2022-04-27T15:48:43-05:00 2021-06-30 351476702 BRADY WARE & SCHOENFELD INC 3601 RIGBY ROAD SUITE 400 DAYTON OH 45342 990 2020-07-01 316037490 DAYTON HISTORY DAYT 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 BRADY KRESS PRESIDENT/CEO 9372932841 2022-04-25 1 BRADY KRESS 999009999 THOMAS J GMEINER CPA P00197565 9372235247 2022-04-25 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRADY KRESS 1000 CARILLON BOULEVARD DAYTON OH 45409 11284056 0 X WWW.DAYTONHISTORY.ORG X 1940 OH TO OPERATE A HISTORICAL PARK AND MUSEUMS IN THE DAYTON, OH AREA. 16 15 127 300 178862 0 3774749 7682730 2125940 1699726 36532 122879 1319624 1221174 7256845 10726509 0 0 0 0 2239547 1709479 0 0 23353 3517288 3363480 5756835 5072959 1500010 5653550 56243304 64198364 1582009 1337344 54661295 62861020 X DAYTON HISTORY'S PURPOSE IS TO PROMOTE AND DISSEMINATE HISTORICAL KNOWLEDGE OF DAYTON AND MONTGOMERY COUNTY, OHIO AND THE SURROUNDING MIAMI VALLEY REGION, TO COLLECT AND PRESERVE HISTORICAL MATERIALS, TO RESTORE AND MAINTAIN LOCAL HISTORICAL BUILDINGS AND SITES AND TO PROVIDE QUALITY EDUCATIONAL EXPERIENCES FOR THE ENTIRE COMMUNITY. 0 0 1364328 178350 EDUCATIONAL SERVICES: GUIDED TOURS, HERITAGE DINING, ANNUAL HERITAGE FESTIVAL, SUMMER EDUCATIONAL CAMPS, HISTORICAL REENACTMENTS 2497631 792681 MUSEUM SERVICES: COLLECTIONS, ARTIFACTS AND EXHIBIT MAINTENANCE AND PRESERVATION OF BUILDINGS WHICH HOUSE HISTORICAL ARTIFACTS 690501 728695 DEVELOPMENT AND MARKETING: ADMISSIONS, SPECIAL PARK EVENTS, EVENT RENTALS, MEMBERSHIP DEVELOPMENT 4552460 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 25 0 1 127 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X THE ORGANIZATION 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 VALERIE LEMMIE CHAIR 1.00 X X 0 0 0 JULIE SULLIVAN VICE CHAIR 1.00 X X 0 0 0 ROLAND GORDON TREASURER 1.00 X X 0 0 0 GEORGE FOREST BOARD MEMBER 1.00 X 0 0 0 NICK KEYES SECRETARY 1.00 X X 0 0 0 KAREN MARSHALL BOARD MEMBER 1.00 X 0 0 0 RICK OMLOR BOARD MEMBER 1.00 X 0 0 0 MARY RIECK BOARD MEMBER 1.00 X 0 0 0 KENDALL THOMPSON EX OFFICIO MEMBER 1.00 X 0 0 0 TIM WHITE JR BOARD MEMBER 1.00 X 0 0 0 STEPHEN WRIGHT BOARD MEMBER 1.00 X 0 0 0 MARC FLEISCHAUER BOARD MEMBER 1.00 X 0 0 0 RYAN CUTTER MEMBER AT LARGE 1.00 X 0 0 0 JEFF SIEBENTHALER BOARD MEMBER 1.00 X 0 0 0 YVONNE WHITAKER BOARD MEMBER 1.00 X 0 0 0 BRADY KRESS PRESIDENT/CEO 40.00 X 141439 0 5497 141439 0 5497 1 0 0 0 0 414816 5000 10511 7252403 24507 7682730 MANAGEMENT FEES 541610 792681 792681 MUSEUM ADMISSIONS 713990 473676 473676 FACILITY RENTAL EVENTS 532000 204144 25282 178862 MUSEUM PROGRAM EVENTS 713990 178350 178350 DEVELOPMENTAL PROGRAM EVENTS 713990 50875 50875 1699726 51263 51263 96586 0 96586 96586 96586 236192 164576 71616 71616 71616 12510 5000 8368 4142 4142 1056483 384603 671880 671880 INCOME FROM PERPETUAL TRUST DISTR 900099 355721 355721 MISCELLANEOUS 713990 92845 92845 448566 10726509 2641310 178862 223607 141438 42431 84863 14144 1299731 1120421 165622 13688 135627 112292 34017 -10682 132683 111419 19138 2126 2750 2750 54494 5809 48685 195570 195570 88162 63047 25115 92712 16626 76086 401899 401899 870 870 3173 1625 1548 1270442 1257738 12704 96237 96237 CONTRACTED SERVICES 292246 292246 SPECIAL PROJECTS 287917 287917 SUPPLIES 102517 94852 7665 MAINTENANCE-GROUNDS 90984 90984 383507 360477 18953 4077 5072959 4552460 497146 23353 278180 525580 1033688 520745 1423770 3969599 144915 201246 280472 326584 38813 41953 43931320 16384366 28763986 27546954 2441116 3115484 21838364 27950219 56243304 64198364 600863 1255255 75322 82089 672220 233604 0 1582009 1337344 X 41473695 44769109 13187600 18091911 54661295 62861020 56243304 64198364 X 5653550 581247 1964928 X X 0 1 X 1 0 X X X 1 THE DAYTON FOUNDATION 316027287 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11010212 X X X 0 0 525882 18659 22269 566810 506824 15705 3353 525882 494435 1786 12435 1832 506824 459989 4349 43085 12988 494435 410496 56396 6903 459989 1.00000 1 0 233116 233116 34384018 10747280 23636738 1362878 1193374 169504 7951308 4443712 3507596 27546954 COLLECTIONS 11010212 BENEFICIAL INTEREST IN PERPETUAL TRUST 11267410 CONSTRUCTION IN PROCESS 5672597 27950219 X 13662905 581247 2357899 2939146 10723759 2750 2750 10726509 5463180 392971 392971 5070209 2750 2750 5072959 PART III, LINE 4: THE COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTIONS ARE ON DISPLAY IN VARIOUS EXHIBITS AT THE PARK. IT IS THE POLICY OF THE ORGANIZATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. PART X, LINE 2: THE ORGANIZATION DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS, IF APPLICABLE, THAT MAY SUBJECT THE ORGANIZATION TO UNRELATED BUSINESS INCOME TAX BY APPLYING A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAX AUTHORITIES. THE ORGANIZATION HAS NO TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2018 THROUGH 2020 COULD BE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. HOWEVER, THERE ARE CURRENTLY NO AUDITS OR EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 1,964,928. COGS 384,603. FUNDRAISING EXPENSES 8,368. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 384,603. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 8,368. RINGING IN THE HOLIDAYS 13440 1000 12440 6510 FLEURS DE FETE 4070 4000 70 1858 17510 5000 12510 8368 8368 4142 MARC FLEISCHAUER BOARD MEMBER 3136 LEGAL SERVICES 0 NICK KEYES SECRETARY 85427 ADVERTISING 0 MARY RIECK BOARD MEMBER 110901 HVAC 0 JEFF SIEBENTHALER BOARD MEMBER 15515 LANDSCAPING 0 SCHEDULE L PART IV MARC FLEISCHAUER IS A PARTNER AT COOLIDGE WALL. HE PERFORMED LEGAL SERVICES FOR THE ORGANIZATION AT LESS THAN OR EQUAL TO FAIR MARKET VALUE RATES.NICK KEYES IS THE PRESIDENT OF AN ADVERTISING COMPANY, KEY-ADS, AND PROVIDED THE ORGANIZATION WITH ADVERTISING AT LESS THAN OR EQUAL TO FAIR MARKET VALUE RATES.MARY RIECK'S COMPANY, RIECK MECHANICAL, IS A HVAC CONTRACTOR AND PERFORMED WORK FOR THE ORGANIZATION AT LESS THAN OR EQUAL TO FAIR MARKET VALUE RATES.JEFF SIEBENTHALER IS AN OWNER OF SIEBENTHALER'S INC., A LANDSCAPE BUSINESS AND GARDEN CENTER. HE PERFORMED LANDSCAPING SERVICES FOR THE ORGANIZATION AT LESS THAN OR EQUAL TO FAIR MARKET VALUE RATES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE, WHICH MAKES A RECOMMENDATION TO THE GOVERNING BOARD TO FILE THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS HANDED OUT, SIGNED OFF, AND REVIEWED BY THE FINANCE COMMITTEE CHAIR ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD, WHO IS ALSO THE HEAD OF THE EXECUTIVE COMMITTEE, CONDUCTS THE REVIEW, MAKES THE COMPENSATION RECOMMENDATION, AND ADVISES THE EXECUTIVE COMMITTEE, WHO MAKES THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 1,964,928. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PREVIOUS YEAR. DAYTON HISTORY REALTY LLC 1000 CARILLON BLVD DAYTON OH 45409 316037490 REAL ESTATE MANAGEMENT OH DAYTON HISTORY CARILLON CATERING 1000 CARILLON BLVD DAYTON OH 45409 273797767 HOSPITALITY MANAGEMENT OH DAYTON HISTORY HAWTHORNE HILL LLC 1000 CARILLON BLVD DAYTON OH 45409 316037490 HISTORIC PROPERTY MANAGEMENT OH DAYTON HISTORY PATTERSON HOMESTEAD LLC 1000 CARILLON BLVD DAYTON OH 45409 316037490 HISTORIC PROPERTY MANAGEMENT OH DAYTON HISTORY DAYTON HISTORY HERITAGE HOUSE 1000 CARILLON BLVD DAYTON OH 45409 316037490 HISTORIC PROPERTY MANAGEMENT OH DAYTON HISTORY THE DAYTON FOUNDATION 40 N MAIN ST STE 500 DAYTON OH 45423 316027287 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1)(A) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1