GENESEO HISTORICAL ASSOCIATION (EIN 363150576) - 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

1982

Legal Domicile

Phone

3099443043

Tax Period

2025-01-01 to 2025-12-31

GENESEO HISTORICAL ASSOCIATION, founded in 1982, is a small nonprofit that reported $216K in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 22% operating margin.

Mission

MAINTAIN BUILDINGS AND DO VARIOUS IMPROVEMENTS TO KEEP BUILDINGS UP TOHISTORICAL STANDARDS AND SHOW MUSEUM TO PUBLIC AND SCHOOL GROUPS.

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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 $70,790

Program Service Revenue $0

Investment Income $145,417

Other Revenue $0

TOTAL REVENUE $216,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,942

Fundraising Expenses $0

Program Expenses $71,906

Other Expenses $126,330

TOTAL EXPENSES $168,272

Year-over-Year Comparison

	2025	2024	Change
Revenue	$216,207	$173,179	+0.2%
Expenses	$168,272	$104,061	+0.6%
Net Income	$47,935	$69,118	-0.3%

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
ELAINE HUMPHREY	PRESIDENT	0.00	Officer Director	$0	$0	$0
JIM LUIKART	TREASURER	0.00	Officer Director	$0	$0	$0
KEITH KENNETT	DIRECTOR	0.00	Director	$0	$0	$0
MAURICE ATWELL	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
STEVE KASTORFF	DIRECTOR	0.00	Director	$0	$0	$0
BETH KASTORFF	DIRECTOR	0.00	Director	$0	$0	$0
FAITH DEDECKER	DIRECTOR	0.00	Director	$0	$0	$0
GAYLE REIN	DIRECTOR	0.00	Director	$0	$0	$0
JILL DEPUW	DIRECTOR	0.00	Director	$0	$0	$0
ALIX FOX	SECRETARY	0.00	Officer Director	$0	$0	$0
MELAINE RICE	CURATOR	36.00	Key Emp	$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	$216,207	$168,272	$2,752,737	$47,935
2024	$173,179	$104,061	$2,888,190	$69,118
2023	$140,532	$124,916	$2,352,897	$15,616
2022	$118,593	$52,117	$2,267,924	$66,476
2021	$206,605	$76,424	$2,472,834	$130,181
2020	$171,292	$120,916	$2,311,829	$50,376
2019	$419,840	$80,912	$2,142,338	$338,928
2018	$86,467	$92,824	$1,682,521	$-6,357

GENESEO HISTORICAL ASSOCIATION