OHIO HISTORICAL SOCIETY (EIN 314389673) - 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

1885

Legal Domicile

Principal Officer

MEGAN WOOD

Phone

6142972300

Tax Period

2022-07-01 to 2023-06-30

OHIO HISTORICAL SOCIETY, founded in 1885, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $29.9M in total revenue in fiscal year 2022.

Mission

IDENTIFY, AUTHENTICATE, COLLECT, PRESERVE, AND INTERPRET OHIO'S 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 (2022)

Revenue Breakdown

Contributions & Grants $28,123,628

Program Service Revenue $1,386,613

Investment Income $-17,808

Other Revenue $404,815

TOTAL REVENUE $29,897,248

Expense Breakdown

Grants Paid $397,093

Salaries & Benefits $17,601,199

Fundraising Expenses $696,644

Program Expenses $26,251,612

Other Expenses $13,965,755

TOTAL EXPENSES $31,964,047

Year-over-Year Comparison

	2022	2021	Change
Revenue	$29,897,248	$29,615,218	+0.0%
Expenses	$31,964,047	$28,335,177	+0.1%
Net Income	$-2,066,799	$1,280,041	-2.6%

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

325

Volunteers

537

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

$600,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLEY MOSES	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANN BAIR	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
BETTY WEIBEL	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
MELODY YOUNG	TREASURER	4.00	Officer Director	$0	$0	$0
ALEX HASTIE	SECRETARY	4.00	Officer Director	$0	$0	$0
STEVE COON	TRUSTEE	1.00	Director	$0	$0	$0
JON T ELSASSER	TRUSTEE	1.00	Director	$0	$0	$0
CHIEF BILLY W FRIEND	TRUSTEE	1.00	Director	$0	$0	$0
JAMES B HADDEN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD HILLIS	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY JOSEPH	TRUSTEE	1.00	Director	$0	$0	$0
JEN MILLER	TRUSTEE	1.00	Director	$0	$0	$0
BETTY MONTGOMERY	TRUSTEE	1.00	Director	$0	$0	$0
RENU RAMANKUTTY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT M ROACH	TRUSTEE	1.00	Director	$0	$0	$0
HEIDI M SAMUEL	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY H SIMPSON	TRUSTEE	1.00	Director	$0	$0	$0
GUADALUPE VELASQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
N/A	GOVERNOR, STATE OF OHIO	1.00		$0	$0	$0
N/A	PRESIDENT, OHIO SENATE	1.00		$0	$0	$0
N/A	MINORITY LEADER, OHIO SENATE	1.00		$0	$0	$0
N/A	SPEAKER OF THE OHIO HOUSE	1.00		$0	$0	$0
N/A	MINORITY LEADER, OHIO HOUSE	1.00		$0	$0	$0
N/A	OHIO LOCAL HISTORY ALLIANCE	1.00		$0	$0	$0
N/A	PRESIDENT, OHIO ACADEMY OF HISTORY	1.00		$0	$0	$0
N/A	CHANCELLOR, OHIO DEPT OF HIGHER EDUCATION	1.00		$0	$0	$0
N/A	PRESIDENT, OHIO ACADEMY OF SCIENCE	1.00		$0	$0	$0
N/A	DIRECTOR, OHIO DEPT OF DEVELOPMENT	1.00		$0	$0	$0
N/A	DIRECTOR, CAPITOL SQUARE REVIEW & ADVISORY BOARD	1.00		$0	$0	$0
N/A	INTERIM SUPERINTENDENT OF PUBLIC INSTRUCTION	1.00		$0	$0	$0
MEGAN WOOD	EXECUTIVE DIRECTOR & CEO	40.00	Officer	$158,902	$20,905	$179,807
JEFFREY WARD	CHIEF FINANCIAL OFFICER	40.00	Officer	$148,216	$15,830	$164,046
GERALD DANNEMILLER	CHIEF MARKETING OFFICER	40.00	Officer	$110,155	$12,239	$122,394
ANN RUEGE	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$121,078	$13,453	$134,531
LOX LOGAN	EXECUTIVE DIRECTOR & CEO - FORMER	40.00		$266,838	$30,473	$297,311

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	$29,897,248	$31,964,047	$5,713,736	$-2,066,799
2022	$29,615,218	$28,335,177	$8,564,141	$1,280,041
2021	$25,940,986	$25,868,350	$7,345,353	$72,636
2020	$29,104,125	$28,972,931	$7,233,441	$131,194
2019	$31,982,765	$30,467,032	$5,756,088	$1,515,733

OHIO HISTORICAL SOCIETY