OHIO HISTORY CONNECTION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
OHIO HISTORY CONNECTION (EIN 31-4389673)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-04-01
IRS object ID
201530919349300103
Schema version
2013v4.0
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)
Return2015-04-01T08:39:00-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341310124PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REA & ASSOCIATES INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1941 STEUBENVILLE AVE PO BOX 820AddressLine1
CityCAMBRIDGECity
StateOHState
ZIP Code437250820ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN314389673EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETY INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6142972300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 E 17TH AVENUEAddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code432112474ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY K WARDPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone6142972300PhoneNum
Signature2015-03-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone7404325658PhoneNum
Preparation2015-02-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORY CONNECTIONBusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerJEFFREY K WARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 E 17TH AVENUEAddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code432112474ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$19,228,741GrossReceiptsAmt
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 HISTORYActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee227TotalEmployeeCnt
Total Volunteers1500TotalVolunteersCnt
Total Gross UBI$116,744TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,963,107PYContributionsGrantsAmt
CY Contributions Grants$16,357,384CYContributionsGrantsAmt
PY Program Service Revenue$2,552,703PYProgramServiceRevenueAmt
CY Program Service Revenue$2,480,055CYProgramServiceRevenueAmt
PY Investment Income$9,924PYInvestmentIncomeAmt
CY Investment Income$5,121CYInvestmentIncomeAmt
PY Other Revenue$45,053PYOtherRevenueAmt
CY Other Revenue-$32,336CYOtherRevenueAmt
PY Total Revenue$18,570,787PYTotalRevenueAmt
CY Total Revenue$18,810,224CYTotalRevenueAmt
PY Grants And Similar Paid$150,883PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$215,241CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,682,625PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,126,842CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$582,770CYTotalFundraisingExpenseAmt
PY Other Expenses$8,820,258PYOtherExpensesAmt
CY Other Expenses$9,083,592CYOtherExpensesAmt
PY Total Expenses$18,653,766PYTotalExpensesAmt
CY Total Expenses$19,425,675CYTotalExpensesAmt
PY Revenues Less Expenses-$82,979PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$615,451CYRevenuesLessExpensesAmt
Total Assets BOY$2,501,391TotalAssetsBOYAmt
Total Assets EOY$2,669,677TotalAssetsEOYAmt
Total Liabilities BOY$2,663,463TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,447,275TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$162,072NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$777,598NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$10,799,516ExpenseAmt
Grant$0GrantAmt
Revenue$2,264,584RevenueAmt
DescSITE OPERATIONS/EDUCATION - OPERATE & 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$2,946,447ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
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$1,907,155ExpenseAmt
Grant$215,241GrantAmt
Revenue$0RevenueAmt
DescHISTORIC PRESERVATION - ADMINISTER THE STATE HISTORIC PRESERVATION OFFICE UNDER PROVISIONS OF THE NATIONAL HISTORIC PRESERVATION ACT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,247,217ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescSTATE ARCHIVES/LIBRARY - ACQUIRE, APPRAISE AND ACCESSION HISTORICAL DOCUMENTS FOR THE STATE OF OHIO; PROVIDE RESEARCH FOR LIBRARY PATRONS; MICROFILM HISTORICAL DOCUMENTS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,247,217TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$16,900,335TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
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 Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document226IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee227EmployeeCnt
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
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 WARDBusinessNameLine1
FieldValueIRS element (for citing)
Phone6142972300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 E 17TH AVENUEAddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code432112474ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GLENDA S GREENWOOD
PRESIDENT4.000.00Yes (X)Yes (X)$0$0$0
RONALD J UNGVARSKY
VICE PRESIDENT4.000.00Yes (X)Yes (X)$0$0$0
ROBERT W LUCAS
TREASURER4.000.00Yes (X)Yes (X)$0$0$0
RICHARD C SIMPSON
SECRETARY4.000.00Yes (X)Yes (X)$0$0$0
THOMAS V CHEMA
TRUSTEE1.000.00Yes (X)$0$0$0
C ELLEN CONNALLY
TRUSTEE1.000.00Yes (X)$0$0$0
LOANN WCRANE
TRUSTEE1.000.00Yes (X)$0$0$0
JAMES F DICKE II
TRUSTEE1.000.00Yes (X)$0$0$0
RICHARD F HILLIS
TRUSTEE1.000.00Yes (X)$0$0$0
NANCY PUTNAM HOLLISTER
TRUSTEE1.000.00Yes (X)$0$0$0
GEORGE M IRONSTRACK
TRUSTEE1.000.00Yes (X)$0$0$0
TAMI LONGABERGER
TRUSTEE1.000.00Yes (X)$0$0$0
CATHY D NELSON
TRUSTEE1.000.00Yes (X)$0$0$0
MARK D OKEY
TRUSTEE1.000.00Yes (X)$0$0$0
MICHAEL G RAPP
TRUSTEE1.000.00Yes (X)$0$0$0
RODERICK H WILLCOX
TRUSTEE1.000.00Yes (X)$0$0$0
JAMES A WILSON
TRUSTEE1.000.00Yes (X)$0$0$0
JOHN R KASICH
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
KEITH FABER
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
JOE SCHIAVONI
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
WILLIAM G BATCHELDER
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
TRACY MAXWELL HEARD
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
MAGGIE MARCONI
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
JONATHAN REED WINKLER
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
JOHN CAREY
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
STEPHEN MCCONOUGHEY
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
RICHARD A ROSS
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
WILLIAM E CARLETON
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
MARY CUSICK
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
JOE PATCHEN
EX-OFFICIO MEMBERS1.000.00Yes (X)$0$0$0
LOX A LOGAN
EXECUTIVE DIRECTOR40.000.00Yes (X)$185,687$0$40,471
JEFFREY K WARD
CHIEF FINANCIAL OFFICER40.001.00Yes (X)$137,249$0$19,215
JAMES WALKER
CHIEF DEVELOPMENT OFFICER40.000.00Yes (X)$169,474$0$43,566
JAMISON PACK
CHIEF MARKETING OFFICER40.000.00Yes (X)$37,782$0$25,129
FieldValueIRS element (for citing)
Total Reportable Comp From Org$530,192TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$128,381TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
GENERAL TEMPERATURE CONTROL INC
970 WALNUT STCANAL WINCHESTEROH43110CONSTRUCTION SERVICES$472,434
HEYNE CONSTRUCTION INC
PO BOX 109MINISTEROH458650109CONSTRUCTION SERVICES$229,486
PECKHAM GUYTON ALBERS & VIETS INC
200 N BROADWAY SUITE 1000ST LOUISMO63102CONSULTING SERVICES$212,884
COHEE PRESERVATION COMPANY LLC
1930 BETHEL MAPLE RDHAMERSVILLEOH45130CONSTRUCTION SERVICES$170,051
ALLEGHENY RESTORATION & BUILDERS INC
PO BOX 18032MORGANTOWNWV26508CONSTRUCTION SERVICES$161,961
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Related Organizations$2,201,725RelatedOrganizationsAmt
Government Grants$14,096,693GovernmentGrantsAmt
All Other Contributions$58,966AllOtherContributionsAmt
Total Contributions$16,357,384TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER PROGRAM REVENUE900099$685,745$685,745
MEMBERSHIPS AND SUBSCRIPTIONS900099$480,520$480,520
PUBLIC SERVICES/EVENTS/RESEARCH900099$458,482$458,482
GOVERNMENT CONTRACT REVENUE900099$320,249$320,249
ADMISSIONS AND PARKING812930$288,038$288,038

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$247,021TotalRevenueColumnAmt
Related Or Exempt Func Income$247,021RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,480,055TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,121TotalRevenueColumnAmt
Exclusion$5,121ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$663TotalRevenueColumnAmt
Exclusion$663ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$84,385RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$313,430RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$229,045RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$229,045TotalRevenueColumnAmt
Related Or Exempt Func Income-$229,045RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$170,815GrossSalesOfInventoryAmt
Cost Of Goods Sold$105,087CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,728TotalRevenueColumnAmt
Exclusion$65,728ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFACILITIES USEDesc
Business722320BusinessCd
Total Revenue Column$130,318TotalRevenueColumnAmt
Related Or Exempt Func Income$13,574RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$116,744UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$130,318OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,810,224TotalRevenueColumnAmt
Related Or Exempt Func Income$2,264,584RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$116,744UnrelatedBusinessRevenueAmt
Exclusion$71,512ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$215,241TotalAmt
Program Services$215,241ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$658,573TotalAmt
Program Services$150,633ProgramServicesAmt
Management And General$507,940ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,452,770TotalAmt
Program Services$7,452,770ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,038,349TotalAmt
Program Services$1,038,349ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$810,388TotalAmt
Program Services$810,388ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$166,762TotalAmt
Program Services$166,762ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,562,909TotalAmt
Management And General$1,562,909ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$41,214TotalAmt
Management And General$41,214ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,578TotalAmt
Management And General$30,578ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,702,041TotalAmt
Program Services$3,207,055ProgramServicesAmt
Management And General$494,986ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$358,900TotalAmt
Management And General$358,900ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$715,438TotalAmt
Management And General$715,438ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,062,941TotalAmt
Program Services$1,062,941ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$423,593TotalAmt
Management And General$423,593ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$55,248TotalAmt
Program Services$55,248ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$183,297TotalAmt
Management And General$183,297ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM AND OTHER SUPPL$404,046$391,475$12,571
EQUIPMENT PURCHASE$208,342$208,342
PROFESSIONAL DEVELOPMEN$158,794$158,794
FOOD AND BEVERAGE$130,738$130,738

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$45,513TotalAmt
Program Services$2,218,735ProgramServicesAmt
Management And General-$2,755,992ManagementAndGeneralAmt
Fundraising$582,770FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$19,425,675TotalAmt
Program Services$16,900,335ProgramServicesAmt
Management And General$1,942,570ManagementAndGeneralAmt
Fundraising$582,770FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$236,478BOYAmt
EOY$166,671EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$268,062BOYAmt
EOY$242,432EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$960,602BOYAmt
EOY$1,132,917EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$244,136BOYAmt
EOY$247,352EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$80,368BOYAmt
EOY$52,416EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,962,998LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,326,173LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$539,018BOYAmt
EOY$636,825EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$172,727BOYAmt
EOY$191,064EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,501,391BOYAmt
EOY$2,669,677EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,024,592BOYAmt
EOY$2,542,659EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$638,871BOYAmt
EOY$754,616EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$150,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,663,463BOYAmt
EOY$3,447,275EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$310,159BOYAmt
EOY-$925,685EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$148,087BOYAmt
EOY$148,087EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$162,072BOYAmt
EOY-$777,598EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,501,391BOYAmt
EOY$2,669,677EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$615,451ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts-$75DonatedServicesAndUseFcltsAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
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$15,352,020CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,356,817CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,659,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,963,107CurrentTaxYearMinus1YearAmt
Current Tax Year$16,357,384CurrentTaxYearAmt
Total$78,689,017TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,352,020CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,356,817CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,659,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,963,107CurrentTaxYearMinus1YearAmt
Current Tax Year$16,357,384CurrentTaxYearAmt
Total$78,689,017TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$78,689,017PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,255CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,432CurrentTaxYearMinus1YearAmt
Current Tax Year$5,784CurrentTaxYearAmt
Total$259,972TotalAmt
FieldValueIRS element (for citing)
Total Support$78,948,989TotalSupportAmt
Gross Receipts Rltd Activities$9,358,489GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99670PublicSupportCY170Pct
Public Support PY1700.99490PublicSupportPY170Pct
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)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Mailings Members$125MailingsMembersAmt
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$10,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$10,125TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationDIRECT 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
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy Monitoring0WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement15.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$1,000ExpensesIncurredEnforcementAmt
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$54,900OtherCostOrOtherBasisAmt
Depreciation$54,900DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,558,232OtherCostOrOtherBasisAmt
Depreciation$1,271,273DepreciationAmt
Book Value$286,959BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$636,825TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:THE ORGANIZATION DOES NOT INCLUDE THE VALUE OF CONSERVATION EASEMENTS IN ITS FINANCIAL STATEMENT NOR ARE THEY INCLUDED IN THE FOOTNOTES TO THE FINANCIAL STATEMENTS.
PART III, LINE 1A:COLLECTIONS 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 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 COLLECTIONS CONTAINS OBJECTS FROM 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 OHIO'S HISTORIC 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 2014 AND 2013.
PART III, LINE 4:SEE NOTE FOR SCHEDULE D, PART III, LINE 1A.
PART X, LINE 2:"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. 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, 2010 AND PRIOR."
SCHEDULE D, PART V, LINES 1A 0- 4THE ORGANIZATION HAS REPORTED ENDOWMENT FUNDS ON SCHEDULE D IN PRIOR YEARS. HOWEVER, BASED ON INFORMATION BROUGHT TO LIGHT, IT HAS BEEN DETERMINED THAT THE ENDOWMENTS BELONG TO AND ARE REPORTABLE BY THE OHIO HISTORICAL SOCIETY FOUNDATION, INC. THE FINANCIAL STATEMENTS ARE PREPARED ON A CONSOLIDATED BASIS SO THIS DETAIL HAD BEEN DIFFICULT TO DRAW OUT UNTIL THIS YEAR.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
GREEN LAWN ABBEY PRESERVATION ASSOCIATION
300 W SPRING ST 904COLUMBUSOH43215316400223501(C)(3)$21,609GREEN LAWN ABBEY NORTH CHAPEL ROOF REPLACEMENT AND MASONRY REPAIRS
COLUMBUS LANDMARKS FOUNDATION
61 JEFFERSON AVE 2ND FLCOLUMBUSOH432153859310914612501(C)(3)$10,000PREPARATION OF THE NATIONAL REGISTER OF HISTORIC PLACES NOMINATION FOR HANFORD VILLAGE
VILLAGE OF NEW RICHMOND
102 WILLOW STNEW RICHMONDOH45157316001077GOVERNMENTAL-SEC.115$6,492ROSS GOWDY HOUSE BOX GUTTER AND DOWNSPOUT REPAIR
ALLIANCE AREA PRESERVATION SOCIETY
PO BOX 2738ALLIANCEOH44601341698501501(C)(3)$11,519HAINES HOUSE ROOF REPLACEMENT AND INSTALLATION OF SHUTTERS
VILLAGE OF BURTON
14588 WEST PARK PO BOX 408BURTONOH44021346000465GOVERNMENTAL-SEC.115$5,715SURVEY OF THE HISTORIC DISTRICT
CANAL FULTON PUBLIC LIBRARY
154 E MARKET STCANAL FULTONOH44614346003283501(C)(3)$5,320EVALUATION AND RECOMMENDATIONS FOR ADDRESSING MOISTURE ISSUES AT THE HISTORIC PUBLIC LIBRARY BUILDING
OHIO HISTORICAL SOCIETY INC
800 E 17TH AVECOLUMBUSOH43211314389673501(C)(3)$26,716QUAKER MEETING HOUSE, MT PLEASANT, OH MOLD REMEDIATION AND PAINTING
CITY OF GREEN
PO BOX 278GREENOH442320278341668531GOVERNMENTAL-SEC.115$22,228HARTONG FARMSTEAD ROOF REPLACEMENT ON THE FARM HOUSE
CLEVELAND RESTORATION SOCIETY
3751 PROSPECT STCLEVELANDOH441152705237218767501(C)(3)$10,000TASK FORCE TO DEVELOP CONTEXT AND DIRECT THE SURVEY OF AFRICAN AMERICAN RESOURCES
PIONEER AND HISTORICAL SOCIETY OF MUSKINGUM COUNTY
115 JEFFERSON STZANESVILLEOH43701316059490501(C)(3)$6,400HISTORY GRANT PROGRAM FOR THE STONE ACADEMY ROOF RESTORATION PROJECT.
DAYTON HISTORY
1000 CARILLON BLVDDAYTONOH454092023316037490$9,000HISTORY GRANT PROGRAM FOR THEIR EILLAIM PRESTON MAYFIELD PHOTOGRAPH REHOUSING PROJECT
ROSS COUNTY HISTORICAL SOCIETY
45 W FIFTH STCHILLICOTHEOH45061311080870501(C)(3)$5,000HISTORY GRANT PROGRAM FOR THE HISTORICAL TEXTILE STORAGE PROJECT
DAYTON SOCIETY OF NATURAL HISTORY INC
2600 DEWEESE PARKWAYDAYTONOH45414310585917501(C)(3)$8,000HISTORY GRANT PROGRAM FOR THEIR SUNWATCH BIG HOUSE REVITALIZATION PROJECT.
FRIENDS OF WHITE WATER SHAKER VILLAGE INC
PO BOX 62714CINCINNATIOH45262043664958501(C)(3)$8,250HISTORY GRANT PROGRAM FOR THEIR ADA RESTROOM FACILITY PROJECT.
CUYAHOGA COUNTY PLANNING COMMISSION
2905 FRANKLIN BLVDCLEVELANDOH44113346000814GOVERNMENTAL-SEC.115$8,250HISTORY GRANT FOR CUYAHOGA COUNTY:MID-20TH CENTURY ARCHITECTURE & HISTORY SURVEY.
THE CLEVELAND MUSEUM OF NATURAL HISTORY
1 WADE OVAL DRCLEVELANDOH441061767340714338501(C)(3)$6,436HISTORY GRANT PROGRAM FOR THEIR PILOT STUDY PROJECT ON: A RAPID, INEXPENSIVE METHOD FOR INVESTIGATING COMMUNITY STRUCTURE IN LAKE ERIE BASIN
GREENE COUNTY COMMUNITY FOUNDATION
941 W SECOND STXENIAOH45385311751001501(C)(3)$8,000PPI GRANT FOR DXN NATIONAL REGISTERATION NOMINATION.
SLAVIC VILLAGE DEVELOPMENT
5620 BROADWAY AVECLEVELANDOH44127341344279501(C)(3)$3,600HISTORY GRANT PROGRAM FOR VIOLA BUILDING STABILIZATION PROJECT.
THE UNION COUNTY HISTORICAL SOCIETY
127 W SIXTH STMARYSVILLEOH43040316050290501(C)(3)$300HISTORY GRANT PROGRAM FOR THE 1937 UNION COUNTY FILMS PRESERVATION PROJECT.
WORTHINGTON HISTORICAL SOCIETY
50 W NEW ENGLAND AVEWORTHINGTONOH43085310726223501(C)(3)$1,700HISTORY GRANT PROGRAM FOR ORANGE JOHNSON HOUSE ROOF REPLACEMENT PROJECT.
SUMMIT COUNTY HISTORICAL SOCIETY OF AKRON OHIO
550 COPLEY RDAKRONOH44320340766170501(C)(3)$4,250HISTORY GRANT PROGRAM FOR COLLECTIONS MANAGEMENT FOR 2025-AKRON'S BICENTENNIAL.
WILLIAMS COUNTY RECORDS CENTER
107 W BUTLER STBRYANOH43506346401595GOVERNMENTAL-SEC. 11$1,900HISTORY GRANT PROGRAM FOR PRESERVATION ASSESSMENT.
HISTORIC NEW RICHMOND
PO BOX 125 GEORGE STNEW RICHMONDOH45157310989283GOVERNMENTAL-SEC. 11$1,400HISTORY GRANT FOR ROSS-GOWDY HOUSE MUSEUM WINDOWS PHASE 3.
BLOOMFIELDSCHON PARTNERS LLC
660 LINCOLN AVE STE 303CINCINNATIOH45206202613605$4,000PPI GRANT FOR KIRBY SCHOOL REGISTERATION NOMINATION.
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
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 CERTIFIED LOCAL GOVERNMENT GRANTS MUST PRODUCE A PRODUCE 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 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 OHIO'S 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 (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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 (3 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
EXECUTIVE DIRECTOR$177,997$0$0$0$7,690$0$25,996$0$14,475$0$226,158$0$0$0
JEFFREY K WARD
CHIEF FINANCIAL OFFICER$135,200$0$0$0$2,049$0$19,215$0$0$0$156,464$0$0$0
JAMES WALKER
CHIEF DEVELOPMENT OFFICER$167,897$0$0$0$1,577$0$23,726$0$19,840$0$213,040$0$0$0

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 ADDITIONAL COMPENSATION AS THE MEMBERSHIP IS USED FOR BUSINESS PURPOSES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1THE 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 PREFORM CERTAIN FUNCTIONS SUCH AS MANAGE THE STATE'S HISTORIC PRESERVATION PROGRAM, SUPERVISE THE STATE ARCHIVES AND A 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 HISTORICAL SOCIETY OFFERS TWO LEVELS OF MEMBERSHIP INDIVIDUAL AND FAMILY. WITHIN THOSE LEVELS ARE THREE BENEFIT TIERS BASIC, PLUS AND PREMIUM. IN ADDITION, THERE ARE FOUR INVESTOR LEVELS OHIO BUCKEYE CIRCLE, SCARLET CARNATION CIRCLE, CARDINAL CIRCLE AND DIRECTORS CIRCLE WHICH COMBINE MEMBERSHIP AT THE PREMIUM FAMILY LEVEL AND PHILANTHROPY OPPORTUNITIES. ALL CATEGORIES OF MEMBERSHIP INCLUDE A VARIETY OF STANDARD BENEFITS. 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 3 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 12CTHE ORGANIZATION ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEE 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 15EXECUTIVE 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 VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSTRUCTION SERVICES: PROGRAM SERVICE EXPENSES 2,246,342. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,246,342. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 468,935. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 468,935. ENGINEERING SERVICES: PROGRAM SERVICE EXPENSES 172,295. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,295. DESIGN & LAYOUT: PROGRAM SERVICE EXPENSES 126,944. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,944. OTHER SERVICES: PROGRAM SERVICE EXPENSES 192,539. MANAGEMENT AND GENERAL EXPENSES 494,986. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 687,525.
FORM 990, PART XI, LINE 2CAUDIT COMMITTEE: THE AUDITOR OF THE STATE OF OHIO IS ULTIMATELY RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND THE PROCESS FOR SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED 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 FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 E 17TH AVENUEAddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code432112474ZIPCode
FieldValueIRS element (for citing)
EIN311089327EIN
Primary ActivitiesASSISTS THE OHIO HISTORICAL SOCIETY IN ITS FUNDRAISING ACTIVITIESPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(3) TYPE IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETYBusinessNameLine1
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$1,848,541COST
OHIO HISTORICAL SOCIETY FOUNDATION
M$335,579COST

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