2024-10-18T15:23:05-05:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2023-01-01 310585917 DAYTON SOCIETY OF NATURAL HISTORY DAYT 9372757431 2600 DEWEESE PARKWAY DAYTON OH 45414 MICHAEL WESTENDORF CHIEF FINANCIAL OFFICER 9372757431 2024-10-18 1 0 APRIL CAULFIELD P01949369 9373992000 2024-09-25 2023 2024-10-15 13:58:12Z TRACEY TOMME 2600 DEWEESE PARKWAY DAYTON OH 45414 11444551 0 X WWW.BOONSHOFTMUSEUM.ORG X 1952 OH THE MISSION OF THE DAYTON SOCIETY OF NATURAL HISTORY IS TO CREATE AND PROVIDE MEANINGFUL AND ENTERTAINING LEARNING EXPERIENCES FOR CURIOUS MINDS TO ENGAGE WITH NATURAL HISTORY, SCIENCE, AND NATURE WHILE HONORING AND PRESERVING COLLECTIONS FOR FUTURE GENERATIONS. 21 21 111 169 18590 0 2716484 3325925 1376834 1753486 910592 1310451 110082 131189 5113992 6521051 0 0 0 0 2562449 2814625 0 0 292079 1849928 2110814 4412377 4925439 701615 1595612 18633500 20188506 628770 698160 18004730 19490346 THE MISSION OF THE DAYTON SOCIETY OF NATURAL HISTORY IS TO CREATE AND PROVIDE MEANINGFUL AND ENTERTAINING LEARNING EXPERIENCES FOR CURIOUS MINDS TO ENGAGE WITH NATURAL HISTORY, SCIENCE, AND NATURE WHILE HONORING AND PRESERVING COLLECTIONS FOR FUTURE GENERATIONS. 0 0 3400291 1882985 THE DAYTON SOCIETY OF NATURAL HISTORY CREATES AND PROVIDES MEANINGFUL AND ENTERTAINING LEARNING EXPERIENCES FOR CURIOUS MINDS TO ENGAGE WITH NATURAL HISTORY, SCIENCE, AND NATURE WHILE HONORING AND PRESERVING COLLECTIONS FOR FUTURE GENERATIONS. DSNH'S OPERATION OF THE BOONSHOFT MUSEUM OF DISCOVERY AND SUNWATCH INDIAN VILLAGE/ARCHAEOLOGICAL PARK PROVIDED INTERACTIVE LEARNING EXPERIENCES FOR ABOUT 262,016 VISITORS, EDUCATING AND ENLIGHTENING THEM ABOUT THE WONDERS OF THE WORLD THROUGH SCIENCE. IN 2023 THE BOONSHOFT MUSEUM OF DISCOVERY HAD 197,371 MEMBER AND GUEST VISITS; 32,477 SCHOOL CHILDREN VISITED THE MUSEUM; THE EXHIBITS-TO-GO PROGRAM REACHED 26,155; AND 6,013 VISITED SUNWATCH INDIAN VILLAGE/ARCHAEOLOGICAL PARK. 3400291 1 1 0 1 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 18 0 1 111 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9372757431 2600 DEWEESE PARKWAY DAYTON OH 45414 JASON TRIMBACH CHAIR 2.00 X X 0 0 0 JANET WIRTH VICE CHAIR 2.00 X X 0 0 0 GREGORY HOFFBAUER TREASURER 2.00 X X 0 0 0 CARISSA ROSS SECRETARY 2.00 X X 0 0 0 STEPHANIE ADAMS-TAYLOR TRUSTEE 2.00 X 0 0 0 CHERYL ENNIS TRUSTEE 2.00 X 0 0 0 NORA STANG TRUSTEE 2.00 X 0 0 0 DIANA FEATHERSTONE TRUSTEE 2.00 X 0 0 0 YASMEEN SOIN TRUSTEE 2.00 X 0 0 0 MICHAEL STEMEN TRUSTEE 2.00 X 0 0 0 PAT MCDONALD TRUSTEE 2.00 X 0 0 0 GLEN MCMURRY TRUSTEE 2.00 X 0 0 0 SHAWN FARRELL TRUSTEE 2.00 X 0 0 0 STEVE HESS TRUSTEE 2.00 X 0 0 0 MIA SPELLS TRUSTEE 2.00 X 0 0 0 JEFFREY TRZECIAK TRUSTEE 2.00 X 0 0 0 ERIN HOLDEN TRUSTEE 2.00 X 0 0 0 CHRISTOPHER JAMES TRUSTEE 2.00 X 0 0 0 K RICHARD NIEHOFF TRUSTEE 2.00 X 0 0 0 TERRY POSEY JR TRUSTEE 2.00 X 0 0 0 RALPH WILCOXSON II TRUSTEE 2.00 X 0 0 0 TRACEY TOMME PRESIDENT & CEO 40.00 X 187085 0 4278 MICHAEL WESTENDORF CFO 40.00 X 109000 0 9687 296085 0 13965 2 0 1 0 0 596047 91672 688547 1949659 3325925 PROGRAMS 900099 920402 920402 ADMISSIONS 900099 833084 833084 1753486 390372 390372 5439763 4487729 31955 952034 -31955 920079 920079 35851 91672 52751 -16900 -16900 474325 351065 123260 107670 15590 OTHER REVENUE 900099 24829 21829 3000 24829 6521051 1882985 18590 1293551 310050 232166 53068 24816 2096729 1570038 358877 167814 15996 11978 2738 1280 216166 161866 36999 17301 175684 131553 30070 14061 36428 5142 28363 2923 85078 85078 324421 45792 252599 26030 81273 68349 12924 271410 212800 36704 21906 229073 171805 57268 19866 16170 3696 16766 7116 8009 1641 549065 411799 137266 101935 76451 25484 REPAIRS AND MAINTENANCE 186937 122782 64155 MISCELLANEOUS 90665 66277 24388 PROGRAMS 37852 37234 618 PRINTING 35651 26738 8913 44394 24235 19394 765 4925439 3400291 1233069 292079 350527 132031 6694 106 186326 200000 57075 14631 77932 51172 84968 76358 26960776 20243116 6276135 6717660 11593843 12323001 0 673547 18633500 20188506 147434 186099 297584 385046 58301 47178 125451 79837 628770 698160 X 5115241 5964826 12889489 13525520 18004730 19490346 18633500 20188506 1595612 -123796 13800 0 X X 0 1 X 1 0 X 1506708 2543961 2849285 2716484 3325925 12942363 1990256 757142 1394513 1749471 2195333 8086715 3496964 3301103 4243798 4465955 5521258 21029078 47259 69031 54249 38130 58700 267369 0 47259 69031 54249 38130 58700 267369 20761709 330253 531930 523194 343365 390372 2119114 330253 531930 523194 343365 390372 2119114 145795 -18741 -18896 7929 116087 3827217 3978828 4748251 4790424 5919559 23264279 0.89240 0.88270 0.09110 0.10010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NET FUNDRAISING - 2020 AMOUNT: $ 29,586. 2021 AMOUNT: $ -20,025. 2022 AMOUNT: $ -41,276. 2023 AMOUNT: $ -16,900. OTHER INCOME - 2020 AMOUNT: $ 116,209. 2021 AMOUNT: $ 1,284. 2022 AMOUNT: $ 22,380. 2023 AMOUNT: $ 24,829. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 36427 0 0 36427 0 PART II-B, LINE 1: EFFORTS WERE DIRECTED TOWARD SECURING STATE OF OHIO FUNDING TO SUPPORT THE EXPANSION OF PROGRAMS. X X X X 0 0 1 X 11593843 1214236 400000 85078 12323001 13668205 16 -1536459 450000 87919 11593843 12192394 373 2017180 450000 91742 13668205 11941918 523 968804 695000 23851 12192394 10594760 2289120 919000 22962 11941918 1.00000 1 0 14624189 9624814 4999375 3286496 2590961 695535 9050091 8027341 1022750 6717660 OTHER LIABILITIES 79837 79837 X 6733793 -123796 17800 318738 212742 6521051 0 6521051 5248177 4000 318738 322738 4925439 0 4925439 PART III, LINE 4: THE COLLECTION CONTAINS OBJECTS OF BIOLOGICAL, GEOLOGICAL, AND ANTHROPOLOGICAL SIGNIFICANCE TO HONOR AND PRESERVE FOR FUTURE GENERATIONS. PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS FOR OTHER ORGANIZATIONS IN ESCROW. PART V, LINE 4: THE SOCIETY'S ENDOWMENT CONSISTS OF VARIOUS ENDOWMENT FUNDS CREATED TO SUPPORT THE MISSION AND VISION OF ENRICHING THE LIVES OF CHILDREN AND ADULTS THROUGH INTERACTIVE LEARNING AND EXPERIENCES. PART X, LINE 2: THE SOCIETY IS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE SOCIETY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE SOCIETY EVALUATES THE INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS FILED BY THE SOCIETY TO DETERMINE WHETHER A LIABILITY FOR UNCERTAIN TAX POSITIONS EXIST AND WHETHER A LIABILITY FOR SUCH UNCERTAIN POSITIONS SHOULD BE RECOGNIZED. THE SOCIETY IS EXEMPT FROM INCOME TAXES AND MANAGEMENT BELIEVES THE SOCIETY HAS NOT ENGAGED IN ANY ACTIVITIES THAT WOULD DISQUALIFY THEM FROM TAX-EXEMPT STATUS. THE SOCIETY DOES, HOWEVER, CONDUCT CERTAIN LIMITED ACTIVITIES SUBJECT TO TAXATION AS THEY ARE NOT SUBSTANTIALLY RELATED TO FURTHERING THE SOCIETY'S MISSION AND ARE CONSIDERED UNRELATED BUSINESS INCOME. TAXES ON UNRELATED BUSINESS INCOME ARE PAID IN ACCORDANCE WITH THE INTERNAL REVENUE CODE. NO ACCRUAL HAS BEEN PROVIDED BECAUSE THE AMOUNT OF TAX DUE IS IMMATERIAL. THE SOCIETY'S POLICY WITH REGARDS TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE SOCIETY'S TAX PROVISION AND TAX-EXEMPT STATUS, INTERPRETATIONS AND TAX PLANNING STRATEGIES WERE CONSIDERED. THE SOCIETY BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES - MERCHANDISE 351,065. SPECIAL EVENTS - DIRECT EXPENSES 52,751. INVESTMENT FEES -85,078. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES - MERCHANDISE 351,065. SPECIAL EVENTS - DIRECT EXPENSES 52,751. INVESTMENT FEES -85,078. BASH 109353 73502 35851 39704 2150 10863 ABC 18170 18170 34 127523 91672 35851 39704 2150 10897 52751 -16900 OH 0 THE ORGANIZATION CONDUCTS A RAFFLE IN CONJUNCTION WITH ITS ANNUAL GALA EVENT. PURSUANT TO OHIO REVISED CODE SECTION 2915 092, A CHARITABLE ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SUBSECTION 501(A) AND IS DESCRIBED IN SUBSECTION 501(C)(3) OF THE INTERNAL REVENUE CODE MAY CONDUCT A RAFFLE TO RAISE MONEY FOR THE ORGANIZATION AND DOES NOT NEED A LICENSE TO CONDUCT BINGO IN ORDER TO CONDUCT A RAFFLE DRAWING THAT IS NOT FOR PROFIT. 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 TRACEY TOMME PRESIDENT & CEO 170585 0 16500 0 0 0 3762 0 516 0 191363 0 0 0 MICHAEL STEMEN TRUSTEE AND FORMER CFO OF RIECK (SERVICE PROVIDER) 434027 TRUSTEE AND FORMER CFO OF RIECK (SERVICE PROVIDER) 0 X 175 0 NO APPRAISAL X 10 0 NO APPRAISAL 0 1 0 PART I, COLUMN (B): THE MUSEUM ACCESSIONED 175 ETHNOGRAPHIC OBJECTS INTO ITS ANTHROPOLOGY COLLECTION AND 10 SPECIMENS INTO ITS BIOLOGY (5) AND GEOLOGY (5) COLLECTIONS. THESE ITEMS WERE RECEIVED TO PRESERVE AND PROTECT FOR FUTURE GENERATIONS AND WILL NOT BE RESOLD; THEREFORE, THEY WERE NOT APPRAISED OR HAVE ANY VALUE ALLOCATED TO THEM. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON WHO IS IN SYMPATHY WITH THE MISSION OF THE SOCIETY IS ELIGIBLE FOR MEMBERSHIP. MEMBERSHIPS ARE VALID FOR ONE YEAR. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING HELD EACH YEAR IN JANUARY, BOARD MEMBERS ELECT FIVE TRUSTEES FOR A TERM OF THREE YEARS EACH, PLUS FOUR TRUSTEES FOR A TERM OF ONE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO AND THE CHIEF FINANCIAL OFFICER BEFORE IT IS FILED WITH THE IRS. IN ADDITION, A COPY IS PROVIDED TO MEMBERS OF THE BOARD FOR THEIR REVIEW AND REVISIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS THEY OCCUR. THESE ARE THEN REVIEWED BY THE EXECUTIVE COMMITTEE FOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT AND CEO IS BASED ON A COMBINATION OF EDUCATION AND EXPERIENCE AS THEY RELATE TO THE FIELD AND THE SALARY SCALE OF THE MUSEUM. RAISES ARE IN THE FORM OF COST OF LIVING INCREASES WHICH ARE EXTENDED TO ALL STAFF AT THE SAME PERCENTAGE. THE PRESIDENT AND CEO IS ELIGIBLE FOR A PERFORMANCE BONUS OF UP TO 15% OF THEIR SALARY. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ASSESSMENT OF THE PERFORMANCE OF THE PRESIDENT AND CEO BASED ON PARAMETERS THAT HAVE BEEN SET PRIOR TO OR EARLY IN THE FISCAL YEAR TO DETERMINE THE PORTION OF THE PERFORMANCE BONUS, IF ANY, TO BE ALLOCATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.