Shelby County Historical Society
- Assets
- $1.9m
- Revenue
- $824.8k
- Investments
- $0.0
- Employees
- 3
- Location
- Sidney, OH
- Founding
- 10/1980
- Data as of
- 12/2021
- EIN
- 34-1317780
Organization Overview
Shelby County Historical Society is located in Sidney, OH. The organization was established in 1980. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Shelby County Historical Society employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shelby County Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Shelby County Historical Society generated $824.8k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 13.5% each year . All expenses for the organization totaled $216.6k during the year ending 12/2021. While expenses have increased by 5.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ACTIVELY ENGAGE AND EDUCATE OUR COMMUNITY, TO PRESERVE AND PROMOTE LOCAL HISTORY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATIONS TO HOUSE, DISPLAY AND PRESERVE LOCAL HISTORICAL ARTICLES. TO CONDUCT PROGRAMS AND SPECIAL EVENTS REGARDING LOCAL HISTORY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Matilda Phlipot Director | Trustee | 40 | $41,690 |
Julie Gilardi President | Officer | 4 | $0 |
Faye Spangler Vice President | Officer | 4 | $0 |
Dave Russell Treasurer | Officer | 4 | $0 |
David Potts Vice President | Officer | 2 | $0 |
Roger Lentz Secretary | Officer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $23,678 |
| Fundraising events | $3,110 |
| Related organizations | $0 |
| Government grants | $182,337 |
| All other contributions, gifts, grants, and similar amounts not included above | $583,930 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $793,055 |
| Total Program Service Revenue | $8,629 |
| Investment income | $23,138 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $824,822 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $46,821 |
| Compensation of current officers, directors, key employees. | $7,023 |
| Compensation to disqualified persons | $52,180 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $2,970 |
| Other employee benefits | $2,000 |
| Payroll taxes | $7,121 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $600 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,768 |
| Fees for services: Other | $700 |
| Advertising and promotion | $741 |
| Office expenses | $8,354 |
| Information technology | $600 |
| Royalties | $0 |
| Occupancy | $33,870 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $4,462 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $20,189 |
| Insurance | $2,850 |
| All other expenses | $1,995 |
| Total functional expenses | $216,638 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $440,234 |
| Savings and temporary cash investments | $277,663 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $20 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $20,543 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $933,299 |
| Investments—publicly traded securities | $156,867 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $82,699 |
| Total assets | $1,911,325 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $191,704 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $4,463 |
| Total liabilities | $196,167 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $1,715,158 |
| Total liabilities and net assets/fund balances | $1,911,325 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Shelby County Historical Society has recieved totaling $229,364.
| Awarding Organization | Amount |
|---|---|
The Community Foundation Of Shelby County Sidney, OH PURPOSE: HISTORY PROGRAMS | $194,320 |
Schwab Charitable Fund San Francisco, CA PURPOSE: ARTS, CULTURE & HUMANITIES | $25,000 |
Feth Family Foundation Akron, OH PURPOSE: ANNUAL PROGRAM SUPPORT | $10,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $44 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Heritage Mark Foundation East Lansing, MI | $12,066,077 | $372,589 |
Detroit Historical Society Detroit, MI | $8,852,742 | $2,440,000 |
Historical Society Of Pennsylvania Philadelphia, PA | $29,519,223 | $5,864,620 |
Ohio Historical Society Foundation Columbus, OH | $22,693,832 | $2,410,812 |
Bucks County Historical Society Mercer Museum Doylestown, PA | $25,757,784 | $3,151,386 |
Carriage Town Ministries Flint, MI | $8,458,686 | $3,709,862 |
Lancasterhistory Org Lancaster, PA | $21,295,803 | $1,939,476 |
Historic Hoosier Hills R C & D Inc Versailles, IN | $314,933 | $2,266,391 |
Partners For Sacred Places Inc Philadelphia, PA | $5,285,974 | $2,628,300 |
Ohio & Erie Canalway Coalition Akron, OH | $9,640,021 | $4,067,863 |
Language Conservancy Bloomington, IN | $1,366,684 | $2,095,112 |
The Flagship Niagara League Erie, PA | $891,920 | $1,486,616 |