2024-10-16T09:01:43-07:00 2024-06-30 990 2023-07-01 310726223 WORTHINGTON HISTORICAL SOCIETY INC WORT 6148851247 50 West New England Avenue Worthington OH 43085 Kate LaLonde Director 6148851247 2024-10-16 1 2023 2024-10-15 13:58:12Z Worthington Historical Society 50 West New England Avenue Worthington OH 43085 150025 0 X worthingtonhistory.org X 1963 OH Preservation of the three historical properties, artifacts and information. Education of the general public about the history of the City of Worthington through museums, exhibits, tours, social media and online presence, along with special events. 11 11 3 120 0 127548 98184 128102 13736 15707 2482 6216 0 0 114402 150025 0 0 0 0 45082 50502 0 0 0 47576 70860 92658 121362 21744 28663 2111350 2284972 0 0 2111350 2284972 Preservation of the three historical properties, artifacts and information. Education of the general public about the history of the City of Worthington through museums, exhibits, tours, social media and online presence, along with special events. 0 0 49413 893 Preservation and maintenance of three historical properties and collections. Both the Orange Johnson House (High St.) and Old Rectory (New England Ave.) are open to the public. The Orange Johnson House was built in 1811 and the Old Rectory was built in 1845. Both buildings have a long history of service to the City of Worthington. The H.P. Jeffers Mound is considered to be the oldest manmade structure in Worthington, dating back to the time frame 100 B.C. to 400 A.D constructed by people of the Hopewell culture. All three properties are on the National Register of Historic Places. Each of the three properties require significant financial investment to maintain and preserve for future generations. 7525 5079 Education about Worthington history, participation in Worthington Market Day activities, third grade school week where students from all of the Worthington elementary schools are given lessons on city history on the Historic Worthington Village Green and at the Orange Johnson House. Frequent open houses at the Orange Johnson House that illustrate pioneer lifestyles. Several educational programs throughout the year with walking tours, bus tours, and ghost tours about Worthington history including buildings, events and people who lived in Worthington. 0 0 0 56938 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 1 0 0 0 0 0 0 0 0 X 11 11 1 0 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X John E Mueller 6148851247 50 West New England Avenue Worthington OH 43085 Katherine LaLonde Executive Director 30 0 X X X 35597 0 0 Sarah O'Bryan Staff Assistant 8 0 X 6656 0 0 Margaret Lawrence Staff Assistant 4 0 X 3978 0 0 Susan Whitaker Curator 20 0 X 0 0 0 Charles Warner Parlimentarian 1 0 X 0 0 0 David Hahm At Large Board Member 1 0 X 0 0 0 Karen Coleman At Large Board Member 1 0 X 0 0 0 Rosanne Nagel At Large Board Member 1 0 X 0 0 0 John Snouffer At Large Board Member 2 0 X 0 0 0 Jutta Pegues Board President 10 0 X 0 0 0 John Mueller Treasurer 5 0 X 0 0 0 Frank Shepherd VP Facilities 5 0 X 0 0 0 Steffanie Haueisen VP Education 8 0 X 0 0 0 46231 0 0 0 0 0 0 0 0 10334 26229 0 45000 46539 0 128102 Doll Museum Tours & Donations 712110 3818 3818 0 0 Orange Johnson House Tours 712120 893 893 0 0 Historical City Tours 712100 3624 3624 0 0 Miscellaneous Educational Events 712100 2228 2228 0 0 Friends of the Mound Fund 712120 5144 5144 0 0 0 0 0 0 15707 6216 6216 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25674 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 150025 21923 0 0 0 0 0 0 0 0 0 0 43586 0 43586 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6916 0 6916 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4860 0 4860 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9062 0 9062 0 Education Expenses 2241 2241 0 0 Property Maintenance 49413 49413 0 0 Events and Tours 1414 1414 0 0 Programs 3870 3870 0 0 121362 56938 64424 0 15644 25914 194804 228735 0 0 0 0 0 0 0 0 0 0 0 0 0 0 834346 0 834346 834346 0 1066556 1195977 2111350 2284972 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 2111350 2284972 2111350 2284972 2111350 2284972 X 28663 129421 0 0 0 15538 X 0 0 0 X 101432 83236 181966 98183 128102 592919 54292 26146 11836 13736 15652 121662 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 155724 109382 193802 111919 143754 714581 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 714581 764 528 520 2482 5309 9603 0 0 0 0 0 0 764 528 520 2482 5309 9603 0 0 0 0 0 0 0 0 0 0 0 0 156488 109910 194322 114401 149063 724184 0.98674 0.99225 0.01326 0.00775 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127548 834346 0 834346 X X X 0 246900 0 246900 313400 0 0 313400 0 0 0 0 0 0 0 0 274046 0 0 274046 834346 End of Year Market Value 1195977 F 1195977 Schedule D, Part III, Line 4 Historical artifacts from the 19th and 20th centuries are displayed in our museums at 50 W. New England Ave and 956 High Street in Worthington, Ohio. In addition artifacts are displayed at the Worthington Public Library and other Worthington locations. The artifacts illustrate life over time and how the community has developed and grown. The Society also owns a plot of land containing a Hopewell Mound dating back to 100 B.C. to 400 A.D. Finally the Doll Museum collections illustrate the history of toys, fashion and play. Toys from varying times and places reflect a culture's values and societal norms, proving insight into history. Schedule D, Part VI, Line 1a Values for land, buildings and collections were obtained from the previous year form 990. Annual Fundraiser (Mailing) 25674 0 25674 0 0 0 0 0 0 0 0 25674 0 25674 0 0 0 0 0 0 0 25674 Form 990, Part VI, Section A, Line 2 The Executive Director is the daughter of a Board of Trustees member/Curator Form 990, Part VI, Section A, Line 4 The Historical Society made changes to our Bylaws and Regulations, which were approved by our membership at our Annual Meeting in June 2023. Form 990, Part VI, Section A, Line 6 The organization has members. Form 990, Part VI, Section A, Line 7a The Society has hundreds of dues-paying members, including the Board of Trustees, and all members vote annually on Board Members and Officers. Form 990, Part VI, Section A, Line 7b Members must vote on any changes to the Regulations and Bylaws at a meeting of the membership. Form 990, Part VI, Section A, Line 8b No committee has the authority to act on behalf of the Board of Trustees. Form 990, Part VI, Section B, Line 11b The Finance Committee reviews the tax return prior to board review. The treasurer makes available a copy of the tax return to board members prior to submission of the return for board approval. Form 990, Part VI, Section B, Line 12c Any potential conflict of interest must be brought before the board in disclosure. Form 990, Part VI, Section B, Line 15 The Board of Trustees appoints a committee to review the job description of the three part-time employees (Executive Director and 2 staff assistants) and makes recommendations on any job duties and salaries. No fringe benefits are provided to the employees by the Society. The Board of Trustees considers the recommendations of the committee and makes its decisions, which are recorded in the meeting minutes. Compensation for each employee is discussed yearly. Form 990, Part VI, Section C, Line 19 The governing documents and financial statements would be made available upon request. Form 990, Part XI, Line 9 This bank account was managed by a volunteer group to support the Society and was managed on a different reporting system. After review of our policies, this account was moved to the Society's balance sheet to more accurately represent a clear picture of all of the Society's assets.