OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION (EIN 346533053) - 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

1903

Legal Domicile

Principal Officer

ELIZABETH SCHULTZ

Phone

4407741700

Tax Period

2023-01-01 to 2023-12-31

OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION, founded in 1903, is a small nonprofit that reported $395K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $446K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PRESERVE AND SHARE OBERLIN'S UNIQUE HERITAGE AND TO MAKE OUR COMMUNITY A BETTER PLACE TO LIVE, LEARN, WORK AND VISIT.

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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 $237,681

Program Service Revenue $11,842

Investment Income $129,098

Other Revenue $16,788

TOTAL REVENUE $395,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,510

Fundraising Expenses $17,151

Program Expenses $292,809

Other Expenses $150,526

TOTAL EXPENSES $446,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,409	$260,835	+0.5%
Expenses	$446,036	$431,652	+0.0%
Net Income	$-50,627	$-170,817	-0.7%

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

125

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

$71,478

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL BRICE TERM BEGAN 2023	TRUSTEE	1.00	Director	$0	$0	$0
KEN GROSSI	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY CHUANG	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CARL JACOBSON	TRUSTEE	1.00	Director	$0	$0	$0
JULIE MIN	TRUSTEE	1.00	Director	$0	$0	$0
LORI EBIHARA	TRUSTEE	1.00	Director	$0	$0	$0
JIYUL KIM	TREASURER	1.00	Officer Director	$0	$0	$0
FR BRIAN WILBERT	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH ELROD	SECRETARY	1.00	Officer Director	$0	$0	$0
JEAN FOGGO SIMON	TRUSTEE	1.00	Director	$0	$0	$0
CLAUDIA JONES	TRUSTEE	1.00	Director	$0	$0	$0
RACHAEL MCCRAY	TRUSTEE	1.00	Director	$0	$0	$0
MARY WORTHINGTON	TRUSTEE	1.00	Director	$0	$0	$0
EBONI JOHNSON	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TRAVIS JENNINGS TERM BEGAN 2023	TRUSTEE	1.00	Director	$0	$0	$0
LAUREL PRICE JONES TERM ENDED 2023	TRUSTEE	1.00	Director	$0	$0	$0
PAUL R SPIERLING	TRUSTEE	1.00	Director	$0	$0	$0
TYRONE WICKS TERM BEGAN 2023	TRUSTEE	1.00	Director	$0	$0	$0
GAIL WOOD TERM ENDED 2023	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH SCHULTZ	EXECUTIVE DIRECTOR	40.00	Officer	$65,628	$5,850	$71,478

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	$395,409	$446,036	$4,322,026	$-50,627
2022	$260,835	$431,652	$4,072,999	$-170,817
2021	$359,650	$469,385	$4,666,370	$-109,735
2020	$373,518	$440,296	$4,287,884	$-66,778
2019	$368,717	$439,997	$4,348,961	$-71,280
2018	$452,532	$418,790	$4,026,931	$33,742

OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION