Nonprofit · EIN 23-7313245
MONROE COUNTY HISTORICAL SOCIETY INC
Tax-exempt · BLOOMINGTON, IN 47408
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $677,388 | $655,934 | $21,454 | $7,606,352 | $0 | $7,606,352 |
| March 31, 2024 | 990 | $1,667,203 | $646,335 | $1,020,868 | $7,452,838 | $0 | $7,452,838 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $163,325
- of which government grants
- $5,000
- Membership dues
- $31,350
- Program service revenue
- $29,688
- Investment income
- $288,692
- Net gain from sales of assets
- $132,582
- Net income from fundraising events
- $187,679
- Net income from sales of inventory
- $8,004
- Other revenue
- $195,683
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $73,542
- Other salaries and wages
- $223,380
- Salaries, compensation and benefits (total)
- $348,519
- Professional fundraising fees
- $0
- Accounting fees
- $22,150
- Occupancy
- $50,039
- Depreciation
- $69,040
- Program services (functional)
- $523,448
- Management and general (functional)
- $108,825
- Fundraising (functional)
- $23,661
Balance sheet and other
- Total assets, start of year
- $7,452,838
- Total assets, end of year
- $7,606,352
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,606,352
- Land, buildings and equipment
- $822,931
- Net assets without donor restrictions
- $2,902,239
- Net assets with donor restrictions
- $4,704,113
- Gross receipts
- $681,456
- Employees
- 12
- Volunteers
- 90
- Year formed
- 1973
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL SCHLEGEL JR | EXECUTIVE DIRECTOR Officer | 40 | $65,329 | $5,349 |
| TERESA HULL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ABBY MITCHELL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KURT JOURDAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AVALYN QUICK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVE MUSGRAVE | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES AIKEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GEOFF BRADLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES CAPSHEW | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL CARTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT EMERY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTINA JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA FORSHEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL FLORY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOYCE JEWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TED B MARKLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| KERMA MURRAY | BOARD MEMBER Trustee or director | 1 | $0 |
| ROGER ROBISON | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL SCHLEGEL JR | DIRECTOR Officer | 40 | $62,699 | $4,932 |
| TERESA HULL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KELLY RICHARDSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KURT JOURDAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA JONES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ABBY MITCHELL | ASSOCIATE TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES AIKEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GEOFF BRADLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM CAPSHEW | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL CARTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT EMERY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT FARIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA FORSHEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL FLORY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOYCE JEWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHERYL MUNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KERMA MURRAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AVALYN QUICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROGER ROBISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 202 E 6TH ST, BLOOMINGTON, IN 47408-3518
- In care of
- % DAVID MUSGRAVE
- Principal officer (990 for 2024)
- KURT JOURDAN, 202 EAST SIXTH STREET, BLOOMINGTON, IN 47408
- Signed the 990
- KURT JOURDAN, TREASURER
- Phone
- (812) 332-2517
- Website
- WWW.MONROEHISTORY.ORG
- Return prepared by
- SPONSEL CPA GROUP LLC
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.
Program accomplishments
- THE 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.Expenses $523,448 · revenue $37,692
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Check at the IRS |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7313245
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,692,951
- Income (IRS master file)
- $1,007,204
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $677,388 | $655,934 | $7,606,352 | XML |
| 990 | March 2024 | $1,667,203 | $646,335 | $7,452,838 | XML |
| 990 | March 2023 | $551,694 | $618,355 | $6,577,884 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7313245).
Questions about MONROE COUNTY HISTORICAL SOCIETY INC
- What is the EIN of MONROE COUNTY HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of MONROE COUNTY HISTORICAL SOCIETY INC is 23-7313245.
- Is MONROE COUNTY HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to MONROE COUNTY HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONROE COUNTY HISTORICAL SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONROE COUNTY HISTORICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONROE COUNTY HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of MONROE COUNTY HISTORICAL SOCIETY INC?
- The 990 for the year ended March 31, 2025 names KURT JOURDAN.
- Who are the officers and directors of MONROE COUNTY HISTORICAL SOCIETY INC?
- The 990 for the year ended March 31, 2025 lists 18 people; 1 received compensation from the organization, the highest $65,329 (DANIEL SCHLEGEL JR, EXECUTIVE DIRECTOR).
- How much revenue does MONROE COUNTY HISTORICAL SOCIETY INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $677,388, expenses of $655,934 and total assets of $7,606,352 at year end.
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