CAROGA HISTORICAL ASSOCIATION and Museum
Nonprofit profile at a glance
- EIN
- 222230701
- IRS 990-EZ coverage
- 2023–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- Caroga Lake, NY, USA
- Phone
- 5188354400
- Rating
- 41
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $27,222
- Expenses
- $18,138
- Assets
- $233,213
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
22 people listed
Executive titles in this filing
- Douglas H Purcell Jr (President)
- Lauren Kozakiewicz (Vice-president)
People named in this filing
- Douglas H Purcell Jr (President)
- Lauren Kozakiewicz (Vice-president)
- Linda Fincke (Trustee)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Preservation and interpretation of historical events for the town of Caroga
What it reported doing in 2025
Gallery Opening for featured photographer, Randy Fredlund, "Our Place and Neighbors". There were 90 people present for the opening with a total visitation of 239 while the exhibit was featured.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 7
- Transparency & Controls: 82
- Sustainability: 80
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 7.1%; rating input score 7
- Program expense ratio: 7.5%; rating input score 7
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 33.4%; rating input score 82; 82nd percentile among comparable filings
- Total-asset coverage ratio: 12.86; rating input score 93; 93rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -130.6% per year; rating input score 0; 2nd percentile among comparable filings
- Revenue growth: -30% per year; rating input score 0; 11th percentile among comparable filings
- Asset growth: 3.9% per year; rating input score 100; 52nd percentile among comparable filings
Details
- Where the money goes: 7.1% of revenue deployed · 7.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 5 filed program accomplishments · $1K in reported program spending
- Leadership: top reported pay $0 · 22 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2023 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 7/100.
- High — Financial Efficiency: Program expense ratio scored 7/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.