THE SOCIETY OF THE CINCINNATI IN T… - Form 990 Financial Data

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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

1935

Legal Domicile

Phone

8042852687

Tax Period

2024-07-01 to 2025-06-30

THE SOCIETY OF THE CINCINNATI IN THE STATE OF VIRGINIA, founded in 1935, is a small nonprofit in the Arts, Culture & Humanities sector that reported $862K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $349K, a strong 41% operating margin.

Mission

To perpetuate the memory and ideals of the American revolution, including awarding scholarships, funding research grants and historical programs, and supporting educational and historical programs of the society of the Cincinnati.

Program Service Accomplishments

Program 1

Expenses: $192,384

CONTRIBUTIONS TO THE SOCIETY OF THE CINCINNATI, INC., WASHINGTON, DC, EIN: 53-0205423 TO SUPPORT ITS PROGRAMS FOR HISTORICAL, PATRIOTIC AND EDUCATIONAL PURPOSES.

Program 2

Expenses: $72,544

SCHOLARSHIPS AND AWARDS TO UNDERGRADUATE STUDENTS, GRADUATE STUDENTS, AND TEACHERS IN FURTHERANCE OF THE ORGANIZATION'S EDUCATIONAL MISSION.

Program 3

Expenses: $52,484

GRANTS FOR RESEARCH, LECTURES AND HISTORICAL PROJECTS CONSISTENT WITH THE ORGANIZATION'S HISTORICAL AND EDUCATIONAL MISSION TO THE VIRGINIA HISTORICAL SOCIETY, THE NATIONAL INSTITUTE OF AMERICAN...

GRANTS FOR RESEARCH, LECTURES AND HISTORICAL PROJECTS CONSISTENT WITH THE ORGANIZATION'S HISTORICAL AND EDUCATIONAL MISSION TO THE VIRGINIA HISTORICAL SOCIETY, THE NATIONAL INSTITUTE OF AMERICAN HISTORY AND DEMOCRACY, VIRGINIA COMMONWEALTH UNIVERSITY, THE UNIVERSITY OF RICHMOND, YORKTOWN FIFE & DRUM, VIRGINIA CAPITOL FOUNDATION, MOUNT VERNON, AMERICAN FRIENDS OF LAFAYETTE, AND ST. JOHNS CHURCH FOUNDATION.

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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 $199,326

Program Service Revenue $14,260

Investment Income $647,998

Other Revenue $0

TOTAL REVENUE $861,584

Expense Breakdown

Grants Paid $317,412

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $324,412

Other Expenses $194,761

TOTAL EXPENSES $512,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$861,584	$911,728	-0.1%
Expenses	$512,173	$496,020	+0.0%
Net Income	$349,411	$415,708	-0.2%

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

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

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
FRANK TALBOTT IV	TREASURER	1.0	Officer Director	$0	$0	$0
HENRY R MILLER IV	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
MARK C WILLIAMS	PRESIDENT	2.0	Officer Director	$0	$0	$0
MINOR T WEISIGER	REGISTRAR	1.0	Officer Director	$0	$0	$0
NATHANIEL PENDLETON ROGERS	SECRETARY	1.0	Officer Director	$0	$0	$0
ANDREW RONALD WHEELER	DIRECTOR	1.0	Director	$0	$0	$0
ARTHUR LEE WEISIGER	DIRECTOR	1.0	Director	$0	$0	$0
CALDWELL RUSSELL WILLIG	DIRECTOR	1.0	Director	$0	$0	$0
CHARLES LORRAINE CABELL	DIRECTOR	1.0	Director	$0	$0	$0
DAVE ARRINGTON SOUTHWORTH	DIRECTOR	1.0	Director	$0	$0	$0
DR EDWARD MCDONNELL KENDALL	DIRECTOR	1.0	Director	$0	$0	$0
MUSCOE RUSSELL HUNTER GARNETT III	DIRECTOR	1.0	Director	$0	$0	$0
ROBERT EDWARD HENLEY III	DIRECTOR	1.0	Director	$0	$0	$0
JEFFREY CLAIBORNE DOUGHTY	ASSISTANT TREASURER	1.0	Officer	$0	$0	$0
JOHN C KOLBE	ASSISTANT REGISTRAR	1.0	Officer	$0	$0	$0
WILLIAM CARY WHITEHEAD III	ASSISTANT SECRETARY	1.0	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	$861,584	$512,173	$9,118,707	$349,411
2024	$911,728	$496,020	$8,447,551	$415,708
2023	$353,159	$427,687	$7,640,375	$-74,528
2022	$989,496	$408,592	$7,115,796	$580,904
2021	$668,847	$379,445	$8,618,219	$289,402
2020	$506,456	$283,978	$6,903,155	$222,478
2019	$411,254	$286,260	$6,963,051	$124,994
2018	$876,621	$409,696	$6,702,972	$466,925

THE SOCIETY OF THE CINCINNATI IN THE STATE OF VIRGINIA