Irish Heritage Center Charitable Foundation Inc (EIN 273418093) - 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

2010

Legal Domicile

Principal Officer

William O'Donnell

Phone

5135330100

Tax Period

2023-01-01 to 2023-12-31

Irish Heritage Center Charitable Foundation Inc, founded in 2010, is a small nonprofit in the Arts, Culture & Humanities sector that reported $271K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $65K, a strong 24% operating margin.

Mission

Promotion of Irish culture and traditions and the history of the Irish in Cincinnati to people of any ethnicity who are interested in Irish culture.

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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 $121,390

Program Service Revenue $48,858

Investment Income $33

Other Revenue $100,886

TOTAL REVENUE $271,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,901

Fundraising Expenses $23,183

Program Expenses $170,673

Other Expenses $184,468

TOTAL EXPENSES $206,369

Year-over-Year Comparison

	2023	2022	Change
Revenue	$271,167	$343,593	-0.2%
Expenses	$206,369	$232,439	-0.1%
Net Income	$64,798	$111,154	-0.4%

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

160

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

$4,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William O'Donnell	Chairman	10.00	Director	$0	$0	$0
J Kent Covey	President	10.00	Officer Director	$0	$0	$0
Maureen Kennedy	Vice-President	10.00	Officer Director	$0	$0	$0
Shelli Smith	Treasurer	1.00	Officer Director	$0	$0	$0
Sara Marschall	Secretary	10.00	Officer Director	$0	$0	$0
Michelle Crowley	Director	10.00	Director	$4,700	$0	$4,700
Declan O' Sullivan	Director	1.00	Director	$0	$0	$0
Tim McGrath	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
2024	No data	No data	No data	No data
2023	$271,167	$206,369	$1,390,216	$64,798
2022	$343,593	$232,439	$1,363,654	$111,154
2021	$257,701	$179,481	$1,228,053	$78,220
2020	$348,335	$133,821	$1,166,399	$214,514
2019	$268,415	$169,098	$958,408	$99,317
2018	$402,598	$179,307	$869,062	$223,291

Irish Heritage Center Charitable Foundation Inc