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Fairfield County Heritage Association

Tax-deductible

Lancaster, OH501(c)(3)Since 1962Arts & Culture EIN 31-6049796Revenue $268K in FY2025

On file with the IRSfairfieldheritage.com105 E Wheeling St, 43130-3706 · Lancaster, OHTax-exempt since Jan 1964Publicly supported — 509(a)(2)

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The mission of Fairfield Heritage Association is to: connect all people to the rich history of Fairfield County, ohio preserve and promote an understanding of the history of Fairfield County, ohio through events, research, education and publication. To create an environment of pride and appreciation for the varied accomplishments of the citizens of Fairfield County, ohio, past and present. Also to encourage meaningful preservation of artifacts, structures and properties. Fcha is a 501(c)(3) tax exempt non for profit organization. Fcha owns and operates the sherman house and georgian museums.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Run by 60 volunteers and 4 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $46K a year · 14% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$61K
to officers and key staff · 22% of spending
Top officer’s pay higher than 56% of similar orgs
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Plus $2.2M in investments, Pt X · Ln 11–13
Looks good: 5.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $60K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$268K
-14% vs prior year
Spent
$282K
To programs
98%
Net assets
$2.6M
By yearFY2020–FY2025
Revenue
$268K
FY2025▼ -14%
Tap a bar for its year
Revenue by fiscal year
FY2020$496K
FY2021$318K
FY2022$270K
FY2023$337K
FY2024$311K
FY2025$268K
Expenses
$282K
FY2025▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$224K
FY2021$254K
FY2022$346K
FY2023$344K
FY2024$275K
FY2025$282K
Net assets
$2.6M
FY2025▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$2.1M
FY2023$2.3M
FY2024$2.4M
FY2025$2.6M

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $276K Management & general 2% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $61K paid to officers and key staff.

Part VII, Section A · reportable compensation
Wendy Gregory
Executive Di
$60,847Pt VII · Sec A
Cheryl Bash
Director
$0Pt VII · Sec A
Matt Claypool
President
$0Pt VII · Sec A
Adam Custer
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Linda Everitt
1st Vice Pre
$0Pt VII · Sec A
Dan Fruth
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Wendy Gregory’s $61K as Executive Di is at the 56th percentile of top reported officer pay among 2216 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Wendy Gregory$60,847$54,990$51,700$37,308——
Tammy D Drobina————$53,978$53,385
Tammy Dobrina———$17,487——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Fairfield County Heritage Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves and promotes Fairfield County's rich history through events, education, and artifact preservation.

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Provided by the organization

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1 program · $276K · in their own filed words · FY2025
01

Operation of the sherman house museum and the georgian museum. Afternoon teas served with silver and linen in the elegant 1832 georgian museum. History walk through cemeteries, neighborhoods and business areas. Re-enactors in authentic costumes portray the citizens from the past.

$276Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Fairfield County FoundationFY2024$30K
Fox Foundation INCFY2024$30K
Total grants receivedfrom 2 funders$60K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$268K
Ln 12
Gifts and grantsLn 1h$123K
Investment incomeLn 3$90K
Fees for servicesLn 2g$46K
Money outPt IX
$282K
Ln 25
Programscol B$276K
Managementcol C$6K
Owns and owesPt X
$2.6M
net assets · Ln 32
Cash and savingsLn 1–2$139K
Total assetsLn 16$2.6M
LiabilitiesLn 26$5K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$123K
Fees for servicesLn 2g$46K
Investment incomeLn 3$90K
Other incomeLn 4–11$10K
Gains on assetsLn 7$49K
Total revenueLn 12$268K
Assets in detailPt X, end of year
CashLn 1$139K
Cash and savings togetherLn 1–2$139K
InvestmentsLn 11–13$2.2M
Land, buildings, equipmentLn 10c$273K
Total assetsLn 16$2.6M
LiabilitiesLn 26$5K
Net assetsLn 32$2.6M
OperationsPt I, VI
EmployeesI 54
VolunteersI 660
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$145K$139K
InvestmentsLn 11–13$2.0M$2.2M
Land, buildings, equipmentLn 10c$289K$273K
Total assetsLn 16$2.5M$2.6M
LiabilitiesLn 26$8K$5K
Net assetsLn 32$2.4M$2.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$180$180
Pay of current officers, directors and key staffLn 5$61K$61K
Other salaries and wagesLn 7$58K$58K
Payroll taxesLn 10$10K$10K
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$11K$11K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$16K$16K
Information technologyLn 14$2K$2K
OccupancyLn 16$19K$19K
TravelLn 17$702$702
Conferences, conventions and meetingsLn 19$566$566
InterestLn 20$1$1
Depreciation, depletion and amortizationLn 22$28K$28K
InsuranceLn 23$22K$22K
Other expenses (24a–d)Ln 24$42K$36K$5K
All other expensesLn 24e$3K$2K$752
Total functional expensesLn 25$282K$276K$6K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $268K$282K−$15K$2.6M 990 PDF
FY2024 $311K$275K$36K$2.4M 990 PDF
FY2023 $337K$344K−$7K$2.3M 990 PDF
FY2022 $270K$346K−$75K$2.1M 990 PDF
FY2021 $318K$254K$63K$2.1M 990 PDF
FY2020 $496K$224K$273K$1.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $267,769 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $169,736$122,632
I-9 Program service revenuePrior year $47,941$45,505
I-10 Investment incomePrior year $82,635$89,862
I-11 Other revenuePrior year $10,742$9,770
I-12 Total revenuePrior year $311,054$267,769
I-13 Grants and similar amounts paid$180
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $117,188$128,517
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $158,042$153,772
I-18 Total expensesPrior year $275,230$282,469
I-19 Revenue less expensesPrior year $35,824−$14,700
Part VI · Governance 12 of 12 board members independent, 2 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $267,769 across 8 lines filed
Lines not itemized here account for $9,720 of total revenue; see the IRS return.
VIII-1b Membership dues$38,682
VIII-1f All other contributions, gifts and grants$83,950
VIII-1h Total contributions, gifts and grants$122,632
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $45,505$45,505
VIII-3 Investment incomeExcluded from tax $41,305$41,305
VIII-7 Net gain or loss on sales of assetsExcluded from tax $48,557$48,557
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $50$50
VIII-12 Total revenueRelated to mission $55,225 · Excluded from tax $89,912$267,769
Part IX · Statement of functional expenses $282,469 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $180$180
IX-5 Pay of current officers, directors and key staffPrograms $60,847$60,847
IX-7 Other salaries and wagesPrograms $57,596$57,596
IX-10 Payroll taxesPrograms $10,074$10,074
IX-11c Accounting feesPrograms $6,983$6,983
IX-11f Investment management feesPrograms $10,713$10,713
IX-12 Advertising and promotionPrograms $3,347$3,347
IX-13 Office expensesPrograms $16,166$16,166
IX-14 Information technologyPrograms $1,940$1,940
IX-16 OccupancyPrograms $18,857$18,857
IX-17 TravelPrograms $702$702
IX-19 Conferences, conventions and meetingsPrograms $566$566
IX-20 InterestPrograms $1$1
IX-22 Depreciation, depletion and amortizationPrograms $27,875$27,875
IX-23 InsurancePrograms $22,034$22,034
IX-24 Other expenses (24a–d)Programs $36,035 · Management $5,493$41,528
IX-24e All other expensesPrograms $2,308 · Management $752$3,060
IX-25 Total functional expensesPrograms $276,224 · Management $6,245 · Fundraising $0$282,469
Part X · Balance sheet $2,618,694 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $144,604$139,194
X-8 Inventories for sale or useStart of year $18,805$15,259
X-10c Land, buildings and equipment, netStart of year $289,456$273,030
X-11 Publicly traded securitiesStart of year $1,434,969$1,620,058
X-12 Other securitiesStart of year $569,110$571,153
X-16 Total assetsStart of year $2,456,944$2,618,694
X-17 Accounts payable and accrued expensesStart of year $7,534$5,091
X-26 Total liabilitiesStart of year $7,534$5,091
X-27 Net assets without donor restrictionsStart of year $1,820,264$1,938,280
X-28 Net assets with donor restrictionsStart of year $629,146$675,323
X-32 Total net assets or fund balancesStart of year $2,449,410$2,613,603
X-33 Total liabilities and net assetsStart of year $2,456,944$2,618,694
Part XI · Reconciliation of net assets $2,613,603 net assets at year end
XI-1 Total revenue$267,769
XI-2 Total expenses$282,469
XI-3 Revenue less expenses−$14,700
XI-4 Net assets at start of year$2,449,410
XI-5 Net unrealized gains (losses) on investments$178,893
XI-10 Net assets at end of year$2,613,603

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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