Civic Intelligence

Oswego County Historical Society

EIN 15-6024641 • 501(c)3 • Oswego, NY

Profile

The oswego county historical society seeks to interpret its collections to connect the community to past, present and future topics relevant to local history, and to promote a public interest in oswego countys historical resources.

135 East Third StreetOswego, NY 13126
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE A • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE A • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

46%

Higher net margin than 85% of similar nonprofits.

NTEE A • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE A • <$500k nonprofits • Source year 2024

Asset Growth

71st percentile

24%

Faster asset growth than 71% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

139%

Faster revenue growth than 91% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$436,287

Up $83,969 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$436,287

Up $83,969 (+24%) from 2023

Revenue

Up

$188,213

Up $109,550 (+139%) from 2023

Expenses

Up

$100,969

Up $30,254 (+43%) from 2023

Net Income

Up

$87,244

Up $79,296 (+998%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $310,909Liabilities 2017: $0Net Assets 2017: $310,9092017Assets 2018: $304,395Liabilities 2018: $0Net Assets 2018: $304,3952018Assets 2019: $315,964Liabilities 2019: $0Net Assets 2019: $315,9642019Assets 2020: $283,623Liabilities 2020: $0Net Assets 2020: $283,6232020Assets 2021: $327,280Liabilities 2021: $0Net Assets 2021: $327,2802021Assets 2022: $321,127Liabilities 2022: $0Net Assets 2022: $321,1272022Assets 2023: $352,318Liabilities 2023: $0Net Assets 2023: $352,3182023Assets 2024: $436,287Liabilities 2024: $0Net Assets 2024: $436,2872024

Highlighted filing

2024

Assets$436,287
Liabilities$0
Net Assets$436,287

Operations Trend

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

$200K$100K$0-$100KRevenue 2017: $40,890Expenses 2017: $33,585Net Income 2017: $7,3052017Revenue 2018: $53,029Expenses 2018: $42,502Net Income 2018: $10,5272018Revenue 2019: $34,196Expenses 2019: $48,821Net Income 2019: -$14,6252019Revenue 2020: $24,643Expenses 2020: $74,392Net Income 2020: -$49,7492020Revenue 2021: $61,298Expenses 2021: $42,002Net Income 2021: $19,2962021Revenue 2022: $71,888Expenses 2022: $62,982Net Income 2022: $8,9062022Revenue 2023: $78,663Expenses 2023: $70,715Net Income 2023: $7,9482023Revenue 2024: $188,213Expenses 2024: $100,969Net Income 2024: $87,2442024

Highlighted filing

2024

Revenue$188,213
Expenses$100,969
Net Income$87,244

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.2
Gross Receipts
$196,563
Mission and Program Overview

Mission

Maintain and provide tours for house museum

The oswego county historical society seeks to interpret its collections to connect the community to past, present and future topics relevant to local history, and to promote a public interest in oswego countys historical resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$153,700$153,700→ $0
Investments in Publicly Traded Securities$102,207$117,840▲ $15,633
Cash and Non-Interest-Bearing Accounts$66,360$97,018▲ $30,658
Savings and Temporary Cash Investments$30,051$67,729▲ $37,678
Total Assets$352,318$436,287▲ $83,969
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$352,318$436,287▲ $83,969
Total Net Assets Fund Balance$352,318$436,287▲ $83,969
Total Liabilities and Net Assets / Fund Balance$352,318$436,287▲ $83,969

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$340,300$340,300
Land$153,700-$153,700
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eva CorradinoPresident
Mary ShanleyVice President
Alanna OssDirector
Alyson DecosaDirector
Andrea VickeryDirector
Charlene MitchellDirector
Dan RuddyDirector
Jennifer BertoliniDirector
Mary Kay StoneDirector
Mary RomanDirector
Joey SweenerSecretary
Julie LairdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$164,782
Program Service Revenue
$4,963
Investment Income
$1,956
Other Revenue
$16,512
All Other Contributions
$115,913
Change in Net Assets
$87,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,720
Salaries, Compensation, and Employee Benefits$26,249
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$31,300--$31,300
Other Salaries and Wages$20,456--$20,456
Office Expenses$6,853--$6,853
Payroll Taxes$5,793--$5,793
Advertising$2,985--$2,985
Insurance$1,061--$1,061
Other Expenses$507--$507
Fees for Services Other$465--$465
Conferences and Meetings$73--$73
Total Functional Expenses$100,969$0$0$100,969
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,862
Fundraising Direct Expenses$8,350
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction----
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
Backup withholding compliance
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
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 governing body review Part VI line 11

No review was conducted or will be conducted

Governing documents etc available to public Part VI line 19

Governing documents are available to the general public by written request

Filing and Contact Details

Filer

Filer Name
Oswego County Historical Society
EIN
15-6024641
In Care Of
% JULIE LARD
Phone
3153431342
Address
135 EAST THIRD STREET, OSWEGO, NY 13126

Signing Officer

Name
Julie Lard
Title
Treasurer
Phone
3153431342
Signed
2025-08-20
Discuss with paid preparer
Yes

Organization Details

Formed
1948
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
1

Preparer

Firm
Canale Insurance & Accounting LLC
Address
234 East Albany Street, Oswego, NY 13126
Preparer
Phylisa Sova
Phone
3153434456
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Dividends included in unrealized gains and losses in prior years instead of income on the 990

List of other fees for services expenses Part IX line 11G

SEE STATEMENT

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0344535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0166
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010417
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt024862
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt029850
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt011929
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08839
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt075480
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02135
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99510
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0430432
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0194607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024477
IRS990ScheduleA/Total509Grp/TotalAmt0430432
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024643
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0432567
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0340300
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0340300
IRS990ScheduleD/LandGrp/BookValueAmt0153700
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0153700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0153700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS CONDUCTED OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC BY WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIVIDENDS INCLUDED IN UNREALIZED GAINS AND LOSSES IN PRIOR YEARS INSTEAD OF INCOME ON THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0436287
IRS990/TotalAssetsGrp/BOYAmt0352318
IRS990/TotalAssetsGrp/EOYAmt0436287
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0164782
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100969
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352318
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0436287
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0100969
IRS990/TotalProgramServiceRevenueAmt04963
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016512
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06919
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0188213
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0352318
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0436287
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false

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