Sewickley Valley Historical Society

EIN: 251451010 501(c)(3) Arts, Culture & Humanities

Sewickley, PA

Total Revenue
$168,156
Total Expenses
$141,846
Total Assets
$614,020
Net Assets
$614,020
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
PA
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.

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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 (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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
2
Volunteers
20

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
4
$0
Total Directors
10
$0
Key Employees
1
$0
Highest Compensated
1
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
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