THE OHIO GENEALOGICAL SOCIETY (EIN 346555678) - 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

1959

Legal Domicile

Principal Officer

ROBERT KEENER

Phone

4198861903

Tax Period

2024-01-01 to 2024-12-31

THE OHIO GENEALOGICAL SOCIETY, founded in 1959, is a small nonprofit in the Arts, Culture & Humanities sector that reported $424K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $732K exceeded revenue, resulting in a 73% operating deficit.

Mission

TO MEET THE EDUCATIONAL NEEDS OF ITS MEMBERS & THE GENERAL PUBLIC THROUGH THE ACQUISITION, PRESERVATION & DISSEMINATION OF GENEALOGICAL & HISTORICAL INFORMATION. THE ORGANIZATION PROVIDES THE MEMBERS OF THE SOCIETY & THE GENERAL PUBLIC WITH GENEALOGICAL & HISTORICAL INFORMATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $246,998

Program Service Revenue $133,406

Investment Income $42,620

Other Revenue $1,162

TOTAL REVENUE $424,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $345,534

Fundraising Expenses $6,781

Program Expenses $448,350

Other Expenses $386,881

TOTAL EXPENSES $732,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$424,186	$695,590	-0.4%
Expenses	$732,415	$735,966	0.0%
Net Income	$-308,229	$-40,376	+6.6%

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

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

$144,224

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NOEL POIRIER	DIRECTOR	40.00	Director	$110,057	$34,167	$144,224
DORTHEA MARTIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHERYL ABERNATHY	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
LILI MCCUTCHAN	3RD VICE PRE	1.00	Officer Director	$0	$0	$0
REBECCA PLANK	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT KEENER	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN T CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
KAREN CYDRUS	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH LICHTNER DEAL	TRUSTEE	1.00	Director	$0	$0	$0
PATTI KELLER	TRUSTEE	1.00	Director	$0	$0	$0
LAVERNE PIATT	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH KITKO	TRUSTEE	1.00	Director	$0	$0	$0
MARTINA WALTERS	TRUSTEE	1.00	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	$424,186	$732,415	$1,660,575	$-308,229
2023	$695,590	$735,966	$1,972,224	$-40,376
2022	$532,739	$701,117	$2,022,649	$-168,378
2021	$483,052	$602,897	$2,453,812	$-119,845
2020	$494,779	$531,558	$2,516,465	$-36,779
2019	$495,180	$572,050	$2,554,599	$-76,870
2018	$608,440	$517,584	$2,493,603	$90,856

THE OHIO GENEALOGICAL SOCIETY