Civic Intelligence

Oyster Bay Historical Society Inc

EIN 11-6083183 • 501(c)3 • Oyster Bay, NY

Profile

Museum, educational exhibits and genealogical research.

20 Summit StreetOyster Bay, NY 11771

www.oysterbayhistorical.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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

34th percentile

-6.6%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$69,737

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 52.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-8.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-12%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$100,218

Down $8,779 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$100,218

Down $8,779 (-8.1%) from 2023

Revenue

Down

$133,980

Down $17,956 (-12%) from 2023

Expenses

Down

$142,759

Down $21,476 (-13%) from 2023

Net Income

Up

-$8,779

Up $3,520 (+29%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $41,454Liabilities 2011: $02011Assets 2012: $95,692Liabilities 2012: $0Net Assets 2012: $95,6922012Assets 2013: $87,630Liabilities 2013: $0Net Assets 2013: $87,6302013Assets 2014: $118,742Liabilities 2014: $0Net Assets 2014: $118,7422014Assets 2015: $123,902Liabilities 2015: $31,250Net Assets 2015: $92,6522015Assets 2016: $98,028Liabilities 2016: $32,248Net Assets 2016: $65,7802016Assets 2017: $132,129Liabilities 2017: $31,515Net Assets 2017: $100,6142017Assets 2018: $104,397Liabilities 2018: $31,276Net Assets 2018: $73,1212018Assets 2019: $98,079Liabilities 2019: $2Net Assets 2019: $98,0772019Assets 2020: $65,640Liabilities 2020: $0Net Assets 2020: $65,6402020Assets 2021: $100,882Liabilities 2021: $19,288Net Assets 2021: $81,5942021Assets 2022: $140,761Liabilities 2022: $19,465Net Assets 2022: $121,2962022Assets 2023: $108,997Liabilities 2023: $0Net Assets 2023: $108,9972023Assets 2024: $100,218Liabilities 2024: $0Net Assets 2024: $100,2182024

Highlighted filing

2024

Assets$100,218
Liabilities$0
Net Assets$100,218

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $163,774Expenses 2011: $149,220Net Income 2011: $14,5542011Revenue 2012: $219,676Expenses 2012: $165,438Net Income 2012: $54,2382012Revenue 2013: $153,933Expenses 2013: $161,995Net Income 2013: -$8,0622013Revenue 2014: $198,158Expenses 2014: $167,046Net Income 2014: $31,1122014Revenue 2015: $144,322Expenses 2015: $170,412Net Income 2015: -$26,0902015Revenue 2016: $136,981Expenses 2016: $163,853Net Income 2016: -$26,8722016Revenue 2017: $193,520Expenses 2017: $158,686Net Income 2017: $34,8342017Revenue 2018: $130,173Expenses 2018: $157,666Net Income 2018: -$27,4932018Revenue 2019: $162,449Expenses 2019: $137,493Net Income 2019: $24,9562019Revenue 2020: $113,016Expenses 2020: $145,453Net Income 2020: -$32,4372020Revenue 2021: $163,417Expenses 2021: $147,463Net Income 2021: $15,9542021Revenue 2022: $193,589Expenses 2022: $153,887Net Income 2022: $39,7022022Revenue 2023: $151,936Expenses 2023: $164,235Net Income 2023: -$12,2992023Revenue 2024: $133,980Expenses 2024: $142,759Net Income 2024: -$8,7792024

Highlighted filing

2024

Revenue$133,980
Expenses$142,759
Net Income-$8,779

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.34$1.43$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.52$1.64$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.19$1.21$1.94$1.54$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.19$0.82$1.63$1.47$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.13$1.45$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.62$1.37$0.25
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.31$0.73$1.30$1.58$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.32$1.01$1.94$1.59$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.32$0.66$1.37$1.64$0.27
2015Summary only. Only limited summary data is available for this year.$1.24$0.31$0.93$1.44$1.70$0.26
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$1.98$1.67$0.31
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$1.54$1.62$0.08
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$2.20$1.65$0.54
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$1.64$1.49$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$140,015
Mission and Program Overview

Mission

Museum and educational exhibits and genealogical research

Museum, educational exhibits and genealogical research.

Program Services

DescriptionGrantsExpenses
AWARD DINNER.$0$6,035
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENICE EVANS-SHEPPARDExecutive DirectorFT$69,737-$69,737
IRIS WILLIAMSSecretary-$0--
BOB BLEISTEINTrustee-$0--
DENISE DIMATOSTrustee-$0--
PAULA BRACKENTreasurer-$0--
PATRICIA BECKERLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Oyster Bay Historical Society Inc
EIN
11-6083183
Phone
5169225032
Address
20 SUMMIT STREET, OYSTER BAY, NY 11771

Signing Officer

Name
Denice Evans-sheppard
Title
Executive Director
Phone
5169225032
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
WEINTRAUB TRAUB TRACY & VIRK CPA'S
Address
37 EAST MAIN STREET, OYSTER BAY, NY 11771
Preparer
Shawn Tracy CPA
Phone
5169223040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 2.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 2,846. Description: other expenses. Amount: 4,227. Total to form 990-ez, line 14: 7,073.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 214. Description: insurance. Amount: 2,494. Description: office expense. Amount: 8,348. Description: dues & subscriptions. Amount: 312. Description: payroll processing fees. Amount: 2,250. Description: permits. Amount: 2,399. Description: travel. Amount: 1,275. Description: payroll taxes. Amount: 7,719. Description: telephone/cable. Amount: 3,255. Description: meals for meetings. Amount: 4,184. Total to form 990-ez, line 16: 32,450.

Form 990-ez, Part II, Line 24 - Other Assets

Description: inventory. Beg. Of year amount: 4,391. End of year amount: 4,493. Description: other depreciable assets. Beg. Of year amount: 4,575. End of year amount: 3,637.

Raw XML Appendix182 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 2,846. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,227. TOTAL TO FORM 990-EZ, LINE 14: 7,073.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 214. DESCRIPTION: INSURANCE. AMOUNT: 2,494. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 8,348. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 312. DESCRIPTION: PAYROLL PROCESSING FEES. AMOUNT: 2,250. DESCRIPTION: PERMITS. AMOUNT: 2,399. DESCRIPTION: TRAVEL. AMOUNT: 1,275. DESCRIPTION: PAYROLL TAXES. AMOUNT: 7,719. DESCRIPTION: TELEPHONE/CABLE. AMOUNT: 3,255. DESCRIPTION: MEALS FOR MEETINGS. AMOUNT: 4,184. TOTAL TO FORM 990-EZ, LINE 16: 32,450.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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