Civic Intelligence

Warren County Historical Society

990 • Fiscal year 2014 • EIN 31-6055607

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profilewww.harmonmuseumohio.org

Refreshing map…

105 South BroadwayLebanon, OH 45036

(513) 932-1817

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$39,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

21st percentile

-4.5%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-2.5%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$2,537,954

Down $119,845 (-4.5%) from 2013

Net Assets

Down

$2,534,870

Down $119,907 (-4.5%) from 2013

Liabilities

Up

$3,084

Up $62 (+2.1%) from 2013

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin8th percentile

Revenue

Down

$283,634

Down $7,327 (-2.5%) from 2013

Expenses

Down

$390,356

Down $9,431 (-2.4%) from 2013

Net Income

Up

-$106,722

Up $2,104 (+1.9%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,752,928Liabilities 2010: $5,294Net Assets 2010: $2,747,6342010Assets 2011: $2,733,954Liabilities 2011: $3,161Net Assets 2011: $2,730,7932011Assets 2013: $2,657,799Liabilities 2013: $3,022Net Assets 2013: $2,654,7772013Assets 2014: $2,537,954Liabilities 2014: $3,084Net Assets 2014: $2,534,8702014Assets 2015: $2,417,781Liabilities 2015: $5,777Net Assets 2015: $2,412,0042015Assets 2016: $2,348,000Liabilities 2016: $5,808Net Assets 2016: $2,342,1922016Assets 2017: $2,357,303Liabilities 2017: $9,715Net Assets 2017: $2,347,5882017Assets 2018: $2,813,173Liabilities 2018: $266,079Net Assets 2018: $2,547,0942018Assets 2022: $2,748,598Liabilities 2022: $387,808Net Assets 2022: $2,360,7902022Assets 2024: $2,483,546Liabilities 2024: $7,290Net Assets 2024: $2,476,2562024

Highlighted filing

2014

Assets$2,537,954
Liabilities$3,084
Net Assets$2,534,870
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $265,5452010Expenses 2011: $353,6812011Revenue 2013: $290,961Expenses 2013: $399,787Net Income 2013: -$108,8262013Revenue 2014: $283,634Expenses 2014: $390,356Net Income 2014: -$106,7222014Revenue 2015: $346,508Expenses 2015: $353,782Net Income 2015: -$7,2742015Revenue 2016: $288,211Expenses 2016: $393,175Net Income 2016: -$104,9642016Revenue 2017: $343,115Expenses 2017: $394,501Net Income 2017: -$51,3862017Revenue 2018: $531,788Expenses 2018: $398,660Net Income 2018: $133,1282018Revenue 2022: $292,122Expenses 2022: $413,132Net Income 2022: -$121,0102022Revenue 2024: $651,880Expenses 2024: $410,205Net Income 2024: $241,6752024

Highlighted filing

2014

Revenue$283,634
Expenses$390,356
Net Income-$106,722
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$297,722
Mission and Program Overview

Mission

To Preserve Historical Artifacts Particulary From the Warren County Ohio Area

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,759,858$1,703,386▼ $56,472
Investments in Publicly Traded Securities$797,101$798,934▲ $1,833
Cash and Non-Interest-Bearing Accounts$40,799$17,363▼ $23,436
Savings and Temporary Cash Investments$56,406$14,475▼ $41,931
Inventories for Sale or Use$3,575$3,575→ $0
Prepaid Expenses and Deferred Charges$60$221▲ $161
Total Assets$2,657,799$2,537,954▼ $119,845
Liabilities
Other Liabilities$3,022$3,084▲ $62
Total Liabilities$3,022$3,084▲ $62
Net Assets / Fund Balance
Unrestricted Net Assets$2,654,777$2,534,870▼ $119,907
Total Net Assets Fund Balance$2,654,777$2,534,870▼ $119,907
Total Liabilities and Net Assets / Fund Balance$2,657,799$2,537,954▼ $119,845

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,480,832$1,339,225$2,820,057
Land$205,030-$205,030
Equipment$17,524$79,278$96,802

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$691,314$930▲ $115,454-$798,934
2013$669,830$695▲ $28,757-$691,314
2012$607,068$1,050▲ $69,417-$669,830
2011$609,554$581▲ $3,537-$607,068
2010$609,328-▲ $2,958-$609,554
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Victoria VanHarlingenExecutive DirectorFT$39,000$39,000

Board Members and Trustees

NameTitle
J William DuningPresident
F James Norris IIVice President
Bill KilimnickTrustee
Denny MeansTrustee
Jake JonesTrustee
Joe YurasekTrustee
Patrick AllenTrustee
Peter BerningerTrustee
Marilyn CarterMembership Secretary
Liz MorrisSecretary
Monika GregoryTreasurer
James BlissTreasurer Part year - Resigne
Revenue and Support

Revenue Composition

Contributions and Grants
$87,198
Program Service Revenue
$105,837
Investment Income
$68,607
Other Revenue
$21,992
All Other Contributions
$19,521
Change in Net Assets
$-106,722

Noncash Contribution Practices

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

Major Expense Lines

Line ItemAmount
Other Expenses$279,588
Salaries, Compensation, and Employee Benefits$110,768
Total Fundraising Expense$24,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,928--$62,928
Depreciation Depletion$55,320$168$984$56,472
Current Officers, Directors, Trustees, and Key Employees$15,081$2,335$22,334$39,750
Occupancy$38,788--$38,788
Advertising$19,802--$19,802
Office Expenses$10,246--$10,246
All Other Expenses$9,911--$9,911
Insurance$7,909$1,894-$9,803
Fees for Service Investment Mgmnt Fees-$8,764-$8,764
Payroll Taxes$6,708$205$1,177$8,090
Other Expenses$7,528--$7,528
Information Technology$6,509--$6,509
Fees for Services Accounting-$850-$850
Travel$49--$49
Total Functional Expenses$351,645$14,216$24,495$390,356
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jim BlissTreasurer Part IV 28 cV P of Investment Mngmnt FundNo-
Jim Norris SrFather of board membEmployee PayrollNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Utilities$3,084
Payroll tax Liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The tax return was reviewed by the officer signing the return prior to filing.”

CEO executive director top management comp Part VI line 15A

“The organization formed a compensation committee in 2008. The committee reviewed the salary structure for executive directors with other non-profit organizations of similar size.”

Governing documents etc available to public Part VI line 19

“The Organization will provide copies of its organizational documents or tax returns to any person upon written request.”

Statement of Revenue Part VIII

“A Zero amount was reported on Form 990, Part VIII, line 1g, because the museum did not cpitalize its collections, as allowed under SFAS 116(ASC 958-360-25)”

Filing and Contact Details

Filer

Filer Name
Warren County Historical Society
EIN
31-6055607
Address
105 South Broadway, Lebanon, OH 45036

Signing Officer

Name
Stephen L Kaiser
Title
CPA
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J William Duning
Formed
1944
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
7
Volunteers
40

Preparer

Firm
Stephen L Kaiser CPA and Co
Address
48 W Mulberry St, Lebanon, OH 45036
Preparer
Stephen L Kaiser CPA
Phone
5139329943
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IRS990/OtherExpensesGrp/Desc1Seminars Programs Displays
IRS990/OtherExpensesGrp/Desc2Cleaning and building maint
IRS990/OtherExpensesGrp/Desc3Exhibit collections upkeep
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IRS990/OtherExpensesGrp/ProgramServicesAmt189430
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IRS990/OtherRevenueTotalAmt010634
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IRS990/PayrollTaxesGrp/FundraisingAmt01177
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0205
IRS990/PayrollTaxesGrp/ProgramServicesAmt06708
IRS990/PayrollTaxesGrp/TotalAmt08090
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IRS990/PrincipalOfficerNm0J William Duning
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IRS990/ProgramServiceRevenueGrp/Desc0Antique Shows
IRS990/ProgramServiceRevenueGrp/Desc1Quilt Show
IRS990/ProgramServiceRevenueGrp/Desc2Admissions
IRS990/ProgramServiceRevenueGrp/Desc3Seminars and events
IRS990/ProgramServiceRevenueGrp/Desc4Arts and Craft Show
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024674
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121703
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt335931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4921
IRS990/ProgSrvcAccomActy2Grp/Desc0The Historical Society hosts two antique shows per year to display and educate about historic craftsmanship. Costs include rent, advertising, security and labor
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019144
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt024674
IRS990/ProgSrvcAccomActy3Grp/Desc0The Historical Society hosts a Quilt Show each year to display and educate about historic craftsmanship. Costs include rent, advertising, security and labor.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011441
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt020919
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Lunch and Learn. Short educational seminars with lunc provided.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1The Museum hosts an Arts and Craft show and exibit each year to display and educate about historic craftsmanship. Costs include rent, advertising, security and labor.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2History Camp. A childrens camp designed to educate how the pioneers and sttlers would have lived.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3Farm and Flea Markets. Old time markets where citizens of the community can gather and trade wares and goods.
IRS990/ProgSrvcAccomActyOtherGrp/Desc4Ghost Tours. Tours of reputedly haunted local buildings of distinct archetecture in the area under the guide of a historian entertainer.
IRS990/ProgSrvcAccomActyOtherGrp/Desc5Tea Parties. Period tea parties, demonstrating culture of settlers and pioneers.
IRS990/ProgSrvcAccomActyOtherGrp/Desc6Cemetary Tour. An educational tour of the local cemetaries, with individuals dressed up as famous deceased pioneers and founders of the area presenting a history of the individuals past life and accomplishments while standing next to their place of burial.
IRS990/ProgSrvcAccomActyOtherGrp/Desc7Gigerbread House Contest. Contestants bake and build old fashion Gingerbread houses, with awards for diferent age groups and historic references.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06973
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt12295
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt21784
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt3390
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt4243
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt5199
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt6115
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08279
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1781
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt22460
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt33548
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt41248
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt5370
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt61350
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt7604
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IRS990/PYTotalRevenueAmt0290961
IRS990/ReconcilationRevenueExpnssAmt0-106722
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IRS990/RentalIncomeOrLossGrp/RealAmt08046
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt049805
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0105837
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0107181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0108466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0115682
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112644
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt049805
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IRS990ScheduleA/InvestmentIncomeCYPct00.12000
IRS990ScheduleA/InvestmentIncomePYPct00.07000
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt061057
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt017684
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09218
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0124434
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,537,954
Liabilities
$3,084
Net assets
$2,534,870
Revenue
$283,634
Expenses
$390,356
Net income
-$106,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.01$2.48$0.65$0.41$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.39$2.36$0.29$0.41$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.27$2.55$0.53$0.40$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.01$2.35$0.34$0.39$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.01$2.34$0.29$0.39$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.41$0.35$0.35$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.53$0.28$0.39$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.65$0.29$0.40$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.00$2.73$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.01$2.75$0.27