Civic Intelligence

The New Castle Historical Society

EIN 13-6274536 • 501(c)3 • Chappaqua, NY

Profile

The new castle historical society is an educational organization dedicated to engaging diverse audiences in learning about the rich history of the town of new castle. The horace greeley house serves as a house museum, an exhibition space, and a research center.the mission of the new castle historical society is to discover, collect, preserve and communicate the history of the town of new castle.the new castle historical society's vision is to create a sense of community through a shared understanding of the town's history, to serve as a resource of learning for individuals and families, and to be an inviting cultural base for the town of new castle.

PO Box 55Chappaqua, NY 10514

www.newcastlehs.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.15x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

49th percentile

4.1%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

51st percentile

$61,281

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

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

Asset Growth

48th percentile

2.9%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,088,956

Up $58,697 (+2.9%) from 2023

Liabilities

Up

$43,106

Up $13,365 (+45%) from 2023

Net Assets

Up

$2,045,850

Up $45,332 (+2.3%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin49th percentile

Revenue

Up

$289,200

Up $56,114 (+24%) from 2023

Expenses

Up

$277,341

Up $45,045 (+19%) from 2023

Net Income

Up

$11,859

Up $11,069 (+1401%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,298,226Liabilities 2010: $40,449Net Assets 2010: $2,257,7772010Assets 2011: $2,289,942Liabilities 2011: $31,429Net Assets 2011: $2,258,5132011Assets 2012: $2,258,542Liabilities 2012: $30,711Net Assets 2012: $2,227,8312012Assets 2013: $2,327,384Liabilities 2013: $30,752Net Assets 2013: $2,296,6322013Assets 2014: $2,308,294Liabilities 2014: $33,854Net Assets 2014: $2,274,4402014Assets 2015: $2,210,940Liabilities 2015: $31,199Net Assets 2015: $2,179,7412015Assets 2016: $2,156,789Liabilities 2016: $36,929Net Assets 2016: $2,119,8602016Assets 2017: $2,201,257Liabilities 2017: $36,181Net Assets 2017: $2,165,0762017Assets 2018: $2,042,956Liabilities 2018: $31,067Net Assets 2018: $2,011,8892018Assets 2019: $2,139,361Liabilities 2019: $32,746Net Assets 2019: $2,106,6152019Assets 2020: $2,229,565Liabilities 2020: $30,827Net Assets 2020: $2,198,7382020Assets 2021: $2,259,191Liabilities 2021: $49,771Net Assets 2021: $2,209,4202021Assets 2022: $1,920,472Liabilities 2022: $27,848Net Assets 2022: $1,892,6242022Assets 2023: $2,030,259Liabilities 2023: $29,741Net Assets 2023: $2,000,5182023Assets 2024: $2,088,956Liabilities 2024: $43,106Net Assets 2024: $2,045,8502024

Highlighted filing

2024

Assets$2,088,956
Liabilities$43,106
Net Assets$2,045,850
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $200,9032010Expenses 2011: $194,5822011Expenses 2012: $201,7382012Revenue 2013: $163,827Expenses 2013: $201,053Net Income 2013: -$37,2262013Revenue 2014: $160,133Expenses 2014: $207,165Net Income 2014: -$47,0322014Revenue 2015: $181,135Expenses 2015: $216,664Net Income 2015: -$35,5292015Revenue 2016: $171,206Expenses 2016: $236,331Net Income 2016: -$65,1252016Revenue 2017: $169,347Expenses 2017: $214,402Net Income 2017: -$45,0552017Revenue 2018: $178,887Expenses 2018: $232,516Net Income 2018: -$53,6292018Revenue 2019: $163,472Expenses 2019: $202,619Net Income 2019: -$39,1472019Revenue 2020: $150,009Expenses 2020: $186,285Net Income 2020: -$36,2762020Revenue 2021: $249,656Expenses 2021: $223,969Net Income 2021: $25,6872021Revenue 2022: $208,848Expenses 2022: $237,495Net Income 2022: -$28,6472022Revenue 2023: $233,086Expenses 2023: $232,296Net Income 2023: $7902023Revenue 2024: $289,200Expenses 2024: $277,341Net Income 2024: $11,8592024

Highlighted filing

2024

Revenue$289,200
Expenses$277,341
Net Income$11,859
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,088,956
Liabilities
$43,106
Net assets
$2,045,850
Revenue
$289,200
Expenses
$277,341
Net income
$11,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.04$2.05$0.29$0.28$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.03$2.00$0.23$0.23$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.03$1.89$0.21$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.05$2.21$0.25$0.22$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.03$2.20$0.15$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.03$2.11$0.16$0.20$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$0.18$0.23$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.04$2.17$0.17$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.04$2.12$0.17$0.24$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.03$2.18$0.18$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.03$2.27$0.16$0.21$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.33$0.03$2.30$0.16$0.20$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.03$2.23$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.03$2.26$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.04$2.26$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$353,687
Mission and Program Overview

Mission

To discover, preserve and communicate knowledge of the history of the town of new castle. The horace greeley house offers permanent exhibits on the horace greeley era and our quaker heritage, as well as other rotating exhibits. The museum archives include books, photographs, costumes, maps local diaries and merchants' records.

The new castle historical society is an educational organization dedicated to engaging diverse audiences in learning about the rich history of the town of new castle. The horace greeley house serves as a house museum, an exhibition space, and a research center.the mission of the new castle historical society is to discover, collect, preserve and communicate the history of the town of new castle.the new castle historical society's vision is to create a sense of community through a shared understanding of the town's history, to serve as a resource of learning for individuals and families, and to be an inviting cultural base for the town of new castle.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,152,466$1,176,413▲ $23,947
Land, Buildings, and Equipment, Net$782,466$777,774▼ $4,692
Cash and Non-Interest-Bearing Accounts$65,364$112,449▲ $47,085
Accounts Receivable$12,502$7,853▼ $4,649
Prepaid Expenses and Deferred Charges$5,829$6,467▲ $638
Intangible Assets$6,499$4,766▼ $1,733
Inventories for Sale or Use$3,327$3,234▼ $93
Savings and Temporary Cash Investments$1,806$0▼ $1,806
Total Assets$2,030,259$2,088,956▲ $58,697
Liabilities
Accounts Payable and Accrued Expenses$23,316$34,756▲ $11,440
Deferred Revenue$6,425$8,350▲ $1,925
Total Liabilities$29,741$43,106▲ $13,365
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,980,449$2,021,035▲ $40,586
Net Assets With Donor Restrictions$20,069$24,815▲ $4,746
Total Net Assets Fund Balance$2,000,518$2,045,850▲ $45,332
Total Liabilities and Net Assets / Fund Balance$2,030,259$2,088,956▲ $58,697

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$626,600$886,890$1,513,490
Land$129,309-$129,309
Other Land Buildings$21,865$74,676$96,541
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Eileen Connor FormerExectuive DirectorPT$61,281$61,281

Board Members and Trustees

NameTitle
Frasch GeorgiaPresident
Dalrymple Beth TracyTrustee
Diefenbach RichardTrustee
Elders GregTrustee
Fischer DavidTrustee
Fowkless Childs BlairTrustee
Guardenier BetsyTrustee
Hass BuffyTrustee
Herrington Mary J LeeTrustee
O'CONNOR CATHERINETrustee
O'CONNOR MARYANNETrustee
Philips JenniferTrustee
Pollock PatriciaTrustee
Romeo BarbaraTrustee
Smith ClintonTrustee
Holmes AmySecretary
Comstock RichardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$144,639
Program Service Revenue
$55,932
Investment Income
$83,546
Other Revenue
$5,083
All Other Contributions
$78,331
Change in Net Assets
$11,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$289,200
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$33,473
Total Revenue per Audited Statements
$322,673
Total Revenue per Form 990
$289,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,322
Salaries, Compensation, and Employee Benefits$101,019
Total Fundraising Expense$19,825
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$62,969-$9,299$72,268
Depreciation Depletion$41,461$846-$42,307
Other Salaries and Wages$22,308$3,148$3,295$28,751
All Other Expenses$19,456$797$7,231$27,484
Fees for Services Accounting$9,796$9,737-$19,533
Office Expenses$14,597$1,622-$16,219
Other Expenses$9,374$1,042-$10,416
Total Functional Expenses$239,090$18,426$19,825$277,341

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$277,341
Total Expenses per Audited Statements$277,341
Total Expenses per Form 990$277,341
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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 A, Line 7A

“Members of the society elect the board of trustees at the annual meeting”

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by an outside accounting firm. After management has reviewed form 990, it is submitted electronically to the members of the board for any comments prior to its submission. Any issues are addressed and the final 990 is approved for filing”

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

“The organization currently has in place a conflict of interest policy which it regularly monitors and enforces. The board currently mandates that all members of management and the governing body disclose any potential or actual conflicts that may exist. If a potential or actual conflict of interest exists, the member of the board will be notified immediately for appropriate action.”

Form 990, Part VI, Section B, Line 15A

“The executive director's salary is determined by evaluating the most recent salary and benefits survey published by the museum association of new york and informal inquiries and anecdotal information of other similar nonprofit organizations in the westchester county area. The executive committee approves the salary. There are no other officers who are compensated and no employees who meet the definition of key employee”

Form 990, Part VI, Section C, Line 18

“Documents are made available upon request. The organization's financial statements and 990 are available for public inspection on the irs website.”

Form 990, Part VI, Section C, Line 19

“The organization currently has in place a conflict of interest policy which it regularly monitors and enforces. The board currently mandates that all members of management and the governing body disclose any potential or actual conflicts that may exist. If a potential or actual conflict of interest exists, the member of the board will be notified immediately for appropriate action.”

Filing and Contact Details

Filer

Filer Name
The New Castle Historical Society
EIN
13-6274536
Phone
9142384666
Address
PO BOX 55, CHAPPAQUA, NY 10514

Signing Officer

Name
Richard Comstock
Title
Treasurer
Phone
9142384666
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Comstock
Formed
1966
Legal Domicile
Ny
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
190

Preparer

Firm
Fuller Lowenberg & Co Cpas Pc
Address
200 MOTOR PKWY D-24, HAUPPAUGE, NY 11788
Preparer
Lynn Giugliano CPA
Phone
6314997900
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A - Terms for Not Reporting Assets Per Sfas 116

“The society has elected not to capitalize a collection of works of art, antiques, documents and photographs that are held for exhibit.”

Part X - Fin 48 Footnote

“The organization has determined that there are no material uncertain tax positions that require recognition or disclosure in the finanical statements.”

Part XI, Line 2D - Revenue Amounts Included in Financials - Other

“Costs of inventory $ 7,184”

Part XII, Line 2D - Expense Amounts Included in Financials - Other

“Costs of inventory $ 7,184”

Raw XML AppendixShowing 400 of 564 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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IRS990/ActivityOrMissionDesc0THE NEW CASTLE HISTORICAL SOCIETY IS AN EDUCATIONAL ORGANIZATION DEDICATED TO ENGAGING DIVERSE AUDIENCES IN LEARNING ABOUT THE RICH HISTORY OF THE TOWN OF NEW CASTLE. THE HORACE GREELEY HOUSE SERVES AS A HOUSE MUSEUM, AN EXHIBITION SPACE, AND A RESEARCH CENTER.THE MISSION OF THE NEW CASTLE HISTORICAL SOCIETY IS TO DISCOVER, COLLECT, PRESERVE AND COMMUNICATE THE HISTORY OF THE TOWN OF NEW CASTLE.THE NEW CASTLE HISTORICAL SOCIETY'S VISION IS TO CREATE A SENSE OF COMMUNITY THROUGH A SHARED UNDERSTANDING OF THE TOWN'S HISTORY, TO SERVE AS A RESOURCE OF LEARNING FOR INDIVIDUALS AND FAMILIES, AND TO BE AN INVITING CULTURAL BASE FOR THE TOWN OF NEW CASTLE.
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