Civic Intelligence

Geneva Historical Society

EIN 16-0800368 • 501(c)3 • Geneva, NY

Profile

Geneva Historical Society is dedicated to engaging diverse audiences in an on-going dialogue about the shared heritage of Geneva, New York and its environs.

543 S Main StreetGeneva, NY 14456

www.genevahistoricalsociety.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

7.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-3.9%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$16,403,736

Up $1,118,231 (+7.3%) from 2023

Liabilities

Down

$2,041

Down $1,391 (-41%) from 2023

Net Assets

Up

$16,401,695

Up $1,119,622 (+7.3%) from 2023

Revenue

Down

$1,173,536

Down $47,641 (-3.9%) from 2023

Expenses

Up

$715,366

Up $75,135 (+12%) from 2023

Net Income

Down

$458,170

Down $122,776 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $7,508,570Liabilities 2011: $30,378Net Assets 2011: $7,478,1922011Assets 2012: $7,791,545Liabilities 2012: $22,309Net Assets 2012: $7,769,2362012Assets 2013: $16,871,406Liabilities 2013: $35,290Net Assets 2013: $16,836,1162013Assets 2014: $10,400,052Liabilities 2014: $28,538Net Assets 2014: $10,371,5142014Assets 2015: $10,166,546Liabilities 2015: $17,833Net Assets 2015: $10,148,7132015Assets 2016: $10,585,745Liabilities 2016: $16,665Net Assets 2016: $10,569,0802016Assets 2017: $11,665,082Liabilities 2017: $18,165Net Assets 2017: $11,646,9172017Assets 2018: $11,018,751Liabilities 2018: $33,896Net Assets 2018: $10,984,8552018Assets 2019: $12,550,917Liabilities 2019: $13,458Net Assets 2019: $12,537,4592019Assets 2020: $13,074,815Liabilities 2020: $142Net Assets 2020: $13,074,6732020Assets 2021: $16,152,113Liabilities 2021: $5,660Net Assets 2021: $16,146,4532021Assets 2022: $14,102,825Liabilities 2022: $3,552Net Assets 2022: $14,099,2732022Assets 2023: $15,285,505Liabilities 2023: $3,432Net Assets 2023: $15,282,0732023Assets 2024: $16,403,736Liabilities 2024: $2,041Net Assets 2024: $16,401,6952024

Highlighted filing

2024

Assets$16,403,736
Liabilities$2,041
Net Assets$16,401,695

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $431,6102011Expenses 2012: $419,4012012Revenue 2013: $8,596,338Expenses 2013: $496,418Net Income 2013: $8,099,9202013Revenue 2014: $1,141,507Expenses 2014: $514,035Net Income 2014: $627,4722014Revenue 2015: $695,715Expenses 2015: $535,297Net Income 2015: $160,4182015Revenue 2016: $676,829Expenses 2016: $638,797Net Income 2016: $38,0322016Revenue 2017: $1,529,277Expenses 2017: $554,831Net Income 2017: $974,4462017Revenue 2018: $802,678Expenses 2018: $579,687Net Income 2018: $222,9912018Revenue 2019: $2,248,044Expenses 2019: $566,577Net Income 2019: $1,681,4672019Revenue 2020: -$1,706,264Expenses 2020: $504,601Net Income 2020: -$2,210,8652020Revenue 2021: $2,885,031Expenses 2021: $534,104Net Income 2021: $2,350,9272021Revenue 2022: $3,319,562Expenses 2022: $682,663Net Income 2022: $2,636,8992022Revenue 2023: $1,221,177Expenses 2023: $640,231Net Income 2023: $580,9462023Revenue 2024: $1,173,536Expenses 2024: $715,366Net Income 2024: $458,1702024

Highlighted filing

2024

Revenue$1,173,536
Expenses$715,366
Net Income$458,170

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.17$0.72$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$15.3$1.22$0.64$0.58
2022Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$3.32$0.68$2.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.01$16.1$2.89$0.53$2.35
2020Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.71$0.50$2.21
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.01$12.5$2.25$0.57$1.68
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.03$11.0$0.80$0.58$0.22
2017Detailed filing. Detailed filing data is available for this year.$11.7$0.02$11.6$1.53$0.55$0.97
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.02$10.6$0.68$0.64$0.04
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.02$10.1$0.70$0.54$0.16
2014Detailed filing. Detailed filing data is available for this year.$10.4$0.03$10.4$1.14$0.51$0.63
2013Detailed filing. Detailed filing data is available for this year.$16.9$0.04$16.8$8.60$0.50$8.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.79$0.02$7.77$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$0.03$7.48$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 4, 2025
Return Version
2024v5.2
Gross Receipts
$2,450,172
Mission and Program Overview

Mission

Geneva Historical Society is dedicated to engaging diverse audiences in an on-going dialogue about the shared heritage of Geneva, New York and its environs.

Historic Geneva (Geneva Historical Society) shares and preserves Geneva's stories through crafted educational experiences that engage the community and visitors with its diverse history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,238,916$13,207,352▲ $968,436
Land, Buildings, and Equipment, Net$1,079,261$2,172,021▲ $1,092,760
Cash and Non-Interest-Bearing Accounts$1,820,266$871,827▼ $948,439
Savings and Temporary Cash Investments$147,062$143,470▼ $3,592
Other Notes and Loans Receivable, Net-$9,066-
Total Assets$15,285,505$16,403,736▲ $1,118,231
Liabilities
Other Liabilities$2,559$1,586▼ $973
Deferred Revenue$500$0▼ $500
Accounts Payable and Accrued Expenses$373$455▲ $82
Total Liabilities$3,432$2,041▼ $1,391
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,521,760$12,569,539▲ $1,047,779
Net Assets Without Donor Restrictions$3,760,313$3,832,156▲ $71,843
Total Net Assets Fund Balance$15,282,073$16,401,695▲ $1,119,622
Total Liabilities and Net Assets / Fund Balance$15,285,505$16,403,736▲ $1,118,231

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,960,708$894,225$2,854,933
Land$199,216-$199,216
Equipment$12,097$7,269$19,366

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$20,163,332-▲ $2,672,678$559,245$22,276,765
2023$18,183,882-▲ $2,475,155$495,705$20,163,332
2022$21,039,311$1,000,000▼ $3,399,178$456,251$18,183,882
2021$18,772,418-▲ $2,683,937$417,044$21,039,311
2020$18,648,742-▲ $537,346$413,670$18,772,418
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerry LippincottExecutive DirectorFT$55,785$20,593$76,378

Board Members and Trustees

NameTitle
Josephine PerryImmediate Past President
Spike HerzigPresident
Windsor WadeTrustee (thru 8/24), Vice President
Melanie SageVice President (thru 2/24), Trustee
Dick BuckEx Officio Trustee
John BrennanEx Officio Trustee
Eileen BroylesTrustee
Joyce ToherTrustee
Judy CampbellTrustee
Max WhelanTrustee
Michael CollinsTrustee
Frank CapozziTrustee (beg. 7/24)
Nicole PiletTrustee (beg. 7/24)
Marilu SeguraTrustee (beg. 8/24)
Colleen PurbeckTrustee (thru 6/24)
Susie FlickTrustee (thru 6/24)
Heather TeetsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$337,574
Program Service Revenue
$57,399
Investment Income
$749,495
Other Revenue
$29,068
All Other Contributions
$37,884
Change in Net Assets
$458,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$368,379
Salaries, Compensation, and Employee Benefits$346,987
Total Fundraising Expense$47,553
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$157,658$68,023$5,702$231,383
Occupancy$109,601$71,926$156$181,683
Depreciation Depletion$73,502$8,167-$81,669
Current Officers, Directors, Trustees, and Key Employees$25,460$25,459$25,459$76,378
Office Expenses$27,102$8,712$1,918$37,732
All Other Expenses$15,037$13,669$3,058$31,764
Payroll Taxes$18,603$9,302$3,101$31,006
Fees for Services Other$94$13,055$5,986$19,135
Advertising$11,477$3,184$1,735$16,396
Pension Plan Contributions$2,624$1,312$438$4,374
Other Employee Benefits$3,846--$3,846
Total Functional Expenses$445,004$222,809$47,553$715,366
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$472
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$1,586
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The Audit Committee reviews drafts of the Form 990. Once completed, the Form 990 will be made available electronically to the entire board.

Form 990, Part VI, Section B, line 12C

The Conflict of Interest Policy is administered and implemented by the Audit Committee. Each trustee and full time employee is required to annually submit a conflict of interest disclosure form. The Executive Director and President jointly monitor proposed business transactions which may have the potential for conflicts of interest and the chair of the Audit Committee is notified if a potential conflict is found. Any trustee or full time employee who believes he or she may have a potential conflict must immediately contact the chair of the Audit Committee. The chair of the Audit Committee determines whether a conflict of interest exists. When a proposed transaction involves a conflict, the conflicted trustee/employee is advised and is required to submit an updated disclosure form. A trustee who has a conflict of interest does not participate in board or committee considerations or determinations on the matter.

Form 990, Part VI, Section B, line 15A

According to the Historical Society's Personnel Policy, salaries and hourly wages must be approved by the Finance Committee on the recommendation of the Director and Executive Committee. Pay raises will be given on the basis of length of service and merit. Salaries and hourly wages, for the next calendar year, will be reviewed and determined in November of each year and included in the budget to be approved by the Board of Trustees.

Form 990, Part VI, Section C, line 19

Governing documents, financial statements, board minutes, and other information are made available upon request.

Filing and Contact Details

Filer

Filer Name
Geneva Historical Society
EIN
16-0800368
Phone
3157895151
Address
543 S Main Street, Geneva, NY 14456
Doing Business As
Historic Geneva

Signing Officer

Name
Heather Teets
Title
Treasurer
Phone
3157895151
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Teets
Formed
1957
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
15
Volunteers
56

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Daniel O'Dea
Phone
5852322956
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A:

All collection items purchased by or donated to the Historical Society are reported as current expenditures, as required by New York State Board of Regents regulations. Any gain or loss from collection deaccessions, extraordinary expenditures associated with conservation of the collections, and the costs for acquiring new items are shown as operating activities. The Historical Society's policies and New York Board of Regents requirements for chartered museums and historical societies require that proceeds from the sale of deaccessioned items be restricted in a separate fund, to be used only for the acquisition, preservation, protection, or care of collections, and prohibits the proceeds from being used for operating expenses or any purposes other than the acquisition, preservation, protection, or care of collections. The Historical Society does segregate the proceeds of deaccessions and they are used consistently with these requirements.

Part III, Line 4:

The Historical Society's entire collection consists of approximately 7,000 three-dimensional objects, 2,000 costumes and textiles, 1,300 cubic feet of archival materials and 50,000 photographs. The William Walker Collection is a collection of American furniture and decorative arts from the 18th and 19th centuries. The objects displayed within three historic houses also include 18th and 19th century furnishings and artwork, and a large collection of drain tiles at the Johnston House. The Historical Society achieves its mission by collecting, preserving and exhibiting artifacts which provides a visible and tangible link to Geneva's history. Archival materials and photographs are also available to researchers.

Part V, Line 4:

The general endowment was established to provide funds in perpetuity for general operating needs of the Historical Society. The William A. Walker Memorial Trust is a fund to support the Geneva Historical Society Walker Collection. The Rose Hill endowments are restricted to providing funds for the operation of Rose Hill Mansion.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Spike Herzig
IRS990/Form990PartVIISectionAGrp/PersonNm2Windsor Wade
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IRS990/Form990PartVIISectionAGrp/PersonNm4Michael Collins
IRS990/Form990PartVIISectionAGrp/PersonNm5Judy Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm6Joyce Toher
IRS990/Form990PartVIISectionAGrp/PersonNm7Eileen Broyles
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IRS990/Form990PartVIISectionAGrp/PersonNm9Susie Flick
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IRS990/Form990PartVIISectionAGrp/PersonNm11Frank Capozzi
IRS990/Form990PartVIISectionAGrp/PersonNm12Nicole Pilet
IRS990/Form990PartVIISectionAGrp/PersonNm13Marilu Segura
IRS990/Form990PartVIISectionAGrp/PersonNm14Dick Buck
IRS990/Form990PartVIISectionAGrp/PersonNm15John Brennan
IRS990/Form990PartVIISectionAGrp/PersonNm16Josephine Perry
IRS990/Form990PartVIISectionAGrp/PersonNm17Kerry Lippincott
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Immediate Past President
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IRS990/MissionDesc0Historic Geneva (Geneva Historical Society) shares and preserves Geneva's stories through crafted educational experiences that engage the community and visitors with its diverse history.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The Geneva Historical Society is a leading cultural institution in Geneva, New York. Founded in 1883, the Historical Society received a provisional charter from the New York Department of Education in 1905 and a permanent charter in 1957. It operates three museums: the Geneva History Museum (which serves as the Historical Society's headquarters), Rose Hill Mansion, and Johnston House. In 2024, 9,409 people toured the Geneva History Museum or Rose Hill Mansion and attended programs in person or virtually. An additional 83,426 people experienced the Historical Society virtually through its website and social media. The Historical Society has over 300 members and receives public support not only from donations but from the local business community, local government bodies, state agencies, and other 501(c)(3) entities.The Historical Society maintains a continuous and bona fide program for soliciting funds from the community. The membership program has been restructured. Instead of annual membership renewal, two support campaigns are held each year. Individuals, businesses, and organizations can give to one campaign or both. Anyone who contributes to a support campaign will be considered a member of the Historical Society. There are multiple fixed levels of support ranging from $15 to $500. In addition, there is an option for people to choose their own donation amount or give monthly. Throughout the year the Historical Society seeks new supporters from the community and visitors to its museums. Along with the support campaigns the Historical Society's other fundraising activities in 2024 were an online auction, three bus trips, a special off-site event, and a Christmas arts and crafts sale. Every year the Historical Society applies for grants through local governments, state agencies, and other 501(c)(3) entities. Support for operating costs and programming initiatives in 2024 came from the following organizations: City and Town of Geneva, Delavan Foundation, ESL Charitable Foundation, JM McDonald Foundation, New York State Council for the Arts, and Wyckoff Family Foundation. Summary of Public Support in 2024 - Grant Funding was $78,119; Support Campaigns was $28,993; Fundraising Activities was $11,134; and Gifts and Donations was $1,265.The Historical Society is governed by a board of trustees, which represents the broad interests of the community. The board consists of nine elected trustees, four officers, and two ex officio trustees. The board meets monthly to review financial reports and hear committee reports. Except for the Executive and Audit committees, non-trustees can and do serve on committees. It is important to note that the Historical Society's principal benefactor, John A. Hutchins, was not represented on the Board, nor has any related person of Mr. Hutchins served on the Board. Mr. Hutchins, who died in 2012, left an $8 million bequest to the Historical Society for an endowment to support Rose Hill Mansion, the childhood home of his grandmother. The Historical Society received the bequest in 2013. Mr. Hutchins' father, Waldo Hutchins Jr, had contributed the funds for the Historical Society's acquisition of Rose Hill in 1965, and established an endowment for it in 1975. The two Hutchins Rose Hill endowments amount to approximately 81% of the Historical Society's $23 million total endowment funds at 2024-year end.The Historical Society provides services for the direct benefit of the public through collections, programs, exhibits, and online content, all of which are designed to appeal to broad and diverse audiences. The Historical Society's collections range from pre-historic Native artifacts to contemporary items. Currently the entire collection consists of approximately 5,700 three-dimensional objects, 3,400 costumes and textiles, 1,000 cubic feet of archival materials and over 20,000 photographs. The William Walker Collection consists of American furniture and decorative arts from the 18th and 19th centuries. The o
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