HERITAGE SYLVANIA INC (EIN 341840135) - 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

1995

Legal Domicile

Principal Officer

THOMAS BLANK

Phone

4195175533

Tax Period

2023-01-01 to 2023-12-31

HERITAGE SYLVANIA INC, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $208K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $190K left a modest 9% surplus.

Mission

THE SYLVANIA HISTORICAL VILLAGE WAS ESTABLISHED IN 1995 TO COLLECT, CONSERVE, RESEARCH, EXHIBIT AND INTERPRET MATERIAL, ARTIFACTS AND ARCHEOLOGY WHICH CONTRIBUTE TO A BETTER UNDERSTANDING OF THE HISTORY AND DEVELOPMENT OF OHIO, WITH EMPHASIS ON THE NORTHWEST OHIO VALLEY AND THE SYLVANIA AREA. THE ORGANIZATION CHANGED IT'S NAME TO HERITAGE SYLVANIA DURING 2018.

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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 $8,672

Program Service Revenue $199,212

Investment Income $90

Other Revenue $0

TOTAL REVENUE $207,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,906

Fundraising Expenses $14,890

Program Expenses $125,332

Other Expenses $108,097

TOTAL EXPENSES $190,003

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,974	$178,932	+0.2%
Expenses	$190,003	$200,017	-0.1%
Net Income	$17,971	$-21,085	-1.9%

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

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

$20,564

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BLANK	PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE GEORGE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
EVAN ERICKSEN	SECRETARY	2.00	Officer Director	$0	$0	$0
JIM VOGEL	TREASURER	2.00	Officer Director	$0	$0	$0
LINDSEY STOUGH	CITY COUNCIL	1.50	Director	$0	$0	$0
SANDY HUSMAN	TRUSTEE	1.50	Director	$0	$0	$0
REBECCA ZECHMAN	TRUSTEE	1.50	Director	$0	$0	$0
BILL GIACCI	TRUSTEE	1.50	Director	$0	$0	$0
DR MARY ROBINSON	TRUSTEE	1.50	Director	$0	$0	$0
ROBERT SMITH	TRUSTEE	1.50	Director	$0	$0	$0
SUE MCHUGH	TRUSTEE	1.50	Director	$0	$0	$0
ANDREA PERRY-ERBSKORN	EXECUTIVE DI	40.00		$48,288	$0	$48,288
SAMANTHA AYRES	DIRECTOR	40.00	Director	$9,125	$0	$9,125
TRISTEN TURKOPP	ASSISTANT DI	40.00	Director	$11,439	$0	$11,439

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	$207,974	$190,003	$112,347	$17,971
2022	$178,932	$200,017	$92,642	$-21,085
2021	$207,329	$211,569	$115,092	$-4,240
2019	$200,459	$169,266	$112,300	$31,193

HERITAGE SYLVANIA INC