Nonprofit · EIN 11-6083115
SHELTER ISLAND HISTORICAL SOCIETY
Tax-exempt · SHELTER ISLAND, NY 11964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $567,774 | $729,578 | -$161,804 | $4,936,716 | $24,317 | $4,912,399 |
| December 31, 2023 | 990 | $432,733 | $652,957 | -$220,224 | $5,106,456 | $32,253 | $5,074,203 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $338,230
- Program service revenue
- $224,399
- Investment income
- $5,145
- Net gain from sales of assets
- $3,537
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $241,601
- Salaries, compensation and benefits (total)
- $266,691
- Professional fundraising fees
- $0
- Accounting fees
- $5,500
- Occupancy
- $15,528
- Depreciation
- $138,596
- Program services (functional)
- $594,770
- Management and general (functional)
- $61,052
- Fundraising (functional)
- $73,756
Balance sheet and other
- Total assets, start of year
- $5,106,456
- Total assets, end of year
- $4,936,716
- Total liabilities, end of year
- $24,317
- Net assets, end of year
- $4,912,399
- Land, buildings and equipment
- $4,587,310
- Net assets without donor restrictions
- $4,666,080
- Net assets with donor restrictions
- $246,319
- Gross receipts
- $654,162
- Employees
- 10
- Volunteers
- 80
- Year formed
- 1966
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY FRAN GLEASON | PRESIDENT Trustee or director, Officer | 10 | $0 |
| CHRIS CAREY | VICE PRESIDE Trustee or director, Officer | 10 | $0 |
| MARGARET DORIO | TREASURER Trustee or director, Officer | 10 | $0 |
| ELIZABETH NARDIN | SECRETARY Trustee or director, Officer | 10 | $0 |
| ADAM BUNDY | TRUSTEE Trustee or director | 5 | $0 |
| AMY COCOCCIA | TRUSTEE Trustee or director | 5 | $0 |
| MAGGIE MURPHY | TRUSTEE Trustee or director | 5 | $0 |
| JEFF FEINGOLD | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS CAREY | VICE PRESIDE Trustee or director, Officer | – | $0 |
| JIM GEREGHTY | TRUSTEE Trustee or director | – | $0 |
| PEG D'ORIO | TREASURER Trustee or director, Officer | – | $0 |
| PENNY RUDDER | TRUSTEE Trustee or director | – | $0 |
| ADAM BUNDY | VICE PRESIDE Trustee or director, Officer | – | $0 |
| MARY FRAN GLEASON | PRESIDENT Trustee or director, Officer | – | $0 |
| MAGGIE MURPHY | TRUSTEE Trustee or director | – | $0 |
| JEFF FEINGOLD | TRUSTEE Trustee or director | – | $0 |
| AMY COCOCCIA | TRUSTEE Trustee or director | – | $0 |
| ELIZABETH NARDIN | SECRETARY Trustee or director, Officer | – | $0 |
| PENNY RUDDER | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 16 S FERRY RD, SHELTER ISLAND, NY 11964-0000
- Principal officer (990 for 2024)
- NANETTE LAWRENSON
- Signed the 990
- NANETTE LAWRENSON, EXECUTIVE DIRECTOR
- Phone
- (631) 749-0025
- Website
- SHELTERISLANDHISTORICAL.ORG
- Return prepared by
- GNFERRARIS CPA LLC
Mission
THE MISSION OF THE SHELTER ISLAND HISTORICAL SOCIETY IS TO RESEARCH, PRESERVE AND SHARE OUR HERITAGE AND ISLAND HISTORY THROUGH EDUCATION, EXHIBITION, SCHOLARSHIP AND COMMUNITY ACTIVITIES. WE INTERPRET SHELTER ISLAND'S PAST AND ON GOING LIFE THROUGH PRESERVATION OF HISTORICAL MATERIAL FROM THE FIRST INHABITANTS, SHELTERS AND TOWN FATHERS, TO THOSE WHO HAVE MADE IT A CARING AND UNIQUE COMMUNITY THROUGH THE YEARS. WE STRIVE TO PRESERVE THE ISLAND'S HERITAGE FOR FUTURE GENERATIONS.
Program accomplishments
- EDUCATIONAL PROGRAMS AND EVENTS INCLUDING ONGOING CATALOGING, RESTORATION TO HISTORIC BUILDINGS, NEW EDUCATIONS PROGRAMS, TECHNOLOGY UPGRADE AND INTERN PROGRAM.Expenses $594,770 · revenue $224,399
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 11-6083115
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,936,716
- Income (IRS master file)
- $654,162
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $567,774 | $729,578 | $4,936,716 | XML |
| 990 | December 2023 | $432,733 | $652,957 | $5,106,456 | XML |
| 990 | December 2022 | $408,462 | $733,255 | $5,255,957 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 11-6083115).
Questions about SHELTER ISLAND HISTORICAL SOCIETY
- What is the EIN of SHELTER ISLAND HISTORICAL SOCIETY?
- The employer identification number (EIN) of SHELTER ISLAND HISTORICAL SOCIETY is 11-6083115.
- Is SHELTER ISLAND HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to SHELTER ISLAND HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHELTER ISLAND HISTORICAL SOCIETY 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 SHELTER ISLAND HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELTER ISLAND HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SHELTER ISLAND HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names NANETTE LAWRENSON.
- Who are the officers and directors of SHELTER ISLAND HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does SHELTER ISLAND HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $567,774, expenses of $729,578 and total assets of $4,936,716 at year end.
Other nonprofits in SHELTER ISLAND
- BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT EIN 88-6717068 · last filed 990-PF for 2024
- SHOLOM ALEICHEM NETWORK INC EIN 11-3548554 · last filed 990-N for 2024
- SHELTER ISLAND HIGHWAY BENEVOLENT ASSOCIATION INC EIN 11-2841706 · last filed 990-N for 2024
- SHELTER ISLAND EARLY CHILDHOOD LEARNING CENTER EIN 81-1605382 · last filed 990-N for 2015