Geneva Historical Society Rose Hill Endowment Fund
Geneva Historical Society Rose Hill Endowment Fund consistently grows assets with zero liabilities and no officer compensation.
EIN: 166232173 · Pennington, NJ · NTEE: A80 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.0M |
| Total Expenses | $194K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $5 |
| Net Assets | $5.3M |
| Transparency Score | 95/100 |
Is Geneva Historical Society Rose Hill Endowment Fund Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Geneva Historical Society Rose Hill Endowment Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Geneva Historical Society Rose Hill Endowment Fund
Geneva Historical Society Rose Hill Endowment Fund (EIN: 166232173) is a nonprofit organization based in Pennington, NJ, classified under NTEE code A80. The organization reported total revenue of $2.0M and total assets of $5.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Geneva Historical Society Rose Hill Endowment Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Geneva Historical Society Rose Hill Endowment Fund is a mid-size nonprofit that has been operating for 46 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $248K |
| Total Expenses | $194K |
| Surplus / Deficit | +$55K |
| Total Assets | $5.3M |
| Net Assets | $5.3M |
| Operating Margin | 22.0% |
| Months of Reserves | 326.6 months |
Financial Health Grade: A
In 2023, Geneva Historical Society Rose Hill Endowment Fund reported a surplus of $55K with revenue exceeding expenses, holds 326.6 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Geneva Historical Society Rose Hill Endowment Fund's revenue has grown at a compound annual growth rate (CAGR) of 3.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +5.3% | +9.3% | +0.8% |
| 2022 | -2.1% | +0.6% | +0.7% |
| 2021 | +119.0% | +24.7% | +1.2% |
| 2020 | -58.1% | -24.3% | -0.5% |
| 2019 | -18.9% | +8.8% | +1.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1980 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Geneva Historical Society Rose Hill Endowment Fund with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Geneva Historical Society Rose Hill Endowment Fund allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $55K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive salaries from the endowment fund, which is highly favorable for an organization of its size with over $5 million in assets.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Geneva Historical Society Rose Hill Endowment Fund:
- Consistent asset growth, from $4.4 million in 2014 to $5.2 million in 2023.
- Zero liabilities reported across all filings, indicating strong financial stability.
- No officer compensation reported, suggesting efficient and volunteer-driven management.
- Expenses consistently lower than revenue in most years, allowing for endowment growth.
- High transparency with 13 available IRS 990 filings.
Frequently Asked Questions about Geneva Historical Society Rose Hill Endowment Fund
Is Geneva Historical Society Rose Hill Endowment Fund a legitimate charity?
Based on AI analysis of IRS 990 filings, Geneva Historical Society Rose Hill Endowment Fund (EIN: 166232173) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does Geneva Historical Society Rose Hill Endowment Fund spend its money?
Geneva Historical Society Rose Hill Endowment Fund directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Geneva Historical Society Rose Hill Endowment Fund tax-deductible?
Geneva Historical Society Rose Hill Endowment Fund is registered as a tax-exempt nonprofit (EIN: 166232173). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Geneva Historical Society Rose Hill Endowment Fund CEO make?
Geneva Historical Society Rose Hill Endowment Fund's highest-compensated officer earns $5 annually. The organization reported $2.0M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Geneva Historical Society Rose Hill Endowment Fund compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Geneva Historical Society Rose Hill Endowment Fund is above average for NTEE category A80 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Geneva Historical Society Rose Hill Endowment Fund located?
Geneva Historical Society Rose Hill Endowment Fund is headquartered in Pennington, New Jersey and files with the IRS under EIN 166232173. It is classified under NTEE code A80.
How many years of IRS 990 filings does Geneva Historical Society Rose Hill Endowment Fund have?
Geneva Historical Society Rose Hill Endowment Fund has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.0M in total revenue.
What is the specific purpose of the 'Geneva Historical Society Rose Hill Endowment Fund' and how does it support the Geneva Historical Society?
The filings indicate it's an endowment fund, suggesting its purpose is to manage and grow assets to provide long-term financial support to the Geneva Historical Society, likely through distributions or grants from its earnings.
How are the expenses of $193,877 in 2023 allocated, given there is no officer compensation?
Without detailed expense breakdowns in the provided data, it's likely these expenses cover investment management fees, administrative costs associated with endowment management, and potentially distributions to the beneficiary organization.
Does the endowment fund make direct grants or distributions to the Geneva Historical Society, and if so, how much annually?
The provided data does not specify direct grant amounts. The difference between revenue and expenses, which often results in a surplus, suggests that earnings are either reinvested or distributed, but the exact distribution figures are not available here.
Filing History
IRS 990 filing history for Geneva Historical Society Rose Hill Endowment Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Geneva Historical Society Rose Hill Endowment Fund's revenue has grown by 47.7%, moving from $168K to $248K. Total assets increased by 40.9% over the same period, from $3.7M to $5.3M. Total functional expenses fell by 2.5%, from $199K to $194K. In its most recent filing year (2023), Geneva Historical Society Rose Hill Endowment Fund reported a surplus of $55K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $248K | $194K | $5.3M | $0 | — | View 990 |
| 2022 | $236K | $177K | $5.2M | $0 | — | — |
| 2021 | $241K | $176K | $5.2M | $0 | — | View 990 |
| 2020 | $110K | $141K | $5.1M | $0 | — | View 990 |
| 2019 | $263K | $187K | $5.2M | $0 | — | View 990 |
| 2018 | $324K | $172K | $5.1M | $0 | — | View 990 |
| 2017 | $156K | $150K | $4.9M | $0 | — | View 990 |
| 2016 | $571K | $149K | $4.9M | $0 | — | View 990 |
| 2015 | $215K | $138K | $4.7M | $0 | — | View 990 |
| 2014 | $357K | $149K | $4.4M | $0 | — | View 990 |
| 2013 | $318K | $162K | $4.2M | $0 | — | View 990 |
| 2012 | $506K | $174K | $4.1M | $0 | — | View 990 |
| 2011 | $168K | $199K | $3.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $248K, expenses of $194K, and assets of $5.3M (revenue +5.3% year-over-year).
- 2022: Revenue of $236K, expenses of $177K, and assets of $5.2M (revenue -2.1% year-over-year).
- 2021: Revenue of $241K, expenses of $176K, and assets of $5.2M (revenue +119.0% year-over-year).
- 2020: Revenue of $110K, expenses of $141K, and assets of $5.1M (revenue -58.1% year-over-year).
- 2019: Revenue of $263K, expenses of $187K, and assets of $5.2M (revenue -18.9% year-over-year).
- 2018: Revenue of $324K, expenses of $172K, and assets of $5.1M (revenue +107.4% year-over-year).
- 2017: Revenue of $156K, expenses of $150K, and assets of $4.9M (revenue -72.7% year-over-year).
- 2016: Revenue of $571K, expenses of $149K, and assets of $4.9M (revenue +165.8% year-over-year).
- 2015: Revenue of $215K, expenses of $138K, and assets of $4.7M (revenue -39.9% year-over-year).
- 2014: Revenue of $357K, expenses of $149K, and assets of $4.4M (revenue +12.5% year-over-year).
- 2013: Revenue of $318K, expenses of $162K, and assets of $4.2M (revenue -37.2% year-over-year).
- 2012: Revenue of $506K, expenses of $174K, and assets of $4.1M (revenue +200.5% year-over-year).
- 2011: Revenue of $168K, expenses of $199K, and assets of $3.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Geneva Historical Society Rose Hill Endowment Fund:
Data Sources and Methodology
This transparency report for Geneva Historical Society Rose Hill Endowment Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.