P.O.Box 748
Lexington KY 40588
Contact Information
Address P.O.Box 748
Lexington, KY 40588
Phone (859) 721-5678
Contact Name Foster Ockerman, Jr.
At A Glance
Other ways to donate, support, or volunteer Donate online by send a check to the mailing address.  Volunteer and intern opportunities and for Lexington history questions email: info@lexhistory
Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Mission Statement

The LexHistory engages all people in the discovery and interpretation of the history of Lexington, Ky., and the Bluegrass Region.

Background Statement


The Lexington History Museum is a 501(c)3 not-for-profit organization. The Lexington History Museum engages all people in the discovery and interpretation of the history of Lexington, Ky. and the Bluegrass Region. Incorporated in 1998, the Lexington History Museum, Inc. opened in the former Fayette County Courthouse in October 2003 in a partnership with the Lexington Fayette Urban County Government.  In 2016 we opened new offices in the Square and started presenting exhibits on Gallery HOP in 2017.  Visit www.LexHistory.org to tour our virtual 3D museum.

Impact Statement
Top accomplishments last year:
Launched Kentucky's first 3D Virtual Museum with fully navigable content; first newsletters in five years, exhibits at Gallery HOP; secured long term lease
Goals for this year:
Identify future exhibit hall; finish reinventory of collections
Needs Statement
1.  $50,000 additional operating funds
2.  $5,000 to acquire new 3D camera
3.  Stonger volunteer corp
4.  new exhibit hall
CEO/Executive Director Statement

Not many museums survive the lost of their building.  We have.  This year we published the first newsletters in years, opened new exhibits, created Kentucky first and only 3D Virtual Museum and started a new intern program.

                                                         Foster Ockerman, Jr., J.D.
                                                         President & Chief Historian
Board Chair Statement
I am proud to serve as Board chair for the Lexington History Museum, and to follow the wonderful leadership provided by my successors, the late Dr. Thomas D. Clark and the late Dr. James Glenn and others.  As with most non-profit organizations, our major challenge is funding an adequate operating budget that allows our staff and volunteers to work their magic in mounting interesting, informative, and entertaining exhibits interpreting aspects of our community's rich heritage.
                                                Jim Dickinson
Service Categories
Secondary Organization Category Education / Educational Services
Tertiary Organization Category Unknown /
Geographic Areas Served
Fayette County
The history of Lexington, Ky., is bound tightly to that of Kentucky and the nation. As the first major settlement west of the Allegheny Mountains, Lexington served as a gateway to the nation's future expansion. European Americans, Free Blacks, enslaved African Americans, and Native Americans contributed to the development of the community in times of peace and of conflict. The impact of Lexington's history is not limited to Fayette County, but includes the state, nation, and world.
Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact. Our goal is to preserve, protect and present the history of Lexington.
StrategiesHelpWhat are the organization's strategies for its stated long-term goals?

1. We need to increase the number of programs offered by LexHistory to appeal to a large audience.

2. Increase our publicity for event, exhibits, and programs

3. Increase our fundraising to include not only operating and educational program funds but also to create a  building fund 
4.  To work more closely with other area historic sites and partners
CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals?

We have a wonderful if small staff and volunteer group that go above and beyond to make even the most impossible ideas happen.

We have cut our operating budget by limited our overhead, to allow us to put more of our admittedly limited resources into our programming.

We are working hard to build relationship with other historic sites, LFUCG,  the Public Library, UK and the Lyric Theatre.
We have grown our Social media to better connect us with our community. 
IndicatorsHelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact?

 1. increased number of people served by our programming

2.  increase the number of event, program and exhibit partners

3. meeting our fundraising goals 
ProgressHelpWhat has and hasn’t been accomplished so far? Our progress in 2016 and 2017 has been nothing short of amazing and will be reviewed in the fall of 2017.
Board Chair
Board Chair Mr. Jim Dickinson
Company Affiliation Commonwealth of Kentucky
Term July 2015 to June 2018
Board Members
Mr. Stephen G. Amato McBrayer McGinnis Leslie & Kirkland PLLCVoting
Mr. William Ambrose Dupree Mutual FundsVoting
Mr Peter J.W. Brackeny Bunch & Brock, AttorneysVoting
Mr. Kent Masterson Brown AttorneyVoting
Mr. Brad Canon Retired UK professorVoting
Mr. Jim Dickinson Community volunteerVoting
Ms. Kelly Johns StablemateCreativeVoting
Dr. Patrick A. Lewis PhDKentucky Historical SocietyVoting
Mr Burl McCoy Community VolunteerVoting
Mr Barry McNees Lexington Distillery DistrictVoting
Mr Andy Mead Community VolunteerVoting
Deirdre Scaggs UK Special CollectionsVoting
Ms. Cathy Schenck Keeneland AssociationVoting
Mr Christopher Snow Fayette County History TeacherVoting
Mr. William Swinford Community volunteerVoting
Mr. Preston C. Worley McBrayer, McGinnis, Leslie& Kirkland, PLLCNonVoting
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 14
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 5
Female 10
Unspecified 0
Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 75%
Written Board Selection Criteria? No
Written Conflict of Interest Policy? Under Development
Percentage Making Monetary Contributions 80%
Percentage Making In-Kind Contributions 20%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 6
Board Co-Chair
Board CoChair Mr.
Term July 2011 to July 2014
Standing Committees
Capital Campaign
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Human Resources / Personnel
Program / Program Planning
CEO Comments We are blessed with an active board that takes its governance role seriously and works well both within the board as well as with staff and volunteers.
CEO/Executive Director
Executive Director Foster Ockerman Jr
Term Start Mar 2016
Email director@lexhistory.org

Foster Ockerman, Jr., has an AB in History from the University of North Carolina and a Doctor of Jurisprudence from the UK College of Law.  He has written four history books and is researching a fifth for the History Press.  A founding trustee of the Museum, he changed roles in 2016.

Full Time Staff 0
Part Time Staff 1
Volunteers 12
Contractors 0
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 1
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 1
Female 0
Unspecified 0
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Quarterly
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Quarterly
CEO Comments
Museum management operates on a transparent basis. The financial, board,  and employee records are open to the public during business hours.
Description The Edward T. Houlihan III Bluegrass History Fair is a fun and exciting learning experience.  This event fosters a love of history, develops public speaking skills, and teaches valuable research skills. The event is open to 5th grade student in Fayette and the surrounding counties, both public and private schools. Each participating schools holds and in-school fair, with Lexhistory's aid if needed, and then the top winners for each school move on to the Edward T. Houlihan III Bluegrass History Fair.  This event meets several Kentucky Core Content Academic Standards.
Budget $1000
Category Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Children and Youth (0 - 19 years), K-12 (5-19 years),
Program Long term Success In the 8 years that the program has been active it has reached more than 800 students at the overall fair and roughly 10,000 students at their in-school fairs.  One winner went on to write a book about his project!
Description Lexhistory offers a variety of educational programs to the schools at no cost to them.  These programs are designed at the request of teachers to aid them in make history more real for their students. We currently offer 6 programs, but more are developed as needed based on teacher requests.  Topic covered include but are not limited to Native Americans in Kentucky, Colonial life, Civil War in Lexington, and Understanding Sources.  
Budget $4000
Category Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served K-12 (5-19 years), ,
Program Long term Success

We are seeing a growing number of new teachers taking advantage of our programming. 

We have seen the teachers come back to us year after year for these and new programs. 

We have served more than 15,000 kids in 6 years 
Description These are small case displays placed around downtown Lexington to form a walking tour of Lexington's history.  They are set up in businesses, offices, city hall, with the goal of reaching people who might not come to a full scale exhibit.  They topics are rotated twice a year. 
Budget $2000
Population Served , ,
Description We maintain a semi-permanent exhibit in our offices at The Square and offer changing exhibits every other month during Gallery HOP.
Budget $100,000
Population Served , ,
Program Comments
CEO Comments

LexHistory is in a development period.  We are working to expand out programming.  Are goal is to have something for everyone.  Expect to see our program options double over the next five years. 

Plans & Policies
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Aug 2014
Management Succession Plan? Under Development
Organization Policy and Procedures Under Development
Nondiscrimination Policy Under Development
Whistleblower Policy No
Document Destruction Policy No
American Association of Museums - Member2010
Commerce Lexington2010
Member Downtown Lexington Corporation2010
Gold AddyLexington Advertising Club2009
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start Jan 01, 2017
Fiscal Year End Dec 31, 2017
Projected Revenue $75,000.00
Projected Expenses $75,000.00
Endowment Value $6,000.00
Spending Policy N/A
Detailed Financials
Expense Allocation
Fiscal Year201520142013
Program Expense$14,966--$37,959
Administration Expense$11,810--$16,983
Fundraising Expense$0--$1,858
Payments to Affiliates------
Total Revenue/Total Expenses2.22--0.65
Program Expense/Total Expenses56%--67%
Fundraising Expense/Contributed Revenue0%--5%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$8,050--$10,063
Current Assets$1,791--$10,063
Long-Term Liabilities$0--$13,592
Current Liabilities$3,500----
Total Net Assets$4,550--($3,582)
Form 990s
2015 Form 990
2014 Form 990
2013 990 2013
2013 990 2013
2012 990 2012
2011 990 2011
2010 990 2010
2009 990
2008 Form 990
2007 Form 990
2006 Form 990
Audit Documents
2015 Audit 2015 (most recent0
Capital Campaign
Currently in a Capital Campaign? No
State Registration Yes
CEO Comments
Statements and other data are open to the public during business hours.  Extension has been filed for 2016 990.
Address P.O.Box 748
Lexington, KY 40588
Primary Phone 859 721-5678
Contact Email info@lexhistory.org
CEO/Executive Director Foster Ockerman Jr
Board Chair Mr. Jim Dickinson
Board Chair Company Affiliation Commonwealth of Kentucky