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Nonprofiteer
← OHIO HISTORY CONNECTION FOUNDATION

Form 990 for tax year 2022

Filed by OHIO HISTORY CONNECTION FOUNDATION.

Totals

Total revenue
$3,247,568
Total expenses
$2,131,893
Contributions and grants received
$2,877,600
Grants paid
$2,108,851
Program service revenue
$0
Investment income
$369,968
Other revenue
$0
Total assets, end of year
$21,315,385
Total liabilities, end of year
$768,649
Net assets or fund balances, end of year
$20,546,736
Program services expenses (Part IX)
$2,108,851
Management and general expenses
$23,042
Fundraising expenses
$0
Program service expenses (Part III)
$2,108,851

Program services were 98.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,877,600

  • 3 · Investment income

    total $404,620 · excluded $404,620

  • 7a · Gross sales of assets other than inventory

    securities $978,549 · other assets $116,000

  • 7b · Less cost or other basis and sales expenses

    securities $974,366 · other assets $154,835

  • 7c · Gain or loss

    securities $4,183 · other assets -$38,835

  • 7d · Net gain or loss

    total -$34,652 · excluded -$34,652

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,108,851 · program services $2,108,851

  • 11g · Fees: other

    total $20,000 · management and general $20,000

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $3,024 · management and general $3,024

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $18 · management and general $18

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $269,950 · end of year $242,096

  • 2 · Savings and temporary cash investments

    beginning of year $2,111,954 · end of year $2,191,513

  • 3 · Pledges and grants receivable

    beginning of year $795,986 · end of year $906,393

  • 4 · Accounts receivable

    beginning of year $3,924,650 · end of year $3,338,072

  • 9 · Prepaid expenses and deferred charges

    beginning of year $34,274 · end of year $34,274

  • 10c · Land, buildings and equipment, net

    beginning of year $116,000

  • 11 · Investments: publicly traded securities

    beginning of year $12,677,566 · end of year $14,603,037

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,100,472 · end of year $768,649

  • 23 · Secured mortgages and notes payable

    beginning of year $341,586 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,116,771 · end of year $3,677,240

  • 28 · Net assets with donor restrictions

    beginning of year $16,371,551 · end of year $16,869,496

Mission and programs · 2022

Mission

NONE

Activities or mission (Part I)

TO ASSIST THE OHIO HISTORICAL SOCIETY IN ITS FUNDRAISING ACTIVITIES

  • THE OHIO HISTORICAL SOCIETY FOUNDATION, BEING THE FUNDRAISING ARM OF THE OHIO HISTORICAL SOCIETY, ASSISTS THE SOCIETY IN ADDRESSING ITS MANY RESPONSIBILITIES BY SEEKING CONTRIBUTIONS AND GRANTS TO HELP MAINTAIN AND OPERATE VARIOUS HISTORICAL SITES AND MUSEUMS AND TO PROVIDE THE EDUCATION PROGRAMS WHICH EXPLAIN AND INTERPRET OHIO'S HISTORY.

    Expenses $2,108,851 · Grants $2,108,851

As filed on the 2022 return.

Listed in Part VII

  • Jeffrey K Ward

    CHIEF FINANCIAL OFFICER

    Total calculated
    $164,897
    From this org
    $0
    From related orgs
    $148,216
    Other
    $16,681
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $148,216 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,830 related
    Nontaxable benefits
    $0 + $851 related
    Filer's total
    $0 + $164,897 related

  • Melody Young

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Robert Roach

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jon Elsasser

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART II LINE 1
THE OHIO HISTORICAL SOCIETY FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR OTHER EMPLOYEES. OFFICERS, DIRECTORS AND OTHER EMPLOYEES ARE COMPENSATED THROUGH THE RELATED ORGANIZATIONS, THE OHIO HISTORICAL SOCIETY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • OHIO HISTORICAL SOCIETY

    $2,108,851

    THE GRANT AWARDED TO THE OHIO HISTORICAL SOCIETY, INC. IS FOR THE SUPPORT OF THE PROGRAMS AND MISSION OF THE OHIO HISTORICAL SOCIETY, INC.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
2 May 2024
IRS schema version
2022v5.0
Source object
202411249349301601

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