OHIO HISTORICAL SOCIETY FOUNDATION

EIN: 311089327 501(c)(3)

COLUMBUS, OH

Total Revenue
$3,247,568
Total Expenses
$2,131,893
Total Assets
$21,315,385
Net Assets
$20,546,736
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
OH
Principal Officer
JEFFREY K WARD
Phone
6142972300
Tax Period
2022-07-01 to 2023-06-30

OHIO HISTORICAL SOCIETY FOUNDATION, founded in 1983, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2022. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 34% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1
Expenses: $2,108,851

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,877,600
Program Service Revenue $0
Investment Income $369,968
Other Revenue $0
TOTAL REVENUE $3,247,568

Expense Breakdown

Grants Paid $2,108,851
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,108,851
Other Expenses $23,042
TOTAL EXPENSES $2,131,893

Year-over-Year Comparison

2022 2021 Change
Revenue $3,247,568 $2,001,810 +0.6%
Expenses $2,131,893 $3,031,899 -0.3%
Net Income $1,115,675 $-1,030,089 -2.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$164,897
Total Directors
4
$164,897
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY K WARD CHIEF FINANCIAL OFFICER 40.00
Officer Director
$0 $16,681 $164,897
MELODY YOUNG CHAIR 1.00
Officer Director
$0 $0 $0
ROBERT ROACH VICE-CHAIR 1.00
Officer Director
$0 $0 $0
JON ELSASSER SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $3,247,568 $2,131,893 $21,315,385 $1,115,675
2022 $2,001,810 $3,031,899 $19,930,380 $-1,030,089
2021 $2,410,812 $3,242,245 $22,693,832 $-831,433
2020 $2,355,479 $3,129,877 $20,076,412 $-774,398
2019 $2,429,933 $5,808,193 $20,354,362 $-3,378,260
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