Civic Intelligence

Fort Recovery Historical Society

EIN 34-6549197 • 501(c)3 • Fort Recovery, OH

Profile

To promote community history

P O Box 533Fort Recovery, OH 45846

n/A

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

36th percentile

-1.7%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

40th percentile

-0.4%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

101%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$867,969

Down $3,430 (-0.4%) from 2024

Liabilities

Up

$479

Up $78 (+19%) from 2024

Net Assets

Down

$867,490

Down $3,508 (-0.4%) from 2024

Operations
Liabilities / Revenue39th percentileNet Margin36th percentile

Revenue

Up

$202,775

Up $101,749 (+101%) from 2024

Expenses

Up

$206,283

Up $132,752 (+181%) from 2024

Net Income

Down

-$3,508

Down $31,003 (-113%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$1.0M$500K$0Assets 2012: $428,393Liabilities 2012: $418Net Assets 2012: $427,9752012Assets 2013: $427,755Net Assets 2013: $427,7552013Assets 2014: $424,972Net Assets 2014: $424,9722014Assets 2015: $477,786Net Assets 2015: $477,7862015Assets 2016: $583,797Liabilities 2016: $0Net Assets 2016: $583,7972016Assets 2017: $640,945Liabilities 2017: $0Net Assets 2017: $640,9452017Assets 2018: $555,527Liabilities 2018: $0Net Assets 2018: $555,5272018Assets 2019: $569,771Liabilities 2019: $117Net Assets 2019: $569,6542019Assets 2020: $593,952Liabilities 2020: $159Net Assets 2020: $593,7932020Assets 2021: $797,341Liabilities 2021: $0Net Assets 2021: $797,3412021Assets 2022: $777,167Liabilities 2022: $120Net Assets 2022: $777,0472022Assets 2023: $843,633Liabilities 2023: $130Net Assets 2023: $843,5032023Assets 2024: $871,399Liabilities 2024: $401Net Assets 2024: $870,9982024Assets 2025: $867,969Liabilities 2025: $479Net Assets 2025: $867,4902025

Highlighted filing

2025

Assets$867,969
Liabilities$479
Net Assets$867,490
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$200K$0-$200KRevenue 2012: $81,062Expenses 2012: $64,584Net Income 2012: $16,4782012Revenue 2013: $79,142Expenses 2013: $79,362Net Income 2013: -$2202013Revenue 2014: $95,807Expenses 2014: $98,590Net Income 2014: -$2,7832014Revenue 2015: $123,464Expenses 2015: $70,652Net Income 2015: $52,8122015Revenue 2016: $266,669Expenses 2016: $160,658Net Income 2016: $106,0112016Revenue 2017: $320,007Expenses 2017: $262,859Net Income 2017: $57,1482017Revenue 2018: $123,890Expenses 2018: $209,308Net Income 2018: -$85,4182018Revenue 2019: $164,887Expenses 2019: $150,760Net Income 2019: $14,1272019Revenue 2020: $106,815Expenses 2020: $82,676Net Income 2020: $24,1392020Revenue 2021: $293,693Expenses 2021: $90,145Net Income 2021: $203,5482021Revenue 2022: $90,401Expenses 2022: $110,695Net Income 2022: -$20,2942022Revenue 2023: $125,314Expenses 2023: $58,858Net Income 2023: $66,4562023Revenue 2024: $101,026Expenses 2024: $73,531Net Income 2024: $27,4952024Revenue 2025: $202,775Expenses 2025: $206,283Net Income 2025: -$3,5082025

Highlighted filing

2025

Revenue$202,775
Expenses$206,283
Net Income-$3,508
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$867,969
Liabilities
$479
Net assets
$867,490
Revenue
$202,775
Expenses
$206,283
Net income
-$3,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.67$2.03$2.06$0.04
2024Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$1.01$0.74$0.27
2023Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$1.25$0.59$0.66
2022Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.90$1.11$0.20
2021Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$2.94$0.90$2.04
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$1.07$0.83$0.24
2019Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$1.65$1.51$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$1.24$2.09$0.85
2017Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$3.20$2.63$0.57
2016Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$2.67$1.61$1.06
2015Detailed filing. Detailed filing data is available for this year.$4.78$4.78$1.23$0.71$0.53
2014Detailed filing. Detailed filing data is available for this year.$4.25$4.25$0.96$0.99$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$4.28$0.79$0.79$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.00$4.28$0.81$0.65$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
May 20, 2025
Return Version
2024v5.0
Gross Receipts
$203,134
Mission and Program Overview

Mission

To promote community history

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$870,998$867,490▼ $3,508
Savings and Temporary Cash Investments$419,595$368,114▼ $51,481
Land, Buildings, and Equipment, Net$340,302$336,737▼ $3,565
Cash and Non-Interest-Bearing Accounts$111,502$163,118▲ $51,616
Total Assets$871,399$867,969▼ $3,430
Liabilities
Accounts Payable and Accrued Expenses$401$479▲ $78
Total Liabilities$401$479▲ $78
Net Assets / Fund Balance
Total Net Assets Fund Balance$870,998$867,490▼ $3,508
Total Liabilities and Net Assets / Fund Balance$871,399$867,969▼ $3,430

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$304,648--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Kim RammelPresident
Kathy ThobeSecretary
Joanne GlentzerTreasurer
Helen LefevreVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$126,766
Program Service Revenue
$10,128
Investment Income
$15,049
Other Revenue
$50,832
All Other Contributions
$91,766
Change in Net Assets
$-3,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$189,606
Salaries, Compensation, and Employee Benefits$16,677
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$29,456-$29,456
Other Expenses$65,000$16,231-$16,231
Other Salaries and Wages-$14,868-$14,868
Depreciation Depletion-$3,565-$3,565
Fees for Services Accounting-$2,379-$2,379
Payroll Taxes-$1,809-$1,809
Advertising$705--$705
All Other Expenses-$456-$456
Office Expenses$321--$321
Insurance-$236-$236
Total Functional Expenses$66,026$140,257$0$206,283
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,531
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$46,531$46,531-$46,531
Total Events$46,531$46,531-$46,531
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

“Officers will review before filing with irs”

Form 990, Page 6, Part VI, Line 12C

“Review and enforce policy at each meeting”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Fort Recovery Historical Society
EIN
34-6549197
Phone
4193754624
Address
P O BOX 533, FORT RECOVERY, OH 45846

Signing Officer

Name
Joanne Glentzer
Title
Treasurer
Phone
4198526233
Signed
2025-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Glentzer
Voting Board Members
21
Independent Board Members
0
Employees
3
Volunteers
30

Preparer

Firm
Muhlenkamp & Associates LLC
Address
215 NORTH MAIN STREET, CELINA, OH 45822-1601
Preparer
Heather Cox CPA
Phone
4195866405
Supplemental Narrative

Additional Explanations

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

“To promote community history”

Raw XML Appendix339 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046531
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046531
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE COMMUNITY HISTORY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS WILL REVIEW BEFORE FILING WITH IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW AND ENFORCE POLICY AT EACH MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0871399
IRS990/TotalAssetsEOYAmt0867969
IRS990/TotalAssetsGrp/BOYAmt0871399
IRS990/TotalAssetsGrp/EOYAmt0867969
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0126766
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0140257
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066026
IRS990/TotalFunctionalExpensesGrp/TotalAmt0206283
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0401
IRS990/TotalLiabilitiesEOYAmt0479
IRS990/TotalLiabilitiesGrp/BOYAmt0401
IRS990/TotalLiabilitiesGrp/EOYAmt0479
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0870998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0867490
IRS990/TotalProgramServiceExpensesAmt066026
IRS990/TotalProgramServiceRevenueAmt010128
IRS990/TotalRevenueGrp/ExclusionAmt015049
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0202775
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0871399
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0867969
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 533
IRS990/USAddress/CityNm0FT RECOVERY
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045846
IRS990/VotingMembersGoverningBodyCnt021
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE GLENTZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04198526233
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORT RECOVERY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0346549197
ReturnHeader/Filer/PhoneNum04193754624
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 533
ReturnHeader/Filer/USAddress/CityNm0FORT RECOVERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045846
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263953823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MUHLENKAMP & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CELINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0458221601
ReturnHeader/PreparerPersonGrp/PhoneNum04195866405
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER COX CPA
ReturnHeader/ReturnTs02025-05-22T11:57:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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