INDIANA HISTORICAL SOCIETY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA HISTORICAL SOCIETY (EIN 35-0876384)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202413119349302926
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T18:59:13-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350876384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3172321882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST OHIO STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462023269 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY MATSUOKA | PersonNm |
| Person Title | VP OF BUSINESS AND OPERATIONS | PersonTitleTxt |
| Phone | 3172321882 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORY SCHUNEMANN CPA | PreparerPersonNm |
| PTIN | P01866583 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFERY MATSUOKA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST OHIO STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462023269 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,441,055 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDIANAHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1831 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 178 | TotalEmployeeCnt |
| Total Volunteers | 272 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,925,565 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,558,647 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $690,823 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $700,706 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,852,294 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,371,098 | CYInvestmentIncomeAmt |
| PY Other Revenue | $59,405 | PYOtherRevenueAmt |
| CY Other Revenue | $89,722 | CYOtherRevenueAmt |
| PY Total Revenue | $4,528,087 | PYTotalRevenueAmt |
| CY Total Revenue | $7,720,173 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $582,170 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $624,389 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,836,554 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,029,614 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $948,981 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,363,063 | PYOtherExpensesAmt |
| CY Other Expenses | $3,754,701 | CYOtherExpensesAmt |
| PY Total Expenses | $9,781,787 | PYTotalExpensesAmt |
| CY Total Expenses | $9,408,704 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,253,700 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,688,531 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $130,837,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,723,453 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,042,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,383,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,795,111 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $124,340,277 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,661,866 | ExpenseAmt |
| Revenue | $294,098 | RevenueAmt |
| Desc | 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. 33,745 PEOPLE VISITED THE HISTORY CENTER, INCLUDING 3,855 SCHOOL CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,474,397 | ExpenseAmt |
| Revenue | $17,517 | RevenueAmt |
| Desc | 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 2,483 VISITORS AND ANSWERED 3,195 REMOTE REQUESTS FOR INFORMATION. THE MOST POPULAR SUBJECTS INCLUDED FAMILIES, COMMUNITIES, AFRICAN-AMERICAN HISTORY, NOTABLE HOOSIERS, ARCHITECTURE, AND BUSINESSES. 1,093 IMAGES WERE ADDED TO THE IMAGES IN IHS'S DIGITAL ONLINE COLLECTION, BRINGING THE NUMBER OF IMAGES AVAILABLE TO MORE THAN 91,479. 23,655 COLLECTIONS/ITEMS WERE CATALOGED, PROCESSED, AND MADE ACCESSIBLE TO THE PUBLIC. 153 NEW MANUSCRIPT, VISUAL AND PRINTED ITEMS WERE ADDED TO THE COLLECTION. CONSERVATION LAB CONSERVATORS AND VOLUNTEERS TREATED 392 COLLECTION ITEMS. THE HISTORIC DOCUMENT PRESERVATION PROGRAM PROVIDED CONSULTATIONS TO 24 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 1 JOURNEY, AS PART OF THE NEW INDIANA EXPERIENCE PROGRAMS, BRINGING THE NUMBER OF JOURNEYS AVAILABLE TO 338 CONTAINING MORE THAN 4,189 IMAGES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,163,438 | ExpenseAmt |
| Grant | $624,389 | GrantAmt |
| Desc | 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 2023, LHS MADE 4,464 CONTACTS TRAVELING 11,634 MILES.104,753 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. 4,590 STUDENTS PARTICIPATED IN THE NATIONAL HISTORY DAY IN INDIANA PROGRAM, WITH 50 STATE WINNERS ADVANCING TO THE NATIONAL COMPETITION AND 4 PROJECTS RECEIVING AN AWARD.PROJECTS AND GRANTS: IHS AWARDED 36 HERITAGE SUPPORT GRANTS TOTALING $624,389. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,734,463 | ExpenseAmt |
| Revenue | $389,091 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,734,463 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $389,091 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,034,164 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 178 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PENNY M NASH CONTROLLER | PersonNm |
| Phone | 3172345232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST OHIO STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462023269 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICIA D CURRAN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM W BARRETT | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW S THORNTON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM ARCENEAUX | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBECCA ESPINOZA KUBACKI | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN R JONES-HUFFINE | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WANDA Y FORTUNE | ||||||
| TRUSTEE EMERITA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES H MADISON | ||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE ALLEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM E BARTELT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BONITA L CARTER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE ETCHESON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FERRARA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE HUNTER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STAN HURT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE JARRELL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER L LACY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG M MCKEE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL H MILLER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL B MURPHY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY D SEMLER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES C SHOOK JR | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID A SUZUKI PHD | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY VIGRAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH WAKEFIELD | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLITTA WINSTON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JODY BLANKENSHIP | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $265,264 | $0 | $51,245 | |
| ANDREW HALTER | ||||||
| VP-DEVELOPMENT | 40.00 | Yes (X) | $130,890 | $0 | $31,652 | |
| JEFFERY MATSUOKA | ||||||
| VP-BUSINESS & OPERATIONS | 40.00 | Yes (X) | $141,223 | $0 | $33,237 | |
| AMY LAMB | ||||||
| VP-MARKETING & PUBLIC RELATIONS | 40.00 | Yes (X) | $96,523 | $0 | $29,804 | |
| SUZANNE HAHN | ||||||
| VP-COLLECTIONS | 40.00 | Yes (X) | $86,281 | $0 | $16,852 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $720,181 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,790 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY | $295,115 |
| COLES MARKETING COMMUNICATIONS INC | |||||
| 3950 PRIORITY WAY STE 106 | INDIANAPOLIS | IN | 46240 | ADVERTISING | $264,094 |
| ORACLE ELEVATOR | |||||
| 5534 W RAYMOND ST | INDIANAPOLIS | IN | 46241 | ELEVATOR SERVICES | $149,099 |
| PRINTING PARTNERS | |||||
| 929 W 16TH STREET | INDIANAPOLIS | IN | 46202 | PRINTING | $143,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $210,493 | MembershipDuesAmt |
| Fundraising | $222,125 | FundraisingAmt |
| Government Grants | $84,322 | GovernmentGrantsAmt |
| All Other Contributions | $2,041,707 | AllOtherContributionsAmt |
| Noncash Contributions | $50,813 | NoncashContributionsAmt |
| Total Contributions | $2,558,647 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS & TICKET REVENUE | 900099 | $294,098 | $294,098 |
| RETAIL SALES | 900099 | $259,995 | $259,995 |
| EVENT REVENUE | 900099 | $74,730 | $74,730 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | $36,346 | $36,346 |
| CONFERENCE, MEETING & WORKSHOP RE | 900099 | $18,020 | $18,020 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,517 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $700,706 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,298,264 | TotalRevenueColumnAmt |
| Exclusion | $4,298,264 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $737 | TotalRevenueColumnAmt |
| Exclusion | $737 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $173,657 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $173,657 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,657 | TotalRevenueColumnAmt |
| Exclusion | $173,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,674,443 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,601,609 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,834 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,834 | TotalRevenueColumnAmt |
| Exclusion | $72,834 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,309 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $222,125 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $119,273 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$86,964 | TotalRevenueColumnAmt |
| Exclusion | -$86,964 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,292 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,292 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,292 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,720,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $702,998 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,458,528 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,389 | TotalAmt |
| Program Services | $624,389 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,973 | TotalAmt |
| Program Services | $316,692 | ProgramServicesAmt |
| Management And General | $403,738 | ManagementAndGeneralAmt |
| Fundraising | $162,543 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,147,253 | TotalAmt |
| Program Services | $2,367,910 | ProgramServicesAmt |
| Management And General | $513,974 | ManagementAndGeneralAmt |
| Fundraising | $265,369 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,064 | TotalAmt |
| Program Services | $128,485 | ProgramServicesAmt |
| Management And General | $30,367 | ManagementAndGeneralAmt |
| Fundraising | $16,212 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,043 | TotalAmt |
| Program Services | $402,969 | ProgramServicesAmt |
| Management And General | $105,491 | ManagementAndGeneralAmt |
| Fundraising | $40,583 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,281 | TotalAmt |
| Program Services | $190,459 | ProgramServicesAmt |
| Management And General | $55,409 | ManagementAndGeneralAmt |
| Fundraising | $29,413 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,873 | TotalAmt |
| Management And General | $52,873 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,416 | TotalAmt |
| Management And General | $278,416 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,067 | TotalAmt |
| Program Services | $254,871 | ProgramServicesAmt |
| Management And General | $65,503 | ManagementAndGeneralAmt |
| Fundraising | $120,693 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,382 | TotalAmt |
| Program Services | $350,369 | ProgramServicesAmt |
| Management And General | $9,675 | ManagementAndGeneralAmt |
| Fundraising | $338 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,655 | TotalAmt |
| Program Services | $264,374 | ProgramServicesAmt |
| Management And General | $64,654 | ManagementAndGeneralAmt |
| Fundraising | $47,627 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,506 | TotalAmt |
| Program Services | $67,474 | ProgramServicesAmt |
| Management And General | $39,779 | ManagementAndGeneralAmt |
| Fundraising | $16,253 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644 | TotalAmt |
| Program Services | $1,644 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,337 | TotalAmt |
| Program Services | $42,848 | ProgramServicesAmt |
| Management And General | $386,389 | ManagementAndGeneralAmt |
| Fundraising | $4,100 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,429 | TotalAmt |
| Program Services | $27,917 | ProgramServicesAmt |
| Management And General | $11,690 | ManagementAndGeneralAmt |
| Fundraising | $7,822 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,604 | TotalAmt |
| Program Services | $1,049 | ProgramServicesAmt |
| Management And General | $14,555 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,634 | TotalAmt |
| Management And General | $281,634 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,823 | TotalAmt |
| Program Services | $153,475 | ProgramServicesAmt |
| Management And General | $678,908 | ManagementAndGeneralAmt |
| Fundraising | $440 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,521 | TotalAmt |
| Management And General | $131,521 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HISTORY MARKET | $94,688 | $94,688 | ||
| EQUIPMENT PURCHASE AND | $53,321 | $30,982 | $22,281 | $58 |
| MISCELLANEOUS | $52,303 | $41,359 | $6,401 | $4,543 |
| YOU ARE THERE | $44,809 | $44,809 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,689 | TotalAmt |
| Program Services | $1,627,401 | ProgramServicesAmt |
| Management And General | -$1,727,699 | ManagementAndGeneralAmt |
| Fundraising | $232,987 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,408,704 | TotalAmt |
| Program Services | $7,034,164 | ProgramServicesAmt |
| Management And General | $1,425,559 | ManagementAndGeneralAmt |
| Fundraising | $948,981 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,857,459 | BOYAmt |
| EOY | $3,994,387 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,796,758 | BOYAmt |
| EOY | $1,017,229 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,350 | BOYAmt |
| EOY | $24,441 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,416 | BOYAmt |
| EOY | $724,211 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,436 | BOYAmt |
| EOY | $255,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,504,074 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,911,997 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,867,373 | BOYAmt |
| EOY | $33,592,077 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,637,518 | BOYAmt |
| EOY | $76,740,821 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,249,281 | BOYAmt |
| EOY | $3,642,976 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,682,253 | BOYAmt |
| EOY | $14,731,825 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,837,844 | BOYAmt |
| EOY | $134,723,453 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,818 | BOYAmt |
| EOY | $827,355 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,352 | BOYAmt |
| EOY | $32,933 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,224,563 | BOYAmt |
| EOY | $9,522,888 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,042,733 | BOYAmt |
| EOY | $10,383,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,066,312 | BOYAmt |
| EOY | $117,840,553 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,728,799 | BOYAmt |
| EOY | $6,499,724 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,795,111 | BOYAmt |
| EOY | $124,340,277 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,837,844 | BOYAmt |
| EOY | $134,723,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,688,531 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,233,697 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,498,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,490,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,017,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,925,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,558,647 | CurrentTaxYearAmt |
| Total | $16,490,183 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $834,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $632,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $777,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $843,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $865,626 | CurrentTaxYearAmt |
| Total | $3,953,898 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,332,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,122,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,795,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,768,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,424,273 | CurrentTaxYearAmt |
| Total | $20,444,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,611,515 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,832,566 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,755,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,210,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,451,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,118,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,299,001 | CurrentTaxYearAmt |
| Total | $20,835,383 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,292 | CurrentTaxYearAmt |
| Total | $2,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,281,756 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,075,388 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $50,743 | RevenuesIncludedAmt |
| Assets Included | $14,731,825 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,346,316 | BeginningYearBalanceAmt |
| Contributions | $25,746 | ContributionsAmt |
| Investment Earnings Or Losses | $10,176,845 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,715,362 | OtherExpendituresAmt |
| End Year Balance | $78,833,545 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,459,899 | BeginningYearBalanceAmt |
| Contributions | $19,487 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,239,449 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,893,621 | OtherExpendituresAmt |
| End Year Balance | $74,346,316 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,941,019 | BeginningYearBalanceAmt |
| Contributions | $19,650 | ContributionsAmt |
| Investment Earnings Or Losses | $13,076,862 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,577,632 | OtherExpendituresAmt |
| End Year Balance | $94,459,899 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,408,971 | BeginningYearBalanceAmt |
| Contributions | $29,035 | ContributionsAmt |
| Investment Earnings Or Losses | $8,765,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,262,606 | OtherExpendituresAmt |
| End Year Balance | $87,941,019 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,599,165 | BeginningYearBalanceAmt |
| Contributions | $49,090 | ContributionsAmt |
| Investment Earnings Or Losses | $13,157,681 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,396,965 | OtherExpendituresAmt |
| End Year Balance | $88,408,971 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97035 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02292 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00674 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,704,533 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,547,265 | DepreciationAmt |
| Book Value | $29,157,268 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,038 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,012 | DepreciationAmt |
| Book Value | $15,026 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,314,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,848,204 | DepreciationAmt |
| Book Value | $3,466,114 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,462,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $508,516 | DepreciationAmt |
| Book Value | $953,669 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,592,077 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTIONS | Desc |
| Book Value | $14,731,825 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,731,825 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,673,214 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,233,697 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $865,626 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $132,134 | OtherRevenueAmt |
| Revenue Not Reported | $7,231,457 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,441,757 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $278,416 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $278,416 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,720,173 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,128,048 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $865,626 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $132,134 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $997,760 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,130,288 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $278,416 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $278,416 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,408,704 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE IHS'S COLLECTIONS ARE CLASSIFIED IN THREE CATEGORIES: - MANUSCRIPTS AND ARCHIVES, WHICH INCLUDE ARCHITECTURAL DRAWINGS, BUSINESS RECORDS, LEDGERS AND PERSONAL PAPERS, DIARIES, ORAL HISTORIES AND LETTERS - PRINTED COLLECTIONS, WHICH INCLUDE BOOKS, PAMPHLETS, SERIALS, BROADSIDES, SHEET MUSIC, PRINTED EPHEMERA AND MAPS - VISUAL COLLECTIONS, WHICH INCLUDE PHOTOGRAPHS, PAINTINGS, MOTION PICTURE FILMS AND VIDEO TAPES THESE ITEMS ARE SIGNIFICANT TO INDIANA'S HISTORY AND PRESERVATION OF THE ITEMS IS KEY TO THE ORGANIZATIONS PURPOSE. |
| PART V, LINE 4: | THE BOARD APPROVED DRAW FROM THE OPERATING ENDOWMENT TO SUPPORT OPERATIONS FOR FISCAL 2023 WAS 5.4% (5.1% IN 2022). IN 2023, THE BOARD APPROVED A 5.4% DRAW FROM THE OPERATING ENDOWMENT TO SUPPORT OPERATIONS IN 2024. THE DRAW FROM THE OPERATING ENDOWMENT FOR DEBT SERVICE AND FEES WAS 1% AND 1.3% IN 2023 AND 2022, RESPECTIVELY. IN ESTABLISHING THIS POLICY, IHS CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH IHS'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENTS RETURN. |
| PART X, LINE 2: | IHS IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY IHS AND RECOGNIZE A TAX LIABILITY IF IHS HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY IHS, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, IHS IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, IHS IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND A SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. IHS IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 119,273. OTHER EXPENSES INCLUDED IN INCOME FOR FINANCIAL STATEMENT PRESENTATION 12,861. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 119,273. OTHER EXPENSES INCLUDED IN INCOME FOR FINANCIAL STATEMENT PRESENTATION 12,861. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LIVING LEGENDS GALA | Event1Nm |
| Gross Receipts Event1 | $239,450 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $214,550 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,900 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,200 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,513 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $30,970 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $24,061 | OtherDirectExpensesEvent1Amt |
| Event2 | FOUNDERS DAY | Event2Nm |
| Gross Receipts Event2 | $9,475 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,575 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,900 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,740 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $55,789 | EntertainmentEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,509 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,509 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $254,434 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $222,125 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,309 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,200 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,513 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,710 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $55,789 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,061 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $119,273 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$86,964 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CARMEL CLAY HISTORICAL SOCIETY INC | ||||||||
| 211 FIRST STREET SW | CARMEL | IN | 46032 | 310908428 | 501(C)(3) | $22,500 | $0 | HSG GRANTS |
| CEDAR LAKE HISTORICAL ASSOCIATION INC | ||||||||
| PO BOX 421 | CEDAR LAKE | IN | 46303 | 310919446 | 501(C)(3) | $45,499 | $0 | HSG GRANTS |
| CIRCUS HALL OF FAME INC | ||||||||
| 3076 E CIRCUS LANE | PERU | IN | 46970 | 351034364 | 501(C)(3) | $54,975 | $0 | HSG GRANTS |
| DAVIESS COUNTY HISTORICAL SOCIETY | ||||||||
| 212 EAST MAIN ST | WASHINGTON | IN | 47501 | 310918640 | 501(C)(3) | $8,640 | $0 | HSG GRANTS |
| EVANSVILLE AFRICAN AMERICAN MUSEUM | ||||||||
| 579 S GARVIN ST | EVANSVILLE | IN | 47713 | 352079185 | 501(C)(3) | $26,400 | $0 | HSG GRANTS |
| EVANSVILLE WARTIME MUSEUM | ||||||||
| 7503 PETERSBURG RD | EVANSVILLE | IN | 47725 | 453995469 | 501(C)(3) | $49,999 | $0 | HSG GRANTS |
| FORT WAYNE RAILROAD HISTORICAL SOCIETY | ||||||||
| PO BOX 11017 | FORT WAYNE | IN | 46855 | 237255168 | 501(C)(3) | $13,500 | $0 | HSG GRANTS |
| FRIENDS OF NY CENTRAL RAILROAD MUSEUM | ||||||||
| 721 SOUTH MAIN ST | ELKHART | IN | 46516 | 461125372 | 501(C)(3) | $37,796 | $0 | HSG GRANTS |
| FRIENDS OF THE KNOX CO PUBLIC LIBRARY | ||||||||
| 502 N 7TH ST | VINCENNES | IN | 47591 | 351877171 | 501(C)(3) | $27,910 | $0 | HSG GRANTS |
| GOSHEN HISTORICAL SOCIETY | ||||||||
| 124 S MAIN STREET | GOSHEN | IN | 46526 | 351513879 | 501(C)(3) | $39,584 | $0 | HSG GRANTS |
| INDIANA ENTERTAINMENT FOUNDATION | ||||||||
| 1305 BROAD RIPPLE AVE | INDIANAPOLIS | IN | 46220 | 473422989 | 501(C)(3) | $20,757 | $0 | HSG GRANTS |
| INDIANA GENEALOGICAL SOCIETY | ||||||||
| PO BOX 10507 | FORT WAYNE | IN | 46852 | 351818065 | 501(C)(3) | $14,400 | $0 | HSG GRANTS |
| INDIANA NATIONAL ROAD ASSOCIATION | ||||||||
| PO BOX 1522 | INDIANAPOLIS | IN | 46206 | 351948700 | 501(C)(3) | $12,150 | $0 | HSG GRANTS |
| IRVINGTON HISTORICAL SOCIETY INC | ||||||||
| 5350 E UNIVERSITY AVE | INDIANAPOLIS | IN | 46219 | 351939777 | 501(C)(3) | $7,438 | $0 | HSG GRANTS |
| JACKSON COUNTY HISTORY CENTER INC | ||||||||
| 105 N SUGAR ST | BROWNSTOWN | IN | 17220 | 351620241 | 501(C)(3) | $9,074 | $0 | HSG GRANTS |
| JAY COUNTY HISTORICAL SOCIETY INC | ||||||||
| 903 E MAIN ST | PORTLAND | IN | 47371 | 310962381 | 501(C)(3) | $25,890 | $0 | HSG GRANTS |
| POWERS CHURCH AND CEMETERY ASSOCIATION | ||||||||
| 8090 E 40 S | ANGOLA | IN | 46703 | 454099238 | 501(C)(3) | $20,700 | $0 | HSG GRANTS |
| QUILTERS HALL OF FAME | ||||||||
| PO BOX 681 | MARION | IN | 46952 | 770309588 | 501(C)(3) | $22,500 | $0 | HSG GRANTS |
| STARKE COUNTY HISTORICAL SOCIETY | ||||||||
| 1520 S HEATON ST | KNOX | IN | 46534 | 351435788 | 501(C)(3) | $15,975 | $0 | HSG GRANTS |
| STEUBEN CO HISTORICAL SOCIETY | ||||||||
| 313 EAST MAUMEE | ANGOLA | IN | 46703 | 237029085 | 501(C)(3) | $22,050 | $0 | HSG GRANTS |
| SWISS HERITAGE SOCIETY | ||||||||
| 1200 SWISS WAY | BERNE | IN | 46711 | 351631990 | 501(C)(3) | $33,660 | $0 | HSG GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IHS MAY MONITOR AND CONDUCT AN EVALUATION OF OPERATIONS UNDER ANY HERITAGE SUPPORT GRANT, WHICH MAY INCLUDE VISITS BY REPRESENTATIVES OF THE IHS TO OBSERVE THE GRANTEE'S PROCEDURES AND OPERATIONS IN CONNECTION WITH THIS GRANT AND TO DISCUSS THE GRANT WITH THE GRANTEE'S PERSONNEL. VOUCHERS CONSISTING OF BILLS, INVOICES, CANCELLED CHECKS, RECEIPTS, ETC., WHICH DOCUMENT THE DISBURSEMENT OF FUNDS FOR THIS GRANT, ARE RETAINED BY THE GRANTEE FOR AT LEAST TWO YEARS AFTER FINAL DISBURSEMENT OF THE GRANT AND MAY BE EXAMINED BY THE IHS REPRESENTATIVES UPON REASONABLE NOTICE. THE IHS MAY INSPECT, AUDIT, OR COPY THE GRANTEE'S RECORDS. THE USE OF GRANT FUNDS IS RESTRICTED SOLELY TO THE PURPOSE OF THE GRANT AND SHOULD BE SO DESIGNATED ON GRANTEE ACCOUNTING AND FINANCIAL RECORDS. GRANT FUNDS MUST BE MANANGED FROM AN ORGANIZATION-HELD ACOUNT AND MAY NOT BE HELD IN A PERSONAL ACCOUNT. GRANTS OF $15,000 OR MORE MUST BE DEPOSITED IN AND MANAGED FROM A SEPARATE ACOUNT SET UP SPECIFICALLY FOR THE HERITAGE SUPPORT GRANT. AT THE END OF EACH GRANT TERM, ORGANIZATIONS ARE REQUIRED TO FILE A GRANT REPORT THAT MUST BE APPROVED IN ORDER TO BE ELIGIBLE FOR FUTURE FUNDING THROUGH THE HERITAGE SUPPORT GRANT PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JODY BLANKENSHIP | ||||||||||||||
| PRESIDENT & CEO | $265,264 | $0 | $0 | $0 | $0 | $0 | $21,221 | $0 | $30,024 | $0 | $316,509 | $0 | $0 | $0 |
| JEFFERY MATSUOKA | ||||||||||||||
| VP-BUSINESS & OPERATIONS | $141,223 | $0 | $0 | $0 | $0 | $0 | $11,298 | $0 | $21,939 | $0 | $174,460 | $0 | $0 | $0 |
| ANDREW HALTER | ||||||||||||||
| VP-DEVELOPMENT | $130,890 | $0 | $0 | $0 | $0 | $0 | $10,471 | $0 | $21,181 | $0 | $162,542 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $38,629 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR DESIGNATED | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS GOODS | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,184 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR DESIGNATED | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | IF A GIFT OF STOCK IS RECEIVED, THE IHS USES KEY BANK BROKERAGE ACCOUNT TO SELL THE STOCK. ANY GIFT OF REAL PROPERTY IS SOLD IMMEDIATELY THROUGH EXTERNAL REAL ESTATE AGENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ANY PERSON WHO MAKES A CASH CONTRIBUTION OF EQUAL OR GREATER VALUE THAN THE MEMBERSHIP FEE SHALL BE A MEMBER OF THE SOCIETY (A 'MEMBER'). THERE SHALL BE NO FURTHER APPLICATIONS FOR MEMBERSHIP OR APPROVAL REQUIRED. A MEMBER HAS NO VOTING RIGHTS IN THE SOCIETY, EXCEPT AS SPECIFICALLY PROVIDED IN THE ARTICLES OF INCORPORATION. MEMBERS OF THE SOCIETY PAY DUES EACH YEAR IN AN AMOUNT SPECIFIED BY THE BOARD OF TRUSTEES. A PERSON CEASES TO BE A MEMBER BY FAILING TO PAY DUES UPON SUCH TERMS AS THE BOARD MAY FROM TIME TO TIME SPECIFY. ALL MEMBERSHIPS SHALL INCLUDE, AT A MINIMUM, SUBSCRIPTIONS TO CURRENT PUBLICATIONS, DISCOUNTS FOR PURCHASES IN THE HISTORY MARKET, STARDUST CAF AND ON SOCIETY PROGRAMS. THE BOARD OF TRUSTEES MAY DEVELOP SPECIAL MEMBERSHIP BENEFITS AT DIFFERENT LEVELS OF CONTRIBUTION AND MAY PROVIDE ADDITIONAL RECOGNITION LEVELS FOR MEMBERS WHO MAINTAIN THEIR MEMBERSHIPS FOR LONG PERIODS OF TIME. MEETINGS OF THE MEMBERSHIP MAY BE CALLED BY THE CHAIRPERSON OR BY WRITTEN REQUEST BY AT LEAST 30 MEMBERS. MEMBERS DO NOT VOTE ON IHS MATTERS. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ELECTING NEW TRUSTEES, AND 1/3 OF THE TRUSTEES ARE ELECTED EACH YEAR TO SERVE A 3 YEAR TERM. THE BOARD CONSISTS OF NO FEWER THAN 15 AND NO MORE THAN 33 TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF FORM 990 AND NP-20 IS REVIEWED FIRST BY THE CONTROLLER. ANY CHANGES ARE COMMUNICATED TO THE ORGANIZATION'S ACCOUNTING FIRM. AFTER CHANGES ARE MADE THE FOLLOWING REVIEW PROCESS TAKES PLACE: - SENIOR MANAGEMENT TEAM REVIEWS THE FORM 990 AND NP-20. ANY CHANGES ARE COMMUNICATED TO THE ORGANIZATION'S ACCOUNTING FIRM. - AFTER CHANGES ARE MADE THE RETURNS ARE THEN SENT TO THE AUDIT COMMITTEE FOR FINAL REVIEW. ANY CHANGES ARE COMMUNICATED TO THE ORGANIZATION'S ACCOUNTING FIRM. - FINAL RETURNS ARE SENT TO THE CONTROLLER. RETURNS ARE SIGNED BY VP-BUSINESS AND OPERATIONS AND ARE SENT VIA CERTIFIED MAIL (RETURN RECEIPTS REQUESTED). COPIES OF RETURNS ARE KEPT IN THE ACCOUNTING OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, STAFF, AND PAID INTERNS OF THE INDIANA HISTORICAL SOCIETY ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS VIA THE CODE OF ETHICS FOR BOARD AND STAFF OF THE INDIANA HISTORICAL SOCIETY. THIS DOCUMENT OUTLINES ETHICAL EXPECTATIONS REGARDING ACCESS, ACCESSIONING, DEACCESSIONING, APPRAISALS, PRESERVATION, THEFT, PERSONAL RESEARCH, AWARDS, PERSONAL COLLECTING, AND PERSONAL DEALING. WHERE CONFLICTING INTERESTS CANNOT BE AVOIDED, THEY MUST AT LEAST BE DISCLOSED AND PROPERLY HANDLED SO AS TO MINIMIZE THEIR IMPACT. THE DOCUMENT INCLUDES PROCEDURES FOR CONSISTENT MONITORING AND ENFORCEMENT OF COMPLIANCY WHEN CONFLICTS ARE DISCOVERED. NEW EMPLOYEES ARE REQUIRED TO COMPLETE DISCLOSURE FORMS UPON HIRE. EMPLOYEES WHO EXPERIENCE CHANGES THAT COULD AFFECT THE ANSWERS ON THEIR DISCLOSURE FORMS ARE ASKED TO REQUEST AND FILE NEW DISCLOSURE FORMS WITHIN THE SAME YEAR. THE IHS AUDIT COMMITTEE HAS ALSO DETERMINED THAT NON-BOARD MEMBERS OF CERTAIN COMMITTEES WITH DECISION-MAKING ROLES SHOULD FILL OUT DISCLOSURE FORMS. THESE COMMITTEES CURRENTLY INCLUDE THE COLLECTIONS COMMITTEE, FINANCE COMMITTEE, AUDIT COMMITTEE, DEVELOPMENT COMMITTEE AND BUILDING RENOVATION TASK FORCE. DISCLOSURE FORMS ARE REQUESTED DURING THE FIRST QUARTER OF EACH CALENDAR YEAR AND ARE FILED WITH THE IHS EXECUTIVE ASSISTANT. DISCLOSURE FORMS ARE MADE AVAILABLE FOR AUDITORS AS REQUESTED. CURRENT POLICY IS FOR REGULAR REVIEW BY THE IHS AUDIT COMMITTEE ONCE DURING EACH CALENDAR YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO, OTHER OFFICERS OR KEY EMPLOYEES OF THE IHS INCLUDES THE FOLLOWING PROCESS: A SURVEY OF OTHER CEOS COMPENSATION IN THE AREA BY THE HR DIRECTOR, INPUT FROM THE EXECUTIVE COMMITTEE RELATED TO CANDIDATE QUALIFICATIONS AND COMPENSATION, PURCHASED SALARY SURVEYS FROM ASSOCIATION FOR ACCOUNTING MARKETING AND AMERICAN ASSOCIATION OF STATE AND LOCAL HISTORY, AND CONTINUOUS REVIEW OF OUR SALARY RANGES AND COMPARISON TO OTHER NON-PROFIT ORGANIZATIONS BY HR DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE IHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE IHS AUDIT COMMITTEE IS APPOINTED BY THE IHS BOARD OF TRUSTEES TO PROVIDE OVERSIGHT OF IHS FINANCIAL ACTIVITY AND REPORTING, OVERSIGHT REGARDING IHS SYSTEM OF INTERNAL CONTROL, AND A REPORTING MECHANISM TO THE IHS BOARD OF TRUSTEES ON FINANCIAL MATTERS PATICULARLY AS THEY ARE AUDIT-RELATED. THE DUTIES AND RESPONSIBILITIES OF THE IHS AUDIT COMMITTEE INCLUDE: -OVERSEE THE FINANCIAL REPORTING SYSTEM INCLUDING THE REVIEW OF INTERIM FINANCIAL STATEMENTS AND ANNUAL BUSINESS PLANS -MONITOR CHOICE OF ACCOUNTING POLICIES AND PRINCIPLES INCLUDING THE REVIEW OF ACCOUNTING POLICIES WITH IHS FINANCIAL PERSONNEL AND EXTERNAL AUDITORS -MONITOR INTERNAL CONTROL PROCESS INCLUDING REVIEWING WITH THE EXTERNAL AUDITORS THEIR EVALUATION OF IHS INTERNAL CONTROL SYSTEM AND PERFORMING FOLLOW-UP ON IMPLEMENTATION OF AUDITORS MANAGEMENT LETTER RECOMMENDATIONS -OVERSEE HIRING AND PERFORMANCE OF EXTERNAL AUDITORS THE IHS AUDIT COMMITTEE WILL ASSESS/CONFIRM THE FOLLOWING, AND REPORT FINDINGS TO THE BOARD OF TRUSTEES: -INDEPENDENCE OF THE EXTERNAL AUDITORS -LIMITATIONS PLACED ON THE SCOPE OR NATURE OF THEIR PROCEDURES FOR EACH AUDIT -DISAGREEMENTS WITH IHS STAFF THAT, IF NOT RESOLVED, COULD JEOPARDIZE THE AUDIT PROCESS -ANY ISSUES WHICH COULD LEAD TO A NON-STANDARD ACCOUNTANTS REPORT, E.G., QUALIFIED OPINION |