OHIO HISTORICAL SOCIETY FOUNDATION (EIN 311089327) - 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

1983

Legal Domicile

Principal Officer

JEFFREY K WARD

Phone

6142972300

Tax Period

2022-07-01 to 2023-06-30

OHIO HISTORICAL SOCIETY FOUNDATION, founded in 1983, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2022. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 34% operating margin.

Mission

TO ASSIST THE OHIO HISTORICAL SOCIETY IN ITS FUNDRAISING ACTIVITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,877,600

Program Service Revenue $0

Investment Income $369,968

Other Revenue $0

TOTAL REVENUE $3,247,568

Expense Breakdown

Grants Paid $2,108,851

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,108,851

Other Expenses $23,042

TOTAL EXPENSES $2,131,893

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,247,568	$2,001,810	+0.6%
Expenses	$2,131,893	$3,031,899	-0.3%
Net Income	$1,115,675	$-1,030,089	-2.1%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$164,897

Total Directors

$164,897

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY K WARD	CHIEF FINANCIAL OFFICER	40.00	Officer Director	$0	$16,681	$164,897
MELODY YOUNG	CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT ROACH	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JON ELSASSER	SECRETARY/TREASURER	1.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,247,568	$2,131,893	$21,315,385	$1,115,675
2022	$2,001,810	$3,031,899	$19,930,380	$-1,030,089
2021	$2,410,812	$3,242,245	$22,693,832	$-831,433
2020	$2,355,479	$3,129,877	$20,076,412	$-774,398
2019	$2,429,933	$5,808,193	$20,354,362	$-3,378,260

OHIO HISTORICAL SOCIETY FOUNDATION