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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Western Reserve Historical Society

History. . .take it personally

four stars

91.24

10825 East Boulevard Cleveland, OH 44106
tel: (216) 721-5722   Web Site
EIN: 34-0714724

Board Leadership
Peter Kelley
Chair

CEO
Kelly Falcone-Hall
CEO

  Score
(out of 100)
Rating
Overall Score & Rating 91.24 four stars
  Financial 89.79 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 09/01/2020 and includes data from FY2019, the most recent 990 received at that time.

The Western Reserve Historical Society (WRHS) was founded in 1867 to preserve and present the history of all of the people of Northeast Ohio. Today, it is the largest privately supported regional historical society in the nation. WRHS exists to collect, preserve and present Northeast Ohio history and make this history accessible to audiences of all ages through exhibitions and programs that explore the heritage of this region. The Society's main campus in University Circle houses the History Museum, the Archives/Library, the Crawford Auto-Aviation Museum and Chisholm Halle Costume Wing.

The Western Reserve Historical Society (WRHS) was founded in 1867 to preserve and present the history of all of the people of Northeast Ohio. Today, it is the largest privately supported regional historical society in the nation. WRHS exists to collect, preserve and present Northeast Ohio history and make this history accessible to audiences of all ages through exhibitions and programs that explore the heritage of this region. The Society's main campus in University Circle houses the History Museum, the Archives/Library, the Crawford Auto-Aviation Museum and Chisholm Halle Costume Wing.

Financial

three stars

89.79

Accountability & Transparency

four stars

93.00

This rating was published 09/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
80.0%
  Administrative Expenses 14.1%
  Fundraising Expenses 5.7%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 3.59
  Program Expenses Growth 1.7%
  Liabilities to Assets 4.4%
All data for Financial Performance Metrics calculations was provided by Western Reserve Historical Society on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Western Reserve Historical Society on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Western Reserve Historical Society (OH) 91.24 four stars
Rhode Island Historical Society (RI) 86.90 three stars
Oregon Historical Society (OR) 93.53 four stars
Brooklyn Historical Society (NY) 89.85 three stars
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 90.75 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,951,946
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $165,000
   Related Organizations $0
   Government Grants $223,664
Total Contributions $3,340,610
   Program Service Revenue $1,315,867
Total Primary Revenue $4,656,477
   Other Revenue $1,287,387
TOTAL REVENUE $5,943,864
   
EXPENSES  
   Program Expenses $5,107,820
   Administrative Expenses $935,706
   Fundraising Expenses $347,817
TOTAL FUNCTIONAL EXPENSES $6,391,343
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-447,479
   
Net Assets $37,836,201

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
History Library and Museums $3,538,389 69.3%
Hale Farm and Village $1,458,675 28.5%
Other Properties $110,756 2.2%

Ratings History
Western Reserve Historical Society has received 6 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 09/01/2020 91.24 four stars
2018-06 06/01/2019 93.03 four stars
2017-06 08/01/2018 94.12 four stars
2016-06 07/01/2017 95.77 four stars
2015-06 10/01/2016 95.87 four stars
2014-06 06/01/2016 93.06 four stars
 
CN 2.0
2014-06 11/01/2015 88.10 three stars
2013-06 12/22/2014 90.66 four stars
2012-06 10/01/2013 94.71 four stars
2011-06 08/01/2012 84.15 three stars
2010-06 09/20/2011 80.84 three stars
 
CN 1.0
2009-06 09/01/2010 64.43 one star
2007-09 02/01/2009 58.44 one star
2006-09 12/01/2007 65.69 one star
2005-09 12/01/2006 62.26 one star
2004-09 01/01/2006 68.17 one star
2003-09 02/01/2005 75.37 two stars
2002-09 01/01/2004 75.10 two stars
2001-09 02/05/2003 79.36 two stars
2000-09 10/15/2002 82.04 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 34-0714724
Name in IRS Master File WESTERN RESERVE HISTORICAL SOCIETY
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (62) Historical site, records or reenactment
(61) Library
(60) Museum, zoo, planetarium, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1940
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$163,601 2.55% Kelly Falcone-Hall President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Western Reserve Historical Society (OH) 91.24 four stars
The Massachusetts Historical Society (MA) 89.33 three stars
Vietnam Veterans Memorial Fund (VA) 85.92 three stars
Rhode Island Historical Society (RI) 86.90 three stars
Maryland Center for History and Culture (MD) 87.74 three stars

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Charity Contact Info

Western Reserve Historical Society
10825 East Boulevard
Cleveland, OH 44106
tel: (216) 721-5722
EIN: 34-0714724

Visit Web Site

Board Leadership

Peter Kelley
Chair

CEO

Kelly Falcone-Hall
CEO

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