Northern In Historical Society
- Assets
- $1.8m
- Revenue
- $1.9m
- Investments
- $0.0
- Employees
- 30
- Location
- South Bend, IN
- Founding
- 07/1967
- Data as of
- 12/2021
- EIN
- 35-1124156
Organization Overview
Northern In Historical Society, operating under the name The History Museum, is located in South Bend, IN. The organization was established in 1967. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, History Museum employed 30 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. History Museum is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, History Museum generated $1.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.5% each year. All expenses for the organization totaled $1.7m during the year ending 12/2021. While expenses have increased by 2.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE HISTORY MUSEUM PRESERVES OUR REGION'S HERITAGE AND EDUCATES THE PUBLIC THROUGH OUR COLLECTIONS, EXHIBITS, AND PROGRAMS TO DEVELOP AN INFORMED UNDERSTANDING OF THE PAST.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE HISTORY MUSEUM PRESERVES OUR REGION'S HERITAGE AND EDUCATES THE PUBLIC THROUGH OUR COLLECTIONS, EXHIBITS, AND PROGRAMS TO DEVELOP AN INFORMED UNDERSTANDING OF THE PAST. IN 2021: 1) MAJOR EXHIBITS: VOTES FOR WOMEN, FULL CIRCLE: SHAKESPEAREAN CULTURE AT NOTRE DAME; MANUFACTURING VICTORY; SOCK'UM JOCHUM; POWER, PRODUCTION, AND PIONEERS: THE ST. JOSEPH RIVER. 2) PARTNERED WITH STUDEBAKER NATIONAL MUSEUM FOR THE MANUFACTURING VICTORY EXHIBIT, THE FIRST JOINT EXHIBIT BETWEEN THE TWO MUSEUMS, AND THE THIRD ANNUAL CONCOURS D'ELEGANCE. 3) PACKED AND MOVED OVER 20,000 ITEMS DONATED FROM CHILDREN'S MUSEUM IN MISHAWAKA. 4) SERVED OVER 700 RESEARCH REQUESTS FROM PATRONS. 5) PROVIDED DISCOUNTED ADMISSIONS FOR NEARLY 1,000 VISITORS TO PROMOTE HISTORY EDUCATION. 6) INCREASED IN-PERSON PUBLIC PROGRAMS, WITH OVER 4,250 ATTENDING. 7) RE-OPENED KIDSFIRST WITH ADDITIONAL PROGRAMMING; INCREASING CURRICULUM-BASED OFFERINGS. 8) INCREASED VIRTUAL PROGRAMS BY OVER 200%, WITH 28 PROGRAMS AND 19,434 VIEWS. 9) MADE MANY BUILDING IMPROVEMENTS; ARCHIVIST OFFICE AND BENDIX READING ROOM IN MUSEUM. REPLACED SIDING AND ROOF ON LEIGHTON GALLERY. REPLACED ROOF ON CARRIAGE HOUSE. ADDED CHIMNEY CAPS, REBUILD KITCHEN STEPS, AND PAINTED SEVERAL ROOMS IN THE OLIVER MANSION. BEGAN RECONSTRUCTION ON THE PUMP HOUSE. CONTINUED MAINTAINING THE HISTORIC GARDENS ALONG WITH ADDING FLOWER BEDS. 10) PARTNERED WITH WVPE FOR MUSIC IN THE GARDENS. OVER 1,200 ATTENDEES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brian Harding Executive Di | Officer | 39 | $70,107 |
Marilyn Jurgonski Director Fin | Officer | 33 | $46,619 |
Jim Tuesley President | OfficerTrustee | 2 | $0 |
Donald M Riggs Treasurer | OfficerTrustee | 2 | $0 |
Chris Strafford Vice Preside | OfficerTrustee | 2 | $0 |
Laura Ray Secretary | OfficerTrustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Edward J White Inc Plumbing, Heating, Air Conditioning In Museum | 12/30/20 | $130,779 |
Fox Valley Company Repair Stucco On Museum Building | 12/30/20 | $103,688 |
Midland Engineering Replace Museum Roof; Repair Roof Tiles Mansion | 12/30/20 | $129,742 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $27,482 |
| Fundraising events | $280,555 |
| Related organizations | $300,206 |
| Government grants | $532,930 |
| All other contributions, gifts, grants, and similar amounts not included above | $557,961 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,699,134 |
| Total Program Service Revenue | $115,689 |
| Investment income | $3,397 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $35,648 |
| Net Gain/Loss on Asset Sales | $942 |
| Net Income from Fundraising Events | -$5,316 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $14,013 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,875,609 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $116,932 |
| Compensation of current officers, directors, key employees. | $86,239 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $659,456 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $59,094 |
| Payroll taxes | $63,769 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $17,180 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $249 |
| Fees for services: Other | $1,000 |
| Advertising and promotion | $56,651 |
| Office expenses | $9,695 |
| Information technology | $26,150 |
| Royalties | $0 |
| Occupancy | $126,209 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $72,173 |
| Insurance | $54,352 |
| All other expenses | $38,459 |
| Total functional expenses | $1,698,751 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $648,174 |
| Savings and temporary cash investments | $111,111 |
| Pledges and grants receivable | $144,286 |
| Accounts receivable, net | $22,319 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $13,756 |
| Prepaid expenses and deferred charges | $22,064 |
| Net Land, buildings, and equipment | $801,001 |
| Investments—publicly traded securities | $51,643 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $25,630 |
| Total assets | $1,839,984 |
| Accounts payable and accrued expenses | $74,042 |
| Grants payable | $0 |
| Deferred revenue | $2,800 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $84,725 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $161,567 |
| Net assets without donor restrictions | $1,422,960 |
| Net assets with donor restrictions | $255,457 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,839,984 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Northern In Historical Society has recieved totaling $407,940.
| Awarding Organization | Amount |
|---|---|
Oliver Memorial Trust Foundation Las Vegas, NV PURPOSE: GENERAL OPERATING | $297,422 |
Judd Leighton Foundation Inc South Bend, IN PURPOSE: TO SUPPORT GENERAL OPERATIONS | $85,000 |
English-Bonter-Mitchell Foundation Pittsburgh, PA PURPOSE: WIEKAMP AUDITORIUM | $20,000 |
John W Anderson Foundation Valparaiso, IN PURPOSE: OPERATING | $5,000 |
Ge Foundation Norwalk, CT PURPOSE: MATCHING GIFTS | $300 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $218 |
Endowment Analysis
| Beg. Balance | $7,241,467 |
| Earnings | $1,258,505 |
| Admin Expense | $37,358 |
| Net Contributions | $25,470 |
| Other Expense | $300,206 |
| Ending Balance | $8,187,878 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jefferson National Parks Association Inc St Louis, MO | $9,104,174 | $5,372,825 |
Historic Hoosier Hills R C & D Inc Versailles, IN | $314,933 | $2,266,391 |
Friends Of The Chicago River Chicago, IL | $1,960,790 | $1,822,157 |
Language Conservancy Bloomington, IN | $1,366,684 | $2,095,112 |
Northern In Historical Society South Bend, IN | $1,839,984 | $1,875,609 |
Landmarks Preservation Council Chicago, IL | $10,408,115 | $1,991,527 |
State Historical Society Of Missouri Columbia, MO | $7,318,381 | $1,450,178 |
American Truck Historical Society Kansas City, MO | $4,869,322 | $1,570,216 |
Two Rivers Historical Society Two Rivers, WI | $1,166,797 | $640,666 |
Naperville Heritage Society Naperville, IL | $6,253,015 | $1,941,330 |
Milwaukee County Historical Society Milwaukee, WI | $3,176,056 | $1,183,454 |
Mark Twain Home Foundation Hannibal, MO | $26,878,588 | $1,390,749 |