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STATE FUNDING UPDATE
FINANCIAL OVERVIEW
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State Funding Update
The Ohio Historical Society, like nearly all organizations that receive significant funding from the
State of Ohio, is dealing with major state funding reductions. As part of its efforts to deal with
current and potential reductions in state funding, the Society is seeking to inform our constituents
about our funding situation and to obtain their thoughts and suggestions through a variety of
mechanisms: public meetings, phone calls, letters, e-mails, etc.
Click on any of the buttons on the left side of this screen for information about the Society's
services,
its funding situation and ways you can express your opinion.
We urge you to familiarize yourself with the information and make your voice heard on
behalf of your Ohio Historical Society! Check out the latest press releases issued by
Society.
OHS will update this information periodically, so visit this section of the website often. You can
also sign up to receive e-mail updates about our budget situation by
clicking here.
News Update - June 27
STATE OPERATING BUDGET INCLUDES ADDITIONAL FUNDING FOR MOST SITES; SHORTFALL REMAINS FOR OTHER
SOCIETY OPERATIONS
Governor Bob Taft signed into law Amended Substitute House Bill 95, the biennial
appropriations bill, which includes the Society's operating subsidies for the period July 1, 2003 -
June 30, 2005. The final "budget bill", signed on June 26, appropriated $13,423,356 for OHS ongoing operations in FY2004
with similar funding for FY2005. That amount represents an increase of $1.5 million over final FY2003
appropriations, $1.3 million over the Governor's initial recommendations, $2 million over the House
recommendations, but $250,000 less than the Senate recommendations. It is $1.7 million under the
total request that the Society had made to the Senate.
Nonetheless, the budget appropriations are both helpful and greatly appreciated. In particular,
funding for most site operations was increased, with the exception of the National Afro-American
Museum and Cultural Center and the Hayes Presidential Center, which are funded separately from other
OHS site operations. Funding for other OHS programs, however, remained stable or was decreased.
Unfortunately, OHS will be forced to reduce staff, programs and activities. In particular, funding is
insufficient for the portions of the Society's budget that support Archives/Library, historic
preservation, local history, and museum collections management functions. Reductions will be
necessary in all of these areas.
Click here for a detailed comparison of the Society's subsidy levels throughout the budget process,
including levels proposed by the Executive branch, Ohio House of Representatives, Ohio Senate and the
final budget allocations. Click here for a graph that summarizes Society state operating subsidy in
FY 2000 - FY 2003, along with FY 2004/2005 recommendations of the Governor, House, Senate, and final
budget bill.
Highlights of the final budget (figures compare the budget allocations to final FY2003 appropriations)
include:
- The bill provides a $1.6 million increase to OHS budget line 360-502, which supports most OHS site
operations. This funding will enable OHS to maintain current site hours and expanded operations at
newly enhanced facilities (e.g. Adena in Chillicothe and Fort Meigs in Perrysburg). The budget
earmarks $2.2 million in FY 2004 and $1.55 million in FY 2005 to benefit historical organizations and
activities other than OHS. This funding is not included in the $13.4 million allocated of OHS ongoing
operations.
- Funding earmarked for the National Afro-American Museum (NAAMC) and the Hayes Presidential Center
(Hayes) was appreciably below requested levels. The $778,231 for NAAMC is $137,000 less than the
final FY2003 appropriation and is less than any year since 1987. The $524,981 for Hayes is $93,000
less than final FY2003 and is less than any year since 1997.
- The budget provides level funding for OHS budget line 360-501, which support the Society's general
operations (including Archives-Library, Local History Office, and museum collections management
functions). State funding for these operations is now less than any year since 1995.)
- Funding for the Society's historic preservation activities will decrease by $50,000 each year.
Direct state funding for the Ohio Historic Preservation Office is now less than any year since
1997.
- The budget directs that licensing proceeds from the sale of Ohio bicentennial merchandise be
placed in the General Fund. After "capturing" the first $100,000 to defray costs associated with the
wrap-up of the Bicentennial Commission, $200,000 in FY 2004 and $150,000 in FY 2005 will be allocated
to OHS to help defray the increased operating costs at Adena State Memorial in Ross County. These
figures are based on estimated revenues and are in no way intended to be a guaranteed funding
level.
- The budget also revises sections of the state code in ways that will allow the Society to generate
additional non-state revenues. These include the following:
- The Society can recover the true costs of production and distribution (not to exceed 110 percent
of the total cost of publication) for its periodicals that it provides to public libraries.
- OHS can charge reasonable "market prices" for educational materials (not to exceed 110% of the
total cost of preparation and delivery).
- The Society's archives administration can establish a fee schedule (which may include the cost of
labor) for researching, retrieving, copying and mailing copies of public records in the state
archives. The Society's Board of Trustees must approve the fee schedule.
The budget bill also includes other recommendations regarding the Society's working relationship with
the State of Ohio. In particular, the Society will continue to provide information about its site
operations to the legislature and work with state lawmakers to avert the need to alter operational
plans at sites. The Governor vetoed a section of the budget bill that would have expanded the
authority of the Inspector General by placing OHS, along with the five Ohio retirement systems and the
Ohio Retirement Study Council, under the agency's purview. The Governor said the oversight was not
necessary given the provisions already in place by the Board of Trustees, Auditor of State, Ohio
Attorney General, federal Internal Revenue Service and the state ethics law as enforced by the Ohio
Ethics Commission.
We very much appreciate the volumes of letters, postcards and e-mails recently addressed and delivered
to key government officials in our behalf from members, supporters and friends of the Society; they
were noticed.
News Update - June 23
BUDGET SIGNED BY LEGISLATURE, FORWARDED TO GOVERNOR FOR SIGNATURE
Compared to many state agencies and organizations that receive state dollars to fund operations,
the Ohio Historical Society fared relatively well in the State of Ohio budget for the biennium
that begins July 1. The budget, as passed by the Ohio General Assembly, has been forwarded
to the Governor, who is expected to sign it before the July 1 deadline.
Legislators clearly indicated that they want to maintain public access to our system of more than 60
sites throughout the two-year period of the budget. We are grateful for the support from the General
Assembly for the site system. We are now analyzing the entire budget allocation, which still falls
short of what the Society needs to fund current levels of other programs and services.
We reasonably anticipate that we will have to make some additional reductions in the weeks ahead.
Updates will be posted on this site as decisions are made about finalizing and implementing the
budget.
We very much appreciate the volumes of letters, postcards and e-mails recently addressed and delivered
to key government officials in our behalf; they were noticed.
News Update - June 5:
Senate Recommendations Provide Additional Funding; Shortfall Remains for Other Society
Operations
The Ohio Senate adopted its version of the FY 2004-2005 operating appropriations bill on June 5,
providing additional funding for the Ohio Historical Society over levels recommended by the Ohio House
of Representatives. The final state appropriations allocated to the Society for the next two years
now rests with a conference committee, which must produce a bill for the Governor to sign before July
1.
Click here
to learn more about the Senate recommendations and next steps in this process.
News Update - May 19:
SENATE DELIBERATING HOUSE VERSION OF BUDGET
The Ohio Historical Society announced it will be forced to make drastic cutbacks in jobs and public
services if additional funding is not made available. Click here
to learn about proposed changes in affected programs, sites and services.
News Update - April 24: OHIO HISTORICAL SOCIETY TESTIFIES BEFORE OHIO
SENATE
Today the Ohio Historical Society outlined implications of reduced state funding to its
statewide services, programs, and workforce. Click here to review
the
testimony as delivered by Executive Director Gary Ness and Trustee Nancy Dix.
News Update - April 9: OHIO HOUSE BUDGET WOULD FURTHER REDUCE OHS
STATE FUNDING
The Ohio House of Representatives passed its version of the state budget on April 9.
As passed, the Ohio Historical Society would be forced to make massive reductions in its
staff and programs. Click here to learn more about the budget and the
Society's reaction as the budget now begins its process through the Ohio Senate.
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