HISTORICAL SOCIETY OF GREENFIELD OHIO INC (EIN 311818824) - 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

1949

Legal Domicile

Phone

9379817890

Tax Period

2021-01-01 to 2021-12-31

HISTORICAL SOCIETY OF GREENFIELD OHIO INC, founded in 1949, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $39K in total revenue in fiscal year 2021. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $9K, a strong 22% operating margin.

Mission

TO PROTECT THE HISTORY OF GREENFIELD, OHIO AND EDUCATE AREA CITIZENS OF THIS HISTORY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $18,279

Program Service Revenue $0

Investment Income $19,276

Other Revenue $1,714

TOTAL REVENUE $39,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,754

Other Expenses $30,754

TOTAL EXPENSES $30,754

Year-over-Year Comparison

	2021	2020	Change
Revenue	$39,269	$35,472	+0.1%
Expenses	$30,754	$35,896	-0.1%
Net Income	$8,515	$-424	-21.1%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY ROYSE	President	8.00	Officer Director	$0	$0	$0
SUSAN THOMPSON	Vice President	2.00	Officer Director	$0	$0	$0
STUART MCNEIL	TRUSTEE/ASST TR	2.00	Officer Director	$0	$0	$0
STEVE WINEGAR	Trustee	2.00	Director	$0	$0	$0
HAROLD SCHMIDT	Trustee	10.00	Director	$0	$0	$0
DOUG KARNES	Trustee	2.00	Director	$0	$0	$0
JAY HARDY	Trustee	2.00	Director	$0	$0	$0
JEFF PAYTON	Trustee	2.00	Director	$0	$0	$0
PATRICIA SMITH	Trustee	2.00	Director	$0	$0	$0
SHARON GREENE	Secretary	2.00	Officer	$0	$0	$0
JUDY SCHMIDT	Treasurer	10.00	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
2021	$39,269	$30,754	$627,063	$8,515
2020	$35,472	$35,896	$618,548	$-424
2019	$43,426	$35,029	$618,972	$8,397
2018	$39,018	$28,743	$610,575	$10,275

HISTORICAL SOCIETY OF GREENFIELD OHIO INC