2024-11-22T13:56:16-06:00 2024-03-31 270851983 SPONSEL CPA GROUP LLC 251 N ILLINOIS ST STE 450 INDIANAPOLIS IN 46204 990 2023-04-01 237313245 MONROE COUNTY HISTORICAL SOCIETY INC MONR 8123322517 202 EAST SIXTH STREET BLOOMINGTON IN 47408 KURT JOURDAN TREASURER 8123322517 2024-11-22 1 1 ELIZABETH M BELCHER CPA P01227829 3176086699 2024-11-22 2023 2024-10-15 13:58:12Z KURT JOURDAN 202 EAST SIXTH STREET BLOOMINGTON IN 47408 1676223 0 X WWW.MONROEHISTORY.ORG X 1973 IN TO COLLECT, PRESERVE, RESEARCH, INTERPRET AND EXHIBIT THE HISTORY AND ARTIFACTS OF MONROE COUNTY. 18 18 13 90 0 0 110813 122453 15480 25419 242550 1337240 182851 182091 551694 1667203 0 0 0 0 338866 353026 0 0 24681 279489 293309 618355 646335 -66661 1020868 6577884 7452838 0 0 6577884 7452838 X THE PURPOSE OF THE SOCIETY IS TO COLLECT, PRESERVE, RESEARCH, INTERPRET AND EXHIBIT THE GENEALOGY, HISTORY AND ARTIFACTS OF MONROE COUNTY, INDIANA AS WELL AS RESEARCH AND INTERPRET THE RELATION OF THAT COUNTY'S GENEALOGY, HISTORY AND ARTIFACTS TO THE STATE OF INDIANA AND THE UNITED STATES, AND THERBY TO FOSTER A DEEPER UNDERSTANDING AND APPRECIATION OF MONROE COUNTY'S HISTORY, CULTURE AND NATURAL ENVIRONMENT. 0 0 529067 36744 THE MONROE COUNTY HISTORY CENTER, WHICH INCLUDES 12,000 SQUARE FEET OF MUSEUM GALLERY SPACE, A LOCAL HISTORY, GENEALOGY RESEARCH LIBRARY, AND A MUSEUM STORE, IS OPERATED BY THE MONROE COUNTY HISTORICAL SOCIETY. SEMI-PERMANENT EXHIBITS TELL THE HISTORY AND STORIES OF THE MONROE COUNTY COMMUNITY INCLUDING LOCAL INDUSTRY, EARLY FAMILIES, EDUCATION, AND HOME LIFE. THE HISTORY CENTER ALSO HAS THREE GALLERY SPACES THAT FEATURE CHANGING EXHIBITS ON TOPICS RELATED TO LOCAL HISTORY AND THE COMMUNITY. THESE EXHIBITS CHANGE EVERY 4-6 MONTHS. THE HISTORY CENTER AND THE RESEARCH LIBRARY ALSO DEVELOP AND HOST PUBLIC PROGRAMMING FOR ALL AGES RELATED TO CURRENT EXHIBITS, GENEALOGY, AND LOCAL HISTORY TOPICS. 529067 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 3 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 IN X TOBY FOSTER 8123322517 202 EAST SIXTH STREET BLOOMINGTON IN 47408 TERESA HULL PRESIDENT 1.00 X X 0 0 0 KELLY RICHARDSON VICE PRESIDENT 1.00 X X 0 0 0 KURT JOURDAN TREASURER 1.00 X X 0 0 0 CHRISTINA JONES SECRETARY 1.00 X X 0 0 0 ABBY MITCHELL ASSOCIATE TREASURER 1.00 X X 0 0 0 CHARLES AIKEN BOARD MEMBER 1.00 X 0 0 0 GEOFF BRADLEY BOARD MEMBER 1.00 X 0 0 0 JIM CAPSHEW BOARD MEMBER 1.00 X 0 0 0 MICHAEL CARTER BOARD MEMBER 1.00 X 0 0 0 SCOTT EMERY BOARD MEMBER 1.00 X 0 0 0 SCOTT FARIS BOARD MEMBER 1.00 X 0 0 0 LINDA FORSHEE BOARD MEMBER 1.00 X 0 0 0 MICHAEL FLORY BOARD MEMBER 1.00 X 0 0 0 JOYCE JEWELL BOARD MEMBER 1.00 X 0 0 0 CHERYL MUNSON BOARD MEMBER 1.00 X 0 0 0 KERMA MURRAY BOARD MEMBER 1.00 X 0 0 0 AVALYN QUICK BOARD MEMBER 1.00 X 0 0 0 ROGER ROBISON BOARD MEMBER 1.00 X 0 0 0 DANIEL SCHLEGEL JR DIRECTOR 40.00 X 62699 0 4932 62699 0 4932 0 0 0 0 0 29330 93123 122453 ADMISSIONS 900099 25419 25419 25419 130333 130333 1206907 0 1206907 1206907 1206907 179786 9020 170766 170766 11195 0 11195 11195 MISCELLANEOUS REVENUE 900099 130 130 130 1667203 36744 0 1508006 70193 59664 7019 3510 232617 197724 23262 11631 28536 24256 2854 1426 21680 18506 2116 1058 12425 12425 28495 28495 4599 1367 124 3108 21612 20978 423 211 33654 29699 3955 47139 42837 4302 69872 59391 6987 3494 17389 17389 PROGRAM SUPPLIES 53255 53117 138 COMMUNICATION 4869 4139 487 243 646335 529067 92587 24681 595149 883400 12173 6874 0 378 2479482 1654897 884252 824585 5086310 5737601 6577884 7452838 0 0 X 2703955 2910628 3873929 4542210 6577884 7452838 6577884 7452838 1020868 -145914 0 X X 1 X 0 1 0 X 177070 475130 319379 291177 293219 1555975 177070 475130 319379 291177 293219 1555975 90062 1465913 120779 100237 136770 107231 130333 595350 22179 1755 195 126 130 24385 2175710 417191 0.67380 0.65110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 3602111 781014 164099 4219026 4024624 -259681 162832 3602111 3846416 335949 157739 4024626 2853297 1148280 155161 3846416 3237952 -244129 140526 2853297 1.00000 0 0 475000 356250 118750 1733692 1070119 663573 270790 228528 42262 824585 CURRENT PORTION OF INVESTMENTS 215516 F OTHER ASSETS - TEMPORARY ENDOWMENT 195144 F INVESTMENTS - BOARD DESIGNATED FOUNDERS ENDOWMENT 1534418 F OTHER ASSETS - PERMANENT ENDOWMENT 3751984 F INVESTMENTS - LIBRARY 40539 F 5737601 X PART III, LINE 1A: COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED AND ARE RECORDED UNDER PROGRAM SUPPLIES EXPENSE. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH ASSETS WITHOUT DONOR RESTRICTIONS, AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS MODIFIED CASH BASIS OR THE STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS - MODIFIED CASH BASIS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS MODIFIED CASH BASIS ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. PART III, LINE 4: COLLECTION ITEMS CONSIST OF ART OBJECTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART X, LINE 2: MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE SOCIETY TO DETERMINE IF THE SOCIETY 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 THE SOCIETY, AND HAS CONCLUDED THAT AS OF MARCH 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENT. THE SOCIETY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NO INTEREST OR PENALTIES WERE INCURRED DURING THE YEAR ENDED MARCH 31, 2024 AND 2023. PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND ENDOWMENT FUNDS WILL BE USED TO FURTHER THE ORGANIZATION'S MISSION. GARAGE SALE 179452 179452 295 8725 2 334 334 179786 179786 295 8725 9020 170766 X SEE EXPLANATION 0 0 0 SCHEDULE M, LINE 33: THE ORGANIZATION REPORTS UNDER THE MODIFIED CASH BASIS OF ACCOUNTING. THE ORGANIZATION HAS ELECTED UNDER STATEMENT OF FINANCIAL ACCOUNTING STANDARDS NUMBER 116 NOT TO RECORD CONTRIBUTED HISTORICAL ITEMS. THEREFORE ZERO HAS BEEN RECORDED AS REVENUE ON SCHEDULE M. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE TREASURER, THEN PRESENTED TO THE FINANCE COMMITTEE FOR APPROVAL. IT IS THEN PRESENTED TO THE BOARD AT A REGULARLY SCHEDULED MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MONROE COUNTY HISTORICAL SOCIETY ASSUMES RESPONSIBILTY FOR THE ACTIONS OF MEMBERS OF THEIR GOVERNING AUTHORTY, EMPLOYEES, AND VOLUNTEERS IN THE PERFORMANCE OF MUSEUM-RELATED DUTIES. THE ORGANIZATION USES THEIR CODE OF ETHICS AND STANDARD OF CONDUCT TO ENSURE THE PRUDENT APPLICATION OF ITS RESOURCES, ENHANCE ITS EFFECTIVENESS, AND MAINTAIN PUBLIC CONFIDENCE. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE IS RESPONSIBLE FOR SETTING THE DIRECTOR'S SALARY. THIS COMMITTEE REVIEWS OUTSIDE SALARY SURVEYS TO DETERMINE AND SET A COMPARABLE SALARY FOR THE ORGANIZATION'S DIRECTOR AND DOCUMENTS THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST DURING REGULAR BUSINESS HOURS. FORM 990, PART XII, LINE 1: THE ORGANIZATION REPORTS UNDER THE MODIFIED CASH BASIS OF ACCOUNTING. NO CHANGES HAVE OCCURRED FROM THE PRIOR YEAR. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.