FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI COLUMBUS (EIN 314383802) - 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

1948

Legal Domicile

Principal Officer

AMANDA MCVEY

Phone

6142282674

Tax Period

2023-10-01 to 2024-09-30

FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI COLUMBUS, founded in 1948, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $25.4M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

ADVANCE PUBLIC UNDERSTANDING OF SCIENCE, TECHNOLOGY, ENERGY, ENVIRONMENT, HEALTH, INDUSTRY & 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 (2023)

Revenue Breakdown

Contributions & Grants $8,698,549

Program Service Revenue $15,399,354

Investment Income $424,983

Other Revenue $917,285

TOTAL REVENUE $25,440,171

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,478,452

Fundraising Expenses $1,913,668

Program Expenses $20,113,904

Other Expenses $12,315,916

TOTAL EXPENSES $26,794,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,440,171	$27,403,443	-0.1%
Expenses	$26,794,368	$26,879,383	0.0%
Net Income	$-1,354,197	$524,060	-3.6%

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

194

Volunteers

199

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

$853,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERIC M BERTLEY	PRESIDENT & CEO	50.00	Officer	$484,142	$66,092	$550,234
ABIGAIL R POKLAR	CHIEF OF STAFF	50.00	Highest	$163,143	$52,448	$215,591
JOSHUA A SARVER	CHIEF EXPERIENCE OFFICER	50.00	Highest	$159,565	$46,243	$205,808
AMANDA L MCVEY	CHIEF FINANCIAL OFFICER	50.00	Officer	$167,147	$37,739	$204,886
STEPHEN M WHITE	CHIEF STRATEGY OFFICER	50.00	Highest	$183,604	$10,342	$193,946
EMILY ALONSO-TAUB	VICE PRESIDENT OF PHILANTHROPY	50.00	Highest	$150,620	$32,664	$183,284
ANDREW L AICHELE	VICE PRESIDENT OF EDUCATION	50.00	Highest	$113,934	$4,877	$118,811
CHAD THOMPSON	CHIEF OPERATING OFFICER	50.00	Officer	$95,137	$2,744	$97,881
BERNIE OSTROWSKI	PRESIDENT	2.00	Officer Director	$0	$0	$0
LEAH PAPPAS PORNER	SECRETARY	3.00	Officer Director	$0	$0	$0
CINDY HILSHEIMER	CHAIR	3.00	Officer Director	$0	$0	$0
MICHELLE ADAMS	TRUSTEE (FORMER)	3.00	Director	$0	$0	$0
ALEX COMPSTON	TRUSTEE	2.00	Director	$0	$0	$0
ERICA CONROY	TRUSTEE	2.00	Director	$0	$0	$0
TOM DAILEY	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL DENNIS	TRUSTEE	2.00	Director	$0	$0	$0
PAUL HELLER	TRUSTEE	2.00	Director	$0	$0	$0
AIMEE L KENNEDY	TRUSTEE	2.00	Director	$0	$0	$0
MIKE MAHAFFEY	TRUSTEE	2.00	Director	$0	$0	$0
TAMMY ROBERTS MEYERS	TRUSTEE	2.00	Director	$0	$0	$0
TOM NGUYEN	TRUSTEE	2.00	Director	$0	$0	$0
ANTONIO P SMYTH	TRUSTEE	2.00	Director	$0	$0	$0
FRANK C ZONARS	BOARD COUNSEL	50.00	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
2024	$25,440,171	$26,794,368	$26,771,755	$-1,354,197
2023	$27,403,443	$26,879,383	$30,165,034	$524,060
2022	$26,226,471	$24,422,926	$29,479,644	$1,803,545
2021	$19,471,266	$13,326,698	$23,539,656	$6,144,568
2020	$15,067,947	$17,683,199	$18,744,629	$-2,615,252
2019	$20,553,295	$21,961,172	$20,055,552	$-1,407,877
2018	$20,416,717	$19,337,284	$22,169,322	$1,079,433

FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI COLUMBUS