Nonprofit · EIN 34-1317780
SHELBY COUNTY HISTORICAL SOCIETY
Tax-exempt · SIDNEY, OH 45365
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $750,818 | $450,617 | $300,201 | $3,035,179 | $13,184 | $3,021,995 |
| December 31, 2024 | 990 | $504,963 | $498,394 | $6,569 | $2,712,381 | $6,567 | $2,705,814 |
| December 31, 2023 | 990 | $757,205 | $364,779 | $392,426 | $2,691,960 | $6,587 | $2,685,373 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $723,976
- of which government grants
- $205,731
- Membership dues
- $22,517
- Program service revenue
- $3,976
- Investment income
- $37,494
- Net gain from sales of assets
- $8
- Net income from sales of inventory
- -$15,726
- Other revenue
- -$14,628
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $66,640
- Other salaries and wages
- $119,638
- Salaries, compensation and benefits (total)
- $205,517
- Professional fundraising fees
- $0
- Occupancy
- $37,849
- Depreciation
- $130,748
- Program services (functional)
- $346,712
- Management and general (functional)
- $63,604
- Fundraising (functional)
- $40,301
Balance sheet and other
- Total assets, start of year
- $2,712,381
- Total assets, end of year
- $3,035,179
- Total liabilities, end of year
- $13,184
- Net assets, end of year
- $3,021,995
- Land, buildings and equipment
- $1,612,659
- Publicly traded securities
- $307,166
- Gross unrelated business income
- $700
- Gross receipts
- $804,475
- Employees
- 6
- Volunteers
- 48
- Year formed
- 1982
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATILDA PHLIPOT | DIRECTOR Highest-paid employee | 40 | $66,437 |
| LINDA DEVELIS | TRUSTEE Trustee or director | 2 | $0 |
| LaTrisha Reed | TRUSTEE Trustee or director | 2 | $0 |
| DARLENE ROLL | TRUSTEE Trustee or director | 2 | $0 |
| PHIL ABBOTT | TRUSTEE Trustee or director | 4 | $0 |
| SCOTT SMITH | TRUSTEE Trustee or director | 2 | $0 |
| JOHN BERTSCH | TRUSTEE Trustee or director | 4 | $0 |
| TERESA DITMER | TRUSTEE Trustee or director | 2 | $0 |
| JOSEPH CHRISMAN | TRUSTEE Trustee or director | 3 | $0 |
| JULIE GILARDI | PRESIDENT Officer | 12 | $0 |
| FAYE SPANGLER | VICE PRESIDENT Officer | 8 | $0 |
| DAVE RUSSELL | TREASURER Officer | 6 | $0 |
| ROGER LENTZ | SECRETARY Officer | 2 | $0 |
| RICHARD WALLACE | CO-SECRETARY Officer | 2 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATILDA PHLIPOT | DIRECTOR Trustee or director | 40 | $60,769 |
| LINDA DEVELIS | TRUSTEE Institutional trustee | 2 | $0 |
| LaTrisha Reed | TRUSTEE Institutional trustee | 2 | $0 |
| Ashleigh Maurer | TRUSTEE Institutional trustee | 1 | $0 |
| DARLENE ROLL | TRUSTEE Institutional trustee | 1 | $0 |
| PHIL ABBOTT | TRUSTEE Institutional trustee | 5 | $0 |
| SCOTT SMITH | TRUSTEE Institutional trustee | 1 | $0 |
| JOHN BERTSCH | TRUSTEE Institutional trustee | 2 | $0 |
| JULIE GILARDI | PRESIDENT Officer | 10 | $0 |
| FAYE SPANGLER | VICE PRESIDENT Officer | 10 | $0 |
| DAVE RUSSELL | TREASURER Officer | 10 | $0 |
| ROGER LENTZ | SECRETARY Officer | 2 | $0 |
| RICHARD WALLACE | CO-SECRETARY Officer | 2 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATILDA PHLIPOT | DIRECTOR Key employee | 40 | $54,298 |
| LINDA DEVELIS | TRUSTEE Trustee or director | 2 | $0 |
| LaTrisha Reed | TRUSTEE Trustee or director | 1 | $0 |
| Ashleigh Maurer | TRUSTEE Trustee or director | 1 | $0 |
| DARLENE ROLL | TRUSTEE Trustee or director | 2 | $0 |
| PHIL ABBOTT | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT SMITH | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BERTSCH | TRUSTEE Trustee or director | 2 | $0 |
| JULIE GILARDI | PRESIDENT Officer | 4 | $0 |
| FAYE SPANGLER | VICE PRESIDENT Officer | 4 | $0 |
| DAVE RUSSELL | TREASURER Officer | 4 | $0 |
| ROGER LENTZ | SECRETARY Officer | 2 | $0 |
| RICHARD WALLACE | CO-SECRETARY Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 376, SIDNEY, OH 45365-0376
- In care of
- % JOHN MINTON
- Principal officer (990 for 2025)
- Dave Russell, 9643 Lochard Rd, Sidney, OH 45365
- Signed the 990
- Dave Russell, Treasurer
- Phone
- (937) 498-1658
- Website
- shelbycountyhistory.org
Mission
To actively engage and educate our community to preserve and promote local history
Program accomplishments
- Operations to house, display and preserve local historical articles. To conduct programs and special events regarding local history.Expenses $264,046 · revenue $199,217
- To conduct programs and events to educate and and stimulate interest in local history.Expenses $82,666 · revenue $13,530
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1317780
- 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
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,035,179
- Income (IRS master file)
- $804,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $750,818 | $450,617 | $3,035,179 | XML |
| 990 | December 2024 | $504,963 | $498,394 | $2,712,381 | XML |
| 990 | December 2023 | $757,205 | $364,779 | $2,691,960 | XML |
| 990 | December 2022 | $862,904 | $272,199 | $2,285,854 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 34-1317780).
Questions about SHELBY COUNTY HISTORICAL SOCIETY
- What is the EIN of SHELBY COUNTY HISTORICAL SOCIETY?
- The employer identification number (EIN) of SHELBY COUNTY HISTORICAL SOCIETY is 34-1317780.
- Is SHELBY COUNTY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to SHELBY COUNTY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHELBY COUNTY 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 SHELBY COUNTY HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELBY COUNTY HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SHELBY COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 names Dave Russell.
- Who are the officers and directors of SHELBY COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $66,437 (MATILDA PHLIPOT, DIRECTOR).
- How much revenue does SHELBY COUNTY HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $750,818, expenses of $450,617 and total assets of $3,035,179 at year end.
Other nonprofits in SIDNEY
- SHELBY COUNTY MEMORIAL HOSPITAL ASSOCIATION INC EIN 34-4427944 · last filed 990 for 2024
- GOOD NEWS IN ACTION INC EIN 23-7336331 · last filed 990 for 2024
- THE COMMUNITY FOUNDATION OF SHELBY COUNTY EIN 34-6565194 · last filed 990 for 2024
- THE YOUNG MENS CHRISTIAN ASSOC OF SIDNEY AND SHELBY COUNTY EIN 34-6596911 · last filed 990 for 2025
- GOODS 2 HOPE INC EIN 61-2038929 · last filed 990 for 2024
- CHRISTIAN ACADEMY SCHOOLS EIN 34-1262242 · last filed 990 for 2025
- S & H PRODUCTS EIN 34-1225811 · last filed 990 for 2025
- SHELBY COUNTY UNITED WAY INC EIN 34-4473288 · last filed 990 for 2025