SWART-WILCOX HOUSE MUSEUM C/O HELEN KB REES

EIN: 562482948 501(c)(3) Arts, Culture & Humanities

ONEONTA, NY

Total Revenue
$245,723
Total Expenses
$2,164
Total Assets
$243,559
Net Assets
$243,559
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2024
Legal Domicile
NY
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

THE ORGANIZATION'S MISSION IS TO STIMULATE THE USE AND ENJOYMENT OF THE SWART-WILCOX HOUSE MUSEUM BY MAINTAINING AN ASSOCIATION OF PERSONS INTERESTED IN THE MUSEUM; TO DEVELOP AND CONTINUE EDUCATIONAL PROGRAMS THAT PROMOTE LIFE-LONG LEARNING & APPRECIATION OF LOCAL HISTORY; TO COOPERATE WITH THE CITY OF ONEONTA, NY, IN DEVELOPING ACTIVITIES RELATED TO ONEONTA'S HISTORY AND THE HISTORY OF THE SWART-WILCOX HOUSE, THE OLDEST BUILDING IN THE CITY; AND TO ENCOURAGE THE GENERAL PUBLIC AND OTHER ORGANIZATIONS TO PARTICIPATE IN SUPPORTING AND USING THE HISTORICAL PROGRAMS AND PROJECTS DEVELOPED AND OFFERED BY THE SWART-WILCOX HOUSE MUSEUM IN ORDER TO APPRECIATE THE ON-GOING HISTORICAL SIGNIFICANCE OF THE LEATHERSTOCKING REGION OF NEW YORK STATE AND OF THE CITY OF ONEONTA IN PARTICULAR.

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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 $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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
15

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
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
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
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