Civic Intelligence

Bedford Historical Society

EIN 34-6559023 • 501(c)3 • Bedford, OH

Pub. 78 Eligible

Profile

preservation and restoration of historic buildings, maintain museum of historic artifacts, archiving historic local documents, public education regarding local history

PO Box 46282Bedford, OH 44146

bedfordohiohistory.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

1.03x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

4th percentile

-82%

Higher net margin than 4% 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

44th percentile

1.9%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

31st percentile

-2.2%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,095,854

Up $15,723 (+1.5%) from 2023

Liabilities

Down

$76,799

Down $3,490 (-4.3%) from 2023

Net Assets

Up

$1,019,055

Up $19,213 (+1.9%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin4th percentile

Revenue

Down

$74,818

Down $20,017 (-21%) from 2023

Expenses

Down

$136,524

Down $4,629 (-3.3%) from 2023

Net Income

Down

-$61,706

Down $15,388 (-33%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $1,171,505Liabilities 2020: $72,900Net Assets 2020: $1,098,6052020Assets 2021: $1,257,707Liabilities 2021: $78,664Net Assets 2021: $1,179,0432021Assets 2022: $1,056,050Liabilities 2022: $81,804Net Assets 2022: $974,2462022Assets 2023: $1,080,131Liabilities 2023: $80,289Net Assets 2023: $999,8422023Assets 2024: $1,095,854Liabilities 2024: $76,799Net Assets 2024: $1,019,0552024

Highlighted filing

2024

Assets$1,095,854
Liabilities$76,799
Net Assets$1,019,055
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$200K$100K$0-$100KRevenue 2020: $171,208Expenses 2020: $98,800Net Income 2020: $72,4082020Revenue 2021: $141,039Expenses 2021: $149,152Net Income 2021: -$8,1132021Revenue 2022: $78,234Expenses 2022: $171,994Net Income 2022: -$93,7602022Revenue 2023: $94,835Expenses 2023: $141,153Net Income 2023: -$46,3182023Revenue 2024: $74,818Expenses 2024: $136,524Net Income 2024: -$61,7062024

Highlighted filing

2024

Revenue$74,818
Expenses$136,524
Net Income-$61,706
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,095,854
Liabilities
$76,799
Net assets
$1,019,055
Revenue
$74,818
Expenses
$136,524
Net income
-$61,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.08$1.02$0.07$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.08$1.00$0.09$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.08$0.97$0.08$0.17$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.08$1.18$0.14$0.15$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.07$1.10$0.17$0.10$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.0
Gross Receipts
$74,818
Mission and Program Overview

Mission

preservation and restoration of historic buildings, maintain museum of historic artifacts, archiving historic local documents, public education regarding local history

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$428,624$428,624→ $0
Cash and Non-Interest-Bearing Accounts$62,987$34,546▼ $28,441
Inventories for Sale or Use$5,000$5,000→ $0
Total Assets$1,080,131$1,095,854▲ $15,723
Other Assets Total$583,520$627,684▲ $44,164
Liabilities
Mortgage Notes Payable Secured by Investment Property$72,900$69,481▼ $3,419
Other Liabilities$5,187$6,704▲ $1,517
Accounts Payable and Accrued Expenses$2,202$614▼ $1,588
Total Liabilities$80,289$76,799▼ $3,490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$858,168$884,585▲ $26,417
Net Assets With Donor Restrictions$141,674$134,470▼ $7,204
Total Net Assets Fund Balance$999,842$1,019,055▲ $19,213
Total Liabilities and Net Assets / Fund Balance$1,080,131$1,095,854▲ $15,723

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$428,624$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Other Assets Org$627,684--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$583,520$1,550▲ $87,072$35,010$627,684
2023$561,542$0▲ $81,341$49,936$583,520
2022$711,675$6,605▼ $102,051$45,702$561,542
2021$642,618$14,907▲ $87,122$24,400$711,675
2020$493,563$101,451▲ $86,956$30,928$642,618
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Betsy Leeexecutive directorFT$12,000$12,000

Board Members and Trustees

NameTitle
Sandy SpinksPres, Trustee
Terry BlairTreasurer, trustee
Brian Michelbrinktrustee
Christine Pocektrustee
Jacqueline Wardtrustee
James Wagnertrustee
Jeanne Sapirtrustee
Jim Hardingtrustee
Marilyn Berrytrustee
Mary Davistrustee
Paggie Malocktrustee
Patrick Barhamtrustee
Steve Salvitrustee
Vic Fluhartytrustee
Richard BackoVice Pres, trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$54,486
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$20,331
All Other Contributions
$31,043
Change in Net Assets
$-61,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,118
Salaries, Compensation, and Employee Benefits$25,406
Total Fundraising Expense$1,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$72,256$511$256$73,023
Insurance$13,055$404-$13,459
Comp Disqual Persons$11,798$1,072$536$13,406
Current Officers, Directors, Trustees, and Key Employees$10,528$992$480$12,000
Fees for Services Accounting$0$9,919$0$9,919
Office Expenses$3,640$418$125$4,183
Other Expenses$2,414$268$0$2,682
Interest$0$1,938-$1,938
Advertising$684$0$0$684
Information Technology$417$9$4$430
All Other Expenses$260$0$0$260
Total Functional Expenses$119,592$15,531$1,401$136,524
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
strawberry festival, reverse raffle, etc.$34,788$34,788$13,095$21,693
Total Events$34,788$34,788$13,095$21,693
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
accrued liabilities$6,304
deferred revenue$400
accrued interest$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members”

Form 990, Part VI, Section A, Line 7A

“The membership annually elects a Board of Trustees, who govern the organization. The Board then elects officers to run the daily operations.”

Form 990, Part VI, Section B, Line 11B

“The return is presented to the Treasurer before filing. The Board gets a copy for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents, tax returns, etc., are available upon request; the documents are at the Museum (open at posted hours). The tax return is also available on the IRS website.”

Filing and Contact Details

Filer

Filer Name
Bedford Historical Society
EIN
34-6559023
Phone
4402320796
Address
PO Box 46282, Bedford, OH 44146

Signing Officer

Name
Sandra Spinks
Title
president
Phone
4402320796
Signed
2025-08-19

Organization Details

Principal Officer
Sandy Spinks
Formed
1961
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
11
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Income from the Endowment funds are used for the general operation of the organization; income from restricted funds are used for designated purposes.”

Raw XML AppendixShowing 400 of 691 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/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt074818
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt015225
IRS990/GrossSalesOfInventoryAmt05106
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09
IRS990/InformationTechnologyGrp/ProgramServicesAmt0417
IRS990/InformationTechnologyGrp/TotalAmt0430
IRS990/InsuranceGrp/ManagementAndGeneralAmt0404
IRS990/InsuranceGrp/ProgramServicesAmt013055
IRS990/InsuranceGrp/TotalAmt013459
IRS990/InterestGrp/ManagementAndGeneralAmt01938
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt01938
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05000
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0428624
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0428624
IRS990/LandBldgEquipCostOrOtherBssAmt0428624
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01750
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0preservation and restoration of historic buildings, maintain museum of historic artifacts, archiving historic local documents, public education regarding local history
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt072900
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt069481
IRS990/NetAssetsOrFundBalancesBOYAmt0999842
IRS990/NetAssetsOrFundBalancesEOYAmt01019055
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05106
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt05106
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt015225
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt015225
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt077626
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0858168
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0884585
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0256
IRS990/OccupancyGrp/ManagementAndGeneralAmt0511
IRS990/OccupancyGrp/ProgramServicesAmt072256
IRS990/OccupancyGrp/TotalAmt073023
IRS990/OfficeExpensesGrp/FundraisingAmt0125
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0418
IRS990/OfficeExpensesGrp/ProgramServicesAmt03640
IRS990/OfficeExpensesGrp/TotalAmt04183
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0583520
IRS990/OtherAssetsTotalGrp/EOYAmt0627684
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc2COSTS OF GOODS SOLD
IRS990/OtherExpensesGrp/Desc3COMMUNICATION
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3268
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt12265
IRS990/OtherExpensesGrp/ProgramServicesAmt22275
IRS990/OtherExpensesGrp/ProgramServicesAmt32414
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt12265
IRS990/OtherExpensesGrp/TotalAmt22275
IRS990/OtherExpensesGrp/TotalAmt32682
IRS990/OtherLiabilitiesGrp/BOYAmt05187
IRS990/OtherLiabilitiesGrp/EOYAmt06704
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDY SPINKS
IRS990/PriorPeriodAdjustmentsAmt03293
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0lines 5 & 6 - Essential personnel, director
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022326
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0lines 23 - insurance for all historical buildings
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013055
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Professional services, communication and publications, technology & website, educational programs, general office costs, and miscellaneous expenses.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt011955
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

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