West Monroe Historical Society

Nonprofit profile at a glance

EIN
161330149
IRS 990-EZ coverage
2017–2025
Forms available
Form 990-EZ 2025, Form 990-N 2015
Location
West Monroe, NY, USA
Phone
3156682028
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Historical Societies & Historic Preservation

Reported finances

Revenue
$7,195
Expenses
$5,731
Assets
$94,563

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Linda Williams (Vice President)
  • Lee Mount (President)

People named in this filing

  • Lawrence Herbert (Executive Dir.)
  • Linda Williams (Vice President)
  • Kenneth J Parrotte (Treasurer)

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 of West Monroe Historical Artifacts

What it reported doing in 2025

Preservation of West Monroe Historical Collection

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.2%; rating input score 93
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 20.3%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 16.5; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 2.7% per year; rating input score 100; 55th percentile among comparable filings
  • Revenue growth: -0.4% per year; rating input score 0; 48th percentile among comparable filings
  • Asset growth: 0.8% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 93.2% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $7K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 5 of 6 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 9 filing years from 2017 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.

  • Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.