AArts, Culture & HumanitiesEIN: 340714724· Ruling Year: 1940

Western Reserve Historical Society

Cleveland, Ohio

B+Health Score
73B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 2 peers in Arts, Culture & Humanities with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org6.25×
Peer Median210.95×
💰
$6.9M
Total Revenue
📊
$6.7M
Total Expenses
🏦
$41.9M
Net Assets
📋
$1.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-22.9%
Year-over-year change (2022 → 2023)
Net Margin
+3.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.25
Net assets divided by total expenses
Liabilities-to-Assets
3.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$6,941,68923%$6,710,1712%$43,254,1223%
2022$8,999,0403%$6,594,34927%$41,934,9108%
2021$9,269,565100%$5,192,47314%$45,747,34421%
2020$4,632,40022%$6,025,8646%$37,922,0374%
2019$5,943,8643%$6,391,3432%$39,579,0031%
2018$5,768,87723%$6,532,1302%$39,834,3121%
2017$7,477,29512%$6,397,4653%$40,319,0277%
2016$6,680,1273%$6,237,231$37,746,4824%
2015$6,497,99227%$6,244,60318%$39,138,3962%
2014$5,127,29314%$5,305,3258%$39,770,9135%
2013$5,935,06816%$4,910,4081%$37,908,7158%
2012$7,052,72241%$4,945,4226%$35,253,3225%
2011$5,006,452$4,673,875$33,633,181

Frequently Asked Questions

What does Western Reserve Historical Society do?

Western Reserve Historical Society is a arts, culture & humanities nonprofit organization based in Ohio. It is classified under NTEE code A800 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Western Reserve Historical Society financially healthy?

Based on our 9-metric Financial Health Score model, Western Reserve Historical Society has a score of 73/100 (Grade: B+). 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 Western Reserve Historical Society generate?

Western Reserve Historical Society reports $7.5M in annual revenue and holds $50.9M in total assets, based on IRS filings.

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