ASHLAND HISTORICAL SOCIETY (EIN 237090218) - 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

1909

Legal Domicile

Principal Officer

HELEN LEWIS

Phone

5088818183

Tax Period

2025-01-01 to 2025-12-31

ASHLAND HISTORICAL SOCIETY, founded in 1909, is a small nonprofit that reported $105K in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $57K, a strong 54% operating margin.

Mission

EDUCATE ABOUT HISTORICAL QUALITIES OF ASHLAND.

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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 (2025)

Revenue Breakdown

Contributions & Grants $83,603

Program Service Revenue $0

Investment Income $20,996

Other Revenue $0

TOTAL REVENUE $104,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,359

Other Expenses $47,813

TOTAL EXPENSES $47,813

Year-over-Year Comparison

	2025	2024	Change
Revenue	$104,599	$96,480	+0.1%
Expenses	$47,813	$59,755	-0.2%
Net Income	$56,786	$36,725	+0.5%

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

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	Role	Reportable Comp	Other Comp	Total
CLIFFORD WILSON	PRESIDENT/VARIOUS	Director	$0	$0	$0
JOEL SPARKS	VICE PRES/VARIOUS	Director	$0	$0	$0
STEVE LEACU	SECRETARY/VARIOUS	Director	$0	$0	$0
HELEN LEWIS	TREASURER/VARIOUS	Director	$0	$0	$0
JENNIFER LECESSE	TRUSTEE/VARIOUS	Director	$0	$0	$0
SHELLEY LEACU	TRUSTEE/VARIOUS	Director	$0	$0	$0
MARCIA RENI	TRUSTEE/VARIOUS	Director	$0	$0	$0
TONYA BLACK	TRUSTEE/VARIOUS	Director	$0	$0	$0
CARL HAKANSSON	TRUSTEE/VARIOUS	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
2025	$104,599	$47,813	$797,386	$56,786
2024	No data	No data	No data	No data
2023	$72,466	$41,538	$703,875	$30,928
2022	$92,791	$48,897	$672,947	$43,894
2021	$82,701	$69,940	$629,053	$12,761
2020	$82,731	$61,163	$616,292	$21,568
2019	$67,715	$81,940	$594,724	$-14,225
2018	$78,346	$61,726	$608,949	$16,620

ASHLAND HISTORICAL SOCIETY