2025-06-24T12:15:14-04:00 2024-12-31 352072184 DWC CPAS LLC 3454 DOUGLAS RD SOUTH BEND IN 46635 990 2024-01-01 351124156 NORTHERN INDIANA HISTORICAL SOCIETY INC NORT 5742359664 808 WEST WASHINGTON STREET SOUTH BEND IN 46601 BRIAN D HARDING EXECUTIVE DIRECTOR 5742359664 2025-06-12 true true BRADLEY J FETHEROLF CPA P01766977 5742339366 2025-06-12 2024 2025-03-06 01:10:19Z THE HISTORY MUSEUM BRIAN D HARDING 808 W WASHINGTON ST SOUTH BEND IN 46601 2216918 false X WWW.HISTORYMUSEUMSB.ORG X 1866 IN WE PRESERVE OUR REGIONS HERITAGE AND EDUCATE THE PUBLIC THROUGH OUR COLLECTIONS, EXHIBITS, AND PROGRAMS TO DEVELOP AN INFORMED UNDERSTANDING OF THE PAST. 24 24 37 155 0 1555582 1870698 156586 153454 992 12438 58452 68088 1771612 2104678 0 0 946059 1003931 0 69588 822501 899142 1768560 1903073 3052 201605 1875080 2050129 111323 87044 1763757 1963085 X WE PRESERVE OUR REGIONS HERITAGE AND EDUCATE THE PUBLIC THROUGH OUR COLLECTIONS, EXHIBITS, AND PROGRAMS TO DEVELOP AN INFORMED UNDERSTANDING OF THE PAST. false false 1286353 189927 THE HISTORY MUSEUM PRESERVES OUR REGION'S HERITAGE AND EDUCATES THE PUBLIC THROUGH OUR COLLECTIONS, EXHIBITS, AND PROGRAMS TO DEVELOP AN INFORMED UNDERSTANDING OF THE PAST. IN 2024: - NAVARRE CABIN WAS RELOCATED FROM LEEPER PARK TO ITS PERMANENT LOCATION ON THE HISTORY MUSUEM'S CAMPUS. PROGRAMMING BEGAN DURING THE SUMMER. - THERE WERE 53,908 ADMISSIONS, 11,272 SCHOOL CHILDREN, 25 RENTAL EVENTS, 51 BUS TUOUR GROUPS,AND 753 MEMBERS. - EXHIBITS INCUDED 4 NEW EXHIBITS IN CHANGING GALLERIES, 2 CARRY-OVER EXHIBITS FROM THE PREVIOUS YEAR, AND 1 PERMANENT EXHIBIT. - EDUCATION AND PROGRAMMING - 35 PUBLIC PROGRAMS AND LECTURES, 4 TEACHER EVENTS, HISTORICAL MARKER INSTALLATIONS, 3 MUSICAL EVENTS. - FACILITIES - OVER 25 FACILITY IMPROVEMENTS: UPGRADES TO BUILDING MECHANICALS, LIFE SAFTEY, AND GROUNDS/GARDENS. EXPENSES REPORTED IN THIS SCHEDULE DO NOT INCLUDE 361,167 OF THE VALUE OF DONATED FACILITIES INCLUDED IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS BUT NOT REPORTABLE UNDER TAX LAW. 1286353 true true false false false false false true false true true false false false false true true false false false false false false false true false false false false false false false false false false false false false false true false false false true false false false true 3 0 37 true false false false false false true true false false false false false false false false X 24 24 false false false false false false false true true false false false true true true true true true true false X JUDI MILLER 5742359664 808 W WASHINGTON ST SOUTH BEND IN 46601 BRIAN D HARDING EXECUTIVE DI 39.00 1.00 X 80777 0 0 MARILYN JURGONSKI DIRECTOR FIN 33.00 1.00 X 62442 0 0 JUDI MILLER DIRECTOR FIN 33.00 1.00 X 7788 0 0 CARL BUCHANON TRUSTEE 1.00 X 0 0 0 DRU CASH TRUSTEE 1.00 X 0 0 0 ANDREA CRAWFORD TRUSTEE 1.00 X 0 0 0 C TODD CUMMINGS PHD TRUSTEE 1.00 X 0 0 0 MARVIN CURTIS EDD TRUSTEE 1.00 X 0 0 0 HOPE DAVIS PHD TRUSTEE 1.00 X 0 0 0 DIANA HESS TRUSTEE 1.00 X 0 0 0 CATHERINE HOSTETLER TRUSTEE 1.00 X 0 0 0 SUSAN KING DIRECTOR 1.00 X 0 0 0 KATIE KITTS TRUSTEE 1.00 X 0 0 0 DAVID PASTON TRUSTEE 1.00 X 0 0 0 MIKE PLENZLER TRUSTEE 1.00 X 0 0 0 THOMAS ROSS TRUSTEE 1.00 X 0 0 0 KERRY STEPHENS TRUSTEE 1.00 0.50 X 0 0 0 JERRY THACKER EDD TRUSTEE 1.00 X 0 0 0 RACHEL TOMAS MORGAN TRUSTEE 1.00 X 0 0 0 JAKE TESHKA TRUSTEE 1.00 X 0 0 0 JOHN WINGFIELD TRUSTEE 1.00 X 0 0 0 JIM HART TRUSTEE 1.00 X 0 0 0 JENAL ZAK TRUSTEE 1.00 X 0 0 0 JIM TUESLEY PRESIDENT 2.00 X X 0 0 0 CHRIS STRAFFORD VICE PRESIDE 2.00 X X 0 0 0 DONALD M RIGGS TREASURER 2.00 X X 0 0 0 LAURA RAY SECRETARY 2.00 0.50 X X 0 0 0 151007 false false false 33506 269908 363706 472522 731056 1870698 ADMISSIONS 712110 153454 153454 153454 8545 8545 29684 29684 29684 29684 28496 24603 3893 3893 3893 33129 269908 27305 5824 5824 35484 17112 18372 18372 SHARED-USE CHARGES 712110 9996 9996 OTHER 712110 4212 4212 14208 2104678 186034 47946 151007 116422 34585 749588 542499 207089 40762 23548 16401 813 62574 38583 21345 2646 16115 16115 343 343 10879 10879 73835 7099 62540 4196 11907 6456 5201 250 17436 17436 153608 150843 2765 61298 51769 9529 52964 39271 13586 107 EXHIBITS 272220 272220 REPAIRS AND MAINTENANCE 147848 145187 2661 EQUIPMENT EXPENSES 22368 22368 SPECIAL EVENTS 17522 17522 40799 8878 22452 9469 1903073 1286353 547132 69588 832526 1051858 15132 66866 48000 3692 37776 21678 35645 22996 21206 1748624 948833 861089 799791 51101 55853 1875080 2050129 72353 83744 2600 3300 36370 111323 87044 X 1668705 1884621 95052 78464 1763757 1963085 1875080 2050129 201605 -2277 X false true X true false X 1625938 1699134 1630334 1555582 1870698 8381686 473884 473884 361167 361167 374331 2044433 2099822 2173018 1991501 1916749 2245029 10426119 1072410 9353709 19579 39045 41768 41063 38229 179684 10605803 815121 0.88190 0.87250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 7570713 3590 1146048 363706 33729 8322916 6825195 22710 1039691 281642 35241 7570713 8187878 -998210 328483 35990 6825195 7241467 25470 1258505 300206 37358 8187878 6451758 250 1051717 230058 32200 7241467 1.00000 true true true 330232 330232 1137324 708401 428923 160581 133582 26999 120487 106850 13637 799791 X 2520806 -2277 374331 44417 416471 2104335 343 343 2104678 2321478 374331 44417 418748 1902730 343 343 1903073 SCHEDULE D, PAGE 1, PART III, LINE 1A WE COLLECT ARTIFACTS RELATING TO THE HISTORY OF THE ST. JOSEPH RIVER VALLEY AND NORTHERN INDIANA. OUR COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE THE MOST VALUABLE ASSETS OF THE SOCIETY, AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS OR TO PRESERVE AND CONSERVE THOSE ITEMS IN THE COLLECTIONS. OUR COLLECTIONS ARE COMPRISED OF APPROXIMATELY 500,000 INDIVIDUAL ITEMS WITH AN INSURED VALUE OF 7,000,000. WE DO NOT INCLUDE EITHER THE COST OR THE VALUE OF OUR COLLECTIONS IN THE STATEMENTS OF FINANCIAL POSITION, NOR DO WE RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUE IN THE STATEMENTS OF ACTIVITIES. SINCE ITEMS ACQUIRED FOR COLLECTIONS BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS IS REPORTED AS DECREASES IN NET ASSETS IN THE STATEMENTS OF ACTIVITIES, WHILE PROCEEDS FROM ITEMS DISPOSED OF (DEACCESSIONS) ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENTS OF ACTIVITIES. SCHEDULE D, PAGE 2, PART III, LINE 4 THE OBJECT AND ARCHIVE COLLECTION OF THE NORTHERN INDIANA HISTORICAL SOCIETY REPRESENTS THE MATERIAL CULTURE AND DOCUMENTED HISTORY OF THE ST. JOSEPH RIVER VALLEY, AND ARE PRESERVED, CONSERVED, AND UTILIZED IN RESEARCH, PROGRAMS, AND EXHIBITS TO FULFILL THE SOCIETY'S MISSION. SCHEDULE D, PAGE 2, PART V, LINE 4 INCOME FROM THE SOCIETY'S ENDOWMENT FUND, WHICH IS ADMINISTERED BY THE RELATED NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION, IS USED TO SUPPORT THE SOCIETY'S PROGRAMS. SCHEDULE D, PAGE 3, PART X WE RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. EXAMPLES OF TAX POSITIONS INCLUDE OUR TAX-EXEMPT STATUS AND POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. WE HAVE NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND THERE ARE NO UNRECOGNIZED TAX BENEFITS RECORDED AS LIABILITIES IN THE ACCOMPANYING FINANCIAL STATEMENTS. WE CLASSIFY INTEREST AND PENALTIES, IF ANY, ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, AND THERE WAS NO ACCRUED INTEREST OR ANY PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AT EITHER DECEMBER 31, 2024 OR 2023, OR ANY INTEREST OR PENALTIES EXPENSE RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS THEN ENDED. WE ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF INDIANA FOR YEARS PRIOR TO DECEMBER 31, 2021. SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD 17,112 SPECIAL EVENT EXPENSES 27,305 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 17,112 SPECIAL EVENT EXPENSES 27,305 ANNUAL GALA 281778 267378 14400 16163 21419 4929 8244 JUNETEENTH LUNC 21259 2530 18729 8924 5886 3184 1776 303037 269908 33129 25087 27305 8113 10020 70525 -37396 X 624 NOT VALUED false true false SCHEDULE M, PAGE 2, PART II THE NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED IN LINE 22 IS AN ESTIMATE OF THE ITEMS CONTRIBUTED TO OUR COLLECTION. FORM 990, PAGE 2, PART III, LINE 4A THE HISTORY MUSEUM PRESERVES OUR REGION'S HERITAGE AND EDUCATES THE PUBLIC THROUGH OUR COLLECTIONS, EXHIBITS, AND PROGRAMS TO DEVELOP AN INFORMED UNDERSTANDING OF THE PAST. IN 2024: - NAVARRE CABIN WAS RELOCATED FROM LEEPER PARK TO ITS PERMANENT LOCATION ON THE HISTORY MUSUEM'S CAMPUS. PROGRAMMING BEGAN DURING THE SUMMER. - THERE WERE 53,908 ADMISSIONS, 11,272 SCHOOL CHILDREN, 25 RENTAL EVENTS, 51 BUS TUOUR GROUPS,AND 753 MEMBERS. - EXHIBITS INCUDED 4 NEW EXHIBITS IN CHANGING GALLERIES, 2 CARRY-OVER EXHIBITS FROM THE PREVIOUS YEAR, AND 1 PERMANENT EXHIBIT. - EDUCATION AND PROGRAMMING - 35 PUBLIC PROGRAMS AND LECTURES, 4 TEACHER EVENTS, HISTORICAL MARKER INSTALLATIONS, 3 MUSICAL EVENTS. - FACILITIES - OVER 25 FACILITY IMPROVEMENTS: UPGRADES TO BUILDING MECHANICALS, LIFE SAFTEY, AND GROUNDS/GARDENS. EXPENSES REPORTED IN THIS SCHEDULE DO NOT INCLUDE 361,167 OF THE VALUE OF DONATED FACILITIES INCLUDED IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS BUT NOT REPORTABLE UNDER TAX LAW. FORM 990, PAGE 6, PART VI, LINE 11B THE ENTIRE BOARD WAS PROVIDED A COPY OF FORM 990, EXCEPT FOR SCHEDULE B, FOR REVIEW BEFORE THE RETURN WAS APPROVED AT THE JUNE 2025 BOARD MEETING AND WAS SIGNED BY THE TREASURER. THE POLICY OF REDACTING SCHEDULE B FROM BOARD REVIEW WAS ADOPTED BECAUSE THE ORGANIZATION'S POLICY IS TO KEEP DONOR INFORMATION CONFIDENTIAL AND BECAUSE MANY BOARD MEMBERS ARE DONORS. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED THROUGH ANNUAL DISTRIBUTION OF THE POLICY TO EACH BOARD MEMBER, WHO MUST SIGN AN ACKNOWLEDGEMENT AND DECLARE WHETHER OR NOT HE OR SHE HAS A CONFLICT. IF A CONFLICT EXISTS, THE AFFECTED BOARD MEMBER MUST NOT VOTE ON THE MATTER. IN CASES IN WHICH DISCLOSURE OF THE CONFLICT OR ABSTENTION IS NOT ADEQUATE, THE MEMBER MUST RESIGN. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE INDEPENDENT EXECUTIVE COMMITTEE BASED ON PERFORMANCE REVIEW. THAT COMPENSATION WAS LAST DETERMINED IN DECEMBER 2023. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED IN A SIMILAR MANNER TO THAT USED TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. NO INDIANA HISTORICAL SOCIETY FOUN 808 W WASHINGTON SOUTH BEND IN 46601 310906405 SUPPORTING IN 501C3 12A NO IN HIS false false false true false false false false false false false false false false true true false false false false NO INDIANA HISTORICAL SOCIETY FOUN C 363706 CASH NO INDIANA HISTORICAL SOCIETY FOUN N NO INDIANA HISTORICAL SOCIETY FOUN O