SCommunity Improvement & Capacity BuildingEIN: 471691856· Ruling Year: 2014

Historic South Initiative

Toledo, Ohio

A-Health Score
82A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

💰
$3.4M
Total Revenue
📊
$3.0M
Total Expenses
🏦
$2.0M
Net Assets
📋
$56K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+49.5%
Year-over-year change (2022 → 2023)
Net Margin
+11.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.65
Net assets divided by total expenses
Liabilities-to-Assets
2.7%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$3,441,60950%$3,049,94751%$2,024,26343%
2022$2,301,71456%$2,025,58869%$1,419,66723%
2021$1,475,67517%$1,199,4254%$1,158,36235%
2020$1,266,60652%$1,245,93748%$856,9612%
2019$835,54710%$843,4477%$842,5443%
2018$761,70333%$910,055137%$871,70610%
2017$573,6556%$384,54916%$973,90831%
2016$540,3745%$330,94987%$742,96264%
2015$571,391519%$177,082389%$454,063709%
2014$92,300$36,186$56,114

Frequently Asked Questions

What does Historic South Initiative do?

Historic South Initiative is a community improvement & capacity building nonprofit organization based in Ohio. It is classified under NTEE code S20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Historic South Initiative financially healthy?

Based on our 9-metric Financial Health Score model, Historic South Initiative has a score of 82/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Historic South Initiative generate?

Historic South Initiative reports $5.7M in annual revenue and holds $2.5M in total assets, based on IRS filings.

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