irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $2.44MBUILDINGS, GROUNDS AND SECURITY:RESTORATION AND PRESERVATION OF NATIONALLY SIGNIFICANT BUILDINGS AND LANDSCAPES, AS WELL AS MAINTAINING VISITOR CENTERS AND PUBLIC EDUCATION AND RESEARCH FACILITIES.
- #2 $1.20MDIGITAL 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.
named programs · 3 · from sources
What they call their work
Digital Programs, Curatorial and Library
Care, conservation, and research of artifact collections and library materials used in on-site and web-based programs and scholarly publications
Interpretation, Education and Cultural Events
Public programming including on-site tours, school education programs, seasonal festivals, and virtual educational offerings for students and educators
Restoration and Preservation
Restoration and maintenance of nationally significant historic buildings, landscapes, visitor centers, and public education facilities
activities · 8 groups
What they do
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Historical and Genealogical Research 1 activity
- Conducts research on northern slavery and its legacyEngages in ongoing scholarly research and conference participation to advance interpretation of northern slavery and its historical impact, supporting educational programming and public understanding.
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History Education Curriculum Development 1 activity
- Creates digital educational contentDevelops and distributes digital educational materials such as the interactive graphic novel 'Kofi’s Fire: A Spark of Resistance,' based on historical records of the 1741 New York Conspiracy, to support learning about colonial slavery.
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Guided Historic Site Tours 1 activity
- Hosts guided and self-guided historic site toursOffers guided and self-guided tours at historic properties including Philipsburg Manor, Sunnyside, and the Union Church of Pocantico Hills, interpreting colonial life, enslaved communities, Washington Irving’s legacy, and significant artistic works such as stained-glass windows by Chagall and Matisse.
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Literary Events & Workshops 1 activity
- Hosts literary and community eventsOrganizes public literary events including readings and open mics to engage the community with regional history and storytelling traditions.
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Historic Building Restoration and Preservation 1 activity
- Preserves and maintains historic sites and collectionsOwns, restores, and preserves nationally significant historic buildings, landscapes, artifact collections, and archival materials, including nearly 8,000 decorative arts objects, 4,000 rare books, 5,000 manuscripts, and a 17,000-title library focused on Hudson Valley history.
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Experimental Circus and Immersive Theater Production 1 activity
- Produces seasonal immersive theatrical eventsStages large-scale, immersive theatrical experiences such as The Great Jack O’Lantern Blaze, The Headless Horseman Files, and An Audience with Poe, featuring live performers, themed environments, sound-and-light effects, and original storytelling, primarily during fall and Halloween seasons.
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Historic Site Public Programming 1 activity
- Provides on-site and virtual educational programmingDelivers educational programs including school field trips, teacher workshops, and virtual offerings on topics such as northern slavery, colonial life, and Hudson Valley history, reaching over 215,000 visitors and thousands of students annually.
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Uncategorized 2 activities
- Hosts live performances of The Legend of Sleepy HollowProduces annual outdoor dramatic performances of Washington Irving’s 'Legend of Sleepy Hollow' at Sunnyside estate from October 2 to October 31, featuring storytelling, live music, costumed characters including the Headless Horseman, and sound effects.
- Offers research fellowships and access to archival resourcesProvides summer research fellowships with stipends and access to library, archives, collections, and expert staff at the Regional History Center in Tarrytown for students researching women's history in the Hudson River Valley.
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financials · form 990 · fy2024
revenue
Total revenue$14.67M
Contributions & grants$2.03M14%
Program service revenue$9.90M67%
Investment income$1.59M11%
Other revenue$1.14M
expenses
Total expenses$16.44M
Program expenses84%
Admin / overhead12%
Fundraising4%
Salaries & benefits$7.25M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$79.13M
Cash$1.68M
Investments$48.72M
Liabilities$6.14M
Net assets$72.99M
Liquid reserves36.8 mo
4 years on record · 2020–2024 · YoY revenue +22.1%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 9
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| WADDELL W STILLMAN | PRESIDENT | 35 | $585K |
| PETER POCKRISS | CHIEF OPERATING OFFICER | 35 | $293K |
| ROB SCHWEITZER | VP COMMUNICATIONS & COMMER | 35 | $218K |
| ELIZABETH BRADLEY | VP PROGRAMS AND ENGAGEMENT | 35 | $195K |
| JENNIFER KOVALSKAYA | CONTROLLER | 35 | $164K |
| MARGARET PHELAN | DIRECTOR OF DEVELOPMENT | 35 | $159K |
| NARAN JALLIM | DIRECTOR OF HUMAN RESOURCES | 35 | $154K |
| JONATHAN ARBITMAN | DIRECTOR OF INFORMATION TECHNOLOGY | 35 | $152K |
| RICHARD TORRES | DIR.OF BUILDINGS & GROUNDS | 35 | $130K |
board members · 16
- CHARLES P ROCKEFELLER — TRUSTEE
- ELIZABETH O'CONNELL — TRUSTEE
- ERIC BLAIR-JOANNOU — TRUSTEE
- GREGORY J RESSA — TRUSTEE
- HAROLD C EYLWARD — TRUSTEE
- JOEL W MOTLEY — TRUSTEE
- JOSEPH P COTTER — TRUSTEE
- KATHARINE CHAPMAN — TRUSTEE AND SECRETARY
- KENT L BARWICK — TRUSTEE
- KIMBERLY J HUCHRO — TRUSTEE AND VICE CHAIR
- LAURICE HAYNES — TRUSTEE
- LINDA HOLDEN-BRYANT — TRUSTEE
- MARK F ROCKEFELLER — TRUSTEE AND CHAIR OF THE EXEC. COMM.
- MELANIE DODSON — TRUSTEE
- STEVEN ELKES — TRUSTEE
- STUART WOODY — TRUSTEE
relationships · 23
Who they work with
- Blue Barn Rescue Partner — Collaborates on the Barnyard Bash event for a live animal meet and greet.
- Corporations Funder — Provides financial support to Historic Hudson Valley
- For the People and the Kids Partner — Collaborates on herbal sun tea making during the Seeds & Sprouts event.
- Foundations Funder — Provides financial support to Historic Hudson Valley
- Government agencies Government — Provides financial support to Historic Hudson Valley
- Hudson Valley Writers Center Partner — Collaborates on literary and community events.
- Jim Keyes Partner — Collaborates with musician Jim Keyes for live music and sound effects during performances of Irving’s ‘Legend’.
- Jonathan Kruk Partner — Collaborates with master storyteller Jonathan Kruk for live performances of The Legend of Sleepy Hollow.
- Jonathan Kruk Partner — Collaborates with master storyteller Jonathan Kruk for performances of Washington Irving's works, including 'The Legend of Sleepy Hollow'.
- Jonathan Kruk Partner — Collaborates with master storyteller Jonathan Kruk to perform dramatic renditions of The Legend of Sleepy Hollow.
- KoSankofa Partner — Leads a special drumming workshop during The Big Play Date event.
- Lyndhurst Partner — Co-listed as a nearby historic site, suggesting a regional partnership or collaborative visitor network.
- NY Sea Grant Partner — Provides special presentations on local waterways during the Wonderful Waterways event.
- New York State Department of Economic Development Government — Partner in producing Twilight Village at Sleepy Hollow under the I LOVE NEW YORK brand
- New York State Department of Economic Development Government — Produces events in partnership with I LOVE NEW YORK, a registered trademark of the New York State Department of Economic Development.
- New York State Department of Education Government — Chartered the organization as a 501(c)(3) nonprofit.
- Northern Slavery Collective Network — Founded and coordinated by Historic Hudson Valley to connect historic house museums interpreting slavery
- Nyack Pollinator Pathway Partner — Provides local honey for sampling during the Hive & Honey event.
- Philipsburg Manor Partner — Hosts events at Philipsburg Manor, using the historic site as a venue for public programming.
- Philipse Manor Hall Partner — Collaborates on colonial games during The Big Play Date event.
- Stone Barns Center Partner — Co-listed as a nearby site, indicating a regional partnership or collaborative visitor network.
- Van Cortlandt Manor Government — Hosts The Great Jack O'Lantern Blaze event at its historic site in Croton-on-Hudson, NY.
- Women’s History Institute Network — Trustee-directed initiative of Historic Hudson Valley focused on advancing women's history research and interpretation.
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Digital Engagement for Expanded Accessmethodology: digital_engagementBy delivering interpretive content through interactive digital tools, we increase accessibility and engagement for remote audiences because digital formats remove geographic and physical barriers to participation in cultural education.
- Education Through Community and Institutional Partnershipsmethodology: community-partnershipBy partnering with schools, youth organizations, and museum networks, we extend the reach and impact of historical education because collaborative networks amplify dissemination and improve program quality through shared research and leadership.
- Immersive Storytelling for Historical Engagementmethodology: immersive_historic_storytellingBy using immersive, multisensory, and theatrical storytelling in authentic historic settings, we deepen audience engagement with cultural and historical content because embodied, interactive experiences make history more relatable and memorable than passive observation.
- Research-Based Inclusive Interpretationmethodology: research-based_interpretationBy grounding historical interpretation in rigorous research and centering marginalized perspectives—such as those of enslaved people and women—we produce a more accurate and inclusive understanding of history because factual depth and representation increase public relevance and empathy.