OHIO HISTORY CONNECTION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
OHIO HISTORY CONNECTION (EIN 31-4389673)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-02-15
IRS object ID
201320469349301607
Schema version
2011v1.5
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)
Timestamp2013-02-15T11:16:13-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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 Signed2013-02-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGRETA RZYMEK CPAName
PTINP00181209PTIN
Phone6148898725Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

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 Receipts17408116GrossReceipts
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 Employees246TotalNbrEmployees
Total Nbr Volunteers1343TotalNbrVolunteers
Total Gross UBI27904TotalGrossUBI
Net Unrelated Business Txbl Income-41483NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year16022369ContributionsGrantsPriorYear
Contributions Grants Current Year14659689ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1419380ProgramServiceRevenuePriorYear
Program Service Revenue CY1642008ProgramServiceRevenueCY
Investment Income Prior Year36089InvestmentIncomePriorYear
Investment Income Current Year11381InvestmentIncomeCurrentYear
Other Revenue Prior Year-85122OtherRevenuePriorYear
Other Revenue Current Year115714OtherRevenueCurrentYear
Total Revenue Prior Year17392716TotalRevenuePriorYear
Total Revenue Current Year16428792TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year148104GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY151366GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year9129147SalariesEtcPriorYear
Salaries Etc Current Year9882998SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year582079TotalFundrsngExpCurrentYear
Other Expense Prior Year8611569OtherExpensePriorYear
Other Expenses Current Year7277169OtherExpensesCurrentYear
Total Expenses Prior Year17888820TotalExpensesPriorYear
Total Expenses Current Year17311533TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-496104RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-882741RevenuesLessExpensesCY
Total Assets BOY4045359TotalAssetsBOY
Total Assets EOY2959566TotalAssetsEOY
Total Liabilities BOY3324058TotalLiabilitiesBOY
Total Liabilities EOY3061834TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY721301NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-102268NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense8239049Expense
Grants22100Grants
Revenue1653194Revenue
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)
Expense1814065Expense
Grants0Grants
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)
Expense1820668Expense
Grants129266Grants
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)
Expense1109157Expense
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 Exp1109157TotalOfOtherProgramServiceExp
Total Program Service Expense12982939TotalProgramServiceExpense
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 Individuals1GrantsToIndividuals
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 With1096217NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees246NumberOfEmployees
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 (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
RICHARD T PRASSE
PRESIDENT4.00XX000
GLENDA S GREENWOOD
VICE PRESIDENT4.00XX000
JON T ELSASSER
TREASURER4.00XX000
RICHARD C SIMPSON
SECRETARY4.00XX000
ROB BERGER
TRUSTEE1.00X000
JAN M DEVEREAUX
TRUSTEE1.00X000
RICHARD F HILLIS
TRUSTEE1.00X000
NANCY PUTNAM HOLLISTER
TRUSTEE1.00X000
THOMAS W JOHNSON
TRUSTEE1.00X000
GEORGE M JONES III
TRUSTEE1.00X000
GEORGE M IRONSTRACK
TRUSTEE1.00X000
BEVERLY MARTIN
TRUSTEE1.00X000
NEIL R MORTINE
TRUSTEE1.00X000
CATHY D NELSON
TRUSTEE1.00X000
RONALD J UNGVARSKY
TRUSTEE1.00X000
RODERICK H WILLCOX
TRUSTEE1.00X000
JAMES A WILSON
TRUSTEE1.00X000
JOHN KASICH
EX-OFFICIO MEMBERS1.00X000
TOM NIEHAUS
EX-OFFICIO MEMBERS1.00X000
ERIC KEARNEY
EX-OFFICIO MEMBERS1.00X000
ARMOND BUDISH
EX-OFFICIO MEMBERS1.00X000
BILL BATCHELDER
EX-OFFICIO MEMBERS1.00X000
CHRISTIE WEININGER
EX-OFFICIO MEMBERS1.00X000
THOMAS SOSNOWSKI
EX-OFFICIO MEMBERS1.00X000
JIM PETRO
EX-OFFICIO MEMBERS1.00X000
LYNN ELFNER
EX-OFFICIO MEMBERS1.00X000
STAN HEFFNER
EX-OFFICIO MEMBERS1.00X000
CHRISTINE SCHMENK
EX-OFFICIO MEMBERS1.00X000
WILLIAM CARLETON
EX-OFFICIO MEMBERS1.00X000
JOE PATCHEN
EX-OFFICIO MEMBERS1.00X000
LOX A LOGAN
EXECUTIVE DIRECTOR40.00X175778010583
JEFFREY K WARD
CHIEF FINANCIAL OFFICER40.00X13581200
FieldValueIRS element (for citing)
Total Reportable Comp From Org311590TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation10583TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
COOPERS EXCAVATION LLC
7251 BETHLEHEM RDWINCHESTEROH456979416CONSTRUCTION SERVICES202846
ZOAR COMMUNITY ASSOCIATION
250 MAIN STREETZOAROH446970621SITE MANAGEMENT SERVICES199869
PEEBLES CREATIVE GROUP INC
6209 RIVERSIDE DR STE 200DUBLINOH43017PROFESSIONAL SERVICES183372
QUALITY MASONRY COMPANY INC
1001 S PROSPECT ST STE 101MARIONOH43302CONSTRUCTION SERVICES173475
ROBERTS PAVING INC
4354 WILDCAT RDHILLSBOROOH45133CONSTRUCTION SERVICES139448
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Related Organizations1852685RelatedOrganizations
Government Grants12769167GovernmentGrants
All Other Contributions37837AllOtherContributions
Total Contributions14659689TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
PROGRAM SERVICE INCOME900099473451473451
MEMBERSHIPS AND SUBSCR900099344169344169
GOVERNMENT CONTRACT RE900099262147262147
ADMISSIONS AND PARKING81293021339418985823536
OTHER PROGRAM REVENUE900099202762202762

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column146085TotalRevenueColumn
Related Or Exempt Function Income146085RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1642008TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10375TotalRevenueColumn
Exclusion$10,375ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column768TotalRevenueColumn
Exclusion$768ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real109885Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real178444Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-68559Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-68559TotalRevenueColumn
Related Or Exempt Function Income14233RelatedOrExemptFunctionIncome
Unrelated Business Revenue-82792UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities698940Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities697934Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1006Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1006TotalRevenueColumn
Exclusion$1,006ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory178802GrossSalesOfInventory
Cost Of Goods Sold102946CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column75856TotalRevenueColumn
Exclusion$75,856ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
FACILITY USE7223201073492018987160
MISCELLANEOUS INCOME900099300300
FieldValueIRS element (for citing)
Total Other Revenue107649TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column16428792TotalRevenueColumn
Related Or Exempt Function Income1653194RelatedOrExemptFunctionIncome
Unrelated Business Revenue27904UnrelatedBusinessRevenue
Exclusion$88,005ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total129266Total
Program Services129266ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total22100Total
Program Services22100ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total322173Total
Program Services55908ProgramServices
Management And General266265ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total7487863Total
Management And General7487863ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total866615Total
Management And General866615ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1206347Total
Management And General1206347ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total1314979Total
Management And General1314979ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total40124Total
Management And General40124ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total29519Total
Management And General29519ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total2422749Total
Management And General2422749ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total266539Total
Management And General266539ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total569806Total
Management And General569806ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1111700Total
Management And General1111700ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total318323Total
Management And General318323ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total55284Total
Management And General55284ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total157520Total
Management And General157520ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
PROGRAM AND OTHER SUPPL387251387251
EQUIPMENT PURCHASE332932332932
FOOD AND BEVERAGE127249127249
COLLECTION ITEM PURCHAS7389473894

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total69300Total
Program Services12701771ProgramServices
Management And General-13214550ManagementAndGeneral
Fundraising582079Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total17311533Total
Program Services12982939ProgramServices
Management And General3746515ManagementAndGeneral
Fundraising582079Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY342070BOY
EOY431172EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY463786BOY
EOY409277EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1281658BOY
EOY914272EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY225176BOY
EOY231863EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY357226BOY
EOY172249EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1780330LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1260726LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY443001BOY
EOY519604EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY932442BOY
EOY281129EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4045359BOY
EOY2959566EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2527748BOY
EOY2159615EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY796310BOY
EOY902219EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3324058BOY
EOY3061834EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY562249BOY
EOY-253820EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY159052BOY
EOY151552EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY721301BOY
EOY-102268EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4045359BOY
EOY2959566EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-882741ReconcilationRevenueExpenses
Reconcilation Other Changes59172ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
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 Years18677096CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18429875CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years15352020CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year16356817CurrentTaxYearMinus1Year
Current Tax Year14659689CurrentTaxYear
Total83475497Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18677096CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18429875CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years15352020CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year16356817CurrentTaxYearMinus1Year
Current Tax Year14659689CurrentTaxYear
Total83475497Total
FieldValueIRS element (for citing)
Public Support Total17083475497PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years227782CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years156327CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years113255CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33358CurrentTaxYearMinus1Year
Current Tax Year25314CurrentTaxYear
Total556036Total
FieldValueIRS element (for citing)
Total Support84031533TotalSupport
Gross Receipts From Admissions Etc8191321GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.99340PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99150PublicSupportPertcentPriorYear
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$50MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$7,500DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB7550TotalLobbyingExpendituresIIB
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 Easements5NmbrHistStructEasements
Nmbr Hist Struct Easements After1NmbrHistStructEasementsAfter
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 Balance1790216BeginningOfYearBalance
Contributions98748Contributions
Other Expenditures7500OtherExpenditures
End Of Year Balance1881464EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

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

Current Year Minus3 Years CurrentYearMinus3Years

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 Balance0.91500BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.08500TermEndowmentEOYBalance
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
Book Value54900BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1375564OtherCostOrOtherBasis
Depreciation1260726Depreciation
Book Value114838BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings519604TotalOfBookValueLandBuildings
Total Revenue16428792TotalRevenue
Total Expenses17311533TotalExpenses
Excess Or Deficit For Year-882741ExcessOrDeficitForYear
Net Unrealized GL On Investments-5828NetUnrealizedGLOnInvestments
Prior Period Adjustments65000PriorPeriodAdjustments
Total Adjustments59172TotalAdjustments
Excess Or Deficit Per FS-823569ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt17800518TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-5828NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities1096164DonatedSrvcAndUseOfFacilities
Other Revenues281390OtherRevenues
Revenue Not Rptd F9901371726RevenueNotRptdF990
Revenue Subtotal16428792RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99016428792TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt18689087TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities1096164DonatedServicesUseOfFacilities
Other Expenses Included281390OtherExpensesIncluded
Expenses Not Rptd F9901377554ExpensesNotRptdF990
Expenses Subtotal17311533ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99017311533TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 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 2012 AND 2011.
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:FINANCIAL STATEMENTS FOOTNOTE: "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, 2012 AND 2011. 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, 2008 AND PRIOR."
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES NETTED WITH RENTAL INCOME 178,444. COST OF GOODS SOLD NETTED WITH GROSS RECEIPTS 102,946.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES NETTED WITH RENTAL INCOME 178,444. COST OF GOODS SOLD NETTED WITH GROSS RECEIPTS 102,946.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
CLEVELAND RESTORATION SOCIETY
3751 PROSPECT STREETCLEVELANDOH441152705237218767501(C)(3)20034UPDATE CLEVELAND RESTORATION SOCIETY WEB SITE
CITY OF GREEN
PO BOX 278GREENOH442320278341668531GOV.-SEC. 11510080ARCHITECTURAL DRAWINGS AND SPECIFICATIONS FOR ADAPTIVE RESUSE OF LEVI J. HARTONG HOUSE AND FARM
CASTLE CRUSADERS
PO BOX 3103ALLAINCEOH44601262611694501(C)(3)14415RENOVATION OF SOLARIUM AT GLAMORGAN CASTLE, THE ALLIANCE BOARD OF EDUCATION ADMINISTRATION BUILDING
VILLAGE OF BURTON
14588 WEST PARKBURTONOH44021346000465GOV.-SEC. 1156642WALKING TOUR BROCHURE FOR BURTON VILLAGE HISTORIC DISTRICT
CITY OF CINCINNATI
805 CENTRAL AVE STE 110CINCINNATIOH45202316000064GOV.-SEC. 11510500RECONNAISSANCE-LEVEL HISTORY/ARCHITECTURE SURVEY OF 23 NEIGHBORHOODS; PHASE IV
CITY OF MEDINA
132 N ELMWOOD AVEMEDINAOH44256346001856GOV.-SEC. 11513506FEASIBILITY AND ADAPTIVE USE STUDY OF THE MEDINA MASONIC TEMPLE & THEATER
OHIO DOMINICAIN UNIVERSITY
1216 SUNBURY RDCOLUMBUSOH432192086314379560501(C)(3)11893INTENSIVE-LEVEL HISTORY/ARCHITECTURE SURVEY OF TEAKWOOD HEIGHTS NEIGHBORHOOD
WEST CREEK PRESERVATION COMMITTEE
PO BOX 347113PARMAOH44134341859064501(C)(3)18214HENNINGER HOUSE RESTORATION - PHASE III
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants8TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSTIPENDS TO TEACHERS FOR PROFESSIONAL DEVELOPEMENT. THIS IS PART OF THE HANDS ON HISTORY: CENTRAL OHIO PROJECT FOR FRANKLIN COUNTY WHICH RUNS OCTOBER TO JUNE. THESE FUNDS CAN BE USED FOR MATERIALS, SUPPLIES, AND SERVICES TO COMPLETE THE PROJECT.TypeOfGrant
Number Of Recipients7NumberOfRecipients
Amount Of Cash Grant22100AmountOfCashGrant

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

FieldValueIRS element (for citing)
Name PersonLOX A LOGANNamePerson
Base Compensation Filing Org175778BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org10583NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org186361TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

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 PERFORM 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 HAS FOUR CLASSES OF MEMBERSHIP. THESE FOUR CLASSES OF MEMBERSHIP INCLUDE HISTORY LOVER, FAMILY, INDIVIDUAL, AND SUPPORTER. ALL CATEGORIES OF MEMBERSHIP INCLUDE A VARIETY OF STANDARD BENEFITS. EACH HISTORY LOVER MEMBERSHIP, FAMILY MEMBERSHIP, INDIVIDUAL MEMBERSHIP AND SUPPORTER 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 15THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE COMPENSATION COMMITTEE, WHICH IS A SUB-COMMITTEE OF THE BOARD OF DIRECTORS. THE HUMAN RESOURCE MANAGER ALSO PROVIDES COMPARABILITY INFORMATION FROM CHARITY NAVIGATOR AND THE GUIDESTAR NON-PROFIT COMPENSATION REPORT TO USE 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.
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -5,828. PRIOR PERIOD ADJUSTMENTS: 65,000. TOTAL TO FORM 990, PART XI, LINE 5: 59,172.
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
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
K582079COST
OHIO HISTORICAL SOCIETY FOUNDATION
C1852685CASH

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