2019-05-10T13:19:52-05:00 2018-06-30 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2017-07-01 316037490 DAYTON HISTORY DAYT 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 BRADY KRESS PRESIDENT/CEO 9372932841 2019-05-06 1 KEVIN HAGSTROM P01342096 9372993400 66.192.117.202 2019-05-06 08:36:45 ED P 71F0EE9446CC54C4BA2539E7EC39B99998693E05 29B68BF4782710E694814B848828B85D4D64125E 2017 2019-02-21 02:37:17Z BRADY KRESS 1000 CARILLON BOULEVARD DAYTON OH 454092023 12044780 0 X WWW.DAYTONHISTORY.ORG X 1940 OH TO OPERATE A HISTORICAL PARK AND MUSEUMS IN THE DAYTON, OH AREA. 15 14 275 500 391325 11197 4977444 7477660 2073166 2041835 114794 148622 1538027 1559998 8703431 11228115 0 0 0 0 2168018 2121414 0 0 140275 3535673 3261442 5703691 5382856 2999740 5845259 44600899 50824446 297196 311825 44303703 50512621 X DAYTON HISTORY'S PURPOSE IS TO PROMOTE AND DISSEMINATE HISTORICAL KNOWLEDGE OF DAYTON AND MONTGOMERY COUNTY, OHIO AND THE SURROUNDING MIAMI VALLEY REGION, TO COLLECT AND PRESERVE HISTORICAL MATERIALS, TO RESTORE AND MAINTAIN LOCAL HISTORICAL BUILDINGS AND SITES AND TO PROVIDE QUALITY EDUCATIONAL EXPERIENCES FOR THE ENTIRE COMMUNITY. 0 0 1632909 244257 EDUCATIONAL SERVICES: GUIDED TOURS, HERITAGE DINING, ANNUAL HERITAGE FESTIVAL, SUMMER EDUCATIONAL CAMPS, HISTORICAL REENACTMENTS 2410642 0 696887 MUSEUM SERVICES: COLLECTIONS, ARTIFACTS AND EXHIBIT MAINTENANCE AND PRESERVATION OF BUILDINGS WHICH HOUSE HISTORICAL ARTIFACTS 670821 1100691 DEVELOPMENT AND MARKETING: ADMISSIONS, SPECIAL PARK EVENTS, EVENT RENTALS, MEMBERSHIP DEVELOPMENT 4714372 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 50 0 1 275 1 1 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X THE ORGANIZATION 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 BRADY KRESS PRESIDENT/CEO 40.00 X 121503 0 0 MICHAEL LEESMAN CHAIR 1.00 X X 0 0 0 VALERIE LEMMIE VICE CHAIR 1.00 X X 0 0 0 JULIE SULLIVAN SECRETARY 1.00 X X 0 0 0 JERRY DURST TREASURER 1.00 X X 0 0 0 ROBERT TAFT BOARD MEMBER 1.00 X 0 0 0 ED GALLAGHER BOARD MEMBER 1.00 X 0 0 0 RICK OMLOR BOARD MEMBER 1.00 X 0 0 0 PAUL LOCKHART BOARD MEMBER 1.00 X 0 0 0 ROLAND GORDON BOARD MEMBER 1.00 X 0 0 0 MERLE WILBERDING BOARD MEMBER 1.00 X 0 0 0 STEPHEN WRIGHT BOARD MEMBER 1.00 X 0 0 0 TIM WHITE JR BOARD MEMBER 1.00 X 0 0 0 KENDELL THOMPSON EX OFFICIO MEMBER 1.00 X 0 0 0 MARY RIECK BOARD MEMBER 1.00 X 0 0 0 121503 0 0 1 0 0 0 0 301284 47290 20572 7108514 51750 7477660 MANAGEMENT FEES 541610 696887 696887 MUSEUM ADMISSIONS 713990 437447 437447 FACILITY RENTAL EVENTS 532000 391325 0 391325 DEVELOPMENTAL PROGRAM EVENTS 713990 245137 245137 MUSEUM PROGRAM EVENTS 713990 244257 244257 26782 26782 2041835 75981 75981 85676 0 85676 85676 85676 240029 167388 72641 72641 72641 87732 47290 59771 27961 27961 1706451 589506 1116945 1116945 MISC--SEE SCHEDULE O 900099 329416 329416 329416 11228115 3096871 391325 262259 148509 44553 66956 37000 1692724 1505263 136404 51057 96221 79407 12203 4611 183960 162503 14254 7203 11157 11157 48435 8918 39517 122264 122264 91535 55140 32395 4000 66782 9539 56243 1000 410993 410993 743 743 6509 837 5672 947872 938393 9479 81117 81117 SPECIAL PROJECTS 348337 348337 CONTRACTED SERVICES 280228 198780 81448 MAINTENANCE - BUILDING 188404 188404 DEVELOPMENT ACTIVITIES 143144 107740 35404 513922 451441 62481 5382856 4714372 528209 140275 90492 397633 2041273 4285532 381929 3505381 159916 247811 143874 138725 40720 54496 33336089 13455470 20494719 19880619 2170413 2240835 19077563 20073414 44600899 50824446 187286 284190 59910 27635 50000 0 297196 311825 X 31278453 31368242 3714559 9479012 9310691 9665367 44303703 50512621 44600899 50824446 X 5845259 8983 354676 X X 0 1 X 1 0 X X X 1 THE DAYTON FOUNDATION 316027287 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 23669 10070512 X X X 0 0 459989 43085 12988 490086 410496 56396 6903 459989 432182 -1403 20283 410496 412904 20578 1300 432182 369295 55473 11864 412904 1.00000 1 0 233116 233116 24151659 8659098 15492561 1408482 1075329 333153 7542832 3721043 3821789 19880619 COLLECTIONS 10070512 BENEFICIAL INTEREST IN PERPETUAL TRUST 9349063 CONSTRUCTION IN PROCESS 653839 20073414 X 12248009 8983 18115 1003953 1031051 11216958 11157 11157 11228115 6039091 18115 649277 667392 5371699 11157 11157 5382856 PART III, LINE 4: THE COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. THE COLLECTIONS ARE ON DISPLAY IN VARIOUS EXHIBITS AT THE PARK. IT IS THE POLICY OF THE ORGANIZATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. PART X, LINE 2: THE ORGANIZATION DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS, IF APPLICABLE, THAT MAY SUBJECT THE ORGANIZATION TO UNRELATED BUSINESS INCOME TAX BY APPLYING A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAX AUTHORITIES. THE ORGANIZATION HAS NO TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2015 THROUGH 2017 COULD BE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. HOWEVER, THERE ARE CURRENTLY NO AUDITS OR EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 354,676. COST OF SALES 589,506. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 59,771. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 589,506. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 59,771. RINGING IN THE HOLIDAYS 63316 34650 28666 22815 FLEURS DE FETE 71706 12640 59066 36957 0 135022 47290 87732 59772 59772 27960 X 2 23669 FAIR MARKET VALUE X VARIOUS 203 28081 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THIRD PARTY BROKERAGE SERVICES ARE USED TO RECEIVE AND SELL SECURITIES FOR THE ENTITY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE WHICH MAKES A RECOMMENDATION TO THE GOVERNING BOARD TO FILE THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS HANDED OUT, SIGNED OFF, AND REVIEWED BY THE FINANCE COMMITTEE CHAIR ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD, WHO IS ALSO THE HEAD OF THE EXECUTIVE COMMITTEE, CONDUCTS THE REVIEW, MAKES THE COMPENSATION RECOMMENDATION, AND ADVISES THE EXECUTIVE COMMITTEE WHO MAKES THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 354,676. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PREVIOUS YEAR. FORM 990, PART VIII, LINE 11A INCOME FROM PERPETUAL TRUST DISTRIBUTION DAYTON HISTORY REALTY LLC--USES DAYTON HISTORY EIN 1000 CARILLON BLVD DAYTON OH 45409 316037490 REAL ESTATE MANAGEMENT OH DAYTON HISTORY CARILLON CATERING 1000 CARILLON BLVD DAYTON OH 45409 273797767 HOSPITALITY MANAGEMENT OH DAYTON HISTORY HAWTHORNE HILL LLC--USES DAYTON HISTORY EIN 1000 CARILLON BLVD DAYTON OH 45409 316037490 HISTORIC PROPERTY MANAGEMENT OH DAYTON HISTORY THE DAYTON FOUNDATION 40 N MAIN ST SUITE 500 DAYTON OH 45423 316027287 COMMUNITY FOUNDATION OH 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1