GREATER ONEONTA HISTORICAL SOCIETY

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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

1939

Legal Domicile

Phone

6074320960

Tax Period

2025-01-01 to 2025-12-31

GREATER ONEONTA HISTORICAL SOCIETY, founded in 1939, is a small nonprofit in the Arts, Culture & Humanities sector that reported $438K in total revenue in fiscal year 2025. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $264K, a strong 60% operating margin.

Mission

Promote greater Oneonta's past by collecting and preserving authentic objects and documents, disseminating knowledge, and providing stimulating educational experiences through dynamic programs and exhibitions.

Program Service Accomplishments

Program 1

Expenses: $126,809

Exhibits and educational programs about Oneonta.

Program 2

Expenses: $1,681 Revenue: $2,240

Annual dinner to raise money in order to provide exhibits and educational programs about Oneonta.

Program 3

Expenses: $1,185 Revenue: $12,292

Auction to raise money in order to provide exhibits and educational programs about Oneonta.

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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 (2025)

Revenue Breakdown

Contributions & Grants $407,252

Program Service Revenue $26,535

Investment Income $1,113

Other Revenue $3,388

TOTAL REVENUE $438,288

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,972

Fundraising Expenses $0

Program Expenses $129,675

Other Expenses $81,934

TOTAL EXPENSES $173,906

Year-over-Year Comparison

	2025	2024	Change
Revenue	$438,288	$295,624	+0.5%
Expenses	$173,906	$153,915	+0.1%
Net Income	$264,382	$141,709	+0.9%

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

100

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

$60,701

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCELA MICUCCI	Executive Dir.	25.00	Officer	$60,701	$0	$60,701
CHAD ANDERSON	Trustee	1.00	Director	$0	$0	$0
FRANK ANTONUCCI	Trustee	1.00	Director	$0	$0	$0
HARRY BRADSHAW MATTHEWS	Trustee	1.00	Director	$0	$0	$0
BOB BRZOZOWSKI	Trustee	1.00	Director	$0	$0	$0
ALEX MILLER	Treasurer	2.00	Officer Director	$0	$0	$0
RACHEL GLEIBERMAN	Secretary	0.00	Officer Director	$0	$0	$0
ALEX BENJAMIN	Trustee	0.00	Director	$0	$0	$0
LIZ MORLEY	Trustee	1.00	Director	$0	$0	$0
ARTHUR TORREY	Trustee	1.00	Director	$0	$0	$0
KATHY WOLVERTON	Vice President	1.00	Officer Director	$0	$0	$0
CATHY LYNCH	Trustee	1.00	Director	$0	$0	$0
KATHLEEN MEEKER	President	2.00	Officer Director	$0	$0	$0
TINA WINSTEAD	Trustee	1.00	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	$438,288	$173,906	$1,849,584	$264,382
2024	$295,624	$153,915	$1,584,749	$141,709
2023	$210,971	$159,050	$1,442,671	$51,921
2022	$190,694	$131,029	$1,390,721	$59,665
2021	$108,437	$91,476	$1,330,919	$16,961
2020	$145,083	$75,296	$1,313,958	$69,787
2019	$69,719	$70,585	$1,244,171	$-866
2018	$182,081	$67,050	$1,245,037	$115,031