2018-02-01T13:39:06-06:00 2017-06-30 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2016-07-01 316037490 DAYTON HISTORY DAYT 9372932841 1000 CARILLON BOULEVARD DAYTON OH 454092023 BRADY KRESS PRESIDENT/CEO 9372932841 2018-01-25 1 KEVIN HAGSTROM P01342096 9372993400 74.218.208.164 2018-01-25 17:12:03 ES P 70676ED738F424F11C890A0A25F6835B0C51ADD5 9998A780894C0A0B0EAC0F51846D56B88B590F73 2016 2021-01-29 14:40:06Z BRADY KRESS 1000 CARILLON BOULEVARD DAYTON OH 454092023 9696925 0 X WWW.DAYTONHISTORY.ORG X 1940 OH TO OPERATE A HISTORICAL PARK AND MUSEUMS IN THE DAYTON, OH AREA. 13 12 251 500 397241 0 2987378 4977444 1677059 2073166 56018 114794 1881641 1538027 6602096 8703431 0 0 0 0 2425623 2168018 0 0 68855 3153347 3535673 5578970 5703691 1023126 2999740 40798149 44600899 431919 297196 40366230 44303703 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 2024956 189207 EDUCATIONAL SERVICES: GUIDED TOURS, HERITAGE DINING, ANNUAL HERITAGE FESTIVAL, SUMMER EDUCATIONAL CAMPS, HISTORICAL REENACTMENTS 2251960 737262 MUSEUM SERVICES: COLLECTIONS, ARTIFACTS AND EXHIBIT MAINTENANCE AND PRESERVATION OF BUILDINGS WHICH HOUSE HISTORICAL ARTIFACTS 841238 1146698 DEVELOPMENT AND MARKETING: ADMISSIONS, SPECIAL PARK EVENTS, EVENT RENTALS, MEMBERSHIP DEVELOPMENT 5118154 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 0 0 0 1 1 0 0 0 1 50 0 1 251 1 1 1 0 0 0 0 1 1 0 0 0 X 13 12 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 ROBERT TAFT BOARD MEMBER 1.00 X 0 0 0 ED GALLAGHER BOARD MEMBER 1.00 X 0 0 0 ELLEN IRELAND 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 BOARD MEMBER 1.00 X 0 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 DEAN ALEXANDER EX OFFICIO MEMBER 1.00 X 0 0 0 BRADY KRESS PRESIDENT/CEO 40.00 X 128406 0 16770 128406 0 16770 1 0 0 0 0 284942 43400 21022 4628080 3017406 4977444 MANAGEMENT FEES 541610 737262 737262 FACILITY RENTAL EVENTS 532000 438330 41089 397241 MUSEUM ADMISSIONS 713990 434547 434547 DEVELOPMENTAL PROGRAM EVENTS 713990 225497 225497 MUSEUM PROGRAM EVENTS 713990 189207 189207 48323 48323 2073166 56629 56629 81716 0 81716 81716 81716 316215 258050 58165 58165 58165 80620 43400 57265 23355 23355 1785015 678179 1106836 1106836 MISC--SEE SCHEDULE O 900099 326120 326120 326120 8703431 3108881 397241 219865 X 157879 47364 73515 37000 1717895 1594126 123769 104985 93087 9678 2220 187259 170902 13582 2775 16770 16770 48374 7230 41144 106147 106147 84421 51854 28567 4000 53074 5491 46583 1000 423506 423506 196 196 5962 904 5058 934648 925301 9347 74560 74560 SPECIAL PROJECTS 544527 544527 CONTRACTED SERVICES 221200 163602 57598 EXHIBITS 180164 180164 FACILITY RENTAL EVENTS 145348 145348 696776 583845 91071 21860 5703691 5118154 516682 68855 328864 90492 1582138 2041273 297434 381929 143104 159916 152832 143874 33839 40720 33002317 12507598 20912450 20494719 2074648 2170413 15272840 19077563 40798149 44600899 265259 187286 66660 59910 100000 50000 431919 297196 X 28917163 31278453 2934925 3714559 8514142 9310691 40366230 44303703 40798149 44600899 X 2999740 127964 13220 796549 X X 0 1 X 1 0 X X X 1 THE DAYTON FOUNDATION 316027287 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 0 410496 56396 6903 459989 432182 -1403 20283 410496 412904 20578 1300 432182 369295 55473 11864 412904 341596 32426 4727 369295 1.00000 1 0 233116 233116 23895181 8042095 15853086 1360957 986881 374076 7513063 3478622 4034441 20494719 COLLECTIONS 10046843 BENEFICIAL INTEREST IN PERPETUAL TRUST 8994387 CONSTRUCTION IN PROCESS 36333 19077563 X 10359838 127964 13220 1531993 1673177 8686661 16770 16770 8703431 6422365 735444 735444 5686921 16770 16770 5703691 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, 2014 THROUGH 2016 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 796,549. COST OF SALES 678,179. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 57,265. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 678,179. SPECIAL EVENTS COSTS RECLASSIFIED ON FORM 990 57,265. RINGING IN THE HOLIDAYS 57795 28400 29395 20608 FLEURS DE FETE 66225 15000 51225 36657 0 124020 43400 80620 57265 57265 23355 X 1 3000000 FAIR MARKET VALUE X VARIOUS 104 17406 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. 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 IX, LINE 24E DEVELOPMENT ACTIVITIES: PROGRAM SERVICE EXPENSES 120,279. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 21,860. TOTAL EXPENSES 142,139. SUPPLIES: PROGRAM SERVICE EXPENSES 90,625. MANAGEMENT AND GENERAL EXPENSES 12,423. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,048. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 89,152. MANAGEMENT AND GENERAL EXPENSES 4,741. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,893. BANK FEES: PROGRAM SERVICE EXPENSES 24,797. MANAGEMENT AND GENERAL EXPENSES 61,243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,040. MAINTENANCE - BUILDING: PROGRAM SERVICE EXPENSES 71,359. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,359. MAINTENANCE - GROUND: PROGRAM SERVICE EXPENSES 61,198. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,198. MAINTENANCE - EQUIPMENT: PROGRAM SERVICE EXPENSES 45,576. MANAGEMENT AND GENERAL EXPENSES 9,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,687. EDUCATION PROGRAMMING: PROGRAM SERVICE EXPENSES 52,909. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,909. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 16,455. MANAGEMENT AND GENERAL EXPENSES 3,553. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,008. DAYTON HERITAGE FESTIVAL EXPENSE: PROGRAM SERVICE EXPENSES 11,495. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,495. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 796,549. 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 0 0 DAYTON HISTORY CARILLON CATERING 1000 CARILLON BLVD DAYTON OH 45409 273797767 HOSPITALITY MANAGEMENT OH 0 0 DAYTON HISTORY HAWTHORNE HILL LLC--USES DAYTON HISTORY EIN 1000 CARILLON BLVD DAYTON OH 45409 316037490 HISTORIC PROPERTY MANAGEMENT OH 0 0 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 THE DAYTON FOUNDATION C 85683 ACTUAL DOLLAR AMOUNT THE DAYTON FOUNDATION S 326120 ACTUAL DOLLAR AMOUNT