Nonprofit · EIN 61-0444690
THE FILSON HISTORICAL SOCIETY INC
Tax-exempt · LOUISVILLE, KY 40208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,895,584 | $3,999,564 | -$1,103,980 | $48,089,903 | $261,970 | $47,827,933 |
| December 31, 2023 | 990 | $4,361,368 | $3,610,004 | $751,364 | $46,091,998 | $110,934 | $45,981,064 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,712,956
- Membership dues
- $352,937
- Program service revenue
- $160,147
- Investment income
- $992,102
- Net rental income
- $22,068
- Net gain from sales of assets
- -$140,721
- Net income from fundraising events
- $1,851
- Net income from sales of inventory
- -$5,118
- Other revenue
- $30,379
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $364,115
- Other salaries and wages
- $1,752,006
- Salaries, compensation and benefits (total)
- $2,435,598
- Professional fundraising fees
- $0
- Legal fees
- $7,030
- Accounting fees
- $32,707
- Occupancy
- $280,103
- Travel
- $25,424
- Depreciation
- $489,878
- Program services (functional)
- $3,116,810
- Management and general (functional)
- $555,933
- Fundraising (functional)
- $326,821
Balance sheet and other
- Total assets, start of year
- $46,091,998
- Total assets, end of year
- $48,089,903
- Total liabilities, end of year
- $261,970
- Net assets, end of year
- $47,827,933
- Land, buildings and equipment
- $9,928,897
- Publicly traded securities
- $25,489,693
- Net assets without donor restrictions
- $32,282,241
- Net assets with donor restrictions
- $15,545,692
- Gross receipts
- $7,775,435
- Employees
- 42
- Volunteers
- 86
- Year formed
- 1892
- State of legal domicile
- KY
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 |
|---|---|---|---|---|
| RICHARD HC CLAY | PRESIDENT & CEO (ENDED 12/31/24) Officer | 40 | $228,744 | $7,431 |
| JULIE SCOSKIE JAMES | VICE PRESIDENT (ENDED 12/11/24) Highest-paid employee | 40 | $139,014 | $6,089 |
| MILOS D MALDONADO | CHIEF FINANCIAL OFFICER Officer | 40 | $113,123 | $14,817 |
| PATRICK A LEWIS | DIRECTOR OF COLLECTIONS AND RESEARCH Highest-paid employee | 40 | $118,278 | $9,447 |
| ANN WELLS | CHAIR - DIRECTOR Trustee or director, Officer | 4 | $0 | $0 |
| ANGELA EDWARDS | VICE CHAIR - DIRECTOR Trustee or director, Officer | 0.75 | $0 | $0 |
| BETH WISEMAN | TREASURER - DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| PHILLIP BOND | ASSISTANT TREASURER - DIRECTOR Trustee or director, Officer | 0.5 | $0 | $0 |
| JAMES KENNEY III | SECRETARY - DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ALAN KAMEI | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ANGELA CURRY | DIRECTOR (ENDED 1/8/24) Trustee or director | 0.25 | $0 | $0 |
| ANITA STREETER | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ANN GEORGEHEAD | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ASHLEY NOLAND | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CARL M THOMAS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS MORRIS | DIRECTOR Trustee or director | 0.25 | $0 |
| CLARK BUD ORR | DIRECTOR Trustee or director | 0.25 | $0 |
| DANIEL GIFFORD | DIRECTOR Trustee or director | 0.25 | $0 |
| ELIZABETH LIBBY VOYLES | DIRECTOR Trustee or director | 0.25 | $0 |
| EMILY BINGHAM | DIRECTOR Trustee or director | 0.25 | $0 |
| JAMES ALLEN | DIRECTOR Trustee or director | 0.25 | $0 |
| JANE GOLDSTEIN | DIRECTOR Trustee or director | 0.25 | $0 |
| JILL GOLDEN | DIRECTOR Trustee or director | 0.25 | $0 |
| JIM HAYNES | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN DAVID MYLES | DIRECTOR Trustee or director | 0.25 | $0 |
| LINDY B STREET | DIRECTOR Trustee or director | 0.25 | $0 |
| MADISON HAMMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| MARSHALL FARRER | DIRECTOR Trustee or director | 0.25 | $0 |
| ORME SANDY WILSON III | DIRECTOR Trustee or director | 0.25 | $0 |
| PHIL POINDEXTER | DIRECTOR Trustee or director | 0.25 | $0 |
| SHELLIE BENOVITZ | DIRECTOR Trustee or director | 0.25 | $0 |
| SUSAN DABNEY LAVIN | DIRECTOR Trustee or director | 0.25 | $0 |
| TED STEINBOCK MD | DIRECTOR Trustee or director | 0.25 | $0 |
| WESTRAY COBB | DIRECTOR Trustee or director | 0.25 | $0 |
| WILLIAM SUMMERS V | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD HC CLAY | PRESIDENT & CEO Trustee or director, Officer | 40 | $228,494 | $10,633 |
| JULIE SCOSKIE JAMES | VICE PRESIDENT Highest-paid employee | 40 | $142,766 | $7,814 |
| MILOS D MALDONADO | CHIEF FINANCIAL OFFICER FROM 3/23 Officer | 40 | $90,887 | $7,900 |
| DIANE CORNWELL | INTERIM CONTRACT CFO TO 3/23 Officer | 30 | $19,000 | $0 |
| ANN WELLS | CHAIR - DIRECTOR Trustee or director, Officer | 4 | $0 | $0 |
| ANGELA EDWARDS | SECRETARY - DIRECTOR Trustee or director, Officer | 0.75 | $0 | $0 |
| BETH WISEMAN | TREASURER - DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| PHILLIP BOND | ASSISTANT TREASURER - DIRECTOR Trustee or director, Officer | 0.5 | $0 | $0 |
| JOHN P STERN | PAST CHAIR - DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ALAN KAMEI | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ANGELA CURRY | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ANN GEORGEHEAD | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ASHLEY NOLAND | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CARL M THOMAS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CHRIS BROWN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CLARK BUD ORR | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DANIEL GIFFORD | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ELIZABETH LIBBY VOYLES | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JAMES ALLEN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JAMES KENNEY III | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JANE GOLDSTEIN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JILL GOLDEN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JIM HAYNES | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JOHN DAVID MYLES | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| LINDY B STREET | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| LYNN MOORE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| MADISON HAMMAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ORME SANDY WILSON III | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| PHIL POINDEXTER | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| SHELLIE BENOVITZ | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| SUSAN DABNEY LAVIN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| TED STEINBOCK MD | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| WESTRAY COBB | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1310 S 3RD ST, LOUISVILLE, KY 40208-2306
- In care of
- % JORDAN SANGMEISTER
- Principal officer (990 for 2024)
- PATRICK A LEWIS, 1310 SOUTH THIRD STREET, LOUISVILLE, KY 40208
- Signed the 990
- RICHARD HC CLAY, PRESIDENT AND CEO
- Phone
- (502) 635-5083
- Website
- FILSONHISTORICAL.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TO COLLECT, PRESERVE, AND SHARE THE SIGNIFICANT HISTORY AND CULTURE OF KENTUCKY AND THE OHIO VALLEY.
Program accomplishments
- THE FILSON HOSTS MORE THAN 100 PROGRAMS AND EVENTS ANNUALLY. LECTURES ARE PRESENTED IN-PERSON AND VIRTUALLY TO REGISTERED MEMBERS AND THE GENERAL PUBLIC. THESE INCLUDE THE PRESTIGIOUS GERTRUDE POLK BROWN LECTURE SERIES AND OTHER PROGRAMS THAT FOCUS ON MISSION FULFILLMENT. MEMBERSHIP, ANNUAL FUND CONTRIBUTIONS, AND GRANT FUNDING ARE ALSO VITAL COMPONENTS OF SUSTAINING THE FILSON'S OPERATIONS. THE FILSON STEWARDS COLLECTIONS (LIBRARY, MANUSCRIPTS, PRINTS & PHOTOGRAPHS, AND MUSEUM OBJECTS) WITH SIGNIFICANT CONNECTION TO KENTUCKY AND THE OHIO RIVER VALLEY TO PRESERVE AND SHARE THE HISTORY OF OUR REGION. MATERIAL DATING FROM PRE-COLUMBIAN INDIGENOUS HISTORY THROUGH THE 21ST CENTURY IS PRESERVED, CATALOGED, AND MADE AVAILABLE TO IN-PERSON AND REMOTE RESEARCHERS. NEW MATERIALS ARE CONSIDERED FOR ACCEPTANCE INTO THE COLLECTION MONTHLY. RESEARCHERS VISIT THE FILSON FROM ACROSS THE UNITED STATES AND ABROAD TO USE COLLECTIONS FOR BOOKS, ARTICLES, NOVELS, PLAYS, SCHOOL PAPERS, FAMILY HISTORIES AND MORE. CITATIONS AND ACKNOWLEDGEMENTS TO FILSON COLLECTIONS REGULARLY APPEAR IN RESULTING WORKS. THE FILSON PRODUCES TWO PUBLICATIONS, THE FILSON NEWSMAGAZINE AND OHIO VALLEY HISTORY AND IS A CONSORTIUM MEMBER OF THE UNIVERSITY PRESS OF KENTUCKY.Expenses $3,116,810 · revenue $166,607
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
- 61-0444690
- 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
- 1942
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N50Z)
- Assets (IRS master file)
- $48,089,903
- Income (IRS master file)
- $7,775,435
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,895,584 | $3,999,564 | $48,089,903 | XML |
| 990 | December 2023 | $4,361,368 | $3,610,004 | $46,091,998 | XML |
| 990 | December 2022 | $4,092,352 | $3,474,300 | $41,951,258 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 61-0444690).
Questions about THE FILSON HISTORICAL SOCIETY INC
- What is the EIN of THE FILSON HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of THE FILSON HISTORICAL SOCIETY INC is 61-0444690.
- Is THE FILSON HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to THE FILSON HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE FILSON 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 THE FILSON HISTORICAL SOCIETY INC 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 THE FILSON HISTORICAL SOCIETY INC 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 THE FILSON HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 names PATRICK A LEWIS.
- Who are the officers and directors of THE FILSON HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 lists 35 people; 4 received compensation from the organization, the highest $228,744 (RICHARD HC CLAY, PRESIDENT & CEO (ENDED 12/31/24)).
- How much revenue does THE FILSON HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,895,584, expenses of $3,999,564 and total assets of $48,089,903 at year end.
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