OHIO HISTORY CONNECTION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OHIO HISTORY CONNECTION (EIN 31-4389673)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201130499349300203
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T14:19:09-06:00 | 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 | REA & ASSOCIATES INC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5775 PERIMETER DRIVE - SUITE 200 | AddressLine1 |
| City | DUBLIN | City |
| State | OH | State |
| ZIP Code | 430173224 | 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 | 314389673 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 6142972401 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1982 VELMA AVENUE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 432112497 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY K WARD | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 6142972401 | Phone |
| Date Signed | 2011-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Greta Rzymek CPA | Name |
| Phone | 6148898725 | 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 | JEFFREY K WARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1982 VELMA AVENUE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17059310 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.OHIOHISTORY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1885 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | IDENTIFY, AUTHENTICATE, COLLECT, PRESERVE AND INTERPRET OHIO'S HISTORY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 378 | TotalNbrEmployees |
| Total Nbr Volunteers | 950 | TotalNbrVolunteers |
| Total Gross UBI | -30493 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -96467 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18039259 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14986683 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1990780 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1389117 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 62771 | InvestmentIncomePriorYear |
| Investment Income Current Year | 40708 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 358940 | OtherRevenuePriorYear |
| Other Revenue Current Year | 336857 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20451750 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16753365 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 124776 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 393647 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12049931 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9796718 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 408781 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8508113 | OtherExpensePriorYear |
| Other Expenses Current Year | 7241201 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20682820 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17431566 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -231070 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -678201 | RevenuesLessExpensesCY |
| Total Assets BOY | 5785401 | TotalAssetsBOY |
| Total Assets EOY | 4608245 | TotalAssetsEOY |
| Total Liabilities BOY | 4010009 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3436824 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1775392 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1171421 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8302484 | Expense |
| Grants | 28752 | Grants |
| Revenue | 272245 | Revenue |
| Description | SITE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3058258 | Expense |
| Revenue | 0 | Revenue |
| Description | CAPITAL PROJECTS - PLAN, DESIGN AND REHABILITATE EXISTING SITES AND EXHIBITS AS WELL AS PLAN, DESIGN AND CONSTRUCT NEW SITES AND EXHIBITS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1693522 | Expense |
| Grants | 97578 | Grants |
| Revenue | 62766 | Revenue |
| Description | HISTORIC PRESERVATION - ADMINISTER THE STATE HISTORIC PRESERVATION OFFICE UNDER PROVISIONS OF THE NATIONAL HISTORIC PRESERVATION ACT. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 1173521 | 118949 | STATE ARCHIVES/LIBRARY - ACQUIRE, APPRAISE AND ACCESSION HISTORICAL DOCUMENTS FOR THE STATE OF OHIO; PROVIDE RESEARCH FOR LIBRARY PATRONS; MICROFILM HISTORICAL DOCUMENTS. | |
| 267317 | 3160 | OTHER PROGRAMS - THE OHIO HISTORICAL SOCIETY ALSO OPERATE A VARIETY OF OTHER PROGRAMS AND ACTIVITIES. THESE INCLUDE MAKING CONTRIBUTIONS AND OTHER TRANSFERS TO THE OHIO HISTORICAL SOCIETY FOUNDATION AND OTHER OUTSIDE ORGANIZATIONS. | 267317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1440838 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 267317 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 122109 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 14495102 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 182 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 378 | 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 | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 1 | 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 | JEFFREY K WARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6142972401 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1982 VELMA AVENUE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 432112497 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RICHARD T PRASSE | |||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| DAVID B BAKER | |||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| JON T ELSASSER | |||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| GLENDA S GREENWOOD | |||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | |
| RICHARD C SIMPSON | |||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | |
| THOMAS S ADKINS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RANDALL L BUCHMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAN M DEVEREAUX | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT F GOLDBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LINDA B LITTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS W JOHNSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE M JONES III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH W LEONARD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NEIL R MORTINE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH NAVA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CATHY D NELSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD D RUPPERT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RONALD J UNGVARSKY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RODERICK H WILCOX | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Cynthia J Chester | |||||||
| truSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TED STRICKLAND | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| BILL HARRIS | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| CAPRI CAFARO | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| ARMOND BUDISH | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| BILL BATCHELDER | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA MURPHY | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| JACOB H DORN | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| ERIC FINGERHUT | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| LYNN ELFNER | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| DEBORAH DELISLE | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| LISA PATT-MCDANIEL | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| ROB BERGER | |||||||
| EX-OFFICIO MEMBERS | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM LAIDLAW-deceased | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 161473 | 0 | 15949 | X | |
| LOX A LOGAN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 2671 | 0 | 0 | ||
| JAMES STRIDER | |||||||
| INTERIM EX DIR./DVSN DIR | 40.00 | X | 116884 | 0 | 4673 | X | |
| JEFFREY K WARD | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 120330 | 0 | 0 | X | |
| THOMAS BARRY | |||||||
| CHIEF DEVELOPMENT OFFICE | 40.00 | 90726 | 0 | 9203 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 401358 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20622 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCGINNIS INC | |||||
| 502 SECOND STREET | SOUTH POINT | OH | 45680 | CONSTRUCTION SERVICES | 583102 |
| QUALITY MASONRY COMPANY INC | |||||
| 1001 S PROSPECT STREET STE 101 | MARION | OH | 43302 | CONSTRUCTION SERVICES | 363705 |
| LEPI ENTERPRISES INC | |||||
| 630 G W MORSE STREET | ZANESVILLE | OH | 43701 | CONSTRUCTION SERVICES | 275099 |
| PEEBLES CREATIVE GROUP INC | |||||
| 6209 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | CONSULTING SERVICES - MARKETING, PRINTIN | 178412 |
| MUHLENKAMP BUILDING CORPORATION | |||||
| 560 TOUVELL STREET | CELINA | OH | 45822 | CONSTRUCTION SERVICES | 124417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 13673179 | GovernmentGrants |
| All Other Contributions | 1313504 | AllOtherContributions |
| Total Contributions | 14986683 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICES INCOM | 900099 | 457120 | 457120 |
| MEMBERSHIPS AND SUBSCR | 900099 | 365337 | 365337 |
| ADMISSION/PARKING | 812930 | 333208 | 333208 |
| SPECIAL EVENTS | 722320 | 91148 | 91148 |
| GOVERNMENT CONTRACT RE | 900099 | 75817 | 75817 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66487 | TotalRevenueColumn |
| Related Or Exempt Function Income | 66487 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1389117 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40708 | TotalRevenueColumn |
| Exclusion | $40,708 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1405 | TotalRevenueColumn |
| Exclusion | $1,405 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 71142 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 184351 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -113209 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -113209 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1488 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -114697 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 233172 | GrossSalesOfInventory |
| Cost Of Goods Sold | 121594 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111578 | TotalRevenueColumn |
| Related Or Exempt Function Income | 111578 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| LIFE INSURANCE PROCEED | 900099 | 250553 | $250,553 | ||
| FACILITY USE | 722320 | 86530 | 2326 | 84204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 337083 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16753365 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1504509 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -30493 | UnrelatedBusinessRevenue |
| Exclusion | $292,666 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376147 | Total |
| Program Services | 376147 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17500 | Total |
| Program Services | 17500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397182 | Total |
| Program Services | 66929 | ProgramServices |
| Management And General | 330253 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7469351 | Total |
| Program Services | 5921394 | ProgramServices |
| Management And General | 1264585 | ManagementAndGeneral |
| Fundraising | 283372 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1930185 | Total |
| Program Services | 1836608 | ProgramServices |
| Management And General | 5710 | ManagementAndGeneral |
| Fundraising | 87867 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 850879 | Total |
| Program Services | 850879 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75297 | Total |
| Program Services | 4336 | ProgramServices |
| Management And General | 70961 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31644 | Total |
| Management And General | 31644 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3110490 | Total |
| Program Services | 2948522 | ProgramServices |
| Management And General | 156358 | ManagementAndGeneral |
| Fundraising | 5610 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106900 | Total |
| Program Services | 10821 | ProgramServices |
| Management And General | 96079 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 480176 | Total |
| Program Services | 332696 | ProgramServices |
| Management And General | 125877 | ManagementAndGeneral |
| Fundraising | 21603 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1214757 | Total |
| Program Services | 1057631 | ProgramServices |
| Management And General | 157098 | ManagementAndGeneral |
| Fundraising | 28 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216131 | Total |
| Program Services | 192913 | ProgramServices |
| Management And General | 20236 | ManagementAndGeneral |
| Fundraising | 2982 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107212 | Total |
| Program Services | 76406 | ProgramServices |
| Management And General | 30806 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157463 | Total |
| Program Services | 29172 | ProgramServices |
| Management And General | 128291 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UNRELATED BUSINESS INCO | 224 | 0 | 224 | 0 |
| PROGRAM AND OTHER SUPPL | 388932 | 373676 | 13281 | 1975 |
| EQUIPMENT PURCHASE | 276144 | 242728 | 33378 | 38 |
| FOOD & BEVERAGE | 119792 | 99413 | 20089 | 290 |
| PROFESSIONAL DEVELOPMEN | 57086 | 23632 | 32789 | 665 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48074 | Total |
| Program Services | 33699 | ProgramServices |
| Management And General | 10024 | ManagementAndGeneral |
| Fundraising | 4351 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17431566 | Total |
| Program Services | 14495102 | ProgramServices |
| Management And General | 2527683 | ManagementAndGeneral |
| Fundraising | 408781 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1571675 | BOY |
| EOY | 622806 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536082 | BOY |
| EOY | 554458 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 964198 | BOY |
| EOY | 1305975 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340341 | BOY |
| EOY | 238400 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158378 | BOY |
| EOY | 105085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1798005 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1240543 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 626674 | BOY |
| EOY | 557462 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1489053 | BOY |
| EOY | 1224059 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99000 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5785401 | BOY |
| EOY | 4608245 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3230919 | BOY |
| EOY | 2538025 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 779090 | BOY |
| EOY | 898799 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4010009 | BOY |
| EOY | 3436824 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1592415 | BOY |
| EOY | 1005619 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182977 | BOY |
| EOY | 165802 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1775392 | BOY |
| EOY | 1171421 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5785401 | BOY |
| EOY | 4608245 | 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 Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18837921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18917171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18677096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18429875 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15352020 | CurrentTaxYear |
| Total | 90214083 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18837921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18917171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18677096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18429875 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15352020 | CurrentTaxYear |
| Total | 90214083 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 90214083 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 229408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219023 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 227782 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 156327 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113255 | CurrentTaxYear |
| Total | 945795 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 228344 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 228344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 247210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179875 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84204 | CurrentTaxYear |
| Total | 967977 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 92127855 | TotalSupport |
| Gross Receipts From Admissions Etc | 7578551 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97920 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97680 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $50 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $15,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 15050 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | DIRECT LOBBYING ACTIVITIES EVOLVED AROUND MEETINGS WITH STATE LEGISLATORS TO DISCUSS THE BUDGET PROCESS FOR THE OHIO HISTORICAL SOCIETY | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 6 | TotalNumberOfEasements |
| Total Acreage | 0.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 5 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 1 | NmbrHistStructEasementsAfter |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 15.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 1000 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
| 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 | 1685062 | BeginningOfYearBalance |
| Contributions | 61119 | Contributions |
| Investment Earnings Or Losses | -17175 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1729006 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1683706 | BeginningOfYearBalance |
| Contributions | 23752 | Contributions |
| Investment Earnings Or Losses | -22396 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1685062 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.90410 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09590 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 284866 | OtherCostOrOtherBasis |
| Book Value | 284866 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77799 | OtherCostOrOtherBasis |
| Depreciation | 33493 | Depreciation |
| Book Value | 44306 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1435340 | OtherCostOrOtherBasis |
| Depreciation | 1207050 | Depreciation |
| Book Value | 228290 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 557462 | TotalOfBookValueLandBuildings |
| Total Revenue | 16753365 | TotalRevenue |
| Total Expenses | 17431566 | TotalExpenses |
| Excess Or Deficit For Year | -678201 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 102205 | NetUnrealizedGLOnInvestments |
| Other | -$27,975 | OtherAmount |
| Total Adjustments | 74230 | TotalAdjustments |
| Excess Or Deficit Per FS | -603971 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17545069 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 102205 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 505148 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 184351 | OtherRevenues |
| Revenue Not Rptd F990 | 791704 | RevenueNotRptdF990 |
| Revenue Subtotal | 16753365 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16753365 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18149040 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 505148 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 212326 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 717474 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17431566 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17431566 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part II, Line 9: | Description of How Organization Reports Conservation Easements: | 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 2010 AND 2009. | |
| Part III, Line 4: | SEE NOTE FOR SCHEDULE D, PART III, LINE 1A. | |
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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. |
| Part XI, Line 8 - Other Adjustments: | COLLECTION ITEMS PURCHASED BUT NOT CAPITALIZED: -27975. | |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSES: 184351. | |
| Part XIII, Line 2d - Other Adjustments: | COLLECTION ITEMS PURCHASED BUT NOT CAPITALIZED: 27975. RENTAL EXPENSES: 184351. | |
| PART X, LINE 2 - FIN 48 FOOTNOTE: EFFECTIVE JULY 1, 2009, 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. MANAGEMENTS 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, 2006 AND PRIOR. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CITY OF GREEN | |||||||
| PO BOX 278 | GREEN | OH | 44232 | 341668531 | 115 | 13720 | CERTIFIED LOCAL GOVERNMENT GRANT TO CONDUCT A FEASIBILITY STUDY OF THE LEVI J. HARTING HOUSE & FARM. |
| TIPP CITY | |||||||
| 260 S GARBER DRIVE | TIPP CITY | OH | 45371 | 390792424 | 115 | 5950 | CERTIFIED LOCAL GOVERNMENT GRANTS TO DEVELOP A MULTIPLE-PROPERTY DOCUMENTATION FORM FIR HISTORIC INDUSTRIAL RESOURCES IN CITY AND PREPARE TWO NATIONAL REGISTER OF HISTORIC PLACES NOMINATIONS. |
| CITY OF AKRON | |||||||
| 166 S HIGH STREET | AKRON | OH | 44308 | 346000020 | 115 | 9531 | CERTIFIED LOCAL GOVERNMENT GRANT TO CONDUCT A HISTORIC-ARCHITECTURE SURVEY OF THE WEST HILL NEIGHBORHOOD. |
| OVER-THE RHINE FOUNDATION | |||||||
| 1317 MAIN STREET | CINCINNATI | OH | 45202 | 311342443 | 501(C)(3) | 13086 | CERTIFIED LOCAL GOVERNMENT GRANT TO CONDUCT A STUDY OF BARRIERS AND OPPORTUNITIES TO ENVIRONMENTALLY SENSITIVE REDEVELOPMENT OF HISTORIC PROPERTIES. |
| HATCHS FOLLY LLC | |||||||
| 830 DAYTON STREET | CINCINNATI | OH | 45214 | 316000064 | OTHER | 20990 | CERTIFIED LOCAL GOVERNMENT GRANT FOR THE REHABILITATION OF WINDOW REPAIR AT THE GEORGE HATCH HOUSE IN THE DAYTON STREET HISTORIC DISTRICT. |
| VILLAGE OF MOUNT PLEASANT | |||||||
| PO BOX 261 | MOUNT PLEASANT | OH | 43939 | 341363474 | 115 | 14970 | A CERTIFIED LOCAL GOVERNMENT GRANT TO ADDRESS REPAIRS FOR MOISTURE ISSUES ON THE ELIZABETH HOUSE MANSON MUSEUM. |
| GREEN LAWN ABBEY PRESERVATION ASSOCIATION | |||||||
| 3319 RIVER NARROWS ROAD | HILLIARD | OH | 43026 | 316400223 | 501(C)(3) | 10500 | CERTIFIED LOCAL GOVERNMENT GRANT TO REPAIR THE TILE ROOF OF THE BREEN LAWN ABBEY MAUSOLEUM IN COLUMBUS, OHIO. |
| OHIO STATE UNIVERSITY RESEARCH FOUNDATION | |||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 316025986 | 501(C)(3) | 8831 | CERTIFIED LOCAL GOVERNMENT GRANT TO CONDUCT AN ARCHAEOLOGICAL SURVEY OF THE REINHART TRACT, PROPERTY OWNED BY THE CITY WATER DEPARTMENT IN COLUMBUS, OHIO. |
| OHIO HISTORICAL SOCIETY FOUNDATION | |||||||
| 1982 VELMA AVENUE | COLUMBUS | OH | 43211 | 311089327 | 501(C)(3) | 250553 | GRANT FOR THE EXEMPT PURPOSE OF THE ORGANIZATION |
| PIQUA HISTORICAL AREA FRIENDS COUNCIL | |||||||
| 9845 N HARDIN ROAD | PIQUA | OH | 45356 | 270191878 | 501(C)(3) | 16764 | FUNDS TRASNFERED TO THE PIQUA HISTORICAL AREA FOR THE OPERATION OF THE HISTORIC SITE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STIPENDS TO RECRUIT TEACHERS AND STUDENTS TO CARRY OUT A PUBLIC SERVICE PROJECT. THIS IS PART OF THE CONGRESSIONAL ACADEMY PROGRAM WHICH RUNS SEPTEMBER TO APRIL. THESE FUNDS CAN BE USED FOR MATERIALS, SUPPLIES, AND SERVICES TO COMPLETE THE PROJECT. | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 17500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM LAIDLAW-deceased | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 124945 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 36528 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 10000 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5949 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 177422 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 247770 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | THE 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 (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | THE 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 7a | THE 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 11 | THE 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 APPROVAL PRIOR TO BEING FILED. | |
| Form 990, Part VI, Section B, line 12c | THE 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 15 | THE 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 DIRECTOR 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 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 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. | AUDIT COMMITTEE |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HISTORICAL SOCIETY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1982 VELMA AVENUE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311089327 | EIN |
| Primary Activities | ASSISTS THE OHIO HISTORICAL SOCIETY IN ITS FUNDRAISING ACTIVITIES | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(3) TYPE I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| OHIO HISTORICAL SOCIETY FOUNDATION | |
| K | 408781 |
| transaction does not exceed 50000 | |
| L | |
| Transaction does not exceed 50000 | |
| M | |
| transaction does not exceed 50000 | |
| N | |
| OHIO HISTORICAL SOCIETY FOUNDATION | |
| Q | 250553 |
| OHIO HISTORICAL SOCIETY FOUNDATION | |
| R | 1236747 |
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