Civic Intelligence

Fairfield County Heritage Associati

EIN 31-6049796 • 501(c)3 • Lancaster, OH

Profile

The mission of fairfield heritage association is to: connect all people to the rich history of fairfield county, ohio preserve and promote an understanding of the history of fairfield county, ohio through events, research, education and publication. To create an environment of pride and appreciation for the varied accomplishments of the citizens of fairfield county, ohio, past and present. Also to encourage meaningful preservation of artifacts, structures and properties. Fcha is a 501(c)(3) tax exempt non for profit organization. Fcha owns and operates the sherman house and georgian museums.

105 East Wheeling StLancaster, OH 43130

www.fairfieldheritage.org

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.1%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

50th percentile

7.3%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,456,944

Up $147,937 (+6.4%) from 2023

Liabilities

Down

$7,534

Down $2,219 (-23%) from 2023

Net Assets

Up

$2,449,410

Up $150,156 (+6.5%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin63rd percentile

Revenue

Down

$311,054

Down $25,929 (-7.7%) from 2023

Expenses

Down

$275,230

Down $68,723 (-20%) from 2023

Net Income

Up

$35,824

Up $42,794 (+614%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,670,820Liabilities 2011: $2,389Net Assets 2011: $1,668,4312011Assets 2012: $1,758,087Liabilities 2012: $3,260Net Assets 2012: $1,754,8272012Assets 2013: $1,839,049Liabilities 2013: $6,663Net Assets 2013: $1,832,3862013Assets 2015: $1,383,896Liabilities 2015: $38,395Net Assets 2015: $1,345,5012015Assets 2016: $1,378,125Liabilities 2016: $31,981Net Assets 2016: $1,346,1442016Assets 2017: $1,500,413Liabilities 2017: $28,097Net Assets 2017: $1,472,3162017Assets 2018: $1,441,157Liabilities 2018: $30,735Net Assets 2018: $1,410,4222018Assets 2019: $1,614,570Liabilities 2019: $27,979Net Assets 2019: $1,586,5912019Assets 2020: $1,964,641Liabilities 2020: $28,243Net Assets 2020: $1,936,3982020Assets 2021: $2,147,650Liabilities 2021: $30,604Net Assets 2021: $2,117,0462021Assets 2022: $2,181,792Liabilities 2022: $31,892Net Assets 2022: $2,149,9002022Assets 2023: $2,309,007Liabilities 2023: $9,753Net Assets 2023: $2,299,2542023Assets 2024: $2,456,944Liabilities 2024: $7,534Net Assets 2024: $2,449,4102024

Highlighted filing

2024

Assets$2,456,944
Liabilities$7,534
Net Assets$2,449,410
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $113,1632011Expenses 2012: $124,9732012Expenses 2013: $195,8292013Revenue 2015: $234,243Expenses 2015: $243,615Net Income 2015: -$9,3722015Revenue 2016: $285,929Expenses 2016: $304,296Net Income 2016: -$18,3672016Revenue 2017: $323,333Expenses 2017: $302,200Net Income 2017: $21,1332017Revenue 2018: $341,980Expenses 2018: $272,994Net Income 2018: $68,9862018Revenue 2019: $317,838Expenses 2019: $261,753Net Income 2019: $56,0852019Revenue 2020: $496,265Expenses 2020: $223,648Net Income 2020: $272,6172020Revenue 2021: $317,726Expenses 2021: $254,362Net Income 2021: $63,3642021Revenue 2022: $270,254Expenses 2022: $345,649Net Income 2022: -$75,3952022Revenue 2023: $336,983Expenses 2023: $343,953Net Income 2023: -$6,9702023Revenue 2024: $311,054Expenses 2024: $275,230Net Income 2024: $35,8242024

Highlighted filing

2024

Revenue$311,054
Expenses$275,230
Net Income$35,824
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,456,944
Liabilities
$7,534
Net assets
$2,449,410
Revenue
$311,054
Expenses
$275,230
Net income
$35,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.01$2.45$0.31$0.28$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.01$2.30$0.34$0.34$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.03$2.15$0.27$0.35$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.03$2.12$0.32$0.25$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.03$1.94$0.50$0.22$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.03$1.59$0.32$0.26$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.03$1.41$0.34$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.03$1.47$0.32$0.30$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.03$1.35$0.29$0.30$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.04$1.35$0.23$0.24$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.01$1.83$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.75$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.0
Gross Receipts
$320,193
Mission and Program Overview

Mission

Our mission the mission of the fairfield heritage association is to: connect all people to the rich history of fairfield county, ohiopreserve and promote an understanding of the history of fairfield county, ohio through events, research, education and publication create an environment of pride and appreciation for the varied accomplishments of the citizens of fairfield county, ohio, past and present, encourage meaningful preservation of artifacts, structures and properties. Fcha is a 501(c)(3) tax exempt (not for profit) organization. Fcha owns and operates the sherman house and georgian museums.

The mission of fairfield heritage association is to: connect all people to the rich history of fairfield county, ohio preserve and promote an understanding of the history of fairfield county, ohio through events, research, education and publication. To create an environment of pride and appreciation for the varied accomplishments of the citizens of fairfield county, ohio, past and present. Also to encourage meaningful preservation of artifacts, structures and properties. Fcha is a 501(c)(3) tax exempt non for profit organization. Fcha owns and operates the sherman house and georgian museums.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,426,854$1,434,969▲ $8,115
Investments Other Securities$403,212$569,110▲ $165,898
Land, Buildings, and Equipment, Net$304,549$289,456▼ $15,093
Cash and Non-Interest-Bearing Accounts$159,484$144,604▼ $14,880
Inventories for Sale or Use$14,908$18,805▲ $3,897
Total Assets$2,309,007$2,456,944▲ $147,937
Liabilities
Accounts Payable and Accrued Expenses$9,753$7,534▼ $2,219
Total Liabilities$9,753$7,534▼ $2,219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,687,842$1,820,264▲ $132,422
Net Assets With Donor Restrictions$611,412$629,146▲ $17,734
Total Net Assets Fund Balance$2,299,254$2,449,410▲ $150,156
Total Liabilities and Net Assets / Fund Balance$2,309,007$2,456,944▲ $147,937

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$56,111$543,232$599,343
Equipment$169,965$398,934$568,899
Land$63,380-$63,380
Other Securities$569,110--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Wendy GregoryExecutive DiFT$54,990$54,990

Board Members and Trustees

NameTitle
Marc TaylorPresident
Ashley HughesDirector
Cheryl BashDirector
Cindy SmithDirector
Dee Ann LeitnakerDirector
Kara MendenhallDirector
Kim KozarDirector
Linda EverittDirector
Mark FriendDirector
Matt ClaypoolDirector
Ric LeichliterDirector
Tammy Messbarger-slicerDirector
Misty HarmonSecretary
Tina TaleyTreasurer
Candie AshtonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$169,736
Program Service Revenue
$47,941
Investment Income
$82,635
Other Revenue
$10,742
All Other Contributions
$125,708
Change in Net Assets
$35,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$311,054
Total Revenue per Audited Statements
$311,054
Total Revenue per Form 990
$311,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,042
Salaries, Compensation, and Employee Benefits$117,188
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$54,990--$54,990
Other Salaries and Wages$52,741--$52,741
Depreciation Depletion$26,793--$26,793
Insurance$20,407--$20,407
Office Expenses$18,731--$18,731
Occupancy$18,344--$18,344
Payroll Taxes$9,457--$9,457
Fees for Service Investment Mgmnt Fees$8,766--$8,766
Fees for Services Accounting$6,785--$6,785
All Other Expenses$4,051$1,038-$5,089
Advertising$3,978--$3,978
Conferences and Meetings$2,419--$2,419
Other Expenses$2,849$2,063-$2,063
Information Technology$1,641--$1,641
Payment Travel Entrtnmnt Publicly Ofcl$389--$389
Payments to Affiliates$355--$355
Total Functional Expenses$268,182$7,048$0$275,230

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$275,230
Total Expenses per Audited Statements$275,230
Total Expenses per Form 990$275,230
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“During a regular board meeting a copy of form 990 is presented and available for the officers and board to review prior to being submitted to the irs.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Fairfield County Heritage
EIN
31-6049796
Phone
7406549923
Address
105 EAST WHEELING ST, LANCASTER, OH 43130

Signing Officer

Name
Wendy Gregory
Title
Executive Director
Phone
7406549923
Signed
2025-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Gregory
Formed
1962
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
95

Preparer

Firm
Jc & Company
Address
125 W MULBERRY ST, LANCASTER, OH 43130-3014
Preparer
Brian D Long CPA
Phone
7406539581
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of fairfield heritage association is to: connect all people to the rich history of fairfield county, ohio preserve and promote an understanding of the history of fairfield county, ohio through events, research, education and publication. To create an environment of pride and appreciation for the varied accomplishments of the citizens of fairfield county, ohio, past and present. Also to encourage meaningful preservation of artifacts, structures and properties. Fcha is a 501(c)(3) tax exempt non for profit organization. Fcha owns and operates the sherman house and georgian museums.”

Form 990, Page 2, Part III, Line 4A

“Operation of the sherman house museum and the georgian museum. Afternoon teas served with silver and linen in the elegant 1832 georgian museum. History walk through cemeteries, neighborhoods and business areas. Re-enactors in authentic costumes portray the citizens from the past. Candlelight tour of historic churches decorated for the holidays - held every december in downtown lancaster. Coronet award program recognizes property owners throughout the county. For renovation, restoration, preservation, areas of beautification, and new buildings each year. Intriguing programs presenting information on subjects of interest including antiques, the civil war, vintage weddings, fairfield county veterans, canals, and much more. William t. Sherman memorial civil war round table promotes interest in the amercan civil war and the rich history surrounding it. The civil war roundtable members meet to study all aspects of the cival war. Annual tour of homes”

Raw XML AppendixShowing 400 of 463 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
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IRS990/MissionDesc0THE MISSION OF FAIRFIELD HERITAGE ASSOCIATION IS TO: CONNECT ALL PEOPLE TO THE RICH HISTORY OF FAIRFIELD COUNTY, OHIO PRESERVE AND PROMOTE AN UNDERSTANDING OF THE HISTORY OF FAIRFIELD COUNTY, OHIO THROUGH EVENTS, RESEARCH, EDUCATION AND PUBLICATION. TO CREATE AN ENVIRONMENT OF PRIDE AND APPRECIATION FOR THE VARIED ACCOMPLISHMENTS OF THE CITIZENS OF FAIRFIELD COUNTY, OHIO, PAST AND PRESENT. ALSO TO ENCOURAGE MEANINGFUL PRESERVATION OF ARTIFACTS, STRUCTURES AND PROPERTIES. FCHA IS A 501(C)(3) TAX EXEMPT NON FOR PROFIT ORGANIZATION. FCHA OWNS AND OPERATES THE SHERMAN HOUSE AND GEORGIAN MUSEUMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF FAIRFIELD HERITAGE ASSOCIATION IS TO: CONNECT ALL PEOPLE TO THE RICH HISTORY OF FAIRFIELD COUNTY, OHIO PRESERVE AND PROMOTE AN UNDERSTANDING OF THE HISTORY OF FAIRFIELD COUNTY, OHIO THROUGH EVENTS, RESEARCH, EDUCATION AND PUBLICATION. TO CREATE AN ENVIRONMENT OF PRIDE AND APPRECIATION FOR THE VARIED ACCOMPLISHMENTS OF THE CITIZENS OF FAIRFIELD COUNTY, OHIO, PAST AND PRESENT. ALSO TO ENCOURAGE MEANINGFUL PRESERVATION OF ARTIFACTS, STRUCTURES AND PROPERTIES. FCHA IS A 501(C)(3) TAX EXEMPT NON FOR PROFIT ORGANIZATION. FCHA OWNS AND OPERATES THE SHERMAN HOUSE AND GEORGIAN MUSEUMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATION OF THE SHERMAN HOUSE MUSEUM AND THE GEORGIAN MUSEUM. AFTERNOON TEAS SERVED WITH SILVER AND LINEN IN THE ELEGANT 1832 GEORGIAN MUSEUM. HISTORY WALK THROUGH CEMETERIES, NEIGHBORHOODS AND BUSINESS AREAS. RE-ENACTORS IN AUTHENTIC COSTUMES PORTRAY THE CITIZENS FROM THE PAST. CANDLELIGHT TOUR OF HISTORIC CHURCHES DECORATED FOR THE HOLIDAYS - HELD EVERY DECEMBER IN DOWNTOWN LANCASTER. CORONET AWARD PROGRAM RECOGNIZES PROPERTY OWNERS THROUGHOUT THE COUNTY. FOR RENOVATION, RESTORATION, PRESERVATION, AREAS OF BEAUTIFICATION, AND NEW BUILDINGS EACH YEAR. INTRIGUING PROGRAMS PRESENTING INFORMATION ON SUBJECTS OF INTEREST INCLUDING ANTIQUES, THE CIVIL WAR, VINTAGE WEDDINGS, FAIRFIELD COUNTY VETERANS, CANALS, AND MUCH MORE. WILLIAM T. SHERMAN MEMORIAL CIVIL WAR ROUND TABLE PROMOTES INTEREST IN THE AMERCAN CIVIL WAR AND THE RICH HISTORY SURROUNDING IT. THE CIVIL WAR ROUNDTABLE MEMBERS MEET TO STUDY ALL ASPECTS OF THE CIVAL WAR. ANNUAL TOUR OF HOMES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING A REGULAR BOARD MEETING A COPY OF FORM 990 IS PRESENTED AND AVAILABLE FOR THE OFFICERS AND BOARD TO REVIEW PRIOR TO BEING SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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