GENEVA HISTORICAL SOCIETY (EIN 366108158) - 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

1949

Legal Domicile

Principal Officer

TERRY EMMA

Phone

6302324951

Tax Period

2023-07-01 to 2024-06-30

GENEVA HISTORICAL SOCIETY, founded in 1949, is a small nonprofit in the Arts, Culture & Humanities sector that reported $234K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $420K exceeded revenue, resulting in a 80% operating deficit.

Mission

TO COLLECT, PRESERVE, STUDY, INTERPRET AND EXHIBIT RELATING TO THE HISTORY OF 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 (2023)

Revenue Breakdown

Contributions & Grants $146,926

Program Service Revenue $16,120

Investment Income $42,389

Other Revenue $28,131

TOTAL REVENUE $233,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $191,573

Fundraising Expenses $33,436

Program Expenses $303,232

Other Expenses $228,047

TOTAL EXPENSES $419,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$233,566	$256,842	-0.1%
Expenses	$419,620	$440,502	0.0%
Net Income	$-186,054	$-183,660	+0.0%

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

$74,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY EMMA	Executive Dir.	40.00	Officer	$74,888	$0	$74,888
MICK ZOLLERS	Historian Emeri	2.00	Director	$0	$0	$0
ELEANOR HAMILTON	Secretary	2.00	Officer Director	$0	$0	$0
ANNELISE EHRHARDT	Director	2.00	Director	$0	$0	$0
JOANN CREGIER	Director	2.00	Director	$0	$0	$0
PAMUELLA MANN	Director	1.00	Director	$0	$0	$0
Jewel Jensen	Director	1.00	Director	$0	$0	$0
Peggy Gurbal	Director	1.00	Director	$0	$0	$0
Mike Ploszek	Director	1.00	Director	$0	$0	$0
KELLY VASS	First-Vice Pres	1.00	Officer Director	$0	$0	$0
TRACY O'CONNELL	Director	1.00	Director	$0	$0	$0
ANNE CESARONE	2nd Vice Pres.	1.00	Officer Director	$0	$0	$0
JEFF MARTIN	Treasurer	1.00	Officer Director	$0	$0	$0
Mary Swanson	President	1.00	Officer Director	$0	$0	$0
Kelly Nowak	Director	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	No data	No data	No data	No data
2024	$233,566	$419,620	$2,043,165	$-186,054
2023	$256,842	$440,502	$2,173,794	$-183,660
2022	$356,455	$404,818	$2,296,228	$-48,363
2021	$531,830	$422,487	$2,534,496	$109,343
2020	$263,911	$363,602	$2,246,115	$-99,691
2019	$264,217	$396,227	$2,441,968	$-132,010
2018	$912,514	$388,365	$2,580,326	$524,149

GENEVA HISTORICAL SOCIETY