Rochester 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

1888

Legal Domicile

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

The purpose of the Rochester Historical Society is to seek out, collect, preserve and restore those materials, records, and artifacts which relate to the history of Rochester.

Program Service Accomplishments

Program 1

Expenses: $30,926 Revenue: $266,461

Operation of a historical museum, preservation of collection items, publication of booklets, membership of approximately 349, maintain library and archive for researchers, exhibit paintings and other...

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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 (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

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
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