OHIO HISTORY CONNECTION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OHIO HISTORY CONNECTION (EIN 31-4389673)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202311329349307621
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T14:48:38-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341310124PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REA & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15775 PERIMETER DRIVE - STE 200AddressLine1Txt
CityDUBLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP430173224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN314389673EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6142972300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432112474ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY K WARDPersonNm
Person TitleCFOPersonTitleTxt
Phone6142972300PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastWARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA DUNKLE CPAPreparerPersonNm
PTINP01380769PTIN
Phone6148898725PhoneNum
Preparation2023-05-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORY CONNECTIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerLOX A LOGANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432112474ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,946,873GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OHIOHISTORY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1885FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionIDENTIFY, AUTHENTICATE, COLLECT, PRESERVE, AND INTERPRET OHIO'S HISTORY.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee241TotalEmployeeCnt
Total Volunteers360TotalVolunteersCnt
Total Gross UBI$109,449TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,779NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$24,923,926PYContributionsGrantsAmt
CY Contributions Grants$28,127,819CYContributionsGrantsAmt
PY Program Service Revenue$893,147PYProgramServiceRevenueAmt
CY Program Service Revenue$1,172,215CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$123,913PYOtherRevenueAmt
CY Other Revenue$315,184CYOtherRevenueAmt
PY Total Revenue$25,940,986PYTotalRevenueAmt
CY Total Revenue$29,615,218CYTotalRevenueAmt
PY Grants And Similar Paid$476,061PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$425,210CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,328,516PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,964,408CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$683,848CYTotalFundraisingExpenseAmt
PY Other Expenses$12,063,773PYOtherExpensesAmt
CY Other Expenses$12,945,559CYOtherExpensesAmt
PY Total Expenses$25,868,350PYTotalExpensesAmt
CY Total Expenses$28,335,177CYTotalExpensesAmt
PY Revenues Less Expenses$72,636PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,280,041CYRevenuesLessExpensesAmt
Total Assets BOY$7,345,353TotalAssetsBOYAmt
Total Assets EOY$8,564,141TotalAssetsEOYAmt
Total Liabilities BOY$10,105,244TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,043,991TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$2,759,891NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$1,479,850NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,851,896ExpenseAmt
Grant$20,233GrantAmt
Revenue$1,112,490RevenueAmt
DescSITE 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,186,119ExpenseAmt
DescCAPITAL PROJECTS - PLAN, DESIGN AND REHABILITATE EXISTING SITES AND EXHIBITS AS WELL AS PLAN, DESIGN AND CONSTRUCT NEW SITES AND EXHIBITS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,893,904ExpenseAmt
Grant$384,677GrantAmt
DescHISTORIC PRESERVATION - ADMINISTER THE STATE HISTORICAL PRESERVATION OFFICE UNDER PROVISIONS OF THE NATIONAL HISTORICAL PRESERVATION ACT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,007,653ExpenseAmt
Grant$20,300GrantAmt
Revenue$265,460RevenueAmt
DescSTATE 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.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,007,653TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$20,300TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$265,460TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$23,939,572TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document176IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee241EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY K WARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6142972300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432112474ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndInstitutional TrusteeInstitutionalTrusteeInd
THOMAS V CHEMA
PRESIDENT4.00Yes (X)$0$0$0
JAMES F DICKE II
VICE PRESIDENT4.00Yes (X)$0$0$0Yes (X)
CHARLEY MOSES
VICE PRESIDENT4.00Yes (X)$0$0$0Yes (X)
BETTY WEIBEL
VICE PRESIDENT4.00Yes (X)$0$0$0Yes (X)
MELODY YOUNG
SECRETARY4.00Yes (X)$0$0$0Yes (X)
JON ELSASSER
TREASURER4.00Yes (X)$0$0$0Yes (X)
ANN BAIR
TRUSTEE1.00Yes (X)$0$0$0
C ELLEN CONNALLY
TRUSTEE1.00Yes (X)$0$0$0
CHIEF BILLY FRIEND
TRUSTEE1.00Yes (X)$0$0$0
JB HADDEN
TRUSTEE1.00Yes (X)$0$0$0
ALEX HASTIE
TRUSTEE1.00Yes (X)$0$0$0
RICH HILLIS
TRUSTEE1.00Yes (X)$0$0$0
R ANTHONY JOSEPH
TRUSTEE1.00Yes (X)$0$0$0
SUHAS KAKDE
TRUSTEE1.00Yes (X)$0$0$0
BOB LUCAS
TRUSTEE1.00Yes (X)$0$0$0
JEN MILLER
TRUSTEE1.00Yes (X)$0$0$0
ROBERT ROACH
TRUSTEE1.00Yes (X)$0$0$0
HEIDI SAMUEL
TRUSTEE1.00Yes (X)$0$0$0
GREGORY SIMPSON
TRUSTEE1.00Yes (X)$0$0$0
GUADELUPE VELASQUEZ
TRUSTEE1.00Yes (X)$0$0$0
GRANT DOUGLASS
EMERITUS TRUSTEE1.00Yes (X)$0$0$0
PATRICIA ELDREDGE
EMERITUS TRUSTEE1.00Yes (X)$0$0$0
LUCY M PORTER
EMERITUS TRUSTEE1.00Yes (X)$0$0$0
MIKE DEWINE
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
MATT HUFFMAN
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
KENNY YUKO
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
ROBERT L CUPP
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
ALLISON RUSSO
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
CHRISTY DAVIS
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
DR DAVID STANLEY
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
RANDY GARDNER
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
MICHAEL WOYTEK
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
DR STEPHANIE SIDDENTS
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
LYDIA MIHALIK
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
LAURA P BATTOCLETTI
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
SUHAS KAKDE
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
LOX A LOGAN
CHIEF EXECUTIVE OFFICER40.00$291,982$0$47,919Yes (X)
BENJAMIN D GARCIA
DEPUTY EXEC DIR & CHIEF LEARNING OFFICER40.00$133,869$0$18,900Yes (X)
JEFFREY K WARD
CHIEF FINANCIAL OFFICER40.00$147,133$0$20,613Yes (X)
ANN E RUEGE
CHIEF DEVELOPMENT OFFICER40.00$102,302$0$14,628Yes (X)
JAMISON D PACK
CHIEF MARKETING OFFICER40.00$127,256$0$2,253Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$802,542TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$104,313TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
QUALITY MASONRY COMPANY INC
1001 S PROSPECT ST STE 101MARIONOH43302CONSTRUCTION$631,541
BUCKEYE CONSTRUCTION & RESTORATION LTD
405 WATERTOWN ROADWATERFORDOH45786CONSTRUCTION$576,054
VECTOR SECURITY INC
790 MORRISON ROADGAHANNAOH43230SECURITY INSTALL AND MONITORING$523,415
MARKER CONSTRUCTION
2084 US 68 SOUTHBELLEFONTAINEOH43311CONSTRUCTION$338,666
PHINNEY INDUSTRIAL SERVICE & MAINTENANCE
700 HADLEY DRIVECOLUMBUSOH43228ROOFING SERVICES$263,107
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Membership Dues$389,210MembershipDuesAmt
Related Organizations$3,006,852RelatedOrganizationsAmt
Government Grants$23,356,023GovernmentGrantsAmt
All Other Contributions$1,375,734AllOtherContributionsAmt
Noncash Contributions$818,515NoncashContributionsAmt
Total Contributions$28,127,819TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PUBLIC SERVICES, EVENTS, & RESEAR900099$626,419$626,419
ADMISSIONS & PARKING812930$448,931$448,931
OTHER REVENUES900099$96,865$96,865
FieldValueIRS element (for citing)
Total Program Service Revenue$1,172,215TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$67,867RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$100,678RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$32,811RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$32,811TotalRevenueColumnAmt
Related Or Exempt Func Income-$32,811RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$469,523GrossSalesOfInventoryAmt
Cost Of Goods Sold$230,977CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$238,546TotalRevenueColumnAmt
Related Or Exempt Func Income$238,546RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFACILITIES USEDesc
Business722320BusinessCd
Total Revenue Column$109,449TotalRevenueColumnAmt
Unrelated Business Revenue$109,449UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$109,449OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,615,218TotalRevenueColumnAmt
Related Or Exempt Func Income$1,377,950RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$109,449UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$425,210TotalAmt
Program Services$425,210ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$923,221TotalAmt
Program Services$757,563ProgramServicesAmt
Management And General$129,564ManagementAndGeneralAmt
Fundraising$36,094FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,663,440TotalAmt
Program Services$8,747,385ProgramServicesAmt
Management And General$1,498,577ManagementAndGeneralAmt
Fundraising$417,478FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,424,406TotalAmt
Program Services$1,168,817ProgramServicesAmt
Management And General$199,900ManagementAndGeneralAmt
Fundraising$55,689FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,802,640TotalAmt
Program Services$1,478,359ProgramServicesAmt
Management And General$253,625ManagementAndGeneralAmt
Fundraising$70,656FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$150,701TotalAmt
Program Services$123,660ProgramServicesAmt
Management And General$21,149ManagementAndGeneralAmt
Fundraising$5,892FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$76,581TotalAmt
Program Services$56,443ProgramServicesAmt
Management And General$19,408ManagementAndGeneralAmt
Fundraising$730FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,053TotalAmt
Program Services$33,206ProgramServicesAmt
Management And General$11,418ManagementAndGeneralAmt
Fundraising$429FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,853,267TotalAmt
Program Services$1,365,921ProgramServicesAmt
Management And General$469,691ManagementAndGeneralAmt
Fundraising$17,655FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$216,238TotalAmt
Program Services$104,189ProgramServicesAmt
Management And General$108,258ManagementAndGeneralAmt
Fundraising$3,791FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$77,352TotalAmt
Program Services$67,442ProgramServicesAmt
Management And General$9,144ManagementAndGeneralAmt
Fundraising$766FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,488,413TotalAmt
Program Services$2,015,529ProgramServicesAmt
Management And General$461,069ManagementAndGeneralAmt
Fundraising$11,815FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$156,475TotalAmt
Program Services$75,394ProgramServicesAmt
Management And General$78,338ManagementAndGeneralAmt
Fundraising$2,743FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$209,745TotalAmt
Program Services$179,564ProgramServicesAmt
Management And General$30,181ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$395,446TotalAmt
Program Services$322,490ProgramServicesAmt
Management And General$71,133ManagementAndGeneralAmt
Fundraising$1,823FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONSTRUCTION$3,514,991$3,514,991
SITE MANAGEMENT$1,416,888$1,416,888
DONATED MATERIALS & SER$830,377$830,377
PROGRAM AND OTHER SUPPL$598,185$521,547$70,714$5,924

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,066,548TotalAmt
Program Services$734,597ProgramServicesAmt
Management And General$279,588ManagementAndGeneralAmt
Fundraising$52,363FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,335,177TotalAmt
Program Services$23,939,572ProgramServicesAmt
Management And General$3,711,757ManagementAndGeneralAmt
Fundraising$683,848FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,685,605BOYAmt
EOY$3,031,380EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$633,203BOYAmt
EOY$940,493EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,830,133BOYAmt
EOY$2,427,885EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$355,765BOYAmt
EOY$264,254EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$117,820BOYAmt
EOY$126,431EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,098,685LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,324,987LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,722,827BOYAmt
EOY$1,773,698EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,345,353BOYAmt
EOY$8,564,141EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,626,469BOYAmt
EOY$5,563,710EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,099,128BOYAmt
EOY$2,382,077EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,379,647BOYAmt
EOY$2,098,204EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,105,244BOYAmt
EOY$10,043,991EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$2,896,134BOYAmt
EOY-$1,616,093EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$136,243BOYAmt
EOY$136,243EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$2,759,891BOYAmt
EOY-$1,479,850EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,345,353BOYAmt
EOY$8,564,141EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,280,041ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,747,807CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,992,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,241,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,909,644CurrentTaxYearMinus1YearAmt
Current Tax Year$23,745,233CurrentTaxYearAmt
Total$108,635,950TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,747,807CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,992,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,241,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,909,644CurrentTaxYearMinus1YearAmt
Current Tax Year$23,745,233CurrentTaxYearAmt
Total$108,635,950TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$108,635,950PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,561CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$11,375TotalAmt
FieldValueIRS element (for citing)
Total Support$108,647,325TotalSupportAmt
Gross Receipts Rltd Activities$11,375GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99990PublicSupportCY170Pct
Public Support PY1700.99980PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$23,434DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$23,434TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B LINE 1 EXPLANATION:FormAndLineReferenceDesc
ExplanationLEGISLATORS TO DISCUSS THE BUDGET PROCESS FOR THE OHIO HISTORICAL SOCIETY.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements7TotalEasementsCnt
Total Acreage32.00TotalAcreageCnt
Historic Structure Easements6HistoricStructureEasementsCnt
Historic Strctr Easements Aftr1HistoricStrctrEasementsAftrCnt
Modified Easements1ModifiedEasementsCnt
Written Policy Monitoring0WrittenPolicyMonitoringInd
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$472,144OtherCostOrOtherBasisAmt
Book Value$472,144BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,267,796OtherCostOrOtherBasisAmt
Depreciation$182,694DepreciationAmt
Book Value$1,085,102BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,358,745OtherCostOrOtherBasisAmt
Depreciation$2,142,293DepreciationAmt
Book Value$216,452BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,773,698TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED SALARIES & WAGES$1,075,211
ACCRUED LEAVE LIABILITY$1,022,993
FieldValueIRS element (for citing)
Total Liability$2,098,204TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,940,022TotalRevEtcAuditedFinclStmtAmt
Other Revenue$331,656OtherRevenueAmt
Revenue Not Reported$331,656RevenueNotReportedAmt
Revenue Subtotal$26,608,366RevenueSubtotalAmt
Other Revenues Not Included$3,006,852OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,006,852RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,615,218TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,520,150TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$331,656OtherExpensesIncludedAmt
Expenses Not Reported$331,656ExpensesNotReportedAmt
Expenses Subtotal$28,188,494ExpensesSubtotalAmt
Other Expenses Not Included$146,683OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$146,683ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,335,177TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2022 AND 2021.
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, 2022 AND 2021. 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 230,977. COGS OTHER COSTS 100,679.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INTERCOMPANY TRANSFERS 3,006,852.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 230,977. COGS OTHER COSTS 100,679.
PART XII, LINE 4B - OTHER ADJUSTMENTS:COLLECTION ACQUISITIONS 146,683.
PART II LINE 9THE ORGANIZATION DOES NOT INCLUDE THE VALUE OF CONSERVATION EASEMENTS IN ITS FINANCIAL STATEMENT NOR ARE THEY INCLUDED IN THE FOOTNOTES TO THE FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
122 WEST AUGLAIZE ASSOCIATES LLC
407 S BLACKHOOF STWAPOKONETAOH45895861988746501C3$5,614$0GENERAL SUPPORT
CITY OF ATHENS
8 EAST WASHINGTON STATHENSOH45701316400218501C3$21,100$0GENERAL SUPPORT
CITY OF BARBERTON
576 W PARK AVEBARBERTONOH44203346000188501C3$15,500$0GENERAL SUPPORT
CITY OF BARBERTON
576 W PARK AVEBARBERTONOH44203346000188501C3$12,000$0GENERAL SUPPORT
CITY OF CLEVELAND HEIGHTS
40 SEVERANCE CIRCLEVELAND HEIGHTSOH44118346000688501C3$25,060$0GENERAL SUPPORT
CITY OF HUDSON
1140 TEREX RDHUDSONOH44236346001453501C3$20,000$0GENERAL SUPPORT
CITY OF LORAIN
200 W ERIE AVE 6TH FLLORAINOH44052346001700501C3$18,000$0GENERAL SUPPORT
CITY OF SHAKER HEIGHTS
3400 LEE RDSHAKER HEIGHTSOH44120346002615501C3$18,389$0GENERAL SUPPORT
CITY OF SHAKER HEIGHTS
3400 LEE RDSHAKER HEIGHTSOH44120346002615501C3$25,160$0GENERAL SUPPORT
CLEVELAND RESTORATION SOCIETY
3751 PROSPECT STCLEVELANDOH44115237218767501C3$23,000$0GENERAL SUPPORT
CLEVELAND RESTORATION SOCIETY
3751 PROSPECT STCLEVELANDOH44115237218767501C3$30,160$0GENERAL SUPPORT
DOWNTOWN MARION INC
267 W CENTER ST 220MARIONOH43302263387758501C3$12,000$0GENERAL SUPPORT
DOWNTOWN TOLEDO DEVELOPMENT CORPORATION
300 MADISON AVE STE 0110TOLEDOOH43604060529307501C3$12,000$0GENERAL SUPPORT
FRIENDS OF CROWELL HILAKA
100 WANDLE AVEBEDFORDOH44146270780916501C3$7,625$0GENERAL SUPPORT
MARION COUNTY HISTORICAL SOCIETY
169 E CHURCH STMARIONOH43302237403820501C3$8,750$0GENERAL SUPPORT
MIAMI VALLEY PUBLIC MEDIA INC
150 E S COLLEGE STYELLOW SPRINGSOH45387830545108501C3$6,120$0GENERAL SUPPORT
OHIO HISTORICAL SOCIETY FOUNDATION
800 E 17TH AVECOLUMBUSOH43211311089327501C3$40,000$0GENERAL SUPPORT
OVER THE RHINE MUSEUM
PO BOX 14026CINCINNATIOH45240475262845501C3$8,143$0GENERAL SUPPORT
TRUMBULL COUNTY HISTORICAL SOCIETY
PO BOX 1907WARRENOH44482341412420501C3$6,023$0GENERAL SUPPORT
TURNER FOUNDATION
4 W MAIN ST STE 800SPRINGFIELDOH45502311711190501C3$12,000$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I LINE 2FormAndLineReferenceDesc
ExplanationTO 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LOX A LOGAN
CHIEF EXECUTIVE OFFICER$291,982$0$0$0$0$0$39,201$0$8,718$0$339,901$0$0$0
JEFFREY K WARD
CHIEF FINANCIAL OFFICER$147,133$0$0$0$0$0$19,762$0$851$0$167,746$0$0$0
BENJAMIN D GARCIA
DEPUTY EXEC DIR & CHIEF LEARNING OFF$133,869$0$0$0$0$0$18,900$0$0$0$152,769$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I LINE 1A:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAYS FOR THE DUES TO THE COLUMBUS METROPOLITAN CLUB FOR THE EXECUTIVE DIRECTOR, KEY EMPLOYEES, AND BOARD MEMBERS. THE BUSINESS PURPOSE OF SUCH PAYMENTS IS TO PROVIDE THESE INDIVIDUALS WITH A MEETING PLACE AND OPPORTUNITIES FOR NETWORKING. THE PAYMENTS OF CLUB DUES ARE NOT INCLUDED AS ADDTIONAL COMPENSATION AS THE MEMBERSHIP IS USED FOR BUSINESS PURPOSES. COMPENSATION FOR THE EXECUTIVE DIRECTOR, KEY EMPLOYEES, AND BOARD MEMBERS IS DETERMINED BY SALARY COMPARABILITY DATA BASED ON ORGANIZATIONAL DATA AND OTHER NON-PROFIT COMPENSATION REPORTS.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)VOLUNTEER HOURS27329$818,515FMV
Yes (X)OTHER MATERIALS0$7,557FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationPART 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 27,329 AND THE ESTIMATED VALUE IS $818,515. PART I LINE 26: THE ORGANIZATION OCCUPIES, WITHOUT CHARGE, CERTAIN ADMINSTRATIVE OFFICES OWNED BY THE STATE OF OHIO. THE ORGANIZATION ALSO RECEIVES IN-KIND CONTRIBUTIONS OF SERVICES AND MANTERIALS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 6THE 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 7ATHE OHIO HISTORICAL SOCIETY IS GOVERNED BY A BOARD OF TRUSTEES COMPRISED OF 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 11BTHE 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 12CTHE 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 15THE 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 19OHIO HISTORICAL SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 E 17TH AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43211ZIPCd
FieldValueIRS element (for citing)
EIN311089327EIN
Primary ActivitiesSEE PART VIIPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(3) TYPE 1PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
OHIO HISTORICAL SOCIETY FOUNDATION
C$3,006,852FMV
OHIO HISTORICAL SOCIETY FOUNDATION
M$423,613COST
OHIO HISTORICAL SOCIETY FOUNDATION
B$40,000FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 1FormAndLineReferenceDesc
ExplanationPRIMARY ACTIVITY: ASSISTS THE OHIO HISTORICAL SOCIETY IN ITS ACTIVITIES.ExplanationTxt

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