Form 990 for tax year 2022
Filed by WARD MELVILLE HERITAGE ORGANIZATION LTD.
Totals
- Total revenue
- $332,876
- Total expenses
- $1,003,346
- Contributions and grants received
- $221,022
- Grants paid
- $0
- Program service revenue
- $64,231
- Investment income
- $470
- Other revenue
- $47,153
- Total assets, end of year
- $3,145,156
- Total liabilities, end of year
- $65,629
- Net assets or fund balances, end of year
- $3,079,527
- Program services expenses (Part IX)
- $688,717
- Management and general expenses
- $228,933
- Fundraising expenses
- $85,696
- Program service expenses (Part III)
- $688,717
Program services were 68.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$59,954
-
1e · Government grants (contributions)
$22,142
-
1f · All other contributions, gifts and grants
$138,926
-
2a · Program service revenue: EDUCATIONAL PROGRAMS
total $64,231 · related or exempt $64,231
-
3 · Investment income
total $470 · excluded $470
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $13,484
-
6c · Rental income or loss
real property $13,484
-
6d · Net rental income or loss
total $13,484 · excluded $13,484
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$51,675
-
8a · Fundraising events: contributions included on line 1c
$59,954
-
8b · Fundraising events: direct expenses
$23,532
-
8c · Net income from fundraising events
total $28,143
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$4,482
-
10b · Cost of goods sold
$2,276
-
10c · Net income from sales of inventory
total $2,206 · excluded $2,206
-
11a · Other revenue: GRIST MILL ADMISSIONS
total $1,094 · related or exempt $1,094
-
11b · Other revenue: Other Income
total $2,226 · related or exempt $2,226
-
11e · Other revenue, total
$3,320
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $545,785 · program services $280,619 · management and general $180,605 · fundraising $84,561
-
11b · Fees: legal
total $15,276 · program services $5,843 · management and general $9,433
-
11c · Fees: accounting
total $8,100 · management and general $8,100
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $5,027 · program services $4,916 · management and general $18 · fundraising $93
-
13 · Office expenses
total $5,366 · program services $1,045 · management and general $4,206 · fundraising $115
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $23,709 · program services $23,709
-
17 · Travel
total $1,009 · program services $980 · management and general $29
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $115,654 · program services $115,654
-
23 · Insurance
total $50,442 · program services $48,556 · management and general $1,886
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $140,759 · program services $137,885 · management and general $2,774 · fundraising $100
-
24b · Other expenses: EDUCATION
total $33,509 · program services $33,509
-
24c · Other expenses: COMMUNITY RELATIONS
total $27,132 · program services $25,652 · management and general $1,448 · fundraising $32
-
24d · Other expenses: CONTRACTUAL SERVICES
total $21,390 · program services $5,159 · management and general $16,198 · fundraising $33
-
24e · All other expenses
total $10,188 · program services $5,190 · management and general $4,236 · fundraising $762
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $400,065 · end of year $425,409
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $3,651 · end of year $6,860
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
beginning of year $40,500 · end of year $30,000
-
8 · Inventories for sale or use
beginning of year $18,612 · end of year $17,577
-
9 · Prepaid expenses and deferred charges
beginning of year $18,894 · end of year $18,564
-
10a · Land, buildings and equipment: cost or other basis
$5,251,931
-
10b · Land, buildings and equipment: accumulated depreciation
$2,908,912
-
10c · Land, buildings and equipment, net
beginning of year $2,351,687 · end of year $2,343,019
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $106,515 · end of year $303,727
-
17 · Accounts payable and accrued expenses
beginning of year $10,743 · end of year $36,472
-
19 · Deferred revenue
beginning of year $10,730 · end of year $27,825
-
25 · Other liabilities
beginning of year $351,168 · end of year $1,332
-
27 · Net assets without donor restrictions
beginning of year $2,525,275 · end of year $3,001,532
-
28 · Net assets with donor restrictions
beginning of year $42,008 · end of year $77,995
Mission and programs · 2022
Mission
TO FOSTER COMMUNITY ENRICHMENT THROUGH EDUCATIONAL AND CULTURAL EXPERIENCES. THIS IS ACCOMPLISHED BY ENHANCING AND INTERPRETING ITS HISTORIC AND ENVIRONMENTALLY SENSITIVE PROPERTIES AND BY UTILIZING STATE-OF-THE-ART TECHNOLOGY FOR EDUCATIONAL PROGRAMS.
Activities or mission (Part I)
THE ORGANIZATION DEVELOPS AND FOSTERS COMMUNITY ENRICHMENT THROUGH EDUCATIONAL AND CULTURAL PROGRAMS AT ITS HISTORIC AND NATURAL RESOURCE PROPERTIES.
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By utilizing its historic and natural properties The WMHO provides people of all ages with diverse ways to engage in their surroundings. Three national and state register historic properties with ties to George Washingtons Culper Spy Rings are owned and interpreted by The WMHO. These properties include the Brewster House (c. 1655), The Thompson House (c. 1709), and The Stony Brook Grist Mill (c. 1751). The WMHOs educational and interpretive staff utilize these properties for school tours, lectures, and other educational programs throughout the year. The addition of distance learning equipment at the Brewster House and the Thompson House allows The WMHO to engage classes that cannot physically visit the site with the stories of the families that lived in these properties. Students from as far away as South Dakota have taken advantage of the distance learning technology that allows The WMHO to bring history to life. The WMHO environmental properties include an 88-acre wetland preserve and the Ernst Marine Conservation Center. Access to the 88-acre wetland preserve is led by naturalists on a 27-passenger pontoon boat. Naturalists point out the diverse species that call the wetlands home, pointing out animals of interest as the tour winds through the wetlands. The Ernst Marine Conservation Center houses two classrooms, touch tanks, and scientific equipment that encourage scientific discovery. As with the historic properties distance learning technology is a key component of the programs at the Ernst Marine Conservation Center. The Long Island Sound Connections program helps to bridge the Long Island Sound and connect students with peers on the opposite side. Students from both Long Island and Connecticut explore the Long Island Sound from their location and analyze differences and explore what causes these differences. This program allows students to engage with nature, while also learning how the behaviors of humans affect this important body of water. Beyond school programs, The WMHO engages visitors through a variety of community events bringing art, culture, music and dance to the community. Annually the programs of The WMHO are attended by over 10,000 people.
Expenses $688,717
As filed on the 2022 return.
Listed in Part VII
-
Edward J Gutleber EsqEDWARD J GUTLEBER ESQ
Vice Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Laura Huang-ErnstLAURA HUANG-ERNST
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Anna M KerekesANNA M KEREKES
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen MichKATHLEEN MICH
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
James MurdoccoJAMES MURDOCCO
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Charles NapoliCHARLES NAPOLI
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Daniel RoweDANIEL ROWE
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Dr Richard RugenDR RICHARD RUGEN
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Mary Van TuylMARY VAN TUYL
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Graham ScaifeGRAHAM SCAIFE
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Chris RicheyCHRIS RICHEY
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Andy SkitmoreANDY SKITMORE
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Charles LohmannCHARLES LOHMANN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Gloria D RocchioGLORIA D ROCCHIO
President
- Total calculated
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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(2) · HOLDS COMMERCIAL AND RESIDENTIAL PROPERTIES. · NY
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(3) · HOLDS INVESTMENTS TO PROVIDE SUPPORT. · NY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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STONY BROOK HAMLET MANAGEMENT INC
C · MANAGEMENT · NY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410939349301621
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