2026-01-23T11:04:47-06:00 2025-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2024-07-01 596158821 THE HISTORICAL SOCIETY OF PALM BEACH COUNTY INC HIST 5618324164 300 N DIXIE HIGHWAY 471 WEST PALM BEACH FL 33401 JEREMY JOHNSON PRESIDENT & CEO 5618324164 2026-01-23 1 1 WALT MAXWELL P00186333 5617989988 2026-01-23 2024 2025-03-06 01:10:19Z 300 N DIXIE HIGHWAY 471 WEST PALM BEACH FL 33401 2315348 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. 22 22 11 41 0 0 1604954 1418789 361146 364576 89870 102143 -182238 25735 1873732 1911243 0 0 0 0 945772 972857 0 0 77061 845989 830192 1791761 1803049 81971 108194 5100437 5359089 206363 124993 4894074 5234096 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 1513865 376279 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 200,276 INDIVIDUALS HAVE ENJOYED THE MUSEUM, FREE OF CHARGE.THE HISTORICAL SOCIETY OF PALM BEACH COUNTY WAS SELECTED BY THE SCHOOL DISTRICT OF PALM BEACH COUNTY TO PARTICIPATE IN THE DISTRICT FUNDED COMMUNITY FIELD TRIP EXPERIENCE. THIS EXHIBIT WILL BE ON DISPLAY YEAR ROUND AT THE RICHARD AND PAT JOHNSON PALM BEACH COUNTY HISTORY MUSEUM AS PART OF ITS DESIGNATION AS A HOLOCAUST EDUCATION SITE. THE HISTORICAL SOCIETY OF PALM BEACH COUNTY HONORS AND RECOGNIZES HERITAGE MONTHS THROUGHOUT THE YEAR WITH INCLUSIVE PROGRAMMING, COMMUNITY ENGAGEMENT INITIATIVES, DISCUSSIONS AND EXHIBITIONS THAT HONOR THE HISTORIES AND CONTRIBUTIONS OF THE COMMUNITY WE SERVE. 1513865 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 11 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SHARON POSS 5618324164 300 N DIXIE HWY 471 WEST PALM BEACH FL 33401 RICHARD S JOHNSON JR BOARD CHAIR 4.00 X X 0 0 0 JEFFREY ALDERTON FIRST VICE CHAIR 4.00 X X 0 0 0 PENNY MURPHY SECRETARY 4.00 X X 0 0 0 THOMAS BURNS TREASURER 4.00 X X 0 0 0 JOHN P ARCHER BOARD GOVERNOR 2.00 X 0 0 0 LAUREL BAKER BOARD GOVERNOR 2.00 X 0 0 0 HAMPTON BEEBE BOARD GOVERNOR 2.00 X 0 0 0 BILL BONE BOARD GOVERNOR 2.00 X 0 0 0 CHERYL BURKHARDT BOARD GOVERNOR 2.00 X 0 0 0 JOSEPH CHASE BOARD GOVERNOR 2.00 X 0 0 0 GEORGE L FORD III BOARD GOVERNOR 2.00 X 0 0 0 ALEX GRISWOLD BOARD GOVERNOR 2.00 X 0 0 0 DANIEL HOSTETTLER BOARD GOVERNOR 2.00 X 0 0 0 SCOTT JOHNSON BOARD GOVERNOR 2.00 X 0 0 0 STACEY LEULIETTE BOARD GOVERNOR 2.00 X 0 0 0 HARRIS LEVITT BOARD GOVERNOR 2.00 X 0 0 0 STEPHEN RICHMAN BOARD GOVERNOR 2.00 X 0 0 0 ANDREW SCIAME BOARD GOVERNOR 2.00 X 0 0 0 MARICELLA TORRES BOARD GOVERNOR 2.00 X 0 0 0 MARY WEISS BOARD GOVERNOR 2.00 X 0 0 0 VERNIQUE WILLIAMS BOARD GOVERNOR 2.00 X 0 0 0 SARAH WETENHALL BOARD GOVERNOR 2.00 X 0 0 0 JEREMY JOHNSON CHIEF EXECUTIVE OFFICER 40.00 X 203161 0 13536 TAYLOR MATERIO CHIEF DEVELOPMENT OFFICER 40.00 X 145767 0 0 348928 0 13536 2 0 1 0 0 562500 203330 652959 1418789 MEMBERSHIP INCOME 611710 304649 304649 CHARGES FOR SERVICES 611710 59927 59927 364576 102143 102143 1665 1665 413007 562500 400640 12367 12367 15168 3465 11703 11703 1911243 376279 0 116175 279041 226023 33485 19533 572991 464123 68759 40109 15176 12293 1821 1062 41497 33612 4980 2905 64152 51963 7698 4491 37899 37899 343 343 93036 93036 55070 2078 52992 55501 51061 2775 1665 26359 26359 42040 40913 1127 21901 21901 MUSEUM EXPENSE 379535 379535 RESEARCH 34512 34512 PROGRAM EXPENSE 27662 27662 BANK AND CREDIT CARD FE 20629 20385 244 35705 28409 7296 1803049 1513865 212123 77061 689677 676509 118312 400791 596355 541912 55500 55306 34991 35960 5527 14869 2287182 1842427 484760 444755 2905332 3052122 11640 14821 198343 122044 5100437 5359089 48048 46368 158315 78625 206363 124993 X 2969219 3350206 1924855 1883890 4894074 5234096 5100437 5359089 108194 231828 0 X X 0 1 X 1 0 X 709774 710693 857411 1714354 1418789 5411021 57759 63428 79763 363025 379744 943719 767533 774121 937174 2077379 1798533 6354740 0 0 0 6354740 45026 107364 96802 105884 103808 458884 45026 107364 96802 105884 103808 458884 5174 4358 8587 11984 0 30103 84252 380076 319023 17692 12367 813410 901985 1265919 1361586 2212939 1914708 7657137 0.82990 0.78590 0.05990 0.06320 X 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 1111054 671239 439815 100827 95887 4940 1075301 1075301 0 444755 LEASE LIABILITY - OPERATING LEASE 78625 78625 X 2212243 231828 66050 3465 301343 1910900 343 343 1911243 1872221 66050 3465 69515 1802706 343 343 1803049 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. PART X, LINE 2: THE SOCIETY IS A TAX-EXEMPT, NOT-FOR-PROFIT CORPORATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS PRIOR TO 2022. THE SOCIETY EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE SOCIETY HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP - COST OF GOODS SOLD 3,465. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP - COST OF GOODS SOLD 3,465. X X X X X 0 ARCHIVAL EVENING 384450 284500 99950 137054 YOUNG FRIENDS ACTIVITIES 223730 58500 165230 146148 3 367327 219500 147827 117438 975507 562500 413007 400640 400640 12367 X X X 0 0 0 0 0 0 0 0 0 JEREMY JOHNSON CHIEF EXECUTIVE OFFICER 173122 0 0 0 30039 0 0 0 13536 0 216697 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 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 ALL OFFICERS AND DIRECTORS ARE VOTED ON BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 11B 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. THE EXECUTIVE COMMITTEE ACCEPTS AND APPROVES THE RECOMMENDATION OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.