Public Charity

HISTORIC SOUTH INITIATIVE

Based in TOLEDO, OH, HISTORIC SOUTH INITIATIVE operates as a Public Charity. The organization reported $5.7M in revenue, $6.0M in expenses, $2.5M in total assets for fiscal year 2024. Imperigo tracks 37 reported grant relationships connected to this organization totaling approximately $1.1M.

EIN: 471691856 TOLEDO, OH Community & Neighborhood Development NTEE: S20 Latest filing: 2024
Total Revenue$5.7M
Total Expenses$6.0M
Total Assets$2.5M
Grant Records37
Funding Total$1.1M
Filing Years2019–2024

Mission

HISTORIC SOUTH INITIATIVE DEVELOPS BOLD, LONG-TERM, MEASURABLE STRATEGIES AND FACILITATES PARTNERSHIPS TO PROMOTE THE ONGOING DEVELOPMENT OF A VIBRANT, THRIVING OLD SOUTH END NEIGHBORHOOD. PRIORITIES INCLUDE HOUSING, EDUCATION, COMMERCIAL DEVELOPMENT AND SUPPORT OF OTHER ORGANIZATIONS.

Where $100 goes at Historic South Initiative

How Historic South Initiative divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$92 Programs the work itself
$5 Management running the organization
$3 Fundraising raising the next dollar

Inside the $92 for programs

$90
Housing
98% of program spending
$1
Education
1% of program spending
$1
Community service funded various old south end organizations
About 1% (cost not reported)
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2024
2024 QUEEN OF APOSTLES SUPPORT: AFTERSCHOOL, SPORTS, FACULTY, GOLF OUTING & GENERAL GIFTS.
$83,884
2024
For grant recipient's exempt purposes
$35,000
$30,000
2024
SPONSORSHIPS FOR ADOPT A BLOCK & EDUCATION PROGRAMS
$7,500
2023
OLD SOUTH END ROOFING PROJECT; GENERAL SUPPORT; UNRESTRICTED GRANT;
$206,000

Showing up to 5 of 37 total records — full history available with membership.

Officers & Directors

DIRECTOR Amy Hall
DIRECTOR (THRU 6/2024) Anne Ruch
DIRECTOR Bret Clark
INTERIM EXECUTIVE DIRECTOR/CHAIR Carl Wagner
DIRECTOR Celeste Taylor
DIRECTOR Christopher J Amato

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$709,657 22 grants
Youth Development
$133,884 3 grants
Human & Social Services
$45,900 7 grants
Fundraising & Sponsorship
$7,500 1 grant
Unspecified
$240,000 4 grants

Financial Trends

Year Revenue Expenses Assets
2024 $5.7M $6.0M $2.5M
2023 $3.4M $3.0M $2.0M
2022 $2.3M $2.0M $1.4M
2020 $1.3M $1.2M $857K
2019 $836K $843K $843K

Between 2019 and 2024, reported annual revenue grew from $836K to $5.7M (+587%), with total assets most recently reported at $2.5M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for HISTORIC SOUTH INITIATIVE

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