Civic Intelligence

Michigan History Foundation Inc

EIN 38-2888411 • 501(c)3 • Lansing, MI

Profile

To assist the michigan history center and others in the preservation of historically or archaeologically significant property relating to the state of michigan.

PO Box 12331Lansing, MI 48901

heritagemichigan.org

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

61%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,300,842

Up $155,795 (+14%) from 2023

Liabilities

Down

$8,323

Down $1,689 (-17%) from 2023

Net Assets

Up

$1,292,519

Up $157,484 (+14%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin89th percentile

Revenue

Up

$407,503

Up $153,792 (+61%) from 2023

Expenses

Up

$205,366

Up $11,831 (+6.1%) from 2023

Net Income

Up

$202,137

Up $141,961 (+236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,051,795Liabilities 2011: $264,358Net Assets 2011: $787,4372011Assets 2012: $1,558,513Liabilities 2012: $89,394Net Assets 2012: $1,469,1192012Assets 2013: $1,384,715Liabilities 2013: $12,875Net Assets 2013: $1,371,8402013Assets 2014: $1,654,120Liabilities 2014: $18,734Net Assets 2014: $1,635,3862014Assets 2015: $1,725,036Liabilities 2015: $25,541Net Assets 2015: $1,699,4952015Assets 2016: $1,785,248Liabilities 2016: $33,089Net Assets 2016: $1,752,1592016Assets 2017: $1,762,353Liabilities 2017: $72,151Net Assets 2017: $1,690,2022017Assets 2018: $1,147,034Liabilities 2018: $56,290Net Assets 2018: $1,090,7442018Assets 2019: $1,262,625Liabilities 2019: $20,659Net Assets 2019: $1,241,9662019Assets 2020: $1,326,191Liabilities 2020: $43,044Net Assets 2020: $1,283,1472020Assets 2021: $1,374,905Liabilities 2021: $97,188Net Assets 2021: $1,277,7172021Assets 2022: $1,090,849Liabilities 2022: $59,193Net Assets 2022: $1,031,6562022Assets 2023: $1,145,047Liabilities 2023: $10,012Net Assets 2023: $1,135,0352023Assets 2024: $1,300,842Liabilities 2024: $8,323Net Assets 2024: $1,292,5192024

Highlighted filing

2024

Assets$1,300,842
Liabilities$8,323
Net Assets$1,292,519
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $576,2382011Expenses 2012: $524,7772012Revenue 2013: $563,137Expenses 2013: $751,968Net Income 2013: -$188,8312013Revenue 2014: $870,717Expenses 2014: $620,903Net Income 2014: $249,8142014Revenue 2015: $913,779Expenses 2015: $822,800Net Income 2015: $90,9792015Revenue 2016: $1,130,752Expenses 2016: $1,107,799Net Income 2016: $22,9532016Revenue 2017: $352,268Expenses 2017: $491,821Net Income 2017: -$139,5532017Revenue 2018: $346,009Expenses 2018: $847,501Net Income 2018: -$501,4922018Revenue 2019: $458,862Expenses 2019: $428,689Net Income 2019: $30,1732019Revenue 2020: $343,567Expenses 2020: $292,002Net Income 2020: $51,5652020Revenue 2021: $309,251Expenses 2021: $327,053Net Income 2021: -$17,8022021Revenue 2022: $263,632Expenses 2022: $315,916Net Income 2022: -$52,2842022Revenue 2023: $253,711Expenses 2023: $193,535Net Income 2023: $60,1762023Revenue 2024: $407,503Expenses 2024: $205,366Net Income 2024: $202,1372024

Highlighted filing

2024

Revenue$407,503
Expenses$205,366
Net Income$202,137
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,300,842
Liabilities
$8,323
Net assets
$1,292,519
Revenue
$407,503
Expenses
$205,366
Net income
$202,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.01$1.29$0.41$0.21$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.25$0.19$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.06$1.03$0.26$0.32$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.10$1.28$0.31$0.33$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.04$1.28$0.34$0.29$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.02$1.24$0.46$0.43$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.06$1.09$0.35$0.85$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.07$1.69$0.35$0.49$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.03$1.75$1.13$1.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.03$1.70$0.91$0.82$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.02$1.64$0.87$0.62$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.56$0.75$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.09$1.47$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.26$0.79$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$485,843
Mission and Program Overview

Mission

The mission of the Foundation

The mission of the foundation is to secure and provide financial support of the michigan historical center and to increase private and public sector knowledge, appreciation, and support of the michigan historical center's state-wide responsibility for museum, archival records, archeological, historic site preservation and other michigan history education programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$790,731$770,230▼ $20,501
Cash and Non-Interest-Bearing Accounts$77,964$176,587▲ $98,623
Savings and Temporary Cash Investments$70,649$148,322▲ $77,673
Pledges and Grants Receivable$2,000$2,000→ $0
Total Assets$1,145,047$1,300,842▲ $155,795
Other Assets Total$203,703$203,703→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,012$8,323▼ $1,689
Total Liabilities$10,012$8,323▼ $1,689
Net Assets / Fund Balance
Net Assets With Donor Restrictions$835,546$835,546→ $0
Net Assets Without Donor Restrictions$299,489$456,973▲ $157,484
Total Net Assets Fund Balance$1,135,035$1,292,519▲ $157,484
Total Liabilities and Net Assets / Fund Balance$1,145,047$1,300,842▲ $155,795

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$203,703--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$835,546-▲ $83,621-$910,892
2023$833,461-▲ $82,488-$835,546
2022$959,151-▲ $57,129-$833,461
2021$893,775-▲ $79,352-$959,151
2020$981,047-▲ $94,396-$893,775
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Don CooperChairman
Sean MannVice Chair
Chris HorakDirector
Christopher HarkinsDirector
Daniel PapineauDirector
Edward SurovellDirector
John AxeDirector
John CooperDirector
John J H SchwarzmdDirector
Kristen PearlessDirector
Matthew LewisDirector
Raleigh WoodsDirector
Steve BiedaDirector
Timothy ChesterDirector
Katie JesaitisSecretary
Dennis PaceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$278,551
Program Service Revenue
$10,104
Investment Income
$103,706
Other Revenue
$15,142
All Other Contributions
$278,551
Change in Net Assets
$202,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,865
Salaries, Compensation, and Employee Benefits$26,501
Total Fundraising Expense$2,447
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$16,004$1,270$1,270$18,544
Fees for Services Accounting-$17,145-$17,145
Other Salaries and Wages$1,491$4,472-$5,963
Other Expenses$3,621$111-$3,732
Travel$3,532--$3,532
Insurance-$3,053-$3,053
Office Expenses-$1,064$1,064$2,128
Payroll Taxes$1,404$477$113$1,994
Total Functional Expenses$172,862$30,057$2,447$205,366
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
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
No
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, Page 6, Part VI, Line 11B

“Form 990 is reviewed by executive director of the foundation before filing.”

Form 990, Page 6, Part VI, Line 12C

“The foundation requires that board members sign and submit an annual conflict of interest statement and expects board members to elf-govern and report any issues should they arise.”

Form 990, Page 6, Part VI, Line 15A

“Board of directors reviews and approves executive directors salary annually.”

Form 990, Page 6, Part VI, Line 19

“All governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Michigan History Foundation Inc
EIN
38-2888411
Phone
5173732565
Address
PO BOX 12331, LANSING, MI 48901

Signing Officer

Name
Don Cooper
Title
Chairman
Phone
5173732565
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Cooper
Formed
1989
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
16
Employees
3
Volunteers
16

Preparer

Firm
Boswell Schultz Sonnenberg & Arnett Plc
Address
415 S JACKSON ST, JACKSON, MI 49201-2399
Preparer
Joseph M Boswell CPA
Phone
5177968880
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Cost of goods sold 0 cost of goods sold - books 0 investment expense 0”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation has three endowment funds. The board designated endowment supports the maintenance of a historical structure owned by the state of michigan known as the mann house. One permanent endowment fund supports a foundation program known as the learning center. The other permanent endowment fund supports historical exhibits at the state of michigan museum.”

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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/MissionDesc0TO ASSIST THE MICHIGAN HISTORY CENTER AND OTHERS IN THE PRESERVATION OF HISTORICALLY OR ARCHAEOLOGICALLY SIGNIFICANT PROPERTY RELATING TO THE STATE OF MICHIGAN.
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IRS990/OtherExpensesGrp/ProgramServicesAmt120811
IRS990/OtherExpensesGrp/ProgramServicesAmt215736
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IRS990/OtherExpensesGrp/TotalAmt218201
IRS990/OtherExpensesGrp/TotalAmt33732
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IRS990/PYTotalRevenueAmt0253711
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0148322
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ECOMMERCE/BOOK SALES/HISTORICAL MKRS 177,479
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0180244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0184581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0183957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0179935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01007268
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt03238
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt03238
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt06476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0103706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt045616
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033097
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0223954
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0162329
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt034182
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt055120
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt045465
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0183173
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01013744
IRS990ScheduleA/TotalSupportAmt01452880
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt072850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt082488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08065
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08069
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0173599
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0203703
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN ASSETS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS THREE ENDOWMENT FUNDS. THE BOARD DESIGNATED ENDOWMENT SUPPORTS THE MAINTENANCE OF A HISTORICAL STRUCTURE OWNED BY THE STATE OF MICHIGAN KNOWN AS THE MANN HOUSE. ONE PERMANENT ENDOWMENT FUND SUPPORTS A FOUNDATION PROGRAM KNOWN AS THE LEARNING CENTER. THE OTHER PERMANENT ENDOWMENT FUND SUPPORTS HISTORICAL EXHIBITS AT THE STATE OF MICHIGAN MUSEUM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0203703
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY EXECUTIVE DIRECTOR OF THE FOUNDATION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION REQUIRES THAT BOARD MEMBERS SIGN AND SUBMIT AN ANNUAL CONFLICT OF INTEREST STATEMENT AND EXPECTS BOARD MEMBERS TO ELF-GOVERN AND REPORT ANY ISSUES SHOULD THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS REVIEWS AND APPROVES EXECUTIVE DIRECTORS SALARY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST OF GOODS SOLD 0 COST OF GOODS SOLD - BOOKS 0 INVESTMENT EXPENSE 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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