ANDERSON TOWNSHIP HISTORICAL SOCIETY INC (EIN 237120545) - 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

1968

Legal Domicile

Principal Officer

Bob King

Phone

5133151880

Tax Period

2023-01-01 to 2023-12-31

ANDERSON TOWNSHIP HISTORICAL SOCIETY INC, founded in 1968, is a small nonprofit that reported $192K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 38% operating margin.

Mission

The Anderson Township Historical Society is a non-profit organization serving the residents of Anderson Township, Mt Washington and Newtown, Ohio. It is dedicated to preserving the history of our area, encouraging our youth to embrace history, bringing the past to life and providing our community with experiences and places to gather, learn and grow.

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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 (2023)

Revenue Breakdown

Contributions & Grants $131,397

Program Service Revenue $7,219

Investment Income $53,615

Other Revenue $0

TOTAL REVENUE $192,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,497

Program Expenses $4,101

Other Expenses $119,891

TOTAL EXPENSES $119,891

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,231	$108,019	+0.8%
Expenses	$119,891	$113,324	+0.1%
Net Income	$72,340	$-5,305	-14.6%

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
Daryl Meyerrenke	Trustee	10	Director	$0	$0	$0
David Vogel	Trustee	5	Director	$0	$0	$0
Kathy Hoelscher	Trustee	5	Director	$0	$0	$0
Allan Greer	Trustee	5	Director	$0	$0	$0
Ann King	Committee Chair	10	Director	$0	$0	$0
Diane Schneider	Committee Chair	10	Director	$0	$0	$0
Kenny Burck	Committee Chair	5	Director	$0	$0	$0
Bob Malinzak	Trustee	5	Director	$0	$0	$0
Lexie Stevenson	Committee Chair	10	Director	$0	$0	$0
Don Perry	Past President & Committee Chair	10	Director	$0	$0	$0
Leslie Gressle	Committee Chair	10	Director	$0	$0	$0
Melanie Woodworth	Committee Chair	20	Director	$0	$0	$0
Susan Abel	Coordinator	10	Director	$0	$0	$0
Brook Cox	Committee Chair	5	Director	$0	$0	$0
Nancy Krueger	President	15	Officer	$0	$0	$0
Charlie Wallace	Vice President	10	Officer	$0	$0	$0
Lyn Scheper	Secretary	10	Officer	$0	$0	$0
Robert King	Treasurer	10	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
2023	$192,231	$119,891	$1,250,805	$72,340
2022	$108,019	$113,324	$1,300,846	$-5,305
2021	$130,712	$57,215	$1,389,992	$73,497
2020	$30,252	$24,191	$1,378,967	$6,061

ANDERSON TOWNSHIP HISTORICAL SOCIETY INC