Civic Intelligence

Putnam History Museum

EIN 14-6029980 • 501(c)3 • Cold Spring, NY

Profile

The purpose of the organization is to collect and preserve historical and cultural materials pertaining to the hudson highlands, the west point foundry and putnam county; and to make such materials available to the public.

63 Chestnut StreetCold Spring, NY 10516

www.putnamhistorymuseum.org

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.03x

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

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

Net Margin

46th percentile

2.7%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

55th percentile

$73,304

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

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

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

46th percentile

5.2%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Up

$3,344,243

Up $44,292 (+1.3%) from 2023

Liabilities

Up

$8,526

Up $4,735 (+125%) from 2023

Net Assets

Up

$3,335,717

Up $39,557 (+1.2%) from 2023

Revenue

Up

$286,699

Up $14,184 (+5.2%) from 2023

Expenses

Down

$278,931

Down $20,319 (-6.8%) from 2023

Net Income

Up

$7,768

Up $34,503 (+129%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,143,698Liabilities 2011: $385Net Assets 2011: $3,143,3132011Assets 2012: $3,141,184Liabilities 2012: $220Net Assets 2012: $3,140,9642012Assets 2013: $3,207,866Liabilities 2013: $131Net Assets 2013: $3,207,7352013Assets 2014: $3,166,545Liabilities 2014: $159Net Assets 2014: $3,166,3862014Assets 2015: $3,089,363Liabilities 2015: $115Net Assets 2015: $3,089,2482015Assets 2016: $3,099,886Liabilities 2016: $179Net Assets 2016: $3,099,7072016Assets 2017: $3,177,604Liabilities 2017: $94Net Assets 2017: $3,177,5102017Assets 2018: $3,132,746Liabilities 2018: $318Net Assets 2018: $3,132,4282018Assets 2019: $3,248,349Liabilities 2019: $295Net Assets 2019: $3,248,0542019Assets 2020: $3,437,127Liabilities 2020: $325Net Assets 2020: $3,436,8022020Assets 2021: $3,510,463Liabilities 2021: $738Net Assets 2021: $3,509,7252021Assets 2022: $3,176,947Liabilities 2022: $9,471Net Assets 2022: $3,167,4762022Assets 2023: $3,299,951Liabilities 2023: $3,791Net Assets 2023: $3,296,1602023Assets 2024: $3,344,243Liabilities 2024: $8,526Net Assets 2024: $3,335,7172024

Highlighted filing

2024

Assets$3,344,243
Liabilities$8,526
Net Assets$3,335,717

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $283,189Expenses 2011: $275,978Net Income 2011: $7,2112011Revenue 2012: $247,804Expenses 2012: $281,242Net Income 2012: -$33,4382012Revenue 2013: $219,644Expenses 2013: $235,018Net Income 2013: -$15,3742013Revenue 2014: $254,814Expenses 2014: $243,272Net Income 2014: $11,5422014Revenue 2015: $193,513Expenses 2015: $233,278Net Income 2015: -$39,7652015Revenue 2016: $288,969Expenses 2016: $227,827Net Income 2016: $61,1422016Revenue 2017: $202,995Expenses 2017: $213,913Net Income 2017: -$10,9182017Revenue 2018: $343,722Expenses 2018: $330,324Net Income 2018: $13,3982018Revenue 2019: $277,826Expenses 2019: $207,150Net Income 2019: $70,6762019Revenue 2020: $271,369Expenses 2020: $234,702Net Income 2020: $36,6672020Revenue 2021: $304,309Expenses 2021: $272,401Net Income 2021: $31,9082021Revenue 2022: $273,205Expenses 2022: $274,223Net Income 2022: -$1,0182022Revenue 2023: $272,515Expenses 2023: $299,250Net Income 2023: -$26,7352023Revenue 2024: $286,699Expenses 2024: $278,931Net Income 2024: $7,7682024

Highlighted filing

2024

Revenue$286,699
Expenses$278,931
Net Income$7,768

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.01$3.34$0.29$0.28$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.27$0.30$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.01$3.17$0.27$0.27$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.30$0.27$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.27$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.28$0.21$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.34$0.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.20$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.29$0.23$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.19$0.23$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.25$0.24$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.22$0.24$0.02
2012Summary only. Only limited summary data is available for this year.$3.14$0.00$3.14$0.25$0.28$0.03
2011Summary only. Only limited summary data is available for this year.$3.14$0.00$3.14$0.28$0.28$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.0
Gross Receipts
$368,808
Mission and Program Overview

Mission

The purpose of the organization is to collect and preserve historical and cultural materials pertaining to the hudson highlands, the west point foundry and putnam county; and to make such materials available to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,023,844$1,072,703▲ $48,859
Land, Buildings, and Equipment, Net$296,888$277,901▼ $18,987
Savings and Temporary Cash Investments$108,890$101,417▼ $7,473
Cash and Non-Interest-Bearing Accounts$6,978$32,695▲ $25,717
Accounts Receivable$5,685$1,861▼ $3,824
Total Assets$3,299,951$3,344,243▲ $44,292
Other Assets Total$1,857,666$1,857,666→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,791$8,526▲ $4,735
Total Liabilities$3,791$8,526▲ $4,735
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,296,160$3,335,717▲ $39,557
Total Net Assets Fund Balance$3,296,160$3,335,717▲ $39,557
Total Liabilities and Net Assets / Fund Balance$3,299,951$3,344,243▲ $44,292

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$214,448$782,113$996,561
Other Land Buildings$1,063$143,459$144,522
Land$62,000-$62,000
Equipment$390$42,579$42,969
Other Assets Org$1,857,666--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cassie WardExecutive DiFT$73,304$73,304

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$175,802
Program Service Revenue
$8,123
Investment Income
$107,591
Other Revenue
$-4,817
All Other Contributions
$33,351
Change in Net Assets
$7,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$179,010
Other Expenses$99,921
Total Fundraising Expense$28,898
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,649$7,211$5,604$97,464
Current Officers, Directors, Trustees, and Key Employees$42,136$14,045$14,045$70,226
Occupancy$23,624$2,625-$26,249
Insurance$17,519$1,946-$19,465
Depreciation Depletion$17,088$1,899-$18,987
Payroll Taxes$9,056$1,132$1,132$11,320
Information Technology$6,454$807$807$8,068
Office Expenses$1,134$1,988$4,013$7,135
Fees for Services Other-$5,012-$5,012
Fees for Services Accounting-$3,500-$3,500
Other Expenses$1,546-$3,297$1,546
Total Functional Expenses$209,868$40,165$28,898$278,931
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,277
Fundraising Gross Income$21,460
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$54,594$17,380$1,101$16,279
Lawn Party$13,674$4,080$489$3,591
Total Events$68,268$21,460$26,277$-4,817
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
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, Page 6, Part VI, Line 6

Every person who has paid membership dues to the museum for the current year, shall be entitled to notice of and to vote at any meeting of the members. Meetings of the members shall be held from time to time as the board of trustees may determine.

Form 990, Page 6, Part VI, Line 7A

A meeting of the members shall be held annually during the first half of the current year as deterined by the board of trustees for the election of trustees and any other transactions of business as may properly come before the meeting.

Form 990, Page 6, Part VI, Line 11B

Form 990 is prepared by an outside accounting firm. After management has reviewed form 990, it is submitted to the board finance committee for review and recommendations are presented to the board prior to submission.

Form 990, Page 6, Part VI, Line 12C

The organization currently has in place a conflict of interest policy which it annually monitors and enforces. The board currently mandates that all members of management and the governing body annually sign a conflict of interest policy and disclose any potential or actual conflicts that may exist.

Form 990, Page 6, Part VI, Line 15A

The board determines compensation by reviewing appropriate and adequate data to determine the reasonableness of compensation being considered and is approved by the board of trustees.

Form 990, Page 6, Part VI, Line 19

The organization makes its 990 available for public inspection on guidestar.org. In addition, form 990 and other policies of the organization are available upon request.

Filing and Contact Details

Filer

Filer Name
Putnam History Museum
EIN
14-6029980
Phone
8452654010
Address
63 CHESTNUT STREET, COLD SPRING, NY 10516

Signing Officer

Name
Kevin Price
Title
Executive Director
Phone
8452654010
Signed
2025-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Price
Formed
1906
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
30

Preparer

Firm
Victor J Cannistra CPA Pc
Address
43 KENSICO DR FL 2, MOUNT KISCO, NY 10549
Preparer
Victor J Cannistra CPA
Phone
9142413605
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of the organization is to collect and preserve historical and cultural materials pertaining to the hudson highlands, the west point foundry and putnam county; and to make such materials available to the public.

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

Collections consist of paintings, prints, photographs, costumes, documents, maps, books and artifacts pertaining to the hudson highlands region. These items are used for educational purposes and exhibits.

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IRS990/MissionDesc0THE PURPOSE OF THE ORGANIZATION IS TO COLLECT AND PRESERVE HISTORICAL AND CULTURAL MATERIALS PERTAINING TO THE HUDSON HIGHLANDS, THE WEST POINT FOUNDRY AND PUTNAM COUNTY; AND TO MAKE SUCH MATERIALS AVAILABLE TO THE PUBLIC.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COLLECTIONS CONSIST OF PAINTINGS, PRINTS, PHOTOGRAPHS, COSTUMES, DOCUMENTS, MAPS, BOOKS AND ARTIFACTS PERTAINING TO THE HUDSON HIGHLANDS REGION. THESE ITEMS ARE USED FOR EDUCATIONAL PURPOSES AND EXHIBITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART III, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ORGANIZATION IS TO COLLECT AND PRESERVE HISTORICAL AND CULTURAL MATERIALS PERTAINING TO THE HUDSON HIGHLANDS, THE WEST POINT FOUNDRY AND PUTNAM COUNTY; AND TO MAKE SUCH MATERIALS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY PERSON WHO HAS PAID MEMBERSHIP DUES TO THE MUSEUM FOR THE CURRENT YEAR, SHALL BE ENTITLED TO NOTICE OF AND TO VOTE AT ANY MEETING OF THE MEMBERS. MEETINGS OF THE MEMBERS SHALL BE HELD FROM TIME TO TIME AS THE BOARD OF TRUSTEES MAY DETERMINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A MEETING OF THE MEMBERS SHALL BE HELD ANNUALLY DURING THE FIRST HALF OF THE CURRENT YEAR AS DETERINED BY THE BOARD OF TRUSTEES FOR THE ELECTION OF TRUSTEES AND ANY OTHER TRANSACTIONS OF BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER MANAGEMENT HAS REVIEWED FORM 990, IT IS SUBMITTED TO THE BOARD FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATIONS ARE PRESENTED TO THE BOARD PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD DETERMINES COMPENSATION BY REVIEWING APPROPRIATE AND ADEQUATE DATA TO DETERMINE THE REASONABLENESS OF COMPENSATION BEING CONSIDERED AND IS APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS 990 AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR.ORG. IN ADDITION, FORM 990 AND OTHER POLICIES OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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