Skip to content
Nonprofiteer
← MINNESOTA HISTORICAL SOCIETY

Form 990 for tax year 2023

Filed by MINNESOTA HISTORICAL SOCIETY.

Totals

Total revenue
$96,755,531
Total expenses
$71,067,324
Contributions and grants received
$62,142,192
Grants paid
$6,621,098
Program service revenue
$10,302,352
Investment income
$22,260,021
Other revenue
$2,050,966
Total assets, end of year
$338,487,820
Total liabilities, end of year
$13,944,756
Net assets or fund balances, end of year
$324,543,064
Program services expenses (Part IX)
$56,912,095
Management and general expenses
$11,842,631
Fundraising expenses
$2,312,598
Program service expenses (Part III)
$56,912,095

Program services were 80.1% 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

    $767,225

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $51,923,871

  • 1f · All other contributions, gifts and grants

    $9,451,096

  • 1g · Noncash contributions included above

    $226,541

  • 2a · Program service revenue: Admissions

    total $3,178,889 · related or exempt $3,178,889 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Contract Service Fees

    total $2,310,007 · related or exempt $2,310,007 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Publications

    total $2,241,080 · related or exempt $2,241,080 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Museum Program Fees

    total $1,160,093 · related or exempt $1,160,093 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: Memberships

    total $549,922 · related or exempt $549,922 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $862,361 · related or exempt $640,349 · unrelated business $222,012 · excluded $0

  • 3 · Investment income

    total $3,495,913 · related or exempt $0 · unrelated business $0 · excluded $3,495,913

  • 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

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

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

  • 7a · Gross sales of assets other than inventory

    securities $97,538,052 · other assets $0

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

    securities $78,773,944 · other assets $0

  • 7c · Gain or loss

    securities $18,764,108 · other assets $0

  • 7d · Net gain or loss

    total $18,764,108 · related or exempt $0 · unrelated business $0 · excluded $18,764,108

  • 8a · Fundraising events: gross income

    $0

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

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

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

  • 10a · Gross sales of inventory

    $2,692,201

  • 10b · Cost of goods sold

    $1,258,275

  • 10c · Net income from sales of inventory

    total $1,433,926 · related or exempt $1,433,926 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Event Services

    total $617,040 · related or exempt $182,425 · unrelated business $434,615 · excluded $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $617,040

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,621,098 · program services $6,621,098

  • 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 $730,509 · program services $213,671 · management and general $516,838 · fundraising $0

  • 7 · Other salaries and wages

    total $25,972,910 · program services $19,704,541 · management and general $4,930,962 · fundraising $1,337,407

  • 8 · Pension plan contributions

    total $1,570,445 · program services $1,197,691 · management and general $290,450 · fundraising $82,304

  • 9 · Other employee benefits

    total $5,850,520 · program services $4,429,567 · management and general $1,120,276 · fundraising $300,677

  • 10 · Payroll taxes

    total $1,918,681 · program services $1,433,435 · management and general $386,997 · fundraising $98,249

  • 11a · Fees: management

    total $171,300 · program services $171,300 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $223,379 · program services $11,245 · management and general $197,728 · fundraising $14,406

  • 11c · Fees: accounting

    total $38,798 · program services $0 · management and general $38,798 · 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 $7,382,825 · program services $6,253,706 · management and general $1,044,583 · fundraising $84,536

  • 12 · Advertising and promotion

    total $769,893 · program services $63,855 · management and general $706,038 · fundraising $0

  • 13 · Office expenses

    total $1,650,256 · program services $1,471,264 · management and general $108,200 · fundraising $70,792

  • 14 · Information technology

    total $1,782,400 · program services $158,936 · management and general $1,615,904 · fundraising $7,560

  • 15 · Royalties

    total $211,284 · program services $211,284 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $5,756,625 · program services $5,627,101 · management and general $118,011 · fundraising $11,513

  • 17 · Travel

    total $456,455 · program services $384,902 · management and general $61,462 · fundraising $10,091

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $580,563 · program services $417,260 · management and general $28,816 · fundraising $134,487

  • 20 · Interest

    total $1,114 · program services $52 · management and general $1,055 · fundraising $7

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $2,781,498 · program services $2,674,760 · management and general $105,528 · fundraising $1,210

  • 23 · Insurance

    total $283,955 · program services $0 · management and general $283,955 · fundraising $0

  • 24a · Other expenses: Building and Improvements

    total $1,523,816 · program services $1,523,816 · management and general $0 · fundraising $0

  • 24b · Other expenses: Printing and Binding

    total $1,196,349 · program services $980,676 · management and general $62,903 · fundraising $152,770

  • 24c · Other expenses: Collections Acquisitions

    total $1,073,043 · program services $1,073,043 · management and general $0 · fundraising $0

  • 24d · Other expenses: Repairs

    total $836,221 · program services $833,684 · management and general $2,537 · fundraising $0

  • 24e · All other expenses

    total $1,633,387 · program services $1,455,208 · management and general $171,590 · fundraising $6,589

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,164,415 · end of year $6,565,226

  • 2 · Savings and temporary cash investments

    beginning of year $5,383,433 · end of year $4,387,043

  • 3 · Pledges and grants receivable

    beginning of year $30,186,956 · end of year $35,732,670

  • 4 · Accounts receivable

    beginning of year $922,529 · end of year $1,958,308

  • 8 · Inventories for sale or use

    beginning of year $1,103,103 · end of year $1,342,362

  • 9 · Prepaid expenses and deferred charges

    beginning of year $315,340 · end of year $342,551

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

    $160,593,800

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

    $47,928,181

  • 10c · Land, buildings and equipment, net

    beginning of year $115,229,102 · end of year $112,665,619

  • 11 · Investments: publicly traded securities

    beginning of year $132,771,182 · end of year $152,003,496

  • 12 · Investments: other securities

    beginning of year $21,147,729 · end of year $23,112,824

  • 15 · Other assets

    beginning of year $411,267 · end of year $377,721

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,559,255 · end of year $12,871,070

  • 19 · Deferred revenue

    beginning of year $1,031,784 · end of year $1,073,686

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $140,980,111 · end of year $147,898,891

  • 28 · Net assets with donor restrictions

    beginning of year $162,063,906 · end of year $176,644,173

Mission and programs · 2023

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. More than 886,000 visitors explored MNHS sites in FY24. Mill City Museum, Minnesota History Center, and Split Rock Lighthouse were the most-visited sites. Historic Fort Snelling welcomed a new exhibit that was six years in the making. The Many Voices, Many Stories, One Place exhibit uses individuals' personal stories to share the complex history of Historic Fort Snelling and Bdote. There are stories of enslaved people, everyday soldiers, diplomats, Tribal leaders, women, children, and veterans. Two new exhibits opened at the Minnesota History Center: Reframing our Stories inspires audiences to learn about the past, present, and future of Native communities in Minnesota through photographs taken by Twin Cities journalists from the 1950s-90s, and The Life and Art of Charles M. Schulz gave visitors a unique and intimate look inside the world of Minnesota's most famous cartoonist.

    Expenses $20,390,591 · Revenue $7,443,461

  • Education, Outreach, and Content Development: MNHS develops Minnesota history curriculum, provides teacher education, and coordinates the Minnesota History Day program, which celebrated its 50th anniversary in 2024. Nearly 17,000 students from around Minnesota participated in History Day, with 64 students representing Minnesota in the national competition. Those students were awarded 7 medals, 3 finalists, and 7 honorable mentions. MNHS is undertaking the revising of Northern Lights, a print and digital curriculum used by more than 90% of sixth graders in the state, and expects to publish the third edition of Northern Lights in 2026. Dear Jacob: A Mother's Journey of Hope was the bestselling title from MNHS Press. The memoir by Patty Wetterling and Joy Baker tells the story of a mother, a family, and a community who never gave up hope for their kidnapped son, Jacob. The book's message resonated with readers, making up more than half of new book sales and 20% of overall sales for MNHS Press in FY 24. Through a sponsorship from the Shakopee Mdewakanton Sioux Community, MNHS distributed thousands of free resources to Minnesota educators that introduce Dakota and Ojibwe culture, history, and arts. The free resources were all claimed within the first seven hours.

    Expenses $15,243,010 · Grants $8,000 · Revenue $2,492,704

  • 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. MNHS gained 711 new acquisitions in FY24 across manuscripts, fine art, 3D, sound/visual, and maps/rare books. This includes a flight cap worn by Charles Lindbergh during a 1933 North Atlantic survey with his wife, Anne Morrow Lindbergh, that lasted five months and covered nearly 30,000 miles over four continents. More than one million pages of current and historic newspapers were added to the Minnesota Digital Newspaper Hub in FY24; more than 6.6 million pages are now available.

    Expenses $13,005,454 · Revenue $2,417,153

  • 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 FY24, more than $7.8 million was provided by the Arts and Cultural Heritage Fund for 174 Legacy Grants across Minnesota. Demand for these grants outweighs resources 2.25 to 1, and more than 76 counties have received $100,000 or more in Legacy history funds since 2009.

    Expenses $8,273,040 · Grants $6,613,098

As filed on the 2023 return.

Listed in Part VII

  • S Kent Whitworth

    Director & Chief Executive Officer

    Total calculated
    $316,647
    From this org
    $275,472
    From related orgs
    $0
    Other
    $41,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,472
    Bonus
    $0
    Other
    $0
    Deferred
    $17,154
    Nontaxable benefits
    $24,021
    Filer's total
    $316,647
  • Jennifer Jones

    Executive Vice President Strategy

    Total calculated
    $213,671
    From this org
    $192,876
    From related orgs
    $0
    Other
    $20,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,876
    Bonus
    $0
    Other
    $0
    Deferred
    $12,017
    Nontaxable benefits
    $8,778
    Filer's total
    $213,671
  • Jennifer Pogatchnik

    Vice President Advancement

    Total calculated
    $201,078
    From this org
    $166,678
    From related orgs
    $0
    Other
    $34,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,678
    Bonus
    $0
    Other
    $0
    Deferred
    $10,379
    Nontaxable benefits
    $24,021
    Filer's total
    $201,078
  • Fred Neher

    Vice President Finance

    Total calculated
    $200,191
    From this org
    $165,844
    From related orgs
    $0
    Other
    $34,347
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,844
    Bonus
    $0
    Other
    $0
    Deferred
    $10,326
    Nontaxable benefits
    $24,021
    Filer's total
    $200,191
  • Brenda Raney

    Senior Vice President Library, Research & Collections

    Total calculated
    $195,616
    From this org
    $161,543
    From related orgs
    $0
    Other
    $34,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,543
    Bonus
    $0
    Other
    $0
    Deferred
    $10,052
    Nontaxable benefits
    $24,021
    Filer's total
    $195,616
  • Kevin Maijala

    Senior Vice President Education & Interpretation

    Total calculated
    $195,508
    From this org
    $161,435
    From related orgs
    $0
    Other
    $34,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,435
    Bonus
    $0
    Other
    $0
    Deferred
    $10,052
    Nontaxable benefits
    $24,021
    Filer's total
    $195,508
  • Benjamin Leonard

    Senior Vice President Historic Sites

    Total calculated
    $184,596
    From this org
    $151,169
    From related orgs
    $0
    Other
    $33,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,169
    Bonus
    $0
    Other
    $0
    Deferred
    $9,406
    Nontaxable benefits
    $24,021
    Filer's total
    $184,596
  • Brian Juntti

    Executive Vice President Shared Services

    Total calculated
    $179,017
    From this org
    $145,914
    From related orgs
    $0
    Other
    $33,103
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,914
    Bonus
    $0
    Other
    $0
    Deferred
    $9,082
    Nontaxable benefits
    $24,021
    Filer's total
    $179,017
  • Anton Treuer

    Board Member

    Total calculated
    $13,228
    From this org
    $13,228
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Peter Reyes

    President and Board Member

    Total calculated
    $0
    Hours/week
    1
  • David Hakensen

    Past President and Board Member

    Total calculated
    $0
    Hours/week
    1
  • Thomas Forsythe and Board Member

    Treasurer

    Total calculated
    $0
    Hours/week
    0
  • 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
  • M Mitchell Davis

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Driscoll Hlavka

    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
  • Carolyn Essig

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Stephanie L Fehr

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Dustin Heckman

    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
  • Jennifer Murray

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Richard C Nash

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Krista E O'Malley

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Sharon Sayles Belton

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Daniel Schmechel

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Diana Schutter

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Roger Sit

    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
  • Gwen Westerman

    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 · 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

  • UNIVERSITY OF MINNESOTA

    $386,316

    Legacy Grant for Various projects focused on historical research, cultural preservation, community collaboration, and ecological studies in Minnesota, such as oral histories, historical databases, preservation efforts, and conservation initiatives.

  • TODD COUNTY

    $276,500

    Legacy Grant for Construction of Courthouse Rock Wall Phase 1

  • CITY OF SANDSTONE

    $238,813

    Legacy Grant for Sandstone Public School Roof Stabilization Project

  • Legacy Grant for Tower Fire Hall Exterior, Electrical, and Interior Masonry and Finishes Rehabilitation

  • Legacy Grant for Roseau Museum Shelving and collection management system upgrade for long term preservation plan

  • CITY OF MADISON

    $200,200

    Legacy Grant for The City of Madison City Hall Window and Historic Tower Rehabilitation

  • Legacy Grant for Preservation and Rehabilitation of Duluth Masonic Center

  • Legacy Grant for St Clements Church Restoration

  • CITY OF DELANO

    $169,680

    Legacy Grant for Delano Village Hall (Heritage Center) Elevator Installation

  • HUBBARD COUNTY

    $166,130

    Legacy Grant for Historic Courthouse Roof Replacement

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

Provenance

Return type
form_990
Tax year
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202511209349303011

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.