Civic Intelligence

Clinton Historical Society Inc

EIN 16-1082669 • 501(c)3 • Clinton, NY

Profile

The primary purpose of the organization is to promote historic preservation to individual throughout the clinton, ny community and the nys area

One Fountain St P O Box 42Clinton, NY 13323-0042

www.clintonhistory.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

44%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$961,838

Up $6,586 (+0.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$961,838

Up $6,586 (+0.7%) from 2024

Revenue

Up

$85,509

Up $26,300 (+44%) from 2024

Expenses

Down

$64,099

Down $2,733 (-4.1%) from 2024

Net Income

Up

$21,410

Up $29,033 (+381%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $485,079Liabilities 2011: $0Net Assets 2011: $485,0792011Assets 2012: $501,574Liabilities 2012: $0Net Assets 2012: $501,5742012Assets 2013: $549,097Liabilities 2013: $0Net Assets 2013: $549,0972013Assets 2014: $582,480Liabilities 2014: $0Net Assets 2014: $582,4802014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $590,307Liabilities 2016: $0Net Assets 2016: $590,3072016Assets 2017: $823,649Liabilities 2017: $0Net Assets 2017: $823,6492017Assets 2018: $866,194Liabilities 2018: $0Net Assets 2018: $866,1942018Assets 2019: $989,388Liabilities 2019: $0Net Assets 2019: $989,3882019Assets 2020: $924,009Liabilities 2020: $0Net Assets 2020: $924,0092020Assets 2021: $945,839Liabilities 2021: $0Net Assets 2021: $945,8392021Assets 2022: $924,546Liabilities 2022: $0Net Assets 2022: $924,5462022Assets 2023: $863,611Liabilities 2023: $0Net Assets 2023: $863,6112023Assets 2024: $955,252Liabilities 2024: $0Net Assets 2024: $955,2522024Assets 2025: $961,838Liabilities 2025: $0Net Assets 2025: $961,8382025

Highlighted filing

2025

Assets$961,838
Liabilities$0
Net Assets$961,838

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $24,640Expenses 2011: $19,719Net Income 2011: $4,9212011Revenue 2012: $60,068Expenses 2012: $28,242Net Income 2012: $31,8262012Revenue 2013: $62,296Expenses 2013: $21,146Net Income 2013: $41,1502013Revenue 2014: $56,503Expenses 2014: $23,120Net Income 2014: $33,3832014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $22,617Expenses 2016: $24,404Net Income 2016: -$1,7872016Revenue 2017: $254,240Expenses 2017: $20,898Net Income 2017: $233,3422017Revenue 2018: $88,312Expenses 2018: $45,767Net Income 2018: $42,5452018Revenue 2019: $42,916Expenses 2019: $57,809Net Income 2019: -$14,8932019Revenue 2020: $135,870Expenses 2020: $54,951Net Income 2020: $80,9192020Revenue 2021: $46,828Expenses 2021: $45,239Net Income 2021: $1,5892021Revenue 2022: $45,505Expenses 2022: $52,919Net Income 2022: -$7,4142022Revenue 2023: $43,161Expenses 2023: $64,705Net Income 2023: -$21,5442023Revenue 2024: $59,209Expenses 2024: $66,832Net Income 2024: -$7,6232024Revenue 2025: $85,509Expenses 2025: $64,099Net Income 2025: $21,4102025

Highlighted filing

2025

Revenue$85,509
Expenses$64,099
Net Income$21,410

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.62$0.00$9.62$0.86$0.64$0.21
2024Summary only. Only limited summary data is available for this year.$9.55$0.00$9.55$0.59$0.67$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.64$0.00$8.64$0.43$0.65$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.25$0.00$9.25$0.46$0.53$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.46$0.00$9.46$0.47$0.45$0.02
2020Summary only. Only limited summary data is available for this year.$9.24$0.00$9.24$1.36$0.55$0.81
2019Summary only. Only limited summary data is available for this year.$9.89$0.00$9.89$0.43$0.58$0.15
2018Summary only. Only limited summary data is available for this year.$8.66$0.00$8.66$0.88$0.46$0.43
2017Summary only. Only limited summary data is available for this year.$8.24$0.00$8.24$2.54$0.21$2.33
2016Summary only. Only limited summary data is available for this year.$5.90$0.00$5.90$0.23$0.24$0.02
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$5.82$0.00$5.82$0.57$0.23$0.33
2013Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$0.62$0.21$0.41
2012Summary only. Only limited summary data is available for this year.$5.02$0.00$5.02$0.60$0.28$0.32
2011Summary only. Only limited summary data is available for this year.$4.85$0.00$4.85$0.25$0.20$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Mar 15, 2025
Return Version
2024v5.0
Gross Receipts
$316,015
Mission and Program Overview

Mission

The primary purpose of the organization is to promote historic preservation to individual throughout the clinton, ny community and the nys area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$887,942$895,524▲ $7,582
Land, Buildings, and Equipment, Net$36,745$36,696▼ $49
Savings and Temporary Cash Investments$19,198$17,860▼ $1,338
Cash and Non-Interest-Bearing Accounts$9,567$9,958▲ $391
Total Assets$955,252$961,838▲ $6,586
Other Assets Total$1,800$1,800→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$945,872$952,458▲ $6,586
Net Assets With Donor Restrictions$9,380$9,380→ $0
Total Net Assets Fund Balance$955,252$961,838▲ $6,586
Total Liabilities and Net Assets / Fund Balance$955,252$961,838▲ $6,586

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,696$21,399$58,095
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maureen BoscoPresident
Joanne GillisSecretary
Kathryn BaisleyTreasurer
Rose RaymondVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$22,454
Program Service Revenue
$700
Investment Income
$63,571
Other Revenue
$-1,216
All Other Contributions
$12,786
Change in Net Assets
$21,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,643
Salaries, Compensation, and Employee Benefits$17,456
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,290$1,588-$15,878
Occupancy$9,495$1,055-$10,550
Insurance$5,846$650-$6,496
Fees for Service Investment Mgmnt Fees$5,531$615-$6,146
Office Expenses$4,810$534-$5,344
All Other Expenses$3,357$320-$3,677
Advertising$2,010$223-$2,233
Depreciation Depletion$2,137--$2,137
Payroll Taxes$1,420$158-$1,578
Other Expenses$1,068$119-$1,187
Fees for Services Accounting$900$100-$1,000
Fees for Services Other$225--$225
Conferences and Meetings$62$7-$69
Total Functional Expenses$57,972$6,127$0$64,099
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
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, Page 6, Part VI, Line 11B

Internal review of form 990 by board members

Form 990, Page 6, Part VI, Line 19

Business office open to public for inspection or per email or mail if requested

Filing and Contact Details

Filer

Filer Name
Clinton Historical Society Inc
EIN
16-1082669
Phone
3158591392
Address
ONE FOUNTAIN ST P O BOX 42, CLINTON, NY 13323-0042

Signing Officer

Name
Kathryn Baisley
Title
Treasurer
Phone
3158591392
Signed
2025-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rose Raymond
Formed
1962
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
5

Preparer

Firm
Christopher R Lambert & Associates
Address
8365 SENECA TPKE, NEW HARTFORD, NY 13413
Preparer
Christopher R Lambert
Phone
3157326036
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers donate time to assist with various events and operations

Form 990, Page 2, Part III, Line 4D

ART SHOWS AND SALES

Raw XML Appendix359 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/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0209792
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032987
IRS990ScheduleA/Total509Grp/TotalAmt0209792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032987
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209792
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt036696
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021399
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058095
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036696
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS DONATE TIME TO ASSIST WITH VARIOUS EVENTS AND OPERATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART SHOWS AND SALES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNAL REVIEW OF FORM 990 BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUSINESS OFFICE OPEN TO PUBLIC FOR INSPECTION OR PER EMAIL OR MAIL IF REQUESTED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0955252
IRS990/TotalAssetsEOYAmt0961838
IRS990/TotalAssetsGrp/BOYAmt0955252
IRS990/TotalAssetsGrp/EOYAmt0961838
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022454
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06127
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057972
IRS990/TotalFunctionalExpensesGrp/TotalAmt064099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0955252
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0961838
IRS990/TotalOtherProgSrvcExpenseAmt052441
IRS990/TotalProgramServiceExpensesAmt057972
IRS990/TotalProgramServiceRevenueAmt0700
IRS990/TotalRevenueGrp/ExclusionAmt0-516
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063571
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085509
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0955252
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0961838
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 FOUNTAIN STREET
IRS990/USAddress/CityNm0CLINTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013323
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CLINTONHISTORY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN BAISLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03158591392
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLINTON HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0CLIN
ReturnHeader/Filer/EIN0161082669
ReturnHeader/Filer/PhoneNum03158591392
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE FOUNTAIN ST P O BOX 42
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0133230042
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161512986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTOPHER R LAMBERT & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08365 SENECA TPKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013413
ReturnHeader/PreparerPersonGrp/PhoneNum03157326036
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER R LAMBERT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-14T14:37:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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