ELLWOOD HOUSE ASSOCIATION

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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

1967

Legal Domicile

Principal Officer

RACHEL XIDIS

Phone

8157564609

Tax Period

2024-01-01 to 2024-12-31

ELLWOOD HOUSE ASSOCIATION, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $927K in total revenue in fiscal year 2024. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $548K, a strong 59% operating margin.

Mission

TO ENGAGE VISITORS WITH AUTHENTIC EXAMPLES OF INGENUITY AND ARCHITECTURE

Program Service Accomplishments

Program 1

MUSEUM OPERATION SERVICE - TOURS,PROGRAMS, AND ACTIVITIES RELATED TO ELLWOOD HOUSE MUSEUM. MUSEUM IS OPEN MARCH THROUGH DECEMBER FOR TOURS. THE MUSEUM OFFERS FREE EXHIBITS IN THE VISITOR CENTER THAT SHARE THE HISTORY RELATED TO THE ELLWOOD HOUSE MUSEUM. CURRENT EXHIBITS INCLUDE; HISTORY OF BARBED WIRE, HISTORY OF THE ELLWOOD MANSION AND FAMILY AND REGULAR ROTATING EXHIBITS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $216,388

Program Service Revenue $40,837

Investment Income $666,535

Other Revenue $3,228

TOTAL REVENUE $926,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $226,506

Fundraising Expenses $0

Other Expenses $152,934

TOTAL EXPENSES $379,440

Year-over-Year Comparison

	2024	2023	Change
Revenue	$926,988	$404,436	+1.3%
Expenses	$379,440	$340,340	+0.1%
Net Income	$547,548	$64,096	+7.5%

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
FRED BARNHART	Director	1.00	Director	$0	$0	$0
MAT EMKEN	Director	1.00	Director	$0	$0	$0
KATHERINE KATZ	Director	1.00	Director	$0	$0	$0
MATT KEYS	Director	1.00	Director	$0	$0	$0
JERRY JOHNS	Director	1.00	Director	$0	$0	$0
RACHEL XIDIS	President	1.00	Officer	$0	$0	$0
MARY BETH LACLAIR	Secretary	1.00	Officer	$0	$0	$0
THOMAS PRETE	Treasurer	1.00	Officer	$0	$0	$0
SCOTT TEWS	Vice President	0.00	Officer	$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
2024	$926,988	$379,440	$4,272,733	$547,548
2023	$404,436	$340,340	$4,593,766	$64,096
2022	$699,619	$1,189,091	$4,096,883	$-489,472
2021	$857,110	$305,900	$4,942,071	$551,210
2020	$676,593	$275,073	$4,391,159	$401,520
2019	$806,064	$304,517	$3,992,123	$501,547
2018	$-430,484	$446,005	$3,490,796	$-876,489