Nonprofit · EIN 34-6533053
OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION
Tax-exempt · OBERLIN, OH 44074
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $690,328 | $518,205 | $172,123 | $4,527,943 | $7,071 | $4,520,872 |
| December 31, 2023 | 990 | $395,409 | $446,036 | -$50,627 | $4,322,026 | $7,102 | $4,314,924 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $375,802
- Membership dues
- $14,030
- Program service revenue
- $9,518
- Investment income
- $298,451
- Net rental income
- $8,172
- Net gain from sales of assets
- $177,024
- Net income from sales of inventory
- $3,193
- Other revenue
- $6,557
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $67,010
- Other salaries and wages
- $178,706
- Salaries, compensation and benefits (total)
- $304,305
- Professional fundraising fees
- $0
- Accounting fees
- $12,415
- Depreciation
- $13,007
- Program services (functional)
- $360,552
- Management and general (functional)
- $139,819
- Fundraising (functional)
- $17,834
Balance sheet and other
- Total assets, start of year
- $4,322,026
- Total assets, end of year
- $4,527,943
- Total liabilities, end of year
- $7,071
- Net assets, end of year
- $4,520,872
- Land, buildings and equipment
- $734,023
- Publicly traded securities
- $3,495,530
- Net assets without donor restrictions
- $1,326,042
- Net assets with donor restrictions
- $3,194,830
- Gross receipts
- $761,403
- Employees
- 10
- Volunteers
- 120
- Year formed
- 1903
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH SCHULTZ | EXECUTIVE DIRECTOR Officer | 40 | $67,011 | $5,850 |
| CHERYL BRICE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEN GROSSI | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| AMY CHUANG | 2ND VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CARL JACOBSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE MIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORI EBIHARA-FLOOD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIYUL KIM | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| REV DR BRIAN WILBERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH ELROD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| EUGENE FOGGO SIMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLAUDIA JONES | 1ST VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| RACHAEL MCCRAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY WORTHINGTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EBONI JOHNSON TERM ENDED 2024 | 1ST VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRAVIS JENNINGS RESIGNED 2024 | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN JAFFEE TERM BEGAN 2024 | TRUSTEE Trustee or director | 1 | $0 |
| PAUL SPIERLING TERM ENDED 2024 | TRUSTEE Trustee or director | 1 | $0 |
| TYRONE WICKS RESIGNED 2024 | TRUSTEE Trustee or director | 1 | $0 |
| EVANGELINE MCFARLIN TERM BEGAN 2024 | TRUSTEE Trustee or director | 1 | $0 |
| CONNIE SCHUBERT TERM BEGAN 2024 | TRUSTEE Trustee or director | 1 | $0 |
| GEORGE WRIGHT TERM BEGAN 2024 | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH SCHULTZ | EXECUTIVE DIRECTOR Officer | 40 | $65,628 | $5,850 |
| CHERYL BRICE TERM BEGAN 2023 | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEN GROSSI | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| AMY CHUANG | 2ND VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CARL JACOBSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE MIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORI EBIHARA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIYUL KIM | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| FR BRIAN WILBERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH ELROD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JEAN FOGGO SIMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLAUDIA JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHAEL MCCRAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY WORTHINGTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EBONI JOHNSON | 1ST VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TRAVIS JENNINGS TERM BEGAN 2023 | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAUREL PRICE JONES TERM ENDED 2023 | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL R SPIERLING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TYRONE WICKS TERM BEGAN 2023 | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GAIL WOOD TERM ENDED 2023 | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 455, OBERLIN, OH 44074-0455
- In care of
- % BETHANY HOBBS
- Principal officer (990 for 2024)
- ELIZABETH SCHULTZ, PO BOX 455, OBERLIN, OH 440740455
- Signed the 990
- ELIZABETH SCHULTZ, EXECUTIVE DIRECTOR
- Phone
- (440) 774-1700
- Return prepared by
- BARNES WENDLING CPAS INC
Mission
TO PRESERVE AND SHARE OBERLIN'S UNIQUE HERITAGE AND TO MAKE OUR COMMUNITY A BETTER PLACE TO LIVE, LEARN, WORK AND VISIT.
Program accomplishments
- HISTORY EDUCATION: THE OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION, DOING BUSINESS AS THE OBERLIN HERITAGE CENTER, BELIEVES THAT WHEN PEOPLE BETTER UNDERSTAND HISTORY THEY MAKE MORE INFORMED DECISIONS IN THE PRESENT AND DEVELOP AN APPRECIATION FOR DIFFERENT PERSPECTIVES. THE OBERLIN HERITAGE CENTER OFFERS PUBLIC TOURS OF ITS THREE HISTORIC BUILDINGS YEAR-ROUND, HISTORY WALKS, PUBLIC LECTURES, YOUTH AND ADULT OUTREACH PROGRAMS, AND COMMUNITY EVENTS. SEE SCHEDULE O FOR FURTHER INFORMATION ABOUT PROGRAMS AND A SAMPLING OF OHC'S ACTIVITIES IN 2024.Expenses $360,552 · revenue $12,841
- COLLECTIONS: THE OBERLIN HERITAGE CENTER COLLECTS THE MATERIAL AND INTELLECTUAL CULTURE OF PEOPLE IN OBERLIN, OHIO, AND PRESERVES IT FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. OHC SEEKS OBJECTS, ARCHIVAL MATERIALS AND PHOTOGRAPHS, ORDINARY AND EXTRAORDINARY, WHOSE STORIES AND MEANINGS ARE RICH, THAT HAVE INHERENT WORTH, THAT BOTH REFLECT AND CHALLENGE THE CONVENTIONAL WISDOM, AND THAT INVITE US TO LOOK DEEPER OR BROADER. OHC REQUIRES THESE OBJECTS AND THEIR DOCUMENTED CONTEXTS AS EVIDENCE TO ILLUMINATE AND INTERPRET THE LARGER THEMES OF OBERLIN HISTORY AND ENVIRONMENT. THE COLLECTIONS FORM THE FOUNDATION FOR RESEARCH, SCHOLARSHIP, EXHIBITION, PUBLIC PROGRAMS, AND OUTREACH. INCLUDED IN THE COLLECTIONS ARE HISTORIC BUILDINGS: THE MONROE HOUSE, JEWETT HOUSE AND BARN, AND THE LITTLE RED SCHOOLHOUSE.THE OBERLIN HERITAGE CENTER INTERPRETS OBERLIN'S HISTORY, IN PARTICULAR ITS STRONG ACTIVIST TRADITIONS OF ABOLITIONISM AND WOMEN'S RIGHTS, UNIVERSAL EDUCATION, RACISM AND CIVIL RIGHTS, SCIENTIFIC INNOVATION, THE STORIES OF THE PEOPLE ASSOCIATED WITH OUR TWO HOUSE MUSEUMS AND THE SCHOOLHOUSE, AND THE VARIED LIVED EXPERIENCES OF THE PEOPLE OF OBERLIN. RESEARCH ON ALL OF THESE TOPICS AND OTHERS IS ONGOING AND WILL HELP SHAPE FUTURE INTERPRETATION AND COLLECTING.THE OBERLIN HERITAGE CENTER'S BUILDINGS AND COLLECTIONS SERVE AS A BACKDROP AND THE SETTING FOR INTERPRETING MAJOR EVENTS AND THEMES IN THE COMMUNITY'S HISTORY. THE COLLECTIONS ON DISPLAY IN THE JEWETT HOUSE AND THE LITTLE RED SCHOOLHOUSE SHOULD REFLECT WHAT TYPICAL STRUCTURES OF THEIR ERAS LOOKED LIKE. MORE SPECIFICALLY, THE COLLECTIONS ALSO SHOWCASE THE DAILY ACTIVITIES OF THE PEOPLE WHOSE STORIES WE TELL. THE COLLECTIONS ON DISPLAY IN THE MONROE HOUSE CURRENTLY INTERPRET THE HISTORY OF THE FORMER INHABITANTS AS WELL AS OBERLIN'S FOUNDING AND EARLY HISTORY. THIS IS LIKELY TO CHANGE AS STAFF CONSIDER MAKING THE MONROE HOUSE SUITABLE FOR SELF-GUIDED TOURS AND BALANCE VISITOR INTEREST, INTERACTIVE ELEMENTS, SECURITY FLEXIBILITY, AND INTERPRETIVE GOALS THAT MOVE BEYOND THE TRADITIONAL HISTORIC HOUSE MODEL. FINE TUNING THE COLLECTIONS SO THAT THEY INTERPRET BOTH THE HISTORIC BUILDINGS AND BROADER COMMUNITY STORIES IS, AND WILL CONTINUE TO BE, AN ONGOING PROCESS. FOR MORE INFORMATION, REQUEST THE OBERLIN HERITAGE CENTER COLLECTIONS PLAN.
- ARCHIVES, RESEARCH & PUBLICATIONS: THE ORGANIZATION'S RESOURCE CENTER INCLUDES HOLDINGS ON OBERLIN HISTORY, FAMILY HISTORY, HISTORIC PRESERVATION AND NONPROFIT ORGANIZATION AND MUSEUM MANAGEMENT. STAFF MEMBERS ARE AVAILABLE BY APPOINTMENT TO ASSIST THOSE INTERESTED IN RESEARCHING LOCAL AND FAMILY HISTORY, WITH A PARTICULAR FOCUS ON DESCENDANTS OF FAMILIES THAT SETTLED IN THE OBERLIN AREA. MAJOR RESEARCH PROJECTS UNDERWAY INCLUDE THE WESTWOOD CEMETERY INVENTORY, THE OBERLIN ORAL HISTORY PROJECT, AND UNDERGROUND RAILROAD RESEARCH. THE ORGANIZATION PUBLISHES BOOKS AND BOOKLETS ON HISTORICAL TOPICS FROM TIME TO TIME, ONLINE RESOURCES, AS WELL AS ITS MONTHLY NEWSLETTER AND THE OBERLIN HERITAGE CENTER ANNUAL REPORT.
- PRESERVATION & HISTORY ADVOCACY: OHC ADVOCATES FOR THE PRESERVATION AND INTERPRETATION OF BUILDINGS, DOCUMENTS, STORIES, LANDSCAPES AND MORE. OHC COLLABORATES WITH VARIED COMMUNITY PARTNERS AND PEER ORGANIZATIONS TO FACILITATE HISTORY PROJECTS AND ENCOURAGES THE PRESERVATION AND SHARING OF VARIED VOICES FOR A MORE HOLISTIC UNDERSTANDING OF THE PAST.
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 | Not 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
- 34-6533053
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,527,943
- Income (IRS master file)
- $761,403
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $690,328 | $518,205 | $4,527,943 | IRS |
| 990 | December 2023 | $395,409 | $446,036 | $4,322,026 | XML |
| 990 | December 2022 | $260,835 | $431,652 | $4,072,999 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 34-6533053).
Questions about OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION
- What is the EIN of OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION?
- The employer identification number (EIN) of OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION is 34-6533053.
- Is OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION 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 OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION?
- The 990 for the year ended December 31, 2024 names ELIZABETH SCHULTZ.
- Who are the officers and directors of OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION?
- The 990 for the year ended December 31, 2024 lists 22 people; 1 received compensation from the organization, the highest $67,011 (ELIZABETH SCHULTZ, EXECUTIVE DIRECTOR).
- How much revenue does OBERLIN HISTORICAL AND IMPROVEMENT ORGANIZATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $690,328, expenses of $518,205 and total assets of $4,527,943 at year end.
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