Civic Intelligence

Ulysses Historical Society

EIN 22-2373173 • 501(c)3 • Trumansburg, NY

Profile

To bring together those interested in history to encourage the enjoyment and understanding of local history.

39 South StTrumansburg, NY 14886
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

25th percentile

-7.8%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

46th percentile

2.6%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,023,144

Up $51,366 (+2.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,023,144

Up $51,366 (+2.6%) from 2024

Revenue

Down

$55,811

Down $120,677 (-68%) from 2024

Expenses

Up

$60,176

Up $16,223 (+37%) from 2024

Net Income

Down

-$4,365

Down $136,900 (-103%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $774,038Liabilities 2011: $0Net Assets 2011: $774,0382011Assets 2012: $763,896Liabilities 2012: $0Net Assets 2012: $763,8962012Assets 2013: $818,048Liabilities 2013: $83Net Assets 2013: $817,9652013Assets 2014: $906,188Liabilities 2014: $84Net Assets 2014: $906,1042014Assets 2015: $992,334Liabilities 2015: $0Net Assets 2015: $992,3342015Assets 2016: $988,205Liabilities 2016: $0Net Assets 2016: $988,2052016Assets 2017: $1,037,948Liabilities 2017: $2,323Net Assets 2017: $1,035,6252017Assets 2018: $1,041,848Liabilities 2018: $0Net Assets 2018: $1,041,8482018Assets 2019: $1,584,751Liabilities 2019: $846Net Assets 2019: $1,583,9052019Assets 2020: $1,554,640Liabilities 2020: $0Net Assets 2020: $1,554,6402020Assets 2021: $1,767,172Liabilities 2021: $110Net Assets 2021: $1,767,0622021Assets 2022: $1,772,444Liabilities 2022: $0Net Assets 2022: $1,772,4442022Assets 2023: $1,772,683Liabilities 2023: $0Net Assets 2023: $1,772,6832023Assets 2024: $1,971,778Liabilities 2024: $0Net Assets 2024: $1,971,7782024Assets 2025: $2,023,144Liabilities 2025: $0Net Assets 2025: $2,023,1442025

Highlighted filing

2025

Assets$2,023,144
Liabilities$0
Net Assets$2,023,144

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $31,4282011Revenue 2012: $23,938Expenses 2012: $28,900Net Income 2012: -$4,9622012Expenses 2013: $28,0802013Revenue 2014: $70,139Expenses 2014: $27,694Net Income 2014: $42,4452014Revenue 2015: $72,386Expenses 2015: $27,924Net Income 2015: $44,4622015Revenue 2016: $26,309Expenses 2016: $26,401Net Income 2016: -$922016Revenue 2017: $30,369Expenses 2017: $28,981Net Income 2017: $1,3882017Revenue 2018: $33,426Expenses 2018: $37,955Net Income 2018: -$4,5292018Revenue 2019: $548,440Expenses 2019: $43,083Net Income 2019: $505,3572019Revenue 2020: $28,603Expenses 2020: $28,882Net Income 2020: -$2792020Revenue 2021: $43,291Expenses 2021: $28,355Net Income 2021: $14,9362021Revenue 2022: $45,726Expenses 2022: $31,362Net Income 2022: $14,3642022Revenue 2023: $47,777Expenses 2023: $34,846Net Income 2023: $12,9312023Revenue 2024: $176,488Expenses 2024: $43,953Net Income 2024: $132,5352024Revenue 2025: $55,811Expenses 2025: $60,176Net Income 2025: -$4,3652025

Highlighted filing

2025

Revenue$55,811
Expenses$60,176
Net Income-$4,365

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$0.06$0.06$0.00
2024Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.18$0.04$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.05$0.03$0.01
2022Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.05$0.03$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.04$0.03$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.03$0.03$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.55$0.04$0.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.03$0.04$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.03$0.03$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.03$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.03
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.02$0.03$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Nov 25, 2025
Return Version
2024v5.2
Gross Receipts
$55,811
Mission and Program Overview

Mission

To bring together those interested in history to encourage the enjoyment and understanding of local history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,408,661$1,495,883▲ $87,222
Land, Buildings, and Equipment, Net$275,197$257,135▼ $18,062
Savings and Temporary Cash Investments$212,695$198,740▼ $13,955
Cash and Non-Interest-Bearing Accounts$18,509$14,670▼ $3,839
Inventories for Sale or Use$2,966$2,966→ $0
Total Assets$1,971,778$2,023,144▲ $51,366
Other Assets Total$53,750$53,750→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,971,778$2,023,144▲ $51,366
Total Net Assets Fund Balance$1,971,778$2,023,144▲ $51,366
Total Liabilities and Net Assets / Fund Balance$1,971,778$2,023,144▲ $51,366

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$237,213$336,074$573,287
Leasehold Improvements$17,600$70,376$87,976
Equipment$2,322$8,668$10,990
Other Land Buildings-$10,799$10,799
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rodney BentPresident
David SmithVice President
Christine HoltkampBoard Member
Joan GarnerBoard Member
Karen LaunBoard Member
Larry GreenBoard Member
Laurie CronkBoard Member
Barbara ColemanSecretary
Cathy AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,814
Program Service Revenue
$0
Investment Income
$38,498
Other Revenue
$499
All Other Contributions
$15,654
Change in Net Assets
$-4,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,176
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$26,550--$26,550
Depreciation Depletion$18,062--$18,062
Fees for Service Investment Mgmnt Fees-$5,962-$5,962
Insurance$4,812--$4,812
Office Expenses-$3,186-$3,186
Fees for Services Accounting-$820-$820
Other Expenses$538--$538
Advertising$136--$136
Total Functional Expenses$50,208$9,968$0$60,176
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 C, Line 19

The organization makes all of its governing documents and 990 available to the public upon request.

Form 990, Part VI, Section B, Line 11A

Each member of the governing body receives a copy.

Filing and Contact Details

Filer

Filer Name
Ulysses Historical Society
EIN
22-2373173
Phone
6073879851
Address
39 SOUTH ST, TRUMANSBURG, NY 14886

Signing Officer

Name
Catherine Allen
Title
Treasurer
Phone
6073879851
Signed
2025-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Allen
Formed
1972
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Stearns & Cleek LLC
Address
411 W SENECA ST, ITHACA, NY 14850
Preparer
Jonathan L Cleek
Phone
6073301161
Raw XML Appendix374 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014640
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028011
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt08668
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010799
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES ALL OF ITS GOVERNING DOCUMENTS AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER OF THE GOVERNING BODY RECEIVES A COPY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11A
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd014886
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IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06073879851
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ULYSSES HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ULYS
ReturnHeader/Filer/EIN0222373173
ReturnHeader/Filer/PhoneNum06073879851
ReturnHeader/Filer/USAddress/AddressLine1Txt039 SOUTH ST
ReturnHeader/Filer/USAddress/CityNm0TRUMANSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014886
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823666935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEARNS & CLEEK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 W SENECA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ITHACA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014850
ReturnHeader/PreparerPersonGrp/PhoneNum06073301161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN L CLEEK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-25T08:16:09-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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