MONTAUK HISTORICAL SOCIETY

EIN: 116037082 501(c)(3) Arts, Culture & Humanities

MONTAUK, NY

Total Revenue
$2,038,376
Total Expenses
$2,230,556
Total Assets
$4,772,434
Net Assets
$4,677,043
🔒

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
1967
Principal Officer
JOSEPH A GAVIOLA
Phone
6316682544
Tax Period
2023-01-01 to 2023-12-31

MONTAUK HISTORICAL SOCIETY, founded in 1967, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2023. Net assets of $4.7M represent 28 months of operating reserves.

Mission

THE PURPOSE OF THE MONTAUK HISTORICAL SOCIETY IS TO COLLECT, RESTORE, PRESERVE AND DISPLAY HISTORICALLY SIGNIFICANT BUILDINGS, OBJECTS AND WRITINGS AND TO PRESERVE AND SHARE THE HISTORY AND CULTURES OF MONTAUK AND THE EAST END FOR THIS AND FUTURE GENERATIONS.

Program Service Accomplishments

Program 1
Expenses: $1,914,331 Revenue: $1,246,835

THE LIGHTHOUSE MUSEUM: THE MONTAUK HISTORICAL SOCIETY OWNS AND MAINTAINS THE MONTAUK POINT LIGHTHOUSE MUSEUM. THE MONTAUK POINT LIGHTHOUSE HAS LONG BEEN FAMED AS THE SYMBOL OF LONG ISLAND AND ONE OF...

Read more

THE LIGHTHOUSE MUSEUM: THE MONTAUK HISTORICAL SOCIETY OWNS AND MAINTAINS THE MONTAUK POINT LIGHTHOUSE MUSEUM. THE MONTAUK POINT LIGHTHOUSE HAS LONG BEEN FAMED AS THE SYMBOL OF LONG ISLAND AND ONE OF AMERICA'S OLDEST LIGHTHOUSES. AUTHORIZED IN 1792 BY THE SECOND CONGRESS UNDER PRESIDENT GEORGE WASHINGTON, IT WAS BUILT BY NEW YORK ARCHITECT, JOHN MCCOMB, IN 1796. ON MARCH 5, 2012, THE MONTAUK POINT LIGHTHOUSE WAS DESIGNATED A NATIONAL HISTORIC LANDMARK, JOINING THE RANKS OF ONLY 11 OTHER LIGHTHOUSES IN THE COUNTRY THAT HAVE BEEN SO HONORED BY THE SECRETARY OF THE INTERIOR BECAUSE OF THEIR EXCEPTIONAL VALUE IN ILLUSTRATING AND INTERPRETING THE HERITAGE OF OUR NATION. THE LIGHTHOUSE TOWER AND MUSEUM ARE OPEN TO THE GENERAL PUBLIC AND TOURS ARE AVAILABLE FOR SCHOOLS AND OTHER GROUPS. EVENTS AND EXHIBITIONS ARE HELD THROUGHOUT THE YEAR ON THE LIGHTHOUSE GROUNDS. THE LIGHTHOUSE MUSEUM, WHICH IS LOCATED IN THE 1860 KEEPERS' HOUSE, DISPLAYS AN ASSORTMENT OF HISTORICAL DOCUMENTS AND PHOTOGRAPHS AND IS HOME TO SEVERAL UNIQUE COLLECTIONS. IN ADDITION TO THE HISTORIC BUILDINGS AND DWELLINGS, THE COLLECTION INCLUDES NAUTICAL INSTRUMENTS, SHIP MODELS, FURNITURE, AND WHALING INDUSTRY ARTIFACTS. THERE ARE EXHIBITS SHOWING THE HISTORY OF THE LIGHTHOUSE AND THE EROSION CONTROL EFFORTS THAT HAVE BEEN IMPLEMENTED OVER THE YEARS. THE LIGHTHOUSE MUSEUM'S COLLECTION FEATURES TWO EXCLUSIVE ORIGINAL DOCUMENTS. ONE OF THESE IS THE CONGRESSIONAL AUTHORIZATION TO CONSTRUCT A LIGHTHOUSE AT MONTAUK POINT AND IS SIGNED BY THEN SECRETARY OF STATE, THOMAS JEFFERSON. THE OTHER IS THE FEDERAL AUTHORIZATION TO PURCHASE THE LAND AT MONTAUK POINT FOR THE PURPOSE OF BUILDING A LIGHTHOUSE. THAT DOCUMENT IS SIGNED BY THEN PRESIDENT GEORGE WASHINGTON. THE SECOND HOUSE MUSEUM: SECOND HOUSE, BUILT IN 1746 AND REBUILT IN 1797, WAS ORIGINALLY A DWELLING FOR A LIVESTOCK KEEPER AND HIS FAMILY. IT WAS ONE OF ONLY THREE HOUSES THAT EXISTED IN MONTAUK IN THE LATE 18TH AND EARLY 19TH CENTURIES. THE OLDEST AND MOST HISTORIC DWELLING STILL STANDING IN MONTAUK, IT REMAINS THE SUBJECT OF A METICULOUS RESTORATION BY THE TOWN OF EAST HAMPTON, WHICH HAS FINISHED ALL EXTERIOR WORK AND IS TURNING TO THE INTERIOR. AS WE AWAIT COMPLETION OF THE BUILDING, WE CONTINUE TO PLAN OUR NEW MUSEUM. THE MONTAUK INDIAN MUSEUM: THE MONTAUK INDIAN MUSEUM IS DEDICATED TO THE PRESERVATION OF THE PRE CONTACT HISTORY OF THE INDIGENOUS PEOPLES OF MONTAUK. IT IS HOME TO FOUR MURALS DEPICTING LIFE IN MONTAUK IN DIFFERENT ERAS BEFORE EUROPEAN SETTLEMENT, ALONG WITH AN EXTENSIVE COLLECTION OF POINTS AND TOOLS. THE MONTAUK OCEANS INSTITUTE: THE MONTAUK OCEANS INSTITUTE IS A MUSEUM ON THE LIGHTHOUSE GROUNDS WHOSE AIM IS TO HEIGHTEN AWARENESS OF THE HEALTH OF OUR OCEANS THROUGH EXHIBITS, LECTURES, AND EVENTS. IT IS NOW HOME TO AN INTERACTIVE VIRTUAL AQUARIUM POPULATED BY 18 SPECIES OF MONTAUK UNDERSEA LIFE, WHICH IS A VALUABLE TOOL IN TEACHING AWARENESS OF THE WATERS THAT SURROUND US. THE CARL FISHER HOUSE AND ANNEX: THE CARL FISHER HOUSE AND ANNEX, A HISTORIC PROPERTY BUILT BY DEVELOPER CARL FISHER IN THE MID-1920'S, WAS PURCHASED IN DECEMBER 2021 BY THE TOWN OF EAST HAMPTON WITH COMMUNITY PRESERVATION FUNDS FOR THE PURPOSE OF HAVING IT PRESERVED AND TURNED INTO A MUSEUM AND HISTORY CENTER. THE MONTAUK HISTORICAL SOCIETY SIGNED A LICENSE AGREEMENT FOR THAT PURPOSE WITH THE TOWN IN 2022. THE HOUSE, WHICH AWAITS CAPITAL IMPROVEMENTS BY THE TOWN, IS CURRENTLY BEING USED AS A MONTAUK HISTORICAL SOCIETY HEADQUARTERS AND ALSO AS A VENUE FOR EXHIBITS AND LECTURES ABOUT LOCAL HISTORY.

🔒

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 $160,497
Program Service Revenue $1,246,835
Investment Income $26,930
Other Revenue $604,114
TOTAL REVENUE $2,038,376

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,121,478
Fundraising Expenses $20,442
Program Expenses $1,914,331
Other Expenses $1,109,078
TOTAL EXPENSES $2,230,556

Year-over-Year Comparison

2023 2022 Change
Revenue $2,038,376 $2,010,204 +0.0%
Expenses $2,230,556 $1,902,173 +0.2%
Net Income $-192,180 $108,031 -2.8%
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
10
Independent Members
10
Employees
40
Volunteers
20

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
$105,731
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH A GAVIOLA PRESIDENT 3.00
Officer Director
$0 $0 $0
MARTHA REICHERT VICE PRESIDE 3.00
Officer Director
$0 $0 $0
RICHARD F WHITE JR TREASURER 3.00
Officer Director
$0 $0 $0
ANDREW HARRIS SECRETARY 3.00
Officer Director
$0 $0 $0
MARILYN BOGDAN TRUSTEE 1.00
Director
$0 $0 $0
NICHOLAS RACANELLI TRUSTEE 2.00
Director
$0 $0 $0
JULIE MARCLEY TRUSTEE 1.00
Director
$0 $0 $0
JOHN MCDONALD TRUSTEE 1.00
Director
$0 $0 $0
RORI FINAZZO TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL MIRRAS TRUSTEE 1.00
Director
$0 $0 $0
MIA CERTIC EXECUTIVE DI 40.00
Officer
$105,731 $0 $105,731
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
2024 No data No data No data No data
2023 $2,038,376 $2,230,556 $4,772,434 $-192,180
2023 $2,038,376 $2,230,556 $4,772,434 $-192,180
2022 $2,010,204 $1,902,173 $4,941,126 $108,031
2021 $3,059,952 $1,542,511 $4,843,316 $1,517,441
2020 $1,251,308 $1,240,371 $3,492,831 $10,937
2019 $1,440,377 $1,209,173 $3,336,122 $231,204
2018 $1,357,175 $1,262,883 $3,012,552 $94,292
Explore More Nonprofits
Top 100 Nonprofits in New York Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare MONTAUK HISTORICAL SOCIETY with other nonprofits in New York and across the country.