Civic Intelligence

Heritage Foundation of Oswego Inc

EIN 16-6049660 • 501(c)3 • Oswego, NY

Profile

To advocate and educate on behalf of the historic built environment in Oswego County. This purpose is met through educational programs and events centered around historic preservation.

PO Box 405Oswego, NY 13126

www.heritagefoundationofoswego.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.15x

Higher debt load relative to assets than 79% of similar nonprofits.

NTEE A • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.80x

Higher debt load relative to revenue than 96% of similar nonprofits.

NTEE A • <$500k nonprofits • Source year 2021

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

NTEE A • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

69th percentile

19%

Faster asset growth than 69% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

33%

Faster revenue growth than 74% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$177,110

Up $28,787 (+19%) from 2020

Liabilities

Up

$27,000

Up $27,000 from 2020

Net Assets

$150,110

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue96th percentileNet Margin61st percentile

Revenue

Up

$14,979

Up $3,730 (+33%) from 2020

Expenses

Up

$12,986

Up $742 (+6.1%) from 2020

Net Income

Up

$1,993

Up $2,988 (+300%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0Assets 2014: $167,021Liabilities 2014: $62,2622014Assets 2015: $35,356Liabilities 2015: $02015Assets 2020: $148,323Liabilities 2020: $02020Assets 2021: $177,110Liabilities 2021: $27,000Net Assets 2021: $150,1102021

Highlighted filing

2021

Assets$177,110
Liabilities$27,000
Net Assets$150,110
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2014: $13,146Expenses 2014: $13,680Net Income 2014: -$5342014Revenue 2015: $7,863Expenses 2015: $9,556Net Income 2015: -$1,6932015Revenue 2020: $11,249Expenses 2020: $12,244Net Income 2020: -$9952020Revenue 2021: $14,979Expenses 2021: $12,986Net Income 2021: $1,9932021

Highlighted filing

2021

Revenue$14,979
Expenses$12,986
Net Income$1,993
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,110
Liabilities
$27,000
Net assets
$150,110
Revenue
$14,979
Expenses
$12,986
Net income
$1,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.27$1.50$0.15$0.13$0.02
2020Summary only. Only limited summary data is available for this year.$1.48$0.00$0.11$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.08$0.10$0.02
2014Summary only. Only limited summary data is available for this year.$1.67$0.62$0.13$0.14$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 12, 2022
Return Version
2020v4.0
Gross Receipts
$14,979
Mission and Program Overview

Mission

To advocate and educate on behalf of the historic built environment in Oswego County. This purpose is met through educational programs and events centered around historic preservation.

Program Services

DescriptionGrantsExpenses
Entered partnership with Oswego History Records Center to digitize archives and records across Oswego County$3,000$3,000
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Austin WheelockBoard PresidentPT$0--
Mark SlosekVice President-$0--
Tanya MillerTreasurer-$0--
George KoenigSecretary-$0--
Anne PaganoTrustee-$0--
Jim HotchkissTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Foundation of Oswego Inc
EIN
16-6049660
Phone
3153423354
Address
PO Box 405, Oswego, NY 13126

Signing Officer

Name
Austin Wheelock
Title
President
Phone
3155321277
Signed
2022-02-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 24

“Note receivable from organization for comprehensive building repairs. Borrowed from assets and will pay back over 15 years.”

Form 990-EZ, Part II, Line 26

“$27,000 loan for building repairs made to Heritage offices. Borrowed from organization's Revolving Loan Fund.”

Raw XML Appendix207 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$27,000 loan for building repairs made to Heritage offices. Borrowed from organization's Revolving Loan Fund.
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ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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