Nonprofit · EIN 16-1019882
HERKIMER COUNTY HISTORICAL SOCIETY
Tax-exempt · HERKIMER, NY 13350
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $133,006 | $106,036 | $26,970 | $708,902 | $3,293 | $705,609 |
| December 31, 2024 | 990 | $108,711 | $167,550 | -$58,839 | $682,174 | $3,535 | $678,639 |
| December 31, 2023 | 990 | $119,716 | $133,358 | -$13,642 | $735,586 | $2,046 | $733,540 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $92,328
- of which government grants
- $28,000
- Membership dues
- $8,171
- Program service revenue
- $12,798
- Investment income
- $10,285
- Net gain from sales of assets
- $4,705
- Net income from fundraising events
- $11,611
- Net income from sales of inventory
- $5,984
- Other revenue
- $17,595
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $65,210
- Salaries, compensation and benefits (total)
- $70,736
- Professional fundraising fees
- $0
- Legal fees
- $331
- Accounting fees
- $2,525
- Occupancy
- $12,336
- Program services (functional)
- $55,985
- Management and general (functional)
- $50,051
Balance sheet and other
- Total assets, start of year
- $682,174
- Total assets, end of year
- $708,902
- Total liabilities, end of year
- $3,293
- Net assets, end of year
- $705,609
- Land, buildings and equipment
- $282,560
- Publicly traded securities
- $302,788
- Net assets without donor restrictions
- $700,438
- Net assets with donor restrictions
- $5,171
- Gross receipts
- $225,911
- Employees
- 2
- Volunteers
- 12
- Year formed
- 1896
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY STEELE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| IVA TREVETT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| THEODORE ADAMS | DIRECTOR Trustee or director | 1 | $0 |
| SYLVIA ROWAN | DIRECTOR Trustee or director | 1 | $0 |
| DARYL GRUBNER | DIRECTOR Trustee or director | 1 | $0 |
| TAMMY CROSSWAY | DIRECTOR Trustee or director | 1 | $0 |
| ANGELA HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA STOCK | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT VAUGHN | DIRECTOR Trustee or director | 1 | $0 |
| KARL MANNE | DIRECTOR Trustee or director | 1 | $0 |
| PENNY VANDUSEN | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY STEELE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| IVA TREVETT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| PENNY VANDUSEN | SECRETARY Officer | 1 | $0 |
| STEPHEN SMITH | TREASURER Trustee or director, Officer | 1 | $0 |
| THEODORE ADAMS | DIRECTOR Trustee or director | 1 | $0 |
| SYLVIA ROWAN | DIRECTOR Trustee or director | 1 | $0 |
| DARYL GRUBNER | DIRECTOR Trustee or director | 1 | $0 |
| TAMMY CROSSWAY | DIRECTOR Trustee or director | 1 | $0 |
| ANGELA HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA STOCK | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT VAUGHN | DIRECTOR Trustee or director | 1 | $0 |
| KARL MANNE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY STEELE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| IVA TREVETT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| PENNY VANDUSEN | SECRETARY Officer | 1 | $0 |
| STEPHEN SMITH | TREASURER Trustee or director, Officer | 1 | $0 |
| THEODORE ADAMS | DIRECTOR Trustee or director | 1 | $0 |
| SYLVIA ROWAN | DIRECTOR Trustee or director | 1 | $0 |
| DARYL GRUBNER | DIRECTOR Trustee or director | 1 | $0 |
| TAMMY CROSSWAY | DIRECTOR Trustee or director | 1 | $0 |
| ANGELA HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA STOCK | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT VAUGHN | DIRECTOR Trustee or director | 1 | $0 |
| KARL MANNE | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 406 N MAIN ST, HERKIMER, NY 13350-1955
- In care of
- % CASSANDRA CASTLE
- Principal officer (990 for 2025)
- Cassandra Castle, 406 N MAIN ST, HERKIMER, NY 13350
- Signed the 990
- Cassandra Castle, Executive Director
- Phone
- (315) 866-6413
- Return prepared by
- HRB TAX GROUP INC
Mission
Provide local area with a resource center library, and museum. Publish local history and provide historical Programs
Program accomplishments
- Provide staff resources to publicly promote local history and to assist in historical research.
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 | 990 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
- 16-1019882
- 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
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $708,902
- Income (IRS master file)
- $225,911
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $133,006 | $106,036 | $708,902 | IRS |
| 990 | December 2024 | $108,711 | $167,550 | $682,174 | XML |
| 990 | December 2023 | $119,716 | $133,358 | $735,586 | XML |
| 990 | December 2022 | $83,962 | $150,721 | $729,802 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 16-1019882).
Questions about HERKIMER COUNTY HISTORICAL SOCIETY
- What is the EIN of HERKIMER COUNTY HISTORICAL SOCIETY?
- The employer identification number (EIN) of HERKIMER COUNTY HISTORICAL SOCIETY is 16-1019882.
- Is HERKIMER COUNTY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to HERKIMER COUNTY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERKIMER COUNTY 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 HERKIMER COUNTY HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERKIMER COUNTY HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HERKIMER COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 names Cassandra Castle.
- Who are the officers and directors of HERKIMER COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does HERKIMER COUNTY HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $133,006, expenses of $106,036 and total assets of $708,902 at year end.
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All nonprofits in HERKIMER · New York · Arts, culture and humanities