Civic Intelligence

Schenectady County Historical Society

990 • Fiscal year 2019 • EIN 14-1401793

Apr 01, 2018 to Mar 31, 2019 • Filed on Jul 30, 2019

Organization Profilewww.schenectadyhistorical.org

View Organization Page

32 Washington AvenueSchenectady, NY 12305

(518) 374-0263

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.08x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Source year 2019

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2019 filings • NTEE A • $5M-$10M nonprofits • Source year 2019

Asset Growth

38th percentile

0.6%

Faster asset growth than 38% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-26%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$7,989,396

Up $47,888 (+0.6%) from 2018

Net Assets

Up

$7,923,080

Up $23,348 (+0.3%) from 2018

Liabilities

Up

$66,316

Up $24,540 (+59%) from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin49th percentile

Revenue

Down

$782,770

Down $270,400 (-26%) from 2018

Expenses

Up

$759,422

Up $38,542 (+5.3%) from 2018

Net Income

Down

$23,348

Down $308,942 (-93%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $7,016,410Liabilities 2011: $337,287Net Assets 2011: $6,679,1232011Assets 2012: $7,059,074Liabilities 2012: $6,183Net Assets 2012: $7,052,8912012Assets 2013: $7,157,217Liabilities 2013: $17,134Net Assets 2013: $7,140,0832013Assets 2014: $7,342,963Liabilities 2014: $14,700Net Assets 2014: $7,328,2632014Assets 2015: $7,365,563Liabilities 2015: $23,830Net Assets 2015: $7,341,7332015Assets 2016: $7,336,022Liabilities 2016: $25,627Net Assets 2016: $7,310,3952016Assets 2017: $7,601,106Liabilities 2017: $33,664Net Assets 2017: $7,567,4422017Assets 2018: $7,941,508Liabilities 2018: $41,776Net Assets 2018: $7,899,7322018Assets 2019: $7,989,396Liabilities 2019: $66,316Net Assets 2019: $7,923,0802019Assets 2020: $7,424,217Liabilities 2020: $59,411Net Assets 2020: $7,364,8062020Assets 2021: $9,061,043Liabilities 2021: $541,802Net Assets 2021: $8,519,2412021Assets 2022: $8,970,845Liabilities 2022: $440,613Net Assets 2022: $8,530,2322022Assets 2023: $8,779,199Liabilities 2023: $433,272Net Assets 2023: $8,345,9272023Assets 2024: $9,172,563Liabilities 2024: $429,500Net Assets 2024: $8,743,0632024Assets 2025: $9,311,770Liabilities 2025: $448,650Net Assets 2025: $8,863,1202025

Highlighted filing

2019

Assets$7,989,396
Liabilities$66,316
Net Assets$7,923,080
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $502,9232011Revenue 2012: $972,695Expenses 2012: $598,927Net Income 2012: $373,7682012Expenses 2013: $648,9392013Revenue 2014: $790,131Expenses 2014: $601,951Net Income 2014: $188,1802014Revenue 2015: $620,140Expenses 2015: $606,670Net Income 2015: $13,4702015Revenue 2016: $579,010Expenses 2016: $610,348Net Income 2016: -$31,3382016Revenue 2017: $914,666Expenses 2017: $657,619Net Income 2017: $257,0472017Revenue 2018: $1,053,170Expenses 2018: $720,880Net Income 2018: $332,2902018Revenue 2019: $782,770Expenses 2019: $759,422Net Income 2019: $23,3482019Revenue 2020: $206,886Expenses 2020: $765,160Net Income 2020: -$558,2742020Revenue 2021: $854,471Expenses 2021: $695,610Net Income 2021: $158,8612021Revenue 2022: $1,267,522Expenses 2022: $771,438Net Income 2022: $496,0842022Revenue 2023: $1,122,937Expenses 2023: $936,038Net Income 2023: $186,8992023Revenue 2024: $949,708Expenses 2024: $930,647Net Income 2024: $19,0612024Revenue 2025: $1,079,222Expenses 2025: $954,756Net Income 2025: $124,4662025

Highlighted filing

2019

Revenue$782,770
Expenses$759,422
Net Income$23,348
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$1,976,694
Mission and Program Overview

Mission

HISTORICAL SOCIETY

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,848,781$3,732,092▼ $116,689
Land, Buildings, and Equipment, Net$3,692,000$3,534,023▼ $157,977
Savings and Temporary Cash Investments$368,147$537,703▲ $169,556
Cash and Non-Interest-Bearing Accounts$13,426$162,712▲ $149,286
Total Assets$7,941,508$7,989,396▲ $47,888
Other Assets Total$19,154$22,866▲ $3,712
Liabilities
Deferred Revenue-$52,131-
Accounts Payable and Accrued Expenses$41,776$14,185▼ $27,591
Total Liabilities$41,776$66,316▲ $24,540
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,168,750$4,205,535▲ $36,785
Unrestricted Net Assets$3,730,982$3,717,545▼ $13,437
Total Net Assets Fund Balance$7,899,732$7,923,080▲ $23,348
Total Liabilities and Net Assets / Fund Balance$7,941,508$7,989,396▲ $47,888

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,967,646$1,815,506$4,783,152
Land$547,778-$547,778
Equipment$18,599$180,747$199,346
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Robert WeiblePresident
Richard LewisVice President
Albert FerradinoTrustee
Ann AronsonTrustee
Carolina LazzariTrustee
Christopher LeonardTrustee
Dale Wade-keszeyTrustee
Ellen FladgerTrustee
James StrosbergTrustee
John GearingTrustee
John WoodwardTrustee
Kevin Richard-morrowTrustee
Kim MabeeTrustee
Laura LeeTrustee
Marianne BlanchardTrustee
Martin StrosbergTrustee
Michael KarlTrustee
Robert CarneyTrustee
Sarah KirbyTrustee
Tom DunnTrustee
Robert SullivanSecretary
John HalsteadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$419,250
Program Service Revenue
$0
Investment Income
$217,773
Other Revenue
$145,747
All Other Contributions
$388,425
Change in Net Assets
$23,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$446,508
Salaries, Compensation, and Employee Benefits$312,914
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$312,914$0$0$312,914
All Other Expenses$177,436$0$0$177,436
Depreciation Depletion$171,730$0$0$171,730
Occupancy$31,477$0$0$31,477
Insurance$19,424$0$0$19,424
Office Expenses$12,124$0$0$12,124
Other Expenses$5,978$0$0$5,978
Total Functional Expenses$759,422$0$0$759,422
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
Backup withholding compliance
Yes
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
No
Filing and Contact Details

Filer

Filer Name
Schenectady County Historical Society
EIN
14-1401793
Phone
5183740263
Address
32 WASHINGTON AVENUE, SCHENECTADY, NY 12305

Signing Officer

Name
John Halstead
Title
Treasurer
Phone
5183740263
Signed
2019-07-30
Discuss with paid preparer
Yes

Organization Details

Formed
1905
Legal Domicile
Ny
Voting Board Members
22
Independent Board Members
22
Employees
8
Volunteers
30

Preparer

Firm
Joseph J Dimura Jr CPA
Address
PO BOX 102, EAST GREENBUSH, NY 12061
Preparer
Joseph J Dimura Jr
Phone
5184771287
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Finance committee conducts review prior to filing of the form 990”

Pt VI, Line 19

“Documents available upon request”

Pt VI, Line 8A

“MINUTES RECORDED”

Pt VI, Line 12C

“Board members annually file a signed conflict of interest statement during the first quarter of the fiscal year and information is reviewed by the executive committee”

Form 990, Part IX, Line 24E

“Library & museum 27671. 27671. 0. 0.”

Form 990, Part IX, Line 24E

“Franchere education center 4550. 4550. 0. 0.”

Form 990, Part IX, Line 24E

“Mabee farm 71829. 71829. 0. 0.”

Form 990, Part IX, Line 24E

“Publicity 7152. 7152. 0. 0.”

Form 990, Part IX, Line 24E

“Grant expense 30548. 30548. 0. 0.”

Form 990, Part IX, Line 24E

“Gift shop 6415. 6415. 0. 0.”

Form 990, Part IX, Line 24E

“Special events 22987. 22987. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 6284. 6284. 0. 0.”

Raw XML AppendixShowing 400 of 544 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt041776
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014185
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HISTORICAL SOCIETY
IRS990/AllOtherContributionsAmt0388425
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0177436
IRS990/AllOtherExpensesGrp/TotalAmt0177436
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARY TREANOR
IRS990/BooksInCareOfDetail/PhoneNum05183740263
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt032 WASHINGTON AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SCHENECTADY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012305
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt013426
IRS990/CashNonInterestBearingGrp/EOYAmt0162712
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0419250
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0217773
IRS990/CYOtherExpensesAmt0446508
IRS990/CYOtherRevenueAmt0145747
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt023348
IRS990/CYSalariesCompEmpBnftPaidAmt0312914
IRS990/CYTotalExpensesAmt0759422
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0782770
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt052131
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0171730
IRS990/DepreciationDepletionGrp/TotalAmt0171730
IRS990/Desc0HISTORICAL SOCIETY
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0759422
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT WEIBLE
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN HALSTEAD
IRS990/Form990PartVIISectionAGrp/PersonNm4MARIANNE BLANCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm5ANN ARONSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ALBERT FERRADINO
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT CARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN GEARING
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL KARL
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES STROSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm12DALE WADE-KESZEY
IRS990/Form990PartVIISectionAGrp/PersonNm13LAURA LEE
IRS990/Form990PartVIISectionAGrp/PersonNm14CAROLINA LAZZARI
IRS990/Form990PartVIISectionAGrp/PersonNm15KIM MABEE
IRS990/Form990PartVIISectionAGrp/PersonNm16ELLEN FLADGER
IRS990/Form990PartVIISectionAGrp/PersonNm17SARAH KIRBY
IRS990/Form990PartVIISectionAGrp/PersonNm18MARTIN STROSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm19CHRISTOPHER LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm20KEVIN RICHARD-MORROW
IRS990/Form990PartVIISectionAGrp/PersonNm21JOHN WOODWARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-1622
IRS990/GainOrLossGrp/SecuritiesAmt032715
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt030548
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01225017
IRS990/GrossReceiptsAmt01976694
IRS990/GrossRentsGrp/RealAmt028621
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt019424
IRS990/InsuranceGrp/TotalAmt019424
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0186680
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03848781
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03732092
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01996253
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03692000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03534023
IRS990/LandBldgEquipCostOrOtherBssAmt05530276
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01622
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01192302
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt030825
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt08236
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt08236
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0HISTORICAL SOCIETY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07899732
IRS990/NetAssetsOrFundBalancesEOYAmt07923080
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt031093
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031093
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt028621
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt028621
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt031477
IRS990/OccupancyGrp/TotalAmt031477
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt012124
IRS990/OfficeExpensesGrp/TotalAmt012124
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019154
IRS990/OtherAssetsTotalGrp/EOYAmt022866
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1FEES & LICENSES
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt05731
IRS990/OtherExpensesGrp/ProgramServicesAmt14305
IRS990/OtherExpensesGrp/ProgramServicesAmt218303
IRS990/OtherExpensesGrp/ProgramServicesAmt35978
IRS990/OtherExpensesGrp/TotalAmt05731
IRS990/OtherExpensesGrp/TotalAmt14305
IRS990/OtherExpensesGrp/TotalAmt218303
IRS990/OtherExpensesGrp/TotalAmt35978
IRS990/OtherRevenueMiscGrp/BusinessCd0813410
IRS990/OtherRevenueMiscGrp/BusinessCd1813410
IRS990/OtherRevenueMiscGrp/BusinessCd2813410
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED LOSSES ON INVESTMENTS
IRS990/OtherRevenueMiscGrp/Desc1SPECIAL EVENTS
IRS990/OtherRevenueMiscGrp/Desc2GIFT SHOP
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-9681
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1105894
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt212677
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-9681
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1105894
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt212677
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0117126
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0312914
IRS990/OtherSalariesAndWagesGrp/TotalAmt0312914
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04168750
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04205535
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0JOHN HALSTEAD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0718301
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0141158
IRS990/PYOtherExpensesAmt0449297
IRS990/PYOtherRevenueAmt0193711
IRS990/PYRevenuesLessExpensesAmt0332290
IRS990/PYSalariesCompEmpBnftPaidAmt0271583
IRS990/PYTotalExpensesAmt0720880
IRS990/PYTotalRevenueAmt01053170
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023348
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt028621
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0782770
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0368147
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0537703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0388425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0687801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0477742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0346300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0342513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02242781
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0186680
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0141158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0159319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0165466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0171407
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0824030

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,989,396
Liabilities
$66,316
Net assets
$7,923,080
Revenue
$782,770
Expenses
$759,422
Net income
$23,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.31$0.45$8.86$1.08$0.95$0.12
2024Detailed filing. Detailed filing data is available for this year.$9.17$0.43$8.74$0.95$0.93$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.78$0.43$8.35$1.12$0.94$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.97$0.44$8.53$1.27$0.77$0.50
2021Detailed filing. Detailed filing data is available for this year.$9.06$0.54$8.52$0.85$0.70$0.16
2020Detailed filing. Detailed filing data is available for this year.$7.42$0.06$7.36$0.21$0.77$0.56
2019Detailed filing. Detailed filing data is available for this year.$7.99$0.07$7.92$0.78$0.76$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.94$0.04$7.90$1.05$0.72$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.60$0.03$7.57$0.91$0.66$0.26
2016Detailed filing. Detailed filing data is available for this year.$7.34$0.03$7.31$0.58$0.61$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.37$0.02$7.34$0.62$0.61$0.01
2014Detailed filing. Detailed filing data is available for this year.$7.34$0.01$7.33$0.79$0.60$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.16$0.02$7.14$0.65
2012Summary only. Only limited summary data is available for this year.$7.06$0.01$7.05$0.97$0.60$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$0.34$6.68$0.50