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Nonprofiteer
← FRANKLIN COUNTY HISTORICAL SOCIETY

Form 990 for tax year 2022

Filed by FRANKLIN COUNTY HISTORICAL SOCIETY.

Totals

Total revenue
$27,403,443
Total expenses
$26,879,383
Contributions and grants received
$11,354,113
Grants paid
$0
Program services expenses (Part IX)
$20,630,047
Management and general expenses
$4,550,761
Fundraising expenses
$1,698,575
Program service expenses (Part III)
$20,630,047

Program services were 76.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TOM DAILY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BERNIE OSTROWSKI

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • LEAH PAPPAS PORNER

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • PAUL HELLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE ADAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AIMEE KENNEDY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TAMMY ROBERTS MYERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ERICA CONROY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MIKE MAHAFFEY

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • CINDY HILSHEIMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL DENNIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANTONIO SMYTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TOM NGUYEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MELISSA L GILLIAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALEX COMPSTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • FREDERIC M BERTLEY

    PRESIDENT AND CEO

    Total calculated
    $484,003
    From this org
    $427,476
    From related orgs
    $0
    Other
    $56,527
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $427,476
    Bonus
    $0
    Other
    $0
    Deferred
    $32,700
    Nontaxable benefits
    $23,827
    Filer's total
    $484,003

  • AMANDA MCVEY SHAW

    VP OF ADMINISTRATION & FIN

    Total calculated
    $190,776
    From this org
    $151,261
    From related orgs
    $0
    Other
    $39,515
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $151,261
    Bonus
    $0
    Other
    $0
    Deferred
    $6,212
    Nontaxable benefits
    $33,303
    Filer's total
    $190,776

  • ABIGAIL R POKLAR

    CDO, VP OF PHILANTHROPY

    Total calculated
    $193,788
    From this org
    $150,853
    From related orgs
    $0
    Other
    $42,935
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $150,853
    Bonus
    $0
    Other
    $0
    Deferred
    $6,327
    Nontaxable benefits
    $36,608
    Filer's total
    $193,788

  • STEPHEN WHITE

    VP EXTERNAL AFFIARS, STRAT

    Total calculated
    $179,268
    From this org
    $170,064
    From related orgs
    $0
    Other
    $9,204
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $170,064
    Bonus
    $0
    Other
    $0
    Deferred
    $6,794
    Nontaxable benefits
    $2,410
    Filer's total
    $179,268

  • JOSH SARVER

    VICE PRESIDENT OF EXHIBITS

    Total calculated
    $179,598
    From this org
    $143,867
    From related orgs
    $0
    Other
    $35,731
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $143,867
    Bonus
    $0
    Other
    $0
    Deferred
    $5,811
    Nontaxable benefits
    $29,920
    Filer's total
    $179,598

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 — 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 $20,500

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
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202442279349300509

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