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Nonprofit · EIN 34-0714724

WESTERN RESERVE HISTORICAL SOCIETY

Tax-exempt · CLEVELAND, OH 44106

Financials

$6.9M$6.7M2022$6.3M$7.2M2023$7.5M$7.7M2024
Revenue Expenses · by fiscal year end
Financials of WESTERN RESERVE HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,549,789$7,658,327-$108,538$50,940,466$2,084,130$48,856,336
June 30, 2024990$6,274,904$7,152,212-$877,308$55,524,642$11,356,734$44,167,908
June 30, 2023990$6,941,689$6,710,171$231,518$43,254,122$1,310,621$41,943,501
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,506,556
of which government grants
$1,247,516
Program service revenue
$1,425,677
Investment income
$1,188,501
Royalties
$3,754
Net rental income
$283,026
Net gain from sales of assets
$352,982
Other revenue
$429,055

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$378,250
Other salaries and wages
$2,714,304
Salaries, compensation and benefits (total)
$3,783,689
Professional fundraising fees
$0
Legal fees
$23,223
Accounting fees
$28,710
Occupancy
$933,521
Depreciation
$1,277,756
Program services (functional)
$6,252,224
Management and general (functional)
$981,730
Fundraising (functional)
$424,373

Balance sheet and other

Total assets, start of year
$55,524,642
Total assets, end of year
$50,940,466
Total liabilities, end of year
$2,084,130
Net assets, end of year
$48,856,336
Land, buildings and equipment
$18,881,069
Publicly traded securities
$19,154,285
Net assets without donor restrictions
$20,480,496
Net assets with donor restrictions
$28,375,840
Gross unrelated business income
$132,275
Gross receipts
$9,583,540
Employees
158
Year formed
1867
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KELLY FALCONE-HALLPRESIDENT &
Officer
35$214,578$28,322
HILARY FRANK BEATREZCFO
Officer
35$142,015$19,901
GLENN ANDERSON JRSR VP ADVANC
Highest-paid employee
35$127,570$15,941
GREGORY BEANDIRECTOR
Trustee or director
2$0$0
CYNTHIA G BRUMLVICE CHAIR
Trustee or director, Officer
2$0$0
KEVIN R CALLAHANDIRECTOR
Trustee or director
2$0$0
CAROLYN CHEVERINESECRETARY
Trustee or director, Officer
2$0$0
ANTHONY J CONSTANTINETREASURER
Trustee or director, Officer
2$0$0
DONALD DAILEYDIRECTOR
Trustee or director
2$0$0
C LEANN DAVISDIRECTOR
Trustee or director
2$0$0
EDITH HIRSCHDIRECTOR
Trustee or director
2$0$0
FELICIA WILLIAMS JOHNSONDIRECTOR
Trustee or director, Officer
2$0$0
PETER KELLEYDIRECTOR
Trustee or director, Officer
5$0$0
BETTY J KEMPERDIRECTOR
Trustee or director
2$0$0
BRETT KRANTZDIRECTOR
Trustee or director
2$0$0
8 more people on this return
NameTitleHours / weekCompensation
ALEX MACHASKEEDIRECTOR
Trustee or director
2$0
DEAN MUELLERDIRECTOR
Trustee or director
2$0
WENDY HOGE NAYLORDIRECTOR
Trustee or director
2$0
GARY M SMALLVICE CHAIR
Trustee or director, Officer
2$0
DAVID STAHLBOARD CHAIR
Trustee or director, Officer
5$0
DOUGLAS STEIDLVICE CHAIR
Trustee or director, Officer
2$0
LORI STOKESDIRECTOR
Trustee or director
2$0
JOHN W THOMPSONDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 24 people
NameTitleHours / weekCompensationOther / benefits
KELLY FALCONE-HALLPRESIDENT &
Officer
35$197,867$26,887
HILARY FRANK BEATREZCFO
Officer
35$133,865$20,600
GLENN ANDERSON JRSR VP ADVANC
Highest-paid employee
35$129,601$8,276
JASON KLEINPRESERVATION
Highest-paid employee
35$101,266$5,774
GREGORY BEANDIRECTOR
Trustee or director
2$0$0
CYNTHIA G BRUMLVICE CHAIR
Trustee or director, Officer
2$0$0
KEVIN R CALLAHANDIRECTOR
Trustee or director
2$0$0
CAROLYN CHEVERINESECRETARY
Trustee or director, Officer
2$0$0
ANTHONY J CONSTANTINETREASURER
Trustee or director, Officer
2$0$0
DONALD DAILEYDIRECTOR
Trustee or director
2$0$0
EDITH HIRSCHDIRECTOR
Trustee or director
2$0$0
THOMAS V H VAIL JRDIRECTOR
Trustee or director
2$0$0
PETER KELLEYBOARD CHAIR
Trustee or director, Officer
5$0$0
BETTY J KEMPERDIRECTOR
Trustee or director
2$0$0
J RODERICK MACDONALDDIRECTOR
Trustee or director
2$0$0
ALEX MACHASKEEDIRECTOR
Trustee or director
2$0$0
DEAN MUELLERDIRECTOR
Trustee or director
2$0$0
WENDY HOGE NAYLORDIRECTOR
Trustee or director
2$0$0
GARY M SMALLVICE CHAIR
Trustee or director, Officer
2$0$0
DAVID STAHLVICE CHAIR
Trustee or director, Officer
2$0$0
DOUGLAS STEIDLDIRECTOR
Trustee or director
2$0$0
LORI STOKESDIRECTOR
Trustee or director
2$0$0
JOHN W THOMPSONDIRECTOR
Trustee or director
2$0$0
FELICIA WILLIAMSDIRECTOR
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 24 people
NameTitleHours / weekCompensationOther / benefits
KELLY FALCONE-HALLPRESIDENT &
Officer
35$188,950$23,115
HILARY FRANK BEATREZCFO
Officer
35$109,419$26,753
GLENN ANDERSON JRSR VP ADVANC
Highest-paid employee
35$127,566$8,014
GREGORY BEANDIRECTOR
Trustee or director
2$0$0
CYNTHIA G BRUMLVICE CHAIR
Trustee or director, Officer
2$0$0
KEVIN R CALLAHANDIRECTOR
Trustee or director
2$0$0
CAROLYN CHEVERINESECRETARY
Trustee or director, Officer
2$0$0
ANTHONY J CONSTANTINETREASURER
Trustee or director, Officer
2$0$0
GINA HAMISTERDIRECTOR
Trustee or director
2$0$0
EDITH HIRSCHDIRECTOR
Trustee or director
2$0$0
ROBERT H JACKSONDIRECTOR
Trustee or director
2$0$0
THOMAS V H VAIL JRDIRECTOR
Trustee or director
2$0$0
PETER KELLEYBOARD CHAIR
Trustee or director, Officer
5$0$0
BETTY J KEMPERDIRECTOR
Trustee or director
2$0$0
J RODERICK MACDONALDDIRECTOR
Trustee or director
2$0$0
DEAN MUELLERDIRECTOR
Trustee or director
2$0$0
LEE POSEIDONDIRECTOR
Trustee or director
2$0$0
GARY M SMALLVICE CHAIR
Trustee or director, Officer
2$0$0
DAVID STAHLVICE CHAIR
Trustee or director, Officer
2$0$0
DOUGLAS STEIDLDIRECTOR
Trustee or director
2$0$0
LORI STOKESDIRECTOR
Trustee or director
2$0$0
JOHN W THOMPSONDIRECTOR
Trustee or director
2$0$0
MYRON T VERNISDIRECTOR
Trustee or director
2$0$0
FELICIA WILLIAMSDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
10825 EAST BLVD, CLEVELAND, OH 44106-1703
Principal officer (990 for 2024)
KELLY FALCONE-HALL, 10825 EAST BLVD, CLEVELAND, OH 44106
Signed the 990
KELLY FALCONE-HALL, PRESIDENT & CEO
Phone
(216) 721-5722
Website
WRHS.ORG

Mission

WESTERN RESERVE HISTORICAL SOCIETY PRESERVES AND USES ITS COLLECTIONS, HISTORIC SITES, AND MUSEUMS TO INSPIRE PEOPLE TO DISCOVER THE AMERICAN EXPERIENCE BY EXPLORING THE TANGIBLE HISTORY OF NORTHEAST OHIO.

990 for the year ended June 30, 2025

Program accomplishments

  • CLEVELAND HISTORY CENTER THE CLEVELAND HISTORY CENTER HOUSES THE HISTORY MUSEUM, RESEARCH LIBRARY/ARCHIVES & GENEALOGICAL CENTER, CRAWFORD AUTO AVIATION MUSEUM, KIDZIBITS FAMILY EDUCATION CENTER, AND THE INSTITUTION'S ADMINISTRATIVE OFFICES. THE CLEVELAND HISTORY CENTER INCLUDES TWO EARLY 20TH CENTURY MANSIONS, THE HAY MCKINNEY AND BINGHAM-HANNA MANSIONS, ALONG WITH GALLERIES THAT CONNECT THE HISTORIC MANSIONS. THE COLLECTIONS AND ARCHIVES ARE AMONG THE MOST EXTENSIVE OF ANY REGIONAL HISTORY CENTER IN THE UNITED STATES, A REFLECTION OF OVER 150 YEARS OF COLLECTING. WRHS WAS FOUNDED IN 1867 TO PRESERVE THE HISTORY OF THE CONNECTICUT WESTERN RESERVE, THE NAME FOR THE LAND ON THE WESTERN EDGE OF THE CONNECTICUT TERRITORY WHICH IS NOW NORTHEAST OHIO. TODAY, WRHS COLLECTS, PRESERVES, AND PRESENTS THE HISTORY OF NORTHEAST OHIO TO CONNECT WITH PEOPLE, INSPIRING THEM TO DISCOVER THEMSELVES, THEIR FAMILIES AND COMMUNITIES BY EXPLORING THE PAST AND IMAGINING THE FUTURE. THIS IS ACHIEVED THROUGH A COMBINATION OF EXHIBITS, PROGRAMS, AND EVENTS FOR ALL AGES AND INTERESTS. THE WRHS COLLECTIONS ARE VAST AND VARIED. THE LIBRARY/ARCHIVES HOLD MILLIONS OF ITEMS INCLUDING BOOKS, PHOTOGRAPHS, MANUSCRIPTS, AND DOCUMENTS, MAKING IT A PREMIER RESEARCH INSTITUTE FOR SCHOLARS, THE GENERAL PUBLIC, AND GENEALOGISTS. HIGHLIGHTS OF THE COLLECTION INCLUDE CIVIL WAR MATERIALS, VARIOUS ETHNIC AND COMMUNITY COLLECTIONS SUCH AS THOSE OF THE AFRICAN-AMERICAN, JEWISH, ITALIAN, AND IRISH HISTORIES OF THE REGION, AND EXTENSIVE BUSINESS, INDUSTRIAL, PHILANTHROPIC, ENTREPRENEURIAL, AND POLITICAL RECORDS. THE WRHS HISTORIC COSTUME AND TEXTILE COLLECTION IS ONE OF THE LARGEST IN THE UNITED STATES. THE INSTITUTION'S COLLECTIONS OF ITEMS RELATED TO THE SHAKER COMMUNITIES IS, IN FACT, THE LARGEST IN THE U.S. THE DECORATIVE ARTS COLLECTION INCLUDES ABOUT 3,500 ARTIFACTS OWNED BY EARLY RESIDENTS OF THE WESTERN RESERVE, AND APPROXIMATELY 800 PAINTINGS REFLECTING THE HISTORY OF THE REGION. THE CRAWFORD AUTO AVIATION MUSEUM CONTAINS MORE THAN 157 CARS, 10 AIRPLANES, AND NUMEROUS MOTORCYCLES, BICYCLES, AND OTHER AUTOMOTIVE-RELATED ITEMS. ALONG WITH THE LIBRARY'S AUTOMOTIVE MARQUE FILES, THE CRAWFORD COLLECTION TELLS THE STORY OF THE AUTOMOTIVE INDUSTRY, PARTICULARLY IN NORTHEAST OHIO. IN NOVEMBER, 2014, THE ICONIC EUCLID BEACH PARK GRAND CAROUSEL OPENED TO THE PUBLIC AFTER RESTORATION, HOUSED IN A SPECTACULAR GLASS PAVILION. THIS WAS MADE POSSIBLE THROUGH COLLABORATION BETWEEN WRHS, THE CLEVELAND EBPN CAROUSEL SOCIETY, AND EUCLID BEACH PARK NOW. THE CLEVELAND STARTS HERE EXHIBIT OPENED IN 2017 THAT TELLS THE STORY OF THE LAST 200 YEARS OF CLEVELAND AND WESTERN RESERVE HISTORY.
    Expenses $4,743,590
  • HALE FARM & VILLAGE HALE FARM & VILLAGE, IN SCENIC CUYAHOGA VALLEY SOUTH OF CLEVELAND, IS AN OUTDOOR LIVING HISTORY MUSEUM OF THE WESTERN RESERVE HISTORICAL SOCIETY. NINETEENTH CENTURY LIFE IS PRESENTED AT HALE TO ENGAGE, STIMULATE, AND CHALLENGE VISITORS TO SUSPEND THEIR DISBELIEF, STEP BACK IN TIME, AND USE THE LESSONS OF THE PAST TO MAKE INFORMED DECISIONS ABOUT THE PRESENT AND THE FUTURE. THE 90-ACRE SITE IS COMPRISED OF 32 HISTORIC, RESTORED 19TH CENTURY STRUCTURES; A MODERN VISITOR'S CENTER WITH GIFT SHOP AND CAF; SEVERAL GARDENS, HERITAGE LIVESTOCK BREEDS; AND THE EARLY AMERICAN CRAFT AND TRADE PROGRAM FEATURING GLASSBLOWING, BLACKSMITHING, POTTERY, CANDLE, BROOM AND BASKET MAKING; AND HEARTH AND WOODSTOVE COOKING. FOUR GENERATIONS OF THE HALE FAMILY USED THE LAND AND RESOURCES TO CARVE OUT A NICHE FOR THEMSELVES IN THE CUYAHOGA VALLEY. THE MUSEUM BUILDS ITS PROGRAMMING AND OPERATIONS WITH REVERENCE FOR THE HALES' ENTREPRENEURIAL SPIRIT COMBINED WITH A DEEP RESPECT FOR THE PAST. THE GOAL IS TO BUILD SUSTAINABLE OPERATIONS THROUGH ENGAGING EDUCATIONAL, FAMILY, AND COMMUNITY PROGRAMS. THE YEAR-ROUND PROGRAM CALENDAR FOLLOWS THE SEASONAL CYCLE OF RURAL LIFE IN NORTHEAST OHIO. ANNUAL PROGRAM HIGHLIGHTS INCLUDE THE SUMMER CIVIL WAR ENCAMPMENT WHICH DRAWS HUNDREDS OF CIVIL WAR REENACTORS AND THOUSANDS OF VISITORS. CIVIL WAR-ERA HISTORY AND INTERPRETATION IS A HALLMARK OF HALE PROGRAMMING FEATURED IN ANNUAL HOLIDAY LANTERN TOURS OF THE VILLAGE AND THE UNDERGROUND RAILROAD EDUCATION PROGRAM. HARVEST FESTIVAL IS ANOTHER ANNUAL EVENT DRAWING THOUSANDS OF VISITORS PARTICIPATING IN HARVEST SEASON ACTIVITIES. HALE INCREASINGLY CONSIDERS THE CONNECTION BETWEEN ENTREPRENEURSHIP AND SUSTAINABILITY IN ITS PROGRAMS. STUDENT EDUCATION PROGRAMS TEACH THE PRINCIPLES OF ECONOMICS IN EVERYDAY LIFE BY EXPLORING THE ROOTS OF ENTREPRENEURSHIP IN NORTHEAST OHIO AND CONSIDERING WISE USE OF LIMITED RESOURCES. THE PHRASE "COME HOME TO HALE" APTLY DESCRIBES THE VISITOR EXPERIENCE AT HALE FARM & VILLAGE WHERE ONE MAY CONNECT WITH THE PAST AND FIND ITS RELEVANCE FOR THE PRESENT AND THE FUTURE.
    Expenses $1,384,894
  • OTHER PROPERTIES SHANDY HALL IS AN 1815 HOME ON 115 ACRES OF LAND IN ASHTABULA COUNTY, AND CONSISTS OF A MAIN HOUSE AND SEVERAL OUTBUILDINGS. THE HOME WAS OCCUPIED BY SEVEN GENERATIONS OF THE SAME FAMILY AND CONTAINS ORIGINAL FURNISHINGS. THE SITE IS OPEN TO THE PUBLIC FOR TOURS BY APPOINTMENT ONLY. LOGHURST, IN MAHONING COUNTY, SITS ON 7.5 ACRES AND INCLUDES A CIRCA 1805 LOG HOUSE, BELIEVED TO BE THE OLDEST SUCH STRUCTURE IN NORTHEAST OHIO. WRHS ENJOYS A CO-STEWARDSHIP ARRANGEMENT WITH THE CANFIELD HERITAGE FOUNDATION TO OPERATE THE SITE ON A SEASONAL BASIS. HANDYSIDE HOUSE IS A VICTORIAN-STYLE CENTURY HOME LOCATED IN BEDFORD, OHIO. THE PROPERTY IS LISTED IN THE NATIONAL REGISTER OF HISTORIC PLACES.
    Expenses $123,740

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-0714724
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1940
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$50,940,466
Income (IRS master file)
$9,583,540

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,549,789$7,658,327$50,940,466XML
990-TJune 2025–––IRS
990June 2024$6,274,904$7,152,212$55,524,642XML
990-TJune 2024–––IRS
990June 2023$6,941,689$6,710,171$43,254,122XML
990-TJune 2023–––IRS
990June 2022$8,999,040$6,594,349$41,934,910IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0714724).

Questions about WESTERN RESERVE HISTORICAL SOCIETY

What is the EIN of WESTERN RESERVE HISTORICAL SOCIETY?
The employer identification number (EIN) of WESTERN RESERVE HISTORICAL SOCIETY is 34-0714724.
Is WESTERN RESERVE HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
Are donations to WESTERN RESERVE HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WESTERN RESERVE HISTORICAL SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WESTERN RESERVE HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WESTERN RESERVE HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of WESTERN RESERVE HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 names KELLY FALCONE-HALL.
Who are the officers and directors of WESTERN RESERVE HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 lists 23 people; 3 received compensation from the organization, the highest $214,578 (KELLY FALCONE-HALL, PRESIDENT &).
How much revenue does WESTERN RESERVE HISTORICAL SOCIETY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,549,789, expenses of $7,658,327 and total assets of $50,940,466 at year end.

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