GENEVA 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

1979

Legal Domicile

Principal Officer

BANK OF AMERICA N A

Phone

8888663275

Tax Period

2025-01-01 to 2025-12-31

GENEVA HISTORICAL SOCIETY, founded in 1979, is a small nonprofit in the Arts, Culture & Humanities sector that reported $239K in total revenue in fiscal year 2025. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 60% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE GENEVA HISTORICAL SOCIETY TO ENGAGE IN AN ONGOING DIALOGUE ON GENEVA

Program Service Accomplishments

Program 1

Expenses: $78,717

TO PROVIDE SUPPORT FOR THE GENEVA HISTORICAL SOCIETY TO ENGAGE IN AN ONGOING DIALOGUE ON GENEVA

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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 $0

Program Service Revenue $0

Investment Income $238,948

Other Revenue $0

TOTAL REVENUE $238,948

Expense Breakdown

Grants Paid $78,717

Salaries & Benefits $16,650

Fundraising Expenses $0

Program Expenses $78,717

Other Expenses $867

TOTAL EXPENSES $96,234

Year-over-Year Comparison

	2025	2024	Change
Revenue	$238,948	$130,705	+0.8%
Expenses	$96,234	$105,613	-0.1%
Net Income	$142,714	$25,092	+4.7%

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

N/A

Employees

N/A

Volunteers

N/A

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
N/A	TRUSTEE	N/A		$78,717	$0	$78,717

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	$238,948	$96,234	$3,040,912	$142,714
2024	$130,705	$105,613	$2,910,875	$25,092
2023	$109,353	$102,245	$2,900,968	$7,108
2022	$1,079,693	$91,225	$2,898,047	$988,468
2021	$93,670	$63,578	$1,917,495	$30,092
2020	$20,435	$57,723	$1,888,875	$-37,288
2018	$109,867	$64,965	$1,891,833	$44,902