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Nonprofiteer
← FRANKLIN COUNTY HISTORICAL SOCIETY

Form 990 for tax year 2023

Filed by FRANKLIN COUNTY HISTORICAL SOCIETY.

Totals

Total revenue
$25,440,171
Total expenses
$26,794,368
Contributions and grants received
$8,698,549
Grants paid
$0
Program service revenue
$15,399,354
Investment income
$424,983
Other revenue
$917,285
Total assets, end of year
$26,771,755
Total liabilities, end of year
$5,499,435
Net assets or fund balances, end of year
$21,272,320
Program services expenses (Part IX)
$20,113,904
Management and general expenses
$4,766,796
Fundraising expenses
$1,913,668
Program service expenses (Part III)
$20,113,904

Program services were 75.1% 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.

  • 1b · Membership dues

    $2,641,160

  • 1c · Fundraising events

    $369,375

  • 1e · Government grants (contributions)

    $3,369,072

  • 1f · All other contributions, gifts and grants

    $2,318,942

  • 1g · Noncash contributions included above

    $50,250

  • 2a · Program service revenue: ADMISSIONS

    total $10,288,707 · related or exempt $10,288,707

  • 2b · Program service revenue: WORKSHOPS & CAMPS

    total $3,428,467 · related or exempt $3,428,467

  • 2c · Program service revenue: EVENTS

    total $1,029,774 · related or exempt $1,029,774

  • 2d · Program service revenue: OTHER PROGRAM REVENUE

    total $392,156 · related or exempt $392,156

  • 2e · Program service revenue: EXHIBIT AND PROGRAM SPONSORSHIPS

    total $260,250 · related or exempt $260,250

  • 3 · Investment income

    total $424,271 · excluded $424,271

  • 6a · Gross rents

    real property $81,154

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $81,154

  • 6d · Net rental income or loss

    total $81,154 · excluded $81,154

  • 7a · Gross sales of assets other than inventory

    securities $340 · other assets $1,091

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

    securities $170 · other assets $549

  • 7c · Gain or loss

    securities $170 · other assets $542

  • 7d · Net gain or loss

    total $712 · excluded $712

  • 8a · Fundraising events: gross income

    $200,743

  • 8a · Fundraising events: contributions included on line 1c

    $369,375

  • 8b · Fundraising events: direct expenses

    $113,406

  • 8c · Net income from fundraising events

    total $87,337 · excluded $87,337

  • 11a · Other revenue: ATOMIC CAFE COMMISSION

    total $409,493 · related or exempt $409,493

  • 11b · Other revenue: SCIENCE 2 GO

    total $339,301 · related or exempt $339,301

  • 11e · Other revenue, total

    $748,794

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,770,443 · program services $1,203,901 · management and general $354,089 · fundraising $212,453

  • 7 · Other salaries and wages

    total $9,517,658 · program services $6,472,008 · management and general $1,903,531 · fundraising $1,142,119

  • 9 · Other employee benefits

    total $2,430,709 · program services $1,652,882 · management and general $486,142 · fundraising $291,685

  • 10 · Payroll taxes

    total $759,642 · program services $516,557 · management and general $151,928 · fundraising $91,157

  • 11a · Fees: management

    total $92,225 · program services $92,225

  • 11b · Fees: legal

    total $104,182 · program services $104,182

  • 11c · Fees: accounting

    total $50,213 · program services $50,213

  • 11g · Fees: other

    total $1,099,244 · program services $735,860 · management and general $349,925 · fundraising $13,459

  • 12 · Advertising and promotion

    total $2,118,710 · program services $1,694,968 · management and general $402,555 · fundraising $21,187

  • 13 · Office expenses

    total $362,971 · program services $286,747 · management and general $61,705 · fundraising $14,519

  • 14 · Information technology

    total $71,254 · program services $17,101 · management and general $40,615 · fundraising $13,538

  • 15 · Royalties

    total $55,549 · program services $55,549

  • 16 · Occupancy

    total $1,172,351 · program services $949,604 · management and general $222,747

  • 17 · Travel

    total $538,840 · program services $328,692 · management and general $107,768 · fundraising $102,380

  • 19 · Conferences, conventions and meetings

    total $78,002 · program services $51,482 · management and general $17,160 · fundraising $9,360

  • 20 · Interest

    total $2,866 · program services $2,866

  • 22 · Depreciation, depletion and amortization

    total $1,712,468 · program services $1,369,974 · management and general $342,494

  • 23 · Insurance

    total $153,767 · management and general $153,767

  • 24a · Other expenses: PROGRAMS & WORKSHOPS

    total $4,703,274 · program services $4,529,093 · management and general $172,370 · fundraising $1,811

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $11,451,845 · end of year $8,068,681

  • 4 · Accounts receivable

    beginning of year $2,057,279 · end of year $797,523

  • 8 · Inventories for sale or use

    beginning of year $8,814 · end of year $16,416

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,409,893 · end of year $1,761,421

  • 10a · Land, buildings and equipment: cost or other basis

    $68,363,305

  • 10b · Land, buildings and equipment: accumulated depreciation

    $58,411,563

  • 10c · Land, buildings and equipment, net

    beginning of year $8,128,739 · end of year $9,951,742

  • 15 · Other assets

    beginning of year $7,108,464 · end of year $6,175,972

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,817,042 · end of year $3,962,097

  • 19 · Deferred revenue

    beginning of year $1,213,525 · end of year $1,507,317

  • 23 · Secured mortgages and notes payable

    beginning of year $23,034 · end of year $15,163

  • 25 · Other liabilities

    beginning of year $29,136 · end of year $14,858

  • 27 · Net assets without donor restrictions

    beginning of year $18,620,808 · end of year $17,972,190

  • 28 · Net assets with donor restrictions

    beginning of year $3,461,489 · end of year $3,300,130

Mission and programs · 2023

Mission

SEE SCHEDULE O

Activities or mission (Part I)

ADVANCE PUBLIC UNDERSTANDING OF SCIENCE, TECHNOLOGY, ENERGY, ENVIRONMENT, HEALTH, INDUSTRY & HISTORY

  • SEE SCHEDULE O

    Expenses $19,786,973 · Revenue $15,886,548

  • COMMUNITY OUTREACH: COMMUNITY OUTREACH INCLUDES COSI CONNECTS PROVIDING CONTENT DIGITALLY TO BE CONSUMED ANYWHERE, COSI CONNECTS CURBSIDE WHICH BRINGS COSI CONNECTS TO SCHOOLS AND COMMUNITIES. COSI CONNECTS KIT DISTRBUTIONS TO SCHOOLS, LIBRARIES, AND OTHER ORGANIZATIONSPROVIDED SCIENCE-THEMED ACTIVITIES FOR ALL AGE LEVELS FOR 501,612 PARTICIPANTS

    Expenses $326,931 · Revenue $261,600

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Frederic M Bertley

    PRESIDENT & CEO

    Total calculated
    $550,234
    From this org
    $484,142
    From related orgs
    $0
    Other
    $66,092
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $484,142
    Bonus
    $0
    Other
    $0
    Deferred
    $35,700
    Nontaxable benefits
    $30,392
    Filer's total
    $550,234

  • Abigail R Poklar

    CHIEF OF STAFF

    Total calculated
    $215,591
    From this org
    $163,143
    From related orgs
    $0
    Other
    $52,448
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,143
    Bonus
    $0
    Other
    $0
    Deferred
    $6,888
    Nontaxable benefits
    $45,560
    Filer's total
    $215,591

  • Joshua A Sarver

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $205,808
    From this org
    $159,565
    From related orgs
    $0
    Other
    $46,243
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $159,565
    Bonus
    $0
    Other
    $0
    Deferred
    $6,538
    Nontaxable benefits
    $39,705
    Filer's total
    $205,808

  • Amanda L McVey

    CHIEF FINANCIAL OFFICER

    Total calculated
    $204,886
    From this org
    $167,147
    From related orgs
    $0
    Other
    $37,739
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,147
    Bonus
    $0
    Other
    $0
    Deferred
    $6,881
    Nontaxable benefits
    $30,858
    Filer's total
    $204,886

  • Stephen M White

    CHIEF STRATEGY OFFICER

    Total calculated
    $193,946
    From this org
    $183,604
    From related orgs
    $0
    Other
    $10,342
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $183,604
    Bonus
    $0
    Other
    $0
    Deferred
    $7,454
    Nontaxable benefits
    $2,888
    Filer's total
    $193,946

  • Emily Alonso-Taub

    VICE PRESIDENT OF PHILANTHROPY

    Total calculated
    $183,284
    From this org
    $150,620
    From related orgs
    $0
    Other
    $32,664
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $150,620
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $32,664
    Filer's total
    $183,284

  • Andrew L Aichele

    VICE PRESIDENT OF EDUCATION

    Total calculated
    $118,811
    From this org
    $113,934
    From related orgs
    $0
    Other
    $4,877
    Hours/week
    50

  • Chad Thompson

    CHIEF OPERATING OFFICER

    Total calculated
    $97,881
    From this org
    $95,137
    From related orgs
    $0
    Other
    $2,744
    Hours/week
    50

  • Bernie Ostrowski

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Leah Pappas Porner

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Cindy Hilsheimer

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Michelle Adams

    TRUSTEE (FORMER)

    Total calculated
    $0
    Hours/week
    3

  • Alex Compston

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Erica Conroy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tom Dailey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Michael Dennis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Paul Heller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Aimee L Kennedy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mike Mahaffey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tammy Roberts Meyers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tom Nguyen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Antonio P Smyth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Frank C Zonars

    BOARD COUNSEL

    Total calculated
    $0
    Hours/week
    50

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 I, LINE 1A
FREDERIC BERTLEY, CEO WAS REIMBURSED FOR MEMBERSHIP DUES TO THE COLUMBUS CLUB.
PART I, LINE 4B
FREDERIC BERTLEY,CEO WAS COVERED UNDER A 457(F) PLAN $22,500

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202522279349301842

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