H LEE WHITE MARITIME MUSEUM OSWEGO (EIN 472335621) - 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

2014

Legal Domicile

Principal Officer

WILLIAM SCHICKLING

Phone

3153420480

Tax Period

2024-05-01 to 2025-04-30

H LEE WHITE MARITIME MUSEUM OSWEGO, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $447K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 32% operating margin.

Mission

THE H.LEE WHITE MARITIME MUSEUM AT OSWEGO, AKA H. LEE WHITE MARINE MUSEUM, MISSION IS TO PROMOTE, PROTECT, ENHANCE AND COLLECT THE MARITIME HISTORICAL RESOURCES ASSOCIATED WITH THE OSWEGO RIVER AND ITS DRAINAGE BASIN, THE OSWEGO CANAL AND LAKE ONTARIO.

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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 (2024)

Revenue Breakdown

Contributions & Grants $349,845

Program Service Revenue $69,358

Investment Income $1,103

Other Revenue $26,306

TOTAL REVENUE $446,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,589

Fundraising Expenses $0

Program Expenses $279,662

Other Expenses $130,606

TOTAL EXPENSES $305,195

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,612	$249,966	+0.8%
Expenses	$305,195	$293,426	+0.0%
Net Income	$141,417	$-43,460	-4.3%

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

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

$59,838

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERCEDES NIESS	EXECUTIVE DIRECTOR	40.00	Director	$59,838	$0	$59,838
DON SMITH	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES HUTCHESON	TRUSTEE	2.00	Director	$0	$0	$0
EDWARD MERVINE	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM SCHICKLING	PRESIDENT	4.00	Officer Director	$0	$0	$0
DR ROBERT MORGAN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
LISA GRAY	SECRETARY	2.00	Officer	$0	$0	$0
CYNTHIA TASCARELLA	TREASURER	2.00	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	$446,612	$305,195	$632,474	$141,417
2024	$283,771	$300,783	$475,122	$-17,012
2023	$329,871	$276,734	$456,813	$53,137
2022	$248,622	$262,589	$416,680	$-13,967
2021	$223,143	$206,877	$380,950	$16,266
2020	$211,255	$227,196	$340,162	$-15,941
2019	$206,086	$232,247	$334,780	$-26,161

H LEE WHITE MARITIME MUSEUM OSWEGO