OHIO HISTORY CONNECTION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OHIO HISTORY CONNECTION (EIN 31-4389673)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202121349349301572
Schema version
2019v5.2
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)
Return2021-05-14T09:14:17-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA DUNKLE CPAPreparerPersonNm
PTINP01380769PTIN
Phone6148898725PhoneNum
Preparation2021-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORY CONNECTIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJEFFREY K WARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432112474ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,210,714GrossReceiptsAmt
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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee280TotalEmployeeCnt
Total Volunteers478TotalVolunteersCnt
Total Gross UBI$141,021TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$38,078NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$30,482,481PYContributionsGrantsAmt
CY Contributions Grants$28,074,698CYContributionsGrantsAmt
PY Program Service Revenue$1,237,749PYProgramServiceRevenueAmt
CY Program Service Revenue$840,524CYProgramServiceRevenueAmt
PY Investment Income$3,832PYInvestmentIncomeAmt
CY Investment Income$15,357CYInvestmentIncomeAmt
PY Other Revenue$258,703PYOtherRevenueAmt
CY Other Revenue$173,546CYOtherRevenueAmt
PY Total Revenue$31,982,765PYTotalRevenueAmt
CY Total Revenue$29,104,125CYTotalRevenueAmt
PY Grants And Similar Paid$280,608PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$328,057CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,986,028PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,077,167CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$656,318CYTotalFundraisingExpenseAmt
PY Other Expenses$17,200,396PYOtherExpensesAmt
CY Other Expenses$14,567,707CYOtherExpensesAmt
PY Total Expenses$30,467,032PYTotalExpensesAmt
CY Total Expenses$28,972,931CYTotalExpensesAmt
PY Revenues Less Expenses$1,515,733PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$131,194CYRevenuesLessExpensesAmt
Total Assets BOY$5,756,088TotalAssetsBOYAmt
Total Assets EOY$7,233,441TotalAssetsEOYAmt
Total Liabilities BOY$8,719,809TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,065,968TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$2,963,721NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$2,832,527NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$13,161,762ExpenseAmt
Grant$57,206GrantAmt
Revenue$755,200RevenueAmt
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$5,821,239ExpenseAmt
Grant$17,685GrantAmt
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$2,720,292ExpenseAmt
Grant$253,166GrantAmt
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$2,590,333ExpenseAmt
Revenue$130,224RevenueAmt
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$2,590,333TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$130,224TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$24,293,626TotalProgramServiceExpensesAmt
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 StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Document165IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee280EmployeeCnt
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
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 (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
THOMAS V CHEMA
PRESIDENT4.00Yes (X)Yes (X)$0$0$0
JAMES A WILSON
VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
JAMES F DICKE II
VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
RICHARD F HILLIS
SECRETARY4.00Yes (X)Yes (X)$0$0$0
SUHAS KAKDE
TREASURER4.00Yes (X)Yes (X)$0$0$0
C ELLEN CONNALLY
TRUSTEE1.00Yes (X)$0$0$0
LOANN CRANE
TRUSTEE1.00Yes (X)$0$0$0
JON ELSASSER
TRUSTEE1.00Yes (X)$0$0$0
CHIEF BILLY FRIEND
TRUSTEE1.00Yes (X)$0$0$0
ALEX HASTIE
TRUSTEE1.00Yes (X)$0$0$0
BOB LUCAS
TRUSTEE1.00Yes (X)$0$0$0
CHARLEY MOSES
TRUSTEE1.00Yes (X)$0$0$0
MICHARL G RAPP
TRUSTEE1.00Yes (X)$0$0$0
BOB ROACH
TRUSTEE1.00Yes (X)$0$0$0
NANCY SHAW GOLDSMITH
TRUSTEE1.00Yes (X)$0$0$0
GREGORY SIMPSON
TRUSTEE1.00Yes (X)$0$0$0
BETTY WEIBEL
TRUSTEE1.00Yes (X)$0$0$0
GRANT DOUGLASS
EMERITUS1.00Yes (X)$0$0$0
PATRICIA ELDREDGE
EMERITUS1.00Yes (X)$0$0$0
LUCY M PORTER
EMERITUS1.00Yes (X)$0$0$0
ROBERT B SMITH
EMERITUS1.00Yes (X)$0$0$0
GOVERNER MIKE DEWINE
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
SENATOR MIKE HUFFMAN
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
SENATOR KENNY YUKO
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
BOB CUPP
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
EMILIA SYKES
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
CHRISTY DAVIS
EX-OFFICIO MEMBER1.00$0$0$0Yes (X)
MARSHA ROBINSON
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)
PAOLO DEMARIA
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 OFFICER40.00Yes (X)$276,999$0$61,306
HILLARY BATES
CHIEF DEVELOPMENT OFFICER40.00Yes (X)$119,215$0$36,290
JEFFREY K WARD
CHIEF FINANCIAL OFFICER40.00Yes (X)$155,274$0$24,701
JAMISON PACK
CHIEF MARKETING OFFICER40.00Yes (X)$129,727$0$37,956
STEVE GEORGE
SENIOR ADVISOR TO THE CEO40.00Yes (X)$123,618$0$31,543
MEGAN WOOD
CULTURAL RESOURCES DIRECTOR40.00Yes (X)$104,966$0$33,972
FieldValueIRS element (for citing)
Total Reportable Comp From Org$909,799TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$225,768TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
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
MARKER CONSTRUCTION
PO BOX 250BELLEFONTAINEOH43311CONSTRUCTION$3,670,975
LEPI ENTERPRISES
630 G W MORSE STZANESVILLEOH43701CONSTRUCTION$389,314
VECTOR SECURITY
PO BOX 89462CLEVELANDOH44101SECURITY$232,886
PATTERSON POPE
10321 S MEDALLION DRIVECINCINNATIOH45241ARCHIVE SHELVING$164,885
BUCKEYE CONSTRUCTION & RESTORATION LLC
405 WATERTOWN ROADWATERFORDOH45786CONSTRUCTION$164,641
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Membership Dues$410,284MembershipDuesAmt
Related Organizations$3,060,971RelatedOrganizationsAmt
Government Grants$22,830,932GovernmentGrantsAmt
All Other Contributions$1,772,511AllOtherContributionsAmt
Noncash Contributions$1,198,200NoncashContributionsAmt
Total Contributions$28,074,698TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PUBLIC SERVICES, EVENTS, & RESEAR900099$543,809$543,809
ADMISSIONS & PARKING812930$169,577$169,577
OTHER REVENUES900099$127,138$127,138
FieldValueIRS element (for citing)
Total Program Service Revenue$840,524TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,982TotalRevenueColumnAmt
Exclusion$2,982ExclusionAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$9,288RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$9,288RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$9,288TotalRevenueColumnAmt
Related Or Exempt Func Income-$9,288RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$39,131OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$26,756OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$12,375OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,375TotalRevenueColumnAmt
Related Or Exempt Func Income$12,375RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$129,490GrossSalesOfInventoryAmt
Cost Of Goods Sold$70,545CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,945TotalRevenueColumnAmt
Related Or Exempt Func Income$58,945RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFACILITIES USEDesc
Business722320BusinessCd
Total Revenue Column$123,889TotalRevenueColumnAmt
Related Or Exempt Func Income-$17,132RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$141,021UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$123,889OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,104,125TotalRevenueColumnAmt
Related Or Exempt Func Income$885,424RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$141,021UnrelatedBusinessRevenueAmt
Exclusion$2,982ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$328,057TotalAmt
Program Services$328,057ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$909,800TotalAmt
Management And General$909,800ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,003,922TotalAmt
Program Services$8,499,247ProgramServicesAmt
Management And General$1,058,141ManagementAndGeneralAmt
Fundraising$446,534FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,471,196TotalAmt
Program Services$1,114,590ProgramServicesAmt
Management And General$297,585ManagementAndGeneralAmt
Fundraising$59,021FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,550,220TotalAmt
Program Services$1,174,459ProgramServicesAmt
Management And General$313,570ManagementAndGeneralAmt
Fundraising$62,191FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$142,029TotalAmt
Program Services$107,603ProgramServicesAmt
Management And General$28,729ManagementAndGeneralAmt
Fundraising$5,697FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$114,480TotalAmt
Management And General$114,480ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,104TotalAmt
Management And General$26,104ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,644,779TotalAmt
Program Services$2,106,907ProgramServicesAmt
Management And General$529,370ManagementAndGeneralAmt
Fundraising$8,502FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$222,691TotalAmt
Program Services$26,405ProgramServicesAmt
Management And General$193,667ManagementAndGeneralAmt
Fundraising$2,619FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,440TotalAmt
Program Services$20,790ProgramServicesAmt
Management And General$568ManagementAndGeneralAmt
Fundraising$82FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,003,712TotalAmt
Program Services$1,887,938ProgramServicesAmt
Management And General$89,800ManagementAndGeneralAmt
Fundraising$25,974FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$174,993TotalAmt
Program Services$152,923ProgramServicesAmt
Management And General$19,414ManagementAndGeneralAmt
Fundraising$2,656FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$267,511TotalAmt
Program Services$206,870ProgramServicesAmt
Management And General$60,641ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$264,781TotalAmt
Program Services$20,710ProgramServicesAmt
Management And General$244,071ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONSTRUCTION SERVICES$5,848,322$5,848,322
SITE MANAGEMENT$1,682,914$1,682,914
PROGRAM & OTHER SUPPLIE$585,641$567,885$15,504$2,252
EQUIPMENT PURCHASE$336,027$328,852$6,655$520

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$374,312TotalAmt
Program Services$219,154ProgramServicesAmt
Management And General$114,888ManagementAndGeneralAmt
Fundraising$40,270FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,972,931TotalAmt
Program Services$24,293,626ProgramServicesAmt
Management And General$4,022,987ManagementAndGeneralAmt
Fundraising$656,318FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$653,856BOYAmt
EOY$2,156,099EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$456,171BOYAmt
EOY$244,046EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,072,698BOYAmt
EOY$2,647,860EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$321,561BOYAmt
EOY$336,689EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$129,037BOYAmt
EOY$114,460EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,817,836LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,083,549LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,902,365BOYAmt
EOY$1,734,287EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$220,400BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,756,088BOYAmt
EOY$7,233,441EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,013,567BOYAmt
EOY$5,488,684EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$722,401BOYAmt
EOY$2,171,861EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,983,841BOYAmt
EOY$2,405,423EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,719,809BOYAmt
EOY$10,065,968EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$3,085,119BOYAmt
EOY-$2,953,925EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$121,398BOYAmt
EOY$121,398EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$2,963,721BOYAmt
EOY-$2,832,527EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,756,088BOYAmt
EOY$7,233,441EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$131,194ReconcilationRevenueExpnssAmt
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)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
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$16,603,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,746,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,747,807CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,992,050CurrentTaxYearMinus1YearAmt
Current Tax Year$23,241,216CurrentTaxYearAmt
Total$98,332,024TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,603,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,746,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,747,807CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,992,050CurrentTaxYearMinus1YearAmt
Current Tax Year$23,241,216CurrentTaxYearAmt
Total$98,332,024TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$98,332,024PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,978CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,812CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,561CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,832CurrentTaxYearMinus1YearAmt
Current Tax Year$2,982CurrentTaxYearAmt
Total$27,165TotalAmt
FieldValueIRS element (for citing)
Total Support$98,359,189TotalSupportAmt
Gross Receipts Rltd Activities$27,165GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99970PublicSupportCY170Pct
Public Support PY1700.99960PublicSupportPY170Pct
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$29,700DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$29,700TotalLobbyingExpendituresAmt
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$349,866OtherCostOrOtherBasisAmt
Book Value$349,866BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,256,757OtherCostOrOtherBasisAmt
Depreciation$185,102DepreciationAmt
Book Value$1,071,655BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,211,213OtherCostOrOtherBasisAmt
Depreciation$1,898,447DepreciationAmt
Book Value$312,766BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,734,287TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED SALARIES & WAGES$1,507,017
ACCRUED LEAVE LIABILITY$898,406
FieldValueIRS element (for citing)
Total Liability$2,405,423TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,122,986TotalRevEtcAuditedFinclStmtAmt
Other Revenue$79,832OtherRevenueAmt
Revenue Not Reported$79,832RevenueNotReportedAmt
Revenue Subtotal$26,043,154RevenueSubtotalAmt
Other Revenues Not Included$3,060,971OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,060,971RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,104,125TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$29,012,637TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$79,832OtherExpensesIncludedAmt
Expenses Not Reported$79,832ExpensesNotReportedAmt
Expenses Subtotal$28,932,805ExpensesSubtotalAmt
Other Expenses Not Included$40,126OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$40,126ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,972,931TotalExpensesPerForm990Amt

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, 2020 AND 2019.
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, 2020 AND 2019. 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 9,288. COGS OTHER COSTS 70,544.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INTERCOMPANY TRANSFERS 3,060,971.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 9,288. COGS OTHER COSTS 70,544.
PART XII, LINE 4B - OTHER ADJUSTMENTS:COLLECTION ACQUISITIONS 40,126.
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 (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CLEVELAND RESTORATION SOCIETY
3751 PROSPECT STCLEVELANDOH441152705237218767501(C)(3)$30,000CLG 2018 GRANT: ARTHUR BUSSEY SUBDIVISION HD
CITY OF SHELBY
43 W MAIN STREETSHELBYOH44875346002631GOV SECT 115$19,055CLG 2018 GRANT: SHELBY PRESERVATION PLAN
THEFIRST CHURCH IN OBERLIN UCC
106 N MAIN STREETOBERLINOH44074346001059501(C)(3)$25,622CLG 2018 GRANT PAYMENT
SHORT NORTH CIVIC ASSOCIATION
120 W GOODALE STCOLUMBUSOH43215261358388501(C)(3)$5,000CLG 2018 GRANT PAYMENT
SHAKER HISTORICAL SOCIETY
16740 S PARK BLVDCLEVELANDOH44120341048062501(C)(3)$22,2892018 CLG GRANT: SHAKER MUSEUM ADA RAMP
HERITAGE OHIO
800 E 17TH AVECOLUMBUSOH43211341845898501(C)(3)$5,5002019 CLG GRANT: NEWARK OHIO HERITAGE OH CONFERENCE
LOREN LEATHERMAN
4814 N MONROE CENTER RDCONNEAUTOH44030302389098501(C)(3)$10,450SANDY GRANT CHIMNEY PROJECT
THE LIBBY HOUSE FOUNDATION
PO BOX 4704TOLEDOOH436100704450556813501(C)(3)$15,727HISTORY FUND GRANT
CANAL FULTON HERITAGE SOCIETY INC
116 S CANAL STCANALFULTONOH44614237160191501(C)(3)$9,625HISTORY FUND GRANT
MARION COUNTY HISTORICAL SOCIETY
169 E CHURCH STMARIONOH43302237403820501(C)(3)$8,750HISTORY FUND GRANT
VILLAGE OF LOCKLAND
101 N COOPER AVENUELOCKLANDOH45215316000339501(C)(3)$12,000PIPELINE INITIATIVE: MILL & DUNN HISTORIC DISTRICT
OHIO WESLEYAN UNIVERITY
61 SOUTH SANDUSKY STDELAWAREOH43015314379585501(C)(3)$16,000PIPELINE INITIATIVE: FRATERNITY HILL HD
477 COLUMBUS LLC
501 MORRISON ROAD SUITE 100GAHANNAOH43230823857158501(C)(3)$12,000PIPELINE INITIATIVE : HOSTER BREWING CO
DEFIANCE DEVELOPMENT AND VISITORS BUREAU
325 CLINTON STREETDEFIANCEOH43512205588552501(C)(3)$12,000PIPELINE GRANT PAYMENT: DOWNTOWN HISTORIC DEFIANCE
NOBLE COUNTY HISTORICAL SOCIETY
419 WEST STREETCALDWELLOH43724311059111501(C)(3)$12,000PIPELINE GRANT: CALDWELL HD
CITY OF BELLEFONTAINE
135 N DETROIT STBELLEFONTAINEOH43311GOV SECT 115$12,000PIPELINE: BELLEFONTAINE HD
HABITAT FOR HUMANITY OF FAIRFIELD COUNTY
707 SLOCUM STLANCASTEROH43130311348208501(C)(3)$12,000PIPELINE GRANT: FAIRFIELD INFIRMARY HD
CITY OF CLEVELAND HEIGHTS
40 SEVERANCE CIRCLECLEVELANDHEIGHTSOH44118346000688GOV SECT 115$12,000PIPELINE GRANT: STADIUM SQUARE HD
DOWNTOWN PAINESVILLE ORGANIZATION
47 S STATE STREET 203PAINESVILLEOH44077841716245501(C)(3)$12,000PIPELINE GRANT: PAINESVILLE HD
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

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 (5 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$276,999$0$0$0$0$0$38,780$0$22,526$0$338,305$0$0$0
HILLARY BATES
CHIEF DEVELOPMENT OFFICER$119,215$0$0$0$0$0$16,690$0$19,600$0$155,505$0$0$0
JEFFREY K WARD
CHIEF FINANCIAL OFFICER$155,274$0$0$0$0$0$21,738$0$2,963$0$179,975$0$0$0
JAMISON PACK
CHIEF MARKETING OFFICER$129,727$0$0$0$0$0$18,162$0$19,794$0$167,683$0$0$0
STEVE GEORGE
SENIOR ADVISOR TO THE CEO$123,618$0$0$0$0$0$17,307$0$14,236$0$155,161$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 HOURS44051$1,198,200FMV
Yes (X)OTHER MATERIAL0$5,169FMV
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 44,051 AND THE ESTIMATED VALUE IS $1,198,200. 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 StatusLINE 12A, IPublicCharityStatusTxt

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 Org0GiftGrntOrCapContriToOthOrgInd
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
OHIO HISTORICAL SOCIETY FOUNDATION
C$2,283,117FMV
OHIO HISTORICAL SOCIETY FOUNDATION
M$258,042COST

Supplemental Information Detail SupplementalInformationDetail

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

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