Honeoye-Richmond Historical Society (EIN 270913708) - Form 990 Financial Analysis & Trantor Score

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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

2009

Legal Domicile

Phone

5853225909

Tax Period

2025-01-01 to 2025-12-31

Honeoye-Richmond Historical Society, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $911K in total revenue in fiscal year 2025. The organization ran a surplus of $210K, a strong 23% operating margin.

Mission

The purpose of this society is to discover, preserve and promote the history of the Town of Richmond, hamlet of Honeoye and the surrounding communities of the County of Ontario, State of New York by the collection, preservation, study and display of documents, artifacts,

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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 $898,447

Program Service Revenue $0

Investment Income $12,521

Other Revenue $0

TOTAL REVENUE $910,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92

Other Expenses $701,328

TOTAL EXPENSES $701,328

Year-over-Year Comparison

	2025	2024	Change
Revenue	$910,968	N/A	N/A
Expenses	$701,328	N/A	N/A
Net Income	$209,640	N/A	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

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
Margaret Bond	N/A	1.00		$0	$0	$0
Linda Farrel	N/A	1.00		$0	$0	$0
Michael Hayard	N/A	1.00		$0	$0	$0
John Holtz	N/A	0.00		$0	$0	$0
Lois Jones	N/A	1.00		$0	$0	$0
Ide Marshall	N/A	1.00		$0	$0	$0
Elizabeth Mosher	N/A	1.00		$0	$0	$0
Michael Nighan	N/A	1.00		$0	$0	$0
Gregory J Hunt	President	10.00	Officer	$0	$0	$0
Kate Crowley	Vice President	10.00	Officer	$0	$0	$0
Guy Ward	Treasurer	10.00	Officer	$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	$910,968	$701,328	$228,556	$209,640

Honeoye-Richmond Historical Society