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Herkimer County Historical Society

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$109k (2024)

Expenses
$168k (2024)

Total Assets
$682k (2024)

Total Liabilities
$3.54k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$108,711
Expenses
$167,550
Net Income
-$58,839
Net Assets
$678,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,674
62.3%
Program Services $0
Investment Income $11,908
11.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,759
6.2%
Sales of Assets $18,343
16.9%
Net Inventory Sales $4,027
3.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $60,893
36.3%
Assets/Debt
Total Assets $682,174
Total Liabilities $3,535
Net Assets $678,639
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Steele (President) $0 $0 $0
Iva Trevett (Vice President) $0 $0 $0
Penny Vandusen (Secretary) $0 $0 $0
Stephen Smith (Treasurer) $0 $0 $0
Theodore Adams (Director) $0 $0 $0
Sylvia Rowan (Director) $0 $0 $0
Daryl Grubner (Director) $0 $0 $0
Tammy Crossway (Director) $0 $0 $0
Angela Harris (Director) $0 $0 $0
Patricia Stock (Director) $0 $0 $0
Scott Vaughn (Director) $0 $0 $0
Karl Manne (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,716
Expenses
$133,358
Net Income
-$13,642
Net Assets
$733,540
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,519
59.7%
Program Services $22,906
19.1%
Investment Income $9,121
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $5,358
4.5%
Sales of Assets $5,814
4.9%
Net Inventory Sales $4,998
4.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $63,000
47.2%
Assets/Debt
Total Assets $735,586
Total Liabilities $2,046
Net Assets $733,540
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Steele (President) $0 $0 $0
Iva Trevett (Vice President) $0 $0 $0
Penny Vandusen (Secretary) $0 $0 $0
Stephen Smith (Treasurer) $0 $0 $0
Theodore Adams (Director) $0 $0 $0
Sylvia Rowan (Director) $0 $0 $0
Daryl Grubner (Director) $0 $0 $0
Tammy Crossway (Director) $0 $0 $0
Angela Harris (Director) $0 $0 $0
Patricia Stock (Director) $0 $0 $0
Scott Vaughn (Director) $0 $0 $0
Karl Manne (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,962
Expenses
$150,721
Net Income
-$66,759
Net Assets
$728,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,474
72.0%
Program Services $13,894
16.5%
Investment Income $5,818
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,233
8.6%
Sales of Assets -$10,185
Net Inventory Sales $6,728
8.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $61,079
40.5%
Assets/Debt
Total Assets $729,802
Total Liabilities $1,536
Net Assets $728,266
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Steele (President) $0 $0 $0
Iva Trevett (Vice President) $0 $0 $0
Penny Vandusen (Secretary) $0 $0 $0
Stephen Smith (Treasurer) $0 $0 $0
Theodore Adams (Director) $0 $0 $0
Sylvia Rowan (Director) $0 $0 $0
Daryl Grubner (Director) $0 $0 $0
Tammy Crossway (Director) $0 $0 $0
Angela Harris (Director) $0 $0 $0
Patricia Stock (Director) $0 $0 $0
Scott Vaughn (Director) $0 $0 $0
Karl Manne (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$188,901
Expenses
$124,792
Net Income
$64,109
Net Assets
$770,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,037
69.9%
Program Services $17,108
9.1%
Investment Income $6,449
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,805
1.0%
Sales of Assets $0
Net Inventory Sales $31,502
16.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,000
24.0%
Professional Fundraising Fees $0
Other Salaries and Wages $30,124
24.1%
Assets/Debt
Total Assets $773,146
Total Liabilities $2,231
Net Assets $770,915
Compensation
Key Employees and Officers Compensation Related Other
Christopher Connolly (Executive Director) $30,000 $0 $0
Jeffrey Steele (Director) $0 $0 $0
Nancy Curly (Director) $0 $0 $0
Lou Christie (Vice President) $0 $0 $0
Fran Peruzzi (Director) $0 $0 $0
Margaret Sinclair (Secretary) $0 $0 $0
Theodore Adams (Director) $0 $0 $0
M Scott Vaughan (Treasurer) $0 $0 $0
Karl Manne Esq (President) $0 $0 $0
Patricia Stock (Director) $0 $0 $0
Angela Harris (Director) $0 $0 $0
Darryl Grubner (Director) $0 $0 $0
Iva Trevett (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,468
Expenses
$110,934
Net Income
$8,534
Net Assets
$746,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $108,367
90.7%
Program Services $0
Investment Income $11,101
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $65,618
59.2%
Assets/Debt
Total Assets $754,692
Total Liabilities $8,112
Net Assets $746,580
Compensation
Key Employees and Officers Compensation Related Other
Susan Perkins (Executive Director) $30,000 $0 $0
Jeffrey Steele (President) $0 $0 $0
Nancy Curly (Director) $0 $0 $0
Timothy Daley (Director) $0 $0 $0
Lou Christie (Director) $0 $0 $0
Fran Peruzzi (Vice President) $0 $0 $0
John Mclean (Director) $0 $0 $0
Sylvia Rowan (Director) $0 $0 $0
John Scarano (Director) $0 $0 $0
Margaret Sinclair (Secretary) $0 $0 $0
Theodore Adams (Director) $0 $0 $0
M Scott Vaughan (Treasurer) $0 $0 $0
Karl Manne Esq (Director) $0 $0 $0
Patricia Stock (Director) $0 $0 $0
Angela Harris (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$156,782
Expenses
$152,749
Net Income
$4,033
Net Assets
$738,046
Notable Sources of Revenue Percent of Total Revenue
Contributions $79,102
50.5%
Program Services $67,022
42.7%
Investment Income $10,600
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $58
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,845
34.6%
Professional Fundraising Fees $0
Other Salaries and Wages $12,521
8.2%
Assets/Debt
Total Assets $740,760
Total Liabilities $2,714
Net Assets $738,046
Compensation
Key Employees and Officers Compensation Related Other
Kathy Huxtable (Vice President) $0 $0 $0
Jeff Steele (President) $0 $0 $0
Nancy Curley (Secretary) $0 $0 $0
Timothy Daly (Treasurer) $0 $0 $0
Lou Cristie (Director) $0 $0 $0
Joseph Cirillo (Director) $0 $0 $0
Kyle Crandall (Director) $0 $0 $0
Fran Peruzzi (Director) $0 $0 $0
John Mclean (Director) $0 $0 $0
Sylvia Rowan (Director) $0 $0 $0
John Scarano (Director) $0 $0 $0
Margaret Sinclair (Director) $0 $0 $0
Penny Van Dusen (Director) $0 $0 $0
Theodore Adams (Director) $0 $0 $0
Don Laible (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$186,735
Expenses
$158,624
Net Income
$28,111
Net Assets
$699,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,065
48.2%
Program Services $81,317
43.5%
Investment Income $10,611
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,742
2.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,500
33.1%
Professional Fundraising Fees $0
Other Salaries and Wages $12,480
7.9%
Assets/Debt
Total Assets $701,556
Total Liabilities $2,262
Net Assets $699,294
Compensation
Key Employees and Officers Compensation Related Other
Kathy Huxtable (President) $0 $0 $0
Jeff Steele (Vp) $0 $0 $0
Nancy Curley (Secretary) $0 $0 $0
Timothy Daly (Treasurer) $0 $0 $0
Lou Cristie (Director) $0 $0 $0
Joseph Cirillo (Director) $0 $0 $0
Kyle Crandall (Director) $0 $0 $0
Fran Peruzzi (Director) $0 $0 $0
Jennifer Lamphere (Director) $0 $0 $0
Sylvia Rowan (Director) $0 $0 $0
John Scarano (Director) $0 $0 $0
Margaret Sinclair (Director) $0 $0 $0
Penny Van Dusen (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,397
Expenses
$159,882
Net Income
-$20,485
Net Assets
$699,807
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,281
38.2%
Program Services $75,942
54.5%
Investment Income $10,190
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$16
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,500
32.8%
Professional Fundraising Fees $0
Other Salaries and Wages $12,000
7.5%
Assets/Debt
Total Assets $702,705
Total Liabilities $2,898
Net Assets $699,807
Compensation
Key Employees and Officers Compensation Related Other
Kathy Huxtable (President) $0 $0 $0
Jan Mcgraw (Vp) $0 $0 $0
Nancy Curley (Secretary) $0 $0 $0
Timothy Daly (Treasurer) $0 $0 $0
Lou Cristie (Director) $0 $0 $0
Joseph Cirillo (Director) $0 $0 $0
Kyle Crandall (Director) $0 $0 $0
Daniel Enea (Director) $0 $0 $0
Jennifer Lamphere (Director) $0 $0 $0
John Mclean (Director) $0 $0 $0
Sylvia Rowan (Director) $0 $0 $0
John Scarano (Director) $0 $0 $0
Margaret Sinclair (Director) $0 $0 $0
Penny Van Dusen (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,882
Expenses
$143,292
Net Income
-$1,410
Net Assets
$700,097
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,536
46.2%
Program Services $73,260
51.6%
Investment Income $6,407
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,321
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,040
36.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $702,767
Total Liabilities $2,670
Net Assets $700,097

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$135,387
Expenses
$129,378
Net Income
$6,009
Net Assets
$680,482
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,329
43.8%
Program Services $66,628
49.2%
Investment Income $9,430
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,000
40.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $683,054
Total Liabilities $2,572
Net Assets $680,482

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$154,907
Expenses
$105,026
Net Income
$49,881
Net Assets
$689,493
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,078
42.0%
Program Services $22,609
14.6%
Investment Income $10,440
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,780
36.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,026
49.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $692,038
Total Liabilities $2,545
Net Assets $689,493

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,218
Expenses
$100,219
Net Income
-$8,001
Net Assets
$699,480
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,260
57.8%
Program Services $28,496
30.9%
Investment Income $10,462
11.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,000
51.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $702,841
Total Liabilities $3,361
Net Assets $699,480

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$177,673
Expenses
$95,879
Net Income
$81,794
Net Assets
$678,453
Notable Sources of Revenue Percent of Total Revenue
Contributions $142,397
80.1%
Program Services $24,573
13.8%
Investment Income $10,703
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,090
56.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $682,966
Total Liabilities $4,513
Net Assets $678,453

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,556
Expenses
$89,919
Net Income
-$12,363
Net Assets
$583,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,491
67.7%
Program Services $18,067
23.3%
Investment Income $6,998
9.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,122
60.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $588,893
Total Liabilities $5,312
Net Assets $583,581

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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