Civic Intelligence

Worthington Historical Society Inc

EIN 31-0726223 • 501(c)3 • Worthington, OH

Profile

Preservation of the three historical properties, artifacts and information. Education of the general public about the history of the City of Worthington through museums, exhibits, tours, social media and online presence, along with special events.

50 West New England AvenueWorthington, OH 43085

worthingtonhistory.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

46th percentile

$37,377

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,483,838

Up $198,866 (+8.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,483,838

Up $198,866 (+8.7%) from 2024

Revenue

Up

$180,212

Up $30,187 (+20%) from 2024

Expenses

Down

$115,192

Down $6,170 (-5.1%) from 2024

Net Income

Up

$65,020

Up $36,357 (+127%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,009,353Liabilities 2021: $0Net Assets 2021: $2,009,3532021Assets 2022: $2,012,543Liabilities 2022: $0Net Assets 2022: $2,012,5432022Assets 2023: $2,111,350Liabilities 2023: $0Net Assets 2023: $2,111,3502023Assets 2024: $2,284,972Liabilities 2024: $0Net Assets 2024: $2,284,9722024Assets 2025: $2,483,838Liabilities 2025: $0Net Assets 2025: $2,483,8382025

Highlighted filing

2025

Assets$2,483,838
Liabilities$0
Net Assets$2,483,838

Operations Trend

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

$200K$100K$0-$100KRevenue 2021: $109,910Expenses 2021: $160,634Net Income 2021: -$50,7242021Revenue 2022: $199,417Expenses 2022: $96,278Net Income 2022: $103,1392022Revenue 2023: $114,402Expenses 2023: $92,658Net Income 2023: $21,7442023Revenue 2024: $150,025Expenses 2024: $121,362Net Income 2024: $28,6632024Revenue 2025: $180,212Expenses 2025: $115,192Net Income 2025: $65,0202025

Highlighted filing

2025

Revenue$180,212
Expenses$115,192
Net Income$65,020

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 8, 2025
Return Version
2024v5.0
Gross Receipts
$180,212
Mission and Program Overview

Mission

Preservation of the historic properties, artificats, and information. Education of the general public about the City of Worthington.

The Worthington Historical Society (WHS) creates experiences that inspire and promote public interest in Worthington's history. To preserve the city's legacy for future generations, the Society maintains historic properties, interprets collections, and offers educational opportunities. Founded in 1955, WHS celebrates its 70th anniversary this year. It maintains three properties: the Orange Johnson House, the Old Rectory (home to the Doll Museum, offices, Shop, and collections), and the Jeffers Mound. The WHS collects and maintains items directly tied to Worthington's history providing a repository for the community's collective history and materials; objects, photographs, archives, and first person accounts passed down through many mediums that together form a rich, multi-dimensional picture of the city's past. These collections are maintained for the community's benefit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,284,972$2,483,838▲ $198,866
Investments Other Securities$1,195,977$1,330,113▲ $134,136
Land, Buildings, and Equipment, Net$834,346$834,346→ $0
Savings and Temporary Cash Investments$228,735$292,767▲ $64,032
Cash and Non-Interest-Bearing Accounts$25,914$26,612▲ $698
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,284,972$2,483,838▲ $198,866
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,284,972$2,483,838▲ $198,866
Total Liabilities and Net Assets / Fund Balance$2,284,972$2,483,838▲ $198,866

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$313,400$0$313,400
Other Land Buildings$274,046$0$274,046
Land$246,900-$246,900
Equipment$0$0$0
Leasehold Improvements$0$0$0
Other Securities$1,330,113--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Katherine LaLondeExecutive DirectorPT$37,377$37,377

Board Members and Trustees

NameTitle
Frank ShepherdBoard President
Jutta PeguesPast President/Advisor
Barbara SaffellAt Large Board Member
John SnoufferAt Large Board Member
Karen ColemanAt Large Board Member
Lorraine RobinsonAt Large Board Member
Rosanne NagelAt Large Board Member
Susan WhitakerCurator
Charles WarnerParlimentarian
John MuellerTreasurer
Steffanie HaueisenVP Education
Revenue and Support

Revenue Composition

Contributions and Grants
$162,096
Program Service Revenue
$14,523
Investment Income
$3,593
Other Revenue
$0
All Other Contributions
$83,293
Change in Net Assets
$65,020

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,773
Salaries, Compensation, and Employee Benefits$57,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$40,728$0$40,728
Other Salaries and Wages$0$12,298$0$12,298
Office Expenses$0$10,623$0$10,623
Insurance-$9,716-$9,716
Payroll Taxes$0$4,393$0$4,393
Other Expenses$2,495$0$0$2,495
Advertising-$121$0$121
Total Functional Expenses$37,313$77,879$0$115,192
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraisr (Mailing)$23,592$23,592$0$23,592
Total Events$23,592$23,592$0$23,592
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The Executive Director is the daughter of Board of Trustees Member/Curator of the Worthington Historical Society

Form 990, Part VI, Section A, Line 6

The organization has members.

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

The Society has hundreds of dues-paying members including the Board of Trustees. Members vote annually on Board Members and Officers.

Form 990, Part VI, Section A, Line 8B

No committee has the authority to act on behalf of the Board of Trustees.

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

The 990 is presented to and reviewed by the entire Board of Trustees for board approval prior to submission

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

Any potential conflict of interest must be brought before the board in disclosure. The code of ethics policy is reviewed and signed annually.

Form 990, Part VI, Section B, Line 15

The Board of Trustees appoints a committee to review the job descriptions of the three employees (Executive Director and two staff assistants) and makes recommendations on any job duties and salaries. No fringe benefits are provided to the employees by the Society., The Board of Trustees considers the recommendations of the committee and makes its decisions, which are recorded in the meeting minutes. Compensation for each employee is discussed yearly.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Worthington Historical Society Inc
EIN
31-0726223
Phone
6148851247
Address
50 West New England Avenue, Worthington, OH 43085

Signing Officer

Name
Kate LaLonde
Title
Director
Phone
6148851247
Signed
2025-10-08

Organization Details

Principal Officer
Kate LaLonde
Formed
1963
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
175
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

For 2024 balance sheet, the bank account balance was reported $289 shorter than it was because it was taken from a reconciliation page in Quicken that reflected an expenditure not yet withdrawn from the checking account

Financial Statement Notes

Schedule D, Part III, Line 4

The Worthington Historical Society maintains collections and historical artifacts that are displayed at our museums at 50 West New England Avenue and the Orange Johnson House at 956 High Street in Worthington, Ohio. Collections are also displayed at the Worthington Public Library in temporary exhibits. Items illustrate life over time and how the community has developed and grown. Collections range largely from the 19th to 21st century, as well as items from Middle Woodland Indians (Hopewell culture) that relate to the people living here from 100 B.C. to 400 A.D. and associated with the Jeffers Mound, which the Society owns and maintains. The Society also maintains a substantial doll collection which illustrates the history of toys, fashion and play. Toys from varying times and places reflect a culture's values and societal norms, providing insight into history.

Schedule D, Part IV, Line 1A

Values for land, buildings and collections were obtained from the previous year form 990.

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IRS990/ActivityOrMissionDesc0The Worthington Historical Society (WHS) creates experiences that inspire and promote public interest in Worthington's history. To preserve the city's legacy for future generations, the Society maintains historic properties, interprets collections, and offers educational opportunities. Founded in 1955, WHS celebrates its 70th anniversary this year. It maintains three properties: the Orange Johnson House, the Old Rectory (home to the Doll Museum, offices, Shop, and collections), and the Jeffers Mound. The WHS collects and maintains items directly tied to Worthington's history providing a repository for the community's collective history and materials; objects, photographs, archives, and first person accounts passed down through many mediums that together form a rich, multi-dimensional picture of the city's past. These collections are maintained for the community's benefit.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5At Large Board Member
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IRS990/MissionDesc0The Worthington Historical Society (WHS) creates experiences that inspire and promote public interest in Worthington's history. To preserve the city's legacy for future generations, the Society maintains historic properties, interprets collections, and offers educational opportunities. Founded in 1955, WHS celebrates its 70th anniversary this year. It maintains three properties: the Orange Johnson House, the Old Rectory (home to the Doll Museum, offices, Shop, and collections), and the Jeffers Mound. The WHS collects and maintains items directly tied to Worthington's history providing a repository for the community's collective history and materials; objects, photographs, archives, and first person accounts passed down through many mediums that together form a rich, multi-dimensional picture of the city's past. These collections are maintained for the community's benefit.
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