Civic Intelligence

Monroe County Historical Society Inc

EIN 23-7313245 • 501(c)3 • Bloomington, IN

Profile

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.

202 East Sixth StreetBloomington, IN 47408

www.monroehistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

47th percentile

3.2%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

1.5%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

36th percentile

0.7%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,606,352

Up $153,514 (+2.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$7,606,352

Up $153,514 (+2.1%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin47th percentile

Revenue

Down

$677,388

Down $989,815 (-59%) from 2024

Expenses

Up

$655,934

Up $9,599 (+1.5%) from 2024

Net Income

Down

$21,454

Down $999,414 (-98%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $7,002,534Liabilities 2021: $0Net Assets 2021: $7,002,5342021Assets 2022: $7,281,106Liabilities 2022: $0Net Assets 2022: $7,281,1062022Assets 2023: $6,577,884Liabilities 2023: $0Net Assets 2023: $6,577,8842023Assets 2024: $7,452,838Liabilities 2024: $0Net Assets 2024: $7,452,8382024Assets 2025: $7,606,352Liabilities 2025: $0Net Assets 2025: $7,606,3522025

Highlighted filing

2025

Assets$7,606,352
Liabilities$0
Net Assets$7,606,352
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,007,835Expenses 2021: $544,518Net Income 2021: $463,3172021Revenue 2022: $662,993Expenses 2022: $579,899Net Income 2022: $83,0942022Revenue 2023: $551,694Expenses 2023: $618,355Net Income 2023: -$66,6612023Revenue 2024: $1,667,203Expenses 2024: $646,335Net Income 2024: $1,020,8682024Revenue 2025: $677,388Expenses 2025: $655,934Net Income 2025: $21,4542025

Highlighted filing

2025

Revenue$677,388
Expenses$655,934
Net Income$21,454
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,606,352
Liabilities
$0
Net assets
$7,606,352
Revenue
$677,388
Expenses
$655,934
Net income
$21,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.68$0.66$0.02
2024Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$1.67$0.65$1.02
2023Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.55$0.62$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.66$0.58$0.08
2021Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$1.01$0.54$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$681,456
Mission and Program Overview

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.

To collect, preserve, research, interpret and exhibit the history and artifacts of monroe county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,737,601$6,105,534▲ $367,933
Land, Buildings, and Equipment, Net$824,585$822,931▼ $1,654
Cash and Non-Interest-Bearing Accounts$883,400$670,466▼ $212,934
Inventories for Sale or Use$6,874$7,421▲ $547
Prepaid Expenses and Deferred Charges$378$0▼ $378
Total Assets$7,452,838$7,606,352▲ $153,514
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,542,210$4,704,113▲ $161,903
Net Assets Without Donor Restrictions$2,910,628$2,902,239▼ $8,389
Total Net Assets Fund Balance$7,452,838$7,606,352▲ $153,514
Total Liabilities and Net Assets / Fund Balance$7,452,838$7,606,352▲ $153,514

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$678,353$1,118,318$1,796,671
Buildings$106,875$368,125$475,000
Equipment$37,703$237,494$275,197
Other Securities$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,219,026-▲ $286,183$167,847$4,337,362
2023$3,602,111-▲ $781,014$164,099$4,219,026
2022$4,024,624-▼ $259,681$162,832$3,602,111
2021$3,846,416-▲ $335,949$157,739$4,024,626
2020$2,853,297-▲ $1,148,280$155,161$3,846,416
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel Schlegel JrExecutive DirectorFT$65,329$5,349$70,678

Board Members and Trustees

NameTitle
Teresa HullPresident
Abby MitchellVice President
Charles AikenBoard Member
Christina JonesBoard Member
Geoff BradleyBoard Member
James CapshewBoard Member
Joyce JewellBoard Member
Kerma MurrayBoard Member
Linda ForsheeBoard Member
Michael CarterBoard Member
Michael FloryBoard Member
Roger RobisonBoard Member
Scott EmeryBoard Member
Ted B MarkleyBoard Member
Dave MusgraveAssistant Treasurer
Avalyn QuickSecretary
Kurt JourdanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,325
Program Service Revenue
$29,688
Investment Income
$288,692
Other Revenue
$195,683
All Other Contributions
$126,975
Change in Net Assets
$21,454

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$348,519
Other Expenses$307,415
Total Fundraising Expense$23,661
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$189,873$22,338$11,169$223,380
Current Officers, Directors, Trustees, and Key Employees$62,510$7,354$3,678$73,542
Depreciation Depletion$58,684$6,904$3,452$69,040
Occupancy$38,030$12,009-$50,039
Information Technology$29,825$5,263-$35,088
Other Employee Benefits$26,115$3,072$1,536$30,723
Insurance$28,984--$28,984
Fees for Service Investment Mgmnt Fees-$25,186-$25,186
Office Expenses$20,592$1,980$989$23,561
Fees for Services Accounting-$22,150-$22,150
Payroll Taxes$17,743$2,087$1,044$20,874
Other Expenses$2,853$336$167$3,356
Advertising$891$81$1,626$2,598
Total Functional Expenses$523,448$108,825$23,661$655,934
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$191,747
Fundraising Direct Expenses$4,068
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
June Garage Sale$126,927$126,927$918$126,009
November Garage Sale$64,229$64,229$2,319$61,910
Total Events$191,747$191,747$4,068$187,679
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Monroe County Historical Society Inc
EIN
23-7313245
Phone
8123322517
Address
202 EAST SIXTH STREET, BLOOMINGTON, IN 47408

Signing Officer

Name
Kurt Jourdan
Title
Treasurer
Phone
8123322517
Signed
2025-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Jourdan
Formed
1973
Legal Domicile
In
Voting Board Members
17
Independent Board Members
17
Employees
12
Volunteers
90

Preparer

Firm
Sponsel CPA Group LLC
Address
251 N ILLINOIS ST STE 450, INDIANAPOLIS, IN 46204
Preparer
Elizabeth M Belcher CPA
Phone
3176086699
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 580 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE 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.
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IRS990/MissionDesc0THE 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.
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