Form 990 for tax year 2022

Filed by MINNESOTA HISTORICAL SOCIETY.

Totals

Total revenue: $91,494,356
Total expenses: $65,750,419
Contributions and grants received: $77,323,366
Grants paid: $7,571,044
Program service revenue: $8,130,676
Investment income: $4,233,463
Other revenue: $1,806,851
Total assets, end of year: $312,635,056
Total liabilities, end of year: $9,591,039
Net assets or fund balances, end of year: $303,044,017
Program services expenses (Part IX): $51,664,856
Management and general expenses: $12,425,452
Fundraising expenses: $1,660,111
Program service expenses (Part III): $51,664,856

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$770,614
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$50,491,464
1f · All other contributions, gifts and grants

$26,061,288
1g · Noncash contributions included above

$251,279
2a · Program service revenue: Admissions

total $2,653,320 · related or exempt $2,653,320 · unrelated business $0 · excluded $0
2b · Program service revenue: Publications

total $1,763,655 · related or exempt $1,763,655 · unrelated business $0 · excluded $0
2c · Program service revenue: Contract Service Fees

total $1,530,448 · related or exempt $1,530,448 · unrelated business $0 · excluded $0
2d · Program service revenue: Museum Program Fees

total $940,313 · related or exempt $940,313 · unrelated business $0 · excluded $0
2e · Program service revenue: Memberships

total $512,908 · related or exempt $512,908 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $730,032 · related or exempt $506,929 · unrelated business $223,103 · excluded $0
3 · Investment income

total $2,697,999 · related or exempt $0 · unrelated business $0 · excluded $2,697,999
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7a · Gross sales of assets other than inventory

securities $23,905,368 · other assets $0
7b · Less cost or other basis and sales expenses

securities $22,369,904 · other assets $0
7c · Gain or loss

securities $1,535,464 · other assets $0
7d · Net gain or loss

total $1,535,464 · related or exempt $0 · unrelated business $0 · excluded $1,535,464
8a · Fundraising events: contributions included on line 1c

$0
10a · Gross sales of inventory

$2,403,354
10b · Cost of goods sold

$1,145,831
10c · Net income from sales of inventory

total $1,257,523 · related or exempt $1,257,523 · unrelated business $0 · excluded $0
11a · Other revenue: Event Services

total $549,328 · related or exempt $153,960 · unrelated business $395,368 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$549,328

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $7,571,044 · program services $7,571,044
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $691,643 · program services $209,544 · management and general $482,099 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $21,548,134 · program services $15,678,249 · management and general $4,937,222 · fundraising $932,663
8 · Pension plan contributions

total $1,327,239 · program services $970,232 · management and general $299,838 · fundraising $57,169
9 · Other employee benefits

total $5,311,999 · program services $3,875,479 · management and general $1,221,782 · fundraising $214,738
10 · Payroll taxes

total $1,590,148 · program services $1,135,593 · management and general $387,538 · fundraising $67,017
11a · Fees: management

total $174,010 · program services $174,010 · management and general $0 · fundraising $0
11b · Fees: legal

total $254,414 · program services $16,328 · management and general $229,664 · fundraising $8,422
11c · Fees: accounting

total $37,538 · program services $0 · management and general $37,538 · fundraising $0
11d · Fees: lobbying

total $50,000 · program services $0 · management and general $50,000 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $7,876,236 · program services $6,476,725 · management and general $1,322,021 · fundraising $77,490
12 · Advertising and promotion

total $607,793 · program services $51,783 · management and general $543,510 · fundraising $12,500
13 · Office expenses

total $1,392,734 · program services $1,190,475 · management and general $132,243 · fundraising $70,016
14 · Information technology

total $2,121,383 · program services $161,985 · management and general $1,951,903 · fundraising $7,495
15 · Royalties

total $134,084 · program services $134,084 · management and general $0 · fundraising $0
16 · Occupancy

total $5,428,121 · program services $5,305,989 · management and general $111,276 · fundraising $10,856
17 · Travel

total $367,842 · program services $315,150 · management and general $42,802 · fundraising $9,890
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $502,121 · program services $396,550 · management and general $25,110 · fundraising $80,461
20 · Interest

total $40 · program services $17 · management and general $23 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $2,754,685 · program services $2,648,156 · management and general $105,338 · fundraising $1,191
23 · Insurance

total $252,711 · program services $0 · management and general $252,711 · fundraising $0
24a · Other expenses: Printing and Binding

total $1,065,066 · program services $945,546 · management and general $19,544 · fundraising $99,976
24b · Other expenses: Equipment

total $1,037,087 · program services $992,306 · management and general $44,781 · fundraising $0
24c · Other expenses: Building & Improvements

total $876,482 · program services $869,503 · management and general $6,979 · fundraising $0
24d · Other expenses: Repairs

total $802,007 · program services $777,134 · management and general $24,873 · fundraising $0
24e · All other expenses

total $1,975,858 · program services $1,768,974 · management and general $196,657 · fundraising $10,227

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $6,503,947 · end of year $5,164,415
2 · Savings and temporary cash investments

beginning of year $4,691,666 · end of year $5,383,433
3 · Pledges and grants receivable

beginning of year $24,295,748 · end of year $30,186,956
4 · Accounts receivable

beginning of year $928,795 · end of year $922,529
8 · Inventories for sale or use

beginning of year $893,200 · end of year $1,103,103
9 · Prepaid expenses and deferred charges

beginning of year $732,157 · end of year $315,340
10a · Land, buildings and equipment: cost or other basis

$160,375,787
10b · Land, buildings and equipment: accumulated depreciation

$45,146,685
10c · Land, buildings and equipment, net

beginning of year $116,674,781 · end of year $115,229,102
11 · Investments: publicly traded securities

beginning of year $101,594,770 · end of year $132,771,182
12 · Investments: other securities

beginning of year $18,698,232 · end of year $21,147,729
15 · Other assets

beginning of year $404,335 · end of year $411,267
17 · Accounts payable and accrued expenses

beginning of year $6,001,642 · end of year $8,559,255
18 · Grants payable

beginning of year $0
19 · Deferred revenue

beginning of year $873,370 · end of year $1,031,784
25 · Other liabilities

beginning of year $0 · end of year $0
27 · Net assets without donor restrictions

beginning of year $142,110,098 · end of year $140,980,111
28 · Net assets with donor restrictions

beginning of year $126,432,521 · end of year $162,063,906

Mission and programs · 2022

Mission

Using the power of history to transform lives by preserving, sharing, and connecting. The Society preserves the evidence of the past and tells the stories of Minnesota's people. The Society provides opportunities for people of all ages to learn about the history of Minnesota, collects and cares for materials that document human life in Minnesota, makes them known and accessible to people in Minnesota and beyond, and encourages and executes research in Minnesota History.

Activities or mission (Part I)

Using the power of history to transform lives through educational initiatives, history exhibitions and programs, historic preservation, accessibility to a network of historic sites, publications of Minnesota historical content and archival services.

Historic Sites and Museums: MNHS operates 26 historic sites and museums throughout the state that allow people to access history through public programs and tours. Our network of sites saw more than 675,000 visitors in Fiscal Year 23, an increase of 46% over the previous year. In the summer of 2023, the Alexander Ramsey House reopened to the public for the first time in three years. Split Rock Lighthouse opened a new exhibit in May 2023, its most extensive programmatic update in a generation. The exhibit tells a more inclusive history of the lighthouse and Lake Superior from the perspectives of those who have lived there, including the Dakota, Ojibwe, French, and English.

Expenses $18,969,612 · Revenue $6,280,391
Education, Outreach, and Content Development: MNHS develops Minnesota history curriculum, provides teacher education, and coordinates the Minnesota History Day program. FY '23 saw a nearly 80% increase in education visitation as MNHS continues to focus on bringing school groups back into the History Center. More than 17,000 students from 150 schools across the state completed projects to participate in History Day last year. Minnesota continued its strong showing in the national competition, with 59 students representing our state and 13 projects finishing in the top ten of their category. Published by MNHS Press, Making Minnesota is a free activity book geared toward children in third through fifth grades, although it is appropriate for students- and adults-of all ages. More than 150,000 copies have been distributed since the book first became available in October 2022. Going Out, Coming In, a photographic exhibit at Mill City Museum, brought to life the sights, heart, and energy of Downtown Minneapolis's LGBTQIA+ community spaces from the 1940s to 2000. Our Native American Initiatives Department continues to work on building relationships and being an advocate for Native peoples across Minnesota and beyond. Six students learned about the museum field through our Native American Undergraduate Museum Fellowship, and two artists shared their understanding of Native art through the Native American Artist in Residence program.

Expenses $13,458,596 · Grants $28,000 · Revenue $2,022,718
Library and Collections: Our library and collections departments maintain and make available to the public the MNHS' collection of books, newspapers, maps, objects, photographs, works of art, oral history recordings, private manuscripts, and periodicals on Minnesota history. MNHS catalogs, restores, and digitizes documents and records to make them available for public use. The Minnesota Digital Newspaper Hub added 738,389 pages of both current and historic newspapers. With this boost in content, the Hub reached 5,545,548 pages in June 2023. Notable additions to the MNHS collections in FY23 include more than 250 pieces of original art and production materials from WA Fisher maps. MNHS also received seven pieces of late 19th and early 20th century MN art by Alexi Fournier, Cameron Booth, and other well-known MN artists thanks to an anonymous donation.

Expenses $9,994,044 · Revenue $1,634,418
Heritage Preservation: Our Heritage Preservation department provides technical assistance and grants for historic preservation, administers grant programs supporting projects in preservation and interpretation of Minnesota history, and administers the National Historic Preservation Act in Minnesota. In FY23, statewide preservation saw more than $6.0M awarded in Arts and Cultural Heritage Fund monies awarded through 161 Legacy grants to 140 organizations in 60 counties across Minnesota. These grants serve many purposes across the entire state, including historic preservation, education and programming, digital preservation, archaeology, exhibits, inclusion and community engagement, publications as well as several partnership agreements.

Expenses $9,242,604 · Grants $7,543,044

As filed on the 2022 return.

Listed in Part VII

S Kent Whitworth

Director & Chief Executive Officer

Total calculated

$286,796

From this org

$248,422

From related orgs

$0

Other

$38,374

Hours/week

40

Schedule J breakdown matched by us

Base

$248,422

Bonus

$0

Other

$0

Deferred

$14,824

Nontaxable benefits

$23,550

Filer's total

$286,796
Jennifer Pogatchnik

Chief Development Officer

Total calculated

$214,273

From this org

$179,551

From related orgs

$0

Other

$34,722

Hours/week

40

Schedule J breakdown matched by us

Base

$179,551

Bonus

$0

Other

$0

Deferred

$11,172

Nontaxable benefits

$23,550

Filer's total

$214,273
Fred Neher

Chief Financial Officer

Total calculated

$211,589

From this org

$177,013

From related orgs

$0

Other

$34,576

Hours/week

40

Schedule J breakdown matched by us

Base

$177,013

Bonus

$0

Other

$0

Deferred

$11,026

Nontaxable benefits

$23,550

Filer's total

$211,589
Jennifer Jones

Associate Executive Director

Total calculated

$207,920

From this org

$187,624

From related orgs

$0

Other

$20,296

Hours/week

40

Schedule J breakdown matched by us

Base

$187,624

Bonus

$0

Other

$0

Deferred

$11,689

Nontaxable benefits

$8,607

Filer's total

$207,920
Brenda Raney

Senior Director Preservation & Outreach

Total calculated

$188,561

From this org

$155,342

From related orgs

$0

Other

$33,219

Hours/week

40

Schedule J breakdown matched by us

Base

$155,342

Bonus

$0

Other

$0

Deferred

$9,669

Nontaxable benefits

$23,550

Filer's total

$188,561
Kevin Maijala

Senior Director Learning Initiatives

Total calculated

$188,531

From this org

$155,312

From related orgs

$0

Other

$33,219

Hours/week

40

Schedule J breakdown matched by us

Base

$155,312

Bonus

$0

Other

$0

Deferred

$9,669

Nontaxable benefits

$23,550

Filer's total

$188,531
Briana Joyner

Chief Human Resources & Inclusion Officer

Total calculated

$186,099

From this org

$153,023

From related orgs

$0

Other

$33,076

Hours/week

40

Schedule J breakdown matched by us

Base

$153,023

Bonus

$0

Other

$0

Deferred

$9,526

Nontaxable benefits

$23,550

Filer's total

$186,099
Brian Juntti

Chief Communications & Marketing Officer

Total calculated

$174,206

From this org

$141,829

From related orgs

$0

Other

$32,377

Hours/week

40

Schedule J breakdown matched by us

Base

$141,829

Bonus

$0

Other

$0

Deferred

$8,827

Nontaxable benefits

$23,550

Filer's total

$174,206
Anton Treuer

Board Member

Total calculated

$24,490

From this org

$24,490

From related orgs

$0

Other

$0

Hours/week

1
David Hakensen

President and Board Member

Total calculated

$0

Hours/week

1
Peter Reyes

Vice President and Board Member

Total calculated

$0

Hours/week

1
Thomas Forsythe

Treasurer

Total calculated

$0

Hours/week

1
Ford W Bell

Board Member

Total calculated

$0

Hours/week

1
Barbara Burwell

Board Member

Total calculated

$0

Hours/week

1
Grant Davis

Board Member

Total calculated

$0

Hours/week

1
Michael J Davis

Board Member

Total calculated

$0

Hours/week

1
M Mitchell Davis

Board Member

Total calculated

$0

Hours/week

1
Joanell Dyrstad

Board Member

Total calculated

$0

Hours/week

1
Richard E Engebretson

Board Member

Total calculated

$0

Hours/week

1
Michael Farnell

Board Member

Total calculated

$0

Hours/week

1
Stephanie L Fehr

Board Member

Total calculated

$0

Hours/week

1
Steven R Gibson

Board Member

Total calculated

$0

Hours/week

1
Jean Larson

Board Member

Total calculated

$0

Hours/week

1
Monica Little

Board Member

Total calculated

$0

Hours/week

1
Linda B Mona

Board Member

Total calculated

$0

Hours/week

1
Richard C Nash

Board Member

Total calculated

$0

Hours/week

1
Joseph Nayquonabe

Board Member

Total calculated

$0

Hours/week

1
Krista E O'Malley

Board Member

Total calculated

$0

Hours/week

1
Daniel Schmechel

Board Member

Total calculated

$0

Hours/week

1
John Tunheim

Board Member

Total calculated

$0

Hours/week

1
Noelle Turner

Board Member

Total calculated

$0

Hours/week

1
Benjamin Vander Kooi

Board Member

Total calculated

$0

Hours/week

1
Gwen Westerman

Board Member

Total calculated

$0

Hours/week

1
Warren Zaccaro

Board Member

Total calculated

$0

Hours/week

1
Phyllis Rawls Goff

Ex-Officio Board Member

Total calculated

$0

Hours/week

1
Tim Walz

Ex-Officio Board Member

Total calculated

$0

Hours/week

0
Peggy Flanagan

Ex-Officio Board Member

Total calculated

$0

Hours/week

0
Julie Blaha

Ex-Officio Board Member

Total calculated

$0

Hours/week

1
Keith Ellison

Ex-Officio Board Member

Total calculated

$0

Hours/week

0
Steve Simon

Ex-Officio Board Member

Total calculated

$0

Hours/week

0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Written employment contract
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

REGENTS UNIVERSITY OF MN

$339,226

Legacy Grant for Stories of the Opioid Crisis in Northeastern Minnesota
SACRED HEART AREA HISTORICAL SOCIETY

$297,703

Legacy Grant for Hotel Sacred Heart Phase 2 Construction
OTTER TAIL COUNTY

$275,500

Capital Grant for Phelps Mill Preservation (Phase 1)
CITY OF GAYLORD

$236,498

Legacy Grant for Oaks Lakeside Pavilion
ARMORY ARTS & MUSIC CENTER

$225,000

Legacy Grant for Duluth Armory - Partial Reroofing
CENTRAL PRESBYTERIAN CHURCH

$212,000

Legacy Grant for Rehabilitation of east elevation masonry
CITY OF SANDSTONE

$190,235

Legacy Grant for Sandstone School Roof Stabilization Construction Documents
TOWER-SOUDAN HISTORICAL SOCIETY

$183,310

Legacy Grant for Tower Fire Hall Exterior Rehabilitation
OLMSTED CO HIST SOC

$175,685

Legacy Grant for Rehabilitation of George Stoppel Smokehouse
ISLAMIC CENTER OF WINONA

$158,266

Legacy Grant for Roof Replacement

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type: form_990
Tax year: 2022
Filed: 4 April 2024
IRS schema version: 2022v5.0
Source object: 202430959349301218

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.