Civic Intelligence

Locust Valley Historical Society

EIN 11-2721367 • 501(c)3 • Locust Valley, NY

Profile

Preservation of historical sites

PO Box 218Locust Valley, NY 11560

www.locustvalleyhistory.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-4900%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

2400%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$6,099

Down $1,225 (-17%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$6,099

Down $1,225 (-17%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Up

$25

Up $24 (+2400%) from 2024

Expenses

Down

$1,250

Down $477 (-28%) from 2024

Net Income

Up

-$1,225

Up $501 (+29%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $15,714Liabilities 2011: $0Net Assets 2011: $15,7142011Assets 2012: $15,744Liabilities 2012: $0Net Assets 2012: $15,7442012Assets 2013: $15,305Liabilities 2013: $0Net Assets 2013: $15,3052013Assets 2014: $14,460Liabilities 2014: $0Net Assets 2014: $14,4602014Assets 2015: $14,632Liabilities 2015: $0Net Assets 2015: $14,6322015Assets 2016: $14,000Liabilities 2016: $0Net Assets 2016: $14,0002016Assets 2017: $13,280Liabilities 2017: $0Net Assets 2017: $13,2802017Assets 2018: $14,878Liabilities 2018: $0Net Assets 2018: $14,8782018Assets 2019: $13,889Liabilities 2019: $0Net Assets 2019: $13,8892019Assets 2020: $15,156Liabilities 2020: $0Net Assets 2020: $15,1562020Assets 2021: $15,358Liabilities 2021: $0Net Assets 2021: $15,3582021Assets 2022: $10,070Liabilities 2022: $0Net Assets 2022: $10,0702022Assets 2023: $9,050Liabilities 2023: $0Net Assets 2023: $9,0502023Assets 2024: $7,324Liabilities 2024: $0Net Assets 2024: $7,3242024Assets 2025: $6,099Liabilities 2025: $0Net Assets 2025: $6,0992025

Highlighted filing

2025

Assets$6,099
Liabilities$0
Net Assets$6,099
Open 2025 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $488Expenses 2011: $130Net Income 2011: $3582011Revenue 2012: $475Expenses 2012: $445Net Income 2012: $302012Revenue 2013: $288Expenses 2013: $727Net Income 2013: -$4392013Revenue 2014: $614Expenses 2014: $1,459Net Income 2014: -$8452014Revenue 2015: $1,058Expenses 2015: $886Net Income 2015: $1722015Revenue 2016: $561Expenses 2016: $1,193Net Income 2016: -$6322016Revenue 2017: $1,201Expenses 2017: $1,921Net Income 2017: -$7202017Revenue 2018: $1,757Expenses 2018: $159Net Income 2018: $1,5982018Revenue 2019: $1,828Expenses 2019: $2,817Net Income 2019: -$9892019Revenue 2020: $1,873Expenses 2020: $606Net Income 2020: $1,2672020Revenue 2021: $208Expenses 2021: $6Net Income 2021: $2022021Revenue 2022: $176Expenses 2022: $3,690Net Income 2022: -$3,5142022Revenue 2023: $1Expenses 2023: $1,021Net Income 2023: -$1,0202023Revenue 2024: $1Expenses 2024: $1,727Net Income 2024: -$1,7262024Revenue 2025: $25Expenses 2025: $1,250Net Income 2025: -$1,2252025

Highlighted filing

2025

Revenue$25
Expenses$1,250
Net Income-$1,225
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,099
Liabilities
$0
Net assets
$6,099
Revenue
$25
Expenses
$1,250
Net income
-$1,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.03$1.25$1.23
2024Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.00$1.73$1.73
2023Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.00$1.02$1.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.18$3.69$3.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$0.21$0.01$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$1.87$0.61$1.27
2019Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.83$2.82$0.99
2018Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.76$0.16$1.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$1.20$1.92$0.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$0.56$1.19$0.63
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$1.06$0.89$0.17
2014Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.61$1.46$0.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.00$15.3$0.29$0.73$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$0.48$0.45$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$0.49$0.13$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 19, 2026
Return Version
2025v4.0
Gross Receipts
$25
Mission and Program Overview

Mission

Preservation of historical sites

Program Services

DescriptionGrantsExpenses
NONE-$0
NONE-$0
NONE-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERB SCHIERHORSTPresidentPT$0--
BILL TABLERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Locust Valley Historical Society
EIN
11-2721367
In Care Of
% BILL TABLER
Phone
5167590804
Address
PO BOX 218, LOCUST VALLEY, NY 11560

Signing Officer

Name
Bill Tabler
Title
Treasurer
Phone
5167590804
Signed
2026-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Continental Tax Planners
Address
167 FOREST AVENUE, LOCUST VALLEY, NY 11560
Preparer
Joseph Lentini Ea
Phone
5166713344
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPO BOX 283INSURANCE 450SUPPLIES 517”

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BILL TABLER
IRS990EZ/BooksInCareOfDetail/PhoneNum05167590804
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt097 FACTORY POND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOCUST VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06099
IRS990EZ/GrossReceiptsAmt025
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06099
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HERB SCHIERHORST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL TABLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVATION OF HISTORICAL SITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01250
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt025
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LOCUSTVALLEYHISTORY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97560
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0480
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0280
IRS990ScheduleA/Total509Grp/TotalAmt0480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0289
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPO BOX 283INSURANCE 450SUPPLIES 517
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL TABLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05167590804
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCUST VALLEY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0LOCU
ReturnHeader/Filer/EIN0112721367
ReturnHeader/Filer/InCareOfNm0% BILL TABLER
ReturnHeader/Filer/PhoneNum05167590804
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 218
ReturnHeader/Filer/USAddress/CityNm0LOCUST VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011560
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260138425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONTINENTAL TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0167 FOREST AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOCUST VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011560
ReturnHeader/PreparerPersonGrp/PhoneNum05166713344
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH LENTINI EA
ReturnHeader/ReturnTs02026-03-19T17:18:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.