Heritage Ohio INC FY2020 filing

Tax-deductible

Columbus, OH501(c)(3)Community DevelopmentEIN 34-1845898Revenue $441K in FY2020

On file with the IRSheritageohio.org800 E 17th Ave, 43211-2474 · Columbus, OHTax-exempt since May 1997Publicly supported — 509(a)(2)

Tell your story. Claim this org

Helping people to save the places that matter, build community and live better.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
$87K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $47K a year · 8% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$87K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
18 mo
of spending, in cash
Looks good: 18.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $191K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$209K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$441K
Spent
$433K
To programs
70%
Net assets
$458K
By yearFY2020–FY2024
Revenue
$441K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$441K
FY2021$577K
FY2022$623K
FY2023$564K
FY2024$915K
Expenses
$433K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$433K
FY2021$462K
FY2022$596K
FY2023$620K
FY2024$774K
Net assets
$458K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$458K
FY2021$574K
FY2022$600K
FY2023$545K
FY2024$686K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1997.

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

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $303K Management & general 29% · $125K Fundraising 1% · $5K

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

Something off? Claim to fix it

Who runs it and what they're paid

22 people listed on the 990; $87K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$86,859Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee/Chair Strategic Pl
$0Pt VII · Sec A
Trustee/Chair Government R
$0Pt VII · Sec A
Trustee/Chair Board Develo
$0Pt VII · Sec A
$0Pt VII · Sec A

Matt Wiederhold’s $96K as Executive Di is at the 69th percentile of top reported officer pay among 1708 $100K–1M community development 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Matt Wiederhold$95,571$88,500$56,783——
Joyce Barrett——$37,600$92,479$86,859

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 Heritage Ohio INC executive salaries →

On this list? Claim this org

Something off? Claim to fix it

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves important places, builds community, and improves lives.

Questions for Heritage Ohio INC

Tap to ask. Heritage Ohio INC sees how many people are interested.

Your first name shows with your question. Heritage Ohio INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $303K · in their own filed words · FY2020
01

Revitalization

Coordinated 22 ohio main street communities, conducted evaluations, and monitored economic impacts. Provided quarterly trainings according to main street approach. Also assisted with 36 downtown affiliate communities. Conducted three downtown assessment resource team visits. Held networking event for downtown managers.

$187Kprogram expense
02

Preservation

Provide educational sessions, workshops, and technical assistance to ohioans on how to properly preserve historic structures. Now own and monitor 16 historic presrvation easements. Reviewed 109 downtown building improvement projects funded by state $500,000 appropriation. Held annual awards ceremony.

$107Kprogram expense
03

Advocacy

Educated and supported knowledge of how historic tax credit works with federal and state elected officials.

$9Kprogram 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
See all 8 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$441K
Ln 12
Gifts and grantsLn 1h$232K
Fees for servicesLn 2g$208K
Investment incomeLn 3$435
Money outPt IX
$433K
Ln 25
Programscol B$303K
Managementcol C$125K
Fundraisingcol D$5K
Owns and owesPt X
$458K
net assets · Ln 32
Cash and savingsLn 1–2$667K
Total assetsLn 16$668K
LiabilitiesLn 26$209K
PeoplePt VI, VII
22
listed · VII A
PaidVII A1
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$232K
Government grantsLn 1e$172K
Fees for servicesLn 2g$208K
Investment incomeLn 3$435
Total revenueLn 12$441K
Assets in detailPt X, end of year
SavingsLn 2$667K
Cash and savings togetherLn 1–2$667K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$500
Total assetsLn 16$668K
LiabilitiesLn 26$209K
Net assetsLn 32$458K
OperationsPt I, VI
EmployeesI 54
VolunteersI 622
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$469K$667K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$471K$668K
LiabilitiesLn 26$20K$209K
Net assetsLn 32$451K$458K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6K$6K
Pay of current officers, directors and key staffLn 5$106K$50K$53K$4K
Other salaries and wagesLn 7$164K$125K$38K$758
Pension plan contributionsLn 8$10K$5K$4K$97
Other employee benefitsLn 9$22K$22K$380
Payroll taxesLn 10$17K$13K$4K$305
Other fees for servicesLn 11g$24K$18K$6K
Advertising and promotionLn 12$5K$5K$225
Office expensesLn 13$26K$17K$8K$237
Information technologyLn 14$3K$3K$934
OccupancyLn 16$22K$15K$7K$48
TravelLn 17$9K$8K$941
Conferences, conventions and meetingsLn 19$3K$3K$50
InsuranceLn 23$3K$2K$596
Other expenses (24a–d)Ln 24$13K$12K$2K
Total functional expensesLn 25$433K$303K$125K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $915K$774K$141K$686K 990 PDF
FY2023 $564K$620K−$56K$545K 990 PDF
FY2022 $623K$596K$26K$600K 990 PDF
FY2021 $577K$462K$116K$574K 990 PDF
FY2020 Viewing $441K$433K$7K$458K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $440,575 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $287,721$231,689
I-9 Program service revenuePrior year $271,213$208,451
I-10 Investment incomePrior year $338$435
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $559,272$440,575
I-13 Grants and similar amounts paidPrior year $7,150$6,285
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $321,610$319,012
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $208,236$107,902
I-18 Total expensesPrior year $536,996$433,199
I-19 Revenue less expensesPrior year $22,276$7,376
Part VI · Governance 21 of 21 board members independent, 1 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $440,575 across 7 lines filed
VIII-1b Membership dues$28,329
VIII-1e Government grants$171,828
VIII-1f All other contributions, gifts and grants$31,532
VIII-1h Total contributions, gifts and grants$231,689
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $205,451 · Unrelated business $3,000$208,451
VIII-3 Investment incomeExcluded from tax $435$435
VIII-12 Total revenueRelated to mission $205,451 · Unrelated business $3,000 · Excluded from tax $435$440,575
Part IX · Statement of functional expenses $433,199 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $6,285$6,285
IX-5 Pay of current officers, directors and key staffPrograms $49,834 · Management $52,703 · Fundraising $3,719$106,256
IX-7 Other salaries and wagesPrograms $124,973 · Management $38,410 · Fundraising $758$164,141
IX-8 Pension plan contributionsPrograms $5,435 · Management $4,166 · Fundraising $97$9,698
IX-9 Other employee benefitsPrograms $21,695 · Management $380$22,075
IX-10 Payroll taxesPrograms $12,738 · Management $3,799 · Fundraising $305$16,842
IX-11g Other fees for servicesPrograms $17,801 · Management $5,868$23,669
IX-12 Advertising and promotionPrograms $5,030 · Fundraising $225$5,255
IX-13 Office expensesPrograms $17,413 · Management $7,947 · Fundraising $237$25,597
IX-14 Information technologyPrograms $2,509 · Management $934$3,443
IX-16 OccupancyPrograms $15,052 · Management $7,077 · Fundraising $48$22,177
IX-17 TravelPrograms $7,973 · Management $941$8,914
IX-19 Conferences, conventions and meetingsPrograms $2,560 · Management $50$2,610
IX-23 InsurancePrograms $2,383 · Management $596$2,979
IX-24 Other expenses (24a–d)Programs $11,584 · Management $1,674$13,258
IX-25 Total functional expensesPrograms $303,265 · Management $124,545 · Fundraising $5,389$433,199
Part X · Balance sheet $667,915 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $468,681$667,415
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $0$500
X-16 Total assetsStart of year $471,419$667,915
X-18 Grants payable$101,774
X-19 Deferred revenueStart of year $18,975$40,184
X-24 Unsecured notes and loans payable$67,534
X-26 Total liabilitiesStart of year $20,372$209,492
X-27 Net assets without donor restrictionsStart of year $451,047$458,423
X-32 Total net assets or fund balancesStart of year $451,047$458,423
X-33 Total liabilities and net assetsStart of year $471,419$667,915
Part XI · Reconciliation of net assets $458,423 net assets at year end
XI-1 Total revenue$440,575
XI-2 Total expenses$433,199
XI-3 Revenue less expenses$7,376
XI-4 Net assets at start of year$451,047
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$458,423

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.