YAPHANK HISTORICAL SOCIETY

EIN: 237396005 501(c)(3) Arts, Culture & Humanities

YAPHANK, NY

Total Revenue
$39,205
Total Expenses
$42,511
Total Assets
$370,903
Net Assets
$363,403
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
NY
Principal Officer
ROBERT KESSLER
Tax Period
2023-09-01 to 2024-08-31

YAPHANK HISTORICAL SOCIETY, founded in 1974, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $39K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Net assets of $363K represent 111 months of operating reserves.

Mission

TO INCREASE KNOWLEDGE OF, AND PROMOTE INTEREST IN, ALL SUBJECTS DEALING WITH AMERICAN HISTORY, RELATIVE TO AND ENCOMPASSING YAPHANK AND THE SURROUNDING AREAS, AS IT IS KNOWN TODAY. TO PROMOTE AND ENCOURAGE HISTORICAL RESEARCH AND TO DISSEMINATE KNOWLEDGE; TO COLLECT AND PRESERVE LETTERS, MANUSCRIPTS, MAPS, PAINTINGS, BOOKS, NEWSPAPERS, AND OTHER DOCUMENTS, RELICS AND ANTIQUITIES OF EVERY KIND. TO DISCOVER, PROCURE AND PRESERVE MATERIAL OF ALL KINDS WHICH ILLUSTRATES AMERICAN HISTORY AND TO ENGAGE IN KINDRED PURPOSES OF A LAWFUL NATURE. TO ENCOURAGE AND AID IN THE PRESERVATION OF HISTORICAL BUILDINGS AND LANDMARKS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $33,212
Program Service Revenue $0
Investment Income $0
Other Revenue $5,993
TOTAL REVENUE $39,205

Expense Breakdown

Grants Paid $1,172
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $41,072
Other Expenses $41,339
TOTAL EXPENSES $42,511

Year-over-Year Comparison

2023 2022 Change
Revenue $39,205 $51,511 -0.2%
Expenses $42,511 $44,726 0.0%
Net Income $-3,306 $6,785 -1.5%
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

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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
15
Independent Members
15
Employees
N/A
Volunteers
16

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
8
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT KESSLER PRESIDENT 20.00
Officer Director
$0 $0 $0
JIM VAVRINA VICE PRESIDE 20.00
Officer Director
$0 $0 $0
MARIE DESCH CORR. SECRET 2.00
Officer Director
$0 $0 $0
JUDITH BIRD RECORDING SE 15.00
Officer Director
$0 $0 $0
KITTY DANIELS LIBRARIAN 2.00
Officer Director
$0 $0 $0
KAREN MOUZAKES HISTORIAN EM 20.00
Officer Director
$0 $0 $0
HELEN KALBACH CURATOR 2.00
Officer Director
$0 $0 $0
KATHLEEN SCHMIDT LIFETIME BOA 4.00
Director
$0 $0 $0
GARY SCHERPICH 3-YR TRUSTEE 2.00
Director
$0 $0 $0
MARY LAURA LAMONT ARCHIVIST 2.00
Director
$0 $0 $0
LYNNE SCOFIELD 1-YR TRUSTEE 1.00
Director
$0 $0 $0
DALE CLANCY 2-YR TRUSTEE 2.00
Director
$0 $0 $0
NANCY BEST 1-YR TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL CAIN 1-YR TRUSTEE 1.00
Director
$0 $0 $0
TRISH FOLEY BOOTH HOUSE 2.00
Director
$0 $0 $0
AUDREY KESSLER TREASURER 15.00
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
2024 $39,205 $42,511 $370,903 $-3,306
2023 $51,511 $44,726 $371,709 $6,785
2022 $47,341 $63,582 $364,929 $-16,241
2021 $24,245 $38,154 $376,170 $-13,909
2020 $42,849 $61,167 $390,080 $-18,318
2019 $38,736 $39,298 $408,398 $-562
2018 $327,929 $35,922 $408,960 $292,007
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