SWART-WILCOX HOUSE MUSEUM C/O HELE… - Form 990 Financial Data

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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

2024

Legal Domicile

Principal Officer

HELEN KB REES

Phone

6072877011

Tax Period

2024-01-01 to 2024-12-31

SWART-WILCOX HOUSE MUSEUM C/O HELEN KB REES, founded in 2024, is a small nonprofit in the Arts, Culture & Humanities sector that reported $246K in total revenue in fiscal year 2024. The organization ran a surplus of $244K, a strong 99% operating margin.

Mission

SAME AS STATEMENT OF MISSION ON FORM 990, PAGE 1, LINE 1.

Program Service Accomplishments

Program 1

Expenses: $377

SUNDAY SUMMER SERIES - EIGHT SESSIONS DURING THE SUMMER ON SUNDAY IN JULY & AUGUST. GUEST SPEAKERS COVER TOPICS INCLUDING LOCAL HISTORY EVENTS, FAMOUS HISTORIC PEOPLE, ANTIQUE COLLECTIONS, LOCAL...

SUNDAY SUMMER SERIES - EIGHT SESSIONS DURING THE SUMMER ON SUNDAY IN JULY & AUGUST. GUEST SPEAKERS COVER TOPICS INCLUDING LOCAL HISTORY EVENTS, FAMOUS HISTORIC PEOPLE, ANTIQUE COLLECTIONS, LOCAL HISTORIC INSTITUTIONS, AND OTHER TOPICS ABOUT LOCAL HISTORY IN AND AROUND THE CITY OF ONEONTA, NY. THE PROGRAMS ARE OPEN TO THE PUBLIC AND AVERAGE ATTENDANCE AT EACH SESSION IS ABOUT 45 PEOPLE. THE SESSIONS ARE HELD ON THE MUSEUM LAWN & THE FINAL SESSION INCLUDES REFRESHMENTS AND A TOUR OF THE SWART-WILCOX HOUSE MUSEUM. THERE IS NO CHARGE FOR THESE SESSIONS.

Program 2

Expenses: $184

ADULT EDUCATION PROGRAMS IN LOCAL HISTORY - THIS IS A SPECIAL SERIES OF PROGRAMS FOR ADULTS FROM APRIL UNTIL OCTOBER. ATTENDEES AVERAGE ABOUT 20 PEOPLE PER SESSION AND SESSIONS ARE OPEN TO ALL...

ADULT EDUCATION PROGRAMS IN LOCAL HISTORY - THIS IS A SPECIAL SERIES OF PROGRAMS FOR ADULTS FROM APRIL UNTIL OCTOBER. ATTENDEES AVERAGE ABOUT 20 PEOPLE PER SESSION AND SESSIONS ARE OPEN TO ALL ADULTS. PROGRAMS ARE HELD INSIDE THE HOUSE MUSEUM FOLLOWED BY A TOUR OF THE MUSEUM. PRESENTERS ALL DONATE THEIR TIME AND EXPERTISE AND ATTENDEES INCLUDE MEMBERS OF THE LOCAL ROTARY CLUB, DAR, LOCAL HISTORIC SOCIETIES, CATSKILL AREA TEACHERS CENTER, OTHER LOCAL ORGANIZATIONS, AND ANY OTHER INTERESTED ADULTS. AGAIN, THERE IS NO CHARGE FOR THESE PROGRAMS.

Program 3

Expenses: $125

LOCAL HISTORY CURRICULUM & CLASSES FOR LOCAL 4TH GRADE STUDENTS: THE BOARD MEMBERS OF THE MUSEUM PROVIDE A SERIES OF 8 CLASSES IN LOCAL HISTORY WITH A FOCUS ON THE HISTORY OF THE SWART-WILCOX HOUSE, BUILT IN 1807. THERE ARE 2 CLASSES HELD IN EACH OF THE 4 ELEMENTARY SCHOOLS IN THE CITY OF ONEONTA. THE 1ST CLASS INCLUDES A POWER POINT PRESENTATION FOLLOWED BY A SPECIAL LEARNING ACTIVITY. THE 2ND CLASS, GIVEN A WEEK LATER, INVOLVES A FIELD TRIP TO THE SWART-WILCOX HOUSE MUSEUM WHERE THE STUDENTS GET A TOUR OF THE MUSEUM AND DO A HANDS-ON CRAFT PROJECT INVOLVING SOMETHING THEY SAW AT THE MUSEUM. THIS PROGRAM INVOLVES APPROXIMATELY 110 4TH GRADE STUDENTS IN THE FOUR ELEMENTARY SCHOOLS IN THE CITY OF ONEONTA. ALL SERVICES ARE DONATED.

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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 $244,364

Program Service Revenue $0

Investment Income $1,359

Other Revenue $0

TOTAL REVENUE $245,723

Expense Breakdown

Grants Paid $100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $686

Other Expenses $2,064

TOTAL EXPENSES $2,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,723	N/A	N/A
Expenses	$2,164	N/A	N/A
Net Income	$243,559	N/A	N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN KB REES	PRESIDENT	20.00	Officer Director	$0	$0	$0
JOAN KOLLGAARD	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
DEBORAH CLOUGH	SECRETARY	15.00	Officer Director	$0	$0	$0
LORAINE TYLER	TREASURER	20.00	Officer Director	$0	$0	$0
NORMA SLAWSON	DIRECTOR	15.00	Director	$0	$0	$0
ANN SCHULZ	DIRECTOR	15.00	Director	$0	$0	$0
PATRICIA FOLLETT	DIRECTOR	5.00	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	$245,723	$2,164	$243,559	$243,559

SWART-WILCOX HOUSE MUSEUM C/O HELEN KB REES