DAYTON HISTORY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- DAYTON HISTORY (EIN 31-6037490)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349305350
- Schema version
- 2009v1.7
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T14:37:35-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brady Ware & Schoenfeld Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Main Street Suite 600 | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 454022088 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316037490 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dayton History | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAYT | NameControl |
| Phone | 9372932841 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Carillon Boulevard | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 454092023 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brady Kress | Name |
| Title | Executive director | Title |
| Phone | 9372932841 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas J Gmeiner | Name |
| Phone | 9372235247 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Brady Kress | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Carillon Boulevard | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 454092023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5972083 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.daytonhistory.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1943 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A HISTORICAL PARK AND MUSEUM IN THE DAYTON, OH AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 83 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 312663 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -62556 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4236933 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4082982 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 593380 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 963371 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -55386 | InvestmentIncomePriorYear |
| Investment Income Current Year | 58170 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 301410 | OtherRevenuePriorYear |
| Other Revenue Current Year | 272091 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5076337 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5376614 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 963720 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1111664 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 115000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 230656 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1483117 | OtherExpensePriorYear |
| Other Expenses Current Year | 1659976 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2446837 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2886640 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2629500 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2489974 | RevenuesLessExpensesCY |
| Total Assets BOY | 25113706 | TotalAssetsBOY |
| Total Assets EOY | 29773803 | TotalAssetsEOY |
| Total Liabilities BOY | 1293132 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2588707 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23820574 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27185096 | NetAssetsOrFundBalancesEOY |
| Mission Description | Dayton History's purpose is to promote and disseminate historical knowledge of Dayton and Montgomery county, Ohio and the surrounding Miami Valley Region, to collect and preserve historical materials, to restore and maintain local historical buildings and sites and to provide quality educational experiences for the entire community. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 575798 | Expense |
| Revenue | 150210 | Revenue |
| Description | Maintenance of Buildings which House the Historical Artifacts, which the Museum Displays | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1336743 | Expense |
| Revenue | 199613 | Revenue |
| Description | Guided Tours and Public Education Services | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 515416 | Expense |
| Revenue | 613548 | Revenue |
| Description | Museum Services including allocated costs relating to Items displayed | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2427957 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 83 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pam Ribic | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9372932841 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Carillon Boulevard | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 454092023 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BRADY KRESS | ||||||
| President and CEO | 40.00 | X | X | 97500 | 0 | 0 |
| Eric A Cluxton | ||||||
| Board Chair | 1.00 | X | 0 | 0 | 0 | |
| Dean Alexander | ||||||
| Ex officio member | 1.00 | X | 0 | 0 | 0 | |
| Janet Brewer | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| John Foltz | ||||||
| board member | 1.00 | X | 0 | 0 | 0 | |
| Mark Henderson | ||||||
| Board member | 1.00 | X | 0 | 0 | 0 | |
| Ellen Ireland | ||||||
| Board member | 1.00 | X | 0 | 0 | 0 | |
| Beth Kinsaul | ||||||
| Board member | 1.00 | X | 0 | 0 | 0 | |
| William Kramer | ||||||
| Board member | 1.00 | X | 0 | 0 | 0 | |
| Amanda Wright Lane | ||||||
| Board member | 1.00 | X | 0 | 0 | 0 | |
| Paul J Morman | ||||||
| Board member | 1.00 | X | 0 | 0 | 0 | |
| Alexandra Ollinger | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Ryan Powell | ||||||
| Board member | 1.00 | X | 0 | 0 | 0 | |
| Ron Rollins | ||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 |
| Vincent L Russell | ||||||
| Board member | 1.00 | X | 0 | 0 | 0 | |
| Ginny Strausburg | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 97500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Pamela Bruns | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 Harman Blvd | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 45419 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | database for fundraising | DescriptionOfServices |
| Compensation | 115000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 116887 | MembershipDues |
| Government Grants | 895300 | GovernmentGrants |
| All Other Contributions | 3070795 | AllOtherContributions |
| Noncash Contributions | 758280 | NoncashContributions |
| Total Contributions | 4082982 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| facility rental and re | 532000 | 312663 | 312663 | |
| MH Management fee | 541610 | 195000 | 195000 | |
| Museum admissions | 713990 | 150210 | 150210 | |
| Archive Services and S | 541900 | 100000 | 100000 | |
| Concurs event | 713990 | 94853 | 94853 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 110645 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 963371 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103487 | TotalRevenueColumn |
| Related Or Exempt Function Income | 103487 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 119098 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 119098 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119098 | TotalRevenueColumn |
| Exclusion | $119,098 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 487113 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 532430 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -45317 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -45317 | TotalRevenueColumn |
| Related Or Exempt Function Income | -45317 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 63363 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 19319 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44044 | TotalRevenueColumn |
| Exclusion | $44,044 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 77163 | GrossSalesOfInventory |
| Cost Of Goods Sold | 43720 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33443 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33443 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Miscellaneous | 900099 | 41701 | 41701 |
| Cafeteria income | 722100 | 33805 | 33805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 75506 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5376614 | TotalRevenueColumn |
| Related Or Exempt Function Income | 817827 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 312663 | UnrelatedBusinessRevenue |
| Exclusion | $163,142 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109960 | Total |
| Program Services | 32988 | ProgramServices |
| Management And General | 43984 | ManagementAndGeneral |
| Fundraising | 32988 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 819437 | Total |
| Program Services | 730141 | ProgramServices |
| Management And General | 41796 | ManagementAndGeneral |
| Fundraising | 47500 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94356 | Total |
| Program Services | 79308 | ProgramServices |
| Management And General | 14432 | ManagementAndGeneral |
| Fundraising | 616 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87911 | Total |
| Program Services | 72338 | ProgramServices |
| Management And General | 9383 | ManagementAndGeneral |
| Fundraising | 6190 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1854 | Total |
| Management And General | 1854 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13550 | Total |
| Management And General | 13550 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115000 | Total |
| Fundraising | 115000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4896 | Total |
| Management And General | 4896 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44028 | Total |
| Program Services | 30686 | ProgramServices |
| Management And General | 13342 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16096 | Total |
| Program Services | 8048 | ProgramServices |
| Management And General | 8048 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271962 | Total |
| Program Services | 247639 | ProgramServices |
| Management And General | 11256 | ManagementAndGeneral |
| Fundraising | 13067 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238 | Total |
| Management And General | 238 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549082 | Total |
| Program Services | 535279 | ProgramServices |
| Management And General | 13803 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29020 | Total |
| Program Services | 29020 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Program services, temp | 193776 | 193776 | ||
| Maintenance | 110217 | 110217 | ||
| Facility rental events | 99321 | 99321 | ||
| Program development act | 88346 | 84346 | 4000 | |
| Contracted services | 73110 | 21665 | 51445 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164480 | Total |
| Program Services | 153185 | ProgramServices |
| Fundraising | 11295 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2886640 | Total |
| Program Services | 2427957 | ProgramServices |
| Management And General | 228027 | ManagementAndGeneral |
| Fundraising | 230656 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50919 | BOY |
| EOY | 50252 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1734389 | BOY |
| EOY | 388905 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2122514 | BOY |
| EOY | 2718333 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88683 | BOY |
| EOY | 127054 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44954 | BOY |
| EOY | 41443 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23691 | BOY |
| EOY | 23481 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18394279 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6682620 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12047584 | BOY |
| EOY | 11711659 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1430449 | BOY |
| EOY | 1568284 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7570523 | BOY |
| EOY | 13144392 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25113706 | BOY |
| EOY | 29773803 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 764269 | BOY |
| EOY | 824275 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69836 | BOY |
| EOY | 240405 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 459027 | BOY |
| EOY | 459027 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1065000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1293132 | BOY |
| EOY | 2588707 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14245067 | BOY |
| EOY | 18668855 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3071337 | BOY |
| EOY | 1541273 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6504170 | BOY |
| EOY | 6974968 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23820574 | BOY |
| EOY | 27185096 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25113706 | BOY |
| EOY | 29773803 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dayton Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316027287 | EIN |
| Type Of Organization | 509(a)(1) | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | Schedule A, Part IV, Supplemental Information: Dayton History is a supporting organization of the Dayton Foundation, a section 170(B)(1)(A)(VI) and 509(A)(1) organization. It was determined to be described in section 509(A)(3) by IRS letter dated December 28, 1973 (CIN:E073:2063). Dayton History operates for the benefit of, and to carry out the purpose of, the Dayton Foundation by operating a public history museum in a park setting for the benefit of residents of the greater dayton area. it is "operated, supervised or controlled by" the Dayton Foundation within the meaning of 1.59(A) -4(H) by reason of the fact that dayton history governing body consists of the same persons comprising the governing body of the dayton foundation. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 734255 | RevenuesIncluded |
| Assets In Part X | 1225031 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 278757 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 39782 | InvestmentEarningsOrLosses |
| Other Expenditures | -13731 | OtherExpenditures |
| End Of Year Balance | 304808 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 367338 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -62754 | InvestmentEarningsOrLosses |
| Other Expenditures | 25827 | OtherExpenditures |
| End Of Year Balance | 278757 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 233116 | OtherCostOrOtherBasis |
| Book Value | 233116 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13409090 | OtherCostOrOtherBasis |
| Depreciation | 4324904 | Depreciation |
| Book Value | 9084186 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 770375 | OtherCostOrOtherBasis |
| Depreciation | 589630 | Depreciation |
| Book Value | 180745 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3981698 | OtherCostOrOtherBasis |
| Depreciation | 1768086 | Depreciation |
| Book Value | 2213612 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11711659 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Securities and other investments | Description |
| Book Value | 1568284 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1568284 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Collections | 1225031 |
| Carillon Perpetual Trust | 6658665 |
| Construction in process | 5260696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 13144392 | TotalBookValueOtherAssets |
| Total Revenue | 5376614 | TotalRevenue |
| Total Expenses | 2886640 | TotalExpenses |
| Excess Or Deficit For Year | 2489974 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 874551 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 874551 | TotalAdjustments |
| Excess Or Deficit Per FS | 3364525 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6376084 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 874551 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 61879 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 63040 | OtherRevenues |
| Revenue Not Rptd F990 | 999470 | RevenueNotRptdF990 |
| Revenue Subtotal | 5376614 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5376614 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3011562 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 61879 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 63043 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 124922 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2886640 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2886640 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | The collections are made up of artifacts of historical significance that are held for educational, research and curatorial purposes. the collections are on display in various exhibits at the park. It is the policy of the organization that proceeds from the sale of any collection items are to be used to purchase additonal collection items. | |
| Part X: | The organization has evaluated the tax positions it has taken or expects to take in the course of preparing the organization's tax return to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable taxing authority. Generally accepted accounting principles require the benefit arising from an uncertain tax position to be recognized in the financial statements only when it is more likely than not the position will be sustained upon examination, including resolution of any related appeals or litigation processes, based upon the technical merits and consideration of all available information. ONce the recognition threshold is met, the portion of the tax benefit that is recorded represents the largest amount of tax benefit that is greater than 50 percent likely to be realized upon settlement with a taxing authority. Based on its review, management does not believe the Organization has taken any material uncertain tax positions, including any position that would place the Organization's exempt status in jeopardy as of June 30, 2010. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XII, Line 2d - Other Adjustments: | LINE 10B COST OF SALES OF INVENTORY: 43720. lINE 09b sPECIAL EVENT EXPENSES: 19320. | |
| Part XIII, Line 2d - Other Adjustments: | LINE 10B COST OF SALES OF INVENTORY: 43720. lINE 09b sPECIAL EVENT EXPENSES: 19320. rounding: 3. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Pamela Bruns | NameOfIndividual |
| Activity | database consulting, etc | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 115000 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 115000 | TotalRetainedByContractors |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Ringing in the Holidays | NameOfEvent1 |
| Gross Receipts Event1 | 63363 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 40000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 23363 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 19319 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 63363 | GrossReceiptsTotal |
| Charitable Contributions Total | 40000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 23363 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 19319 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 19319 | DirectExpenseSummaryEvents |
| Net Income Summary | 4044 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 137855 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Historical buildings | 1 | 596400 | Fair market value |
| X | Building materials | 1 | 24025 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | The organization uses auction houses to solicit and sell non-cash contributions | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 2 | New Program Services | Added Memorial Hall, Old Court House and Hawthorne Hill to the organization |
| Form 990, Part VI, Section B, line 11 | The 990 is provided to the finance committee who makes a recommendation to the governing body to file. | |
| Form 990, Part VI, Section B, line 12c | A conflict of interest policy is handed out, signed off, and reviewed by the finance committee chair annually. | |
| Form 990, Part VI, Section B, line 15a | The chairman of the board who is also the head of the executive committee does the review, makes the compensation recommendation, and advises the executive committee who makes the decision. | |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. | |
| Form 990, Part XI, Line 2c | The organization has a finance committee that assumes responsibility for the oversight of the audit, as well as the selection of an independent accountant. | |
| Schedule G, Part I, Line 2b, Column (v) | Explanation of Fundraising Payments | Paid fundraiser for database consulting for direct mail, telephone and in person fundraising. |
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