MIDDLETOWN HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

MIDDLETOWN HISTORICAL SOCIETY

EIN 31-6067846 · Visual Arts (A40)

What they do

to PROVIDE A REPOSITORY for HISTORICAL ARTIFACTS for MIDDLETOWN, OHIO and to MAKE THESE AVAILABLE for THE MEMBERSHIP and THE GENERAL PUBLIC

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

61.35%of revenue went to mission work89.1% of expenses · Program services

$68.88spent for every $100 of revenueRevenue covered expenses this year.

7.53%of revenue went to management and office costs10.9% of expenses

$7.80in assets for every $1 spent this yearSome assets cannot be spent right away.

36.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$66,095

Mission workProgram services$40,54961.35% of revenue89.1% of expenses

ManagementOffice and general costs$4,9807.53% of revenue10.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$20,56631.12% of revenueShown in gray on the chart

Total expenses$45,52968.88% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 89.1% mission · 10.9% management · 0.0% fundraisingTotal expenses: 68.88% of revenue

2023Expense mix: 87.1% mission · 12.9% management · 0.0% fundraisingTotal expenses: 112.50% of revenue

2022Expense mix: 83.9% mission · 16.1% management · 0.0% fundraisingTotal expenses: 132.97% of revenue

2021Expense mix: 73.3% mission · 26.7% management · 0.0% fundraisingTotal expenses: 103.36% of revenue

2020Expense mix: 78.8% mission · 21.2% management · 0.0% fundraisingTotal expenses: 164.51% of revenue

2019Expense mix: 82.6% mission · 17.4% management · 0.0% fundraisingTotal expenses: 270.93% of revenue

2018Expense mix: 83.8% mission · 16.2% management · 0.0% fundraisingTotal expenses: 120.66% of revenue

2017Expense mix: 75.7% mission · 24.3% management · 0.0% fundraisingTotal expenses: 88.50% of revenue

Money in and money out

Revenue$66,095

Expenses$45,529

Annual surplus $20,566 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$40,549 · 89.1% of expenses

Management and office costs$4,980 · 10.9% of expenses

See all reported dollar amounts

Revenue$66,095

Expenses$45,529

Assets$355,161

Income$76,616

Contributions$24,001

Mission work (program services)$40,549

Management and general$4,980

Investing fees$2,897

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (12)

ANDY WENDTPRESIDENT

CATHY MCMONIGLETREASURER

DEB MORRISON-SNIDERSECRETARY

JEFFREY DIVERTRUSTEEPAST PRESIDENT

JIM STABLERTRUSTEE

KAYLA HOCZTRUSTEE

NICKI LINVILLETRUSTEE

OVA WIREMANTRUSTEE

RICK LAWSONVICE PRESIDENT

SAM ASHWORTHTRUSTEE

SAM SALMONTRUSTEEPAST PRESIDENT

TIMOTHY CARBERYYTRUSTEE

About this charity

Recognized since: January 1967
Location: PO Box 312, Middletown, OH 450420312
County: Butler
In care of: ANDY WENDT
Primary officer: ANDY WENDT, President

How to reach them

WebsiteVisit the charity’s website EmailSocietythemiddletownhistoricalsociety@gmail.comCall Phone(513) 424-5539

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: DAVID REED CPA
NTEE classification: Visual Arts (A40)
IRS tax category: Visual Arts