Swart-wilcox House Museum

Nonprofit profile at a glance

EIN
562482948
IRS 990-EZ coverage
2025–2025
Forms available
Form 990 2024, Form 990-EZ 2025
Location
Oneonta, NY, USA
Phone
6074332452
Rating
49
Verdict
MIXED
Rating confidence
Moderate
Sector
History Museums

Reported finances

Revenue
$101,595
Expenses
$3,163
Assets
$341,991

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • HELEN KB REES (PRESIDENT)

People named in this filing

  • HELEN KB REES (PRESIDENT)
  • JOAN KOLLGAARD (VICE PRESIDE)
  • DEBARAH CLOUGH (SECRETARY)

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

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.

What it reported doing in 2025

Local history curriculum & classes for local 4th grade students: the board members of the museum provide a series of 8 classes in local history with a focus on the history of the swart-wilcox house, built in 1807. There are 2 classes held in each of the 4 elementary schools in the city of oneonta. The 1st class includes a power point presentation followed by a special learning activity. The 2nd class, given a week later, involves a field trip to the swart-wilcox house museum where the students get a tour of the museum and do a hands-on craft project involving something they saw at the museum. This project involves approximately 110 4th grade students in the four elementary schools in the city of oneonta. All services are donated.

Operating model

Revenue model
Donor-supported. 90% of the money available for current operations came from contributions and gifts.
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: 100
  • Sustainability: 83
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0.9%; rating input score 1
  • Program expense ratio: 15.8%; rating input score 16

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 96.9%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 108.12; rating input score 100; 100th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -83% per year; rating input score 0; 0th percentile among comparable filings
  • Asset growth: 33.6% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 0.9% of revenue deployed · 15.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $500 in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 1/100.
  • High — Financial Efficiency: Program expense ratio scored 16/100.
  • High — Growth: Revenue growth scored 0/100.