HISTORIC SOUTHWEST OHIO INC (EIN 311106313) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

Steve Preston

Phone

5135639484

Tax Period

2023-01-01 to 2023-12-31

HISTORIC SOUTHWEST OHIO INC, founded in 1984, is a small nonprofit in the Arts, Culture & Humanities sector that reported $424K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $89K, a strong 21% operating margin.

Mission

Historical Education Programs and Events

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $231,366

Program Service Revenue $151,449

Investment Income $34,976

Other Revenue $6,519

TOTAL REVENUE $424,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $165,166

Fundraising Expenses $0

Program Expenses $290,430

Other Expenses $169,894

TOTAL EXPENSES $335,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,310	$377,265	+0.1%
Expenses	$335,060	$312,150	+0.1%
Net Income	$89,250	$65,115	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

250

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

$53,922

Total Directors

$53,922

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Preston	Executive Director	40.00	Officer Director	$53,922	$0	$53,922
Michele McDonel	Board President	1.0	Officer Director	$0	$0	$0
Rick Kiefer	Member	0.5	Officer Director	$0	$0	$0
Frank Davis	Treasurer	2.0	Officer Director	$0	$0	$0
Mary Bender	Member	0.5	Director	$0	$0	$0
Carol Muntz	Member	0.5	Director	$0	$0	$0
Kaitlyn Klepert	Member	0.5	Director	$0	$0	$0
Garrett Woods	First Vice President	0.5	Officer Director	$0	$0	$0
Tom Barhorts	Member	0.5	Director	$0	$0	$0
Marybeth McManus	Member	0.5	Director	$0	$0	$0
Yvonne Ressig	Secretary	0.5	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
2024	No data	No data	No data	No data
2023	$424,310	$335,060	$776,672	$89,250
2022	$377,265	$312,150	$655,081	$65,115
2021	$436,373	$276,892	$623,782	$159,481
2020	$271,199	$244,723	$451,129	$26,476
2018	$282,516	$253,264	$307,669	$29,252

HISTORIC SOUTHWEST OHIO INC