Civic Intelligence

Anna District Historical Society Inc.

EIN 27-0287972 • 501(c)3 • Anna, OH

Pub. 78 Eligible990-N CoverageNTEE A80

Profile

To preserve, protect, document and educate residents as to the local history of the area

112 W Main StAnna, OH 45302
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE A80 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE A80 • <$500k nonprofits • Source year 2025

Net Margin

68th percentile

38%

Higher net margin than 68% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE A80 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-41%

Faster revenue growth than 26% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$295,739

Up $23,368 (+8.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$295,739

Up $23,368 (+8.6%) from 2024

Operations
Liabilities / Revenue71st percentileNet Margin68th percentile

Revenue

Down

$61,580

Down $43,383 (-41%) from 2024

Expenses

Up

$38,212

Up $2,610 (+7.3%) from 2024

Net Income

Down

$23,368

Down $45,993 (-66%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2024: $272,371Liabilities 2024: $0Net Assets 2024: $272,3712024Assets 2025: $295,739Liabilities 2025: $0Net Assets 2025: $295,7392025

Highlighted filing

2025

Assets$295,739
Liabilities$0
Net Assets$295,739
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2024: $104,963Expenses 2024: $35,602Net Income 2024: $69,3612024Revenue 2025: $61,580Expenses 2025: $38,212Net Income 2025: $23,3682025

Highlighted filing

2025

Revenue$61,580
Expenses$38,212
Net Income$23,368
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,739
Liabilities
$0
Net assets
$295,739
Revenue
$61,580
Expenses
$38,212
Net income
$23,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.62$0.38$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$1.05$0.36$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 15, 2026
Return Version
2025v4.0
Gross Receipts
$61,741
Mission and Program Overview

Mission

To preserve, protect, document and educate residents as to the local history of the area

Program Services

DescriptionGrantsExpenses
PRESERVATION OF HISTORICAL STRUCTURE THE HOUSES THE SOCIETY$0$28,220
HOMETOWN HEROES BANNERS$0$65
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL A GARIETYPres-$0--
KATHIE ESLEMANV Pres-$0--
CAROL WENTZSecretary-$0--
SUSIE BERTSCHTreasurer-$0--
CAROL BRAUNTrustee-$0--
LINDA GLESSNERTrustee-$0--
PHYLLIS EVANSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Anna District Historical Society Inc
EIN
27-0287972
Phone
9373943581
Address
112 W MAIN ST, ANNA, OH 45302

Signing Officer

Name
Dave Russell
Title
Assistant
Phone
9373698349
Signed
2026-04-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Repairs 269 telephone 1297 dues / licenses 198 operating supplies 2889 insurance 3076 miscellaneous 499”

Form 990-EZ, Part II, Line 24

“Historical displays 47477”

Raw XML Appendix208 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANNA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL A GARIETY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL WENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSIE BERTSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROL BRAUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA GLESSNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHYLLIS EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt047477
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08228
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PRESERVE, PROTECT, DOCUMENT AND EDUCATE RESIDENTS AS TO THE LOCAL HISTORY OF THE AREA
IRS990EZ/PrintingPublicationsPostageAmt05938
IRS990EZ/ProgramServiceRevenueAmt01150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOMETOWN HEROES BANNERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRESERVATION OF HISTORICAL STRUCTURE THE HOUSES THE SOCIETY
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0376
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SPECIAL EVENTS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SPECIAL EVENTS
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt03442
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REPAIRS 269 TELEPHONE 1297 DUES / LICENSES 198 OPERATING SUPPLIES 2889 INSURANCE 3076 MISCELLANEOUS 499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HISTORICAL DISPLAYS 47477
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT
ReturnHeader/BusinessOfficerGrp/PhoneNum09373698349
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA DISTRICT HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0270287972
ReturnHeader/Filer/PhoneNum09373943581
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 W MAIN ST
ReturnHeader/Filer/USAddress/CityNm0ANNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045302
ReturnHeader/ReturnTs02026-04-15T15:53:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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