THE NEW CASTLE HISTORICAL SOCIETY

EIN: 136274536 501(c)(3)

CHAPPAQUA, NY

Total Revenue
$289,200
Total Expenses
$277,341
Total Assets
$2,088,956
Net Assets
$2,045,850
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
NY
Principal Officer
RICHARD COMSTOCK
Phone
9142384666
Tax Period
2024-01-01 to 2024-12-31

THE NEW CASTLE HISTORICAL SOCIETY, founded in 1966, is a small nonprofit that reported $289K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $277K left a modest 4% surplus.

Mission

THE NEW CASTLE HISTORICAL SOCIETY IS AN EDUCATIONAL ORGANIZATION DEDICATED TO ENGAGING DIVERSE AUDIENCES IN LEARNING ABOUT THE RICH HISTORY OF THE TOWN OF NEW CASTLE. THE HORACE GREELEY HOUSE SERVES AS A HOUSE MUSEUM, AN EXHIBITION SPACE, AND A RESEARCH CENTER.THE MISSION OF THE NEW CASTLE HISTORICAL SOCIETY IS TO DISCOVER, COLLECT, PRESERVE AND COMMUNICATE THE HISTORY OF THE TOWN OF NEW CASTLE.THE NEW CASTLE HISTORICAL SOCIETY'S VISION IS TO CREATE A SENSE OF COMMUNITY THROUGH A SHARED UNDERSTANDING OF THE TOWN'S HISTORY, TO SERVE AS A RESOURCE OF LEARNING FOR INDIVIDUALS AND FAMILIES, AND TO BE AN INVITING CULTURAL BASE FOR THE TOWN OF NEW CASTLE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $144,639
Program Service Revenue $55,932
Investment Income $83,546
Other Revenue $5,083
TOTAL REVENUE $289,200

Expense Breakdown

Grants Paid $0
Salaries & Benefits $101,019
Fundraising Expenses $19,825
Program Expenses $239,090
Other Expenses $176,322
TOTAL EXPENSES $277,341

Year-over-Year Comparison

2024 2023 Change
Revenue $289,200 $233,086 +0.2%
Expenses $277,341 $232,296 +0.2%
Net Income $11,859 $790 +14.0%
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

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Governance

Voting Members
21
Independent Members
21
Employees
N/A
Volunteers
190

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
3
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
COMSTOCK RICHARD TREASURER 4.00
Officer Director
$0 $0 $0
DIEFENBACH RICHARD TRUSTEE 4.00
Director
$0 $0 $0
FRASCH GEORGIA PRESIDENT 40.00
Officer Director
$0 $0 $0
HOLMES AMY SECRETARY 4.00
Officer Director
$0 $0 $0
O'CONNOR CATHERINE TRUSTEE 2.00
Director
$0 $0 $0
PHILIPS JENNIFER TRUSTEE 4.00
Director
$0 $0 $0
ROMEO BARBARA TRUSTEE 4.00
Director
$0 $0 $0
SMITH CLINTON TRUSTEE 4.00
Director
$0 $0 $0
DALRYMPLE BETH TRACY TRUSTEE 4.00
Director
$0 $0 $0
GUARDENIER BETSY TRUSTEE 4.00
Director
$0 $0 $0
FOWKLESS CHILDS BLAIR TRUSTEE 4.00
Director
$0 $0 $0
HASS BUFFY TRUSTEE 4.00
Director
$0 $0 $0
FISCHER DAVID TRUSTEE 4.00
Director
$0 $0 $0
ELDERS GREG TRUSTEE 4.00
Director
$0 $0 $0
HERRINGTON MARY J LEE TRUSTEE 4.00
Director
$0 $0 $0
O'CONNOR MARYANNE TRUSTEE 4.00
Director
$0 $0 $0
POLLOCK PATRICIA TRUSTEE 4.00
Director
$0 $0 $0
EILEEN CONNOR FORMER EXECTUIVE DIRECTOR 20.00
$61,281 $0 $61,281
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 $289,200 $277,341 $2,088,956 $11,859
2023 $233,086 $232,296 $2,030,259 $790
2022 $208,848 $237,495 $1,920,472 $-28,647
2021 $249,656 $223,969 $2,259,191 $25,687
2020 $150,009 $186,285 $2,229,565 $-36,276
2019 $163,472 $202,619 $2,139,361 $-39,147
2018 $178,887 $232,516 $2,042,956 $-53,629
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