Civic Intelligence

West Monroe Historical Society

EIN 16-1330149 • 501(c)3 • West Monroe, NY

Profile

Preservation of West Monroe Historical Artifacts

2355 State Route 49 PO Box 53West Monroe, NY 13167

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

NTEE A • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

5.4%

Faster revenue growth than 54% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$94,563

Up $1,464 (+1.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$94,563

Up $1,464 (+1.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$7,195

Up $369 (+5.4%) from 2024

Expenses

Up

$5,731

Up $37 (+0.6%) from 2024

Net Income

Up

$1,464

Up $332 (+29%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$100K$50K$0Assets 2016: $87,295Liabilities 2016: $02016Assets 2017: $88,061Net Assets 2017: $88,0612017Assets 2018: $89,640Net Assets 2018: $89,6402018Assets 2019: $89,533Net Assets 2019: $89,5332019Assets 2020: $92,774Net Assets 2020: $92,7742020Assets 2021: $92,661Net Assets 2021: $92,6612021Assets 2022: $94,630Net Assets 2022: $94,6302022Assets 2023: $91,967Net Assets 2023: $91,9672023Assets 2024: $93,099Net Assets 2024: $93,0992024Assets 2025: $94,563Net Assets 2025: $94,5632025

Highlighted filing

2025

Assets$94,563
Liabilities-
Net Assets$94,563
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2016: $7,176Expenses 2016: $5,917Net Income 2016: $1,2592016Revenue 2017: $7,379Expenses 2017: $6,613Net Income 2017: $7662017Revenue 2018: $6,951Expenses 2018: $5,372Net Income 2018: $1,5792018Revenue 2019: $7,487Expenses 2019: $7,594Net Income 2019: -$1072019Revenue 2020: $7,246Expenses 2020: $4,005Net Income 2020: $3,2412020Revenue 2021: $11,362Expenses 2021: $11,475Net Income 2021: -$1132021Revenue 2022: $7,357Expenses 2022: $5,388Net Income 2022: $1,9692022Revenue 2023: $7,107Expenses 2023: $9,770Net Income 2023: -$2,6632023Revenue 2024: $6,826Expenses 2024: $5,694Net Income 2024: $1,1322024Revenue 2025: $7,195Expenses 2025: $5,731Net Income 2025: $1,4642025

Highlighted filing

2025

Revenue$7,195
Expenses$5,731
Net Income$1,464
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,563
Liabilities
-
Net assets
$94,563
Revenue
$7,195
Expenses
$5,731
Net income
$1,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$94.6$94.6$7.20$5.73$1.46
2024Detailed filing. Detailed filing data is available for this year.$93.1$93.1$6.83$5.69$1.13
2023Detailed filing. Detailed filing data is available for this year.$92.0$92.0$7.11$9.77$2.66
2022Detailed filing. Detailed filing data is available for this year.$94.6$94.6$7.36$5.39$1.97
2021Detailed filing. Detailed filing data is available for this year.$92.7$92.7$11.4$11.5$0.11
2020Detailed filing. Detailed filing data is available for this year.$92.8$92.8$7.25$4.01$3.24
2019Detailed filing. Detailed filing data is available for this year.$89.5$89.5$7.49$7.59$0.11
2018Detailed filing. Detailed filing data is available for this year.$89.6$89.6$6.95$5.37$1.58
2017Detailed filing. Detailed filing data is available for this year.$88.1$88.1$7.38$6.61$0.77
2016Summary only. Only limited summary data is available for this year.$87.3$0.00$7.18$5.92$1.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 23, 2026
Return Version
2025v4.0
Gross Receipts
$8,171
Mission and Program Overview

Mission

Preservation of West Monroe Historical Artifacts

Program Services

DescriptionGrantsExpenses
Preservation of West Monroe Historical Collection-$6,707
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence HerbertExecutive DirectorPT$0--
Linda WilliamsVice PresidentPT$0--
Kenneth J ParrotteTreasurerPT$0--
Sharon GearsbeckSecretaryPT$0--
Lee MountPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
West Monroe Historical Society
EIN
16-1330149
Phone
3156682028
Address
2355 State Route 49 PO Box 53, West Monroe, NY 13167

Signing Officer

Name
Lee Mount
Title
President
Signed
2026-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth J Parrotte
Address
PO Box 71, West Monroe, NY 13167
Preparer
Kenneth J Parrotte
Phone
3156688416
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Travelers Ins. $2272”

Other Expenses.2

“D & O Insurance $377”

Other Expenses.3

“Misc. $100”

Other Expenses.4

“Office Supplies $3”

Other Assets.1

“Furtiture and Fixtures - Beginning $1000 Furtiture and Fixtures - Ending $0”

Other Assets.2

“Historical Collection - Beginning $9000 Historical Collection - Ending $0”

Raw XML Appendix177 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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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt010000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06707
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt0976
IRS990EZ/SpecialEventsNetIncomeLossAmt02375
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Mount
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Monroe Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0161330149
ReturnHeader/Filer/PhoneNum03156682028
ReturnHeader/Filer/USAddress/AddressLine1Txt02355 State Route 49 PO Box 53
ReturnHeader/Filer/USAddress/CityNm0West Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013167
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ReturnHeader/PreparerPersonGrp/PhoneNum03156688416
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-15T11:44:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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