Civic Intelligence

Dunham Tavern Museum & Gardens

990 • Fiscal year 2021 • EIN 34-6555993

Jun 01, 2020 to May 31, 2021 • Filed on Dec 17, 2021

6709 Euclid AveCleveland, OH 44103

(216) 431-1060

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.06x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$61,949

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

44th percentile

6.6%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

140%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,444,302

Up $214,025 (+6.6%) from 2020

Net Assets

Up

$3,401,974

Up $532,379 (+19%) from 2020

Liabilities

Down

$42,328

Down $318,354 (-88%) from 2020

Revenue

Up

$701,153

Up $409,537 (+140%) from 2020

Expenses

Up

$355,398

Up $196,197 (+123%) from 2020

Net Income

Up

$345,755

Up $213,340 (+161%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $2,956,402Liabilities 2013: $711,800Net Assets 2013: $2,244,6022013Assets 2016: $3,091,162Liabilities 2016: $536,256Net Assets 2016: $2,554,9062016Assets 2017: $3,137,980Liabilities 2017: $477,422Net Assets 2017: $2,660,5582017Assets 2018: $3,236,403Liabilities 2018: $424,983Net Assets 2018: $2,811,4202018Assets 2019: $3,106,894Liabilities 2019: $382,124Net Assets 2019: $2,724,7702019Assets 2020: $3,230,277Liabilities 2020: $360,682Net Assets 2020: $2,869,5952020Assets 2021: $3,444,302Liabilities 2021: $42,328Net Assets 2021: $3,401,9742021Assets 2022: $3,251,083Liabilities 2022: $17,348Net Assets 2022: $3,233,7352022Assets 2023: $3,552,745Liabilities 2023: $11,273Net Assets 2023: $3,541,4722023Assets 2024: $3,904,764Liabilities 2024: $3,078Net Assets 2024: $3,901,6862024

Highlighted filing

2021

Assets$3,444,302
Liabilities$42,328
Net Assets$3,401,974

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2013: $140,8382013Revenue 2016: $275,442Expenses 2016: $135,460Net Income 2016: $139,9822016Revenue 2017: $248,564Expenses 2017: $211,408Net Income 2017: $37,1562017Revenue 2018: $311,344Expenses 2018: $156,155Net Income 2018: $155,1892018Revenue 2019: $139,591Expenses 2019: $195,024Net Income 2019: -$55,4332019Revenue 2020: $291,616Expenses 2020: $159,201Net Income 2020: $132,4152020Revenue 2021: $701,153Expenses 2021: $355,398Net Income 2021: $345,7552021Revenue 2022: $91,284Expenses 2022: $166,475Net Income 2022: -$75,1912022Revenue 2023: $574,288Expenses 2023: $282,926Net Income 2023: $291,3622023Revenue 2024: $453,355Expenses 2024: $266,172Net Income 2024: $187,1832024

Highlighted filing

2021

Revenue$701,153
Expenses$355,398
Net Income$345,755
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Dec 17, 2021
Return Version
2020v4.0
Gross Receipts
$1,312,985
Mission and Program Overview

Mission

To preserve, develop, and share historic dunham tavern and its campus as an educational and cultural resource. We aspire for dunham tavern as an institution to provide an urban green space in midtown cleveland, and to return the tavern to its roots by serving as a place for urban history, education, nature, and community.

To preserve, develop and share historic dunham tavern and its campus as an educational and cultural resource. We aspire for dunham tavern as an institution to provide an urban green space in midtown cleveland, and to return the tavern to its roots by serving as a place for urban history, education, nature, and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,319,398$1,766,898▼ $552,500
Investments in Publicly Traded Securities$713,670$1,348,334▲ $634,664
Cash and Non-Interest-Bearing Accounts$100,904$261,660▲ $160,756
Pledges and Grants Receivable$88,775$60,830▼ $27,945
Savings and Temporary Cash Investments$5,500$5,500→ $0
Accounts Receivable$2,030$1,080▼ $950
Total Assets$3,230,277$3,444,302▲ $214,025
Liabilities
Mortgage Notes Payable Secured by Investment Property$342,742--
Accounts Payable and Accrued Expenses$240$37,313▲ $37,073
Other Liabilities$16,500--
Deferred Revenue$1,200$5,015▲ $3,815
Total Liabilities$360,682$42,328▼ $318,354
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,078,910$2,717,902▲ $638,992
Net Assets With Donor Restrictions$790,685$684,072▼ $106,613
Total Net Assets Fund Balance$2,869,595$3,401,974▲ $532,379
Total Liabilities and Net Assets / Fund Balance$3,230,277$3,444,302▲ $214,025

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$949,665--
Other Land Buildings$206,733--
Land$610,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$607,489$1,000--$608,489
2019$602,689$4,900--$607,489
2018$600,589$2,000--$602,689
2017$565,264$35,335--$600,589
2016$565,254---$565,254
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren HansgenExecutive DiFT$55,000$6,949$61,949

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Land StudioMaster Planning1939 WEST 25TH, Cleveland, OH 44113$153,901
Revenue and Support

Revenue Composition

Contributions and Grants
$351,431
Program Service Revenue
$1,550
Investment Income
$342,409
Other Revenue
$5,763
All Other Contributions
$302,339
Change in Net Assets
$345,755

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
Real Estate Other1$47,500Market Value
Total Noncash Contributions1$47,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$689,564
Revenue Not Reported on Financial Statements
$11,589
Revenue Not Reported on Form 990
$186,624
Total Revenue per Audited Statements
$876,188
Total Revenue per Form 990
$701,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,241
Salaries, Compensation, and Employee Benefits$66,157
Total Fundraising Expense$14,400
Professional Fundraising Fees$10,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$44,000$8,250$2,750$55,000
Occupancy$33,373$1,514-$34,887
Fees for Services Legal-$14,788-$14,788
Fees for Services Accounting-$13,041-$13,041
Office Expenses$10,096$1,893$631$12,620
Fees for Service Investment Mgmnt Fees-$11,589-$11,589
Fees for Services Professional Fundraising--$10,000$10,000
Interest$9,871--$9,871
Fees for Services Other$1,729$7,500-$9,229
Insurance$6,709$1,226-$7,935
Other Employee Benefits$5,560$1,042$347$6,949
Payroll Taxes$3,366$631$211$4,208
Information Technology$2,453--$2,453
Other Expenses$7,619$847$461$461
Total Functional Expenses$278,677$62,321$14,400$355,398

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$355,398
Expenses per Audited Statements$343,809
Total Expenses per Audited Statements$343,809
Expenses Not Reported on Financial Statements$11,589
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$10,000
Fundraising Direct Expenses$5,523
Fundraising Gross Income$5,523

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$21,665$5,523$2,518$3,005
Total Events$21,665$5,523$5,523-
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
Yes
Annual disclosure for covered persons
No
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
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

The form 990 is prepared by an independent cpa and reviewed by the board's treasurer. The form 990 is then submitted to the board of directors prior to electronic filing.

Form 990, Page 6, Part VI, Line 15A

The executive committee annually evaluates the performance of the executive director. Compensation is based on performance and compared to other area mission-comparable organizations of similar size.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request

Filing and Contact Details

Filer

Filer Name
Dunham Tavern Museum
EIN
34-6555993
Phone
2164311060
Address
6709 EUCLID AVE, CLEVELAND, OH 44103

Signing Officer

Name
Lauren Hansgen
Title
Executive Director
Phone
2164311060
Signed
2021-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Ellner
Formed
1935
Legal Domicile
Oh
Voting Board Members
21
Independent Board Members
21
Employees
1
Volunteers
25

Preparer

Firm
H & J Certified Public Accountants Inc
Address
7555 FREDLE DR STE 110, CONCORD, OH 44077
Preparer
Rolland B Standish
Phone
4409512997
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To preserve, develop and share historic dunham tavern and its campus as an educational and cultural resource. We aspire for dunham tavern as an institution to provide an urban green space in midtown cleveland, and to return the tavern to its roots by serving as a place for urban history, education, nature, and community.

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

Once a stagecoach stop on buffalo-cleveland-detroit post road, today dunham tavern museum is the oldest building still standing on its original site in the city of cleveland. The 1824 home of rufus and jane pratt dunham in midtown cleveland is a designated cleveland landmark listed on the national register of historic places. In stark contrast to the cityscape that surrounds it, the museum and its gardens offer a glimpse of history and insight into the lifestyles of early ohio settlers and travelers. Rufus and jane pratt dunham came to the western reserve in 1819. The young couple from massachusetts acquired 13.75 acres of land, which they began to farm. A log cabin served as their home until the north portion of the present structure was built in 1824. Later, the main block of the home seen today was added in front of the original wing and, as late as 1832, the west wing was built. Capitalizing on the home's position along a well- traveled stagecoach route, rufus dunham soon became a tavernkeeper as well as farmer. The dunham tavern became a social and political center facilitating parties, turkey shoots and meetings of the whig party. The dunham's sold the tavern in 1853, but it continued to serve as a tavern until 1857 when a banker bought it for his home. Amazingly, this residence stood through euclid avenue's rise and fall. Stagecoach stops to car dealerships, millionaire's row to urban renewal . . . Dunham tavern has remained. In the 1930s the tavern served as studio space for a group of wpa artists and printmakers. The society of collectors, organized in the early 1930s, became interested in the historic site and eventually took responsibility for the structure, opening it to the public in 1941. Dunham tavern is now a nonprofit museum supported by individual donations, grants, sponsorships and the generosity of the museum's members and visitors. Dunham tavern museum offers docent-led tours of the historic home and tavern, hosts school groups for field trips, and plans programs and special events throughout the year.

Form 990, Part XI, Line 9

Rent-related exp shown net on pg 8 952

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The museum's endowment fund consists of a donor-restricted endowment fund established to provide general operating support to the museum.

Schedule D, Page 3, Part X

The museum is exempt from federal income taxes under section 501(c)(3) of the internal revenue code as a charitable organization. Only unrelated business income is subject to federal income tax. The museum has no unrelated business income. Accordingly, no provision for income taxes has been recorded.

Schedule D, Page 4, Part XI, Line 2D

Rent-related exp shown net on pg 8 952

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IRS990/Desc0ONCE A STAGECOACH STOP ON BUFFALO-CLEVELAND-DETROIT POST ROAD, TODAY DUNHAM TAVERN MUSEUM IS THE OLDEST BUILDING STILL STANDING ON ITS ORIGINAL SITE IN THE CITY OF CLEVELAND. THE 1824 HOME OF RUFUS AND JANE PRATT DUNHAM IN MIDTOWN CLEVELAND IS A DESIGNATED CLEVELAND LANDMARK LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. IN STARK CONTRAST TO THE CITYSCAPE THAT SURROUNDS IT, THE MUSEUM AND ITS GARDENS OFFER A GLIMPSE OF HISTORY AND INSIGHT INTO THE LIFESTYLES OF EARLY OHIO SETTLERS AND TRAVELERS. RUFUS AND JANE PRATT DUNHAM CAME TO THE WESTERN RESERVE IN 1819. THE YOUNG COUPLE FROM MASSACHUSETTS ACQUIRED 13.75 ACRES OF LAND, WHICH THEY BEGAN TO FARM. A LOG CABIN SERVED AS THEIR HOME UNTIL THE NORTH PORTION OF THE PRESENT STRUCTURE WAS BUILT IN 1824. LATER, THE MAIN BLOCK OF THE HOME SEEN TODAY WAS ADDED IN FRONT OF THE ORIGINAL WING AND, AS LATE AS 1832, THE WEST WING WAS BUILT. CAPITALIZING ON THE HOME'S POSITION ALONG A WELL- TRAVELED STAGECOACH ROUTE, RUFUS DUNHAM SOON BECAME A TAVERNKEEPER AS WELL AS FARMER. THE DUNHAM TAVERN BECAME A SOCIAL AND POLITICAL CENTER FACILITATING PARTIES, TURKEY SHOOTS AND MEETINGS OF THE WHIG PARTY. THE DUNHAM'S SOLD THE TAVERN IN 1853, BUT IT CONTINUED TO SERVE AS A TAVERN UNTIL 1857 WHEN A BANKER BOUGHT IT FOR HIS HOME. AMAZINGLY, THIS RESIDENCE STOOD THROUGH EUCLID AVENUE'S RISE AND FALL. STAGECOACH STOPS TO CAR DEALERSHIPS, MILLIONAIRE'S ROW TO URBAN RENEWAL . . . DUNHAM TAVERN HAS REMAINED. IN THE 1930S THE TAVERN SERVED AS STUDIO SPACE FOR A GROUP OF WPA ARTISTS AND PRINTMAKERS. THE SOCIETY OF COLLECTORS, ORGANIZED IN THE EARLY 1930S, BECAME INTERESTED IN THE HISTORIC SITE AND EVENTUALLY TOOK RESPONSIBILITY FOR THE STRUCTURE, OPENING IT TO THE PUBLIC IN 1941. DUNHAM TAVERN IS NOW A NONPROFIT MUSEUM SUPPORTED BY INDIVIDUAL DONATIONS, GRANTS, SPONSORSHIPS AND THE GENEROSITY OF THE MUSEUM'S MEMBERS AND VISITORS. DUNHAM TAVERN MUSEUM OFFERS DOCENT-LED TOURS OF THE HISTORIC HOME AND TAVERN, HOSTS SCHOOL GROUPS FOR FIELD TRIPS, AND PLANS PROGRAMS AND SPECIAL EVENTS THROUGHOUT THE YEAR.
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