Civic Intelligence

Friends of Historic Rochester Inc

EIN 22-2914885 • 501(c)3 • Accord, NY

Profile

To promote appreciation and preservation of the historic heritage of the town of rochester.

PO Box 229Accord, NY 12404

friendsofrochester.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

163%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$88,877

Up $18,612 (+26%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$88,877

Up $18,612 (+26%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$35,486

Up $21,970 (+163%) from 2023

Expenses

Down

$16,874

Down $4,449 (-21%) from 2023

Net Income

Up

$18,612

Up $26,419 (+338%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$100K$50K$0Assets 2012: $50,686Net Assets 2012: $50,6862012Assets 2013: $55,105Net Assets 2013: $55,1052013Assets 2014: $57,760Net Assets 2014: $57,7602014Assets 2015: $59,529Net Assets 2015: $59,5292015Assets 2016: $63,576Net Assets 2016: $63,5762016Assets 2017: $66,755Net Assets 2017: $66,7552017Assets 2018: $66,625Net Assets 2018: $66,6252018Assets 2019: $63,170Net Assets 2019: $63,1702019Assets 2020: $69,318Net Assets 2020: $69,3182020Assets 2021: $81,032Net Assets 2021: $81,0322021Assets 2022: $78,072Net Assets 2022: $78,0722022Assets 2023: $70,265Net Assets 2023: $70,2652023Assets 2024: $88,877Net Assets 2024: $88,8772024

Highlighted filing

2024

Assets$88,877
Liabilities-
Net Assets$88,877
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$40K$20K$0-$20KRevenue 2012: $18,919Expenses 2012: $9,906Net Income 2012: $9,0132012Revenue 2013: $16,101Expenses 2013: $11,682Net Income 2013: $4,4192013Revenue 2014: $13,865Expenses 2014: $11,209Net Income 2014: $2,6562014Revenue 2015: $11,510Expenses 2015: $9,741Net Income 2015: $1,7692015Revenue 2016: $11,799Expenses 2016: $7,752Net Income 2016: $4,0472016Revenue 2017: $12,411Expenses 2017: $9,232Net Income 2017: $3,1792017Revenue 2018: $9,937Expenses 2018: $10,067Net Income 2018: -$1302018Revenue 2019: $9,661Expenses 2019: $13,116Net Income 2019: -$3,4552019Revenue 2020: $13,616Expenses 2020: $7,468Net Income 2020: $6,1482020Revenue 2021: $18,479Expenses 2021: $6,764Net Income 2021: $11,7152021Revenue 2022: $17,066Expenses 2022: $17,553Net Income 2022: -$4872022Revenue 2023: $13,516Expenses 2023: $21,323Net Income 2023: -$7,8072023Revenue 2024: $35,486Expenses 2024: $16,874Net Income 2024: $18,6122024

Highlighted filing

2024

Revenue$35,486
Expenses$16,874
Net Income$18,612
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$88,877
Liabilities
-
Net assets
$88,877
Revenue
$35,486
Expenses
$16,874
Net income
$18,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.9$88.9$35.5$16.9$18.6
2023Detailed filing. Detailed filing data is available for this year.$70.3$70.3$13.5$21.3$7.81
2022Detailed filing. Detailed filing data is available for this year.$78.1$78.1$17.1$17.6$0.49
2021Detailed filing. Detailed filing data is available for this year.$81.0$81.0$18.5$6.76$11.7
2020Detailed filing. Detailed filing data is available for this year.$69.3$69.3$13.6$7.47$6.15
2019Detailed filing. Detailed filing data is available for this year.$63.2$63.2$9.66$13.1$3.46
2018Detailed filing. Detailed filing data is available for this year.$66.6$66.6$9.94$10.1$0.13
2017Detailed filing. Detailed filing data is available for this year.$66.8$66.8$12.4$9.23$3.18
2016Detailed filing. Detailed filing data is available for this year.$63.6$63.6$11.8$7.75$4.05
2015Detailed filing. Detailed filing data is available for this year.$59.5$59.5$11.5$9.74$1.77
2014Detailed filing. Detailed filing data is available for this year.$57.8$57.8$13.9$11.2$2.66
2013Detailed filing. Detailed filing data is available for this year.$55.1$55.1$16.1$11.7$4.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.7$50.7$18.9$9.91$9.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 10, 2025
Return Version
2024v5.0
Gross Receipts
$35,486
Mission and Program Overview

Mission

To promote appreciation and preservation of the historic heritage of the town of rochester.

Program Services

DescriptionGrantsExpenses
OPERATION OF MUSEUM AS REPOSITORY FOR COLLECTION OF LOCAL HISTORY MATERIALS INCLUDING DOCUMENTS, BOOKS, ORAL HISTORIES, GENELOGICAL MATERIALS AND OTHER ITEMS.-$16,524
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN GUNDBERGPresident-$0--
BETHANY DENNINTreasurer-$0--
BETSY TULLYVice Preside-$0--
ASHLEY SWEENEYSecretary-$0--
ANNMARIE MALONEYMembership-$0--
RENEE CIARDIBuildings &-$0--
ALICE CROSSEditor-$0--
JOHN NEIDHARDTEditor-$0--
RAY BRYANTResearcher-$0--
Filing and Contact Details

Filer

Filer Name
Friends of Historic Rochester Inc
EIN
22-2914885
Phone
8452565587
Address
PO BOX 229, ACCORD, NY 12404

Signing Officer

Name
Kathleen Gundberg
Title
President
Phone
8452565587
Signed
2025-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Berardi Gottstine & Miller Cpas
Address
PO BOX 5030, KINGSTON, NY 12402
Preparer
Chad D Miller
Phone
8453381619
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses internet 968 website 280 proquest/ancestry 1,046 annual meeting 619 rvba dues 50 insurance 2,761 heritage day 4,439 nys fee 50 non-investment depreciation 220 total 10,433”

Form 990-ez, Part II, Line 24

“Sign & deck/railing 9,905 9,905 less accumulated depreciation 3,408 3,628 total 6,497 6,277”

Form 990-ez, Part III

“To promote appreciation and preservation of the historic heritage of the town of rochester.”

Raw XML Appendix155 raw XML fields

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

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ACCORD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RAY BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BUILDINGS &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EDITOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RESEARCHER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt06497
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06277
IRS990EZ/OtherExpensesTotalAmt010433
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt03020
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016524
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt016874
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013548
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096053
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTERNET 968 WEBSITE 280 PROQUEST/ANCESTRY 1,046 ANNUAL MEETING 619 RVBA DUES 50 INSURANCE 2,761 HERITAGE DAY 4,439 NYS FEE 50 NON-INVESTMENT DEPRECIATION 220 TOTAL 10,433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SIGN & DECK/RAILING 9,905 9,905 LESS ACCUMULATED DEPRECIATION 3,408 3,628 TOTAL 6,497 6,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE APPRECIATION AND PRESERVATION OF THE HISTORIC HERITAGE OF THE TOWN OF ROCHESTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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