Civic Intelligence

The Bronx County Historical Society

EIN 13-6153378 • 501(c)3 • Bronx, NY

Profile

The bronx is a microcosm of the story of america. The bronx is home to 1.4 million people with a rich diversity of ethnic and cultural backgrounds. Since colonial days, the bronx has stood at the crossroads of american history.the bronx county historical society was founded in 1955 to preserve the heritage of this thriving community. The society administers the colonial era valentine-varian house, which serves as the museum of bronx history; the bronx county archives; an extensive research library; and poe cottage, the final home of america's great 19th century poet and author, edgar allan poe. Both historic houses are listed in the national register of historic places.the society is not only dedicated to preserving bronx history. It also offers a variety of programs for the casual visitor, tourist, business person, student, or researcher interested in learning more about contemporary life in the bronx.

3309 Bainbridge AvenueBronx, NY 10467

www.bronxhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

50th percentile

0.05x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

51st percentile

0.09x

Higher debt load relative to revenue than 51% of similar nonprofits.

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

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

48th percentile

$43,610

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

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

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

21st percentile

-20%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Up

$1,712,356

Up $8,402 (+0.5%) from 2024

Liabilities

Down

$86,334

Down $32,169 (-27%) from 2024

Net Assets

Up

$1,626,022

Up $40,571 (+2.6%) from 2024

Revenue

Down

$941,276

Down $229,536 (-20%) from 2024

Expenses

Up

$923,275

Up $82,325 (+9.8%) from 2024

Net Income

Down

$18,001

Down $311,861 (-95%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,351,996Liabilities 2010: $508,704Net Assets 2010: $843,2922010Assets 2011: $1,250,398Liabilities 2011: $398,087Net Assets 2011: $852,3112011Assets 2012: $1,145,859Liabilities 2012: $336,514Net Assets 2012: $809,3452012Assets 2013: $1,120,433Liabilities 2013: $311,870Net Assets 2013: $808,5632013Assets 2014: $1,179,910Liabilities 2014: $312,914Net Assets 2014: $866,9962014Assets 2015: $1,190,174Liabilities 2015: $325,114Net Assets 2015: $865,0602015Assets 2016: $1,148,278Liabilities 2016: $374,198Net Assets 2016: $774,0802016Assets 2017: $1,152,659Liabilities 2017: $390,706Net Assets 2017: $761,9532017Assets 2018: $1,148,261Liabilities 2018: $379,817Net Assets 2018: $768,4442018Assets 2019: $1,179,595Liabilities 2019: $380,029Net Assets 2019: $799,5662019Assets 2020: $1,268,998Liabilities 2020: $445,180Net Assets 2020: $823,8182020Assets 2021: $1,423,428Liabilities 2021: $396,880Net Assets 2021: $1,026,5482021Assets 2022: $1,491,629Liabilities 2022: $418,214Net Assets 2022: $1,073,4152022Assets 2023: $1,709,984Liabilities 2023: $518,723Net Assets 2023: $1,191,2612023Assets 2024: $1,703,954Liabilities 2024: $118,503Net Assets 2024: $1,585,4512024Assets 2025: $1,712,356Liabilities 2025: $86,334Net Assets 2025: $1,626,0222025

Highlighted filing

2025

Assets$1,712,356
Liabilities$86,334
Net Assets$1,626,022

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $520,8312010Expenses 2011: $604,6612011Expenses 2012: $497,0102012Revenue 2013: $419,329Expenses 2013: $457,955Net Income 2013: -$38,6262013Revenue 2014: $447,019Expenses 2014: $456,660Net Income 2014: -$9,6412014Revenue 2015: $541,308Expenses 2015: $543,457Net Income 2015: -$2,1492015Revenue 2016: $599,340Expenses 2016: $665,800Net Income 2016: -$66,4602016Revenue 2017: $498,993Expenses 2017: $528,762Net Income 2017: -$29,7692017Revenue 2018: $805,012Expenses 2018: $810,309Net Income 2018: -$5,2972018Revenue 2019: $802,787Expenses 2019: $809,563Net Income 2019: -$6,7762019Revenue 2020: $641,569Expenses 2020: $638,936Net Income 2020: $2,6332020Revenue 2021: $749,239Expenses 2021: $543,120Net Income 2021: $206,1192021Revenue 2022: $856,623Expenses 2022: $679,044Net Income 2022: $177,5792022Revenue 2023: $924,577Expenses 2023: $873,345Net Income 2023: $51,2322023Revenue 2024: $1,170,812Expenses 2024: $840,950Net Income 2024: $329,8622024Revenue 2025: $941,276Expenses 2025: $923,275Net Income 2025: $18,0012025

Highlighted filing

2025

Revenue$941,276
Expenses$923,275
Net Income$18,001

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$0.09$1.63$0.94$0.92$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.12$1.59$1.17$0.84$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.52$1.19$0.92$0.87$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.42$1.07$0.86$0.68$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.40$1.03$0.75$0.54$0.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.45$0.82$0.64$0.64$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.38$0.80$0.80$0.81$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.38$0.77$0.81$0.81$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.39$0.76$0.50$0.53$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.37$0.77$0.60$0.67$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.33$0.87$0.54$0.54$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.31$0.87$0.45$0.46$0.01
2013Summary only. Only limited summary data is available for this year.$1.12$0.31$0.81$0.42$0.46$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.34$0.81$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.40$0.85$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.51$0.84$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 23, 2026
Return Version
2024v5.5
Gross Receipts
$1,141,276
Mission and Program Overview

Mission

To operate historic facilities, research libraries and archives; educational programs; publishing

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$521,770$642,246▲ $120,476
Land, Buildings, and Equipment, Net$142,376$138,052▼ $4,324
Cash and Non-Interest-Bearing Accounts$227,789$136,331▼ $91,458
Inventories for Sale or Use$37,882$37,882→ $0
Accounts Receivable$19,173$34,883▲ $15,710
Prepaid Expenses and Deferred Charges$24,738$24,738→ $0
Pledges and Grants Receivable$54,908$22,906▼ $32,002
Total Assets$1,703,954$1,712,356▲ $8,402
Other Assets Total$675,318$675,318→ $0
Liabilities
Other Liabilities$71,298$71,298→ $0
Accounts Payable and Accrued Expenses$47,205$15,036▼ $32,169
Total Liabilities$118,503$86,334▼ $32,169
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,585,451$1,626,022▲ $40,571
Total Net Assets Fund Balance$1,585,451$1,626,022▲ $40,571
Total Liabilities and Net Assets / Fund Balance$1,703,954$1,712,356▲ $8,402

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$102,124$221,556$323,680
Equipment$35,928$73,350$109,278
Other Assets Org$66,800--
Other Securities$367,060--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$633,336-▲ $31,980$1,119$664,197
2023$547,154-▲ $87,200$1,018$633,336
2022$433,464-▲ $84,566$29,124$547,154
2021$543,992-▼ $96,436$14,092$433,464
2020$402,506-▲ $174,151$32,665$543,992
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr Gary D HermalynExecutive DirectorPT$43,610$43,610

Board Members and Trustees

NameTitle
Jacqueline KutnerPresident
Tony MoranteVice President
Gil WaltonTrustee
Jac ZdreamerTrustee
Joel PodgorTrustee
Mei Sei FongTrustee
Prof Lloyd UltanTrustee
Robert EsnardTrustee
Steve BaktidyTrustee
Larry BarrazottoSecretary
Pat LoganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$743,479
Program Service Revenue
$0
Investment Income
$29,781
Other Revenue
$168,016
All Other Contributions
$17,037
Change in Net Assets
$18,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$539,090
Salaries, Compensation, and Employee Benefits$384,185
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$152,112$106,906-$259,018
Fees for Services Other$109,900$1,000-$110,900
Fees for Services Legal-$58,780-$58,780
All Other Expenses$7,372$46,208-$53,580
Insurance$20,510$30,934-$51,444
Current Officers, Directors, Trustees, and Key Employees$43,610--$43,610
Pension Plan Contributions$28,971--$28,971
Other Employee Benefits$9,125$17,978-$27,103
Payroll Taxes$14,917$10,566-$25,483
Other Expenses$25,003$5,215-$25,003
Fees for Services Accounting-$22,667-$22,667
Office Expenses$4,299$15,375-$19,674
Depreciation Depletion-$4,324-$4,324
Fees for Service Investment Mgmnt Fees-$3,421-$3,421
Travel$1,797--$1,797
Total Functional Expenses$599,901$323,374$0$923,275
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$141,601
Fundraising Direct Expenses$0
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
Compensated Absences and Other Post Retirement Obligations$50,723
Compensated Absences, Current Portion$20,575
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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, Part VI, Section B, Line 11B

Copies are provided as requested.

Form 990, Part VI, Section B, Line 12C

The society requires all board member and significant members of management to disclose all relationships that could be considered a conflict of interest and includes information in board minutes as applicable.

Form 990, Part VI, Section B, Line 15

Salaries are determined by the board of directors after a review of local salaries of similar organizations and a review of the society's finances

Form 990, Part VI, Section C, Line 18

They are available upon request. Contact info is available on the website.

Form 990, Part VI, Section C, Line 19

They are available upon request. Contact info is available on the website.

Filing and Contact Details

Filer

Filer Name
The Bronx County Historical Society
EIN
13-6153378
Phone
7188818900
Address
3309 BAINBRIDGE AVENUE, BRONX, NY 10467

Signing Officer

Name
Dr Gary D Hermalyn
Title
Cheif Executive Officer
Phone
7188818900
Signed
2026-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Gary D Hermalyn
Formed
1955
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Van Duyne Bruno & Co Pa
Address
18 HOOK MOUNTAIN ROAD PO BOX 896, PINE BROOK, NJ 07058
Preparer
Jack Gutierrez
Phone
9738081445
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contributed and volunteer services: program service expenses 109,900. Management and general expenses 0. Fundraising expenses 0. Total expenses 109,900. Consulting: program service expenses 0. Management and general expenses 1,000. Fundraising expenses 0. Total expenses 1,000.

Financial Statement Notes

Schedule D, Part III, Line 4

Part iii, line 4: society's research library is unique in new york city. It houses an extensive collection of historical information on the bronx, including books, reports, pamphlets, microfilms, etc. It is a major resource center for high school and college students, journalists, business and government researchers and scholars who have a professional need, or curiosity, to learn more about the bronx. In 1974, the society's collection of historical material grew considerably when the society assumed responsibility for nearly a million items which were then established as the bronx county archives. The archives contain original documents, manuscripts, books, maps and city directories going back to pre-civil war days, covering not only bronx history but also the history of new york city and westchester county. The research library and archives also boast an enormous collection of 19th and early 20th century photographs, prints and postcards of the bronx. There is also an important collection of periodical literature and publications, beginning with the first issue of the bronx home news from 1907. Finally, there is a special collection of material on the life and works of edgar allan poe. One advantage the society's library offers researchers is direct access to the collection. They can look through historic personal papers, listen to tapes in the oral history archives, view videos or study the old photographs. The library has an easy to use cross indexed card file, full-time librarians and a quiet, personal atmosphere. Part v, line 4: the endowment funds are planned to be a source of continuing support for the operations of the society. The board is endeavoring to create a source of permanent financing to ease the financial pressures on the continuance of the society. Part x, line 2: the society evaluates the effect of uncertain tax positions in accordance with the provisions of accounting principles generally accepted in the united states of america (gaap). Management is not aware of any violation of its tax status as an organization exempt from income taxes, nor any exposure to unrelated business income tax in excess of amounts reported on the annual tax returns. The society discloses material adjustments resulting from tax examinations, if any, and reports interest and penalties resulting from such adjustments, as interest expense or other expense. There were no tax examinations or adjustments relating therefrom.

Raw XML AppendixShowing 400 of 516 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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