BEAVERCREEK HISTORICAL SOCIETY

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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

1993

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

BEAVERCREEK HISTORICAL SOCIETY, founded in 1993, is a small nonprofit in the Arts, Culture & Humanities sector that reported $694K in total revenue in fiscal year 2023. The organization ran a surplus of $677K, a strong 98% operating margin.

Mission

TO PRESERVE STRUCTURES OF HISTORICAL SIGNIFICANCE, TO DEVELOP AND PRESENT EDUCATIONAL PROGRAMS, AND TO PROVIDE A LEARNING CENTER FOR HISTORIC EDUCATION FOR BEAVERCREEK AND OHIO RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $13,772 Revenue: $4,175

PROVIDED THE FACILITIES, STAFF, AND VOLUNTEERS THAT ENSURED DELIVERY OF HISTORICAL AND EDUCATIONAL PROGRAMS TO LOCAL AND OTHER VISITORS. 466 STUDENTS ATTENDED THE SCHOOL AGE EDUCATIONAL PROGRAMS...

PROVIDED THE FACILITIES, STAFF, AND VOLUNTEERS THAT ENSURED DELIVERY OF HISTORICAL AND EDUCATIONAL PROGRAMS TO LOCAL AND OTHER VISITORS. 466 STUDENTS ATTENDED THE SCHOOL AGE EDUCATIONAL PROGRAMS. BEGAN CAPITAL IMPROVEMENT PLAN TO ADD RESTROOMS TO THE TOBIAS ZIMMER BARN WHICH WILL ENHANCE ATTENDANCE.

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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 $677,725

Program Service Revenue $3,542

Investment Income $12,447

Other Revenue $613

TOTAL REVENUE $694,327

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,100

Fundraising Expenses $0

Program Expenses $13,772

Other Expenses $13,889

TOTAL EXPENSES $16,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$694,327	N/A	N/A
Expenses	$16,989	N/A	N/A
Net Income	$677,338	N/A	N/A

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

N/A

Independent Members

N/A

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

Total Directors

$3,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARSHA DEWEESE	DIRECTOR	7.00	Director	$1,800	$0	$1,800
AMY ROHRBACK	DIRECTOR	7.00	Director	$1,300	$0	$1,300
CHRISONNA ANDERSON	DIRECTOR	7.00	Director	$0	$0	$0
GREG ASMAN	DIRECTOR	3.00	Director	$0	$0	$0
RUTH WILEY	DIRECTOR	5.00	Director	$0	$0	$0
BRETT WILLIFORD	DIRECTOR	3.00	Director	$0	$0	$0
MARK WILEY	PRESIDENT	10.00	Officer	$0	$0	$0
RODGER REEDY	TREASURER	5.00	Officer	$0	$0	$0
REBECCA BLAHO	SECRETARY	7.00	Officer	$0	$0	$0
ROBERTA CARPENTER	VICE PRESIDENT	5.00	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	$694,327	$16,989	$726,877	$677,338