LICKING COUNTY HISTORICAL SOCIETY

EIN: 310713996 501(c)(3)

NEWARK, OH

Total Revenue
$241,417
Total Expenses
$184,845
Total Assets
$2,631,942
Net Assets
$2,629,915
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1947
Legal Domicile
OH
Principal Officer
DONNA L YEAGER
Phone
7403454898
Tax Period
2024-01-01 to 2024-12-31

LICKING COUNTY HISTORICAL SOCIETY, founded in 1947, is a small nonprofit that reported $241K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 23% operating margin.

Mission

PRESERVE LICKING COUNTY HISTORY AND EDUCATE THE COMMUNITY ON SAID HISTORY BY MAINTAINING ARTIFACTS AND ARCHITECTURE ON DISPLAY AS WELL AS A RESEARCH LIBRARY FOR COMMUNITY USE

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $182,070
Program Service Revenue $2,159
Investment Income $29,210
Other Revenue $27,978
TOTAL REVENUE $241,417

Expense Breakdown

Grants Paid $652
Salaries & Benefits $81,488
Fundraising Expenses $13,024
Program Expenses $110,436
Other Expenses $102,705
TOTAL EXPENSES $184,845

Year-over-Year Comparison

2024 2023 Change
Revenue $241,417 $196,083 +0.2%
Expenses $184,845 $130,592 +0.4%
Net Income $56,572 $65,491 -0.1%
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

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Governance

Voting Members
12
Independent Members
12
Employees
2
Volunteers
18

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
5
$50,000
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DENISE KEEFE PRESIDENT 4.00
Officer Director
$0 $0 $0
RYAN MELDAHL VICE-PRESIDENT 8.00
Officer Director
$0 $0 $0
WHIT TUSSING SECRETARY 2.00
Officer Director
$0 $0 $0
DONNA YEAGER TREASURER 3.00
Officer Director
$0 $0 $0
CLINT ESKINS TRUSTEE 1.00
Director
$0 $0 $0
TRACE JOHNSON TRUSTEE 1.00
Director
$0 $0 $0
EVAN DAVERIO TRUSTEE 1.00
Director
$0 $0 $0
MARY LOLLO TRUSTEE 1.00
Director
$0 $0 $0
SHANE HANCOCK TRUSTEE 1.00
Director
$0 $0 $0
JAROD ROSE TRUSTEE 1.00
Director
$0 $0 $0
TRISH NEWCOMB TRUSTEE 2.00
Director
$0 $0 $0
CARL MAYER TRUSTEE 1.00
Director
$0 $0 $0
HOWARD LONG SEE SCH O EXECUTIVE DIRECTOR 40.00
Officer
$50,000 $0 $50,000
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 $241,417 $184,845 $2,631,942 $56,572
2023 $196,083 $130,592 $2,517,024 $65,491
2022 $132,148 $99,689 $2,453,899 $32,459
2021 $57,326 $57,658 $3,749,535 $-332
2020 $99,252 $97,314 $3,779,009 $1,938
2019 $126,574 $99,404 $1,549,353 $27,170
2018 $107,770 $97,391 $1,541,045 $10,379
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