2024-05-03T08:22:09-05:00 2023-06-30 341310124 REA & ASSOCIATES INC 5400 FRANTZ RD SUITE 200 DUBLIN OH 430173224 990 2022-07-01 314389673 OHIO HISTORICAL SOCIETY OHIO 6142972300 800 EAST 17TH AVE COLUMBUS OH 432112474 JEFFREY K WARD CFO 6142972300 2024-05-02 1 JEFFREY WARD 999009999 1 MELISSA DUNKLE CPA P01380769 6148898725 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z OHIO HISTORY CONNECTION MEGAN WOOD 800 EAST 17TH AVE COLUMBUS OH 432112474 30662513 0 X WWW.OHIOHISTORY.ORG X 1885 OH IDENTIFY, AUTHENTICATE, COLLECT, PRESERVE, AND INTERPRET OHIO'S HISTORY. 18 18 325 537 98319 224 28127819 28123628 1172215 1386613 0 -17808 315184 404815 29615218 29897248 425210 397093 0 0 14964408 17601199 0 0 696644 12945559 13965755 28335177 31964047 1280041 -2066799 8564141 5713736 10043991 9260385 -1479850 -3546649 X SEE SCHEDULE O 0 0 16286265 18895 1366934 SITE OPERATIONS/EDUCATION - OPERATE AND MAINTAIN APPROXIMATELY 60 HISTORIC SITES/MUSEUMS; DEVELOP EXHIBITS AND PROVIDE INTERPRETIVE SERVICES INCLUDING LAB DEMONSTRATIONS, WORKSHOPS, SCHOOL PROGRAMS, CONSERVATION LABS AND SPECIAL EVENTS. 4590407 CAPITAL PROJECTS - PLAN, DESIGN AND REHABILITATE EXISTING SITES AND EXHIBITS AS WELL AS PLAN, DESIGN AND CONSTRUCT NEW SITES AND EXHIBITS. 3173392 359240 HISTORIC PRESERVATION - ADMINISTER THE STATE HISTORICAL PRESERVATION OFFICE UNDER PROVISIONS OF THE NATIONAL HISTORICAL PRESERVATION ACT. 2201548 18958 326175 STATE ARCHIVES/LIBRARY - ACQUIRE, APPRAISE AND ACCESSION HISTORICAL DOCUMENTS FOR THE STATE OF OHIO; PROVIDE RESEARCH FOR LIBRARY PATRONS; MICROFILM HISTORICAL DOCUMENTS. AND OTHER PROGRAM EXPENSES. 2201548 18958 326175 26251612 1 1 0 1 0 0 1 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 1 190 0 1 325 0 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X JEFFREY K WARD 6142972300 800 EAST 17TH AVE COLUMBUS OH 432112474 CHARLEY MOSES PRESIDENT 4.00 X X 0 0 0 ANN BAIR VICE PRESIDENT 4.00 X X 0 0 0 BETTY WEIBEL VICE PRESIDENT 4.00 X X 0 0 0 MELODY YOUNG TREASURER 4.00 X X 0 0 0 ALEX HASTIE SECRETARY 4.00 X X 0 0 0 STEVE COON TRUSTEE 1.00 X 0 0 0 JON T ELSASSER TRUSTEE 1.00 X 0 0 0 CHIEF BILLY W FRIEND TRUSTEE 1.00 X 0 0 0 JAMES B HADDEN TRUSTEE 1.00 X 0 0 0 RICHARD HILLIS TRUSTEE 1.00 X 0 0 0 ANTHONY JOSEPH TRUSTEE 1.00 X 0 0 0 JEN MILLER TRUSTEE 1.00 X 0 0 0 BETTY MONTGOMERY TRUSTEE 1.00 X 0 0 0 RENU RAMANKUTTY TRUSTEE 1.00 X 0 0 0 ROBERT M ROACH TRUSTEE 1.00 X 0 0 0 HEIDI M SAMUEL TRUSTEE 1.00 X 0 0 0 GREGORY H SIMPSON TRUSTEE 1.00 X 0 0 0 GUADALUPE VELASQUEZ TRUSTEE 1.00 X 0 0 0 MIKE DEWINE GOVERNOR, STATE OF OHIO 1.00 X 0 0 0 MATT HUFFMAN PRESIDENT, OHIO SENATE 1.00 X 0 0 0 KENNY YUKO MINORITY LEADER, OHIO SENATE 1.00 X 0 0 0 JASON STEPHENS SPEAKER OF THE OHIO HOUSE 1.00 X 0 0 0 ALLISON RUSSO MINORITY LEADER, OHIO HOUSE 1.00 X 0 0 0 LESLIE WAGNER OHIO LOCAL HISTORY ALLIANCE 1.00 X 0 0 0 JOAN CASHIN PRESIDENT, OHIO ACADEMY OF HISTORY 1.00 X 0 0 0 RANDY GARDNER CHANCELLOR, OHIO DEPT OF HIGHER EDUCATION 1.00 X 0 0 0 MICHAEL WOYTEK PRESIDENT, OHIO ACADEMY OF SCIENCE 1.00 X 0 0 0 LYDIA MIHALIK DIRECTOR, OHIO DEPT OF DEVELOPMENT 1.00 X 0 0 0 LAURA P CATTOCIETTI DIRECTOR, CAPITOL SQUARE REVIEW & ADVISORY BOARD 1.00 X 0 0 0 CHRISTOPHER WOOLARD INTERIM SUPERINTENDENT OF PUBLIC INSTRUCTION 1.00 X 0 0 0 MEGAN WOOD EXECUTIVE DIRECTOR & CEO 40.00 X 158902 0 20905 JEFFREY WARD CHIEF FINANCIAL OFFICER 40.00 X 148216 0 15830 GERALD DANNEMILLER CHIEF MARKETING OFFICER 40.00 X 110155 0 12239 ANN RUEGE CHIEF DEVELOPMENT OFFICER 40.00 X 121078 0 13453 LOX LOGAN EXECUTIVE DIRECTOR & CEO - FORMER 40.00 X 266838 0 30473 805189 0 92900 5 1 1 0 PATTERSON POPE 10321 S MEDALLION DRIVE CINCINNATI OH 45241 COLLECTIONS SHELVING 994429 MSD INC 4401 SPRINGFIELD STREET DAYTON OH 45431 MAINTENANCE AND REPAIR 636265 VECTOR SECURITY INC PO BOX 89462 CLEVELAND OH 44101 SECURITY INSTALL AND MONITORING 513415 QUALITY MASONRY COMPANY 1001 S PROSPECT ST SUITE 101 MARION OH 43302 CONSTRUCTION 489297 FAHLGREN MORTINE 4030 EASTON STATION SUITE 300 COLUMBUS OH 43219 MARKETING AND WEBSITE 241994 5 477862 2108851 23932281 1604634 1004998 28123628 PROGRAM SERVICE INCOME 900099 759672 759672 ADMISSIONS AND PARKING 812930 517064 517064 OTHER PROGRAM REVENUE 900099 109877 109877 1386613 63416 8346 55070 55070 55070 435130 452938 -17808 -17808 -17808 555407 303981 251426 251426 FACILITIES USE 722320 98319 98319 98319 29897248 1693109 98319 -17808 397093 397093 898090 709460 159067 29563 12492680 9868792 2212665 411223 1779718 1405917 315218 58583 2249152 1776753 398363 74036 181559 143426 32157 5976 104058 67180 36761 117 38766 25027 13695 44 2258161 1457868 797751 2542 142525 85019 53725 3781 68084 57601 9948 535 2659072 2211397 429223 18452 251075 149771 94643 6661 197338 140905 56235 198 375012 223701 141362 9949 CONSTRUCTION 3418707 3418707 SITE MANAGEMENT 1502372 1502372 DONATED MATERIALS & SER 1005738 1005738 EQUIPMENT PURCHASE 646891 547291 94519 5081 1297956 1057594 170459 69903 31964047 26251612 5015791 696644 3031380 1610644 940493 283870 2427885 1775010 264254 239208 126431 70345 3823817 2089158 1773698 1734659 8564141 5713736 5563710 5020587 2382077 2170900 2098204 2068898 10043991 9260385 X -1616093 -3626823 136243 80174 -1479850 -3546649 8564141 5713736 -2066799 0 X X 0 1 X 1 1 1 X 24708544 25013727 21704760 25120967 26014777 122562775 24708544 25013727 21704760 25120967 26014777 122562775 122562775 3832 2982 6814 122569589 5537062 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 0 1 0 0 0 0 0 PART II-B LINE 1 EXPLANATION: LEGISLATORS TO DISCUSS THE BUDGET PROCESS FOR THE OHIO HISTORICAL SOCIETY. X 0 X X X 0 472407 472407 1275713 397371 878342 2075697 1691787 383910 1734659 ACCRUED SALARIES & WAGES 949968 ACCRUED LEAVE LIABILITY 1118930 2068898 X 28100725 312328 312328 27788397 2108851 2108851 29897248 32204262 312328 312328 31891934 72113 72113 31964047 PART III, LINE 1A: COLLECTIONS & EXHIBITS: PURCHASED AND CONTRIBUTED HISTORICAL COLLECTIONS, EXHIBITS, AND PROPERTIES ARE NOT INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION. NO AMOUNTS ARE INCLUDED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS FOR THESE CONTRIBUTED ITEMS BECAUSE REASONABLE ESTIMATES OF VALUE ARE GENERALLY NOT AVAILABLE DUE TO THE NATURE OF THE OBJECTS. DONATED ITEMS FALL IN THE CATEGORY OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS. THE ORGANIZATION DOES NOT CAPITALIZE ITS ARTIFACTS, COLLECTIONS AND HISTORICAL PROPERTIES. THE ORGANIZATION'S HISTORICAL COLLECTIONS CONSIST OF APPROXIMATELY 1,900,000 ARTIFACTS AND PROPERTIES DIVIDED INTO THREE BROAD CATEGORIES: ARCHAEOLOGY, NATURAL HISTORY, AND HISTORY. THE ARCHAEOLOGICAL COLLECTION CONTAINS OBJECTS FROM ALL PREHISTORIC CULTURES IN THE MIDWEST. THE NATURAL HISTORY COLLECTIONS PRESERVE REPRESENTATIVE SPECIMENS OF MINERAL, FLORA FAUNA AND FOSSILS FROM THE REGION THAT IS NOW OHIO. THE HISTORY COLLECTION DOCUMENTS THE PEOPLE, EVENTS AND ACTIVITIES OF OHIO'S HISTORIC PERIOD FROM 1650 TO THE PRESENT. THE LIBRARY CONTAINS ONE OF THE LARGEST COLLECTIONS OF OHIO- RELATED BOOKS, MICROFILM, MANUSCRIPTS, MAPS, STATE AND LOCAL GOVERNMENT RECORDS, NEWSPAPERS, PHOTOGRAPHS, FILMS, VIDEOS, AND RECORDINGS. THE ORGANIZATION HAS A FORMAL COLLECTION POLICY THAT ADDRESSES THE ACQUISITION, USE AND DISPOSITION OF OBJECTS AS WELL AS GUIDELINES FOR MAKING AND RECEIVING LOANS. THE ORGANIZATION HAD NO MATERIAL DEACCESSIONS DURING THE YEARS ENDED JUNE 30, 2023 AND 2022. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, CERTAIN BUSINESS ACTIVITIES OF THE ORGANIZATION MAY BE SUBJECT TO FEDERAL INCOME TAXES. NO PROVISION FOR FEDERAL TAXES WAS NECESSARY FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE ORGANIZATION TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. MANAGEMENT BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 8,346. COGS OTHER COSTS 303,982. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS 2,108,851. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 8,346. COGS OTHER COSTS 303,982. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION ACQUISITIONS 72,113. PART II LINE 9 THE ORGANIZATION DOES NOT INCLUDE THE VALUE OF CONSERVATION EASEMENTS IN ITS FINANCIAL STATEMENT NOR ARE THEY INCLUDED IN THE FOOTNOTES TO THE FINANCIAL STATEMENTS. 1 AKRON JEWISH COMMUNITY BOARD 750 WHITE POND DR AKRON OH 44320 341884695 501C3 7200 0 HOLOCAUST COMMISSION GRANT AUGUSTA CHIWY FOUNDATION 6345 HIBISCUS COURT WESTERVILLE OH 43081 473298867 501C3 7200 0 HOLOCAUST COMMISSION GRANT BOWLING GREEN STATE UNIVERSITY JEROME LIBRARY RM 205 BOWLING GREEN OH 43403 346402018 501C3 8000 0 OHIO HISTORY FUND GRANT CITY OF CINCINNATI 805 CENTRAL AVE STE 720 CINCINNATI OH 45202 314389673 501C3 9500 0 CERTIFIED LOCAL GOVERNMENTS GRANT CITY OF GREEN PO BOX 278 GREEN OH 44232 341668531 501C3 20374 0 CERTIFIED LOCAL GOVERNMENTS GRANT CLEVELAND RESTORATION SOCIETY 3751 PROSPECT AVE CLEVELAND OH 44115 237218767 501C3 28200 0 UNDERREPSENTED COMMUNITIES GRANT CONGREGATION BETH TIKVAH 6121 OLETANGY RIVER ROAD WORTHINGTON OH 43085 311069161 501C3 6000 0 HOLOCAUST COMMISSION GRANT CUYAHOGA COUNTY SOLDIERS AND SAILORS MONUMENT 3 PUBLIC SQUARE CLEVELAND OH 44114 341695088 501C3 10450 0 MONUMENT SITE IMPROVEMENTS DARKE COUNTY PARK DISTRICT 4267 SR 502 WEST GREENVILLE OH 45331 314389673 501C3 11891 0 OHIO HISTORY FUND GRANT DELAWARE COUNTY CULTURAL ARTS CENTER 190 W WINTER ST DELAWARE OH 43015 311167624 501C3 20000 0 CERTIFIED LOCAL GOVERNMENTS GRANT DIVERSE MEDIA ZONE 1894 MERRYHILL DRIVE COLUMBUS OH 43219 311290955 501C3 7699 0 OHIO HISTORY FUND GRANT FAIRFIELD HOMES INC 603 W WHEELING ST LANCASTER OH 43130 314363257 501C3 12000 0 PIPELINE GRANT JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 501C3 7200 0 HOLOCAUST COMMISSION GRANT KOL ISRAEL FOUNDATION INC 3681 SOUTH GREEN RD SUITE 306 BEACHWOOD OH 44139 341439802 501C3 7200 0 HOLOCAUST COMMISSION GRANT LORAIN HISTORICAL SOCIETY 329 W 10TH STREET LORAIN OH 44052 341441551 501C3 12000 0 CLG, HISTORY FUND, AND PIPINE GRANTS MAGNIFICAT HIGH SCHOOL 20770 HILLIARD BLVD ROCKY RIVER OH 44116 340808575 501C3 7200 0 HOLOCAUST COMMISSION GRANT MALTZ MUSEUM OF JEWISH HERITAGE 2929 RICHMOND RD BEECHWOOD OH 44122 043684531 501C3 7200 0 HOLOCAUST COMMISSION GRANT MARION COUNTY FEDERATION OF WOMEN'S CLUBS 1126 EAST CENTER STREET MARION OH 43302 316049613 501C3 5625 0 OHIO HISTORY FUND GRANT MUSKINGUM UNIVERSITY 260 STADIUM DR NEW CONCORD OH 43762 314379515 501C3 7200 0 HOLOCAUST COMMISSION GRANT NATIONAL AVIATION HALL OF FAME 110 SPAATZ STREET DAYTON OH 45433 237117952 501C3 8000 0 OHIO HISTORY FUND GRANT OHIO HISTORICAL SOCIETY FOUNDATION 800 E 17TH AVENUE COLUMBUS OH 43211 311089327 501C3 52000 0 CONESTOGA'S GIFT TO POINDEXTER VILLAGE OHIO LOCAL HISTORY ALLIANCE 800 E 17TH AVENUE COLUMBUS OH 43211 341305772 501C3 6358 0 DIGITIZATION GRANTS OHIO STATE UNIVERSITY 230 W 17 ST 106 DULLES HALL COLUMBUS OH 43210 316025986 501C3 7200 0 HOLOCAUST COMMISSION GRANT OVER THE RHINE MUSEUM PO BOX 14026 CINCINNATI OH 45240 475262845 501C3 8143 0 OHIO HISTORY FUND GRANT PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVE 200 CLEVELAND OH 44115 237304942 501C3 12000 0 OHIO HISTORY FUND GRANT THE CENTER FOR HOLOCAUST & HUMANITY EDUCATION 1301 WESTER AVE SUITE 2101 CINCINNATI OH 45203 205090993 501C3 7200 0 HOLOCAUST COMMISSION GRANT WYSO-FM 931 ANTIOCH UNIVERISTY 150 E SOUTH COLLEGE ST YELLOW SPRINGS OH 45387 261672457 501C3 6120 0 OHIO HISTORY FUND GRANT YOUNGSTOWN AREA JEWISH FOUNDATION 505 GYPSY LANE YOUNGSTOWN OH 44504 340718492 501C3 7200 0 HOLOCAUST COMMISSION GRANT PART I LINE 2 TO MONITOR THE CERTIFIED LOCAL GOVERNMENT GRANTS, THE ORGANIZATION REQUIRES A COMPLETED APPLICATION REQUESTING GRANT FUNDS FROM THE CERTIFIED LOCAL GOVERNMENT. THE GRANTS SELECTION COMMITTEE THEN MAKES RECOMMENDATIONS FOR AWARDING THE GRANT FUNDS. AN AWARD LETTER IS THEN ISSUED AND THE RECIPIENT HAS TWO WEEKS TO DETERMINE IF THERE ARE ANY CHANGES TO THEIR WORK PLAN OR MATCH PRIOR TO DEVELOPING A CONTRACT. THE RECIPIENT AND THE ORGANIZATION THEN WORK THROUGH A PROCESS TO DEVELOP THE CONTRACT BY WHICH THE RECIPIENT AND THE ORGANIZATION ARE BOUND. ALL THE CERTIFIED LOCAL GOVERNMENT GRANTS MUST PRODUCE A PRODUCT OF SOME KIND. THEREFORE, THE MONITORING OF THE PRODUCT DEVELOPMENT IS DEPENDENT UPON THE PROJECT TYPE. THIS INCLUDES SUBMISSION OF SPECIFICATIONS PRIOR TO WORK, PROGRESS OR DRAFT REPORTS SUBMITTED, AND FINAL REPORTS ALONG WITH A VARIETY OF COMPLETED FORMS DEPENDING ON THE PROJECT. EACH GRANT/PROJECT IS SIGNIFICANTLY MONITORED TO ENSURE THAT THE PRODUCT OR WORK MEETS THE SECRETARY OF THE INTERIOR'S STANDARDS. THE HISTORY FUND IS ABOUT PRESERVING AND SHARING OHIO'S HERITAGE BY SUPPORTING LOCAL PROJECTS AND PROGRAMS THAT STRENGTHEN OHIO HISTORY. THE HISTORY FUND IS A COMPETITIVE MATCHING GRANTS PROGRAM THAT IS ONE OF FOUR "TAX CHECK-OFF" FUNDS FOUND ON OHIO'S INCOME TAX FORMS AND FUNDED ENTIRELY THROUGH OHIO TAXPAYER'S VOLUNTARY CONTRIBUTIONS. X 1 1 X X 0 0 0 0 0 0 0 0 0 LOX LOGAN EXECUTIVE DIRECTOR & CEO - FORMER 266838 0 0 0 0 0 28924 0 1549 0 297311 0 0 0 MEGAN WOOD EXECUTIVE DIRECTOR & CEO 158902 0 0 0 0 0 17690 0 3215 0 179807 0 0 0 JEFFREY WARD CHIEF FINANCIAL OFFICER 148216 0 0 0 0 0 15830 0 0 0 164046 0 0 0 PART I LINE 1A: THE ORGANIZATION PAYS FOR THE EXECUTIVE DIRECTOR AND KEY SENIOR EMPLOYEES. THE BUSINESS PURPOSE OF SUCH PAYMENTS IS TO PROVIDE THESE INDIVIDUALS WITH A MEETING PLACE AND OPPORTUNITIES FOR NETWORKING. THE PAYMENTS ARE NOT INCLUDED AS ADDTIONAL COMPENSATION AS THE MEMBERSHIP IS USED FOR BUSINESS PURPOSES. COMPENSATION FOR THE EXECUTIVE DIRECTOR AND KEY SENIOR EMPLOYEES IS DETERMINED BY SALARY COMPARABILITY DATA BASED ON ORGANIZATIONAL DATA AND OTHER NON-PROFIT COMPENSATION REPORTS. X VOLUNTEER HOURS 31604 1004998 FMV 0 1 0 PART I, COLUMN (B): PART I LINE 25: A SUBSTANTIAL NUMBER OF INDIVIDUALS HAVE MADE SIGNIFICANT CONTRIBUTIONS OF SERVICES OF THEIR TIME TO THE ORGANIZATION'S PROGRAM. THE NUMBER OF VOLUNTEER HOURS WAS 31,604 AND THE ESTIMATED VALUE IS $1,004,998. FORM 990, PART III, LINE 1: THE MISSION OF THE OHIO HISTORICAL SOCIETY IS TO HELP PEOPLE CONNECT WITH OHIO'S PAST IN ORDER TO UNDERSTAND THE PRESENT AND CREATE A BETTER FUTURE. TO THAT END, THE SOCIETY CONDUCTS PROGRAMS THAT IDENTIFY, AUTHENTICATE, COLLECT, PRESERVE, EDUCATE AND INTERPRET RECORDS, OBJECTS AND PLACES RELATED TO THE STATE OF OHIO'S PRE-HISTORY, HISTORY AND NATURAL HISTORY AND PUBLISHES A MAGAZINE AND PAMPHLETS. THE SOCIETY HAS BEEN AUTHORIZED AND DIRECTED BY NUMEROUS ACTS OF THE GENERAL ASSEMBLY OF OHIO TO PERFORM CERTAIN FUNCTIONS SUCH AS MANAGE THE STATE'S HISTORIC PRESERVATION PROGRAM, SUPERVISE THE STATE ARCHIVES AND MAJOR HISTORY LIBRARY, AND ACT AS CUSTODIAN AND ADMINISTRATOR OF CERTAIN HISTORIC SITES OWNED BY THE STATE. THE SOCIETY OPERATES SEVERAL MUSEUMS AND SITES THROUGHOUT THE STATE. FORM 990, PART VI, SECTION A, LINE 6 THE OHIO HISTORY CONNECTION OFFERS 5 LEVELS OF MEMBERSHIP; INDIVIDUAL, DUO, HOUSEHOLD, PLUS AND PREMIUM. ALL CATEGORIES OF MEMBERSHIPS INCLUDE A VARIETY OF STANDARD BENEFITS AND/OR SPECIAL BENEFITS DEPENDING ON THE MEMBERSHIP TYPE. EACH MEMBERSHIP ALSO INCLUDES THE RIGHT TO VOTE IN THE ANNUAL BOARD OF TRUSTEES ELECTION. FORM 990, PART VI, SECTION A, LINE 7A THE OHIO HISTORICAL SOCIETY IS GOVERNED BY A BOARD OF TRUSTEES COMPRISED OF UP TO 21 MEMBERS SERVING THREE YEAR STAGGERED TERMS. NINE MEMBERS OF THE BOARD ARE ELECTED BY THE SOCIETY'S MEMBERSHIP, NINE MEMBERS ARE APPOINTED BY THE GOVERNOR OF THE STATE OF OHIO, AND THREE MEMBERS ARE APPOINTED BY THE SOCIETY'S BOARD. EVERY YEAR, THE MEMBERS OF THE OHIO HISTORICAL SOCIETY VOTE ON THREE NEW DIRECTORS TO REPLACE THE THREE DIRECTORS WHOSE THREE YEAR TERMS HAVE BEEN COMPLETED. EVERY MEMBERSHIP IN THE OHIO HISTORICAL SOCIETY HAS ONE VOTE IN THIS ANNUAL ELECTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE FORM 990 IS THEN REVIEWED INTERNALLY BY THE TRUSTEESHIP AND GOVERNANCE COMMITTEE AND UPPER MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AND REVIEWS THE CONFLICT OF INTEREST POLICY WITH THESE INDIVIDUALS ANNUALLY. EACH INDIVIDUAL IS REQUIRED TO MAINTAIN THE HIGHEST STANDARDS, BY PROMPT DISCLOSURE, OR SUBMISSION FOR REVIEW, OF ANY SITUATION OR CIRCUMSTANCE, WHETHER OR NOT COVERED BY THE CODE OF ETHICS, THAT COULD DEVELOP INTO A POSSIBLE CONFLICT OF INTEREST OR MIGHT BE INCONSISTENT WITH THE PHILOSOPHY AND PRINCIPLES OF THE CODE OF ETHICS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE COMPENSATION COMMITTEE, WHICH IS MADE UP OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABILITY INFORMATION FROM CHARITY NAVIGATOR, GUIDESTAR NON-PROFIT COMPENSATION REPORT, AND OTHER SOURCES IS USED IN DETERMINING THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY SALARY COMPARABILITY DATA BASED ON ORGANIZATIONAL DATA AND OTHER NON-PROFIT COMPENSATION REPORTS. FORM 990, PART VI, SECTION C, LINE 19 OHIO HISTORICAL SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM PRIOR YEARS. OHIO HISTORICAL SOCIETY FOUNDATION 800 E 17TH AVE COLUMBUS OH 43211 311089327 SEE PART VII OH 501(C)(3) 509(A)(3) TYPE 1 OHIO HISTORICAL SOCIETY 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 OHIO HISTORICAL SOCIETY FOUNDATION C 2108851 FMV OHIO HISTORICAL SOCIETY FOUNDATION M COST OHIO HISTORICAL SOCIETY FOUNDATION B FMV PART II, LINE 1 PRIMARY ACTIVITY: ASSISTS THE OHIO HISTORICAL SOCIETY IN ITS ACTIVITIES.