Civic Intelligence

Lloyd Harbor Historical Society

EIN 11-2515511 • 501(c)3 • Huntington, NY

Profile

The lloyd harbor historical society works within the community to explore and preserve local history through education.

41 Lloyd Harbor RoadHuntington, NY 11743

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

59th percentile

3.0%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

147%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$155,669

Up $4,517 (+3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$155,669

Up $4,517 (+3.0%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin68th percentile

Revenue

Up

$33,833

Up $20,131 (+147%) from 2022

Expenses

Up

$29,316

Up $9,243 (+46%) from 2022

Net Income

Up

$4,517

Up $10,888 (+171%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2016: $214,019Liabilities 2016: $0Net Assets 2016: $214,0192016Assets 2017: $272,949Liabilities 2017: $0Net Assets 2017: $272,9492017Assets 2018: $243,375Liabilities 2018: $0Net Assets 2018: $243,3752018Assets 2019: $200,155Liabilities 2019: $0Net Assets 2019: $200,1552019Assets 2021: $173,526Liabilities 2021: $0Net Assets 2021: $173,5262021Assets 2022: $151,152Liabilities 2022: $0Net Assets 2022: $151,1522022Assets 2023: $155,669Liabilities 2023: $0Net Assets 2023: $155,6692023

Highlighted filing

2023

Assets$155,669
Liabilities$0
Net Assets$155,669
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2016: $94,640Expenses 2016: $60,710Net Income 2016: $33,9302016Revenue 2017: $68,140Expenses 2017: $9,210Net Income 2017: $58,9302017Revenue 2018: $58,537Expenses 2018: $88,111Net Income 2018: -$29,5742018Revenue 2019: $44,340Expenses 2019: $97,279Net Income 2019: -$52,9392019Revenue 2021: $4,349Expenses 2021: $7,993Net Income 2021: -$3,6442021Revenue 2022: $13,702Expenses 2022: $20,073Net Income 2022: -$6,3712022Revenue 2023: $33,833Expenses 2023: $29,316Net Income 2023: $4,5172023

Highlighted filing

2023

Revenue$33,833
Expenses$29,316
Net Income$4,517
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,669
Liabilities
$0
Net assets
$155,669
Revenue
$33,833
Expenses
$29,316
Net income
$4,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.34$0.29$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.14$0.20$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.44$0.97$0.53
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.59$0.88$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.68$0.09$0.59
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.95$0.61$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 9, 2024
Return Version
2023v5.0
Gross Receipts
$33,833
Mission and Program Overview

Mission

The lloyd harbor historical society works within the community to explore and preserve local history through education.

Program Services

DescriptionGrantsExpenses
MAINTAIN THE HOUSE$0$11,266
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN MCGEEPresident-$0--
VALERIE SMITH BRANCATOSecretary-$0--
JANE PANAGITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lloyd Harbor Historical Society
EIN
11-2515511
Phone
5162202010
Address
41 LLOYD HARBOR ROAD, HUNTINGTON, NY 11743

Signing Officer

Name
Joan Mcgee
Title
President
Phone
5162202010
Signed
2024-04-09

Preparer

Firm
Peter J Bertuglia CPA Pc
Address
33 WALT WHITMAN ROAD SUITE 209E, HUNTINGTON STATION, NY 11746
Preparer
Peter J Bertuglia
Phone
6313857003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“RENT INCOME 9900.”

Form 990EZ, Part I, Line 16

“INSURANCE 1854.”

Form 990EZ, Part I, Line 16

“EVENT EXPENSES 5647.”

Form 990EZ, Part I, Line 16

“SECURITY 2262.”

Form 990EZ, Part I, Line 16

“WEBSITE 1785.”

Form 990EZ, Part I, Line 16

“OTHER EXPENSES 1730.”

Raw XML Appendix177 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151152
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0950
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0155669
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt033833
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt03325
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IRS990EZ/OccupancyRentUtltsAndMaintAmt015088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOAN MCGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VALERIE SMITH BRANCATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE PANAGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013278
IRS990EZ/OtherRevenueTotalAmt09900
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE LLOYD HARBOR HISTORICAL SOCIETY WORKS WITHIN THE COMMUNITY TO EXPLORE AND PRESERVE LOCAL HISTORY THROUGH EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN THE HOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011266
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029316
IRS990EZ/TotalProgramServiceExpensesAmt011266
IRS990EZ/TotalRevenueAmt033833
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: RENT INCOME 2019: 7200. 2020: 0. 2021: 200. 2022: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053312
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03458
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03458
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013256
IRS990ScheduleA/InvestmentIncomeCYPct00.17920
IRS990ScheduleA/InvestmentIncomePYPct00.11240
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07200
IRS990ScheduleA/OtherIncome509Grp/TotalAmt07400
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt053312
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014606
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027782
IRS990ScheduleA/Total509Grp/TotalAmt053312
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt073968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENT INCOME 9900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 1854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSES 5647.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECURITY 2262.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE 1785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER EXPENSES 1730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN MCGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05162202010
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LLOYD HARBOR HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0LLOY
ReturnHeader/Filer/EIN0112515511
ReturnHeader/Filer/PhoneNum05162202010
ReturnHeader/Filer/USAddress/AddressLine1Txt041 LLOYD HARBOR ROAD
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011743
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112954955
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER J BERTUGLIA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 WALT WHITMAN ROAD SUITE 209E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON STATION
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ReturnHeader/PreparerPersonGrp/PhoneNum06313857003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J BERTUGLIA
ReturnHeader/ReturnTs02024-04-11T13:18:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGEE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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