Traditions at Westerville

Analysis

Traditions at Westerville is a registered charity in United States, based in Columbus, OH. It received its IRS tax-exemption ruling in May 1962, 64 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Traditions at Westerville reported income of $11.2m and spending of $10.6m, spending 95% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $6.8m to $11.2m (+65%), an average of +13% a year. The sharpest change came in the year to December 2020, when income rose by 30%. Over the whole period it spent 95% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Traditions at Westerville sits at the 96th percentile: it is larger than about 96% of them. Against every charity in United States with reported income it ranks in the 95th percentile, and in the 96th percentile within OH. Charities of a similar size with the same main cause include Agape Child and Family Services Inc ($11.2m), Padua Village Inc ($11.2m) and Scottish Rite Park Inc ($11.2m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 0.8% and program service revenue 100% of the total. Other salaries and wages came to $3.0m. At year end it held assets of $43.4m against liabilities of $37.6m, net assets of $5.7m.