THE SOCIETY OF THE CINCINNATI

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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

1937

Legal Domicile

Principal Officer

F ANDERSON MORSE

Phone

2027852040

Tax Period

2024-07-01 to 2025-06-30

THE SOCIETY OF THE CINCINNATI, founded in 1937, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.3M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $5.0M exceeded revenue, resulting in a 16% operating deficit.

Mission

THE SOCIETY OF THE CINCINNATI PROMOTES THE MEMORY AND THE IDEALS OF THE AMERICAN REVOLUTION AND THE MEN WHO LED THE AMERICAN AND FRENCH FORCES TO VICTORY IN THE REVOLUTIONARY WAR THROUGH MUSEUM, LIBRARY AND EDUCATIONAL PROGRAMS AT ANDERSON HOUSE, THE SOCIETY'S HEADQUARTERS.

Program Service Accomplishments

Program 1

Expenses: $1,432,064

HISTORIC PRESERVATION - THE SOCIETY RESTORES AND MAINTAINS ANDERSON HOUSE, WHICH WAS BUILT IN 1905 AND HAS BEEN DESIGNATED A NATIONAL HISTORIC LANDMARK BY THE SECRETARY OF THE INTERIOR. ANDERSON...

HISTORIC PRESERVATION - THE SOCIETY RESTORES AND MAINTAINS ANDERSON HOUSE, WHICH WAS BUILT IN 1905 AND HAS BEEN DESIGNATED A NATIONAL HISTORIC LANDMARK BY THE SECRETARY OF THE INTERIOR. ANDERSON HOUSE IS A WASHINGTON, D.C., LANDMARK AS WELL, AND ONE OF THE BEST-PRESERVED HISTORIC MANSIONS ON EMBASSY ROW.

Program 2

Expenses: $1,140,880

MUSEUM - THE SOCIETY OPERATES ANDERSON HOUSE AS A MUSEUM, OPEN TO THE PUBLIC YEAR-ROUND, SIX DAYS A WEEK. THE SOCIETY MAINTAINS AND CONTINUOUSLY ADDS TO ITS MUSEUM COLLECTIONS, WHICH CONSIST OF...

MUSEUM - THE SOCIETY OPERATES ANDERSON HOUSE AS A MUSEUM, OPEN TO THE PUBLIC YEAR-ROUND, SIX DAYS A WEEK. THE SOCIETY MAINTAINS AND CONTINUOUSLY ADDS TO ITS MUSEUM COLLECTIONS, WHICH CONSIST OF COLLECTIONS FOCUSING ON THE AMERICAN REVOLUTION, THE HISTORY OF THE SOCIETY, AND THE ANDERSON FAMILY AND ANDERSON HOUSE. THESE COLLECTIONS ARE ACCESSIBLE TO SCHOLARS FOR STUDY, ARE DISPLAYED AT ANDERSON HOUSE AND, THROUGH LOANS, AT OTHER INSTITUTIONS, AND ARE PRESENTED IN VARIOUS WAYS ON THE SOCIETY'S WEBSITES. THE SOCIETY MOUNTS A CONTINUOUS SERIES OF TEMPORARY MUSEUM EXHIBITIONS FOR THE PUBLIC AT ANDERSON HOUSE AND OFFERS VIRTUAL EXHIBITIONS ON ITS WEBSITES.

Program 3

Expenses: $687,137

EDUCATION AND OTHER PROGRAMS: THE SOCIETY CONDUCTS A WIDE RANGE OF EDUCATIONAL AND OTHER PUBLIC PROGRAMS AT ANDERSON HOUSE AND OTHER VENUES, AS WELL AS ONLINE AT WWW.AMERICANREVOLUTIONINSTITUTE.ORG. THE SOCIETY ALSO PUBLISHES AND DISTRIBUTES EDUCATIONAL MATERIALS RELATED TO THESE THEMES IN PRINT AND ONLINE, INCLUDING BOOKS, EXHIBITION CATALOGS, LESSON PLANS, POSTERS, AND FACSIMILES OF PRIMARY SOURCES FROM THE LIBRARY AND MUSEUM COLLECTIONS. EIGHT SETS OF TRAVELING TRUNKS TELLING THE STORIES OF THE CONTINENTAL ARMY AND THE REVOLUTIONARY WAR AT SEA USING PRIMARY SOURCE-BASED LESSONS AND REPRODUCTION CLOTHING AND ARTIFACTS ARE CIRCULATED AT NO COST TO TEACHERS ACROSS THE COUNTRY. A SUITE OF DIGITAL RESOURCES FOR TEACHERS AND STUDENTS IS FEATURED UNDER THE CLASSROOM SECTION OF OUR WEBSITE, INCLUDING: A FULL LESSON PLAN SERIES COMPOSED BY INSTITUTE STAFF AND MASTER TEACHERS, CLASSROOM VIDEOS, AN ONLINE STRATEGY GAME, REVOLUTIONARY CHOICES (ALSO AVAILABLE AS AN APP FOR MOBILE DEVICES). IN THE PAST, THE SOCIETY HAS PUBLISHED BOOKS SUCH AS "WHY AMERICA IS FREE", "AMERICA'S FIRST VETERANS", AND "FREEDOM: THE ENDURING IMPORTANCE OF THE AMERICAN REVOLUTION." THE SOCIETY ALSO UNDERTAKES ADDITIONAL INITIATIVES TO SUPPORT AND EXPAND EDUCATION FOR STUDENTS, TEACHERS, SCHOLARS, AND LIFELONG LEARNERS. THIS INCLUDES LIBRARY FELLOWSHIP PROGRAMS AND A TEACHERS ASSOCIATES PROGRAM THAT INVITES EDUCATORS TO BECOME ASSOCIATES OF THE AMERICAN REVOLUTION INSTITUTE.

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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 $2,687,659

Program Service Revenue $971,183

Investment Income $625,814

Other Revenue $43,049

TOTAL REVENUE $4,327,705

Expense Breakdown

Grants Paid $45,500

Salaries & Benefits $2,689,471

Fundraising Expenses $532,375

Program Expenses $3,657,373

Other Expenses $2,275,425

TOTAL EXPENSES $5,010,396

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,327,705	$5,324,542	-0.2%
Expenses	$5,010,396	$4,308,119	+0.2%
Net Income	$-682,691	$1,016,423	-1.7%

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

$445,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL THOMAS DAVES IV	PRESIDENT	20.00	Officer Director	$0	$0	$0
FRANCIS ELLERBE GRIMBALL	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
MARK CALHOUN WILLIAMS	SECRETARY/DIRECTOR	10.00	Officer Director	$0	$0	$0
WILLIAM POSTELL RAIFORD PHD	TREASURER	10.00	Officer Director	$0	$0	$0
CORDELL LEE BRAGG III MD	ASSISTANT SECRETARY	10.00	Officer Director	$0	$0	$0
WILLIAM ALLEN MARSHALL	ASSISTANT TREASURER	10.00	Officer Director	$0	$0	$0
BRYAN SCOTT JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES KEITH PEOPLES	DIRECTOR	1.00	Director	$0	$0	$0
FERDINAND HENRY ONNEN III	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS EDWARD CROCKER JR	DIRECTOR	1.00	Director	$0	$0	$0
GARY PETER DUBOIS	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH BRANCH CRAIGE KLUTTZ	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES ALBERT STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY JOHN SPROAT	DIRECTOR	1.00	Director	$0	$0	$0
HENRY ROBERTS MILLER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM JOSEPH LONGAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MARK STEPHENSON	DIRECTOR	1.00	Director	$0	$0	$0
LOYS MARQUIS DE COLBERT CANNET	DIRECTOR	1.00	Director	$0	$0	$0
JEAN-FRAN COMTE DE CAFFARELLI	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE WRIGHT LENNON	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD PAUL GIBSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK CROSBY WARD	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MCKIM SYMINGTON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCCONVILLE SHANNON	ASST TREASURER/DIRECTOR	10.00	Officer Director	$0	$0	$0
MICHAEL PAUL PILLSBURY PHD	DIRECTOR	1.00	Director	$0	$0	$0
HERBERT JAQUES MOTLEY JR	DIRECTOR	1.00	Director	$0	$0	$0
FRANCIS GORHAM BRIGHAM III	DIRECTOR	1.00	Director	$0	$0	$0
FRANK MAURAN IV	DIRECTOR	1.00	Director	$0	$0	$0
WALTER GURNEE DYER REED	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER MARK NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN STANTON WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DELBERT ALAN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM PFINGST CARRELL II	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN BENJAMIN JEFFRIES	DIRECTOR/AUDIT COMMITTEE	1.00	Director	$0	$0	$0
H LAURENCE FRITZ JR	AUDIT COMMITTEE	1.00	Director	$0	$0	$0
JOHN M ALLEN-PETRIE	AUDIT COMMITTEE	1.00	Director	$0	$0	$0
BRIAN A BLAKE	AUDIT COMMITTEE	1.00	Director	$0	$0	$0
GERMAN P CULVER JR	AUDIT COMMITTEE	1.00	Director	$0	$0	$0
ROBERT CAMPBELL FARMER	DIRECTOR	1.00	Director	$0	$0	$0
HUGH LAUGHLIN ROBINSON II	DIRECTOR	1.00	Director	$0	$0	$0
FRANK KEECH TURNER JR	PRESIDENT 2022-2025	20.00	Officer Director	$0	$0	$0
KENNETH DUANE ROACH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PETER KOLLOCK	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS HEYWARD MOTTE HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM LOWE SHEFTALL III	DIRECTOR	1.00	Director	$0	$0	$0
F ANDERSON MORSE	EXECUTIVE DIRECTOR	40.00	Officer	$221,619	$31,285	$252,904
SUSAN BENJAMIN	DIRECTOR OF FIN AND ADMIN	40.00	Officer	$157,852	$35,168	$193,020
GLENN HENNESSEY	DIRECTOR OF MKT AND COMM	40.00	Highest	$103,735	$38,350	$142,085
JUAN M MESA	EVENTS MANAGER	40.00	Highest	$107,363	$27,131	$134,494
EMILY PARSONS	DEPUTY DIR AND CURATOR	40.00	Highest	$115,898	$3,968	$119,866
THOMAS LANNON	LIBRARY DIRECTOR	40.00	Highest	$123,238	$13,750	$136,988

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	$4,327,705	$5,010,396	$35,111,826	$-682,691
2024	$5,324,542	$4,308,119	$33,096,696	$1,016,423
2023	$3,756,156	$4,148,665	$31,044,707	$-392,509
2022	$7,746,929	$4,587,248	$28,928,587	$3,159,681
2021	$4,333,513	$3,483,440	$35,356,161	$850,073
2020	$3,394,202	$4,462,443	$28,169,081	$-1,068,241
2019	$4,018,988	$4,843,437	$29,018,788	$-824,449
2018	$4,679,459	$4,909,762	$30,213,970	$-230,303