Oberlin Historical and Improvement Organization

Nonprofit profile at a glance

EIN
346533053
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Oberlin, OH, USA
Phone
4407741700
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$690,328
Expenses
$518,205
Assets
$4,527,943
Liabilities
$7,071

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • KEN GROSSI (PRESIDENT)
  • AMY CHUANG (2ND VICE PRESIDENT)
  • CLAUDIA JONES (1ST VICE PRESIDENT)
  • EBONI JOHNSON TERM ENDED 2024 (1ST VICE PRESIDENT)
  • ELIZABETH SCHULTZ (EXECUTIVE DIRECTOR)

Highest reported compensation

  • ELIZABETH SCHULTZ (EXECUTIVE DIRECTOR): $72,861 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To preserve and share oberlin's unique heritage and to make our community a better place to live, learn, work and visit.

What it reported doing in 2024

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.

Operating model

Revenue model
Donor-supported. 71% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 77
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.7%; rating input score 78
  • Program expense ratio: 69.6%; rating input score 70
  • Fundraising efficiency: $21.07 raised per $1 spent on fundraising; rating input score 60; 60th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 24.9%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 8.74; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 78; 78th percentile among comparable filings
  • Officer compensation ratio: 14.1%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: 0.5% per year; rating input score 100; 19th percentile among comparable filings
  • Revenue growth: 0.5% per year; rating input score 100; 16th percentile among comparable filings
  • Asset growth: 2.2% per year; rating input score 100; 26th percentile among comparable filings

Details

  • Where the money goes: 77.7% of revenue deployed · 69.6% of spending went to programs
  • Governance: 17 of 17 board members independent · 8 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $361K in reported program spending
  • Leadership: top reported pay $73K · 22 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Officer compensation ratio scored 25/100.