Rochester Historical Society

EIN: 166051879 501(c)(3)

Rochester, NY

Total Revenue
$269,139
Total Expenses
$64,957
Total Assets
$293,226
Net Assets
$292,280
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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
1888
Legal Domicile
NY
Principal Officer
Thomas Latta
Phone
5856238285
Tax Period
2020-07-01 to 2021-06-30

Rochester Historical Society, founded in 1888, is a small nonprofit that reported $269K in total revenue in fiscal year 2020. The organization ran a surplus of $204K, a strong 76% operating margin.

Mission

Collect, preserve and restore material, records and artifacts related to the history of Rochester.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $1,505
Program Service Revenue $0
Investment Income $267,494
Other Revenue $140
TOTAL REVENUE $269,139

Expense Breakdown

Grants Paid $0
Salaries & Benefits $15,901
Fundraising Expenses $0
Program Expenses $30,926
Other Expenses $49,056
TOTAL EXPENSES $64,957

Year-over-Year Comparison

2020 2019 Change
Revenue $269,139 N/A N/A
Expenses $64,957 N/A N/A
Net Income $204,182 $0 N/A
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

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Governance

Voting Members
9
Independent Members
9
Employees
2
Volunteers
11

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
2
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Carolyn Vacca Trustee 0.40
Director
$0 $0 $0
Alinda Drury Trustee 0.40
Director
$0 $0 $0
Richard Calabrese Jr Trustee 0.40
Director
$0 $0 $0
Thomas Latta President 1.50
Officer Director
$0 $0 $0
Benjamin Keller Secretary 1.50
Officer Director
$0 $0 $0
Bart Patton Trustee 0.40
Director
$0 $0 $0
James Sheppard Trustee 0.40
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
2021 $269,139 $64,957 $293,226 $204,182
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