OSSINING HISTORICAL SOCIETY AND MUSEUM INC (EIN 136119199) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1931

Legal Domicile

Principal Officer

JOSEPH BURTON

Phone

9149410001

Tax Period

2023-10-01 to 2024-09-30

OSSINING HISTORICAL SOCIETY AND MUSEUM INC, founded in 1931, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $20K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $38K exceeded revenue, resulting in a 87% operating deficit.

Mission

THE OSSINING HISTORICAL SOCIETY AND MUSEUM INC WAS ORIGINALLY ORGANIZED IN 1931 AS A NOT-FOR-PROFIT ORGANIZATION WITH THE FOLLOWING OBJECTIVES: TO EDUCATE THE PUBLIC IN THE HISTORY AND TRADITIONS OF OSSINING AND VICINITY. TO RECEIVE AND MAINTAIN A COLLECTION OF BOOKS, MANUSCRIPTS, PICTURES, HISTORICAL RECORDS, RELICS AND OTHER MEMORIALS BEARING UPON LOCAL AND GENERAL HISTORY.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,085

Program Service Revenue $405

Investment Income $13,171

Other Revenue $-264

TOTAL REVENUE $20,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,304

Other Expenses $38,158

TOTAL EXPENSES $38,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,397	$24,689	-0.2%
Expenses	$38,158	$38,434	0.0%
Net Income	$-17,761	$-13,745	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JOSEPH BURTON	President	Officer Director	$0	$0	$0
PATRICIA SAACHI	Vice President	Officer Director	$0	$0	$0
GREGORY FRATIANNI	Treasurer	Officer Director	$0	$0	$0
MARYANN ROBERTS	Secretary	Officer Director	$0	$0	$0
ADAM WOPINSKY	Trustee	Director	$0	$0	$0
YVONNE BELDOTTI	Trustee	Director	$0	$0	$0
SCOTT CRAVEN	Trustee	Director	$0	$0	$0
ROBERT DECRENZA	Trustee	Director	$0	$0	$0
GREG KANE	Trustee	Director	$0	$0	$0
MICHAEL O'CONNOR	Trustee	Director	$0	$0	$0
ROBERT STAVA	Trustee	Director	$0	$0	$0
JOHN WUNDERLICHT	Trustee	Director	$0	$0	$0
GEORGE PIRES	Trustee	Director	$0	$0	$0
PETER CASSIDY	Trustee	Director	$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
2024	$20,397	$38,158	$604,218	$-17,761
2023	$24,689	$38,343	$617,688	$-13,654
2022	$24,457	$48,970	$614,308	$-24,513
2021	$37,003	$75,737	$702,304	$-38,734
2020	$26,961	$45,866	$704,055	$-18,905
2019	$24,370	$47,319	$724,579	$-22,949

OSSINING HISTORICAL SOCIETY AND MUSEUM INC