Sewickley Valley 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

1978

Legal Domicile

Principal Officer

Marty O'Brien

Phone

4127415315

Tax Period

2024-07-01 to 2025-06-30

Sewickley Valley Historical Society, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $168K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 16% operating margin.

Mission

Sewickley Valley Historical Societys mission is to promote interest in and to record, collect, preserve and document the history of the Sewickley Valley.

Program Service Accomplishments

Program 1

Expenses: $112,306 Revenue: $0

The Sewickley Valley Historical Society holds 8-10 programs annually which include presentations, lectures, films, tours, and luncheons These programs focus on the Sewickely Valley history...

The Sewickley Valley Historical Society holds 8-10 programs annually which include presentations, lectures, films, tours, and luncheons These programs focus on the Sewickely Valley history, architecture and historic preservation.

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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 $158,291

Program Service Revenue $0

Investment Income $7,530

Other Revenue $2,335

TOTAL REVENUE $168,156

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $60,786

Fundraising Expenses $7,444

Program Expenses $112,306

Other Expenses $76,060

TOTAL EXPENSES $141,846

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,156	$101,954	+0.6%
Expenses	$141,846	$124,359	+0.1%
Net Income	$26,310	$-22,405	-2.2%

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
Amanda Schaffer	Executive Director	35.00	Key Emp Highest	$0	$0	$0
Marty O'Brien	Board President	2.00	Officer	$0	$0	$0
George Berry III	Board Vice President	1.00	Officer	$0	$0	$0
Janet Oellig	Board Secretary	1.00	Officer	$0	$0	$0
Ivan Hofmann	Board Treasurer	1.00	Officer	$0	$0	$0
Michael Cevarr	Board Member	1.00	Director	$0	$0	$0
Heather Blaine	Board Member	1.00	Director	$0	$0	$0
Teresa Duff	Board Member	1.00	Director	$0	$0	$0
Will Long	Board Member	1.00	Director	$0	$0	$0
Robin Bolea	Board Member	1.00	Director	$0	$0	$0
Sean Rollman	Board Member	1.00	Director	$0	$0	$0
James Mohn	Board Member	1.00	Director	$0	$0	$0
Shelley Murray	Board Member	1.00	Director	$0	$0	$0
Robert Patterson Jr	Board Member	1.00	Director	$0	$0	$0
Shelley Wygant	Board Member	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	$168,156	$141,846	$614,020	$26,310
2024	No data	No data	No data	No data
2023	$81,939	$109,482	$446,716	$-27,543
2022	$82,548	$90,377	$471,312	$-7,829
2021	$63,400	$91,975	$566,828	$-28,575
2019	$68,070	$135,010	$517,145	$-66,940