OHIO HISTORY CONNECTION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
OHIO HISTORY CONNECTION (EIN 31-4389673)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-06
IRS object ID
202041279349301804
Schema version
2018v3.3
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)
Return2020-05-06T01:17:12-00:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GUEYE AND ASSOCIATES CPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12246 S HAMILTON RD SUITE 102AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43232ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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
Signature2020-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALIOUNE GUEYEPreparerPersonNm
Phone6143420297PhoneNum
Preparation2020-05-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.149.183.28IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-06IPDt
IP Tm16:36:17IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id46AE68BE056CDC0D1C9132045DF8320AAA2C413CAtSubmissionCreationDeviceId
At Submission Filing Device Id46AE68BE056CDC0D1C9132045DF8320AAA2C413CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

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
ZIP43211ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$32,046,104GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ohiohistory.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1905FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionIdentify, authenticate, collect, preserve, and interpret Ohios history.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee275TotalEmployeeCnt
Total Volunteers722TotalVolunteersCnt
Total Gross UBI$115,127TotalGrossUBIAmt
PY Contributions Grants$18,747,807PYContributionsGrantsAmt
CY Contributions Grants$30,482,481CYContributionsGrantsAmt
PY Program Service Revenue$4,842,558PYProgramServiceRevenueAmt
CY Program Service Revenue$1,237,749CYProgramServiceRevenueAmt
PY Investment Income$4,561PYInvestmentIncomeAmt
CY Investment Income$3,832CYInvestmentIncomeAmt
PY Other Revenue$73,388PYOtherRevenueAmt
CY Other Revenue$258,703CYOtherRevenueAmt
PY Total Revenue$23,668,314PYTotalRevenueAmt
CY Total Revenue$31,982,765CYTotalRevenueAmt
PY Grants And Similar Paid$378,488PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$280,608CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,533,858PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$12,986,028CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$566,919CYTotalFundraisingExpenseAmt
PY Other Expenses$10,097,273PYOtherExpensesAmt
CY Other Expenses$17,200,396CYOtherExpensesAmt
PY Total Expenses$24,009,619PYTotalExpensesAmt
CY Total Expenses$30,467,032CYTotalExpensesAmt
PY Revenues Less Expenses-$341,305PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,515,733CYRevenuesLessExpensesAmt
Total Assets BOY$4,981,642TotalAssetsBOYAmt
Total Assets EOY$5,756,088TotalAssetsEOYAmt
Total Liabilities BOY$9,461,096TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,719,809TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$4,479,454NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$2,963,721NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$12,736,424ExpenseAmt
Grant$10,939,697GrantAmt
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$7,501,683ExpenseAmt
Grant$7,562,562GrantAmt
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$2,181,395ExpenseAmt
Grant$3,098,129GrantAmt
DescHistoric Preservation - Administer the state historical preservation office under provisions of the National Historical Preservation Act.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,708,030TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$304,660TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$26,127,532TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document148IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee275EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJEFFREY K WARDPersonNm
Phone6142972300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43211ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
THOMAS V CHEMA
PRESIDENT004.00Yes (X)Yes (X)$0$0$0
JAMES A WILSON
VICE PRESIDENT004.00Yes (X)Yes (X)$0$0$0
JAMES F DICKE II
VICE PRESIDENT004.00Yes (X)Yes (X)$0$0$0
RICHARD F HILLIS
SECRETARY004.00Yes (X)Yes (X)$0$0$0
SUHAS KAKDE
TREASURER004.00Yes (X)Yes (X)$0$0$0
C ELLEN CONNALLY
TRUSTEE001.00Yes (X)Yes (X)$0$0$0
LOANN W CRANE
TRUSTEE001.00Yes (X)$0$0$0
JON ELSASSER
TRUSTEE001.00Yes (X)$0$0$0
BOB LUCAS
TRUSTEE001.00Yes (X)$0$0$0
GEORGE M IRONSTRACK
TRUSTEE001.00Yes (X)$0$0$0
ALEX HASTIE
TRUSTEE001.00Yes (X)$0$0$0
MICHAEL G RAPP
TRUSTEE001.00Yes (X)$0$0$0
ELIZABETH A WEIBEL
TRUSTEE001.00Yes (X)$0$0$0
CHARLEY MOSES
TRUSTEE001.00Yes (X)$0$0$0
GREGORY SIMPSON
TRUSTEE001.00Yes (X)$0$0$0
BOB ROACH
TRUSTEE001.00Yes (X)$0$0$0
GOVERNOR MIKE DEWINE
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
SENATOR LARRY OBHOF
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
SENATOR KENNY YUKO
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
LARRY HOUSEHOLDER
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
EMILIA SYKES
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
WENDY ZUCAL
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
LAVANYA VEMSANI
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
RANDY GARDNER
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
DR VICKI A MOTZ
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
PAOLO DeMARIA
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
LYDIA L MIHALIK
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
LAURA P BATTOCLETTI
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
SUHAS KAKDE
EX-OFFICIO MEMBER001.00$0$0$0Yes (X)
LOX A LOGAN
CHIEF EXECUTIVE OFFICER040.00Yes (X)$267,917$0$57,731Yes (X)Yes (X)
JENNIFER SCHEEHLE
CHIEF DEVELOPMENT OFFICER040.00Yes (X)$86,338$0$13,775Yes (X)Yes (X)
JEFFREY K WARD
CHIEF FINANCIAL OFFICER040.00Yes (X)$150,825$0$23,996Yes (X)
JAMISON PACK
CHIEF MARKETING OFFICER040.00Yes (X)$125,631$0$32,957Yes (X)
STEVE GEORGE
SENIOR ADVIDOR TO CEO040.00Yes (X)$123,765$0$28,681Yes (X)
JACKIE BARTON
DIVISION DIRECTOR040.00Yes (X)$110,729$0$30,595Yes (X)Yes (X)
PATRICIA ELDREDGE
EMERITUS001.00$0$0$0Yes (X)
GRANT DOUGLAS
EMERITUS001.00$0$0$0Yes (X)
LUCY M PORTER
EMERITUS001.00$0$0$0Yes (X)
ROBERT B SMITH
EMERITUS001.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$865,205TotalReportableCompFromOrgAmt
Total Other Compensation$187,735TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Miller Contracting Group Inc
PO Box 162OttovilleOH45876Construction$1,531,969
Lepi Enterprises Inc
630 G W Morse StZanesvilleOH43701Construction$1,424,167
Patterson Pope
10321 S Medallion DriveCincinnatiOH45241Archive Shelving$991,363
Midstate Contractors
1569 Cascade DrMarionOH43302Sports Ohio Exhibit Installation$803,290
Mechanical Systems of Dayton
4401 Springfield StDaytonOH45431Construction$446,405
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Membership Dues$391,662MembershipDuesAmt
Related Organizations$5,773,937RelatedOrganizationsAmt
Government Grants$21,600,388GovernmentGrantsAmt
All Other Contributions$2,716,494AllOtherContributionsAmt
Noncash Contributions$2,210,389NoncashContributionsAmt
Total Contributions$30,482,481TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Admissions and Parking812930$266,868$266,868
Program Service Income900099$417,495$417,495
Other Revenues900099$553,386$553,386
FieldValueIRS element (for citing)
Total Program Service Revenue$1,237,749TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,832TotalRevenueColumnAmt
Exclusion$3,832ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$44,109RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real-$32,170RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$76,279RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,279TotalRevenueColumnAmt
Related Or Exempt Func Income$76,279RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$176,461GrossSalesOfInventoryAmt
Cost Of Goods Sold$95,509CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$80,952TotalRevenueColumnAmt
Exclusion$80,952ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFacilities UsesDesc
Business722320BusinessCd
Total Revenue Column$101,472TotalRevenueColumnAmt
Related Or Exempt Func Income-$13,655RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$115,127UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$101,472OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,982,765TotalRevenueColumnAmt
Related Or Exempt Func Income$1,300,373RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$115,127UnrelatedBusinessRevenueAmt
Exclusion$84,784ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$280,608TotalAmt
Program Services$280,608ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$865,204TotalAmt
Management And General$865,204ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,334,020TotalAmt
Program Services$8,047,849ProgramServicesAmt
Management And General$961,666ManagementAndGeneralAmt
Fundraising$324,505FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,429,721TotalAmt
Program Services$1,128,193ProgramServicesAmt
Management And General$256,063ManagementAndGeneralAmt
Fundraising$45,465FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,220,305TotalAmt
Program Services$919,105ProgramServicesAmt
Management And General$263,457ManagementAndGeneralAmt
Fundraising$37,743FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$136,778TotalAmt
Program Services$107,927ProgramServicesAmt
Management And General$24,499ManagementAndGeneralAmt
Fundraising$4,352FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,831,665TotalAmt
Program Services$2,420,226ProgramServicesAmt
Management And General$366,828ManagementAndGeneralAmt
Fundraising$44,611FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$75,376TotalAmt
Management And General$75,376ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,050TotalAmt
Management And General$24,050ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,210,389TotalAmt
Program Services$2,210,389ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$331,164TotalAmt
Program Services$26,660ProgramServicesAmt
Management And General$303,486ManagementAndGeneralAmt
Fundraising$1,018FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$545,299TotalAmt
Program Services$397,653ProgramServicesAmt
Management And General$126,628ManagementAndGeneralAmt
Fundraising$21,018FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$802,037TotalAmt
Program Services$789,790ProgramServicesAmt
Management And General$11,583ManagementAndGeneralAmt
Fundraising$664FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$219,883TotalAmt
Program Services$189,015ProgramServicesAmt
Management And General$28,272ManagementAndGeneralAmt
Fundraising$2,596FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$145,043TotalAmt
Program Services$106,662ProgramServicesAmt
Management And General$38,381ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$245,554TotalAmt
Program Services$18,949ProgramServicesAmt
Management And General$226,605ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Collection Acquisition$15,651$15,651
Constructions$9,384,765$9,293,319$78,870$12,576
Professional Development$198,606$90,571$80,250$27,785
Food and Beverage$133,764$84,965$35,363$13,436

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$37,150TotalAmt
Management And General$6,000ManagementAndGeneralAmt
Fundraising$31,150FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$30,467,032TotalAmt
Program Services$26,127,532ProgramServicesAmt
Management And General$3,772,581ManagementAndGeneralAmt
Fundraising$566,919FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,050,958BOYAmt
EOY$653,856EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$352,126BOYAmt
EOY$456,171EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,447,471BOYAmt
EOY$2,072,698EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$287,073BOYAmt
EOY$321,561EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$139,462BOYAmt
EOY$129,037EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,731,575LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,829,210LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,627,666BOYAmt
EOY$1,902,365EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$76,886BOYAmt
EOY$220,400EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,981,642BOYAmt
EOY$5,756,088EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,743,335BOYAmt
EOY$6,013,567EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$585,740BOYAmt
EOY$722,401EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,132,021BOYAmt
EOY$1,983,841EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,461,096BOYAmt
EOY$8,719,809EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$4,607,322BOYAmt
EOY-$3,085,119EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$127,868BOYAmt
EOY$121,398EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$4,479,454BOYAmt
EOY-$2,963,721EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,981,642BOYAmt
EOY$5,756,088EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,515,733ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)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$17,200,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,603,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,746,971CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,747,807CurrentTaxYearMinus1YearAmt
Current Tax Year$21,992,050CurrentTaxYearAmt
Total$92,291,788TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,200,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,603,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,746,971CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,747,807CurrentTaxYearMinus1YearAmt
Current Tax Year$21,992,050CurrentTaxYearAmt
Total$92,291,788TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$92,291,788PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,620CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,978CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,561CurrentTaxYearMinus1YearAmt
Current Tax Year$3,832CurrentTaxYearAmt
Total$36,803TotalAmt
FieldValueIRS element (for citing)
Total Support$92,328,591TotalSupportAmt
Public Support CY1700.99960PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support CY5090.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct

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)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$29,999DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$29,999TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceII-B 1FormAndLineReferenceDesc
ExplanationExplanation Direct lobbying activities evolved around meetings with state legislators 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
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

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$1,231,955OtherCostOrOtherBasisAmt
Depreciation$162,506DepreciationAmt
Book Value$1,069,449BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,131,569OtherCostOrOtherBasisAmt
Depreciation$1,666,704DepreciationAmt
Book Value$464,865BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,185OtherCostOrOtherBasisAmt
Book Value$18,185BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,902,365TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Federal income taxes
Accrued Salaries Wages and Other Liabilities$1,192,158
Accrued Leave Liability$791,683
FieldValueIRS element (for citing)
Total Liability$1,983,841TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$31,982,765TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$31,982,765RevenueSubtotalAmt
Total Revenue Per Form990$31,982,765TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$30,467,032TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$30,467,032ExpensesSubtotalAmt
Total Expenses Per Form990$30,467,032TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
II 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.
II 1aCollections and Exhibits Purchased and contributed collection and library objects are not included in the Statement of Financial Position. No amounts are included in the Statement of Activity and Changes in Net Assets for contributed collections objects 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 and collections. The organizations historical collections consist of approximately 1,900,000 artifacts and properties divided into three broad categories Archeology, Natural History and History. The Archaeological collections contain objects for all prehistoric cultures in the Midwest. The Natural History collection preserves 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 Ohios historical period from 1650 to the present. The Library contains one of the largest collections of Ohio-related books, microfilms, 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 fiscal years ending 2018 and 2019.
III 4Explanation See note for Schedule D, Part III, Line 1a.
X 2Generally 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 for 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. With few exceptions, the organization is no longer subject to income tax examinations by the U.S. Federal, state or local tax authorities for the years ended June 30, 2015 and prior.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
City of Galion
301 Harding WayGalionOH44833346400545Gov Sect 115$5,815FMVCLG Grant Big Four Depot Assesment
Green Lawn Abbey Preservation Association
300 W Spring Street Suite 904ColumbusOH43215316400223501c3$8,971FMV2017 CLG Grant Columbus
Cincinnati Development Fund Inc
1224 Race StCincinnatiOH45202311256064501c3$20,510FMVFFY2017 CLG Grant Payment
German Village Society
588 South Third StColumbusOH43215310969645501c3$20,510FMVCLG Grant German Village HD
Village of Glendale
30 Village SqGlendaleOH45246316001048501c3$9,322FMVFFY2017 CLG Grant Payment
Cleveland Restoration Society
3751 Prospect StClevelandOH44115237218767501c3$14,255FMVCLG 2018 Shaker HTS/CRS
Alliance Historical Society
PO Box 2044 AllianceAllianceOH44601346530762501c3$10,592FMVHistory Fund Bricks and Mortar Project
Lancaster Fairfield Community Action Agency
1743 E Main StLancasterOH43130316060695501c3$12,000FMVHistory Fund Grant
Dayton Society of Natural History Inc
2600 DeWeese ParkwayDaytonOH45414310585917501c3$6,000FMVHistory Fund Grant
Southern Lorain County Historical Society
PO Box 76WellingtonOH44090237140303501c3$9,000FMVOhio History Grant 2018-19 Cycle
Friends of Crowell Hilaka
100 Wandle AveBedfordOH44146270780916501c3$7,625FMVOhio History Fund Grant 2018-19 Cycle
City of Cuyahoga Falls
2310 2nd StCuyahoga FallsOH44221346000818Gov Sect 115$12,000FMVPipeline Grant Cuy Falls Downtown Commercial HD
Our Town Coshocton
PO Box 1633CoshoctonOH43812455063130501c3$12,000FMVPipeline Initiative Coshocton HD
Plymouth Area Historical Society
7 E Main StPlymouthOH44865341444644501c3$12,000FMVPipeline Initiative Plymouth HD
Uptown Westerville Inc
30 E College AveWestevilleOH43081814833262501c3$12,000FMVPipeline Initiative Uptown Westerville HD
Kenmore Neighborhood Alliance
1014 Kenmore BlvdAkronOH44314813402431501c3$12,000FMVPipeline Initiative
FieldValueIRS element (for citing)
Total Other Org16TotalOtherOrgCnt

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 Interiors standards. The History Fund is about preserving and sharing Ohios 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 Ohios Income tax forms and funded entirely through Ohio taxpayers voluntary contributions.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
PATRICIA ELDREDGE
EMERITUS
GRANT DOUGLAS
EMERITUS
LUCY M PORTER
EMERITUS
ROBERT B SMITH
EMERITUS
LOX A LOGAN
CHIEF EXECUTIVE OFFICER$267,917$37,508$20,223$325,648
JENNIFER SCHEEHLE
CHIEF DEVELOPMENT OFFICER$86,334$12,087$1,687$100,108
JEFFREY K WARD
CHIEF FINANCIAL OFFICER$150,825$21,116$2,880$174,821
JAMISON PACK
CHIEF MARKETING OFFICER$125,631$17,588$15,369$158,588
STEVE GEORGE
SENIOR ADVIDOR TO CEO$123,765$17,327$11,354$152,446
JACKIE BARTON
DIVISION DIRECTOR$110,729$15,502$15,093$141,324

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 1aFormAndLineReferenceDesc
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.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Volunteer Hours90029$2,165,209FMV
Yes (X)Other Material$45,180FMV
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Line 25A substantial number of individuals have made significant contributions of services of their time to the Organizations program. The number of volunteer hours was 90,029 and the estimated value is 2,165,209.
Part I Line 26The Organization occupies, without charge, certain adminstrative offices owned by the State of Ohio. The Organization also receives in-kind contributions of services and manterials.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4dProgram Service Expenses 3,708,030, Grants and allocations 0, Revenue 304,660 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
Form 990, Part III, Line 1The mission of the Ohio Historical Society is to help people connect with Ohios 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 Ohios 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 States 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 19 members serving three year staggered terms. Nine members of the Board are elected by the Societys membership, nine members are appointed by the Governor of the State of Ohio, and three members are appointed by the Societys 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 11The Form 990 is prepared by an outside accounting firm. The Form 990 is then reviewed internally by the Finance 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 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.
Form 990, Part IX, Line 11gTotal Expenses, Column A 2,210,389 Program Expenses, Column B Total 2,210,389 Donated material and services composed of estimated volunteer hours of 2,165,209 and material of 45,180.

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 Section501c3ExemptCodeSectionTxt
Public Charity Status509a3 Type IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Ohio Historical SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Ohio Historical Society Foundation
c$5,773,937FMV
Oho Historical Society Foundation
mCost

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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