HISTORIC WORTHINGTON INC (EIN 200766117) - 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

2001

Legal Domicile

Tax Period

2019-01-01 to 2019-12-31

HISTORIC WORTHINGTON INC, founded in 2001, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $79K in total revenue in fiscal year 2019. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $123K exceeded revenue, resulting in a 55% operating deficit.

Mission

PRESERVATION EFFORTS OF HISTORICAL AND CULTURAL LANDMARKS TO HELPFOSTER INTEREST FROM THE COMMUNITY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $26,866

Program Service Revenue $28,988

Investment Income $26,441

Other Revenue $-3,002

TOTAL REVENUE $79,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,574

Fundraising Expenses $0

Program Expenses $92,746

Other Expenses $80,228

TOTAL EXPENSES $122,802

Year-over-Year Comparison

	2019	2018	Change
Revenue	$79,293	$104,122	-0.2%
Expenses	$122,802	$248,094	-0.5%
Net Income	$-43,509	$-143,972	-0.7%

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

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
NANCY VEEN	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
PAULA STOCK	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
DENISE SCHLICHTE	DIRECTOR	1.00	Director	$0	$0	$0
KELSEY SHEA	DIRECTOR	1.00	Director	$0	$0	$0
ROB CARSTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
NICK AHRENS	DIRECTOR	1.00	Director	$0	$0	$0
JILL CUPERUS	DIRECTOR	1.00	Director	$0	$0	$0
ROLF MAHLBERG	DIRECTOR	1.00	Director	$0	$0	$0
TONISHA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
ROGER LESTER	DIRECTOR	1.00	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
2019	$79,293	$122,802	$1,773,587	$-43,509

HISTORIC WORTHINGTON INC