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Nonprofiteer
← INDIANA HISTORICAL SOCIETY

Form 990 for tax year 2022

Filed by INDIANA HISTORICAL SOCIETY.

Totals

Total revenue
$4,528,087
Total expenses
$9,781,787
Contributions and grants received
$1,925,565
Grants paid
$582,170
Program service revenue
$690,823
Investment income
$1,852,294
Other revenue
$59,405
Total assets, end of year
$130,837,844
Total liabilities, end of year
$11,042,733
Net assets or fund balances, end of year
$119,795,111
Program services expenses (Part IX)
$7,280,490
Management and general expenses
$1,406,934
Fundraising expenses
$1,094,363
Program service expenses (Part III)
$7,280,490

Program services were 74.4% 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.

  • 1b · Membership dues

    $232,545

  • 1c · Fundraising events

    $161,742

  • 1f · All other contributions, gifts and grants

    $1,531,278

  • 1g · Noncash contributions included above

    $34,622

  • 2a · Program service revenue: RETAIL SALES

    total $269,469 · related or exempt $269,469

  • 2b · Program service revenue: ADMISSIONS & TICKET REVENUE

    total $241,808 · related or exempt $241,808

  • 2c · Program service revenue: EVENT REVENUE

    total $96,491 · related or exempt $96,491

  • 2d · Program service revenue: CONFERENCE, MEETING & WORKSHOP RE

    total $49,241 · related or exempt $49,241

  • 2e · Program service revenue: MICROFILM AND VISUAL COLLECTION I

    total $17,584 · related or exempt $17,584

  • 2f · All other program service revenue

    total $16,230 · related or exempt $16,230

  • 3 · Investment income

    total $2,118,216 · excluded $2,118,216

  • 5 · Royalties

    total $768 · excluded $768

  • 6a · Gross rents

    real property $133,985

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $133,985

  • 6d · Net rental income or loss

    total $133,985 · excluded $133,985

  • 7a · Gross sales of assets other than inventory

    securities $67,577,746 · other assets $11,083

  • 7b · Less cost or other basis and sales expenses

    securities $67,843,668 · other assets $11,083

  • 7c · Gain or loss

    securities -$265,922 · other assets $0

  • 7d · Net gain or loss

    total -$265,922 · excluded -$265,922

  • 8a · Fundraising events: gross income

    $28,190

  • 8a · Fundraising events: contributions included on line 1c

    $161,742

  • 8b · Fundraising events: direct expenses

    $103,538

  • 8c · Net income from fundraising events

    total -$75,348 · excluded -$75,348

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $582,170 · program services $582,170

  • 5 · Compensation of officers, directors and key employees

    total $842,184 · program services $307,656 · management and general $383,935 · fundraising $150,593

  • 7 · Other salaries and wages

    total $2,973,581 · program services $2,161,306 · management and general $498,210 · fundraising $314,065

  • 8 · Pension plan contributions

    total $189,996 · program services $135,177 · management and general $28,543 · fundraising $26,276

  • 9 · Other employee benefits

    total $569,292 · program services $399,952 · management and general $108,899 · fundraising $60,441

  • 10 · Payroll taxes

    total $261,501 · program services $175,258 · management and general $53,703 · fundraising $32,540

  • 11b · Fees: legal

    total $2,613 · management and general $2,613

  • 11c · Fees: accounting

    total $32,443 · management and general $32,443

  • 11f · Fees: investment management

    total $264,203 · management and general $264,203

  • 11g · Fees: other

    total $840,967 · program services $657,429 · management and general $74,799 · fundraising $108,739

  • 12 · Advertising and promotion

    total $399,321 · program services $381,126 · management and general $8,553 · fundraising $9,642

  • 13 · Office expenses

    total $368,567 · program services $235,688 · management and general $58,627 · fundraising $74,252

  • 14 · Information technology

    total $292,096 · program services $177,748 · management and general $39,188 · fundraising $75,160

  • 15 · Royalties

    total $2,818 · program services $2,818

  • 16 · Occupancy

    total $388,559 · program services $55,828 · management and general $331,481 · fundraising $1,250

  • 17 · Travel

    total $73,410 · program services $49,565 · management and general $12,064 · fundraising $11,781

  • 19 · Conferences, conventions and meetings

    total $7,105 · program services $1,270 · management and general $5,835

  • 20 · Interest

    total $301,440 · management and general $301,440

  • 22 · Depreciation, depletion and amortization

    total $782,636 · program services $104,531 · management and general $677,741 · fundraising $364

  • 23 · Insurance

    total $107,043 · program services $3,603 · management and general $103,440

  • 24a · Other expenses: FINANCE ALLOCATION

    total $1,621,643 · program services $1,439,203 · fundraising $182,440

  • 24b · Other expenses: YOU ARE THERE

    total $90,157 · program services $90,157

  • 24c · Other expenses: HISTORY MARKET

    total $87,456 · program services $87,456

  • 24d · Other expenses: PUBLICATIONS & MUSIC

    total $63,041 · program services $63,041

  • 24e · All other expenses

    total -$1,362,455 · program services $169,508 · management and general -$1,578,783 · fundraising $46,820

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,535,346 · end of year $2,857,459

  • 3 · Pledges and grants receivable

    beginning of year $1,899,795 · end of year $1,796,758

  • 4 · Accounts receivable

    beginning of year $9,036 · end of year $13,350

  • 8 · Inventories for sale or use

    beginning of year $661,892 · end of year $690,416

  • 9 · Prepaid expenses and deferred charges

    beginning of year $102,312 · end of year $43,436

  • 10a · Land, buildings and equipment: cost or other basis

    $51,021,894

  • 10b · Land, buildings and equipment: accumulated depreciation

    $17,154,521

  • 10c · Land, buildings and equipment, net

    beginning of year $33,986,771 · end of year $33,867,373

  • 11 · Investments: publicly traded securities

    beginning of year $93,984,117 · end of year $73,637,518

  • 12 · Investments: other securities

    beginning of year $3,805,732 · end of year $3,249,281

  • 15 · Other assets

    beginning of year $14,642,725 · end of year $14,682,253

  • 17 · Accounts payable and accrued expenses

    beginning of year $827,438 · end of year $782,818

  • 19 · Deferred revenue

    beginning of year $21,415 · end of year $35,352

  • 24 · Unsecured notes and loans payable

    beginning of year $10,906,483 · end of year $10,224,563

  • 25 · Other liabilities

    beginning of year $1,907 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $134,175,797 · end of year $114,066,312

  • 28 · Net assets with donor restrictions

    beginning of year $6,694,686 · end of year $5,728,799

Mission and programs · 2022

Mission

SINCE 1831, THE INDIANA HISTORICAL SOCIETY HAS BEEN INDIANA'S STORYTELLER, CONNECTING PEOPLE TO THE PAST BY COLLECTING, PRESERVING, INTERPRETING, AND DISSEMINATING THE STATE'S HISTORY. A NONPROFIT MEMBERSHIP ORGANIZATION, THE IHS ALSO PUBLISHES BOOKS AND PERIODICALS; SPONSORS TEACHER WORKSHOPS; PROVIDES YOUTH, ADULT, AND FAMILY PROGRAMMING; PROVIDES SUPPORT AND ASSISTANCE TO LOCAL MUSEUMS AND HISTORICAL GROUPS; AND MAINTAINS THE NATION'S PREMIER RESEARCH LIBRARY AND ARCHIVES ON THE HISTORY OF INDIANA AND THE OLD NORTHWEST.

Activities or mission (Part I)

SINCE 1830, THE INDIANA HISTORICAL SOCIETY HAS BEEN INDIANA'S STORYTELLER, CONNECTING PEOPLE TO THE PAST BY COLLECTING, PRESERVING AND SHARING THE STATE'S HISTORY. A PRIVATE, NONPROFIT MEMBERSHIP ORGANIZATION, IHS MAINTAINS THE NATION'S PREMIER RESEARCH LIBRARY AND ARCHIVES ON THE HISTORY OF INDIANA AND THE OLD NORTHWEST AND PRESENTS A UNIQUE SET OF VISITOR EXPERIENCES CALLED THE INDIANA EXPERIENCE. IHS ALSO PROVIDES SUPPORT AND ASSISTANCE TO LOCAL MUSEUMS AND HISTORICAL GROUPS; PUBLISHES BOOKS AND PERIODICALS; SPONSORS TEACHER WORKSHOPS; PRODUCES AND HOSTS ART EXHIBITIONS, MUSEUM THEATER AND OUTSIDE PERFORMANCE GROUPS; AND PROVIDES YOUTH, ADULT AND FAMILY PROGRAMS. IHS IS A SMITHSONIAN AFFILIATE AND A MEMBER OF THE INTERNATIONAL COALITION OF SITES OF CONSCIENCE.

  • INDIANA EXPERIENCE: THE INDIANA EXPERIENCE IS A NUMBER OF GUEST EXPERIENCES AND PROGRAMS AT THE EUGENE AND MARILYN GLICK INDIANA HISTORY CENTER. IN ADDITION TO THE YOU ARE THERE EXPERIENCE SPACES, THERE ARE OTHER PROGRAMMATIC OFFERINGS INCLUDING FESTIVAL OF TREES AND CIRCUS DAY. ALL INDIANA EXPERIENCE SPACES AND OFFERINGS WERE DEVELOPED BY PAN-INSTITUTIONAL TEAMS. 26,370 PEOPLE VISITED THE HISTORY CENTER, INCLUDING 1,623 SCHOOLCHILDREN.

    Expenses $1,522,694 · Revenue $291,049

  • LIBRARYAT THE HEART OF THE INDIANA HISTORICAL SOCIETY IS ITS ARCHIVES AND LIBRARY COLLECTIONS, WHICH FEEDS ALL THE OTHER ACTIVITY AREAS OF IHS. WITHOUT OUR SUBSTANTIAL COLLECTION OF PHOTOGRAPHS, DOCUMENTS, PERSONAL PAPERS AND OTHER RECORDS FROM THE PAST, WE WOULD NOT BE ABLE TO TELL THE STORIES OF OUR RICH HOOSIER HERITAGE. OFTEN, THAT STORYTELLING BECOMES VERY PERSONAL AS OUR STAFF ASSISTS BOTH NOVICE FAMILY HISTORY SEEKERS AND MORE SCHOLARLY RESEARCHERS IN THEIR QUEST FOR KNOWLEDGE. THE LIBRARY ASSISTED 1,232 VISITORS AND ANSWERED 3,070 REMOTE REQUESTS FOR INFORMATION. THE MOST POPULAR SUBJECTS INCLUDED FAMILIES, COMMUNITIES, AFRICAN-AMERICAN HISTORY, NOTABLE HOOSIERS, ARCHITECTURE, AND BUSINESSES. 1,066 IMAGES WERE ADDED TO THE IMAGES IN IHS'S DIGITAL ONLINE COLLECTION, BRINGING THE NUMBER OF IMAGES AVAILABLE TO MORE THAN 104,374. 23,502 COLLECTIONS/ITEMS WERE CATALOGED, PROCESSED, AND MADE ACCESSIBLE TO THE PUBLIC. 168 NEW MANUSCRIPT, VISUAL AND PRINTED ITEMS WERE ADDED TO THE COLLECTION. CONSERVATION LAB CONSERVATORS AND VOLUNTEERS TREATED 632 COLLECTION ITEMS. THE HISTORIC DOCUMENT PRESERVATION PROGRAM PROVIDED CONSULTATIONS TO 50 SMALL MUSEUMS AND NON-FOR-PROFIT ORGANIZATIONS ACROSS THE STATE. IN ADDITION TO INDIVIDUAL REFERENCE REQUESTS, COLLECTIONS AND LIBRARY STAFF WROTE ARTICLES FOR BOTH IHS AND EXTERNAL PUBLICATIONS, CONTRIBUTED CONTENT TO IHS AND EXTERNAL EXHIBITIONS, AND CONTINUED THE DEVELOPMENT OF THE DESTINATION INDIANA HIGH TECHNOLOGY EXHIBIT, ADDING 4 JOURNEYS, AS PART OF THE NEW INDIANA EXPERIENCE PROGRAMS, BRINGING THE NUMBER OF JOURNEYS AVAILABLE TO 337 CONTAINING MORE THAN 4,173 IMAGES.

    Expenses $1,399,420 · Revenue $17,584

  • PUBLIC PROGRAMSLOCAL HISTORY SERVICES: AT THE HEART OF IHS'S EMPHASIS TO IMPACT ALL REGIONS OF THE STATE IS THE WORK OF LOCAL HISTORY SERVICES (LHS). ENSURING THE SUCCESS OF OUR PARTNERS IN LOCAL COMMUNITIES, LHS STAFF WORK WITH EACH OF THE STATE'S 86 COUNTY HISTORIANS AND PROVIDE CONSULTATIONS AND TRAINING TO COUNTY AND LOCAL HISTORICAL ORGANIZATIONS ACROSS IN. IN 2022, LHS MADE 4,247 CONTACTS TRAVELING 17,650 MILES. 17,124 GUESTS VISITED TRAVELING EXHIBITIONS THROUGHOUT THE STATE.EDUCATION: THE EDUCATION DEPARTMENT PROVIDES AUDIENCES OF ALL AGES WITH OPPORTUNITIES FOR ENGAGING AND LIFE-LONG LEARNING. THE EDUCATION STAFF WORKS CLOSELY WITH EDUCATORS AND STUDENTS THROUGHOUT IN. 4,422 STUDENTS PARTICIPATED IN THE NATIONAL HISTORY DAY IN INDIANA PROGRAM, WITH 53 STATE WINNERS ADVANCING TO THE NATIONAL COMPETITION AND 9 RECEIVING AN AWARD.PROJECTS AND GRANTS: IHS AWARDED 26 HERITAGE SUPPORT GRANTS TOTALING $598,608EXHIBITIONS: THE EXHIBITIONS STAFF WERE HEAVILY INVOLVED WITH THE INDIANA EXPERIENCE. 44,066 PEOPLE VISITED THE INDIANA EXPERIENCE.

    Expenses $2,493,891 · Grants $582,170

  • IHS PRESS: WRITES, EDITS, PRINTS AND PUBLICATIONS RELATED TO INDIANA HISTORY.

    Expenses $417,613

  • PUBLIC RELATIONS: PROVIDES GRAPHIC DESIGN FOR PUBLICATIONS AND SHARES IHS INFORMATION WITH THE COMMUNITY.

    Expenses $977,629

  • EVENTS: COORDINATES COMMUNITY RELATED EVENTS OCCURING IN THE IHS FACILITY.

    Expenses $115,396 · Revenue $112,721

  • RETAIL SALES: HISTORY MARKET PROVIDES INDIANA MADE ITEMS FOR SALE TO THE COMMUNITY.

    Expenses $336,311 · Revenue $269,469

  • FESTIVAL OF TREES: ANNUAL FESTIVAL RUNNING THANKSGIVING THROUGH NEW YEAR'S EVE. HOLIDAY EXHIBIT INCLUDING ELABORATELY DECORATED TREES AT THE HISTORY CENTER.

    Expenses $17,536

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Patricia D Curran

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • William W Barrett

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Andrew S Thornton

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Adam Arceneaux

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Espinoza Kubacki

    SECOND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Susan R Jones-Huffine

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Wanda Y Fortune

    TRUSTEE EMERITA

    Total calculated
    $0
    Hours/week
    1

  • James H Madison

    TRUSTEE EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Mike Alley

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William E Bartelt

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bonita L Carter

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nicole Etcheson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Ferrara

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Russell Jock Fortune III

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Diane Hunter

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stan Hurt

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michelle Jarrell

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Peter L Lacy

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael H Miller

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard A Rooker

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carrie B Ryan

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jerry D Semler

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David A Suzuki PhD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert E Swinehart

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gary Vigran

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Josh Wakefield

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Charlitta Winston

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jody Blankenship

    PRESIDENT & CEO

    Total calculated
    $298,349
    From this org
    $252,903
    From related orgs
    $0
    Other
    $45,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,469
    Bonus
    $23,434
    Other
    $0
    Deferred
    $20,232
    Nontaxable benefits
    $25,214
    Filer's total
    $298,349

  • Andrew Halter

    VP-DEVELOPMENT

    Total calculated
    $150,593
    From this org
    $123,181
    From related orgs
    $0
    Other
    $27,412
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,681
    Bonus
    $2,500
    Other
    $0
    Deferred
    $9,855
    Nontaxable benefits
    $17,557
    Filer's total
    $150,593

  • Jeffery Matsuoka

    VP-BUSINESS & OPERATIONS

    Total calculated
    $171,172
    From this org
    $140,145
    From related orgs
    $0
    Other
    $31,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,145
    Bonus
    $2,000
    Other
    $0
    Deferred
    $11,212
    Nontaxable benefits
    $19,815
    Filer's total
    $171,172

  • Amy Lamb

    VP-MARKETING & PUBLIC RELA

    Total calculated
    $119,963
    From this org
    $95,073
    From related orgs
    $0
    Other
    $24,890
    Hours/week
    40

  • Suzanne Hahn

    VP-COLLECTIONS

    Total calculated
    $102,107
    From this org
    $85,551
    From related orgs
    $0
    Other
    $16,556
    Hours/week
    40

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333179349305323

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