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Nonprofiteer
← OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION

Form 990 for tax year 2022

Filed by OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION.

Totals

Total revenue
$260,835
Total expenses
$431,652
Contributions and grants received
$236,920
Grants paid
$0
Program service revenue
$10,358
Investment income
$15,283
Other revenue
-$1,726
Total assets, end of year
$4,072,999
Total liabilities, end of year
$7,041
Net assets or fund balances, end of year
$4,065,958
Program services expenses (Part IX)
$288,791
Management and general expenses
$127,340
Fundraising expenses
$15,521
Program service expenses (Part III)
$288,791

Program services were 66.9% 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.

  • 1b · Membership dues

    $15,864

  • 1c · Fundraising events

    $8,065

  • 1f · All other contributions, gifts and grants

    $212,991

  • 2a · Program service revenue: PROGRAM SERVICE REVENU

    total $10,358 · related or exempt $10,358

  • 3 · Investment income

    total $70,254 · excluded $70,254

  • 6a · Gross rents

    real property $78,423

  • 6b · Less rental expenses

    real property $78,817

  • 6c · Rental income or loss

    real property -$394

  • 6d · Net rental income or loss

    total -$394 · excluded -$394

  • 7a · Gross sales of assets other than inventory

    securities $230,849

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

    securities $285,820

  • 7c · Gain or loss

    securities -$54,971

  • 7d · Net gain or loss

    total -$54,971 · excluded -$54,971

  • 8a · Fundraising events: gross income

    $0

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

    $8,065

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 10a · Gross sales of inventory

    $2,530

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $2,530 · excluded $2,530

  • 11a · Other revenue: MISCELLANEOUS

    total $1,469 · related or exempt $1,469

  • 11b · Other revenue: LOSS ON OHC PROPERTIES

    total -$5,331 · excluded -$5,331

  • 11e · Other revenue, total

    -$3,862

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $60,824 · program services $40,713 · management and general $17,495 · fundraising $2,616

  • 7 · Other salaries and wages

    total $159,617 · program services $106,841 · management and general $45,912 · fundraising $6,864

  • 8 · Pension plan contributions

    total $5,932 · program services $3,971 · management and general $1,706 · fundraising $255

  • 9 · Other employee benefits

    total $20,366 · program services $13,632 · management and general $5,858 · fundraising $876

  • 10 · Payroll taxes

    total $20,678 · program services $13,827 · management and general $5,963 · fundraising $888

  • 11c · Fees: accounting

    total $11,162 · program services $7,570 · management and general $3,106 · fundraising $486

  • 11f · Fees: investment management

    total $25,516 · management and general $25,516

  • 13 · Office expenses

    total $20,430 · program services $13,855 · management and general $5,685 · fundraising $890

  • 14 · Information technology

    total $2,755 · program services $1,868 · management and general $767 · fundraising $120

  • 19 · Conferences, conventions and meetings

    total $4,315 · program services $2,926 · management and general $1,201 · fundraising $188

  • 22 · Depreciation, depletion and amortization

    total $9,043 · program services $6,132 · management and general $2,517 · fundraising $394

  • 23 · Insurance

    total $12,583 · program services $8,533 · management and general $3,502 · fundraising $548

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $33,727 · program services $31,343 · management and general $1,461 · fundraising $923

  • 24b · Other expenses: PROGRAM EXPENSES

    total $30,215 · program services $30,215

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $3,975 · program services $2,696 · management and general $1,106 · fundraising $173

  • 24d · Other expenses: PRINTING & PUBLICATIONS

    total $3,778 · program services $2,562 · management and general $1,051 · fundraising $165

  • 24e · All other expenses

    total $6,736 · program services $2,107 · management and general $4,494 · fundraising $135

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $173,581 · end of year $147,969

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

    $957,345

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

    $323,358

  • 10c · Land, buildings and equipment, net

    beginning of year $628,950 · end of year $633,987

  • 11 · Investments: publicly traded securities

    beginning of year $3,570,189 · end of year $3,026,630

  • 15 · Other assets

    beginning of year $293,650 · end of year $264,413

  • 17 · Accounts payable and accrued expenses

    beginning of year $83 · end of year $77

  • 25 · Other liabilities

    beginning of year $6,964 · end of year $6,964

  • 27 · Net assets without donor restrictions

    beginning of year $1,355,582 · end of year $1,260,826

  • 28 · Net assets with donor restrictions

    beginning of year $3,303,741 · end of year $2,805,132

Mission and programs · 2022

Mission

TO PRESERVE AND SHARE OBERLIN'S UNIQUE HERITAGE AND TO MAKE OUR COMMUNITY A BETTER PLACE TO LIVE, LEARN, WORK AND VISIT.

  • HISTORY EDUCATION: THE OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION, DOING BUSINESS AS THE OBERLIN HERITAGE CENTER, BELIEVES THAT WHEN PEOPLE BETTER UNDERSTAND HISTORY THEY MAKE MORE INFORMED DECISIONS IN THE PRESENT AND DEVELOP AN APPRECIATION FOR DIFFERENT PERSPECTIVES. THE OBERLIN HERITAGE CENTER OFFERS PUBLIC TOURS OF ITS THREE HISTORIC BUILDINGS YEAR-ROUND, HISTORY WALKS, PUBLIC LECTURES, YOUTH AND ADULT OUTREACH PROGRAMS, AND COMMUNITY EVENTS. SEE SCHEDULE O FOR FURTHER INFORMATION ABOUT PROGRAMS AND A SAMPLING OF OHC'S ACTIVITIES IN 2022.

    Expenses $288,791 · Revenue $11,827

  • COLLECTIONS: THE OBERLIN HERITAGE CENTER COLLECTS THE MATERIAL AND INTELLECTUAL CULTURE OF PEOPLE IN OBERLIN, OHIO, AND PRESERVES IT FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. OHC SEEKS OBJECTS, ARCHIVAL MATERIALS AND PHOTOGRAPHS, ORDINARY AND EXTRAORDINARY, WHOSE STORIES AND MEANINGS ARE RICH, THAT HAVE INHERENT WORTH, THAT BOTH REFLECT AND CHALLENGE THE CONVENTIONAL WISDOM, AND THAT INVITE US TO LOOK DEEPER OR BROADER. OHC REQUIRES THESE OBJECTS AND THEIR DOCUMENTED CONTEXTS AS EVIDENCE TO ILLUMINATE AND INTERPRET THE LARGER THEMES OF OBERLIN HISTORY AND ENVIRONMENT. THE COLLECTIONS FORM THE FOUNDATION FOR RESEARCH, SCHOLARSHIP, EXHIBITION, PUBLIC PROGRAMS, AND OUTREACH. INCLUDED IN THE COLLECTIONS ARE HISTORIC BUILDINGS: THE MONROE HOUSE, JEWETT HOUSE AND BARN, AND THE LITTLE RED SCHOOLHOUSE.THE OBERLIN HERITAGE CENTER INTERPRETS OBERLIN'S HISTORY, IN PARTICULAR ITS STRONG ACTIVIST TRADITIONS OF ABOLITIONISM AND WOMEN'S RIGHTS, UNIVERSAL EDUCATION, RACISM AND CIVIL RIGHTS, SCIENTIFIC INNOVATION, THE STORIES OF THE PEOPLE ASSOCIATED WITH OUR TWO HOUSE MUSEUMS AND THE SCHOOLHOUSE, AND THE VARIED LIVED EXPERIENCES OF THE PEOPLE OF OBERLIN. RESEARCH ON ALL OF THESE TOPICS AND OTHERS IS ONGOING AND WILL HELP SHAPE FUTURE INTERPRETATION AND COLLECTING.THE OBERLIN HERITAGE CENTER'S BUILDINGS AND COLLECTIONS SERVE AS A BACKDROP AND THE SETTING FOR INTERPRETING MAJOR EVENTS AND THEMES IN THE COMMUNITY'S HISTORY. THE COLLECTIONS ON DISPLAY IN THE JEWETT HOUSE AND THE LITTLE RED SCHOOLHOUSE SHOULD REFLECT WHAT TYPICAL STRUCTURES OF THEIR ERAS LOOKED LIKE. MORE SPECIFICALLY, THE COLLECTIONS ALSO SHOWCASE THE DAILY ACTIVITIES OF THE PEOPLE WHOSE STORIES WE TELL. THE COLLECTIONS ON DISPLAY IN THE MONROE HOUSE CURRENTLY INTERPRET THE HISTORY OF THE FORMER INHABITANTS AS WELL AS OBERLIN'S FOUNDING AND EARLY HISTORY. THIS IS LIKELY TO CHANGE AS STAFF CONSIDER MAKING THE MONROE HOUSE SUITABLE FOR SELF-GUIDED TOURS AND BALANCE VISITOR INTEREST, INTERACTIVE ELEMENTS, SECURITY FLEXIBILITY, AND INTERPRETIVE GOALS THAT MOVE BEYOND THE TRADITIONAL HISTORIC HOUSE MODEL. FINE TUNING THE COLLECTIONS SO THAT THEY INTERPRET BOTH THE HISTORIC BUILDINGS AND BROADER COMMUNITY STORIES IS, AND WILL CONTINUE TO BE, AN ONGOING PROCESS. FOR MORE INFORMATION, REQUEST THE OBERLIN HERITAGE CENTER COLLECTIONS PLAN.

  • ARCHIVES, RESEARCH & PUBLICATIONS: THE ORGANIZATION'S RESOURCE CENTER INCLUDES HOLDINGS ON OBERLIN HISTORY, FAMILY HISTORY, HISTORIC PRESERVATION AND NONPROFIT ORGANIZATION AND MUSEUM MANAGEMENT. STAFF MEMBERS ARE AVAILABLE BY APPOINTMENT TO ASSIST THOSE INTERESTED IN RESEARCHING LOCAL AND FAMILY HISTORY, WITH A PARTICULAR FOCUS ON DESCENDANTS OF FAMILIES THAT SETTLED IN THE OBERLIN AREA. MAJOR RESEARCH PROJECTS UNDERWAY INCLUDE THE WESTWOOD CEMETERY INVENTORY, THE OBERLIN ORAL HISTORY PROJECT, AND UNDERGROUND RAILROAD RESEARCH. THE ORGANIZATION PUBLISHES BOOKS AND BOOKLETS ON HISTORICAL TOPICS FROM TIME TO TIME, ONLINE RESOURCES, AS WELL AS ITS MONTHLY NEWSLETTER AND THE OBERLIN HERITAGE CENTER ANNUAL REPORT.

  • PRESERVATION & HISTORY ADVOCACY: OHC ADVOCATES FOR THE PRESERVATION AND INTERPRETATION OF BUILDINGS, DOCUMENTS, STORIES, LANDSCAPES AND MORE. OHC COLLABORATES WITH VARIED COMMUNITY PARTNERS AND PEER ORGANIZATIONS TO FACILITATE HISTORY PROJECTS AND ENCOURAGES THE PRESERVATION AND SHARING OF VARIED VOICES FOR A MORE HOLISTIC UNDERSTANDING OF THE PAST.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • GAIL WOOD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • EBONI JOHNSON

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KEN GROSSI

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • AMY CHUANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRITTNEI SHERROD TERM ENDED 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAUREL PRICE JONES

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CARL JACOBSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE MIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDWARD WARDWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LORI EBIHARA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JIYUL KIM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FR BRIAN WILBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH ELROD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GENE MATTHEWS RESIGNED 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEAN FOGGO SIMON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CLAUDIA JONES TERM BEGAN 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RACHAEL MCCRAY TERM BEGAN 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL SPIERLING TERM BEGAN 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY WORTHINGTON TERM BEGAN 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NICHOL SMITH-HIGNITE RESIGNED 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMY SZMANIA RESIGNED 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH SCHULTZ

    EXECUTIVE DIRECTOR

    Total calculated
    $66,674
    From this org
    $60,824
    From related orgs
    $0
    Other
    $5,850
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • VINEWAY LLC

    RENTAL · OH · income $78,855 · assets $506,762

    Directly controlled by OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • OHC PROPERTIES INC

    C · HOLDING AGENT · OH · 100% owned · share of income $43,506 · share of assets $135,039

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343179349305029

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