Civic Intelligence

Greece Historical Society

EIN 22-2871595 • 501(c)3 • Greece, NY

Profile

Preserve Local History for GreeceNY

PO Box 16249Greece, NY 14616-0249

greecehisotricalsociety.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.03x

Higher debt load relative to revenue than 51% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2025

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE A • $500k-$1M nonprofits • Source year 2025

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-52%

Faster revenue growth than 7% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$554,441

Up $112,497 (+25%) from 2023

Liabilities

Down

$1,695

Down $277 (-14%) from 2023

Net Assets

Up

$552,746

Up $112,774 (+26%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin79th percentile

Revenue

Up

$128,233

Up $105,031 (+453%) from 2023

Expenses

Down

$33,516

Down $3,578 (-9.6%) from 2023

Net Income

Up

$94,717

Up $108,609 (+782%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2019: $214,710Liabilities 2019: $1,2022019Assets 2020: $240,514Liabilities 2020: $7652020Assets 2021: $240,513Liabilities 2021: $7652021Assets 2022: $424,111Liabilities 2022: $1,807Net Assets 2022: $422,3042022Assets 2023: $441,944Liabilities 2023: $1,972Net Assets 2023: $439,9722023Assets 2024: $554,441Liabilities 2024: $1,695Net Assets 2024: $552,7462024

Highlighted filing

2024

Assets$554,441
Liabilities$1,695
Net Assets$552,746
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $49,958Expenses 2019: $23,412Net Income 2019: $26,5462019Revenue 2020: $50,950Expenses 2020: $24,709Net Income 2020: $26,2412020Revenue 2021: $50,950Expenses 2021: $24,709Net Income 2021: $26,2412021Revenue 2022: $252,427Expenses 2022: $44,210Net Income 2022: $208,2172022Revenue 2023: $23,202Expenses 2023: $37,094Net Income 2023: -$13,8922023Revenue 2024: $128,233Expenses 2024: $33,516Net Income 2024: $94,7172024

Highlighted filing

2024

Revenue$128,233
Expenses$33,516
Net Income$94,717
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$554,441
Liabilities
$1,695
Net assets
$552,746
Revenue
$128,233
Expenses
$33,516
Net income
$94,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.54$0.02$5.53$1.28$0.34$0.95
2023Detailed filing. Detailed filing data is available for this year.$4.42$0.02$4.40$0.23$0.37$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.02$4.22$2.52$0.44$2.08
2021Summary only. Only limited summary data is available for this year.$2.41$0.01$0.51$0.25$0.26
2020Summary only. Only limited summary data is available for this year.$2.41$0.01$0.51$0.25$0.26
2019Summary only. Only limited summary data is available for this year.$2.15$0.01$0.50$0.23$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$263,582
Mission and Program Overview

Mission

Collect, preserve, research and share local history of the Town of Greece NY. Maintain historical house, artifact collection, & reference library. Conduct public programs & special events, on local history, architecture, and historic sites within the town. Tell story of Greece NY

Collect, preserve, re4search and share local history of town of Greece NY. Maintain historical house, artifact collection, & reference library. Conduct public programs, special events, on local history, architecture, and historic sites within the town. Tell story of Greece NY

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$328,368$351,792▲ $23,424
Savings and Temporary Cash Investments$28,780$118,859▲ $90,079
Land, Buildings, and Equipment, Net$81,258$79,675▼ $1,583
Inventories for Sale or Use$3,276$3,626▲ $350
Prepaid Expenses and Deferred Charges$182$409▲ $227
Cash and Non-Interest-Bearing Accounts$80$80→ $0
Total Assets$441,944$554,441▲ $112,497
Liabilities
Other Liabilities$1,972$1,695▼ $277
Total Liabilities$1,972$1,695▼ $277
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$439,972$552,746▲ $112,774
Total Net Assets Fund Balance$439,972$552,746▲ $112,774
Total Liabilities and Net Assets / Fund Balance$441,944$554,441▲ $112,497

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$71,233$231,256-
Other Land Buildings$341$1,726-
Equipment$5,785$8,395-
Leasehold Improvements$2,316$10,450-
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
William M SauersPresident
Bridget OTooleVice President
Dave RichardsonBoard Member
Deborah WhittBoard Member
Greg RedmondBoard Member
Pam OSullivanBoard Member
Rob CunninghamBoard Member
Ruth CurchoeBoard Member
Sandy PeckBoard Member
Cynthia ShevlinNewsletter Editor
Gretchen KozlowskiSecretary
William D PeeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$109,917
Program Service Revenue
$1,169
Investment Income
$9,640
Other Revenue
$7,507
All Other Contributions
$104,425
Change in Net Assets
$94,717

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,516
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$9,899--$9,899
Occupancy$7,532--$7,532
Fees for Service Investment Mgmnt Fees-$4,263-$4,263
Office Expenses$2,259$1,660-$3,919
Insurance$2,821$733-$3,554
Fees for Services Other$2,831--$2,831
Information Technology-$1,205-$1,205
Advertising$113$150-$263
Conferences and Meetings-$50-$50
Total Functional Expenses$25,455$8,061$0$33,516
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,084
Fundraising Direct Expenses$452
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
Chase Credit Card Due Janyary 2025$1,591
New York State Income Tax$104
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The organization has members who vote anually for the board of directors, and the board then elects the officers from its membership. The board of directors is the only governing body for the Society.”

Form 990 governing body review Part VI line 11

“line 11b:The copy of the 990 is emailed to each board member before it is filed, and the 990 was reviewed in the board meeting on 4/10/2025”

Governing documents etc available to public Part VI line 19

“The bylaws are posted on the Society website. The 990 is displayed on the federal government website run by the IRS, and is available on request to the Society. The conflict of interest policy is available on request from the Society.Financial statements are published monthly to the board abd interested members via email, and areavailable on request to members not on the interest member list.The annual report to the State of NY is available on our website; distributed hardcoy to interested parties at the annual meeting; copies are also available on request to te Society”

Filing and Contact Details

Filer

Filer Name
Greece Historical Society
EIN
22-2871595
In Care Of
% William D Peeck
Phone
5852257221
Address
PO Box 16249, Greece, NY 14616-0249

Signing Officer

Name
William D Peeck
Title
Treasurer
Phone
5852257221
Signed
2025-05-08
Discuss with paid preparer
No

Organization Details

Formed
1974
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
35

Preparer

Firm
JackCin Tax Inc
Address
151 Quesada Drive, Greece, NY 14616
Preparer
John F Wallenhorst
Phone
5852255588
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IRS990/ProgSrvcAccomActy2Grp/Desc0The society pubnlishes a monthly newletter highlighting society activity and historical articles. We own the rigths to several publications on local history. We reprinted Manitou Beach Trolley Days and Barns of Greece which have been out of print for several years. Additionally we sell Pioneer Families of Greece - Vol 1 on Amazon.com and in our gift shop. Work continues on Pioneer Families of Greece - Vol 2 which is scheduled for publication in spring 2025. We are working on a historical survey of the works of local african american architect Thomas W Boyd Jr. We are also working on a history of Greece Central School District school 5., built ion 1930, and recently removed to make way for the new GCSD Transportation Facility.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Our 8 monthly Tuesday meeting lectures featurd local historians, authors, and humanities scholars. Our presentations continue to be very popular with the community and are well attended. During 2024 we averaged over 50 guests per program. Our programs include high quakity, professional, and entertaining history lessons. We also conducted several Sunday afternoon programs at our museum. These ioncluded: 1) grand opening for our baseball exhibit 2) program by the Rochester Theater Organ Society 3) an exercise in stonework play (an activity using actual stone creatively to tell stories 4) a Holiday Open House 5) a special celebration honoring two of our outstanding volunteers Our members also ido presentations off-site for: 1) The center at Greece Town Hall 2) The Parma NY Community Center 3) the local AARP 4) Bethany Church 5) Parma Greece United Church 6) locak history table at Genesee Country Village & Museum 7) Senior day @ Greece Ridge Mall
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IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0Part I Line 22:The society does not value artifacts received, nor does it give a donation credit for charitable purposes. We do not have the funds nor the ability to conduct appraisals of the collection of incoming artifacts, and therefore carry them on the books at zero value. Additionally our general policy for accepting artifacts is that they have to have some connection to the Town of Greece NY. Finally NY rule require us to offer artifacts to other museums before disposing of them either by sale or destruction.

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