Civic Intelligence

Switzerland County Historical Society Inc

EIN 35-1587464 • 501(c)3 • Vevay, IN

Profile

HISTORICAL PRESERVATION

208 E Market StreetVevay, IN 47043

www.switzcomuseums.org

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.02x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-65%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$12,240

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

24th percentile

-7.3%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$535,198

Down $42,019 (-7.3%) from 2023

Liabilities

Down

$1,104

Down $733 (-40%) from 2023

Net Assets

Down

$534,094

Down $41,286 (-7.2%) from 2023

Revenue

Down

$63,357

Down $16,173 (-20%) from 2023

Expenses

Up

$104,643

Up $6,022 (+6.1%) from 2023

Net Income

Down

-$41,286

Down $22,195 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $664,687Liabilities 2012: $2,123Net Assets 2012: $662,5642012Assets 2013: $745,015Liabilities 2013: $1,918Net Assets 2013: $743,0972013Assets 2014: $725,722Liabilities 2014: $1,553Net Assets 2014: $724,1692014Assets 2015: $698,047Liabilities 2015: $1,236Net Assets 2015: $696,8112015Assets 2016: $815,721Liabilities 2016: $1,253Net Assets 2016: $814,4682016Assets 2017: $743,584Liabilities 2017: $1,369Net Assets 2017: $742,2152017Assets 2018: $759,019Liabilities 2018: $3,058Net Assets 2018: $755,9612018Assets 2019: $732,208Liabilities 2019: $1,220Net Assets 2019: $730,9882019Assets 2020: $722,064Liabilities 2020: $1,162Net Assets 2020: $720,9022020Assets 2021: $678,275Liabilities 2021: $1,203Net Assets 2021: $677,0722021Assets 2022: $595,739Liabilities 2022: $1,268Net Assets 2022: $594,4712022Assets 2023: $577,217Liabilities 2023: $1,837Net Assets 2023: $575,3802023Assets 2024: $535,198Liabilities 2024: $1,104Net Assets 2024: $534,0942024

Highlighted filing

2024

Assets$535,198
Liabilities$1,104
Net Assets$534,094

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $106,3152012Revenue 2013: $195,397Expenses 2013: $114,864Net Income 2013: $80,5332013Revenue 2014: $88,755Expenses 2014: $107,683Net Income 2014: -$18,9282014Revenue 2015: $86,755Expenses 2015: $114,113Net Income 2015: -$27,3582015Revenue 2016: $221,190Expenses 2016: $103,533Net Income 2016: $117,6572016Revenue 2017: $111,162Expenses 2017: $183,415Net Income 2017: -$72,2532017Revenue 2018: $141,091Expenses 2018: $127,344Net Income 2018: $13,7472018Revenue 2019: $82,860Expenses 2019: $107,833Net Income 2019: -$24,9732019Revenue 2020: $91,420Expenses 2020: $101,506Net Income 2020: -$10,0862020Revenue 2021: $85,425Expenses 2021: $129,255Net Income 2021: -$43,8302021Revenue 2022: $59,611Expenses 2022: $142,212Net Income 2022: -$82,6012022Revenue 2023: $79,530Expenses 2023: $98,621Net Income 2023: -$19,0912023Revenue 2024: $63,357Expenses 2024: $104,643Net Income 2024: -$41,2862024

Highlighted filing

2024

Revenue$63,357
Expenses$104,643
Net Income-$41,286

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$64,414
Mission and Program Overview

Mission

HISTORICAL PRESERVATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$376,560$337,408▼ $39,152
Pd in Cap Srpls Land Bldg Eqp Fund$320,137$320,137→ $0
Rtn Earn Endowment Incm Other Fnds$245,309$204,023▼ $41,286
Savings and Temporary Cash Investments$60,239$66,735▲ $6,496
Cash and Non-Interest-Bearing Accounts$24,462$16,089▼ $8,373
Cap Stk Tr Prin Current Funds$9,934$9,934→ $0
Inventories for Sale or Use$4,031$3,041▼ $990
Total Assets$577,217$535,198▼ $42,019
Other Assets Total$111,925$111,925→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,837$1,104▼ $733
Total Liabilities$1,837$1,104▼ $733
Net Assets / Fund Balance
Total Net Assets Fund Balance$575,380$534,094▼ $41,286
Total Liabilities and Net Assets / Fund Balance$577,217$535,198▼ $42,019

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$276,723$444,318$721,041
Other Land Buildings$28,664$77,426$106,090
Equipment$1,271$58,901$60,172
Land$30,750-$30,750
Other Assets Org$111,925--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Martha BladenExecutive DirectorPT$12,240$12,240

Board Members and Trustees

NameTitle
Brian LucasPresident
Sundra WhithamVice President
Claudia DawsonDirector
Steve HertzmanDirector
Susie DeanDirector
Barry BrownSecretary
Anita DannerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$53,473
Program Service Revenue
$1,428
Investment Income
$7,822
Other Revenue
$634
All Other Contributions
$20,214
Change in Net Assets
$-41,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,182
Salaries, Compensation, and Employee Benefits$18,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$0$39,152$0$39,152
All Other Expenses$0$19,741$0$19,741
Current Officers, Directors, Trustees, and Key Employees$0$12,240$0$12,240
Other Salaries and Wages$4,909$0$0$4,909
Office Expenses$0$4,827$0$4,827
Insurance$0$3,504$0$3,504
Payroll Taxes$376$936$0$1,312
Fees for Service Investment Mgmnt Fees$0$1,260$0$1,260
Advertising$1,159$0$0$1,159
Travel$0$1,005$0$1,005
Occupancy$0$990$0$990
Fees for Services Accounting$0$950$0$950
Other Expenses$0$152$0$152
Total Functional Expenses$10,912$93,731$0$104,643
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Switzerland County Historical Society Inc
EIN
35-1587464
Phone
8124273560
Address
208 E Market Street, Vevay, IN 47043

Signing Officer

Name
Martha Bladen
Title
Director
Phone
8124273560
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Bladen
Formed
1970
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
25

Preparer

Firm
SHERI'S ACCOUNTING SERVICE
Address
211 W MAIN STREET, VEVAY, IN 47043
Preparer
Sheri Works
Phone
8124273480
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

our organization has members

Pt VI, Line 7A

members elect a board of directors

Pt VI, Line 8B

minutes are kept for each meeting

Pt VI, Line 11B

board members review the return before submission

Pt VI, Line 12C

issues that arise are brought before the board at monthly meetings

Form 990, Part IX, Line 24E

Security 1846. 0. 1846. 0.

Form 990, Part IX, Line 24E

Repairs & maintenance 15793. 0. 15793. 0.

Form 990, Part IX, Line 24E

Telephone 1474. 0. 1474. 0.

Form 990, Part IX, Line 24E

Equipment rental 607. 0. 607. 0.

Form 990, Part IX, Line 24E

License/registration fee 21. 0. 21. 0.

Financial Statement Notes

Pt III, Line 4

programs continue to promote the value in historical preservation

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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08914
IRS990/PYOtherExpensesAmt080019
IRS990/PYOtherRevenueAmt096
IRS990/PYProgramServiceRevenueAmt0497
IRS990/PYRevenuesLessExpensesAmt0-19091
IRS990/PYSalariesCompEmpBnftPaidAmt018602
IRS990/PYTotalExpensesAmt098621
IRS990/PYTotalRevenueAmt079530
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-41286
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01428
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0245309
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0204023
IRS990/SavingsAndTempCashInvstGrp/BOYAmt060239
IRS990/SavingsAndTempCashInvstGrp/EOYAmt066735
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0326837
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07822
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08914
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07199
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012331
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07822
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08914
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07199
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032100
IRS990ScheduleA/InvestmentIncomeCYPct00.08650
IRS990ScheduleA/InvestmentIncomePYPct00.08910
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.91350
IRS990ScheduleA/PublicSupportPY509Pct00.91090
IRS990ScheduleA/PublicSupportTotal509Amt0339168
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082679
IRS990ScheduleA/Total509Grp/TotalAmt0339168
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0371268
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0276723
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0444318
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0721041
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt01271
IRS990ScheduleD/EquipmentGrp/DepreciationAmt058901
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt060172
IRS990ScheduleD/LandGrp/BookValueAmt030750
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030750
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0111925
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0HISTORICAL ARTIFACTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028664
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt077426
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0106090
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0programs continue to promote the value in historical preservation
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0337408
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0111925
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0our organization has members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1members elect a board of directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2minutes are kept for each meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3board members review the return before submission
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4issues that arise are brought before the board at monthly meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SECURITY 1846. 0. 1846. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REPAIRS & MAINTENANCE 15793. 0. 15793. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE 1474. 0. 1474. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT RENTAL 607. 0. 607. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LICENSE/REGISTRATION FEE 21. 0. 21. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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