2025-11-14T16:33:34-06:00 2024-12-31 141555429 UHY ADVISORS NORTHEAST INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2024-01-01 141343061 ALBANY INSTITUTE OF HISTORY AND ART ALBA 5184634478 125 WASHINGTON AVENUE ALBANY NY 12210 KAYLA CARLSEN EXECUTIVE DIRECTOR 5184634478 2025-11-14 1 1 XIAOQIANG ZHANG P01577994 5184493166 2025-11-14 2024 2025-03-06 01:10:19Z KAYLA CARLSEN 125 WASHINGTON AVENUE ALBANY NY 12210 3229048 0 X ALBANYINSTITUTE.ORG X 1791 NY REGIONAL MUSEUM FOR ALBANY AND THE UPPER HUDSON VALLEY REGION OF NEW YORK. 23 23 23 23 0 0 913511 1600455 119368 114498 101852 70412 84508 90123 1219239 1875488 0 0 0 0 926522 1031406 0 0 478473 1277469 1356638 2203991 2388044 -984752 -512556 11390992 11407751 897798 847988 10493194 10559763 A REGIONAL MUSEUM, FOUNDED IN 1791, DEDICATED TO COLLECTING, PRESERVING, INTERPRETING AND PROMOTING INTEREST IN THE HISTORY, ART AND CULTURE OF ALBANY AND THE UPPER HUDSON VALLEY REGION OF NEW YORK STATE. 0 0 1502823 168310 THE INSTITUTE MAINTAINS A YEAR-ROUND MUSEUM EXHIBIT, PROVIDES EDUCATIONAL ART CLASSES, NEW YORK STATE CULTURAL INFORMATION AND ACTIVITIES TO ITS MEMBERS AND THE GENERAL PUBLIC. 1502823 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 38 0 1 23 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X THE ORGANIZATION 5184634478 125 WASHINGTON AVENUE ALBANY NY 12210 WALLACE ALTES TRUSTEE 2.50 X 0 0 0 CHRISTIAN BENDER TRUSTEE 2.50 X 0 0 0 DANIEL BUTTERWORTH TRUSTEE 2.50 X 0 0 0 PRENTISS CARNELL TRUSTEE 2.50 X 0 0 0 DOUGLAS COHN TRUSTEE 2.50 X 0 0 0 KEITH CUNNINGHAM TRUSTEE 2.50 X 0 0 0 GERALDINE GOLUB TRUSTEE 2.50 X 0 0 0 DENISE GORMAN TRUSTEE 2.50 X 0 0 0 MEHAK JAMIL TRUSTEE 2.50 X 0 0 0 ELLEN JABBUR TRUSTEE 2.50 X 0 0 0 ROBERT KRACKELER TRUSTEE 2.50 X 0 0 0 DARIA MALLIN TRUSTEE 2.50 X 0 0 0 CHRISTINE MILES TRUSTEE 2.50 X 0 0 0 MARCIA MOSS TRUSTEE 2.50 X 0 0 0 VICARY THOMAS TRUSTEE 2.50 X 0 0 0 MIRIAM TREMENTOZZI TRUSTEE 2.50 X 0 0 0 JOHN G WALSH III TRUSTEE 2.50 X 0 0 0 MICHAEL D ZAHLER ESQ TRUSTEE 2.50 X 0 0 0 GEORGE R HEARST III CHAIR 2.50 X X 0 0 0 ALAN P GOLDBERG VICE CHAIR 2.50 X X 0 0 0 LEIGH METZGER TREASURER 2.50 X X 0 0 0 LINDA JACKSON-CHALMERS SECRETARY & CO-CHAIR, DEAI 2.50 X X 0 0 0 F MICHAEL TUCKER IMMEDIATE PAST CHAIR 2.50 X X 0 0 0 WILLIAM D MCCOMBS EXECUTIVE DIRECTOR 40.00 X 87474 0 0 KAYLA CARLSEN EXECUTIVE DIRECTOR 40.00 X 63140 0 0 150614 0 0 0 0 0 0 0 204500 1395955 277578 1600455 MEMBERSHIPS 711130 114498 114498 114498 38131 38131 1253934 1221653 32281 32281 32281 103584 67273 36311 36311 118446 64634 53812 53812 1875488 168310 0 106723 X 150614 99048 11227 40339 695105 457122 51814 186169 13696 9007 1021 3668 104661 68829 7801 28031 67330 44278 5019 18033 44532 11133 33399 406 406 245086 80425 147013 17648 48984 24492 24492 82708 27402 27904 27402 3279 1093 1093 1093 203426 157124 17507 28795 7800 2600 2600 2600 20144 20144 397005 293653 39078 64274 86788 64194 8543 14051 EXHIBIT PURCHASES & SUP 171518 152331 6396 12791 CREDIT CARD PROCESSING 16653 16653 MISCELLANEOUS 14986 5651 4689 4646 DUES AND MEMBERSHIPS 13323 4441 4441 4441 2388044 1502823 406748 478473 861387 426443 333037 641530 32980 35427 5749 15486126 9072798 6779099 6413328 3318390 3722244 40479 23729 25620 139301 11390992 11407751 168290 184988 8000 7500 691785 515000 29723 140500 897798 847988 X 6687410 6483592 3805784 4076171 10493194 10559763 11390992 11407751 -512556 467422 111703 0 X 0 1 X 1 0 X 1237383 1524911 1723241 913511 1600455 6999501 1237383 1524911 1723241 913511 1600455 6999501 2153387 4846114 36538 33606 46446 48525 38131 203246 82089 97491 53930 36004 36311 305825 7508572 1120830 0.64540 0.68630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 0 2585123 45019 379848 125000 2884990 2354661 97401 508061 375000 2585123 2911907 233500 -524425 266321 2354661 1986604 749915 254491 79103 2911907 1647859 274727 117518 53500 1986604 0.00000 1.00000 0.00000 0 0 14508059 8113363 6394696 978067 959435 18632 6413328 LEASE LIABILITIES 140500 140500 X 2586520 467422 111703 131907 711032 1875488 0 1875488 2631654 111703 131907 243610 2388044 0 2388044 PART III, LINE 1A: TEXT OF FINANCIAL STATEMENTS FOOTNOTE REGARDING COLLECTIONS: THE INSTITUTE'S COLLECTIONS ARE COMPRISED OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS: ENDOWMENT FUNDS ARE EXPENDED IN FURTHERANCE OF THE MISSION OF THE INSTITUTE, IN ACCORDANCE WHERE APPLICABLE WITH THE EXPRESSED WISHES OF THE DONORS, SUBJECT TO THE CONTINUAL SUPERVISION OF THE BOARD. PART X, LINE 2: FIN 48/ASC 740 FINANCIAL STATEMENTS NOTE REGARDING LIABILITY FOR UNCERTAIN TAX POSITIONS: THE INSTITUTE IS EXEMPT FROM INCOME TAX PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE INSTITUTE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE INCOME TAX POSITIONS TAKEN BY THE INSTITUTE FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE (1) THAT THE INSTITUTE CONTINUES TO BE EXEMPT FROM INCOME TAXES AND (2) THAT THE INSTITUTE DOES NOT HAVE UNRELATED BUSINESS INCOME THAT WOULD BE SUBJECT TO INCOME TAXES. THE INSTITUTE BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SHOP & CAFE EXPENSES 64,634. FUNDRAISING EXPENSES 67,273. PART XII, LINE 2D - OTHER ADJUSTMENTS: SHOP & CAFE EXPENSES 64,634. FUNDRAISING EXPENSES 67,273. X 11 277578 DAY'S AVERAGE QUOTE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCEDURE: THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE EXECUTIVE/FINANCE COMMITTEES BEFORE FINALIZATION. THE RETURN IS MADE AVAILABLE TO THE BOARD PRIOR TO FINALIZATION AND THEIR QUESTIONS AND CONCERNS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF POLICY PROCEDURES: OFFICERS AND EMPLOYEES ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO ACKNOWLEDGE ACCEPTANCE AND COMPLIANCE UPON HIRE AND AT LEAST ANNUALLY THEREAFTER. INDIVIDUALS SUBJECT TO ANY CONFLICT ARE REQUIRED TO RECUSE THEMSELVES FROM THE DELIBERATIVE AND DECISION-MAKING PROCESSES ON ANY MATTERS WHERE ANY CONFLICT MAY EXIST, AND TO FORMALLY REPORT THE EXISTENCE OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 OFFICER COMPENSATION PROCEDURES: FOR EXECUTIVE DIRECTOR POSITION, THE BOARD MAKES THE DECISION AND HR PROVIDES DATA. FOR OTHERS TOP OFFICIALS, THE EXECUTIVE DIRECTOR MAKES THE RECOMMENDATION TO THE BOARD AND HR PROVIDES DATA. FORM 990, PART VI, SECTION C, LINE 18 AVAILABILITY OF CERTAIN DOCUMENTS FOR PUBLIC INSPECTION: EXEMPTION DOCUMENTS AND ANNUAL RETURNS ARE AVAILABLE FOR INSPECTION UPON REQUEST. CERTAIN DOCUMENTS ARE ALSO AVAILALE TO THE PUBLIC AT THE WEBSITE OF THE NEW YORK STATE CHARITIES BUREAU AS PART OF THE INSTITUTE'S ANNUAL FILING. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC ACCESS TO CERTAIN ORGANIZATIONAL DOCUMENTS: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE GENERALLY NOT AVAILABLE TO THE PUBLIC, EXCEPT THE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE INSTITUTE'S ANNUAL REPORT TO THE NEW YORK STATE CHARITIES BUREAU AND ARE ACCESSIBLE BY THE PUBLIC THROUGH THE BUREAU'S WEBSITE. ANY OTHER REQUESTS FOR INFORMATION ARE CONSIDERED BY THE EXECUTIVE COMMITTEE. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 43,816. MANAGEMENT AND GENERAL EXPENSES 131,448. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,264. COMPUTER CONSULTING: PROGRAM SERVICE EXPENSES 12,335. MANAGEMENT AND GENERAL EXPENSES 12,335. FUNDRAISING EXPENSES 12,335. TOTAL EXPENSES 37,005. SECURITY: PROGRAM SERVICE EXPENSES 24,274. MANAGEMENT AND GENERAL EXPENSES 3,230. FUNDRAISING EXPENSES 5,313. TOTAL EXPENSES 32,817.