Historic Hudson Valley
- Assets
- $88.4m
- Revenue
- $19.0m
- Investments
- $23.7m
- Employees
- 155
- Location
- Pocantico Hills, NY
- Founding
- 07/1992
- Data as of
- 12/2021
- EIN
- 13-1692606
Organization Overview
Historic Hudson Valley is located in Pocantico Hills, NY. The organization was established in 1992. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Historic Hudson Valley employed 155 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Historic Hudson Valley is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Historic Hudson Valley generated $19.0m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.2% each year . All expenses for the organization totaled $13.4m during the year ending 12/2021. While expenses have increased by 2.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
HHV CELEBRATES THE HISTORY AND CULTURE OF THE HUDSON VALLEY.
Describe the Organization's Program Activity:
BUILDINGS, GROUNDS AND SECURITY:RESTORATION AND PRESERVATION OF NATIONALLY SIGNIFICANT BUILDINGS AND LANDSCAPES, AS WELL AS MAINTAINING VISITOR CENTERS AND PUBLIC EDUCATION AND RESEARCH FACILITIES.
INTERPRETATION, EDUCATION AND CULTURAL EVENTS:EDUCATION AND PUBLIC PROGRAMMING TO ADVANCE AND DISSEMINATE KNOWLEDGE AND UNDERSTANDING OF THE HISTORY AND CHARACTER OF THE HUDSON VALLEY. DURING 2021, 215,718 VISITORS CAME TO THE HISTORIC SITES FOR TOURS AND SEASONAL FESTIVALS AND 2,437 STUDENTS AND EDUCATORS ATTENDED VIRTUAL TOURS AND EDUCATIONAL PROGRAMS ONLINE.
DIGITAL PROGRAMS, CURATORIAL AND LIBRARY:CARE AND CONSERVATION OF ARTIFACT COLLECTIONS AND LIBRARY AND RESEARCH FOR PUBLICATION AND USE BY SCHOLARS AND IN VARIOUS ON-SITE AND WEB-BASED PROGRAMS.
MARKETING, PUBLIC RELATIONS AND NEW MEDIA, AND MUSEUM SHOPS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Waddell W Stillman President | Officer | 35 | $517,362 |
Peter Pockriss Senior Vice President | Officer | 35 | $224,481 |
Rob Schweitzer VP Communications & Commerce | Officer | 35 | $176,137 |
Elizabeth Bradley VP Programs And Enagagement | Officer | 35 | $162,027 |
Lynda Jones VP Human Resources | Officer | 35 | $160,663 |
Jennifer Kovalskaya Controller | 35 | $151,230 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Manpower Inc Contracted Labor | 12/30/21 | $339,254 |
Frost Productions Event Production | 12/30/21 | $447,632 |
Technical Directions Event Production | 12/30/21 | $413,143 |
Propark America New York Parking Service | 12/30/21 | $383,264 |
Abbott & Price Inc Construction | 12/30/21 | $790,875 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $133,490 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $2,809,886 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,003,369 |
| Noncash contributions included in lines 1a–1f | $49,827 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,946,745 |
| Total Program Service Revenue | $8,393,180 |
| Investment income | $1,054,048 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $88,460 |
| Net Gain/Loss on Asset Sales | $5,078,770 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $391,353 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $19,006,453 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,256,647 |
| Compensation of current officers, directors, key employees. | $819,193 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,916,106 |
| Pension plan accruals and contributions | $220,056 |
| Other employee benefits | $214,894 |
| Payroll taxes | $351,088 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $225,907 |
| Fees for services: Accounting | $93,436 |
| Fees for services: Lobbying | $47,200 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $192,203 |
| Fees for services: Other | $2,118,834 |
| Advertising and promotion | $232,095 |
| Office expenses | $217,286 |
| Information technology | $105,323 |
| Royalties | $0 |
| Occupancy | $372,497 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $74,991 |
| Interest | $239,085 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,051,700 |
| Insurance | $269,868 |
| All other expenses | $66,905 |
| Total functional expenses | $13,376,980 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $975,869 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $149,996 |
| Accounts receivable, net | $441,076 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $245,518 |
| Prepaid expenses and deferred charges | $161,737 |
| Net Land, buildings, and equipment | $25,770,406 |
| Investments—publicly traded securities | $35,791,572 |
| Investments—other securities | $23,677,212 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,148,087 |
| Total assets | $88,361,473 |
| Accounts payable and accrued expenses | $720,155 |
| Grants payable | $0 |
| Deferred revenue | $119,707 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $5,466,890 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $741,565 |
| Total liabilities | $7,048,317 |
| Net assets without donor restrictions | $44,932,833 |
| Net assets with donor restrictions | $36,380,323 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $88,361,473 |
Grants Recieved
Over the last fiscal year, we have identified 9 grants that Historic Hudson Valley has recieved totaling $158,757.
| Awarding Organization | Amount |
|---|---|
Artswestchester Inc White Plains, NY PURPOSE: TO PROVIDE SUPPORT FOR ARTS ORGANIZATIONS IN WESTCHESTER COUNTY. TO MAKE AVAILABLE AFFORDABLE AND ACCESSIBLE CULTURAL SERVICES AND/OR PROGRAMS TO WESTCHESTER RESIDENTS. | $47,500 |
Rockefeller Philanthropy Advisors Inc New York, NY PURPOSE: GENERAL | $41,000 |
Peggy N & Roger G Gerry Charitable Trust Pittsburgh, PA PURPOSE: GENERAL OPERATING PURPOSES | $25,000 |
Elkes Foundation Iii New York, NY PURPOSE: CHARITABLE | $25,000 |
Verizon Foundation Basking Ridge, NJ PURPOSE: SHE-MERCHANT: MARGARET HARDENBROECK PHILIPSES LIFE AND CAREER | $10,000 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $5,157 |
Endowment Analysis
| Beg. Balance | $33,258,083 |
| Earnings | $3,802,320 |
| Other Expense | $1,223,843 |
| Ending Balance | $35,836,560 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
New York Historical Society New York, NY | $208,003,318 | $56,360,280 |
John E Andrus Memorial Inc Hastingsonhudson, NY | $34,101,989 | $32,146,743 |
Seventh Regiment Armory Conservancy Inc New York, NY | $306,083,724 | $25,857,761 |
American Society For Yad Vashem Inc New York, NY | $98,978,221 | $39,756,518 |
Friends Of The High Line Inc New York, NY | $106,621,000 | $20,114,000 |
World Monuments Fund Inc New York, NY | $56,711,356 | $20,259,179 |
Historic Hudson Valley Pocantico Hills, NY | $88,361,473 | $19,006,453 |
New England Historic Genealogical Society Inc Boston, MA | $58,526,477 | $13,569,592 |
Connecticut Trust For Historic Preservation Hamden, CT | $2,880,357 | $12,511,714 |
The Fort Ticonderoga Association Inc Ticonderoga, NY | $22,583,346 | $10,084,437 |
Historical Society Of Western Pennsylvania Pittsburgh, PA | $61,152,096 | $7,849,869 |
The Josef And Anni Albers Foundation Inc Bethany, CT | $32,115,057 | $7,525,828 |