THE WARD MELVILLE HERITAGE ORGANIZATION LTD

EIN: 112440592 501(c)(3) Arts, Culture & Humanities

STONY BROOK, NY

Total Revenue
$401,785
Total Expenses
$1,303,079
Total Assets
$3,201,224
Net Assets
$3,080,729
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1939
Legal Domicile
NY
Principal Officer
gloria d rocchio
Phone
6317512244
Tax Period
2023-07-01 to 2024-06-30

THE WARD MELVILLE HERITAGE ORGANIZATION LTD, founded in 1939, is a small nonprofit in the Arts, Culture & Humanities sector that reported $402K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 224% operating deficit.

Mission

TO FOSTER COMMUNITY ENRICHMENT THROUGH EDUCATIONAL AND CULTURAL EXPERIENCES. THIS IS ACCOMPLISHED BY ENHANCING AND INTERPRETING ITS HISTORIC AND ENVIRONMENTALLY SENSITIVE PROPERTIES AND BY UTILIZING STATE-OF-THE-ART TECHNOLOGY FOR EDUCATIONAL PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $1,046,725

By utilizing its historic and natural properties The WMHO provides people of all ages with diverse ways to engage in their surroundings. Three national and state register historic properties with...

Read more

By utilizing its historic and natural properties The WMHO provides people of all ages with diverse ways to engage in their surroundings. Three national and state register historic properties with ties to George Washingtons Culper Spy Rings are owned and interpreted by The WMHO. These properties include the Brewster House (c. 1655), The Thompson House (c. 1709), and The Stony Brook Grist Mill (c. 1751). The WMHOs educational and interpretive staff utilize these properties for school tours, lectures, and other educational programs throughout the year. The addition of distance learning equipment at the Brewster House and the Thompson House allows The WMHO to engage classes that cannot physically visit the site with the stories of the families that lived in these properties. Students from as far away as South Dakota have taken advantage of the distance learning technology that allows The WMHO to bring history to life. The WMHO environmental properties include an 88-acre wetland preserve and the Ernst Marine Conservation Center. Access to the 88-acre wetland preserve is led by naturalists on a 27-passenger pontoon boat. Naturalists point out the diverse species that call the wetlands home, pointing out animals of interest as the tour winds through the wetlands. The Ernst Marine Conservation Center houses two classrooms, touch tanks, and scientific equipment that encourage scientific discovery. As with the historic properties distance learning technology is a key component of the programs at the Ernst Marine Conservation Center. The Long Island Sound Connections program helps to bridge the Long Island Sound and connect students with peers on the opposite side. Students from both Long Island and Connecticut explore the Long Island Sound from their location and analyze differences and explore what causes these differences. This program allows students to engage with nature, while also learning how the behaviors of humans affect this important body of water. Beyond school programs, The WMHO engages visitors through a variety of community events bringing art, culture, music and dance to the community. Annually the programs of The WMHO are attended by over 10,000 people.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $293,523
Program Service Revenue $61,113
Investment Income $5,694
Other Revenue $41,455
TOTAL REVENUE $401,785

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $103,558
Program Expenses $1,046,725
Other Expenses $1,303,079
TOTAL EXPENSES $1,303,079

Year-over-Year Comparison

2023 2022 Change
Revenue $401,785 $332,876 +0.2%
Expenses $1,303,079 $1,003,346 +0.3%
Net Income $-901,294 $-670,470 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
90

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EDWARD J GUTLEBER ESQ Vice Chairman 1.00
Officer Director
$0 $0 $0
LAURA HUANG-ERNST Trustee 1.00
Director
$0 $0 $0
KATHLEEN MICH Treasurer 1.00
Officer Director
$0 $0 $0
JAMES MURDOCCO Trustee 1.00
Director
$0 $0 $0
CHARLES NAPOLI Trustee 1.00
Director
$0 $0 $0
DANIEL ROWE Secretary 1.00
Officer Director
$0 $0 $0
DR RICHARD RUGEN Chairman 1.00
Officer Director
$0 $0 $0
MARY VAN TUYL Trustee 1.00
Director
$0 $0 $0
GRAHAM SCAIFE Trustee 1.00
Director
$0 $0 $0
CHRIS RICHEY Trustee 1.00
Director
$0 $0 $0
ANDY SKITMORE Trustee 1.00
Director
$0 $0 $0
CHARLES LOHMANN Trustee 1.00
Director
$0 $0 $0
GLORIA D ROCCHIO President 40.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $401,785 $1,303,079 $3,201,224 $-901,294
2023 $332,876 $1,003,346 $3,145,156 $-670,470
2022 $793,489 $770,919 $2,939,924 $22,570
2021 $502,554 $660,964 $12,158,905 $-158,410
2020 $598,942 $1,326,283 $9,517,811 $-727,341
2019 $580,700 $1,475,044 $7,437,530 $-894,344
2018 $702,703 $1,283,326 $7,003,318 $-580,623
Explore More Nonprofits
Top 100 Nonprofits in New York Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE WARD MELVILLE HERITAGE ORGANIZATION LTD with other nonprofits in New York and across the country.