Allen County Historical Society

EIN: 340867828 501(c)(3)

Lima, OH

Total Revenue
$427,452
Total Expenses
$283,358
Total Assets
$5,779,041
Net Assets
$5,777,695
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Financial Trends

Organization Details

Formation Year
1908
Legal Domicile
OH
Phone
4192229426
Tax Period
2024-01-01 to 2024-12-31

Allen County Historical Society, founded in 1908, is a small nonprofit that reported $427K in total revenue in fiscal year 2024. The organization ran a surplus of $144K, a strong 34% operating margin.

Mission

To provide records, exhibits, programs and events of historic value for the public.

Program Service Accomplishments

Program 1
Expenses: $96,315 Revenue: $9,095

Collections and Exhibitions - History, mainly of Allen County and Ohio, is depicted through the collections that are maintained, exhibited and demonstrated. Visitors come to the museum to view the...

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Collections and Exhibitions - History, mainly of Allen County and Ohio, is depicted through the collections that are maintained, exhibited and demonstrated. Visitors come to the museum to view the exhibits, do genealogical research, and attend programs & events. The Allen County Reporter which is devoted to scholarly articles about local history topics is also created and published.

Program 2
Expenses: $25,595 Revenue: $4,397

MacDonell House Exhibit - The MacDonell House, an 1893 Victorian, is maintained to show the daily lifestyle during the Victorian Era and the Industrial Revolution as it was experienced in Lima.

Program 3
Expenses: $13,410

Education - The museums education department provides free or low cost services to schools, students, children, families and adults through onsite tours, school outreach through the museums traveling...

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Education - The museums education department provides free or low cost services to schools, students, children, families and adults through onsite tours, school outreach through the museums traveling trunks program, and various educational programs designed to support the museums mission, local history and exhibitions.

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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 (2024)

Revenue Breakdown

Contributions & Grants $193,893
Program Service Revenue $13,492
Investment Income $210,523
Other Revenue $9,544
TOTAL REVENUE $427,452

Expense Breakdown

Grants Paid $0
Salaries & Benefits $44,894
Fundraising Expenses $0
Program Expenses $135,320
Other Expenses $238,464
TOTAL EXPENSES $283,358

Year-over-Year Comparison

2024 2023 Change
Revenue $427,452 $430,986 0.0%
Expenses $283,358 $325,264 -0.1%
Net Income $144,094 $105,722 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
11
Volunteers
385

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
3
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Baker Trustee 1.00
Director
$0 $0 $0
Betsy Billingsley Trustee 1.00
Director
$0 $0 $0
Herb Lauer Trustee 1.00
Director
$0 $0 $0
George D MacDonell Trustee 1.00
Director
$0 $0 $0
Louis Markiewicz Trustee 1.00
Director
$0 $0 $0
Jack Somerville Trustee 1.00
Director
$0 $0 $0
Neil Winget Trustee 1.00
Director
$0 $0 $0
Anne Decker Trustee 1.00
Director
$0 $0 $0
Ruth Waggoner Treasurer 2.00
Officer
$0 $0 $0
Jim Osmon President 2.00
Officer
$0 $0 $0
Lawrence Huffman Vice President 2.00
Officer
$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
2024 $427,452 $283,358 $5,779,041 $144,094
2023 $430,986 $325,264 $5,242,688 $105,722
2022 $284,750 $295,408 $5,061,063 $-10,658
2021 $325,864 $220,118 $5,428,844 $105,746
2020 $287,903 $217,397 $4,777,077 $70,506
2019 $258,601 $171,521 $4,742,609 $87,080
2018 $377,413 $186,239 $4,151,288 $191,174
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