2025-05-15T09:35:16-05:00 2024-06-30 341310124 REA & ASSOCIATES INC 5400 FRANTZ RD SUITE 200 DUBLIN OH 43016 990 2023-07-01 314389673 OHIO HISTORICAL SOCIETY OHIO 6142972300 800 EAST 17TH AVE COLUMBUS OH 432112474 JEFFREY K WARD CFO 6142972300 2025-05-15 1 1 MELISSA DUNKLE CPA P01380769 6148898725 2025-05-12 2023 2025-03-06 01:10:19Z OHIO HISTORY CONNECTION MEGAN WOOD 800 EAST 17TH AVE COLUMBUS OH 432112474 40709367 0 X WWW.OHIOHISTORY.ORG X 1885 OH IDENTIFY, AUTHENTICATE, COLLECT, PRESERVE, AND INTERPRET OHIO'S HISTORY. 18 18 318 536 122132 0 28123628 38356269 1386613 1532532 -17808 5675 404815 535817 29897248 40430293 397093 1485156 0 0 17601199 18812114 0 0 779338 13965755 21393578 31964047 41690848 -2066799 -1260555 5713736 7512051 9260385 12319255 -3546649 -4807204 X SEE SCHEDULE O 0 0 19196118 802320 1532532 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. 10509456 439253 CAPITAL PROJECTS - PLAN, DESIGN AND REHABILITATE EXISTING SITES AND EXHIBITS AS WELL AS PLAN, DESIGN AND CONSTRUCT NEW SITES AND EXHIBITS. 3147833 131567 HISTORIC PRESERVATION - ADMINISTER THE STATE HISTORICAL PRESERVATION OFFICE UNDER PROVISIONS OF THE NATIONAL HISTORICAL PRESERVATION ACT. 2680081 112017 419352 STATE ARCHIVES/LIBRARY - ACQUIRE, APPRAISE AND ACCESSION HISTORICAL DOCUMENTS FOR THE STATE OF OHIO; PROVIDE RESEARCH FOR LIBRARY PATRONS; MICROFILM HISTORICAL DOCUMENTS.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. 2680081 112017 419352 35533488 1 1 0 1 0 0 1 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 1 199 0 1 318 0 0 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 MEGAN WOOD EXECUTIVE DIRECTOR & CEO 40.00 X X 286771 0 4686 JEFFREY WARD CHIEF FINANCIAL OFFICER 40.00 X X 164950 0 0 GERALD DANNEMILLER CHIEF MARKETING OFFICER 40.00 X X 138134 0 0 ANN RUEGE CHIEF DEVELOPMENT OFFICER 40.00 X X 133366 0 0 JENNIFER AULTMAN CHIEF HISTORIC SITES OFFICER 40.00 X X 132147 0 0 STACIA KUCEYESKI CHIEF OPERATING OFFICER 40.00 X X 129743 0 0 CHARLEY MOSES PRESIDENT 1.00 X X 0 0 0 ANN BAIR VICE PRESIDENT 1.00 X X 0 0 0 MELODY YOUNG TREASURER 1.00 X X 0 0 0 ALEX HASTIE SECRETARY 1.00 X X 0 0 0 JANENNE ALLEN TRUSTEE 1.00 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 KATHLEEN OWEN RUSSELL 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 NICKIE J ANTONIO 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 DANIEL RIVERS PRESIDENT, OHIO ACADEMY OF HISTORY 1.00 X 0 0 0 MIKE DUFFEY CHANCELLOR, OHIO DEPT OF HIGHER ED 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 R 1.00 X 0 0 0 STEPHEN D DACKIN DIRECTOR, DEPT OF EDUCATION 1.00 X 0 0 0 985111 0 4686 6 0 1 0 PATTERSON POPE 10321 S MEDALLION DRIVE CINCINNATI OH 45241 COLLECTIONS SHELVING 3554970 MSD INC 4401 SPRINGFIELD STREET DAYTON OH 45431 MAINTENANCE AND REPAIR 733913 QUALITY MASONRY COMPANY 1001 S PROSPECT ST SUITE 101 MARION OH 43302 CONSTRUCTION 636147 VECTOR SECURITY INC PO BOX 89462 CLEVELAND OH 44101 SECURITY INSTALL AND MONITORING 588328 ARCHITECTURAL RECLAMATION INC 3123 SOUTH RIVER STREET FRANKLIN OH 45005 HISTORIC PROPERTY RESTORATION 482300 5 480967 1908652 34127276 1839374 1284584 38356269 PROGRAM SERVICE INCOME 900099 662426 662426 ADMISSIONS AND PARKING 812930 502842 502842 OTHER PROGRAM REVENUE 900099 367264 367264 1532532 8 8 58727 29319 29408 29408 29408 7989 2322 5667 5667 5667 637377 247433 389944 389944 FACILITIES USE 722320 116465 116465 116465 40430293 1951884 122132 8 1485156 1485156 989798 793949 163785 32064 13207818 10604425 2173536 429857 1849499 1493544 293989 61966 2572915 2077968 411599 83348 192084 154077 31785 6222 125260 70317 51512 3431 38481 21602 15825 1054 2526816 1418471 1039134 69211 140338 78781 57713 3844 61118 54501 6246 371 3072634 2425921 627829 18884 380570 211541 164851 4178 221722 205883 14272 1567 394902 219508 171059 4335 CONSTRUCTION 8818230 8818230 SITE MANAGEMENT 1853699 1853699 EQUIPMENT PURCHASE 1309795 1309795 DONATED MATERIALS & SER 1284584 1284584 1165429 951536 154887 59006 41690848 35533488 5378022 779338 1610644 2280214 283870 775466 1775010 1919746 239208 337352 70345 396642 4011839 2209208 1734659 1802631 5713736 7512051 5020587 6287512 2170900 3598474 2068898 2433269 9260385 12319255 X -3626823 -4882378 80174 75174 -3546649 -4807204 5713736 7512051 -1260555 0 X X 0 1 X 1 1 1 X 25013727 21704760 25120967 26014777 36447617 134301848 25013727 21704760 25120967 26014777 36447617 134301848 134301848 2982 8 2990 134304838 5828013 1.00000 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 1275712 441844 833868 2263720 1767364 496356 1802631 ACCRUED SALARIES & WAGES 1136084 ACCRUED LEAVE LIABILITY 1297185 2433269 X 38798393 276752 276752 38521641 1908652 1908652 40430293 42039165 276752 276752 41762413 -71565 -71565 41690848 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, 2024 AND 2023. 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, 2024 AND 2023. 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 29,319. COGS OTHER COSTS 247,433. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS 1,908,652. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 29,319. COGS OTHER COSTS 247,433. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION ACQUISITIONS -71,565. 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. X 1 HILLARY BATES FUNDRAISING CONSULTANT 200 LAW RD DELAWARE OH 43015 FUNDRAISING SUPPORT 0 0 23805 -23805 23805 -23805 1 AKRON JEWISH COMMUNITY BOARD 750 WHITE POND DR AKRON OH 44320 341884695 501C3 7500 0 HOLOCAUST COMMISSION GRANT BOWLING GREEN STATE UNIVERSITY JEROME LIBRARY RM 205 BOWLING GREEN OH 43403 346402018 501C3 8000 0 DIGITIZATION GRANTS CLEVELAND RESTORATION SOCIETY 3751 PROSPECT AVE CLEVELAND OH 44115 237218767 501C3 18800 0 UNDERREPRESENTED COMMUNITIES GRANT JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 501C3 7500 0 HOLOCAUST COMMISSION GRANT KOL ISRAEL FOUNDATION INC 3681 SOUTH GREEN RD SUITE 306 BEACHWOOD OH 44139 341439802 501C3 5455 0 HOLOCAUST COMMISSION GRANT MALTZ MUSEUM OF JEWISH HERITAGE 2929 RICHMOND RD BEECHWOOD OH 44122 043684531 501C3 26435 0 HOLOCAUST COMMISSION GRANT NATIONAL AVIATION HALL OF FAME 110 SPAATZ STREET DAYTON OH 45433 237117952 501C3 8000 0 HISTORY FUND GRANT OHIO HISTORICAL SOCIETY FOUNDATION 800 E 17TH AVENUE COLUMBUS OH 43211 311089327 501C3 50050 0 CONESTOGA'S GIFT TO WORLD HERITAGE OHIO LOCAL HISTORY ALLIANCE 800 E 17TH AVENUE COLUMBUS OH 43211 341305772 501C3 10098 0 DIGITIZATION GRANTS YOUNGSTOWN AREA JEWISH FOUNDATION 505 GYPSY LANE YOUNGSTOWN OH 44504 340718492 501C3 7000 0 HOLOCAUST COMMISSION GRANT ARTWORKS 2428 GILBERT AVENUE CINCINNATI OH 45206 311665900 40000 0 AMERICA 250-OHIO COMMISSION GRANT BURTEN BELL CARR DEVELOPMENT INC 7201 KINSMAN RD SUITE 104 CLEVELAND OH 44104 341657533 25000 0 CERTIFIED LOCAL GOVERNMENT GRANT CAESAR'S FORD THEATRE INC PO BOX C XENIA OH 45385 264067845 27000 0 AMERICA 250-OHIO COMMISSION GRANT CAMBRIDGE PERFORMING ARTS CENTRE 642 WHEELING AVENUE CAMBRIDGE OH 43725 310935268 71152 0 PAUL BRUHN GRANT CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 314379435 8500 0 HOLOCAUST COMMISSION GRANT CAPITOL SQUARE FOUNDATION 400 W WILSON BRIDGE RD SUITE 120 WORTHINGTON OH 43085 311222851 23000 0 AMERICA 250-OHIO COMMISSION GRANT CHRISTIAN LIFE ACADEMY 10595 CHILLICOTHE PIKE JACKSON OH 45640 310941122 7090 0 HOLOCAUST COMMISSION GRANT CINCINNATI ART MUSEUM 953 EDEN PARK DRIVE CINCINNATI OH 45202 310536653 25000 0 AMERICA 250-OHIO COMMISSION GRANT CINCINNATI PLAYHOUSE IN THE PARK 962 MOUNT ADAMS CIRCLE CINCINNATI OH 45202 310624790 8500 0 HOLOCAUST COMMISSION GRANT CINCINNATI PRESERVATION ASSOCIATION 812 DAYTON STREET CINCINNATI OH 45214 316049618 7500 0 HISTORY FUND GRANT CITY OF SANDUSKY 222 MEIGS STREET SANDUSKY OH 44870 346401311 18000 0 CERTIFIED LOCAL GOVERNMENT GRANT CITY OF SANDUSKY 222 MEIGS STREET SANDUSKY OH 44870 346401311 40000 0 AMERICA 250-OHIO COMMISSION GRANT CLEVELAND RESTORATION SOCIETY 3751 PROSPECT AVE CLEVELAND OH 44115 237218767 27500 0 AMERICA 250-OHIO COMMISSION GRANT CLEVELAND RESTORATION SOCIETY 3751 PROSPECT AVE CLEVELAND OH 44115 237218767 15290 0 CERTIFIED LOCAL GOVERNMENT GRANT CORPORATION FOR FINDLAY MARKET 19 WEST ELDER STREET CINCINNATI OH 45202 311740317 15000 0 AMERICA 250-OHIO COMMISSION GRANT DUNHAM TAVERN MUSEUM 6709 EUCLID AVENUE CLEVELAND OH 44103 346555993 10200 0 HISTORY FUND GRANT EVAC PROJECT INC 27110 OAKMEAD DR 237 PERRYSBURG OH 43551 824261477 6000 0 AMERICA 250-OHIO COMMISSION GRANT FOREVER FRANKLIN INC 1 BENJAMIN FRANKLIN WAY FRANKLIN OH 45005 824587801 12000 0 HISTORIC PRESERVATION PIPELINE GRANT FORT RECOVERY HISTORICAL SOCIETY PO BOX 533 FORT RECOVERY OH 45846 346549197 25000 0 AMERICA 250-OHIO COMMISSION GRANT FRIENDS OF THE PAULDING CHAMBER OF COMMERCE 101 E PERRY STREET PAULDING OH 45879 455596059 12000 0 HISTORIC PRESERVATION PIPELINE GRANT GREAT CIRCLE ALLIANCE 100 URLIN AVENUE 506 COLUMBUS OH 43212 863637608 20000 0 AMERICA 250-OHIO COMMISSION GRANT GREEN LAWN ABBEY PRESERVATION ASSOCIATION 300 W SPRING ST 904 COLUMBUS OH 43215 263085796 9000 0 HISTORY FUND GRANT GREEN LAWN ABBEY PRESERVATION ASSOCIATION 300 W SPRING ST 904 COLUMBUS OH 43215 263085796 26600 0 CERTIFIED LOCAL GOVERNMENT GRANT GREEN UMBRELLA 3080 EXPLORATION AVENUE SUITE 640 CINCINNATI OH 45206 311770299 28409 0 AMERICA 250-OHIO COMMISSION GRANT HATHAWAY BROWN SCHOOL 19600 N PARK BLVD SHAKER HEIGHTS OH 44122 340714426 12053 0 HOLOCAUST COMMISSION GRANT HERITAGE OHIO 800 E 17TH AVENUE COLUMBUS OH 43211 341845898 9000 0 CERTIFIED LOCAL GOVERNMENT GRANT IDEASTREAM 1375 EUCLID AVE CLEVELAND OH 44115 341943865 25000 0 AMERICA 250-OHIO COMMISSION GRANT INTERNATIONAL WOMEN'S AIR & SPACE MUSEUM 1501 N MARGINAL ROAD SUITE 165 CLEVELAND OH 44114 310889469 17500 0 AMERICA 250-OHIO COMMISSION GRANT JAZZ ARTS GROUP OF COLUMBUS 769 EAST LONG STREET COLUMBUS OH 43203 310852944 20000 0 AMERICA 250-OHIO COMMISSION GRANT JEWISH EDUCATION CENTER OF CLEVELAND 2030 S TAYLOR RD CLEVELAND HEIGHTS OH 44118 340714554 39000 0 HOLOCAUST COMMISSION GRANT LAKE LOCAL SCHOOLS 436 KING CHURCH AVE SW UNIONTOWN OH 44685 346001623 9600 0 HOLOCAUST COMMISSION GRANT LAKESIDE HERITAGE SOCIETY INC 210 WALNUT AVE LAKESIDE OH 43440 341372890 5879 0 HISTORICAL RECORDS GRANT LEADERSHIP OHIO 399 E MAIN ST SUITE 220 COLUMBUS OH 43215 311354832 35000 0 AMERICA 250-OHIO COMMISSION GRANT LOVELAND MIDDLE SCHOOL 757 S LEBANON RD LOVELAND OH 45140 316000858 5665 0 HOLOCAUST COMMISSION GRANT MAC-A-CHEEK FOUNDATION FOR THE HUMANITIES PO BOX 166 WEST LIBERTY OH 43357 341794172 20000 0 AMERICA 250-OHIO COMMISSION GRANT MAIN STREET WADSWORTH 102 MAIN STREET WADSWORTH OH 44281 571206447 12000 0 HISTORIC PRESERVATION PIPELINE GRANT MARION VOICES FOLKLIFE AND ORAL HISTORY PO BOX 489 CALDONIA OH 43314 871408176 35000 0 AMERICA 250-OHIO COMMISSION GRANT RAVENNA SCHOOL DISTRICT 534 SUMMIT ST RAVENNA OH 44266 346005090 7199 0 HOLOCAUST COMMISSION GRANT MIAMI UNIVERSITY 351 W SPRING STREET 200 BONHAM OXFORD OH 45056 316402089 12500 0 AMERICA 250-OHIO COMMISSION GRANT MIDDLETOWN ARTS CENTER 130 N VERITY PARKWAY MIDDLETOWN OH 45042 316014837 20000 0 AMERICA 250-OHIO COMMISSION GRANT MIDSTORY PO BOX 351341 TOLEDO OH 43635 824623443 40000 0 AMERICA 250-OHIO COMMISSION GRANT NATIONAL FIRST LADIES LIBRARY 331 MARKET AVE S CANTON OH 44702 311576332 37500 0 AMERICA 250-OHIO COMMISSION GRANT NORWOOD TOGETHER 1845 HOPKINS AVE NORWOOD OH 45212 843874272 37500 0 AMERICA 250-OHIO COMMISSION GRANT OHIO BIOLOGICAL SURVEY 4677 NORTHWEST PARKWAY HILLIARD OH 43026 311670127 30000 0 AMERICA 250-OHIO COMMISSION GRANT OHIO NATIONAL ROAD ASSOCIATION 3130 EAST MAIN ST SPRINGFIELD OH 45505 020706175 7500 0 AMERICA 250-OHIO COMMISSION GRANT OHIODANCE 77 SOUTH HIGH STREET 2ND FLOOR COLUMBUS OH 43215 341222044 15000 0 AMERICA 250-OHIO COMMISSION GRANT PREBLE COUNTY HISTORICAL SOCIETY 7693 SWARTSEL RD EATON OH 45320 237161557 9700 0 AMERICA 250-OHIO COMMISSION GRANT SAINT MARY'S COMMUNITY FOUNDATION 206 E SPRING ST ST MARYS OH 45885 237372270 7500 0 AMERICA 250-OHIO COMMISSION GRANT SUMMIT COUNTY FISCAL OFFICE 175 S MAIN ST ROOM 406 AKRON OH 44308 346002767 17500 0 AMERICA 250-OHIO COMMISSION GRANT TAFT MUSEUM OF ART 316 PIKE STREET CINCINNATI OH 45202 205148617 35000 0 AMERICA 250-OHIO COMMISSION GRANT THE CINCINNATI BALLET COMPANY INC 1801 GILBERT AVE CINCINNATI OH 45202 316050354 8645 0 HOLOCAUST COMMISSION GRANT VILLAGE OF CALEDONIA 110 EAST MARION STREET CALEDONIA OH 43314 316400348 12000 0 HISTORICAL PRESERVATION PIPELINE GRANT 10 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. HOLOCAUST COMMISSION GRANTS ARE AWARDED TO ORGANIZATIONS ENGAGED IN SUPPORTING THE COMMISSION'S PURPOSE. APPLICATIONS AND/OR GRANT PROPOSALS ARE SUBMITTED FOR ALL GRANT REQUESTS AND REVIEWED BY COMMISSION STAFF AND COMMISSIONERS TO ENSURE ALIGNMENT WITH THE PUBLISHED GRANT GUIDELINES. ALL GRANTEES SUBMIT A FINAL REPORT WITHIN A BRIEF WINDOW FOLLOWING THE FUNDED PROJECT. AMERICA 250-OHIO COMMISSION GRANTS ARE AWARDED TO ORGANIZATIONS FOR SPECIFIC PROJECTS THAT SUPPORT THE COMMISSION'S PURPOSE. GRANT REQUIREMENTS ARE PUBLISHED AND APPLICATIONS REVIEWED BY COMMISSION STAFF AND CONSULTANTS. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL GRANT REPORT THAT OUTLINES WHAT WAS ACCOMPLISHED WITH THE FUNDING, HOW IT MET THE GRANT OBJECTIVES, AND EVIDENCE OF COMMUNITY IMPACT. X 1 1 X X 0 0 0 0 0 0 0 0 0 MEGAN WOOD EXECUTIVE DIRECTOR & CEO 258238 0 0 0 28533 0 0 0 0 0 286771 0 0 0 JEFFREY WARD CHIEF FINANCIAL OFFICER 148729 0 0 0 16221 0 0 0 0 0 164950 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 35017 1172713 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 35,017 AND THE ESTIMATED VALUE IS $1,172,713. 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OHIO HISTORICAL SOCIETY FOUNDATION C 1908652 FMV PART II, LINE 1 PRIMARY ACTIVITY: ASSISTS THE OHIO HISTORICAL SOCIETY IN ITS ACTIVITIES.