Civic Intelligence

Adena Mansion and Gardens Society

EIN 27-1330314 • 501(c)3 • Chillicothe, OH

Profile

The adena mansion & gardens society is committed to the preservation and promotion of amg, the legacy of thomas worthington and family, and to help people connect and understand adena's role and presence in ohio history.

847 Adena RoadChillicothe, OH 45601

www.adenamansion.com

Siviq Scores

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

Liabilities / Assets

91st percentile

0.71x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

34th percentile

-6.7%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$56,686

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

102%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$103,861

Up $52,390 (+102%) from 2023

Liabilities

Up

$73,687

Up $69,491 (+1656%) from 2023

Net Assets

Down

$30,174

Down $17,101 (-36%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin34th percentile

Revenue

Up

$256,847

Up $28,493 (+12%) from 2023

Expenses

Down

$273,948

Down $55,152 (-17%) from 2023

Net Income

Up

-$17,101

Up $83,645 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $76,285Liabilities 2011: $3,121Net Assets 2011: $73,1642011Assets 2012: $83,917Liabilities 2012: $4,389Net Assets 2012: $79,5282012Assets 2013: $108,591Liabilities 2013: $3,233Net Assets 2013: $105,3582013Assets 2014: $105,164Liabilities 2014: $4,122Net Assets 2014: $101,0422014Assets 2015: $89,295Liabilities 2015: $5,191Net Assets 2015: $84,1042015Assets 2016: $63,994Liabilities 2016: $8,447Net Assets 2016: $55,5472016Assets 2017: $50,293Liabilities 2017: $6,338Net Assets 2017: $43,9552017Assets 2018: $86,508Liabilities 2018: $9,810Net Assets 2018: $76,6982018Assets 2019: $93,638Liabilities 2019: $4,779Net Assets 2019: $88,8592019Assets 2020: $135,113Liabilities 2020: $35,772Net Assets 2020: $99,3412020Assets 2021: $311,319Liabilities 2021: $4,980Net Assets 2021: $306,3392021Assets 2022: $153,536Liabilities 2022: $5,515Net Assets 2022: $148,0212022Assets 2023: $51,471Liabilities 2023: $4,196Net Assets 2023: $47,2752023Assets 2024: $103,861Liabilities 2024: $73,687Net Assets 2024: $30,1742024

Highlighted filing

2024

Assets$103,861
Liabilities$73,687
Net Assets$30,174
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $221,7292011Expenses 2012: $224,6782012Revenue 2013: $265,094Expenses 2013: $239,264Net Income 2013: $25,8302013Revenue 2014: $249,138Expenses 2014: $253,454Net Income 2014: -$4,3162014Revenue 2015: $250,380Expenses 2015: $267,318Net Income 2015: -$16,9382015Revenue 2016: $258,326Expenses 2016: $286,883Net Income 2016: -$28,5572016Revenue 2017: $253,557Expenses 2017: $265,149Net Income 2017: -$11,5922017Revenue 2018: $282,625Expenses 2018: $250,139Net Income 2018: $32,4862018Revenue 2019: $245,021Expenses 2019: $232,860Net Income 2019: $12,1612019Revenue 2020: $204,243Expenses 2020: $193,761Net Income 2020: $10,4822020Revenue 2021: $488,771Expenses 2021: $281,773Net Income 2021: $206,9982021Revenue 2022: $240,751Expenses 2022: $399,069Net Income 2022: -$158,3182022Revenue 2023: $228,354Expenses 2023: $329,100Net Income 2023: -$100,7462023Revenue 2024: $256,847Expenses 2024: $273,948Net Income 2024: -$17,1012024

Highlighted filing

2024

Revenue$256,847
Expenses$273,948
Net Income-$17,101
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$103,861
Liabilities
$73,687
Net assets
$30,174
Revenue
$256,847
Expenses
$273,948
Net income
-$17,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.74$0.30$2.57$2.74$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.04$0.47$2.28$3.29$1.01
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.06$1.48$2.41$3.99$1.58
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.05$3.06$4.89$2.82$2.07
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.36$0.99$2.04$1.94$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.05$0.89$2.45$2.33$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.10$0.77$2.83$2.50$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.06$0.44$2.54$2.65$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.08$0.56$2.58$2.87$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.84$2.50$2.67$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.04$1.01$2.49$2.53$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.05$2.65$2.39$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.04$0.80$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.03$0.73$2.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 10, 2025
Return Version
2024v5.0
Gross Receipts
$279,306
Mission and Program Overview

Mission

The adena mansion & gardens society is committed to the preservation and promotion of amg, the legacy of thomas worthington and family, and to help people connect and understand adena's role and presence in ohio history.

To support the historical adena mansion and gardens and promote education about this historic home of thomas worthington, ohio's first governor.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$26,434$78,977▲ $52,543
Inventories for Sale or Use$14,956$15,070▲ $114
Land, Buildings, and Equipment, Net$9,958$9,691▼ $267
Total Assets$51,471$103,861▲ $52,390
Other Assets Total$123$123→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,196$73,687▲ $69,491
Total Liabilities$4,196$73,687▲ $69,491
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,900$15,900→ $0
Net Assets Without Donor Restrictions$31,375$14,274▼ $17,101
Total Net Assets Fund Balance$47,275$30,174▼ $17,101
Total Liabilities and Net Assets / Fund Balance$51,471$103,861▲ $52,390

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,691$5,934$15,625
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy StyerExecutive DirectorFT$56,686$56,686

Board Members and Trustees

NameTitle
William BeattyChairman
Mike WarrenVice Chairman
Andy WetterstenBoard Member
Beverly GrayBoard Member
Donald Gatchell JrBoard Member
Mary Anne BrownBoard Member
Paul HixonBoard Member
Randy DetillionBoard Member
Sally RathkampBoard Member
Steve BurkhartBoard Member
Terry DavisBoard Member
Deb MainSecretary
Becky NeighborsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$181,697
Program Service Revenue
$36,996
Investment Income
$0
Other Revenue
$38,154
All Other Contributions
$11,493
Change in Net Assets
$-17,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$210,341
Other Expenses$63,607
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$131,521--$131,521
Current Officers, Directors, Trustees, and Key Employees$56,686--$56,686
Payroll Taxes$22,134--$22,134
Advertising$8,921--$8,921
Fees for Services Accounting$6,225--$6,225
All Other Expenses$6,000--$6,000
Insurance$5,821--$5,821
Occupancy$4,583--$4,583
Other Expenses$2,352--$2,352
Information Technology$2,278--$2,278
Office Expenses$311--$311
Depreciation Depletion$267--$267
Total Functional Expenses$273,948$0$0$273,948
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,414
Fundraising Direct Expenses$20,793
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Theatre$20,925$20,925$11,142$9,783
Plant Sale$11,164$11,164$4,490$6,674
Total Events$32,089$32,089$15,632$16,457
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members that pay dues in accordance with the by-laws and had thirteen board members in 2024.”

Form 990, Part VI, Section A, Line 7A

“The board members elect all the governing body.”

Form 990, Part VI, Section A, Line 7B

“The actions of the governing body are subject to the approval/disapproval of the board members at the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“A copy of the completed return is provided at the regular board meeting.”

Form 990, Part VI, Section B, Line 12C

“All board members and officers will be required to sign a conflict of interest statement listing all areas that potential conflicts may exist. These statements will be reviewed annually.”

Form 990, Part VI, Section B, Line 15

“The excecutive committee reviews performance of the key employees at a minimum of once a year. During the review any possible conflicts are discussed with the employee. All salaries are determined with the assistance of the ohio historical society. Since the compensation is constrained by our budget, there is little concern for excess compensation. There are no benefits paid. The organization did not compensate any current officer or board member in 2024.”

Form 990, Part VI, Section C, Line 19

“The organization makes the required documents available at its office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Adena Mansion and Gardens Society
EIN
27-1330314
Phone
7407721500
Address
847 ADENA ROAD, CHILLICOTHE, OH 45601

Signing Officer

Name
Kathy Styer
Title
Executive Director
Phone
7407721500
Signed
2025-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Styer
Formed
2009
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
11
Volunteers
50

Preparer

Firm
Whited Seigneur Sams & Rahe Cpas Llp
Address
213 SOUTH PAINT STREET, CHILLICOTHE, OH 45601-3828
Preparer
Kathleen Alderman
Phone
7407022600
Supplemental Narrative

Additional Explanations

FORM 990 PART XII LINE 2C:

“The organization has a committee chaired by the treasurers designated with oversight of the compilation of its financial statements and selection of an independent accountant.”

Raw XML AppendixShowing 400 of 466 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04196
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt073687
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE HISTORICAL ADENA MANSION AND GARDENS AND PROMOTE EDUCATION ABOUT THIS HISTORIC HOME OF THOMAS WORTHINGTON, OHIO'S FIRST GOVERNOR.
IRS990/AdvertisingGrp/ProgramServicesAmt08921
IRS990/AdvertisingGrp/TotalAmt08921
IRS990/AllOtherContributionsAmt011493
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06000
IRS990/AllOtherExpensesGrp/TotalAmt06000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WHITED SEIGNEUR SAMS & RAHE CPAS
IRS990/BooksInCareOfDetail/PhoneNum07407022600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0213 S PAINT ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHILLICOTHE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045601
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt026434
IRS990/CashNonInterestBearingGrp/EOYAmt078977
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt056686
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt056686
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt01666
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0181697
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt063607
IRS990/CYOtherRevenueAmt038154
IRS990/CYProgramServiceRevenueAmt036996
IRS990/CYRevenuesLessExpensesAmt0-17101
IRS990/CYSalariesCompEmpBnftPaidAmt0210341
IRS990/CYTotalExpensesAmt0273948
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256847
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0267
IRS990/DepreciationDepletionGrp/TotalAmt0267
IRS990/Desc0THE CORPORATION PROVIDES TOURS OF THE MANSION AND GARDENS, MAINTAINS ALL THE FACILITIES AND IS RESPONSIBLE FOR SITE IMPROVEMENTS. WE PROVIDE EDUCATIONAL EVENTS FOR LOCAL SCHOOL SYSTEMS. TYPICAL EVENTS INCLUDE A KILL THE HILL RACE, MURDER MYSTERY, SCRAPBOOKING, OSU FUNDRAISER, CHILDRENS SERIES, LECTURE SERIES, ICE CREAM SOCIAL, WREATH MAKING AND HOLIDAYS AT ADENA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt015900
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt015900
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0273948
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06225
IRS990/FeesForServicesAccountingGrp/TotalAmt06225
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM BEATTY
IRS990/Form990PartVIISectionAGrp/PersonNm1BECKY NEIGHBORS
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY ANNE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm4TERRY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE BURKHART
IRS990/Form990PartVIISectionAGrp/PersonNm6RANDY DETILLION
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL HIXON
IRS990/Form990PartVIISectionAGrp/PersonNm8BEVERLY GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm9ANDY WETTERSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm10SALLY RATHKAMP
IRS990/Form990PartVIISectionAGrp/PersonNm11DEB MAIN
IRS990/Form990PartVIISectionAGrp/PersonNm12DONALD GATCHELL JR
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHY STYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1356686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt020793
IRS990/FundraisingGrossIncomeAmt044414
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0279306
IRS990/GrossRentsGrp/RealAmt03112
IRS990/GrossSalesOfInventoryAmt012098
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02278
IRS990/InformationTechnologyGrp/TotalAmt02278
IRS990/InsuranceGrp/ProgramServicesAmt05821
IRS990/InsuranceGrp/TotalAmt05821
IRS990/InventoriesForSaleOrUseGrp/BOYAmt014956
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015070
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05934
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09958
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09691
IRS990/LandBldgEquipCostOrOtherBssAmt015625
IRS990/LegalDomicileStateCd0OH
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt02260
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ADENA MANSION & GARDENS SOCIETY IS COMMITTED TO THE PRESERVATION AND PROMOTION OF AMG, THE LEGACY OF THOMAS WORTHINGTON AND FAMILY, AND TO HELP PEOPLE CONNECT AND UNDERSTAND ADENA'S ROLE AND PRESENCE IN OHIO HISTORY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt047275
IRS990/NetAssetsOrFundBalancesEOYAmt030174
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt023621
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt023621
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt010432
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt010432
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03112
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03112
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt031375
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014274
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt04583
IRS990/OccupancyGrp/TotalAmt04583
IRS990/OfficeExpensesGrp/ProgramServicesAmt0311
IRS990/OfficeExpensesGrp/TotalAmt0311
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0123
IRS990/OtherAssetsTotalGrp/EOYAmt0123
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GROUNDSKEEPING
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2OPERATING SUPPLIES
IRS990/OtherExpensesGrp/Desc3PRIOR YEAR GRANTS EXPEN
IRS990/OtherExpensesGrp/ProgramServicesAmt021212
IRS990/OtherExpensesGrp/ProgramServicesAmt13186
IRS990/OtherExpensesGrp/ProgramServicesAmt22451
IRS990/OtherExpensesGrp/ProgramServicesAmt32352
IRS990/OtherExpensesGrp/TotalAmt021212
IRS990/OtherExpensesGrp/TotalAmt13186
IRS990/OtherExpensesGrp/TotalAmt22451
IRS990/OtherExpensesGrp/TotalAmt32352
IRS990/OtherRevenueMiscGrp/BusinessCd0713110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0989
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0989
IRS990/OtherRevenueTotalAmt0989
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0131521
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131521
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt022134
IRS990/PayrollTaxesGrp/TotalAmt022134
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATHY STYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036996
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0172826
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0109318
IRS990/PYOtherRevenueAmt019784
IRS990/PYProgramServiceRevenueAmt035744
IRS990/PYRevenuesLessExpensesAmt0-100746
IRS990/PYSalariesCompEmpBnftPaidAmt0219782
IRS990/PYTotalExpensesAmt0329100
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0228354
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-17101
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0167944
IRS990/RentalIncomeOrLossGrp/RealAmt03112
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt051529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0179436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0169463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0171093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0429142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0192228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01141362
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03475
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01425
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018501
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0203725
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt045403
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt050175
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt048838
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt044168
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04758
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0193342
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84350
IRS990ScheduleA/PublicSupportPY170Pct00.84380
IRS990ScheduleA/PublicSupportTotal170Amt01141362
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0179436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0169463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0171093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0429142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0192228
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01141362
IRS990ScheduleA/TotalSupportAmt01353205
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt09691
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05934
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015625
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09691
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015632
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PLANT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINNER THEATRE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032089
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016457
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015632
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04490
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011142
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS THAT PAY DUES IN ACCORDANCE WITH THE BY-LAWS AND HAD THIRTEEN BOARD MEMBERS IN 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS ELECT ALL THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ACTIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL/DISAPPROVAL OF THE BOARD MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE COMPLETED RETURN IS PROVIDED AT THE REGULAR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL BOARD MEMBERS AND OFFICERS WILL BE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT LISTING ALL AREAS THAT POTENTIAL CONFLICTS MAY EXIST. THESE STATEMENTS WILL BE REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXCECUTIVE COMMITTEE REVIEWS PERFORMANCE OF THE KEY EMPLOYEES AT A MINIMUM OF ONCE A YEAR. DURING THE REVIEW ANY POSSIBLE CONFLICTS ARE DISCUSSED WITH THE EMPLOYEE. ALL SALARIES ARE DETERMINED WITH THE ASSISTANCE OF THE OHIO HISTORICAL SOCIETY. SINCE THE COMPENSATION IS CONSTRAINED BY OUR BUDGET, THERE IS LITTLE CONCERN FOR EXCESS COMPENSATION. THERE ARE NO BENEFITS PAID. THE ORGANIZATION DID NOT COMPENSATE ANY CURRENT OFFICER OR BOARD MEMBER IN 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES THE REQUIRED DOCUMENTS AVAILABLE AT ITS OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION HAS A COMMITTEE CHAIRED BY THE TREASURERS DESIGNATED WITH OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART XII LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051471
IRS990/TotalAssetsEOYAmt0103861
IRS990/TotalAssetsGrp/BOYAmt051471
IRS990/TotalAssetsGrp/EOYAmt0103861
IRS990/TotalCompGreaterThan150KInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.