EXETER HISTORICAL SOCIETY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

VICKI GEIS

Phone

6037782335

Tax Period

2025-01-01 to 2025-12-31

EXETER HISTORICAL SOCIETY, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $270K in total revenue in fiscal year 2025. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 41% operating margin.

Mission

EXETER HISTORICAL SOCIETY'S MISSION IS TO RESEARCH AND DOCUMENT ARCHIVAL WORK AND GENEALOGY, COLLECTION MANAGEMENT, STEWARDSHIP AND PRESERVATION OF ACQUISITIONS, AND PUBLIC EDUCATION AND PROGRAMMING.

Program Service Accomplishments

Program 1

Expenses: $40,305

RESEARCH AND DOCUMENTATION OF ARCHIVAL WORK AND GENEALOGY

Program 2

Expenses: $40,750

COLLECTION MANAGEMENT AND PRESERVATION OF ACQUISITIONS AND STEWARDSHIPS

Program 3

Expenses: $54,065 Revenue: $5,000

PUBLIC EDUCATION AND PUBLIC PROGRAMMING

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $219,943

Program Service Revenue $5,000

Investment Income $35,962

Other Revenue $8,687

TOTAL REVENUE $269,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,406

Fundraising Expenses $1,441

Program Expenses $135,120

Other Expenses $96,051

TOTAL EXPENSES $159,457

Year-over-Year Comparison

	2025	2024	Change
Revenue	$269,592	$152,499	+0.8%
Expenses	$159,457	$104,473	+0.5%
Net Income	$110,135	$48,026	+1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI GEIS	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
JONATHAN RING	VICE-CHAIR	3.00	Officer Director	$0	$0	$0
JULIE AVANT	TREASURER	4.00	Officer Director	$0	$0	$0
BRIAN SMALLEY	SECRETARY	4.00	Officer Director	$0	$0	$0
JOAN CALDWELL	DIRECTOR	3.00	Director	$0	$0	$0
BETH DIAMOND	DIRECTOR	4.00	Director	$0	$0	$0
CAROLINE COLLINS SIECKE	DIRECTOR	4.00	Director	$0	$0	$0
JOHN HALLINAN	DIRECTOR	3.00	Director	$0	$0	$0
NANCY REHFELD	DIRECTOR	3.00	Director	$0	$0	$0
TERESA TOOMEY	DIRECTOR	3.00	Director	$0	$0	$0
DON BRISELDEN	DIRECTOR	3.00	Director	$0	$0	$0
CYNTHIA YOUNG	DIRECTOR	3.00	Director	$0	$0	$0
KEITH ARMSTRONG	DIRECTOR	3.00	Director	$0	$0	$0
AMANDA BARONE	DIRECTOR	3.00	Director	$0	$0	$0
MERYL CARMEL	DIRECTOR	3.00	Director	$0	$0	$0
OWEN WAGNER	DIRECTOR HS	2.00	Director	$0	$0	$0
MADELINE ROGER	DIRECTOR HS	2.00	Director	$0	$0	$0
MADELIN RALABATE	NON-VOTING H	2.00	Director	$0	$0	$0
CALLEN MAYERS	NON-VOTING H	2.00	Director	$0	$0	$0
PETER SMITH	EMERITUS, NO	N/A	Director	$0	$0	$0
ED ROWAN	EMERITUS, NO	N/A	Director	$0	$0	$0
PAM GJETTUM	EMERITUS, NO	N/A	Director	$0	$0	$0
ANN SCHIEBER	EMERITUS, NO	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$269,592	$159,457	$658,366	$110,135
2024	No data	No data	No data	No data
2023	$129,971	$101,967	$501,150	$28,004
2022	$155,583	$90,840	$473,646	$64,743
2021	$120,266	$85,981	$409,403	$34,285
2020	$158,093	$80,348	$383,518	$77,745
2019	$102,043	$82,316	$298,373	$19,727
2018	$92,223	$76,055	$282,101	$16,168