Western Reserve Historical Society is located in Cleveland, OH. The organization was established in 1940. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2021, Western Reserve Historical Society employed 130 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Western Reserve Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Western Reserve Historical Society generated $9.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.2% each year. All expenses for the organization totaled $5.2m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WESTERN RESERVE HISTORICAL SOCIETY PRESERVES AND USES ITS COLLECTIONS, HISTORIC SITES, AND MUSEUMS TO INSPIRE PEOPLE TO DISCOVER THE AMERICAN EXPERIENCE BY EXPLORING THE TANGIBLE HISTORY OF NORTHEAST OHIO.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CLEVELAND HISTORY CENTER THE CLEVELAND HISTORY CENTER HOUSES THE HISTORY MUSEUM, RESEARCH LIBRARY/ARCHIVES & GENEALOGICAL CENTER, CRAWFORD AUTO AVIATION MUSEUM, KIDZIBITS FAMILY EDUCATION CENTER, AND THE INSTITUTION'S ADMINISTRATIVE OFFICES. THE CLEVELAND HISTORY CENTER INCLUDES TWO EARLY 20TH CENTURY MANSIONS, THE HAY MCKINNEY AND BINGHAM-HANNA MANSIONS, ALONG WITH GALLERIES THAT CONNECT THE HISTORIC MANSIONS. THE COLLECTIONS AND ARCHIVES ARE AMONG THE MOST EXTENSIVE OF ANY REGIONAL HISTORY CENTER IN THE UNITED STATES, A REFLECTION OF OVER 150 YEARS OF COLLECTING. WRHS WAS FOUNDED IN 1867 TO PRESERVE THE HISTORY OF THE CONNECTICUT WESTERN RESERVE, THE NAME FOR THE LAND ON THE WESTERN EDGE OF THE CONNECTICUT TERRITORY WHICH IS NOW NORTHEAST OHIO. TODAY, WRHS COLLECTS, PRESERVES, AND PRESENTS THE HISTORY OF NORTHEAST OHIO TO CONNECT WITH PEOPLE, INSPIRING THEM TO DISCOVER THEMSELVES, THEIR FAMILIES AND COMMUNITIES BY EXPLORING THE PAST AND IMAGINING THE FUTURE. THIS IS ACHIEVED THROUGH A COMBINATION OF EXHIBITS, PROGRAMS, AND EVENTS FOR ALL AGES AND INTERESTS. THE WRHS COLLECTIONS ARE VAST AND VARIED. THE LIBRARY/ARCHIVES HOLD MILLIONS OF ITEMS INCLUDING BOOKS, PHOTOGRAPHS, MANUSCRIPTS, AND DOCUMENTS, MAKING IT A PREMIER RESEARCH INSTITUTE FOR SCHOLARS, THE GENERAL PUBLIC, AND GENEALOGISTS. HIGHLIGHTS OF THE COLLECTION INCLUDE CIVIL WAR MATERIALS, VARIOUS ETHNIC AND COMMUNITY COLLECTIONS SUCH AS THOSE OF THE AFRICAN-AMERICAN, JEWISH, ITALIAN, AND IRISH HISTORIES OF THE REGION, AND EXTENSIVE BUSINESS, INDUSTRIAL, PHILANTHROPIC, ENTREPRENEURIAL, AND POLITICAL RECORDS. THE WRHS HISTORIC COSTUME AND TEXTILE COLLECTION IS ONE OF THE LARGEST IN THE UNITED STATES. THE INSTITUTION'S COLLECTIONS OF ITEMS RELATED TO THE SHAKER COMMUNITIES IS, IN FACT, THE LARGEST IN THE U.S. THE DECORATIVE ARTS COLLECTION INCLUDES ABOUT 3,500 ARTIFACTS OWNED BY EARLY RESIDENTS OF THE WESTERN RESERVE, AND APPROXIMATELY 800 PAINTINGS REFLECTING THE HISTORY OF THE REGION. THE CRAWFORD AUTO AVIATION MUSEUM CONTAINS MORE THAN 157 CARS, 10 AIRPLANES, AND NUMEROUS MOTORCYCLES, BICYCLES, AND OTHER AUTOMOTIVE-RELATED ITEMS. ALONG WITH THE LIBRARY'S AUTOMOTIVE MARQUE FILES, THE CRAWFORD COLLECTION TELLS THE STORY OF THE AUTOMOTIVE INDUSTRY, PARTICULARLY IN NORTHEAST OHIO. IN NOVEMBER, 2014, THE ICONIC EUCLID BEACH PARK GRAND CAROUSEL OPENED TO THE PUBLIC AFTER RESTORATION, HOUSED IN A SPECTACULAR GLASS PAVILION. THIS WAS MADE POSSIBLE THROUGH COLLABORATION BETWEEN WRHS, THE CLEVELAND EBPN CAROUSEL SOCIETY, AND EUCLID BEACH PARK NOW. THE CLEVELAND STARTS HERE EXHIBIT OPENED IN 2017 THAT TELLS THE STORY OF THE LAST 200 YEARS OF CLEVELAND AND WESTERN RESERVE HISTORY.
HALE FARM & VILLAGE HALE FARM & VILLAGE, IN SCENIC CUYAHOGA VALLEY SOUTH OF CLEVELAND, IS AN OUTDOOR LIVING HISTORY MUSEUM OF THE WESTERN RESERVE HISTORICAL SOCIETY. NINETEENTH CENTURY LIFE IS PRESENTED AT HALE TO ENGAGE, STIMULATE, AND CHALLENGE VISITORS TO SUSPEND THEIR DISBELIEF, STEP BACK IN TIME, AND USE THE LESSONS OF THE PAST TO MAKE INFORMED DECISIONS ABOUT THE PRESENT AND THE FUTURE. THE 90-ACRE SITE IS COMPRISED OF 32 HISTORIC, RESTORED 19TH CENTURY STRUCTURES; A MODERN VISITOR'S CENTER WITH GIFT SHOP AND CAF; SEVERAL GARDENS, HERITAGE LIVESTOCK BREEDS; AND THE EARLY AMERICAN CRAFT AND TRADE PROGRAM FEATURING GLASSBLOWING, BLACKSMITHING, POTTERY, CANDLE, BROOM AND BASKET MAKING; AND HEARTH AND WOODSTOVE COOKING. FOUR GENERATIONS OF THE HALE FAMILY USED THE LAND AND RESOURCES TO CARVE OUT A NICHE FOR THEMSELVES IN THE CUYAHOGA VALLEY. THE MUSEUM BUILDS ITS PROGRAMMING AND OPERATIONS WITH REVERENCE FOR THE HALES' ENTREPRENEURIAL SPIRIT COMBINED WITH A DEEP RESPECT FOR THE PAST. THE GOAL IS TO BUILD SUSTAINABLE OPERATIONS THROUGH ENGAGING EDUCATIONAL, FAMILY, AND COMMUNITY PROGRAMS. THE YEAR-ROUND PROGRAM CALENDAR FOLLOWS THE SEASONAL CYCLE OF RURAL LIFE IN NORTHEAST OHIO. ANNUAL PROGRAM HIGHLIGHTS INCLUDE THE SUMMER CIVIL WAR ENCAMPMENT WHICH DRAWS HUNDREDS OF CIVIL WAR REENACTORS AND THOUSANDS OF VISITORS. CIVIL WAR-ERA HISTORY AND INTERPRETATION IS A HALLMARK OF HALE PROGRAMMING FEATURED IN ANNUAL HOLIDAY LANTERN TOURS OF THE VILLAGE AND THE UNDERGROUND RAILROAD EDUCATION PROGRAM. HARVEST FESTIVAL IS ANOTHER ANNUAL EVENT DRAWING THOUSANDS OF VISITORS PARTICIPATING IN HARVEST SEASON ACTIVITIES. HALE INCREASINGLY CONSIDERS THE CONNECTION BETWEEN ENTREPRENEURSHIP AND SUSTAINABILITY IN ITS PROGRAMS. STUDENT EDUCATION PROGRAMS TEACH THE PRINCIPLES OF ECONOMICS IN EVERYDAY LIFE BY EXPLORING THE ROOTS OF ENTREPRENEURSHIP IN NORTHEAST OHIO AND CONSIDERING WISE USE OF LIMITED RESOURCES. THE PHRASE "COME HOME TO HALE" APTLY DESCRIBES THE VISITOR EXPERIENCE AT HALE FARM & VILLAGE WHERE ONE MAY CONNECT WITH THE PAST AND FIND ITS RELEVANCE FOR THE PRESENT AND THE FUTURE.
OTHER PROPERTIES SHANDY HALL IS AN 1815 HOME ON 115 ACRES OF LAND IN ASHTABULA COUNTY, AND CONSISTS OF A MAIN HOUSE AND SEVERAL OUTBUILDINGS. THE HOME WAS OCCUPIED BY SEVEN GENERATIONS OF THE SAME FAMILY AND CONTAINS ORIGINAL FURNISHINGS. THE SITE IS OPEN TO THE PUBLIC FOR TOURS BY APPOINTMENT ONLY. LOGHURST, IN MAHONING COUNTY, SITS ON 7.5 ACRES AND INCLUDES A CIRCA 1805 LOG HOUSE, BELIEVED TO BE THE OLDEST SUCH STRUCTURE IN NORTHEAST OHIO. WRHS ENJOYS A CO-STEWARDSHIP ARRANGEMENT WITH THE CANFIELD HERITAGE FOUNDATION TO OPERATE THE SITE ON A SEASONAL BASIS. HANDYSIDE HOUSE IS A VICTORIAN-STYLE CENTURY HOME LOCATED IN BEDFORD, OHIO. THE PROPERTY IS LISTED IN THE NATIONAL REGISTER OF HISTORIC PLACES.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Kelly Falcone-Hall President & | Officer | 35 | $136,908 |
Glenn Anderson Jr Sr VP Advanc | 35 | $114,000 | |
Hilary Frank Beatrez CFO | Officer | 35 | $90,103 |
Cynthia G Bruml Vice Chair | OfficerTrustee | 2 | $0 |
Anthony J Constantine Treasurer | OfficerTrustee | 2 | $0 |
Peter Kelley Board Chair | OfficerTrustee | 5 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
The Cornice Co Construction | 6/29/20 | $635,035 |
F Buddie Contracting Ltd Construction | 6/29/20 | $304,739 |
The Cornice Co Construction | 6/29/20 | $635,035 |
F Buddie Contracting Ltd Construction | 6/29/20 | $304,739 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $6,111,021 |
Investment income | $299,459 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $4,296 |
Net Rental Income | $131,371 |
Net Gain/Loss on Asset Sales | $1,889,867 |
Net Income from Fundraising Events | $34,400 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $38,872 |
Miscellaneous Revenue | $0 |
Total Revenue | $9,269,565 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $227,011 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $1,741,277 |
Pension plan accruals and contributions | $39,257 |
Other employee benefits | $222,774 |
Payroll taxes | $127,061 |
Fees for services: Management | $0 |
Fees for services: Legal | $23,222 |
Fees for services: Accounting | $22,500 |
Fees for services: Lobbying | $36,000 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $60,157 |
Office expenses | $376,669 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $702,444 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $14,176 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $1,195,564 |
Insurance | $122,146 |
All other expenses | $0 |
Total functional expenses | $5,192,473 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $84,812 |
Savings and temporary cash investments | $2,693,632 |
Pledges and grants receivable | $937,197 |
Accounts receivable, net | $22,620 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $96,321 |
Prepaid expenses and deferred charges | $28,948 |
Investments—publicly traded securities | $19,921,615 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $7,237,354 |
Total assets | $45,747,344 |
Accounts payable and accrued expenses | $131,293 |
Grants payable | $0 |
Deferred revenue | $702,240 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $600,197 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $1,109,502 |
Total liabilities | $2,543,232 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Total liabilities and net assets/fund balances | $43,204,112 |
Over the last fiscal year, we have identified 3 grants that Western Reserve Historical Society has recieved totaling $37,500.
Awarding Organization | Amount |
---|---|
Dean And Carol Mueller Family Foundation Avon Lake, OH PURPOSE: GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $25,000 |
Hillier Family Foundation Akron, OH PURPOSE: PHILANTHROPIC | $10,000 |
Ruth & Elmer Babin Foundation Beachwood, OH PURPOSE: CHARITABLE | $2,500 |
Beg. Balance | $15,813,437 |
Earnings | $4,185,946 |
Admin Expense | $35,219 |
Net Contributions | $2,958 |
Other Expense | $811,680 |
Ending Balance | $19,155,442 |
Organization Name | Assets | Revenue |
---|---|---|
Franklin County Historical Society Columbus, OH | $23,539,656 | $19,471,266 |
Historical Society Of Western Pennsylvania Pittsburgh, PA | $61,152,096 | $7,849,869 |
Indiana Historical Society Indianapolis, IN | $152,627,726 | $15,739,974 |
Sunset Memorial Park Association North Olmsted, OH | $79,187,854 | $7,193,716 |
Historic Landmarks Foundation Of Indiana Inc Indianapolis, IN | $92,679,775 | $11,879,556 |
Cuyahoga Valley Preservation And Scenic Railway Association Peninsula, OH | $11,093,810 | $8,580,241 |
Western Reserve Historical Society Cleveland, OH | $45,747,344 | $9,269,565 |
Stan Hywet Hall & Gardens Inc Akron, OH | $11,720,685 | $5,111,685 |
Eastern State Penitentiary Historic Site Inc Philadelphia, PA | $22,218,980 | $7,181,696 |
Arlington Memorial Gardens Assoc Inc Cincinnati, OH | $20,107,883 | $6,307,939 |
Hudson Library & Historical Society Hudson, OH | $7,551,433 | $4,693,628 |
Old Tiger Stadium Conservancy Detroit, MI | $90,494 | $3,111,920 |