Friends of Historic Rochester Inc

Nonprofit profile at a glance

EIN
222914885
IRS 990-EZ coverage
2012–2025
Forms available
Form 990-EZ 2025, Form 990-N 2011
Location
Accord, NY, USA
Phone
8452565587
Rating
90
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$21,219
Expenses
$22,691
Assets
$87,408

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • KATHLEEN GUNDBERG (PRESIDENT)

People named in this filing

  • KATHLEEN GUNDBERG (PRESIDENT)
  • BETSY TULLY (VICE PRESIDE)
  • ASHLEY SWEENEY (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2025

Operation of museum as repository for collection of local history materials including documents, books, oral histories, genelogical materials and other items.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 99
  • Transparency & Controls: 82
  • Sustainability: 45
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 97.8%; rating input score 98

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -6.9%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 3.85; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 6.6% per year; rating input score 100; 64th percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 3.7% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 97.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $22K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 13 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 32/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.