Civic Intelligence

Franklin County Historical Society DBA Cosi Columbus

EIN 31-4383802 • 501(c)3 • Columbus, OH

Profile

Advance public understanding of science, technology, energy, environment, health, industry & history

Refreshing map…

333 West Broad StreetColumbus, OH 43215-2738

www.cosi.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.21x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.22x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

22nd percentile

-5.3%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$550,234

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

8th percentile

-11%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-7.2%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$26,771,755

Down $3,393,279 (-11%) from 2023

Liabilities

Down

$5,499,435

Down $2,583,302 (-32%) from 2023

Net Assets

Down

$21,272,320

Down $809,977 (-3.7%) from 2023

Revenue

Down

$25,440,171

Down $1,963,272 (-7.2%) from 2023

Expenses

Down

$26,794,368

Down $85,015 (-0.3%) from 2023

Net Income

Down

-$1,354,197

Down $1,878,257 (-358%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $18,629,780Liabilities 2010: $4,569,383Net Assets 2010: $14,060,3972010Assets 2011: $19,708,152Liabilities 2011: $4,529,183Net Assets 2011: $15,178,9692011Assets 2012: $20,712,653Liabilities 2012: $4,213,071Net Assets 2012: $16,499,5822012Assets 2013: $21,854,155Liabilities 2013: $4,510,775Net Assets 2013: $17,343,3802013Assets 2014: $20,981,253Liabilities 2014: $4,280,004Net Assets 2014: $16,701,2492014Assets 2015: $20,494,622Liabilities 2015: $4,056,073Net Assets 2015: $16,438,5492015Assets 2016: $19,366,750Liabilities 2016: $4,368,548Net Assets 2016: $14,998,2022016Assets 2017: $21,225,538Liabilities 2017: $4,025,705Net Assets 2017: $17,199,8332017Assets 2018: $22,169,322Liabilities 2018: $3,877,355Net Assets 2018: $18,291,9672018Assets 2019: $20,055,552Liabilities 2019: $4,453,544Net Assets 2019: $15,602,0082019Assets 2020: $18,744,629Liabilities 2020: $5,645,780Net Assets 2020: $13,098,8492020Assets 2021: $23,539,656Liabilities 2021: $3,952,709Net Assets 2021: $19,586,9472021Assets 2022: $29,479,644Liabilities 2022: $8,225,153Net Assets 2022: $21,254,4912022Assets 2023: $30,165,034Liabilities 2023: $8,082,737Net Assets 2023: $22,082,2972023Assets 2024: $26,771,755Liabilities 2024: $5,499,435Net Assets 2024: $21,272,3202024

Highlighted filing

2024

Assets$26,771,755
Liabilities$5,499,435
Net Assets$21,272,320

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $15,593,6072010Expenses 2011: $15,105,0382011Expenses 2012: $16,470,9782012Expenses 2013: $18,582,5292013Revenue 2014: $16,940,713Expenses 2014: $17,698,088Net Income 2014: -$757,3752014Revenue 2015: $17,649,814Expenses 2015: $17,920,549Net Income 2015: -$270,7352015Revenue 2016: $17,437,480Expenses 2016: $18,869,478Net Income 2016: -$1,431,9982016Revenue 2017: $20,046,925Expenses 2017: $17,916,053Net Income 2017: $2,130,8722017Revenue 2018: $20,416,717Expenses 2018: $19,337,284Net Income 2018: $1,079,4332018Revenue 2019: $20,553,295Expenses 2019: $21,961,172Net Income 2019: -$1,407,8772019Revenue 2020: $15,067,947Expenses 2020: $17,683,199Net Income 2020: -$2,615,2522020Revenue 2021: $19,471,266Expenses 2021: $13,326,698Net Income 2021: $6,144,5682021Revenue 2022: $26,226,471Expenses 2022: $24,422,926Net Income 2022: $1,803,5452022Revenue 2023: $27,403,443Expenses 2023: $26,879,383Net Income 2023: $524,0602023Revenue 2024: $25,440,171Expenses 2024: $26,794,368Net Income 2024: -$1,354,1972024

Highlighted filing

2024

Revenue$25,440,171
Expenses$26,794,368
Net Income-$1,354,197

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.8$5.50$21.3$25.4$26.8$1.35
2023Detailed filing. Detailed filing data is available for this year.$30.2$8.08$22.1$27.4$26.9$0.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$8.23$21.3$26.2$24.4$1.80
2021Detailed filing. Detailed filing data is available for this year.$23.5$3.95$19.6$19.5$13.3$6.14
2020Detailed filing. Detailed filing data is available for this year.$18.7$5.65$13.1$15.1$17.7$2.62
2019Detailed filing. Detailed filing data is available for this year.$20.1$4.45$15.6$20.6$22.0$1.41
2018Detailed filing. Detailed filing data is available for this year.$22.2$3.88$18.3$20.4$19.3$1.08
2017Detailed filing. Detailed filing data is available for this year.$21.2$4.03$17.2$20.0$17.9$2.13
2016Detailed filing. Detailed filing data is available for this year.$19.4$4.37$15.0$17.4$18.9$1.43
2015Detailed filing. Detailed filing data is available for this year.$20.5$4.06$16.4$17.6$17.9$0.27
2014Detailed filing. Detailed filing data is available for this year.$21.0$4.28$16.7$16.9$17.7$0.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$4.51$17.3$18.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$4.21$16.5$16.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$4.53$15.2$15.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$4.57$14.1$15.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$25,554,296
Mission and Program Overview

Mission

Advance public understanding of science, technology, energy, environment, health, industry & history

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,128,739$9,951,742▲ $1,823,003
Savings and Temporary Cash Investments$11,451,845$8,068,681▼ $3,383,164
Prepaid Expenses and Deferred Charges$1,409,893$1,761,421▲ $351,528
Accounts Receivable$2,057,279$797,523▼ $1,259,756
Inventories for Sale or Use$8,814$16,416▲ $7,602
Total Assets$30,165,034$26,771,755▼ $3,393,279
Other Assets Total$7,108,464$6,175,972▼ $932,492
Liabilities
Accounts Payable and Accrued Expenses$6,817,042$3,962,097▼ $2,854,945
Deferred Revenue$1,213,525$1,507,317▲ $293,792
Mortgage Notes Payable Secured by Investment Property$23,034$15,163▼ $7,871
Other Liabilities$29,136$14,858▼ $14,278
Total Liabilities$8,082,737$5,499,435▼ $2,583,302
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,620,808$17,972,190▼ $648,618
Net Assets With Donor Restrictions$3,461,489$3,300,130▼ $161,359
Total Net Assets Fund Balance$22,082,297$21,272,320▼ $809,977
Total Liabilities and Net Assets / Fund Balance$30,165,034$26,771,755▼ $3,393,279

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,736,824$35,000,733$36,737,557
Leasehold Improvements$7,073,174$4,741,473$11,814,647
Equipment$1,134,368$9,375,335$10,509,703
Buildings$7,376$9,294,022$9,301,398
Other Assets Org$2,733,254--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,910,082$1,969,050▲ $552,904$2,331,703$4,092,349
2022$3,924,480$2,444,069▲ $251,582$2,702,681$3,910,082
2021$3,916,585$1,941,322▼ $397,694$1,527,171$3,924,480
2020$3,649,899$2,686,859▲ $418,927$2,830,946$3,916,585
2019$3,383,923$1,313,851▲ $245,118$1,285,421$3,649,899
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frederic M BertleyPresident & CEOFT$484,142$66,092$550,234
Abigail R PoklarChief of StaffFT$163,143$52,448$215,591
Joshua a SarverChief Experience OfficerFT$159,565$46,243$205,808
Amanda L McveyChief Financial OfficerFT$167,147$37,739$204,886
Stephen M WhiteChief Strategy OfficerFT$183,604$10,342$193,946
Emily Alonso-taubVice President of PhilanthropyFT$150,620$32,664$183,284
Andrew L AicheleVice President of EducationFT$113,934$4,877$118,811
Chad ThompsonChief Operating OfficerFT$95,137$2,744$97,881

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Robin Enterprises CoDistribution Center111 N OTTERBEIN AVE, Westerville, OH 43081$1,580,179
Direct MechanicalMaintenancePO BOX 704, London, OH 43140$1,119,908
American Museum Of Natural HisExhibit Licenses79TH STREET CENTRAL PARK WEST, New York, NY 10024$939,270
Experimental Media Group LLC (emg)Exhibit Rental/license/royalties3045 KINGSTON COURT STE 1, Peachtree Corners, GA 30071$671,952
Revenue and Support

Revenue Composition

Contributions and Grants
$8,698,549
Program Service Revenue
$15,399,354
Investment Income
$424,983
Other Revenue
$917,285
All Other Contributions
$2,318,942
Change in Net Assets
$-1,354,197

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table5$50,250Fair Market Value (FMV)
Total Noncash Contributions5$50,250-

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,440,171
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$657,624
Total Revenue per Audited Statements
$26,097,795
Total Revenue per Form 990
$25,440,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$14,478,452
Other Expenses$12,315,916
Total Fundraising Expense$1,913,668
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,472,008$1,903,531$1,142,119$9,517,658
Other Expenses$4,529,093$172,370$1,811$4,703,274
Other Employee Benefits$1,652,882$486,142$291,685$2,430,709
Advertising$1,694,968$402,555$21,187$2,118,710
Current Officers, Directors, Trustees, and Key Employees$1,203,901$354,089$212,453$1,770,443
Depreciation Depletion$1,369,974$342,494-$1,712,468
Occupancy$949,604$222,747-$1,172,351
Fees for Services Other$735,860$349,925$13,459$1,099,244
Payroll Taxes$516,557$151,928$91,157$759,642
Travel$328,692$107,768$102,380$538,840
Office Expenses$286,747$61,705$14,519$362,971
Insurance-$153,767-$153,767
Fees for Services Legal$104,182--$104,182
Fees for Services Management$92,225--$92,225
Conferences and Meetings$51,482$17,160$9,360$78,002
Information Technology$17,101$40,615$13,538$71,254
Royalties$55,549--$55,549
Fees for Services Accounting$50,213--$50,213
Interest$2,866--$2,866
Total Functional Expenses$20,113,904$4,766,796$1,913,668$26,794,368

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$26,907,772
Expenses per Audited Statements$26,794,368
Total Expenses per Form 990$26,794,368
Expenses Not Reported on Form 990$113,404
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$200,743
Fundraising Direct Expenses$113,406
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blast$315,173$145,184$67,050$78,134
John Glenn Inspiration Award$254,945$55,559$46,356$9,203
Total Events$570,118$200,743$113,406$87,337
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long-term Lease Payable$13,365
457 Plan Investment$1,493
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 B, Line 11B

The form 990 is prepared by an outside public accounting firm. A copy of the form 990 is then reviewed by the finance/audit committee and is presented to the board members electronically prior to filing.

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

Each trustee signs a conflict of interest disclosure statement annually. Any conlficts of interest are disclosed and addressed at this time.

Form 990, Part VI, Section B, Line 15

An analysis of other organizations' form 990 and a compensation survey are completed to determine the chief executive officer's compensation package. An independent committee analyzes the information and the board approves the appropriate compensation level. The compensation committee also reviews compensation of other officers using form 990 and other survey data. The organization documents all decisions of the board regarding compensation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Franklin County Historical Society
EIN
31-4383802
Phone
6142282674
Address
333 WEST BROAD STREET, COLUMBUS, OH 43215-2738

Signing Officer

Name
Amanda Mcvey
Title
VP of Administration & Finance
Phone
6142282674
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Mcvey
Formed
1948
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
194
Volunteers
199

Preparer

Firm
Rea & Associates Inc
Address
5400 FRANTZ RD SUITE 200, DUBLIN, OH 43016
Preparer
Andrea Hostetler CPA
Phone
6148898725
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Cosi's vision and mission: to engage, inspire, and transform lives and communities by being the best partner in science, technology, and industry learning. Cosi's mission in action: -preparing today's children for success in school through early childhood education; -supporting family learning, where some of the most meaningful lessons occur; and -working with schools to prepare children for a knowledge-based economy: one that focuses on science, technology, engineering and math.

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

Quality educational experiences: the organization offered a variety of quality educational experiences for 760,914 guests. These quality educational experiences included cosi exhibits and a variety of programs, including the following: workshops, school field trips, access for economically disadvantaged people, and other events. Early childhood education-children are natural born scientists, exploring and experimenting before they walk or talk. Designed by early childhood education experts, cosi's little kidspace encourages this curiosity, nutures imagination, and promotes learning through hands-on play. Preschool workshops use children's literature to explore familiar topics such as flight and space. Family learning-from the depths of the ocean to the farthest reaches of space, families can play and explore their way through seven permanent exhibit areas. Cosi's exhibits provide a guided tour to family fun with interesting experiments, hands-on activities, and talking points along the way. In addition, family science quests offer a new way to explore cosi by focusing on specific topics like forensics and physics along with our family workshops. Science education transformation-designed to enhance the classroom experience, cosi's educational programs provide exciting learning adventures creatively disguised as fun. Cosi's education programs showcase activities that help the community learn and grow.

FORM 990, PART XI, LINE 2C:

The organization has an audit committee that assumes responsibility for oversight of the audit of the financial statements and selection of the independent accountant. The process by which the audit committee oversees the audit and selects the independent accountant has not changed from the previous year.

Financial Statement Notes

PART V, LINE 4:

The organization maintains permanently and temporarily restricted net asset funds, including the following funds: ofcc capital reserve, the cosi science festival, the platform program, the community access fund, the cosi connects program, the color of science program, and the qed with dr. B program. The ofcc capital reserve fund includes amounts restricted for the capital projects on buildings as part of the state contract. Cosi science festival funds are to support the creation of the four day science festival events and annual science celebration. Platform funds are designated for a program that engages students year-round specifically in the hilltop and franklinton area to expose them to science, technology, engineering, arts, and math (stem) career paths. Community access funds include admission to cosi and other educational programs within and outside of cosi for low income guests. Cosi connects funds are designated to help bridge the digital divide, promote digital literacy, and address critical science education needs simultaneously. The color of science program funds are used to highlight the amazing contributions to stem made by underrepresented groups. Qed with dr. B funds support the primetime tv science show that spotlights cutting-edge science topics in a relateable, digestible way.

PART X, LINE 2:

Fin 48 footnote: 501(c)(3) as a public charity. Therefore, the organization has no liability for federal income tax on exempt activities. The organization may be subjected to tax on unrelated business income. For the years ended september 30, 2024 and 2023, the organization had no net unrelated business income. Generally accepted accounting principles require the organization to evaluate the level of uncertainty related to whether tax positions taken will be sustained upon examination. Any positions taken that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying statements of financial position along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Management believes that none of the tax positions taken would materially impact the financial statements and no such liabilities have been recorded.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses netted with revenues on 990 113,404.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses netted with revenues on 990 113,404.

Raw XML AppendixShowing 400 of 845 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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