CHAGRIN FALLS HISTORICAL SOCIETY (EIN 346571176) - 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

1964

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

CHAGRIN FALLS HISTORICAL SOCIETY, founded in 1964, is a small nonprofit that reported $544K in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $289K, a strong 53% operating margin.

Mission

CHAGRIN HISTORY CENTER DISCOVERS, PRESERVES, AND SHARES EVIDENCE OF AND KNOWLEDGE ABOUT THE HISTORY OF CHAGRIN FALLS AND VICINITY TO ENABLE ALL WHO LIVE, WORK, AND VISIT THE AREA TO APPRECIATE ITS PAST, UNDERSTAND ITS PRESENT, AND PLAN FOR ITS FUTURE.

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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 $446,049

Program Service Revenue $43,814

Investment Income $51,376

Other Revenue $2,758

TOTAL REVENUE $543,997

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $94,912

Fundraising Expenses $11,482

Program Expenses $176,246

Other Expenses $155,259

TOTAL EXPENSES $254,671

Year-over-Year Comparison

	2023	2022	Change
Revenue	$543,997	$291,736	+0.9%
Expenses	$254,671	$226,749	+0.1%
Net Income	$289,326	$64,987	+3.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARB WYNVEEN	TRUSTEE	0.25	Director	$0	$0	$0
MATT MURPHY	TRUSTEE	0.25	Director	$0	$0	$0
JULIA LIPP	TRUSTEE	0.25	Director	$0	$0	$0
IVAN NASSIF	TRUSTEE	0.25	Director	$0	$0	$0
BEN BRIGEMAN	TRUSTEE	0.25	Director	$0	$0	$0
DENNIS BARRIBALL	TRUSTEE	0.25	Director	$0	$0	$0
HUNTER WALTER	TRUSTEE	0.25	Director	$0	$0	$0
MARNIE ALBERS	TRUSTEE	0.25	Director	$0	$0	$0
CAROL DOLAN	TRUSTEE	0.25	Director	$0	$0	$0
CASEY FORBES	TRUSTEE	0.25	Director	$0	$0	$0
PAUL NEIDHARDT	TRUSTEE	0.25	Director	$0	$0	$0
CAROLYN SIHLER	PRESIDENT	30.00	Officer Director	$0	$0	$0
ROBERT NORWICK	SECRETARY	1.00	Officer Director	$0	$0	$0
TED MCQUADE	TREASURER	1.00	Officer Director	$0	$0	$0
KEN KVACEK	VICE PRESIDENT	1.00	Officer 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	No data	No data	No data	No data
2023	$543,997	$254,671	$3,253,414	$289,326
2022	$291,736	$226,749	$2,796,102	$64,987
2021	$251,021	$197,767	$2,879,803	$53,254
2020	$356,832	$185,689	$2,718,597	$171,143
2019	$235,251	$260,561	$2,490,332	$-25,310
2018	$440,867	$172,472	$2,500,002	$268,395

CHAGRIN FALLS HISTORICAL SOCIETY