Nonprofit · EIN 11-2440592
WARD MELVILLE HERITAGE ORGANIZATION LTD
Tax-exempt · STONY BROOK, NY 11790
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $580,601 | $2,512,930 | -$1,932,329 | $3,271,311 | $478,005 | $2,793,306 |
| June 30, 2024 | 990 | $401,785 | $1,303,079 | -$901,294 | $3,201,224 | $120,495 | $3,080,729 |
| June 30, 2023 | 990 | $332,876 | $1,003,346 | -$670,470 | $3,145,156 | $65,629 | $3,079,527 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $476,106
- of which government grants
- $289,429
- Program service revenue
- $64,569
- Investment income
- $11,364
- Net rental income
- $13,944
- Net income from fundraising events
- $13,743
- Net income from sales of inventory
- $663
- Other revenue
- $28,562
Expenses
- Grants and similar amounts paid
- $150
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $117,928
- Accounting fees
- $9,000
- Occupancy
- $22,396
- Travel
- $636
- Depreciation
- $118,034
- Program services (functional)
- $2,149,558
- Management and general (functional)
- $257,455
- Fundraising (functional)
- $105,917
Balance sheet and other
- Total assets, start of year
- $3,201,224
- Total assets, end of year
- $3,271,311
- Total liabilities, end of year
- $478,005
- Net assets, end of year
- $2,793,306
- Land, buildings and equipment
- $2,269,712
- Net assets without donor restrictions
- $2,736,573
- Net assets with donor restrictions
- $56,733
- Gross receipts
- $611,876
- Employees
- 0
- Volunteers
- 275
- Year formed
- 1939
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD J GUTLEBER ESQ | Vice Chairman Trustee or director, Officer | 1 | $0 |
| LAURA HUANG-ERNST | Trustee Trustee or director | 1 | $0 |
| KATHLEEN MICH | Treasurer Trustee or director, Officer | 1 | $0 |
| JAMES MURDOCCO | Trustee Trustee or director | 1 | $0 |
| CHARLES NAPOLI | Trustee Trustee or director | 1 | $0 |
| DR RICHARD RUGEN | Chairman Trustee or director, Officer | 1 | $0 |
| MARY VAN TUYL | Trustee Trustee or director | 1 | $0 |
| GRAHAM SCAIFE | Trustee Trustee or director | 1 | $0 |
| ANDY SKITMORE | Trustee Trustee or director | 1 | $0 |
| GLORIA D ROCCHIO | President Officer | 30 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD J GUTLEBER ESQ | Vice Chairman Trustee or director, Officer | 1 | $0 |
| LAURA HUANG-ERNST | Trustee Trustee or director | 1 | $0 |
| KATHLEEN MICH | Treasurer Trustee or director, Officer | 1 | $0 |
| JAMES MURDOCCO | Trustee Trustee or director | 1 | $0 |
| CHARLES NAPOLI | Trustee Trustee or director | 1 | $0 |
| DANIEL ROWE | Secretary Trustee or director, Officer | 1 | $0 |
| DR RICHARD RUGEN | Chairman Trustee or director, Officer | 1 | $0 |
| MARY VAN TUYL | Trustee Trustee or director | 1 | $0 |
| GRAHAM SCAIFE | Trustee Trustee or director | 1 | $0 |
| CHRIS RICHEY | Trustee Trustee or director | 1 | $0 |
| ANDY SKITMORE | Trustee Trustee or director | 1 | $0 |
| CHARLES LOHMANN | Trustee Trustee or director | 1 | $0 |
| GLORIA D ROCCHIO | President Officer | 40 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD J GUTLEBER ESQ | Vice Chairman Trustee or director, Officer | 1 | $0 |
| LAURA HUANG-ERNST | Trustee Trustee or director | 1 | $0 |
| ANNA M KEREKES | Trustee Trustee or director | 1 | $0 |
| KATHLEEN MICH | Treasurer Trustee or director, Officer | 1 | $0 |
| JAMES MURDOCCO | Trustee Trustee or director | 1 | $0 |
| CHARLES NAPOLI | Trustee Trustee or director | 1 | $0 |
| DANIEL ROWE | Secretary Trustee or director, Officer | 1 | $0 |
| DR RICHARD RUGEN | Chairman Trustee or director, Officer | 1 | $0 |
| MARY VAN TUYL | Trustee Trustee or director | 1 | $0 |
| GRAHAM SCAIFE | Trustee Trustee or director | 1 | $0 |
| CHRIS RICHEY | Trustee Trustee or director | 1 | $0 |
| ANDY SKITMORE | Trustee Trustee or director | 1 | $0 |
| CHARLES LOHMANN | Trustee Trustee or director | 1 | $0 |
| GLORIA D ROCCHIO | President Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 572, STONY BROOK, NY 11790-0572
- Principal officer (990 for 2024)
- gloria d rocchio
- Signed the 990
- Gloria D Rocchio, President
- Phone
- (631) 751-2244
- Website
- HTTP://WWW.WMHO.ORG
- Return prepared by
- Nawrocki Smith LLP
Mission
TO FOSTER COMMUNITY ENRICHMENT THROUGH EDUCATIONAL AND CULTURAL EXPERIENCES. THIS IS ACCOMPLISHED BY ENHANCING AND INTERPRETING ITS HISTORIC AND ENVIRONMENTALLY SENSITIVE PROPERTIES AND BY UTILIZING STATE-OF-THE-ART TECHNOLOGY FOR EDUCATIONAL PROGRAMS.
Program accomplishments
- By utilizing its historic and natural properties The WMHO provides people of all ages with diverse ways to engage in their surroundings. Three national and state register historic properties with ties to George Washingtons Culper Spy Rings are owned and interpreted by The WMHO. These properties include the Brewster House (c. 1655), The Thompson House (c. 1709), and The Stony Brook Grist Mill (c. 1751). The WMHOs educational and interpretive staff utilize these properties for school tours, lectures, and other educational programs throughout the year. The addition of distance learning equipment at the Brewster House and the Thompson House allows The WMHO to engage classes that cannot physically visit the site with the stories of the families that lived in these properties. Students from as far away as South Dakota have taken advantage of the distance learning technology that allows The WMHO to bring history to life. The WMHO environmental properties include an 88-acre wetland preserve and the Ernst Marine Conservation Center. Access to the 88-acre wetland preserve is led by naturalists on a 27-passenger pontoon boat. Naturalists point out the diverse species that call the wetlands home, pointing out animals of interest as the tour winds through the wetlands. The Ernst Marine Conservation Center houses two classrooms, touch tanks, and scientific equipment that encourage scientific discovery. As with the historic properties distance learning technology is a key component of the programs at the Ernst Marine Conservation Center. The Long Island Sound Connections program helps to bridge the Long Island Sound and connect students with peers on the opposite side. Students from both Long Island and Connecticut explore the Long Island Sound from their location and analyze differences and explore what causes these differences. This program allows students to engage with nature, while also learning how the behaviors of humans affect this important body of water. Beyond school programs, The WMHO engages visitors through a variety of community events bringing art, culture, music and dance to the community. Annually the programs of The WMHO are attended by over 10,000 people.Expenses $2,149,558
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 11-2440592
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $3,271,311
- Income (IRS master file)
- $611,876
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $580,601 | $2,512,930 | $3,271,311 | IRS |
| 990 | June 2024 | $401,785 | $1,303,079 | $3,201,224 | IRS |
| 990 | June 2023 | $332,876 | $1,003,346 | $3,145,156 | XML |
| 990 | June 2022 | $793,489 | $770,919 | $2,939,924 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-2440592).
Questions about WARD MELVILLE HERITAGE ORGANIZATION LTD
- What is the EIN of WARD MELVILLE HERITAGE ORGANIZATION LTD?
- The employer identification number (EIN) of WARD MELVILLE HERITAGE ORGANIZATION LTD is 11-2440592.
- Is WARD MELVILLE HERITAGE ORGANIZATION LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WARD MELVILLE HERITAGE ORGANIZATION LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WARD MELVILLE HERITAGE ORGANIZATION LTD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WARD MELVILLE HERITAGE ORGANIZATION LTD due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WARD MELVILLE HERITAGE ORGANIZATION LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WARD MELVILLE HERITAGE ORGANIZATION LTD?
- The 990 for the year ended June 30, 2025 names gloria d rocchio.
- Who are the officers and directors of WARD MELVILLE HERITAGE ORGANIZATION LTD?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does WARD MELVILLE HERITAGE ORGANIZATION LTD have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $580,601, expenses of $2,512,930 and total assets of $3,271,311 at year end.
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