Civic Intelligence

Henry County Historical Society

EIN 34-1380912 • 501(c)3 • Napoleon, OH

Profile

The organization collects, preserves and exhibits relics and artifacts and historical sites which illustrate and promote the history of henry county and ohio.

PO Box 443Napoleon, OH 43545

www.henrycountyhistory.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

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

Liabilities / Revenue

19th percentile

0.00x

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

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

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

45th percentile

2.3%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,052,958

Up $41,259 (+4.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,052,958

Up $41,259 (+4.1%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin94th percentile

Revenue

Up

$61,040

Up $14,907 (+32%) from 2024

Expenses

Up

$19,781

Up $8,202 (+71%) from 2024

Net Income

Up

$41,259

Up $6,705 (+19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $907,159Liabilities 2015: $0Net Assets 2015: $907,1592015Assets 2016: $917,096Liabilities 2016: $0Net Assets 2016: $917,0962016Assets 2017: $920,947Liabilities 2017: $0Net Assets 2017: $920,9472017Assets 2018: $933,249Liabilities 2018: $0Net Assets 2018: $933,2492018Assets 2019: $942,251Liabilities 2019: $0Net Assets 2019: $942,2512019Assets 2020: $941,762Liabilities 2020: $0Net Assets 2020: $941,7622020Assets 2021: $1,011,571Liabilities 2021: $0Net Assets 2021: $1,011,5712021Assets 2022: $983,434Liabilities 2022: $0Net Assets 2022: $983,4342022Assets 2023: $977,145Liabilities 2023: $0Net Assets 2023: $977,1452023Assets 2024: $1,011,699Liabilities 2024: $0Net Assets 2024: $1,011,6992024Assets 2025: $1,052,958Liabilities 2025: $0Net Assets 2025: $1,052,9582025

Highlighted filing

2025

Assets$1,052,958
Liabilities$0
Net Assets$1,052,958
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$100K$0-$100KRevenue 2015: $197,432Expenses 2015: $13,266Net Income 2015: $184,1662015Revenue 2016: $23,965Expenses 2016: $14,028Net Income 2016: $9,9372016Revenue 2017: $19,778Expenses 2017: $15,927Net Income 2017: $3,8512017Revenue 2018: $36,534Expenses 2018: $38,107Net Income 2018: -$1,5732018Revenue 2019: $29,287Expenses 2019: $20,285Net Income 2019: $9,0022019Revenue 2020: $14,784Expenses 2020: $15,275Net Income 2020: -$4912020Revenue 2021: $82,825Expenses 2021: $13,016Net Income 2021: $69,8092021Revenue 2022: $20,418Expenses 2022: $48,555Net Income 2022: -$28,1372022Revenue 2023: $11,778Expenses 2023: $18,067Net Income 2023: -$6,2892023Revenue 2024: $46,133Expenses 2024: $11,579Net Income 2024: $34,5542024Revenue 2025: $61,040Expenses 2025: $19,781Net Income 2025: $41,2592025

Highlighted filing

2025

Revenue$61,040
Expenses$19,781
Net Income$41,259
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,052,958
Liabilities
$0
Net assets
$1,052,958
Revenue
$61,040
Expenses
$19,781
Net income
$41,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.02$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.01$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.05$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.08$0.01$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.20$0.01$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$62,859
Mission and Program Overview

Mission

The organization collects, preserves and exhibits relics and artifacts and historical sites which illustrate and promote the history of henry county and ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,011,699$1,052,958▲ $41,259
Land, Buildings, and Equipment, Net$550,847$550,847→ $0
Investments in Publicly Traded Securities$396,309$420,300▲ $23,991
Savings and Temporary Cash Investments$59,345$78,842▲ $19,497
Cash and Non-Interest-Bearing Accounts$5,198$2,969▼ $2,229
Total Assets$1,011,699$1,052,958▲ $41,259
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,011,699$1,052,958▲ $41,259
Total Liabilities and Net Assets / Fund Balance$1,011,699$1,052,958▲ $41,259

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$550,847-$550,847
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brian TilsePresident
David GillilandVice President
Amy BainsTrustee
Katie MeyersTrustee
Laura LauseTrustee
Mary WescheTrustee
Peggy JohnsonTrustee
Rose WiemkenTrustee
Sandy SchlosserTrustee
Sharon FellersTrustee
Sue BockelmanSecretarytreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,421
Program Service Revenue
$0
Investment Income
$27,041
Other Revenue
$3,578
All Other Contributions
$23,166
Change in Net Assets
$41,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,781
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$4,530--$4,530
Insurance$3,243--$3,243
Other Expenses$1,840--$1,840
Fees for Services Accounting-$650-$650
Office Expenses-$313-$313
Advertising$34--$34
Total Functional Expenses$18,818$963$0$19,781
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,317
Fundraising Direct Expenses$1,819
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The members elect the members of the governing body”

Member election for additional members Part VI line 7A

“There are over 150 voting members in the organizsation who vote on all issues regarding the organization.”

Governing body decisions Part VI line 7B

“The members approve signigicant decisions of the governing body”

Form 990 governing body review Part VI line 11

“A copy of the 990 is available upon request. No review was or will be conducted.”

Governing documents etc available to public Part VI line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Henry County Historical Society
EIN
34-1380912
In Care Of
% SUE BOCKELMAN
Phone
4195928006
Address
PO BOX 443, NAPOLEON, OH 43545

Signing Officer

Name
Sue Bockelman
Title
Trustee
Phone
4195928006
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Bockelman
Formed
1970
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Klein Tax Service
Address
PO BOX 142, MALINTA, OH 43535
Preparer
Michael C Klein Ea
Phone
4199661512
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE OVER 150 VOTING MEMBERS IN THE ORGANIZSATION WHO VOTE ON ALL ISSUES REGARDING THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS APPROVE SIGNIGICANT DECISIONS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE 990 IS AVAILABLE UPON REQUEST. NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY COUNTY HISTORICAL SOCIETY
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLEIN TAX SERVICE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MALINTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043535
ReturnHeader/PreparerPersonGrp/PhoneNum04199661512
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL C KLEIN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-04T13:29:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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