Civic Intelligence

Greater Oneonta Historical Society

EIN 16-1575308 • 501(c)3 • Oneonta, NY

Profile

Promote greater Oneonta's past by collecting and preserving authentic objects and documents, disseminating knowledge, and providing stimulating educational experiences through dynamic programs and exhibitions.

PO Box 814Oneonta, NY 13820

oneontahistory.org

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

48%

Higher net margin than 85% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$59,544

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

NTEE A • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

9.8%

Faster asset growth than 66% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

40%

Faster revenue growth than 74% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,584,749

Up $142,078 (+9.8%) from 2023

Liabilities

Up

$535

Up $369 (+222%) from 2023

Net Assets

Up

$1,584,214

Up $141,709 (+9.8%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin85th percentile

Revenue

Up

$295,624

Up $84,653 (+40%) from 2023

Expenses

Down

$153,915

Down $5,135 (-3.2%) from 2023

Net Income

Up

$141,709

Up $89,788 (+173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $644,593Liabilities 2011: $672Net Assets 2011: $643,9212011Assets 2012: $705,850Liabilities 2012: $0Net Assets 2012: $705,8502012Assets 2013: $771,953Liabilities 2013: $0Net Assets 2013: $771,9532013Assets 2014: $804,911Liabilities 2014: $0Net Assets 2014: $804,9112014Assets 2015: $969,526Liabilities 2015: $0Net Assets 2015: $969,5262015Assets 2016: $1,070,023Liabilities 2016: $0Net Assets 2016: $1,070,0232016Assets 2017: $1,130,005Liabilities 2017: $0Net Assets 2017: $1,130,0052017Assets 2018: $1,245,037Liabilities 2018: $0Net Assets 2018: $1,245,0372018Assets 2019: $1,244,171Liabilities 2019: $0Net Assets 2019: $1,244,1712019Assets 2020: $1,313,958Liabilities 2020: $0Net Assets 2020: $1,313,9582020Assets 2021: $1,330,919Liabilities 2021: $0Net Assets 2021: $1,330,9192021Assets 2022: $1,390,721Liabilities 2022: $137Net Assets 2022: $1,390,5842022Assets 2023: $1,442,671Liabilities 2023: $166Net Assets 2023: $1,442,5052023Assets 2024: $1,584,749Liabilities 2024: $535Net Assets 2024: $1,584,2142024

Highlighted filing

2024

Assets$1,584,749
Liabilities$535
Net Assets$1,584,214
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $149,941Expenses 2011: $43,535Net Income 2011: $106,4062011Revenue 2012: $100,350Expenses 2012: $51,632Net Income 2012: $48,7182012Revenue 2013: $82,095Expenses 2013: $61,864Net Income 2013: $20,2312013Revenue 2014: $77,962Expenses 2014: $54,383Net Income 2014: $23,5792014Revenue 2015: $178,137Expenses 2015: $55,678Net Income 2015: $122,4592015Revenue 2016: $162,937Expenses 2016: $62,739Net Income 2016: $100,1982016Revenue 2017: $125,499Expenses 2017: $65,517Net Income 2017: $59,9822017Revenue 2018: $182,081Expenses 2018: $67,050Net Income 2018: $115,0312018Revenue 2019: $69,719Expenses 2019: $70,585Net Income 2019: -$8662019Revenue 2020: $145,083Expenses 2020: $75,296Net Income 2020: $69,7872020Revenue 2021: $108,437Expenses 2021: $91,476Net Income 2021: $16,9612021Revenue 2022: $190,694Expenses 2022: $131,029Net Income 2022: $59,6652022Revenue 2023: $210,971Expenses 2023: $159,050Net Income 2023: $51,9212023Revenue 2024: $295,624Expenses 2024: $153,915Net Income 2024: $141,7092024

Highlighted filing

2024

Revenue$295,624
Expenses$153,915
Net Income$141,709
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,584,749
Liabilities
$535
Net assets
$1,584,214
Revenue
$295,624
Expenses
$153,915
Net income
$141,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.30$0.15$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.21$0.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.19$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.11$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.15$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.07$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.18$0.07$0.12
2017Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.13$0.07$0.06
2016Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.16$0.06$0.10
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.18$0.06$0.12
2014Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.08$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.10$0.05$0.05
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.15$0.04$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$298,201
Mission and Program Overview

Mission

Promote Oneonta's past and future by providing stimulating educational experiences based on authentic objects, stones and lives from Oneonta's rich traditions.

Promote greater Oneonta's past by collecting and preserving authentic objects and documents, disseminating knowledge, and providing stimulating educational experiences through dynamic programs and exhibitions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,123,579$1,313,358▲ $189,779
Cash and Non-Interest-Bearing Accounts$181,149$203,966▲ $22,817
Savings and Temporary Cash Investments$114,407$43,889▼ $70,518
Investments in Publicly Traded Securities$23,536$23,536→ $0
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$1,442,671$1,584,749▲ $142,078
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$166$535▲ $369
Total Liabilities$166$535▲ $369
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,304,255$1,521,884▲ $217,629
Net Assets With Donor Restrictions$138,250$62,330▼ $75,920
Total Net Assets Fund Balance$1,442,505$1,584,214▲ $141,709
Total Liabilities and Net Assets / Fund Balance$1,442,671$1,584,749▲ $142,078

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,013,582-$1,013,582
Leasehold Improvements$299,776$18,205$317,981
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marcela MicucciExecutive DirectorPT$59,544$59,544

Board Members and Trustees

NameTitle
Kathleen MeekerPresident
Thomas CrabtreeVice President
Arthur TorreyTrustee
Bob BrzozowskiTrustee
Cathy LynchTrustee
Chad AndersonTrustee
Frank AntonucciTrustee
Harry Bradshaw MatthewsTrustee
Kathy WolvertonTrustee
Kim BackTrustee
Liz MorleyTrustee
Tina WinsteadTrustee
Alex MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$259,119
Program Service Revenue
$32,023
Investment Income
$1,088
Other Revenue
$3,394
All Other Contributions
$204,694
Change in Net Assets
$141,709

Audited Revenue Reconciliation

Revenue per Audited Statements
$295,624
Revenue Not Reported on Form 990
$2,577
Total Revenue per Audited Statements
$298,201
Total Revenue per Form 990
$295,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$95,506
Other Expenses$58,409
Total Fundraising Expense$285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$44,658$14,886-$59,544
Other Salaries and Wages$21,173--$21,173
All Other Expenses$6,949$4,590$285$11,824
Depreciation Depletion$7,061$2,354-$9,415
Other Employee Benefits$6,241$2,081-$8,322
Payroll Taxes$4,850$1,617-$6,467
Occupancy$4,846$1,616-$6,462
Insurance-$5,821-$5,821
Other Expenses$2,676$6,306-$2,676
Advertising$100--$100
Total Functional Expenses$114,359$39,271$285$153,915

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$156,492
Expenses per Audited Statements$153,915
Total Expenses per Form 990$153,915
Expenses Not Reported on Form 990$2,577
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

“The governing body reviews the Form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available at the society's headquarters at 183 Main Street, Oneonta, NY 13820”

Filing and Contact Details

Filer

Filer Name
Greater Oneonta Historical Society
EIN
16-1575308
Phone
6074320960
Address
PO BOX 814, ONEONTA, NY 13820

Signing Officer

Name
Alex Miller
Title
Treasurer
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
100

Preparer

Firm
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Deborah L Mostert
Phone
6074328700
Supplemental Narrative

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The Organization's collections consist of articles donated that have some significance in Oneonta's history. Some of the items are from books, postcards, photographs, items from the railroad, items from colleges and schools, collectibles and historical artifacts. These are used for the organization's many educational programs, exhibits and research.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“cost of goods sold $2577”

Part XII, Line 2D: Other expenses and losses per audited F/S

“cost of goods sold $2577”

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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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