Civic Intelligence

Shelter Island Historical Society

EIN 11-6083115 • 501(c)3 • Shelter Island, NY

Profile

The mission of the shelter island historical society is to research, preserve and share our heritage and island history through education, exhibition, scholarship and community activities. We interpret shelter island's past and on going life through preservation of historical material from the first inhabitants, shelters and town fathers, to those who have made it a caring and unique community through the years. We strive to preserve the island's heritage for future generations.

PO Box 847Shelter Island, NY 11964
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.04x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-28%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-3.3%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,936,716

Down $169,740 (-3.3%) from 2023

Liabilities

Down

$24,317

Down $7,936 (-25%) from 2023

Net Assets

Down

$4,912,399

Down $161,804 (-3.2%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin11th percentile

Revenue

Up

$567,774

Up $135,041 (+31%) from 2023

Expenses

Up

$729,578

Up $76,621 (+12%) from 2023

Net Income

Up

-$161,804

Up $58,420 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $508,895Liabilities 2011: $6,398Net Assets 2011: $502,4972011Assets 2012: $923,060Liabilities 2012: $655Net Assets 2012: $922,4052012Assets 2013: $1,584,871Liabilities 2013: $10,621Net Assets 2013: $1,574,2502013Assets 2014: $1,790,176Liabilities 2014: $11,337Net Assets 2014: $1,778,8392014Assets 2015: $2,225,959Liabilities 2015: $18,225Net Assets 2015: $2,207,7342015Assets 2016: $2,917,580Liabilities 2016: $19,516Net Assets 2016: $2,898,0642016Assets 2017: $3,439,911Liabilities 2017: $20,462Net Assets 2017: $3,419,4492017Assets 2018: $4,700,563Liabilities 2018: $389,865Net Assets 2018: $4,310,6982018Assets 2019: $5,657,925Liabilities 2019: $109,230Net Assets 2019: $5,548,6952019Assets 2020: $5,618,819Liabilities 2020: $28,836Net Assets 2020: $5,589,9832020Assets 2021: $5,619,256Liabilities 2021: $24,909Net Assets 2021: $5,594,3472021Assets 2022: $5,255,957Liabilities 2022: $20,053Net Assets 2022: $5,235,9042022Assets 2023: $5,106,456Liabilities 2023: $32,253Net Assets 2023: $5,074,2032023Assets 2024: $4,936,716Liabilities 2024: $24,317Net Assets 2024: $4,912,3992024

Highlighted filing

2024

Assets$4,936,716
Liabilities$24,317
Net Assets$4,912,399
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $216,0882011Expenses 2012: $181,1882012Revenue 2013: $867,407Expenses 2013: $215,563Net Income 2013: $651,8442013Revenue 2014: $489,554Expenses 2014: $284,965Net Income 2014: $204,5892014Revenue 2015: $735,073Expenses 2015: $326,169Net Income 2015: $408,9042015Revenue 2016: $908,138Expenses 2016: $245,951Net Income 2016: $662,1872016Revenue 2017: $731,060Expenses 2017: $271,117Net Income 2017: $459,9432017Revenue 2018: $1,274,989Expenses 2018: $355,549Net Income 2018: $919,4402018Revenue 2019: $1,637,684Expenses 2019: $437,683Net Income 2019: $1,200,0012019Revenue 2020: $468,310Expenses 2020: $441,107Net Income 2020: $27,2032020Revenue 2021: $533,572Expenses 2021: $541,204Net Income 2021: -$7,6322021Revenue 2022: $408,462Expenses 2022: $733,255Net Income 2022: -$324,7932022Revenue 2023: $432,733Expenses 2023: $652,957Net Income 2023: -$220,2242023Revenue 2024: $567,774Expenses 2024: $729,578Net Income 2024: -$161,8042024

Highlighted filing

2024

Revenue$567,774
Expenses$729,578
Net Income-$161,804
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,936,716
Liabilities
$24,317
Net assets
$4,912,399
Revenue
$567,774
Expenses
$729,578
Net income
-$161,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.02$4.91$0.57$0.73$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.11$0.03$5.07$0.43$0.65$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.02$5.24$0.41$0.73$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$0.02$5.59$0.53$0.54$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$0.03$5.59$0.47$0.44$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.66$0.11$5.55$1.64$0.44$1.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.39$4.31$1.27$0.36$0.92
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.02$3.42$0.73$0.27$0.46
2016Summary only. Only limited summary data is available for this year.$2.92$0.02$2.90$0.91$0.25$0.66
2015Summary only. Only limited summary data is available for this year.$2.23$0.02$2.21$0.74$0.33$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$0.49$0.28$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.87$0.22$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.01$0.50$0.22
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v5.0
Gross Receipts
$503,834
Mission and Program Overview

Mission

The mission of the shelter island historical society is to research, preserve and share our heritage and island history through education, exhibition, scholarship and community activities. We interpret shelter island's past and on going life through preservation of historical material from the first inhabitants, shelters and town fathers, to those who have made it a caring and unique community through the years. We strive to preserve the island's heritage for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,864,510$4,725,906▼ $138,604
Cash and Non-Interest-Bearing Accounts$252,785$248,387▼ $4,398
Investments in Publicly Traded Securities$135,820$86,388▼ $49,432
Inventories for Sale or Use$633$42,985▲ $42,352
Savings and Temporary Cash Investments$1,707$2,247▲ $540
Prepaid Expenses and Deferred Charges$502$543▲ $41
Total Assets$5,255,957$5,106,456▼ $149,501
Liabilities
Accounts Payable and Accrued Expenses$14,327$27,056▲ $12,729
Other Liabilities$5,726$5,197▼ $529
Total Liabilities$20,053$32,253▲ $12,200
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,051,045$4,903,944▼ $147,101
Net Assets With Donor Restrictions$184,859$170,259▼ $14,600
Total Net Assets Fund Balance$5,235,904$5,074,203▼ $161,701
Total Liabilities and Net Assets / Fund Balance$5,255,957$5,106,456▼ $149,501

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,717,096$640,270$5,357,366
Buildings$3,870$172,458$176,328
Equipment$2,440$12,264$14,704
Land$2,500-$2,500
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mary Fran GleasonPresident
Amy CococciaTrustee
Jeff FeingoldTrustee
Jim GereghtyTrustee
Maggie MurphyTrustee
Penny RudderTrustee
Elizabeth NardinSecretary
PEG D'ORIOTreasurer
Adam BundyVice Preside
Chris CareyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$247,174
Program Service Revenue
$176,712
Investment Income
$8,847
Other Revenue
$0
All Other Contributions
$247,174
Change in Net Assets
$-220,224

Audited Revenue Reconciliation

Revenue per Audited Statements
$432,733
Total Revenue per Audited Statements
$432,733
Total Revenue per Form 990
$432,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$375,787
Salaries, Compensation, and Employee Benefits$277,170
Total Fundraising Expense$80,662
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$177,047$26,588$49,377$253,012
Depreciation Depletion$138,604--$138,604
All Other Expenses$22,477$8,204-$30,681
Insurance$25,009$4,413-$29,422
Payroll Taxes$24,158--$24,158
Office Expenses$291$11,338$8,245$19,874
Occupancy$11,699--$11,699
Other Expenses$9,828$1,734$19,620$11,562
Fees for Services Accounting-$6,000-$6,000
Advertising--$3,420$3,420
Fees for Services Other-$3,370-$3,370
Total Functional Expenses$510,648$61,647$80,662$652,957

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$652,957
Total Expenses per Audited Statements$652,957
Total Expenses per Form 990$652,957
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Taxes Payable$5,197
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 reviewed with finance committee prior to submission to the entire board”

Form 990, Page 6, Part VI, Line 12C

“Board of trustees will review annual conflict of interest disclosures to determine if a conflict exists”

Form 990, Page 6, Part VI, Line 15A

“Executive director salary is reviewed and determined by the finance committee and board using comparable data and contemporaneous substantiation of the decision”

Form 990, Page 6, Part VI, Line 15B

“All compensation reviewed by the finance committee, then presented to the board at large for approval.”

Form 990, Page 6, Part VI, Line 19

“Organization will provide governing documents upon request”

Filing and Contact Details

Filer

Filer Name
Shelter Island Historical Society
EIN
11-6083115
Phone
6317490025
Address
PO BOX 847, SHELTER ISLAND, NY 11964

Signing Officer

Name
Nanette Lawrenson
Title
Executive Director
Phone
6317490025
Signed
2024-10-21

Organization Details

Principal Officer
Nanette Lawrenson
Formed
1966
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
13
Volunteers
80

Preparer

Firm
Gnferraris CPA LLC
Address
PO BOX 1168 - 108 MAIN STREET, SAG HARBOR, NY 11963
Preparer
Gregory Ferraris
Phone
6317250145
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the shelter island historical society is to research, preserve and share our heritage and island history through education, exhibition, scholarship and community activities. We interpret shelter island's past and on going life through preservation of historical material from the first inhabitants, shelters and town fathers, to those who have made it a caring and unique community through the years. We strive to preserve the island's heritage for future generations.”

Form 990, Part XI, Line 9

“Prior period adjustment 47,020”

Raw XML AppendixShowing 400 of 453 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE SHELTER ISLAND HISTORICAL SOCIETY IS TO RESEARCH, PRESERVE AND SHARE OUR HERITAGE AND ISLAND HISTORY THROUGH EDUCATION, EXHIBITION, SCHOLARSHIP AND COMMUNITY ACTIVITIES. WE INTERPRET SHELTER ISLAND'S PAST AND ON GOING LIFE THROUGH PRESERVATION OF HISTORICAL MATERIAL FROM THE FIRST INHABITANTS, SHELTERS AND TOWN FATHERS, TO THOSE WHO HAVE MADE IT A CARING AND UNIQUE COMMUNITY THROUGH THE YEARS. WE STRIVE TO PRESERVE THE ISLAND'S HERITAGE FOR FUTURE GENERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED WITH FINANCE COMMITTEE PRIOR TO SUBMISSION TO THE ENTIRE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES WILL REVIEW ANNUAL CONFLICT OF INTEREST DISCLOSURES TO DETERMINE IF A CONFLICT EXISTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR SALARY IS REVIEWED AND DETERMINED BY THE FINANCE COMMITTEE AND BOARD USING COMPARABLE DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL COMPENSATION REVIEWED BY THE FINANCE COMMITTEE, THEN PRESENTED TO THE BOARD AT LARGE FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION WILL PROVIDE GOVERNING DOCUMENTS UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSTMENT 47,020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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