTY. THE SOCIETY PLACES A SIGNIFICANT EMPHASIS ON THE EDUCATION OF SCHOOL CHILDREN THROUGH SCHOOL TOURS, COMPREHENSIVE HANDS-ON CLASSROOM PROJECTS, SUPPLEMENTAL CLASSROOM MATERIALS FOR FOURTH AND SEVENTH GRADES, CURRICULUM GUIDES FOR FACULTY AND STUDENTS, AND INTENSIVE TEACHER TRAINING. THESE PROJECTS AND INITIATIVES ENABLE THE HISTORICAL SOCIETY TO BUILD AN UNDERSTANDING AND APPRECIATION OF LOCAL HISTORY IN OUR CHILDREN.THE RICHARD AND PAT JOHNSON PALM BEACH COUNTY HISTORY MUSEUM IS MAINTAINED AND OPERATED BY THE HISTORICAL SOCIETY. THE MUSEUM OFFERS EXTENSIVE STATIC AND INTERACTIVE PERMANENT EXHIBITIONS AND A GALLERY FOR ROTATING EXHIBITIONS CURATED WITH THE INTENT TO ENRICH THE LIVES OF CHILDREN AND ADULTS BY MAKING LOCAL HISTORY ACCESSIBLE, INTERESTING AND MEANINGFUL. SINCE OPENING IN 2008, MORE THAN 185,736 INDIVIDUALS HAVE ENJOYED THE MUSEUM, FREE OF CHARGE. 213265 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SHARON POSS 5618324164 300 N DIXIE HWY 471 WEST PALM BEACH FL 33401 X RICHARD S JOHNSON JR BOARD CHAIR 4.00 X X 0 0 0 MARK STEVENS FIRST VICE CHAIR 4.00 X X 0 0 0 JOSEPH CHASE SECRETARY 4.00 X X 0 0 0 THOMAS BURNS TREASURER 4.00 X X 0 0 0 JEFFREY ALDERTON GOVERNANCE COMMITTEE CHAIR 2.00 X 0 0 0 MARIA ANTUNA PROGRAM COMMITTEE CHAIR 2.00 X 0 0 0 JOHN P ARCHER ARCHIVES COMMITTEE CHAIR 2.00 X 0 0 0 LAUREL BAKER DIRECTOR 2.00 X 0 0 0 HAMPTON BEEBE DIRECTOR 2.00 X 0 0 0 CHERYL BURKHARDT DIRECTOR 2.00 X 0 0 0 SHARON DALEY DIRECTOR 2.00 X 0 0 0 GEORGE L FORD III MEMBER AT LARGE 2.00 X 0 0 0 MARY FREITAS MEMBER AT LARGE 2.00 X 0 0 0 ALEX GRISWOLD DIRECTOR 2.00 X 0 0 0 THE HONORABLE BRADLEY HARPER DIRECTOR 2.00 X 0 0 0 SCOTT JOHNSON DIRECTOR 2.00 X 0 0 0 PENNY MURPHY MEMBER AT LARGE 2.00 X 0 0 0 STEPHEN RICHMAN DIRECTOR 2.00 X 0 0 0 ANDREW SCIAME DIRECTOR 2.00 X 0 0 0 MARY WEISS DIRECTOR 2.00 X 0 0 0 VERNIQUE WILLIAMS DIRECTOR 2.00 X 0 0 0 ALISHA R WINN DIRECTOR 2.00 X 0 0 0 JEREMY JOHNSON PRESIDENT & CEO 40.00 X 0 0 0 0 0 0 0 0 0 0 0 35785 73615 109400 CHARGES FOR SERVICES 611710 1879 1879 1879 15012 15012 698 698 17692 0 17692 17692 935 57 878 878 145559 1879 878 33402 24573 19904 2949 1720 109624 88796 13154 7674 8059 6528 967 564 26029 26029 7552 164 7388 1240 1141 62 37 3373 3373 39049 39049 1709 1709 MUSEUM EXPENSE 54211 54211 PROGRAM EXPENSE 3071 3071 BANK AND CREDIT CARD FE 2445 2405 40 RESEARCH 2005 2005 3929 3929 286869 213265 63609 9995 777375 753959 255783 709673 651855 25375 56578 29692 24785 6291 5527 2297248 1772322 563655 524926 2389290 2640790 11163 12999 50000 272426 4818297 4943845 67325 71293 0 231836 67325 303129 X 2243911 2621783 2507061 2018933 4750972 4640716 4818297 4943845 -141310 31054 0 X 0 0 0 X 645523 709774 710693 857411 109400 3032801 24766 57759 63428 79763 1879 227595 670289 767533 774121 937174 111279 3260396 0 0 0 3260396 64965 45026 107364 96802 15710 329867 64965 45026 107364 96802 15710 329867 5040 5174 4358 8587 878 24037 168002 84252 380076 319023 17692 969045 908296 901985 1265919 1361586 145559 4583345 0.71140 0.71650 0.07200 0.07070 X PART III, SHORT YEAR EXPLANATION: THE TAXPAYER IS ADJUSTING ITS ACCOUNTING PERIOD TO MORE ACCURATELY ALIGN WITH ITS OPERATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 1225000 1225000 1225000 1225000 1225000 1225000 1225000 1225000 1225000 1225000 1.00000 0 0 1111057 597171 513886 110890 99850 11040 1075301 1075301 0 524926 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 50000 RIGHT-OF-USE - OPERATING LEASE 222426 272426 LEASE LIABILITY - OPERATING LEASE 231836 231836 PART III, LINE 1A: DONATIONS OF HISTORICAL ARTIFACTS ARE NOT RECORDED IN THE FINANCIAL STATEMENTS. ARTIFACTS REPRESENT DOCUMENTS, PICTURES, BOOKS, WORKS OF ART, FURNITURE AND OTHER HISTORICAL TREASURES. THESE COLLECTIONS ARE NOT HELD FOR SALE. THEY ARE PROTECTED AND PRESERVED AND HELD FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. ANY PROCEEDS DERIVED FROM THEIR USE ARE USED TO ACQUIRE, MAINTAIN AND PRESERVE THE COLLECTION. PART III, LINE 4: IN 1937, THE HISTORICAL SOCIETY OF PALM BEACH COUNTY ACCEPTED THE FIRST DONATIONS INTO ITS PERMANENT COLLECTION. TODAY THE HISTORICAL SOCIETY'S LIBRARY IS COMPRISED OF SEVERAL THOUSAND BOOKS, PUBLISHED IN ENGLISH, SPANISH, FRENCH AND GERMAN, ON THE HISTORY OF PALM BEACH COUNTY, FLORIDA, AND THE CARIBBEAN. PART V, LINE 4: THE MUSEUM ENDOWMENT OF $1,000,000 WAS RECEIVED IN EQUAL INSTALLMENTS OF $200,000 IN CALENDAR YEARS ENDED DECEMBER 31, 2009; DECEMBER 31, 2010; DECEMBER 31, 2011; DECEMBER 31, 2012 AND DECEMBER 31, 2013. INCOME FROM THE MUSEUM ENDOWMENT, NOT EXCEEDING 4.50% OF THE TRAILING 3-YEAR AVERAGE ENDOWMENT BALANCE, SHALL BE USED FOR THE GENERAL OPERATION OF THE MUSEUM. ANY GAINS OR INTEREST ON THE MUSEUM ENDOWMENT IN EXCESS OF 4.5% PER ANNUM SHALL BE ADDED TO THE PRINCIPAL OF THE MUSEUM ENDOWMENT. IN JUNE 2017, THE ORGANIZATION TRANSFERRED ASSETS TOTALING $25,000 TO THE COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES, INC. (THE "FOUNDATION") WHICH IS HOLDING THEM AS AN ENDOWED COMPONENT FUND FOR THE BENEFIT OF THE SOCIETY. THE CONTRIBUTION WAS MATCHED THROUGH THE JAMES AUGUSTINE PONCE ENDOWMENT WITH ANOTHER $25,000 FROM THE COMMUNITY FOUNDATION, BRINGING THE SOCIETY'S FUND TOTAL TO $50,000, WHICH ARE PERMANENTLY RESTRICTED. THE SOCIETY HAS GRANTED THE COMMUNITY FOUNDATION VARIANCE POWER WHICH GIVES THE COMMUNITY FOUNDATION'S BOARD OF TRUSTEES THE POWER TO USE THE FUND FOR OTHER PURPOSES IN CERTAIN CIRCUMSTANCES. THE FUND IS SUBJECT TO THE COMMUNITY FOUNDATION'S INVESTMENT AND OPERATING POLICIES. INCOME FROM THE COMMUNITY FOUNDATION ENDOWMENT SHALL BE USED FOR THE GENERAL OPERATIONS OF THE MUSEUM. THE HISTORY ON-LINE ENDOWMENT OF $175,000 WAS RECEIVED IN INSTALLMENTS OF $60,000, $60,000 AND $55,000 IN DECEMBER 2008, 2009, AND 2010, RESPECTIVELY. INCOME FROM THE HISTORY ON-LINE ENDOWMENT IS TO BE USED TO MANAGE, MAINTAIN AND ENRICH THE CONTENT OF THE WEB-BASED HISTORY PROGRAM, PALM BEACH COUNTY HISTORY ON-LINE, THAT IS AVAILABLE TO ALL, AND USED EXTENSIVELY BY STUDENTS WITHIN PALM BEACH COUNTY. X X X X X 0 ARCHIVAL EVENING 5000 5000 YOUNG FRIENDS ACTIVITIES 7025 7025 4 5667 5667 17692 17692 17692 X X 0 0 0 0 0 0 0 0 0 FORM 990, PAGE 1 - CHANGE OF ACCOUNTING PERIOD THE BOARD AND MANAGEMENT OF THE HISTORICAL SOCIETY ELECTED TO CHANGE THE HISTORICAL SOCIETY'S FISCAL YEAR-END FROM APRIL 30 TO JUNE 30, EFFECTIVE JUNE 30, 2023 TO MORE ACCURATELY ALIGN WITH ITS OPERATIONS. AS A RESULT OF THIS CHANGE AND LIMITED STAFFING AT THE HISTORICAL SOCIETY, THE PREPARATION OF THE SHORT YEAR RETURN FOR PERIOD MAY 1, 2023 THRU JUNE 30, 2023 WAS DELAYED. WE RESPECTFULLY REQUEST AN ABATEMENT OF PENALTIES FOR LATE FILING BASED ON THESE FACTS. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THERE ARE SEVERAL TYPES OF MEMBERSHIPS IN THE SOCIETY WITH DIFFERING COSTS AND BENEFITS (I.E. INDIVIDUAL, FAMILY, CORPORATE, ETC.) BUT EACH MEMBER RECEIVES ONE VOTE REGARDLESS OF MEMBERSHIP TYPE. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - MEMBERS PRESENT AT THE ANNUAL MEETING VOTE FOR OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - A DRAFT OF THE 990 IS DISTRIBUTED TO THE FINANCE AND EXECUTIVE COMMITTEE, REVIEWED BY THE CHAIRMAN AND TREASURER AND MADE AVAILABLE TO THE REMAINING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST, IF ANY, ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT/CEO AND THE CHAIRMAN OF THE BOARD AND DISCUSSED AT BOARD MEETINGS. THE CONFLICT OF INTEREST POLICY IS DISCUSSED ANNUALLY WITH BOARD MEMBERS AT THE BOARD ORIENTATION MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS COMPARABLE INDUSTRY SALARIES AND SOLICITS INFORMATION FROM EXECUTIVE RECRUITERS. FULL BOARD APPROVAL IS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.