THE WESTWOOD HISTORICAL SOCIETY (EIN 161666677) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

LIZ KISSELL

Phone

5135601483

Tax Period

2022-01-01 to 2022-12-31

THE WESTWOOD HISTORICAL SOCIETY, founded in 2003, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $6K in total revenue in fiscal year 2022. Revenue fell 98% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 34% operating margin.

Mission

PROVIDE EDUCATION AND RESEARCH ON THE HISTORY OF WESTWOOD AND RELATED CINCINNATI HISTORY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $5,155

Program Service Revenue $940

Investment Income $218

Other Revenue $0

TOTAL REVENUE $6,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,863

Other Expenses $4,174

TOTAL EXPENSES $4,174

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,313	$285,506	-1.0%
Expenses	$4,174	$7,112	-0.4%
Net Income	$2,139	$278,394	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIZ KISSELL	PRESIDENT	8.00	Officer Director	$0	$0	$0
JAMES BODEL	SECRETARY	5.00	Officer Director	$0	$0	$0
WILLIAM FUSSINGER	TREASURER	5.00	Officer Director	$0	$0	$0
GREG KISSELL	TRUSTEE	5.00	Director	$0	$0	$0
MARIA MITCHELL	TRUSTEE	3.00	Director	$0	$0	$0
TOM DIETRICH	TRUSTEE	3.00	Director	$0	$0	$0
CATHERINE ROSS	TRUSTEE	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$6,313	$4,174	$316,568	$2,139
2021	$285,506	$7,112	$314,429	$278,394

THE WESTWOOD HISTORICAL SOCIETY