Civic Intelligence

Herkimer County Historical Society

EIN 16-1019882 • 501(c)3 • Herkimer, NY

Profile

Provide local area with a physical museum and historical resource center, staffling support for the museum and research an dprograms promoting local history

406 N Main StHerkimer, NY 13350

n/A

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.03x

Higher debt load relative to revenue than 51% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

NTEE A • $500k-$1M nonprofits • Source year 2024

Asset Growth

25th percentile

-7.3%

Faster asset growth than 25% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-9.2%

Faster revenue growth than 28% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$682,174

Down $53,412 (-7.3%) from 2023

Liabilities

Up

$3,535

Up $1,489 (+73%) from 2023

Net Assets

Down

$678,639

Down $54,901 (-7.5%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin7th percentile

Revenue

Down

$108,711

Down $11,005 (-9.2%) from 2023

Expenses

Up

$167,550

Up $34,192 (+26%) from 2023

Net Income

Down

-$58,839

Down $45,197 (-331%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$800K$600K$400K$200K$0Assets 2011: $588,893Liabilities 2011: $5,312Net Assets 2011: $583,5812011Assets 2012: $682,966Liabilities 2012: $4,513Net Assets 2012: $678,4532012Assets 2013: $702,841Liabilities 2013: $3,361Net Assets 2013: $699,4802013Assets 2014: $692,038Liabilities 2014: $2,545Net Assets 2014: $689,4932014Assets 2015: $683,054Liabilities 2015: $2,572Net Assets 2015: $680,4822015Assets 2016: $702,767Liabilities 2016: $2,670Net Assets 2016: $700,0972016Assets 2017: $702,705Liabilities 2017: $2,898Net Assets 2017: $699,8072017Assets 2018: $701,556Liabilities 2018: $2,262Net Assets 2018: $699,2942018Assets 2019: $740,760Liabilities 2019: $2,714Net Assets 2019: $738,0462019Assets 2020: $754,692Liabilities 2020: $8,112Net Assets 2020: $746,5802020Assets 2021: $773,146Liabilities 2021: $2,231Net Assets 2021: $770,9152021Assets 2022: $729,802Liabilities 2022: $1,536Net Assets 2022: $728,2662022Assets 2023: $735,586Liabilities 2023: $2,046Net Assets 2023: $733,5402023Assets 2024: $682,174Liabilities 2024: $3,535Net Assets 2024: $678,6392024

Highlighted filing

2024

Assets$682,174
Liabilities$3,535
Net Assets$678,639
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100KRevenue 2011: $77,556Expenses 2011: $89,919Net Income 2011: -$12,3632011Revenue 2012: $177,673Expenses 2012: $95,879Net Income 2012: $81,7942012Revenue 2013: $92,218Expenses 2013: $100,219Net Income 2013: -$8,0012013Revenue 2014: $154,907Expenses 2014: $105,026Net Income 2014: $49,8812014Revenue 2015: $135,387Expenses 2015: $129,378Net Income 2015: $6,0092015Revenue 2016: $141,882Expenses 2016: $143,292Net Income 2016: -$1,4102016Revenue 2017: $139,397Expenses 2017: $159,882Net Income 2017: -$20,4852017Revenue 2018: $186,735Expenses 2018: $158,624Net Income 2018: $28,1112018Revenue 2019: $156,782Expenses 2019: $152,749Net Income 2019: $4,0332019Revenue 2020: $119,468Expenses 2020: $110,934Net Income 2020: $8,5342020Revenue 2021: $188,901Expenses 2021: $124,792Net Income 2021: $64,1092021Revenue 2022: $83,962Expenses 2022: $150,721Net Income 2022: -$66,7592022Revenue 2023: $119,716Expenses 2023: $133,358Net Income 2023: -$13,6422023Revenue 2024: $108,711Expenses 2024: $167,550Net Income 2024: -$58,8392024

Highlighted filing

2024

Revenue$108,711
Expenses$167,550
Net Income-$58,839
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$682,174
Liabilities
$3,535
Net assets
$678,639
Revenue
$108,711
Expenses
$167,550
Net income
-$58,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.04$6.79$1.09$1.68$0.59
2023Summary only. Only limited summary data is available for this year.$7.36$0.02$7.34$1.20$1.33$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.30$0.02$7.28$0.84$1.51$0.67
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$0.02$7.71$1.89$1.25$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.08$7.47$1.19$1.11$0.09
2019Summary only. Only limited summary data is available for this year.$7.41$0.03$7.38$1.57$1.53$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.02$6.99$1.87$1.59$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$0.03$7.00$1.39$1.60$0.20
2016Summary only. Only limited summary data is available for this year.$7.03$0.03$7.00$1.42$1.43$0.01
2015Summary only. Only limited summary data is available for this year.$6.83$0.03$6.80$1.35$1.29$0.06
2014Summary only. Only limited summary data is available for this year.$6.92$0.03$6.89$1.55$1.05$0.50
2013Summary only. Only limited summary data is available for this year.$7.03$0.03$6.99$0.92$1.00$0.08
2012Summary only. Only limited summary data is available for this year.$6.83$0.05$6.78$1.78$0.96$0.82
2011Summary only. Only limited summary data is available for this year.$5.89$0.05$5.84$0.78$0.90$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.2
Gross Receipts
$151,417
Mission and Program Overview

Mission

Provide local area with a physical museum and historical resource center, staffling support for the museum and research an dprograms promoting local history

Provide local area with a resource center, library, and museum. Publish local history and provide historical programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$328,809$302,788▼ $26,021
Land, Buildings, and Equipment, Net$307,909$295,235▼ $12,674
Inventories for Sale or Use$53,317$64,027▲ $10,710
Cash and Non-Interest-Bearing Accounts$5,028$17,952▲ $12,924
Savings and Temporary Cash Investments$40,523$2,172▼ $38,351
Total Assets$735,586$682,174▼ $53,412
Liabilities
Accounts Payable and Accrued Expenses$2,046$3,535▲ $1,489
Total Liabilities$2,046$3,535▲ $1,489
Net Assets / Fund Balance
Total Net Assets Fund Balance$733,540$678,639▼ $54,901
Total Liabilities and Net Assets / Fund Balance$735,586$682,174▼ $53,412
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Jeffrey SteelePresident
Iva TrevettVice President
Angela HarrisDirector
Daryl GrubnerDirector
Karl ManneDirector
Patricia StockDirector
Scott VaughnDirector
Sylvia RowanDirector
Tammy CrosswayDirector
Theodore AdamsDirector
Penny VandusenSecretary
Stephen SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$67,674
Program Service Revenue
$0
Investment Income
$30,251
Other Revenue
$10,786
All Other Contributions
$31,578
Change in Net Assets
$-58,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,571
Salaries, Compensation, and Employee Benefits$70,979
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$24,893$36,000-$60,893
Occupancy$44,914--$44,914
Depreciation Depletion$12,674--$12,674
Payroll Taxes-$10,086-$10,086
Other Expenses$7,808--$7,808
Office Expenses$3,874$2,783-$6,657
Insurance$4,531$109-$4,640
Fees for Service Investment Mgmnt Fees-$3,388-$3,388
Fees for Services Accounting-$1,200-$1,200
Fees for Services Legal$675--$675
Advertising$65--$65
Total Functional Expenses$113,984$53,566$0$167,550
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,704
Fundraising Direct Expenses$5,945
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Section A Line 6

“The organization has dues paying members”

Part VI Section A Line 7.A.

“Dues paying members are eligible to vote for directors annually”

Part VI Section B Line 11

“The final form 990 is made available to all directors after review by management”

Part VI Section B Line 15

“Executive committee of board serves as compensation committee and reviews all compensation plans”

Filing and Contact Details

Filer

Filer Name
Herkimer County Historical Society
EIN
16-1019882
Phone
3158666413
Address
406 N MAIN ST, HERKIMER, NY 13350

Signing Officer

Name
Cassandra Castle
Title
Executive Director
Phone
3158666413
Signed
2025-05-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Cassandra Castle
Formed
1896
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
13

Preparer

Firm
H and R Block
Address
50 AUERT AVE, UTICA, NY 13502
Preparer
Terri Abdallah
Phone
8004725625
Raw XML Appendix395 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
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IRS990/AdvertisingGrp/ProgramServicesAmt065
IRS990/AdvertisingGrp/TotalAmt065
IRS990/AllOtherContributionsAmt031578
IRS990/BackupWthldComplianceInd0false
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IRS990/BooksInCareOfDetail/PhoneNum03158666413
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 N MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0Herkimer
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd013350
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IRS990/CashNonInterestBearingGrp/BOYAmt05028
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt03528
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt067674
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030251
IRS990/CYOtherExpensesAmt096571
IRS990/CYOtherRevenueAmt010786
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-58839
IRS990/CYSalariesCompEmpBnftPaidAmt070979
IRS990/CYTotalExpensesAmt0167550
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0108711
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012674
IRS990/DepreciationDepletionGrp/TotalAmt012674
IRS990/Desc0PROVIDE STAFF RESOURCES TO PUBLICLY PROMOTE LOCAL HISTORY AND TO ASSIST IN HISTORICAL RESEARCH
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0675
IRS990/FeesForServicesLegalGrp/TotalAmt0675
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03388
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03388
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm2PENNY VANDUSEN
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IRS990/Form990PartVIISectionAGrp/PersonNm4THEODORE ADAMS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES PAYING MEMBERS ARE ELIGIBLE TO VOTE FOR DIRECTORS ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINAL FORM 990 IS MADE AVAILABLE TO ALL DIRECTORS AFTER REVIEW BY MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE COMMITTEE OF BOARD SERVES AS COMPENSATION COMMITTEE AND REVIEWS ALL COMPENSATION PLANS
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSANDRA CASTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03158666413
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERKIMER COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0HERK
ReturnHeader/Filer/EIN0161019882
ReturnHeader/Filer/PhoneNum03158666413
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ReturnHeader/Filer/USAddress/CityNm0HERKIMER
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UTICA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013502
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terri Abdallah
ReturnHeader/ReturnTs02025-10-02T13:48:44Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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