MONROE COUNTY HISTORICAL SOCIETY INC

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Plain text MONROE COUNTY HISTORICAL SOCIETY INC. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/monroe-county-historical-society-inc-237313245. Retrieved 2026-10-25.

APA furp.org. (n.d.). MONROE COUNTY HISTORICAL SOCIETY INC [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 25, 2026, from https://furp.org/org/monroe-county-historical-society-inc-237313245

MLA “MONROE COUNTY HISTORICAL SOCIETY INC.” furp.org, tax years 2020–2024, https://furp.org/org/monroe-county-historical-society-inc-237313245. Accessed 25 Oct. 2026.

Retrieved 2026-10-25; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $677K · expenses $656K · assets $7.6M

EIN
23-7313245
Address
202 E 6TH ST, BLOOMINGTON, IN 47408-3518
Website
WWW.MONROEHISTORY.ORG
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
September 1973 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Daniel Schlegel Jr EXECUTIVE DIRECTOR2021-2024 $70,678$230,066 1
Susan Dyar (former) DIRECTOR (APR-JUL)2020-2021 $32,485$92,795 1

Officers and directors, no compensation reported

39 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Teresa Hull PRESIDENT2021-2024 1 $0 reported 1
Abby Mitchell VICE PRESIDENT2023-2024 1 $0 reported 1
Kurt Jourdan TREASURER2021-2024 1 $0 reported 1
Avalyn Quick SECRETARY2023-2024 1 $0 reported 1
Dave Musgrave ASSISTANT TREASURER2021-2024 1 $0 reported 1
Charles Aiken BOARD MEMBER2021-2024 1 $0 reported 1
Geoff Bradley BOARD MEMBER2023-2024 1 $0 reported 1
James Capshew BOARD MEMBER2024 1 $0 reported 1
Michael Carter BOARD MEMBER2020-2024 1 $0 reported 1
Scott Emery BOARD MEMBER2021-2024 1 $0 reported 1
Christina Jones BOARD MEMBER2022-2024 1 $0 reported 1
Linda Forshee BOARD MEMBER2023-2024 1 $0 reported 1
Michael Flory BOARD MEMBER2020-2024 1 $0 reported 1
Joyce Jewell BOARD MEMBER2023-2024 1 $0 reported 1
Ted B Markley BOARD MEMBER2024 1 $0 reported 1
Kerma Murray BOARD MEMBER2022-2024 1 $0 reported 1
Roger Robison BOARD MEMBER2023-2024 1 $0 reported 1
Kelly Richardson (former) VICE PRESIDENT2021-2023 1 $0 reported 1
Jim Capshew (former) BOARD MEMBER2022-2023 1 $0 reported 1
Scott Faris (former) BOARD MEMBER2020-2023 1 $0 reported 1
Cheryl Munson (former) BOARD MEMBER2020-2023 1 $0 reported 1
Phil Stafford (former) PRESIDENT2020-2022 1 $0 reported 1
Lois Dehoff (former) SECRETARY2021-2022 1 $0 reported 1
Betty Bridgwaters (former) BOARD MEMBER2020-2022 1 $0 reported 1
Roger Robinson (former) BOARD MEMBER2022 1 $0 reported 1
Jolene Wright (former) BOARD MEMBER2022 1 $0 reported 1
Scott Loman (former) VICE PRESIDENT2020-2021 2 $0 reported 1
Vickie Fry (former) TREASURER2020-2021 3 $0 reported 1
Jennifer Borland (former) SECRETARY2020-2021 2 $0 reported 1
Sue Ellen Bowman (former) BOARD MEMBER2020-2021 1 $0 reported 1
Mike Cornman (former) BOARD MEMBER2020-2021 1 $0 reported 1
Fred Dunn (former) BOARD MEMBER2020-2021 1 $0 reported 1
David Mccrea (former) BOARD MEMBER2020-2021 1 $0 reported 1
David Musgrave (former) ASSOCIATE SECRETARY2020 2 $0 reported 1
Bob Hammel (former) BOARD MEMBER2020 1 $0 reported 1
Donald Griffin Jr (former) BOARD MEMBER2020 1 $0 reported 1
Kelly Kish (former) BOARD MEMBER2020 1 $0 reported 1
Sue Sgambelluri (former) BOARD MEMBER2020 1 $0 reported 1
Teresa Steinsberger (former) BOARD MEMBER2020 1 $0 reported 1

People by year

2024 · 18 people listed · 1 paid, $71K · 12 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SCHLEGEL JR EXECUTIVE DIRECTOR40 $65,329$0$5,349 $70,6781
TERESA HULL PRESIDENT1 $0$0$0 $01
ABBY MITCHELL VICE PRESIDENT1 $0$0$0 $01
KURT JOURDAN TREASURER1 $0$0$0 $01
AVALYN QUICK SECRETARY1 $0$0$0 $01
DAVE MUSGRAVE ASSISTANT TREASURER1 $0$0$0 $01
CHARLES AIKEN BOARD MEMBER1 $0$0$0 $01
GEOFF BRADLEY BOARD MEMBER1 $0$0$0 $01
JAMES CAPSHEW BOARD MEMBER1 $0$0$0 $01
MICHAEL CARTER BOARD MEMBER1 $0$0$0 $01
SCOTT EMERY BOARD MEMBER1 $0$0$0 $01
CHRISTINA JONES BOARD MEMBER1 $0$0$0 $01
LINDA FORSHEE BOARD MEMBER1 $0$0$0 $01
MICHAEL FLORY BOARD MEMBER1 $0$0$0 $01
JOYCE JEWELL BOARD MEMBER1 $0$0$0 $01
TED B MARKLEY BOARD MEMBER1 $0$0$0 $01
KERMA MURRAY BOARD MEMBER1 $0$0$0 $01
ROGER ROBISON BOARD MEMBER1 $0$0$0 $01
2023 · 19 people listed · 1 paid, $68K · 13 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SCHLEGEL JR DIRECTOR40 $62,699$0$4,932 $67,6311
TERESA HULL PRESIDENT1 $0$0$0 $01
KELLY RICHARDSON VICE PRESIDENT1 $0$0$0 $01
KURT JOURDAN TREASURER1 $0$0$0 $01
CHRISTINA JONES SECRETARY1 $0$0$0 $01
ABBY MITCHELL ASSOCIATE TREASURER1 $0$0$0 $01
CHARLES AIKEN BOARD MEMBER1 $0$0$0 $01
GEOFF BRADLEY BOARD MEMBER1 $0$0$0 $01
JIM CAPSHEW BOARD MEMBER1 $0$0$0 $01
MICHAEL CARTER BOARD MEMBER1 $0$0$0 $01
SCOTT EMERY BOARD MEMBER1 $0$0$0 $01
SCOTT FARIS BOARD MEMBER1 $0$0$0 $01
LINDA FORSHEE BOARD MEMBER1 $0$0$0 $01
MICHAEL FLORY BOARD MEMBER1 $0$0$0 $01
JOYCE JEWELL BOARD MEMBER1 $0$0$0 $01
CHERYL MUNSON BOARD MEMBER1 $0$0$0 $01
KERMA MURRAY BOARD MEMBER1 $0$0$0 $01
AVALYN QUICK BOARD MEMBER1 $0$0$0 $01
ROGER ROBISON BOARD MEMBER1 $0$0$0 $01
2022 · 19 people listed · 1 paid, $62K · 15 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SCHLEGEL JR DIRECTOR40 $60,540$0$1,811 $62,3511
PHIL STAFFORD PRESIDENT1 $0$0$0 $01
KELLY RICHARDSON VICE PRESIDENT1 $0$0$0 $01
KURT JOURDAN TREASURER1 $0$0$0 $01
LOIS DEHOFF SECRETARY1 $0$0$0 $01
TERESA HULL ASSOCIATE SECRETARY1 $0$0$0 $01
CHARLES AIKEN BOARD MEMBER1 $0$0$0 $01
BETTY BRIDGWATERS BOARD MEMBER1 $0$0$0 $01
MICHAEL CARTER BOARD MEMBER1 $0$0$0 $01
ROGER ROBINSON BOARD MEMBER1 $0$0$0 $01
SCOTT EMERY BOARD MEMBER1 $0$0$0 $01
SCOTT FARIS BOARD MEMBER1 $0$0$0 $01
CHERYL MUNSON BOARD MEMBER1 $0$0$0 $01
DAVE MUSGRAVE BOARD MEMBER1 $0$0$0 $01
JIM CAPSHEW BOARD MEMBER1 $0$0$0 $01
MICHAEL FLORY BOARD MEMBER1 $0$0$0 $01
CHRISTINA JONES BOARD MEMBER1 $0$0$0 $01
KERMA MURRAY BOARD MEMBER1 $0$0$0 $01
JOLENE WRIGHT BOARD MEMBER1 $0$0$0 $01
2021 · 22 people listed · 2 paid, $62K · 10 employees · 97 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN DYAR DIRECTOR (APR-JUL)40 $31,474$0$1,011 $32,4851
DANIEL SCHLEGEL JR DIRECTOR (JUL-MAR)40 $28,731$0$675 $29,4061
PHIL STAFFORD PRESIDENT3 $0$0$0 $01
SCOTT LOMAN VICE PRESIDENT2 $0$0$0 $01
VICKIE FRY TREASURER3 $0$0$0 $01
JENNIFER BORLAND SECRETARY2 $0$0$0 $01
MICHAEL FLORY EX-OFFICIO SECRETARY1 $0$0$0 $01
CHARLES AIKEN BOARD MEMBER1 $0$0$0 $01
SUE ELLEN BOWMAN BOARD MEMBER1 $0$0$0 $01
BETTY BRIDGWATERS BOARD MEMBER1 $0$0$0 $01
MICHAEL CARTER BOARD MEMBER1 $0$0$0 $01
MIKE CORNMAN BOARD MEMBER1 $0$0$0 $01
LOIS DEHOFF BOARD MEMBER1 $0$0$0 $01
FRED DUNN BOARD MEMBER1 $0$0$0 $01
SCOTT EMERY BOARD MEMBER1 $0$0$0 $01
SCOTT FARIS BOARD MEMBER1 $0$0$0 $01
TERESA HULL BOARD MEMBER1 $0$0$0 $01
KURT JOURDAN BOARD MEMBER1 $0$0$0 $01
DAVID MCCREA BOARD MEMBER1 $0$0$0 $01
CHERYL MUNSON BOARD MEMBER1 $0$0$0 $01
DAVE MUSGRAVE BOARD MEMBER1 $0$0$0 $01
KELLY RICHARDSON BOARD MEMBER1 $0$0$0 $01
2020 · 20 people listed · 1 paid, $60K · 10 employees · 80 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN DYAR EXECUTIVE DIRECTOR40 $58,477$0$1,833 $60,3101
JENNIFER BORLAND PRESIDENT3 $0$0$0 $01
PHIL STAFFORD VICE-PRESIDENT2 $0$0$0 $01
VICKIE FRY TREASURER3 $0$0$0 $01
MICHAEL FLORY SECRETARY2 $0$0$0 $01
DAVID MUSGRAVE ASSOCIATE SECRETARY2 $0$0$0 $01
BETTY BRIDGWATERS BOARD MEMBER1 $0$0$0 $01
BOB HAMMEL BOARD MEMBER1 $0$0$0 $01
CHERYL MUNSON BOARD MEMBER1 $0$0$0 $01
DAVID MCCREA BOARD MEMBER1 $0$0$0 $01
DONALD GRIFFIN JR BOARD MEMBER1 $0$0$0 $01
FRED DUNN BOARD MEMBER1 $0$0$0 $01
KELLY KISH BOARD MEMBER1 $0$0$0 $01
MICHAEL CARTER BOARD MEMBER1 $0$0$0 $01
MIKE CORNMAN BOARD MEMBER1 $0$0$0 $01
SCOTT FARIS BOARD MEMBER1 $0$0$0 $01
SCOTT LOMAN BOARD MEMBER1 $0$0$0 $01
SUE ELLEN BOWMAN BOARD MEMBER1 $0$0$0 $01
SUE SGAMBELLURI BOARD MEMBER1 $0$0$0 $01
TERESA STEINSBERGER BOARD MEMBER1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2021$0$01
2020$0$01
2017$29,718$02
Largest awards · 2 shown
YearAgencyKindProgramDescriptionObligated
2017Institute of Museum and Library ServicesGrant or other assistanceMUSEUMS FOR AMERICA 45.301"THE MONROE COUNTY HISTORY CENTER WILL ENHANCE THE STORAGE CONDITIONS AND PRESERVATION OF 40 PERCENT OF ITS COLLECTIONS OF 50,000 OBJECTS, DOCUMENTS, AND PHOTOG$23,718
2017National Endowment for the HumanitiesGrant or other assistancePROMOTION OF THE HUMANITIES_DIVISION OF PRESERVATION AND ACCESS 45.149COLLECTIONS STORAGE SHELVING UPGRADE$6,000

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-03-31 · view filing · original 990 ↗
$677,388$655,934 $7,606,352$7,606,352 $163,325$29,688 $73,5421290
2023 · Form 990 period ending 2024-03-31 · view filing · original 990 ↗
$1,667,203$646,335 $7,452,838$7,452,838 $122,453$25,419 $70,1931390
2022 · Form 990 period ending 2023-03-31 · view filing · original 990 ↗
$551,694$618,355 $6,577,884$6,577,884 $110,813$15,480 $67,3201590
2021 · Form 990 period ending 2022-03-31 · view filing · original 990 ↗
$662,993$579,899 $7,281,106$7,281,106 $149,557$6,167 $64,0471097
2020 · Form 990 period ending 2021-03-31 · view filing · original 990 ↗
$1,007,835$544,518 $7,002,534$7,002,534 $401,804$5,263 $64,6811080

Funders of this organization

5 grantors reported grants to this organization, $386,484 in all, tax years 2009 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC DAF sponsor Exact 2009-2012, 2016-2024 13$362,755 2024$24,426
show
INDIANA HUMANITIES COUNCIL INC Public charity Exact 2019-2020 2$22,500 2020$15,000
show
JOE & JAN LARSON FOUNDATION INC Private foundation Fuzzy filed as “Monroe County Historical Society Inc”, “MONROE COUNTY HISTORICAL SOCIETY INC” 2009-2010 2$750 2010$250
show
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “MONROE COUNTY HISTORICAL SOCIETY INC” 2013 1$250 2013$250
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “MONROE COUNTY HISTORICAL SOCIETY INC” 2020-2023 4$229 2023$75
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CARMEL-CLAY HISTORICAL SOCIETY INCINNot reported $659,854$925,032 SECRETARY$0 Similar name, revenue within 2x, same state
MONROE COUNTY HISTORICAL ASSOC INCPANot reported $949,018$317,305 PRESIDENT$0 Similar name, revenue within 2x, similar mission
CLARK COUNTY HISTORICAL SOCIETYOHA82 $1,195,570$1,250,236 EXECUTIVE DIRECTOR$59,339 Similar name, revenue within 2x, similar mission
MARION COUNTY HISTORICAL SOCIETYOHNot reported $415,130$237,007 Director$0 Similar name, revenue within 2x, similar mission
PREBLE COUNTY HISTORICAL SOCIETY INCOHA82 $820,080$249,774 EXECUTIVE DI$45,855 Similar name, revenue within 2x
STEARNS COUNTY HISTORICAL SOCIETY INCMNA82 $992,813$953,518 EXECUTIVE DIRECTOR$77,319 Similar name, revenue within 2x
WINONA COUNTY HISTORICAL SOCIETY INCMNA82 $1,116,180$698,432 EXECUTIVE DIRECTOR$86,922 Similar name, revenue within 2x
ALBEMARLE COUNTY HISTORICAL SOCIETY INCVAA82 $407,599$315,494 PRESIDENT$0 Similar name, revenue within 2x
CHEROKEE COUNTY HISTORICAL SOCIETY INCGANot reported $730,077$762,709 President$0 Similar name, revenue within 2x
STARK COUNTY HISTORICAL SOCIETYOHA82 $1,291,449$1,441,655 EXECUTIVE DI$83,913 Similar name, revenue within 2x, similar mission
HISTORICAL SOCIETY OF FREDERICK COUNTY INCMDA82 $726,132$627,836 EXECUTIVE DIRECTOR$94,348 Similar name, revenue within 2x, similar mission
STEELE COUNTY HISTORICAL SOCIETYMNNot reported $394,692$479,433 Executive Director$58,937 Similar name, revenue within 2x, similar mission
RACINE COUNTY HISTORICAL SOCIETY AND MUSEUM INCWINot reported $426,803$403,484 Executive Direc$71,172 Similar name, revenue within 2x, similar mission
BIG HORN COUNTY HISTORICAL SOCIETYMTNot reported $1,073,018$254,375 President$0 Similar name, revenue within 2x, similar mission
CENTRE COUNTY HISTORICAL SOCIETYPAA80 $342,593$230,699 EXECUTIVE DIRECTOR$39,833 Similar name, revenue within 2x, similar mission
ORLEANS COUNTY HISTORICAL SOCIETY INCVTA80 $552,896$477,896 TRUSTEE$0 Similar name, revenue within 2x
MONTEREY COUNTY HISTORICAL SOCIETYCAA82 $1,141,376$286,042 VICE PRESIDE$0 Similar name, revenue within 2x
COOS COUNTY HISTORICAL SOCIETYORNot reported $617,424$621,212 EXECUTIVE DIRECTOR$72,736 Similar name, revenue within 2x
CHESTER COUNTY HISTORICAL SOCIETYPAA82 $1,181,315$1,374,025 PRESIDENT$95,511 Similar name, revenue within 2x
DOOR COUNTY HISTORICAL SOCIETYWINot reported $384,142$311,033 EXECUTIVE DIRECTOR$58,118 Similar name, revenue within 2x
GOODHUE COUNTY HISTORICAL SOCIETYMNA82 $419,837$457,668 EXECUTIVE DIRECTOR$63,357 Similar name, revenue within 2x
WOOD COUNTY HISTORICAL SOCIETYOHNot reported $486,216$387,209 TRUSTEE$0 Similar name, revenue within 2x
LOWNDES COUNTY HISTORICAL SOCIETYGANot reported $343,416$193,999 Director$57,000 Similar name, revenue within 2x
GILLISPIE COUNTY HISTORICAL SOCIETY INCTXA82 $1,023,450$1,088,792 EXECUTIVE DIRECTOR$69,680 Similar name, revenue within 2x
IMPERIAL COUNTY HISTORICAL SOCIETYCANot reported $566,384$514,273 Past President$0 Similar name, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
CUSTER BATTLEFIELD PRESERVATION COMMITTEE Private foundation$4,097,0763 12020–2022 BIG HORN COUNTY HISTORICAL SOCIETY
STARK COMMUNITY FOUNDATION INC DAF sponsor$2,935,12215 12010–2024 STARK COUNTY HISTORICAL SOCIETY
HUGH LEANDER ADAMS MARY TRUBULL ADAMS AND HUGH TRUMBULL Private foundation$2,052,1877 12018–2024 LEBANON HISTORICAL SOCIETY INC
DAVID AND JANIS LARSON FOUNDATION Private foundation$1,390,0005 12020–2024 POPE COUNTY HISTORICAL SOCIETY
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$1,385,11525 32010–2025 GOODHUE COUNTY HISTORICAL SOCIETY; WASECA COUNTY HISTORICAL SOCIETY; WASHINGTON COUNTY HISTORICAL SOCIETY
QUAD CITIES GOLF CLASSIC CHARITABLE FOUNDATION DAF sponsor$1,189,02514 12011–2024 JACKSON COUNTY HISTORICAL SOCIETY
DOUGLAS COUNTY COMMUNITY FOUNDATION DAF sponsor$966,56817 12011–2024 DOUGLAS COUNTY HISTORICAL SOCIETY
LORAINE C PIERCE 2 63354 Private foundation$911,65014 12012–2025 CHESTER COUNTY HISTORICAL SOCIETY
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$854,35653 202017–2024 HISTORICAL SOCIETY OF MARTIN COUNTY INC; CENTRE COUNTY HISTORICAL SOCIETY; MARCO ISLAND HISTORICAL SOCIETY INC; SEDONA HISTORICAL SOCIETY INC and 16 more
GLENN DEGNER TRUST FBO STEELE COUNTY HISTORICAL SOCIETY Private foundation$824,6258 12018–2025 STEELE COUNTY HISTORICAL SOCIETY
RUTH ST JOHN & JOHN DUNHAM WEST FOUNDATION INC Private foundation$791,10016 12020–2025 MANITOWOC COUNTY HISTORICAL SOCIETY
CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT Private foundation$768,27011 12014–2024 MARCO ISLAND HISTORICAL SOCIETY INC
RACINE COMMUNITY FOUNDATION INC DAF sponsor$732,66114 12011–2025 RACINE COUNTY HISTORICAL SOCIETY AND MUSEUM INC
COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC DAF sponsor$693,48417 12010–2025 JEFFERSON COUNTY HISTORICAL SOCIETY
THE CHICAGO COMMUNITY TRUST DAF sponsor$657,2006 22017–2021 HISTORICAL SOCIETY OF MARTIN COUNTY INC; GOODHUE COUNTY HISTORICAL SOCIETY

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $655,934 spent · pay $348,519 · grants $0 · events $4,068
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $223,380$189,873$22,338$11,169 34.1%
Pay: officers, directors, trustees, key employees $73,542$62,510$7,354$3,678 11.2%
Depreciation and depletion $69,040$58,684$6,904$3,452 10.5%
Occupancy $50,039$38,030$12,009- 7.6%
Other (as described)PROGRAM SUPPLIES $47,413$47,348$65- 7.2%
Information technology $35,088$29,825$5,263- 5.3%
Other employee benefits $30,723$26,115$3,072$1,536 4.7%
Insurance $28,984$28,984-- 4.4%
Fees: investment management $25,186-$25,186- 3.8%
Office expenses $23,561$20,592$1,980$989 3.6%
Fees: accounting $22,150-$22,150- 3.4%
Payroll taxes $20,874$17,743$2,087$1,044 3.2%
Other (as described)COMMUNICATION $3,356$2,853$336$167 0.5%
Advertising and promotion $2,598$891$81$1,626 0.4%
Fundraising events Eventdirect expenses; gross income $191,747$4,068reported apart
Total$655,934100%

View the filing

2023 · Form 990 · $646,335 spent · pay $353,026 · grants $0 · events $9,020
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $232,617$197,724$23,262$11,631 36.0%
Pay: officers, directors, trustees, key employees $70,193$59,664$7,019$3,510 10.9%
Depreciation and depletion $69,872$59,391$6,987$3,494 10.8%
Other (as described)PROGRAM SUPPLIES $53,255$53,117$138- 8.2%
Occupancy $47,139$42,837$4,302- 7.3%
Information technology $33,654$29,699$3,955- 5.2%
Other employee benefits $28,536$24,256$2,854$1,426 4.4%
Fees: investment management $28,495-$28,495- 4.4%
Payroll taxes $21,680$18,506$2,116$1,058 3.4%
Office expenses $21,612$20,978$423$211 3.3%
Insurance $17,389$17,389-- 2.7%
Fees: accounting $12,425-$12,425- 1.9%
Other (as described)COMMUNICATION $4,869$4,139$487$243 0.8%
Advertising and promotion $4,599$1,367$124$3,108 0.7%
Fundraising events Eventdirect expenses; gross income $179,786$9,020reported apart
Total$646,335100%

View the filing

2022 · Form 990 · $618,355 spent · pay $338,866 · grants $0 · events $9,061
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $222,685$189,282$22,268$11,135 36.0%
Depreciation and depletion $69,553$59,120$6,955$3,478 11.2%
Pay: officers, directors, trustees, key employees $67,320$57,222$6,732$3,366 10.9%
Occupancy $54,612$48,979$5,633- 8.8%
Information technology $30,919$27,364$3,555- 5.0%
Fees: investment management $29,352-$29,352- 4.7%
Other employee benefits $28,104$23,888$2,811$1,405 4.5%
Other (as described)PROGRAM SUPPLIES $23,512$23,512$0$0 3.8%
Insurance $22,909$22,909-- 3.7%
Payroll taxes $20,757$17,787$1,980$990 3.4%
Office expenses $17,640$16,756$589$295 2.9%
Advertising and promotion $13,152$3,600$327$9,225 2.1%
Fees: accounting $11,275-$11,275- 1.8%
Other (as described)COMMUNICATION $6,565$5,580$657$328 1.1%
Fundraising events Eventdirect expenses; gross income $180,364$9,061reported apart
Total$618,355100%

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2021 · Form 990 · $579,899 spent · pay $312,751 · grants $0 · events $3,491
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $200,830$170,706$20,083$10,041 34.6%
Depreciation and depletion $67,947$57,502$6,963$3,482 11.7%
Pay: officers, directors, trustees, key employees $64,047$54,439$6,405$3,203 11.0%
Occupancy $45,500$41,029$4,471- 7.8%
Other (as described)PROGRAM SUPPLIES $41,431$41,431-- 7.1%
Fees: investment management $32,097-$32,097- 5.5%
Information technology $28,684$25,417$3,267- 4.9%
Other employee benefits $26,607$22,617$2,660$1,330 4.6%
Payroll taxes $21,267$18,416$1,901$950 3.7%
Office expenses $15,195$14,690$337$168 2.6%
Insurance $15,115$15,115-- 2.6%
Fees: accounting $10,200-$10,200- 1.8%
Advertising and promotion $6,479$2,629$239$3,611 1.1%
Other (as described)COMMUNICATION $4,500$3,825$450$225 0.8%
Fundraising events Eventdirect expenses; gross income $173,313$3,491reported apart
Total$579,899100%

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2020 · Form 990 · $544,518 spent · pay $309,219 · grants $0 · events $1,344
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $195,165$165,891$19,516$9,758 35.8%
Depreciation and depletion $70,237$59,701$7,024$3,512 12.9%
Pay: officers, directors, trustees, key employees $64,681$54,978$6,469$3,234 11.9%
Occupancy $45,629$41,506$4,123- 8.4%
Information technology $29,766$26,619$3,147- 5.5%
Other employee benefits $27,380$23,273$2,738$1,369 5.0%
Fees: investment management $25,621-$25,621- 4.7%
Payroll taxes $21,993$19,264$1,820$909 4.0%
Other (as described)PROGRAM SUPPLIES $21,802$21,802-- 4.0%
Office expenses $12,868$12,353$343$172 2.4%
Insurance $12,808$12,808-- 2.4%
Fees: accounting $7,580$600$6,980- 1.4%
Other (as described)COMMUNICATION $5,039$4,283$504$252 0.9%
Advertising and promotion $3,949$3,354$241$354 0.7%
Fundraising events Eventdirect expenses; gross income $74,670$1,344reported apart
Total$544,518100%

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