Civic Intelligence

Westchester County Historical Society

EIN 13-1740068 • 501(c)3 • Elmsford, NY

Profile

To collect and preserve books, pamphlets, maps, manuscripts, photographs, newspapers, periodicals, film, video and digital materials pertaining to the history of Westchester County, to promote the knowledge and understanding of that history, and to promote the preservation of the Countys architectural heritage.

2199 Saw Mill River RdElmsford, NY 10523-3812

www.westchesterhistory.com

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2025

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

NTEE A • $1M-$5M nonprofits • Source year 2025

Asset Growth

52nd percentile

3.6%

Faster asset growth than 52% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-13%

Faster revenue growth than 25% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,401,422

Up $48,464 (+3.6%) from 2024

Liabilities

Down

$5,646

Down $1,721 (-23%) from 2024

Net Assets

Up

$1,395,776

Up $50,185 (+3.7%) from 2024

Operations
Liabilities / Revenue29th percentileNet Margin60th percentile

Revenue

Down

$422,415

Down $60,880 (-13%) from 2024

Expenses

Up

$372,230

Up $111,750 (+43%) from 2024

Net Income

Down

$50,185

Down $172,630 (-77%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $510,042Liabilities 2011: $4,800Net Assets 2011: $505,2422011Assets 2012: $526,886Liabilities 2012: $1,210Net Assets 2012: $525,6762012Assets 2013: $531,124Liabilities 2013: $1,210Net Assets 2013: $529,9142013Assets 2014: $615,034Liabilities 2014: $1,210Net Assets 2014: $613,8242014Assets 2015: $623,248Liabilities 2015: $0Net Assets 2015: $623,2482015Assets 2016: $606,763Liabilities 2016: $0Net Assets 2016: $606,7632016Assets 2017: $682,439Liabilities 2017: $0Net Assets 2017: $682,4392017Assets 2018: $742,808Liabilities 2018: $5,740Net Assets 2018: $737,0682018Assets 2019: $713,271Liabilities 2019: $1,384Net Assets 2019: $711,8872019Assets 2020: $687,364Liabilities 2020: $4,585Net Assets 2020: $682,7792020Assets 2021: $1,012,314Liabilities 2021: $12,349Net Assets 2021: $999,9652021Assets 2022: $1,160,466Liabilities 2022: $480Net Assets 2022: $1,159,9862022Assets 2023: $1,126,743Liabilities 2023: $3,967Net Assets 2023: $1,122,7762023Assets 2024: $1,352,958Liabilities 2024: $7,367Net Assets 2024: $1,345,5912024Assets 2025: $1,401,422Liabilities 2025: $5,646Net Assets 2025: $1,395,7762025

Highlighted filing

2025

Assets$1,401,422
Liabilities$5,646
Net Assets$1,395,776
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $269,803Expenses 2011: $239,828Net Income 2011: $29,9752011Revenue 2012: $248,715Expenses 2012: $228,281Net Income 2012: $20,4342012Revenue 2013: $253,925Expenses 2013: $238,013Net Income 2013: $15,9122013Revenue 2014: $225,465Expenses 2014: $239,901Net Income 2014: -$14,4362014Revenue 2015: $236,858Expenses 2015: $228,544Net Income 2015: $8,3142015Revenue 2016: $198,745Expenses 2016: $250,110Net Income 2016: -$51,3652016Revenue 2017: $324,641Expenses 2017: $248,965Net Income 2017: $75,6762017Revenue 2018: $309,801Expenses 2018: $255,172Net Income 2018: $54,6292018Revenue 2019: $264,569Expenses 2019: $289,750Net Income 2019: -$25,1812019Revenue 2020: $228,640Expenses 2020: $257,748Net Income 2020: -$29,1082020Revenue 2021: $571,235Expenses 2021: $254,049Net Income 2021: $317,1862021Revenue 2022: $412,338Expenses 2022: $252,317Net Income 2022: $160,0212022Revenue 2023: $199,058Expenses 2023: $236,268Net Income 2023: -$37,2102023Revenue 2024: $483,295Expenses 2024: $260,480Net Income 2024: $222,8152024Revenue 2025: $422,415Expenses 2025: $372,230Net Income 2025: $50,1852025

Highlighted filing

2025

Revenue$422,415
Expenses$372,230
Net Income$50,185
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,401,422
Liabilities
$5,646
Net assets
$1,395,776
Revenue
$422,415
Expenses
$372,230
Net income
$50,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.01$1.40$0.42$0.37$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.01$1.35$0.48$0.26$0.22
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.12$0.20$0.24$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.41$0.25$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.01$1.00$0.57$0.25$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.68$0.23$0.26$0.03
2019Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.26$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.74$0.31$0.26$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.32$0.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.20$0.25$0.05
2015Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.24$0.23$0.01
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.61$0.23$0.24$0.01
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.25$0.24$0.02
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.25$0.23$0.02
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.27$0.24$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 14, 2026
Return Version
2024v5.2
Gross Receipts
$422,415
Mission and Program Overview

Mission

To collect and preserve books, pamphlets, maps, manuscripts, photographs, newspapers, periodicals, film, video and digital materials pertaining to the history of Westchester County, to promote the knowledge and understanding of that history, and to promote the preservation of the Countys architectural heritage.

To collect and preserve books, pamphlets, maps, manuscripts, periodicals, film, ideo and digitial materials pertaining to the history of Westchester County, to promote the knowledge and understanding of that history, and to promote the preservation of the Countys architectural heritage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$206,977$20,957▼ $186,020
Total Assets$1,352,958$1,401,422▲ $48,464
Other Assets Total$1,145,981$1,380,465▲ $234,484
Liabilities
Accounts Payable and Accrued Expenses$7,367$5,646▼ $1,721
Total Liabilities$7,367$5,646▼ $1,721
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,332,968$1,383,086▲ $50,118
Net Assets With Donor Restrictions$12,623$12,690▲ $67
Total Net Assets Fund Balance$1,345,591$1,395,776▲ $50,185
Total Liabilities and Net Assets / Fund Balance$1,352,958$1,401,422▲ $48,464

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$109,680--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
R Allen ElliottPast President
Rob HochPast President
Sue SwansonPast President
Susan MorisonPast President
Susan SealPast President
Jan KelseyPresident
Anthony CzarneckiDirector
Arthur ScintaDirector
Christopher LynchDirector
Daniel FrettDirector
Douglas EmilioDirector
Francisco MirandaDirector
Geoffrey ParkerDirector
John GouldDirector
John Mc MenimimonDirector
John StockbridgeDirector
Joyce ColeDirector
Laura VooklesDirector
Marc CheshireDirector
Mark SilberblattDirector
Patrice KaneDirector
Rev Jeffrey GearyDirector
Robert HochDirector
Wendy Ball AttipoeDirector
Russel WatskyHonorary Trustee
James MaxwellDiector
Barbara DavisEx Officio
Patrick RafteryEx Officio
Elizabeth FullerHonorary
Bob FetontiSecretary
Michelle TorosianTreasurer
-VP
Revenue and Support

Revenue Composition

Contributions and Grants
$315,033
Program Service Revenue
$3,634
Investment Income
$99,800
Other Revenue
$3,948
All Other Contributions
$4,757
Change in Net Assets
$50,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,025
Salaries, Compensation, and Employee Benefits$184,205
Total Fundraising Expense$20,434
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$109,157$29,960$7,490$146,607
All Other Expenses$25,952--$25,952
Other Employee Benefits$18,367$4,898$1,224$24,489
Payroll Taxes$9,832$2,622$655$13,109
Other Expenses$85,573$2,185$10,420$12,605
Fees for Service Investment Mgmnt Fees-$8,808-$8,808
Fees for Services Accounting-$6,100-$6,100
Insurance$3,877$810-$4,687
Conferences and Meetings-$1,774-$1,774
Office Expenses$1,208$259$259$1,726
Total Functional Expenses$293,994$57,802$20,434$372,230
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
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Westchester County Historical Society
EIN
13-1740068
Phone
9145924323
Address
2199 SAW MILL RIVER RD, ELMSFORD, NY 10523-3812

Signing Officer

Name
Barbara Davis
Title
Exec Director
Phone
9145924323
Signed
2026-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Davis
Formed
1905
Legal Domicile
Ny
Voting Board Members
29
Independent Board Members
29
Employees
3

Preparer

Firm
William Toscani
Address
PO BOX 240, CEDAR MOUNTAIN, NC 28718
Preparer
William a Toscani
Phone
8288855015
Supplemental Narrative

Additional Explanations

Form 990, Part I, Section 1, Line 1

“This represents our operational results for the year”

Raw XML AppendixShowing 400 of 572 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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IRS990/Form990PartVIISectionAGrp/PersonNm5John Mc Menimimon
IRS990/Form990PartVIISectionAGrp/PersonNm6Christopher Lynch
IRS990/Form990PartVIISectionAGrp/PersonNm7Arthur Scinta
IRS990/Form990PartVIISectionAGrp/PersonNm8Marc Cheshire
IRS990/Form990PartVIISectionAGrp/PersonNm9John Stockbridge
IRS990/Form990PartVIISectionAGrp/PersonNm10Jan Kelsey
IRS990/Form990PartVIISectionAGrp/PersonNm11Bob Fetonti
IRS990/Form990PartVIISectionAGrp/PersonNm12Michelle Torosian
IRS990/Form990PartVIISectionAGrp/PersonNm13John Gould
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IRS990/Form990PartVIISectionAGrp/PersonNm17Rob Hoch
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IRS990/Form990PartVIISectionAGrp/PersonNm19Sue Swanson
IRS990/Form990PartVIISectionAGrp/PersonNm20Susan Seal
IRS990/Form990PartVIISectionAGrp/PersonNm21Daniel Frett
IRS990/Form990PartVIISectionAGrp/PersonNm22Anthony Czarnecki
IRS990/Form990PartVIISectionAGrp/PersonNm23Laura Vookles
IRS990/Form990PartVIISectionAGrp/PersonNm24Rev Jeffrey Geary
IRS990/Form990PartVIISectionAGrp/PersonNm25Barbara Davis
IRS990/Form990PartVIISectionAGrp/PersonNm26R Allen Elliott
IRS990/Form990PartVIISectionAGrp/PersonNm27Robert Hoch
IRS990/Form990PartVIISectionAGrp/PersonNm28Patrice Kane
IRS990/Form990PartVIISectionAGrp/PersonNm29Patrick Raftery
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IRS990/Form990PartVIISectionAGrp/TitleTxt17PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18PAST PRESIDENT
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IRS990/MissionDesc0To collect and preserve books, pamphlets, maps, manuscripts, photographs, newspapers, periodicals, film, video and digital materials pertaining to the history of Westchester County, to promote the knowledge and understanding of that history, and to promote the preservation of the Countys architectural heritage.
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