Civic Intelligence

Washington County Historical Society

EIN 14-6030184 • 501(c)3 • Fort Edward, NY

Profile

To promote public interest and participation in the preservation of the rich cultural heritage of Washington County, New York.

167 BroadwayFort Edward, NY 12828

n/A

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.06x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$526,342

Up $10,459 (+2.0%) from 2023

Liabilities

Down

$3,900

Down $8,126 (-68%) from 2023

Net Assets

Up

$522,442

Up $18,585 (+3.7%) from 2023

Revenue

Down

$60,586

Down $26,430 (-30%) from 2023

Expenses

Down

$50,826

Down $20,692 (-29%) from 2023

Net Income

Down

$9,760

Down $5,738 (-37%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $599,411Liabilities 2010: $1,556Net Assets 2010: $597,8552010Assets 2011: $565,061Liabilities 2011: $1,561Net Assets 2011: $563,5002011Assets 2012: $564,161Liabilities 2012: $1,664Net Assets 2012: $562,4972012Assets 2013: $582,874Liabilities 2013: $1,453Net Assets 2013: $581,4212013Assets 2014: $590,834Liabilities 2014: $1,665Net Assets 2014: $589,1692014Assets 2015: $569,953Liabilities 2015: $3,940Net Assets 2015: $566,0132015Assets 2016: $589,541Liabilities 2016: $3,962Net Assets 2016: $585,5792016Assets 2017: $598,665Liabilities 2017: $2,001Net Assets 2017: $596,6642017Assets 2018: $550,521Liabilities 2018: $1,710Net Assets 2018: $548,8112018Assets 2019: $574,927Liabilities 2019: $1,758Net Assets 2019: $573,1692019Assets 2020: $607,564Liabilities 2020: $840Net Assets 2020: $606,7242020Assets 2021: $615,088Liabilities 2021: $2,102Net Assets 2021: $612,9862021Assets 2022: $534,013Liabilities 2022: $1,637Net Assets 2022: $532,3762022Assets 2023: $515,883Liabilities 2023: $12,026Net Assets 2023: $503,8572023Assets 2024: $526,342Liabilities 2024: $3,900Net Assets 2024: $522,4422024

Highlighted filing

2024

Assets$526,342
Liabilities$3,900
Net Assets$522,442

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $47,8302010Expenses 2011: $60,8742011Expenses 2012: $57,5832012Revenue 2013: $37,540Expenses 2013: $58,818Net Income 2013: -$21,2782013Revenue 2014: $67,227Expenses 2014: $64,908Net Income 2014: $2,3192014Revenue 2015: $51,593Expenses 2015: $54,503Net Income 2015: -$2,9102015Revenue 2016: $64,444Expenses 2016: $56,620Net Income 2016: $7,8242016Revenue 2017: $102,448Expenses 2017: $62,144Net Income 2017: $40,3042017Revenue 2018: $44,836Expenses 2018: $61,248Net Income 2018: -$16,4122018Revenue 2019: $46,310Expenses 2019: $67,684Net Income 2019: -$21,3742019Revenue 2020: $55,814Expenses 2020: $47,834Net Income 2020: $7,9802020Revenue 2021: $91,962Expenses 2021: $93,222Net Income 2021: -$1,2602021Revenue 2022: $53,244Expenses 2022: $67,814Net Income 2022: -$14,5702022Revenue 2023: $87,016Expenses 2023: $71,518Net Income 2023: $15,4982023Revenue 2024: $60,586Expenses 2024: $50,826Net Income 2024: $9,7602024

Highlighted filing

2024

Revenue$60,586
Expenses$50,826
Net Income$9,760

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.26$0.04$5.22$0.61$0.51$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.12$5.04$0.87$0.72$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.34$0.02$5.32$0.53$0.68$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.02$6.13$0.92$0.93$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.01$6.07$0.56$0.48$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.02$5.73$0.46$0.68$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.02$5.49$0.45$0.61$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.99$0.02$5.97$1.02$0.62$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.04$5.86$0.64$0.57$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.70$0.04$5.66$0.52$0.55$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.91$0.02$5.89$0.67$0.65$0.02
2013Detailed filing. Detailed filing data is available for this year.$5.83$0.01$5.81$0.38$0.59$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.02$5.62$0.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.02$5.64$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.02$5.98$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.2
Gross Receipts
$80,925
Mission and Program Overview

Mission

To promote public interest and participation in the preservation of the rich cultural heritage of Washington County, New York.

Washington County Historical Society is an educational organization dedicated to engaging diverse audiences in the study and application of the collective heritage of Washington County, New York, and its environs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$301,621$314,208▲ $12,587
Land, Buildings, and Equipment, Net$146,532$144,550▼ $1,982
Savings and Temporary Cash Investments$47,328$50,093▲ $2,765
Cash and Non-Interest-Bearing Accounts$19,972$17,491▼ $2,481
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$515,982$526,342▲ $10,360
Other Assets Total$529$0▼ $529
Liabilities
Other Liabilities$11,985$3,900▼ $8,085
Accounts Payable and Accrued Expenses$41--
Total Liabilities$12,026$3,900▼ $8,126
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$503,956$522,442▲ $18,486
Total Net Assets Fund Balance$503,956$522,442▲ $18,486
Total Liabilities and Net Assets / Fund Balance$515,982$526,342▲ $10,360

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$98,000-$98,000
Other Land Buildings$18,267$33,895$52,162
Leasehold Improvements$27,560$18,157$45,717
Equipment$723$7,297$8,020
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melanie BlockFinance Chair
Patrick NilesPresident
Cheryl PutortiVice President
Alec McMorrisTrustee
Debi CraigTrustee
Eric HuntingtonTrustee
Gary HartTrustee
Jane HartnettTrustee
Kathy HuntingtonTrustee
Nancy Jo DavidsenTrustee
Sarah HallTrustee
Joan HandyTrustee Emerita
John MeadHistorian
Kelly MeadSecretary
Jeanne Lapoint WoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,323
Program Service Revenue
$3,871
Investment Income
$27,731
Other Revenue
$1,661
All Other Contributions
$20,602
Change in Net Assets
$9,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,477
Salaries, Compensation, and Employee Benefits$22,349
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$19,787-$19,787
Occupancy-$10,002-$10,002
Insurance-$3,380-$3,380
Fees for Services Accounting-$2,725-$2,725
Payroll Taxes-$2,562-$2,562
Depreciation Depletion-$1,982-$1,982
Office Expenses-$1,204-$1,204
Information Technology-$503-$503
All Other Expenses$299$48-$347
Other Expenses$317$540-$317
Total Functional Expenses$4,432$46,394$0$50,826
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,761
Fundraising Direct Expenses$100
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Restricted Publications$2,500
Restricted Signage$1,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

After the 990 is presented to the Executive Director by the CPA, they review it with the board of trustees prior to filing.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Washington County Historical Society Inc
EIN
14-6030184
Phone
5187479108
Address
167 Broadway, Fort Edward, NY 12828

Signing Officer

Name
Patrick Niles
Title
President
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Niles
Formed
1940
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
0
Employees
1

Preparer

Firm
Levy Breaks LLC
Address
132 Main Street, Greenwich, NY 12834
Preparer
Daniel Petteys CPA
Phone
5185381983
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

Historical display items from the 1800's when the building housing the items was built.

Raw XML AppendixShowing 400 of 496 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/Form990PartVIISectionAGrp/PersonNm12Cheryl Putorti
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IRS990/Form990PartVIISectionAGrp/PersonNm14Kelly Mead
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee Emerita
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0314208
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0146532
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0144550
IRS990/LandBldgEquipCostOrOtherBssAmt0203899
IRS990/LegalDomicileStateCd0NY
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To promote public interest and participation in the preservation of the rich cultural heritage of Washington County, New York.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0503956
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0503956
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt010002
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01204
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0529
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IRS990/OtherExpensesGrp/Desc100
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IRS990/OtherExpensesGrp/Desc3Bookshop Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03661
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1540
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IRS990/OtherExpensesGrp/ProgramServicesAmt1317
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IRS990/OtherExpensesGrp/TotalAmt2540
IRS990/OtherExpensesGrp/TotalAmt3317
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02562
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Patrick Niles
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031293
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08903
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalSupportAmt0320113
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt098000
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IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0723
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07297
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08020

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