WORTHINGTON HISTORICAL SOCIETY INC

EIN: 310726223 501(c)(3) Arts, Culture & Humanities

Worthington, OH

Total Revenue
$150,025
Total Expenses
$121,362
Total Assets
$2,284,972
Net Assets
$2,284,972
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
OH
Phone
6148851247
Tax Period
2023-07-01 to 2024-06-30

WORTHINGTON HISTORICAL SOCIETY INC, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $150K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 19% operating margin.

Mission

Preservation of the three historical properties, artifacts and information. Education of the general public about the history of the City of Worthington through museums, exhibits, tours, social media and online presence, along with special events.

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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 (2023)

Revenue Breakdown

Contributions & Grants $128,102
Program Service Revenue $15,707
Investment Income $6,216
Other Revenue $0
TOTAL REVENUE $150,025

Expense Breakdown

Grants Paid $0
Salaries & Benefits $50,502
Fundraising Expenses $0
Program Expenses $56,938
Other Expenses $70,860
TOTAL EXPENSES $121,362

Year-over-Year Comparison

2023 2022 Change
Revenue $150,025 $114,402 +0.3%
Expenses $121,362 $92,658 +0.3%
Net Income $28,663 $21,744 +0.3%
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

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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
11
Independent Members
11
Employees
3
Volunteers
120

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
4
$0
Total Directors
6
$35,597
Key Employees
3
$46,231
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Katherine LaLonde Executive Director 30
Director Key Emp Highest
$35,597 $0 $35,597
Sarah O'Bryan Staff Assistant 8
Key Emp
$6,656 $0 $6,656
Margaret Lawrence Staff Assistant 4
Key Emp
$3,978 $0 $3,978
Susan Whitaker Curator 20
Director
$0 $0 $0
Charles Warner Parlimentarian 1
Director
$0 $0 $0
David Hahm At Large Board Member 1
Director
$0 $0 $0
Karen Coleman At Large Board Member 1
Director
$0 $0 $0
Rosanne Nagel At Large Board Member 1
Director
$0 $0 $0
John Snouffer At Large Board Member 2
$0 $0 $0
Jutta Pegues Board President 10
Officer
$0 $0 $0
John Mueller Treasurer 5
Officer
$0 $0 $0
Frank Shepherd VP Facilities 5
Officer
$0 $0 $0
Steffanie Haueisen VP Education 8
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
2025 No data No data No data No data
2024 $150,025 $121,362 $2,284,972 $28,663
2023 $114,402 $92,658 $2,111,350 $21,744
2022 $199,417 $96,278 $2,012,543 $103,139
2021 $109,910 $160,634 $2,009,353 $-50,724
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