Nonprofit · EIN 35-0876384
INDIANA HISTORICAL SOCIETY
Tax-exempt · INDIANAPOLIS, IN 46202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $17,453,605 | $9,588,336 | $7,865,269 | $144,036,840 | $9,579,160 | $134,457,680 |
| December 31, 2023 | 990 | $7,720,173 | $9,408,704 | -$1,688,531 | $134,723,453 | $10,383,176 | $124,340,277 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,073,368
- Membership dues
- $230,865
- Program service revenue
- $760,713
- Investment income
- $7,482,502
- Royalties
- $594
- Net rental income
- $195,358
- Net gain from sales of assets
- $1,319,216
- Net income from fundraising events
- -$58,930
- Other revenue
- $137,022
Expenses
- Grants and similar amounts paid
- $152,737
- Compensation of officers, directors and key employees
- $841,970
- Other salaries and wages
- $3,233,655
- Salaries, compensation and benefits (total)
- $5,255,834
- Professional fundraising fees
- $0
- Legal fees
- $3,610
- Accounting fees
- $51,056
- Occupancy
- $538,215
- Travel
- $50,657
- Depreciation
- $879,115
- Program services (functional)
- $7,161,760
- Management and general (functional)
- $1,426,880
- Fundraising (functional)
- $999,696
Balance sheet and other
- Total assets, start of year
- $134,723,453
- Total assets, end of year
- $144,036,840
- Total liabilities, end of year
- $9,579,160
- Net assets, end of year
- $134,457,680
- Land, buildings and equipment
- $33,650,514
- Publicly traded securities
- $85,081,228
- Net assets without donor restrictions
- $120,641,731
- Net assets with donor restrictions
- $13,815,949
- Gross receipts
- $36,497,091
- Employees
- 197
- Volunteers
- 284
- Year formed
- 1831
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JODY BLANKENSHIP | PRESIDENT & CEO Officer | 40 | $301,195 | $34,440 |
| JEFFERY MATSUOKA | VP-BUSINESS & OPERATIONS Officer | 40 | $142,234 | $13,256 |
| ANDREW HALTER | VP-DEVELOPMENT Officer | 40 | $135,815 | $12,781 |
| AMY LAMB | VP-MARKETING & PUBLIC RELA Officer | 40 | $97,873 | $9,720 |
| SUZANNE HAHN | VP-COLLECTIONS Officer | 40 | $86,608 | $8,048 |
| PATRICIA D CURRAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM W BARRETT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA ESPINOZA KUBACKI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANDREW S THORNTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ADAM ARCENEAUX | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN R JONES-HUFFINE | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 |
| JOHN H ABRAMS | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL ALLEY | MEMBER Trustee or director | 1 | $0 | $0 |
| CAROLYN E ANKER | MEMBER Trustee or director | 1 | $0 | $0 |
| WILLIAM E BARTELT | MEMBER Trustee or director | 1 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONITA L CARTER | MEMBER Trustee or director | 1 | $0 |
| NICOLE ETCHESON | MEMBER Trustee or director | 1 | $0 |
| DIANE HUNTER | MEMBER Trustee or director | 1 | $0 |
| STAN HURT | MEMBER Trustee or director | 1 | $0 |
| MICHELLE JARRELL | MEMBER Trustee or director | 1 | $0 |
| PETER L LACY | MEMBER Trustee or director | 1 | $0 |
| CRAIG M MCKEE | MEMBER Trustee or director | 1 | $0 |
| MICHAEL B MURPHY | MEMBER Trustee or director | 1 | $0 |
| DAVE O'GUINN | MEMBER Trustee or director | 1 | $0 |
| BRIAN ROBINSON | MEMBER Trustee or director | 1 | $0 |
| JAMES C SHOOK JR | MEMBER Trustee or director | 1 | $0 |
| DAVID A SUZUKI PHD | MEMBER Trustee or director | 1 | $0 |
| JOSH WAKEFIELD | MEMBER Trustee or director | 1 | $0 |
| CHARLITTA WINSTON | MEMBER Trustee or director | 1 | $0 |
| JAMES H MADISON | TRUSTEE EMERITUS Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JODY BLANKENSHIP | PRESIDENT & CEO Officer | 40 | $265,264 | $51,245 |
| JEFFERY MATSUOKA | VP-BUSINESS & OPERATIONS Officer | 40 | $141,223 | $33,237 |
| ANDREW HALTER | VP-DEVELOPMENT Officer | 40 | $130,890 | $31,652 |
| AMY LAMB | VP-MARKETING & PUBLIC RELATIONS Officer | 40 | $96,523 | $29,804 |
| SUZANNE HAHN | VP-COLLECTIONS Officer | 40 | $86,281 | $16,852 |
| PATRICIA D CURRAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM W BARRETT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANDREW S THORNTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ADAM ARCENEAUX | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA ESPINOZA KUBACKI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN R JONES-HUFFINE | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 |
| WANDA Y FORTUNE | TRUSTEE EMERITA Trustee or director | 1 | $0 | $0 |
| JAMES H MADISON | TRUSTEE EMERITUS Trustee or director | 1 | $0 | $0 |
| MIKE ALLEY | MEMBER Trustee or director | 1 | $0 | $0 |
| WILLIAM E BARTELT | MEMBER Trustee or director | 1 | $0 | $0 |
| BONITA L CARTER | MEMBER Trustee or director | 1 | $0 | $0 |
| NICOLE ETCHESON | MEMBER Trustee or director | 1 | $0 | $0 |
| MARK FERRARA | MEMBER Trustee or director | 1 | $0 | $0 |
| DIANE HUNTER | MEMBER Trustee or director | 1 | $0 | $0 |
| STAN HURT | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELLE JARRELL | MEMBER Trustee or director | 1 | $0 | $0 |
| PETER L LACY | MEMBER Trustee or director | 1 | $0 | $0 |
| CRAIG M MCKEE | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL H MILLER | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL B MURPHY | MEMBER Trustee or director | 1 | $0 | $0 |
| JERRY D SEMLER | MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES C SHOOK JR | MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID A SUZUKI PHD | MEMBER Trustee or director | 1 | $0 | $0 |
| GARY VIGRAN | MEMBER Trustee or director | 1 | $0 | $0 |
| JOSH WAKEFIELD | MEMBER Trustee or director | 1 | $0 | $0 |
| CHARLITTA WINSTON | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 450 W OHIO ST, INDIANAPOLIS, IN 46202-3269
- Principal officer (990 for 2024)
- JEFFERY MATSUOKA, 450 WEST OHIO STREET, INDIANAPOLIS, IN 462023269
- Signed the 990
- JEFFERY MATSUOKA, VP OF BUSINESS AND OPERATIONS
- Phone
- (317) 232-1882
- Website
- WWW.INDIANAHISTORY.ORG
- Return prepared by
- BLUE & CO LLC
Mission
SINCE 1831, THE INDIANA HISTORICAL SOCIETY HAS BEEN INDIANA'S STORYTELLER, CONNECTING PEOPLE TO THE PAST BY COLLECTING, PRESERVING, INTERPRETING, AND DISSEMINATING THE STATE'S HISTORY. A NONPROFIT MEMBERSHIP ORGANIZATION, THE IHS ALSO PUBLISHES BOOKS AND PERIODICALS; SPONSORS TEACHER WORKSHOPS; PROVIDES YOUTH, ADULT, AND FAMILY PROGRAMMING; PROVIDES SUPPORT AND ASSISTANCE TO LOCAL MUSEUMS AND HISTORICAL GROUPS; AND MAINTAINS THE NATION'S PREMIER RESEARCH LIBRARY AND ARCHIVES ON THE HISTORY OF INDIANA AND THE OLD NORTHWEST.
Program accomplishments
- INDIANA EXPERIENCE: THE INDIANA EXPERIENCE IS A NUMBER OF GUEST EXPERIENCES AND PROGRAMS AT THE EUGENE AND MARILYN GLICK INDIANA HISTORY CENTER. IN ADDITION TO THE YOU ARE THERE EXPERIENCE SPACES, THERE ARE OTHER PROGRAMMATIC OFFERINGS INCLUDING FESTIVAL OF TREES AND CIRCUS DAY. ALL INDIANA EXPERIENCE SPACES AND OFFERINGS WERE DEVELOPED BY PAN-INSTITUTIONAL TEAMS. 30,440 PEOPLE VISITED THE HISTORY CENTER, INCLUDING 2,603 SCHOOL CHILDREN.Expenses $1,838,033 · revenue $291,736
- LIBRARYAT THE HEART OF THE INDIANA HISTORICAL SOCIETY IS ITS ARCHIVES AND LIBRARY COLLECTIONS, WHICH FEEDS ALL THE OTHER ACTIVITY AREAS OF IHS. WITHOUT OUR SUBSTANTIAL COLLECTION OF PHOTOGRAPHS, DOCUMENTS, PERSONAL PAPERS AND OTHER RECORDS FROM THE PAST, WE WOULD NOT BE ABLE TO TELL THE STORIES OF OUR RICH HOOSIER HERITAGE. OFTEN, THAT STORYTELLING BECOMES VERY PERSONAL AS OUR STAFF ASSISTS BOTH NOVICE FAMILY HISTORY SEEKERS AND MORE SCHOLARLY RESEARCHERS IN THEIR QUEST FOR KNOWLEDGE. THE LIBRARY ASSISTED 2,556 VISITORS AND ANSWERED 3,077 REMOTE REQUESTS FOR INFORMATION. THE MOST POPULAR SUBJECTS INCLUDED FAMILIES, COMMUNITIES, AFRICAN-AMERICAN HISTORY, NOTABLE HOOSIERS, ARCHITECTURE, AND BUSINESSES. 1,727 IMAGES WERE ADDED TO THE IMAGES IN IHS'S DIGITAL ONLINE COLLECTION, BRINGING THE NUMBER OF IMAGES AVAILABLE TO MORE THAN 91,248. 23,655 COLLECTIONS/ITEMS WERE CATALOGED, PROCESSED, AND MADE ACCESSIBLE TO THE PUBLIC. 193 NEW MANUSCRIPT, VISUAL AND PRINTED ITEMS WERE ADDED TO THE COLLECTION. CONSERVATION LAB CONSERVATORS AND VOLUNTEERS TREATED 236 COLLECTION ITEMS. THE HISTORIC DOCUMENT PRESERVATION PROGRAM PROVIDED CONSULTATIONS TO 24 SMALL MUSEUMS AND NON-FOR-PROFIT ORGANIZATIONS ACROSS THE STATE. IN ADDITION TO INDIVIDUAL REFERENCE REQUESTS, COLLECTIONS AND LIBRARY STAFF WROTE ARTICLES FOR BOTH IHS AND EXTERNAL PUBLICATIONS, CONTRIBUTED CONTENT TO IHS AND EXTERNAL EXHIBITIONS, AND CONTINUED THE DEVELOPMENT OF THE DESTINATION INDIANA HIGH TECHNOLOGY EXHIBIT, ADDING 2 JOURNEY, AS PART OF THE NEW INDIANA EXPERIENCE PROGRAMS, BRINGING THE NUMBER OF JOURNEYS AVAILABLE TO 340 CONTAINING MORE THAN 4,220 IMAGES.Expenses $1,435,881 · revenue $14,495
- PUBLIC PROGRAMSLOCAL HISTORY SERVICES: AT THE HEART OF IHS'S EMPHASIS TO IMPACT ALL REGIONS OF THE STATE IS THE WORK OF LOCAL HISTORY SERVICES (LHS). ENSURING THE SUCCESS OF OUR PARTNERS IN LOCAL COMMUNITIES, LHS STAFF WORKED WITH 88 COUNTY HISTORIANS AND PROVIDED CONSULTATIONS AND TRAINING TO COUNTY AND LOCAL HISTORICAL ORGANIZATIONS ACROSS IN. IN 2024, LHS MADE 4,995 CONTACTS TRAVELING 18,415 MILES. 84,923 GUESTS VISITED 53 TRAVELING EXHIBITIONS THROUGHOUT THE STATE.EDUCATION: THE EDUCATION DEPARTMENT PROVIDES AUDIENCES OF ALL AGES WITH OPPORTUNITIES FOR ENGAGING AND LIFE-LONG LEARNING. THE EDUCATION STAFF WORKS CLOSELY WITH EDUCATORS AND STUDENTS THROUGHOUT IN. 4,505 STUDENTS PARTICIPATED IN THE NATIONAL HISTORY DAY IN INDIANA PROGRAM, WITH 58 STATE WINNERS ADVANCING TO THE NATIONAL COMPETITION AND 20 PROJECTS RECEIVING AN AWARD.PROJECTS AND GRANTS: IHS AWARDED 38 HERITAGE SUPPORT GRANTS TOTALING $152,737.Expenses $2,024,788 · grants $152,737
- IHS PRESS: WRITES, EDITS, PRINTS AND PUBLICATIONS RELATED TO INDIANA HISTORY.Expenses $1,863,058 · revenue $454,482
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0876384
- 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
- 1933
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $144,036,840
- Income (IRS master file)
- $36,497,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $17,453,605 | $9,588,336 | $144,036,840 | XML |
| 990 | December 2023 | $7,720,173 | $9,408,704 | $134,723,453 | XML |
| 990 | December 2022 | $4,528,087 | $9,781,787 | $130,837,844 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 35-0876384).
Questions about INDIANA HISTORICAL SOCIETY
- What is the EIN of INDIANA HISTORICAL SOCIETY?
- The employer identification number (EIN) of INDIANA HISTORICAL SOCIETY is 35-0876384.
- Is INDIANA HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1933.
- Are donations to INDIANA HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDIANA HISTORICAL SOCIETY 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 INDIANA HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INDIANA HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names JEFFERY MATSUOKA.
- Who are the officers and directors of INDIANA HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 30 people; 5 received compensation from the organization, the highest $301,195 (JODY BLANKENSHIP, PRESIDENT & CEO).
- How much revenue does INDIANA HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $17,453,605, expenses of $9,588,336 and total assets of $144,036,840 at year end.
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