UNION COUNTY HISTORICAL SOCIETY

EIN: 316050290 501(c)(3)

PLAIN CITY, OH

Total Revenue
$77,034
Total Expenses
$64,685
Total Assets
$557,724
Net Assets
$557,724
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1949
Legal Domicile
OH
Principal Officer
JOHN R WOERNER
Phone
9376421972
Tax Period
2025-01-01 to 2025-12-31

UNION COUNTY HISTORICAL SOCIETY, founded in 1949, is a micro nonprofit that reported $77K in total revenue in fiscal year 2025. The organization ran a surplus of $12K, a strong 16% operating margin.

Mission

THIS ORGANIZATION STRIVES TO PRESERVE AND RECORD THE HISTORY OF UNION COUNTY, AND IT STRIVES TO GIVE THE UNION COUNTY COMMUNITY AN APPRECIATION OF THE AREA'S HISTORY AND CULTURE THROUGH EDUCATION AND OPERATION OF A MUSEUM.

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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 (2025)

Revenue Breakdown

Contributions & Grants $67,294
Program Service Revenue $2,835
Investment Income $6,905
Other Revenue $0
TOTAL REVENUE $77,034

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,931
Fundraising Expenses $0
Program Expenses $49,639
Other Expenses $59,754
TOTAL EXPENSES $64,685

Year-over-Year Comparison

2025 2024 Change
Revenue $77,034 $73,823 +0.0%
Expenses $64,685 $96,320 -0.3%
Net Income $12,349 $-22,497 -1.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
2
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
6
$3,600
Total Directors
13
$3,600
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT PARROTT PRESIDENT N/A
Officer Director
$0 $0 $0
JOHN R WOERNER TREASURER N/A
Officer Director
$0 $0 $0
WILLIAM MCCARTHY TRUSTEE N/A
Director
$0 $0 $0
STEPHEN BADENHOP VICE PRESIDE N/A
Officer Director
$0 $0 $0
LARRY OHNSMAN TRUSTEE N/A
Director
$0 $0 $0
PAUL MCCARTNEY TRUSTEE N/A
Director
$0 $0 $0
DREW CONNOLLY TRUSTEE N/A
Director
$0 $0 $0
NINA BOERGER TRUSTEE N/A
Director
$0 $0 $0
LYNNE HALL CURATOR N/A
Officer Director
$0 $0 $0
BRUCE M JOHNSTONE DOCENT 5.00
Officer Director
$3,600 $0 $3,600
GARY WALLACE TRUSTEE N/A
Director
$0 $0 $0
KRISTY DEARING SECRETARY N/A
Officer Director
$0 $0 $0
RYAN GARDNER TRUSTEE N/A
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 $77,034 $64,685 $557,724 $12,349
2024 $73,823 $96,320 $545,375 $-22,497
2023 $79,399 $98,900 $567,967 $-19,501
2022 $89,894 $96,488 $587,442 $-6,594
2021 $58,894 $86,541 $594,034 $-27,647
2020 $68,730 $101,471 $621,734 $-32,741
2019 $58,968 $69,283 $654,425 $-10,315
2018 $43,373 $56,457 $664,792 $-13,084
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