OHIO HISTORY CONNECTION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
OHIO HISTORY CONNECTION (EIN 31-4389673)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-03-17
IRS object ID
201400779349300625
Schema version
2012v2.1
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)
Timestamp2014-03-17T14:57:36-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN341310124EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1REA & ASSOCIATES INC CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15775 PERIMETER DRIVE - STE 200AddressLine1
CityDUBLINCity
StateOHState
ZIP Code430173224ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN314389673EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETY INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlOHIONameControl
Phone6142972300Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameJEFFREY K WARDName
TitleCHIEF FINANCIAL OFFICERTitle
Phone6142972300Phone
Date Signed2014-03-18DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARY ELIZABETH WRIGHT CPAName
PTINP00099212PTIN
Phone6148898725Phone
Date Prepared2014-03-18DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJEFFREY K WARDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1800 E 17TH AVENUEAddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code432112474ZIPCode
FieldValueIRS element (for citing)
Gross Receipts19017679GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.OHIOHISTORY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1885YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionIDENTIFY, AUTHENTICATE, COLLECT, PRESERVE AND INTERPRET OHIO'S HISTORYActivityOrMissionDescription
Nbr Voting Members Governing Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees244TotalNbrEmployees
Total Nbr Volunteers1500TotalNbrVolunteers
Total Gross UBI-20361TotalGrossUBI
Net Unrelated Business Txbl Income-106977NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year14659689ContributionsGrantsPriorYear
Contributions Grants Current Year15963107ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1642008ProgramServiceRevenuePriorYear
Program Service Revenue CY2552703ProgramServiceRevenueCY
Investment Income Prior Year11381InvestmentIncomePriorYear
Investment Income Current Year9924InvestmentIncomeCurrentYear
Other Revenue Prior Year115714OtherRevenuePriorYear
Other Revenue Current Year45053OtherRevenueCurrentYear
Total Revenue Prior Year16428792TotalRevenuePriorYear
Total Revenue Current Year18570787TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year151366GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY150883GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year9882998SalariesEtcPriorYear
Salaries Etc Current Year9682625SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year566125TotalFundrsngExpCurrentYear
Other Expense Prior Year7277169OtherExpensePriorYear
Other Expenses Current Year8820258OtherExpensesCurrentYear
Total Expenses Prior Year17311533TotalExpensesPriorYear
Total Expenses Current Year18653766TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-882741RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-82979RevenuesLessExpensesCY
Total Assets BOY2959566TotalAssetsBOY
Total Assets EOY2501391TotalAssetsEOY
Total Liabilities BOY3061834TotalLiabilitiesBOY
Total Liabilities EOY2663463TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-102268NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-162072NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense7732501Expense
Grants0Grants
Revenue2557195Revenue
DescriptionSITE 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense3866037Expense
Grants0Grants
Revenue0Revenue
DescriptionCAPITAL PROJECTS - PLAN, DESIGN AND REHABILITATE EXISTING SITES AND EXHIBITS AS WELL AS PLAN, DESIGN AND CONSTRUCT NEW SITES AND EXHIBITS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1873222Expense
Grants150883Grants
Revenue0Revenue
DescriptionHISTORIC PRESERVATION - ADMINISTER THE STATE HISTORIC PRESERVATION OFFICE UNDER PROVISIONS OF THE NATIONAL HISTORIC PRESERVATION ACT.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense1042958Expense
Grants0Grants
Revenue0Revenue
DescriptionSTATE ARCHIVES/LIBRARY - ACQUIRE, APPRAISE AND ACCESSION HISTORICAL DOCUMENTS FOR THE STATE OF OHIO; PROVIDE RESEARCH FOR LIBRARY PATRONS; MICROFILM HISTORICAL DOCUMENTS.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp1042958TotalOfOtherProgramServiceExp
Total Program Service Expense14514718TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements1ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096344NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees244NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members20NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JEFFREY K WARDBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6142972401TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (33 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
GLENDA S GREENWOOD
PRESIDENT4.000.00XX000
THOMAS W JOHNSON
VICE PRESIDENT4.000.00XX000
RONALD J UNGVARSKY
VICE PRESIDENT4.000.00XX000
JON T ELSASSER
TREASURER4.000.00XX000
RICHARD C SIMPSON
SECRETARY4.000.00X000
ROB BERGER
TRUSTEE1.000.00X000
RICHARD F HILLIS
TRUSTEE1.000.00X000
NANCY PUTNAM HOLLISTER
TRUSTEE1.000.00X000
GEORGE M JONES III
TRUSTEE1.000.00X000
GEORGE M IRONSTRACK
TRUSTEE1.000.00X000
TAMI LONGABERGER
TRUSTEE1.000.00X000
BEVERLY MARTIN
TRUSTEE1.000.00X000
NEIL R MORTINE
TRUSTEE1.000.00X000
CATHY D NELSON
TRUSTEE1.000.00X000
MICHAEL G RAPP
TRUSTEE1.000.00X000
RODERICK H WILLCOX
TRUSTEE1.000.00X000
JAMES A WILSON
TRUSTEE1.000.00X000
JOHN KASICK
EX-OFFICIO MEMBERS1.000.00X000
TOM NIEHAUS
EX-OFFICIO MEMBERS1.000.00X000
ERIC KEARNEY
EX-OFFICIO MEMBERS1.000.00X000
ARMOND BUDISH
EX-OFFICIO MEMBERS1.000.00X000
BILL BATCHELDER
EX-OFFICIO MEMBERS1.000.00X000
MAGGIE MARCONI
EX-OFFICIO MEMBERS1.000.00X000
MOLLY WOOD
EX-OFFICIO MEMBERS1.000.00X000
JIM PETRO
EX-OFFICIO MEMBERS1.000.00X000
LYNN ELFNER
EX-OFFICIO MEMBERS1.000.00X000
STAN HEFNER
EX-OFFICIO MEMBERS1.000.00X000
CHRISTINE SCHMENK
EX-OFFICIO MEMBERS1.000.00X000
WILLIAM CARLETON
EX-OFFICIO MEMBERS1.000.00X000
JOE PATCHEN
EX-OFFICIO MEMBERS1.000.00X000
LOX A LOGAN
EXECUTIVE DIRECTOR40.000.00X175323042596
JEFFREY K WARD
CHIEF FINANCIAL OFFICER40.001.00X136500019110
JAMES WALKER
CHIEF DEVELOPMENT OFFICER40.000.00X165739048823
FieldValueIRS element (for citing)
Total Reportable Comp From Org477562TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation110529TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
QUALITY MASONRY COMPANY INC
1001 S PROSPECT ST STE 101MARIONOH43302CONSTRUCTION SERVICES280448
KF CONTSTRUCTION & EXCAVATING LLC
220 NORWEST DRCLYDEOH43410CONSTRUCTION SERVICES223668
COOPERS EXCAVATION LLC
7251 BETHLEHEM RDWINCHESTEROH456979416CONSTRUCTION SERVICES221242
ZOAR COMMUNITY ASSOCIATION
PO BOX 621ZOAROH446970621SITE MANAGEMENT SERVICES203940
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
Related Organizations983059RelatedOrganizations
Government Grants13579264GovernmentGrants
All Other Contributions1400784AllOtherContributions
Total Contributions15963107TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER PROGRAM REVENUE900099815769815769
PUBLIC SERVICES/EVENTS/RESEARCH900099640265640265
MEMBERSHIPS AND SUBSCRIPTIONS900099419637419637
GOVERNMENT CONTRACT REVENUE900099237798237798
SPECIAL EVENTS722320189160189160

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column250074TotalRevenueColumn
Related Or Exempt Function Income225670RelatedOrExemptFunctionIncome
Unrelated Business Revenue24404UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue2552703TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column5721TotalRevenueColumn
Exclusion$5,721ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column1345TotalRevenueColumn
Exclusion$1,345ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real91264Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real236824Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-145560Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-145560TotalRevenueColumn
Related Or Exempt Function Income1898RelatedOrExemptFunctionIncome
Unrelated Business Revenue-147458UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities114183Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities109980Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities4203Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column4203TotalRevenueColumn
Exclusion$4,203ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory159665GrossSalesOfInventory
Cost Of Goods Sold100088CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column59577TotalRevenueColumn
Exclusion$59,577ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionFACILITIES USEDescription
Business Code722320BusinessCode
Total Revenue Column129691TotalRevenueColumn
Related Or Exempt Function Income26998RelatedOrExemptFunctionIncome
Unrelated Business Revenue102693UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue129691TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column18570787TotalRevenueColumn
Related Or Exempt Function Income2557195RelatedOrExemptFunctionIncome
Unrelated Business Revenue-20361UnrelatedBusinessRevenue
Exclusion$70,846ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total150883Total
Program Services150883ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total563312Total
Program Services122311ProgramServices
Management And General441001ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total7084103Total
Management And General7084103ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total982561Total
Management And General982561ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total892691Total
Management And General892691ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total159958Total
Management And General159958ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total1372198Total
Management And General1372198ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total41126Total
Management And General41126ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total29998Total
Management And General29998ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3904470Total
Management And General3904470ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total304379Total
Management And General304379ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total590344Total
Management And General590344ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total945913Total
Management And General945913ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total335988Total
Management And General335988ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total43389Total
Management And General43389ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total180177Total
Management And General180177ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
PROGRAM AND OTHER SUPPL493752493752
EQUIPMENT PURCHASE319173319173
FOOD AND BEVERAGE129243129243
PROFESSIONAL DEVELOPMEN9045390453

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total39655Total
Program Services14241524ProgramServices
Management And General-14767994ManagementAndGeneral
Fundraising566125Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total18653766Total
Program Services14514718ProgramServices
Management And General3572923ManagementAndGeneral
Fundraising566125Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY431172BOY
EOY236478EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY409277BOY
EOY268062EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY914272BOY
EOY960602EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY231863BOY
EOY244136EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY172249BOY
EOY80368EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1822221LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1283203LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY519604BOY
EOY539018EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY281129BOY
EOY172727EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2959566BOY
EOY2501391EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2159615BOY
EOY2024592EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY902219BOY
EOY638871EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3061834BOY
EOY2663463EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-253820BOY
EOY-310159EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY151552BOY
EOY148087EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-102268BOY
EOY-162072EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2959566BOY
EOY2501391EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-82979ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-2989ReconciliationUnrealizedInvest
Reconcilation Donated Services26164ReconcilationDonatedServices
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18429875CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years15352020CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16356817CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year14659689CurrentTaxYearMinus1Year
Current Tax Year15963107CurrentTaxYear
Total80761508Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18429875CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years15352020CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16356817CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year14659689CurrentTaxYearMinus1Year
Current Tax Year15963107CurrentTaxYear
Total80761508Total
FieldValueIRS element (for citing)
Public Support Total17080761508PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years156327CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years113255CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33358CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year11143CurrentTaxYearMinus1Year
Current Tax Year96432CurrentTaxYear
Total410515Total
FieldValueIRS element (for citing)
Total Support81172023TotalSupport
Gross Receipts From Admissions Etc8445372GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.99490PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99340PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers1Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Mailings Members$125MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$10,000DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB10125TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1:ReturnReference
ExplanationDIRECT LOBBYING ACTIVITIES EVOLVED AROUND MEETINGS WITH STATE LEGISLATORS TO DISCUSS THE BUDGET PROCESS FOR THE OHIO HISTORICAL SOCIETYExplanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureXHistoricStructure
Total Number Of Easements6TotalNumberOfEasements
Total Acreage0.00TotalAcreage
Nmbr Hist Struct Easements6NmbrHistStructEasements
Nmbr Hist Struct Easements After0NmbrHistStructEasementsAfter
Nmbr Easements Modified0NmbrEasementsModified
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy Monitoring0WrittenPolicyMonitoring
Staff Hours Spent On Enforcement15.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement1000ExpensesIncurredForEnforcement
Sect170h Requirements Satisfied1Sect170hRequirementsSatisfied
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1881464BeginningOfYearBalance
Contributions157073Contributions
Other Expenditures3465OtherExpenditures
End Of Year Balance2035072EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1790216BeginningOfYearBalance
Contributions98748Contributions
Other Expenditures7500OtherExpenditures
End Of Year Balance1881464EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1729006BeginningOfYearBalance
Contributions67960Contributions
Other Expenditures6750OtherExpenditures
End Of Year Balance1790216EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1685062BeginningOfYearBalance
Contributions61119Contributions
Investment Earnings Or Losses-17175InvestmentEarningsOrLosses
End Of Year Balance1729006EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1683706BeginningOfYearBalance
Contributions23752Contributions
Investment Earnings Or Losses-22396InvestmentEarningsOrLosses
End Of Year Balance1685062EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.92720BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.07280TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis349866OtherCostOrOtherBasis
Book Value349866BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis54900OtherCostOrOtherBasis
Depreciation44397Depreciation
Book Value10503BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1417455OtherCostOrOtherBasis
Depreciation1238806Depreciation
Book Value178649BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings539018TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: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 1,700,000 ARTIFACTS 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 2013 AND 2012.
PART III, LINE 4:SEE NOTE FOR SCHEDULE D, PART III, LINE 1A.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE OHIO HISTORICAL SOCIETY HAS THREE SEPARATE BOARD DESIGNATED AND TEMPORARILY RESTRICTED NET ASSETS, WHICH INCLUDE THE BOARD DESIGNATED RESERVE FUND, THE BOARD DESIGNATED SPECIFIC PROGRAMS AND PROJECTS FUND, AND THE TEMPORARILY RESTRICTED OHIO BICENTENNIAL COMMISSION FUND. THE RESERVE FUND IS A SEPARATELY SEGREGATED FUND TO BE USED AT THE BOARD DISCRETION. CURRENTLY, IT IS NOT KNOWN WHAT THESE FUNDS WILL BE USED FOR. THE BOARD DESIGNATED SPECIFIC PROGRAMS AND PROJECTS FUND INCLUDES NET ASSETS THAT HAVE BEEN DESIGNATED BY THE BOARD TO PAY FOR A VARIETY OF DIFFERENT PROGRAMS AND PROJECTS THAT ARE SPECIFICALLY SELECTED BY THE BOARD. THE TEMPORARILY RESTRICTED OHIO BICENTENNIAL COMMISSION FUND INCLUDES FUNDS THAT ARE BEING USED FOR THE HISTORICAL MARKERS PROGRAM.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:"THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, CERTAIN BUSINESS ACTIVITIES OF THE ORGANIZATION MAY BE SUBJECT TO FEDERAL INCOME TAXES. NO PROVISION FOR FEDERAL TAXES WAS NECESSARY FOR THE YEARS ENDED JUNE 30, 2013 AND 2012. 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, 2009 AND PRIOR."

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
GREEN LAWN ABBEY PRESERVATION ASSOCIATION
300 W SPRING ST 904COLUMBUSOH43215316400223501(C)(3)17233GREEN LAWN ABBEY MASONRY AND BRONZE DOOR REPAIRS
CITY OF STEUBENVILLE OHIO
115 S THIRD ST STE 106STEUBENVILLEOH43952346002729GOVERNMENTAL-SEC 11515000DEVELOPMENT OF THE HISTORIC PRESERVATION SECTION OF THE CITY COMPREHENSIVE PLAN
CITY OF NORTH OLMSTEAD
5200 DOVER CENTER RDNORTH OLMSTEADOH44070346002048GOVERNMENTAL-SEC 1158942INTENSIVE ARCHITECTURE SURVEY OF THE BUTTERNUT RIDGE DISTRICT
CITY OF SHAKER HEIGHTS
3400 LEE RDSHAKER HEIGHTSOH44120646002615GOVERNMENTAL-SEC 11514175COLLECTION AND INTEGRATION OF DATA FOR THE HISTORIC SHAKER MOBILE APP
COLUMBUS COMPACT CORPORATION
1000 E MAIN STCOLUMBUSOH43205311446694501(C)(3)20931FRANKLIN PARK TROLLEY BARN FEASIBILITY STUDY
CITY OF GREEN
PO BOX 278GREENOH442320278341668531GOVERNMENTAL-SEC 11514623HARTONG FARM HOUSE DEMOLITION AND REMOVAL OF NON-CONTRIBUTING STRUCTURES
THE CLEVELAND MUSEUM OF NATURAL HISTORY
1 WADE OVAL DRCLEVELANDOH441061767340714338501(C)(3)6437TO PILOT A PROGRAM TO DOCUMENT PREHISTORIC NATIVE AMERICAN ARCHEOLOGICAL SITES IN THE EASTERN LAKE ERIE BASIN
DENNISON RAILROAD DEPOT MUSEUM
PO BOX 11DENNISONOH44621341440913501(C)(3)7500TO ALLEVIATE CROWDED ARTIFACT STORAGE CONDITIONS AT TWO OF ITS MUSEUMS AND ENABLE BOTH TO MOVE TO A FACILITY WHICH WILL INSURE THE LONG-TERM PRESERVATION OF THE HISTORICAL COLLECTIONS.
EDEN VALLEY ENTERPRISE
1250 EAST RIVER STELYRIAOH44035341211880501(C)(3)7500FOR SUPPORT OF A PBS DOCUMENTARY ABOUT EMMA "GRANDMA" GATEWOOD.
CLARK COUNTY HISTORICAL SOCIETY
117 S FOUNATION AVESPRINGFIELDOH45502310806202501(C)(3)7500TO ENABLE THEM TO UPDATE AND IMPROVE THE CARE OF COLLECTIONS OF HISTORICAL ARTIFACTS AND MAKE THEM ACCESSIBLE THROUGH DIGITAL CATALOG.
CLEVELAND RESTORATION SOCIETY
3751 PROSPECT STCLEVELANDOH441152705237218767501(C)(3)7500FOR THEIR "KNOW OUR HERITAGE EDUCATIONAL PROGRAM" WHICH WILL DOCUMENT AND RAISE AWARENESS OF ENDANGERED HISTORIC SITES IN CLEVELAND'S AFRICAN AMERICAN COMMUNITY.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants11TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: TO 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. TO MONITOR THE CONGRESSIONAL ACADEMY GRANTS (STIPENDS), THE ORGANIZATION SENDS OUT A SURVEY MONTHLY TO EACH TEACHER OR STUDENT ASKING A VARIETY OF QUESTIONS, INCLUDING WHAT THE PROGRESS OF THE PROJECT IS, HOW MUCH OF THE MONEY HAS BEEN SPENT, AND ON WHAT THE MONEY HAS BEEN SPENT.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
LOX A LOGAN
EXECUTIVE DIRECTOR16722801200068950245450180510217919000
JEFFREY K WARD
CHIEF FINANCIAL OFFICER1334920120001808019110000155610000
JAMES WALKER
CHIEF DEVELOPMENT OFFICER16269101200018480232030256200214562000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 1AReturnReference
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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION MISSION STATEMENTFORM 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.
OTHER FEESFORM 990, PART IX, LINE 11GOTHER FEES-MNGMNT-990 : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,904,470. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,904,470.
AUDIT COMMITTEEFORM 990, PART XI, LINE 2CTHE 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

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETY FOUNDATIONBusinessNameLine1

Address US AddressUS

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 ACTIVITIESPrimaryActivities
Legal Domicile StateOHLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status509(A)(3) TYPE IPublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETYBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org1ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
OHIO HISTORICAL SOCIETY FOUNDATION
M566125COST
OHIO HISTORICAL SOCIETY FOUNDATION
C983059COST

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