Totals
- Total revenue
- $942,321
- Total expenses
- $742,705
- Contributions and grants received
- $865,350
- Grants paid
- $0
- Program service revenue
- $4,922
- Investment income
- $72,049
- Other revenue
- $0
- Total assets, end of year
- $1,476,091
- Total liabilities, end of year
- $92,512
- Net assets or fund balances, end of year
- $1,383,579
- Program services expenses (Part IX)
- $708,760
- Management and general expenses
- $33,945
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $708,760
Program services were 95.4% 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.
-
1f · All other contributions, gifts and grants
$865,350
-
2a · Program service revenue: Journal
total $4,922 · related or exempt $4,922
-
3 · Investment income
total $72,049 · excluded $72,049
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $371,233 · program services $371,233
-
11c · Fees: accounting
total $26,142 · management and general $26,142
-
11f · Fees: investment management
total $3,806 · management and general $3,806
-
11g · Fees: other
total $260,373 · program services $260,373
-
12 · Advertising and promotion
total $3,090 · program services $3,090
-
13 · Office expenses
total $2,609 · management and general $2,609
-
14 · Information technology
total $2,106 · program services $2,106
-
17 · Travel
total $17,693 · program services $17,693
-
23 · Insurance
total $1,388 · management and general $1,388
-
24a · Other expenses: Journal
total $41,026 · program services $41,026
-
24b · Other expenses: Projects
total $11,407 · program services $11,407
-
24c · Other expenses: Dues and Subscriptions
total $1,832 · program services $1,832
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $50,218 · end of year $119,103
-
2 · Savings and temporary cash investments
beginning of year $1,100,754 · end of year $1,319,988
-
7 · Other notes and loans receivable
beginning of year $2,000 · end of year $2,000
-
9 · Prepaid expenses and deferred charges
end of year $5,000
-
15 · Other assets
beginning of year $30,000 · end of year $30,000
-
17 · Accounts payable and accrued expenses
end of year $48,962
-
21 · Escrow or custodial account liability
end of year $43,550
-
27 · Net assets without donor restrictions
beginning of year $527,398 · end of year $616,502
-
28 · Net assets with donor restrictions
beginning of year $655,574 · end of year $767,077
Mission and programs · 2025
Mission
To identify, preserve, and commemorate sites, events, and people of significance in Latter-Day Saint history throughout the world.
-
Projects that identify, preserve, and commemorate sites, events, and people of significance in Latter-Day Saint history throughout the world.
Expenses $690,198 · Revenue $4,922
-
Publication of a bi-annual journal containing scholarly articles about Latter-Day Saint history.
Expenses $18,562
As filed on the 2025 return.
Listed in Part VII
-
Kim R Wilson
Chairman
- Total calculated
- $0
- Hours/week
- 6
-
Richard NW Lambert
Vice Chairman
- Total calculated
- $0
- Hours/week
- 3
-
Jeffrey N Walker
Treasurer
- Total calculated
- $304,333
- From this org
- $304,333
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $304,333
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $304,333
-
Steven B Bain
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Steven Harper
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robert S Clark
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Gerrit Dirkmaat
Trustee
- Total calculated
- $66,900
- From this org
- $66,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Michael L Hutchings
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Heidi Swinton
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Rick E Turley Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth Mays
Secretary
- Total calculated
- $0
- Hours/week
- 1
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
None.
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
The filer's explanations (Part III)
- Part I, Line 3
- Jeff's compensation is solely related to his research and writing for the "Legal and Business Papers of Joseph Smith" project and not for his role as a member of the board.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 15 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202642459349301719
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