ONTARIO COUNTY HISTORICAL SOCIETY (EIN 160768680) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1902

Legal Domicile

Principal Officer

GEOFF ASTLES

Phone

5853944975

Tax Period

2024-11-01 to 2025-10-31

ONTARIO COUNTY HISTORICAL SOCIETY, founded in 1902, is a small nonprofit that reported $347K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

PROVIDE VARIOUS EDUCATIONAL, CULTURAL, AND MUSEUM PROGRAMS AND SERVICES TO AREA RESIDENTS AND TOURISTS IN ORDER TO PROMOTE AN APPRECIATION OF ONTARIO COUNTY, NY.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $288,205

Program Service Revenue $14,586

Investment Income $33,799

Other Revenue $10,630

TOTAL REVENUE $347,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,904

Fundraising Expenses $21,545

Program Expenses $204,336

Other Expenses $130,227

TOTAL EXPENSES $338,131

Year-over-Year Comparison

	2024	2023	Change
Revenue	$347,220	$291,069	+0.2%
Expenses	$338,131	$289,689	+0.2%
Net Income	$9,089	$1,380	+5.6%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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
CHARLES PARKHURST	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
TRICIA CAREY	TREASURER	0.00	Officer Director	$0	$0	$0
CAROLE LILLIS	SECRETARY	0.00	Officer Director	$0	$0	$0
LINDA FARCHIONE-HAWKS	DIRECTOR	0.00	Director	$0	$0	$0
ERIC PALUMBO	DIRECTOR	0.00	Director	$0	$0	$0
JEANNA SAVAGE	DIRECTOR	0.00	Director	$0	$0	$0
DAVID WHITE	DIRECTOR	0.00	Director	$0	$0	$0
GLORIA DANCAUSE	DIRECTOR	0.00	Director	$0	$0	$0
NATALIE DETRAGLIA	DIRECTOR	0.00	Director	$0	$0	$0
JACK SCHUPPENHAUER	DIRECTOR	0.00	Director	$0	$0	$0
JOHN MICHALKO	DIRECTOR	0.00	Director	$0	$0	$0
GEOFF ASTLES	PRESIDENT	1.00	Officer 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	$347,220	$338,131	$370,297	$9,089
2024	$291,069	$289,689	$358,964	$1,380
2023	$308,708	$292,965	$317,078	$15,743
2022	$213,477	$282,774	$308,614	$-69,297
2021	$183,207	$222,158	$389,548	$-38,951
2020	$354,287	$261,388	$403,457	$92,899
2019	$198,883	$261,403	$310,064	$-62,520
2018	$252,120	$260,164	$371,528	$-8,044

ONTARIO COUNTY HISTORICAL SOCIETY